Insurance Billing Exception Management demo

What the demo shows

A billing solution that works unapplied cash, returned payments and premium finance notices.

Six agents work the billing exception queues each day, match each payment to its policy and flag customers who paid but are still set to cancel.

Transcript

1. 0:00Billing Exception Management works unapplied cash, return payments and premium finance notices for insurers.
2. 0:10One unapplied check can cancel a customer who has already paid.
3. 0:15Every exception sits on one board, ranked by the cancellation it could cause.
4. 0:22This check for $1,840 came with no coupon and no policy number.
5. 0:29By amount alone, for open installments match exactly.
6. 0:35The agent reads the check image.
7. 0:38The memo line names the Delgado homeowner's policy.
8. 0:43That policy cancels on Friday.
9. 0:45Rene confirms, and the notice is rescinded.
10. 0:50The car drops off its lane, and one fewer paid customer is at risk.
11. 0:56Exceptions cleared before they age into a cancellation nobody intended.
12. 1:03Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.