Insurance brokers want to offer their customers the most competitive deals quickly. But the underlying systems and processes they are working with are often complex and outdated.
This leads to inefficient processes and rework across different systems. For example many brokers need to enter the same information into multiple system to check offerings from different insurance providers. This slows down responses to customers and limits the number of systems which can be feasibly be checked for the best deal.
SmartFlow can automate insurance processes from start to finish. Information only needs to be entered once. SmartFlow then connects to third party systems to intelligently retrieve information and assess it so that the best offers can be provided almost instantly. Packages are automatically analysed against customer requirements - clearly presenting an employee or customer with the best options.
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Provide fast, personal experiences for every customer, improving conversion and retention rates
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Get offers from many insurers simultaneously and immediately (accessing portals and extranets with or without an API)
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Reduce staffing and operational costs
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Enable digital customer acquisition
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Meet regulatory requirements with automated checks and an auto-generated audit trail.
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Easily identify opportunities to help customers and cross-sell
Improve Customer Service and Offer Better Deals While Cutting Processing Costs
Insurance Package Offers Can Take Hours Of Work To Put Together - With SmartFlow Most Offers Are Produced in Seconds
SmartFlow automates quote gathering and customer onboarding enabling fast responses and reducing time spent on slow manual processes.
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What is SmartFlow
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