Group Census & RFP Intake Automation demo
Any census in any layout, cleaned, checked and quote-ready the day the RFP arrives. 1:12
What the demo shows
A quoting solution for group carriers that cleans and checks each broker census on arrival.
Six agents open the broker's census as the spreadsheet it is, tint every cell that would break the rating with a suggested fix and its source, and check the file against the RFP letter and the current plan; the underwriter accepts fixes a column at a time and signs it quote-ready.
Transcript
- Group Census & RFP Intake Automation cleans each broker's census on arrival.
- By hand, one census takes sales support two or three days.
- At 742, Corvain's 440 rows arrived.
- In nine minutes, agents tinted every problem cell with a fix.
- A banner catches the mismatch.
- 600 lives in the letter, 412 in the file.
- No Ohio plant. Nadia accepts the birthdate column, and 63 tinted cells clear at once.
- Salaries annualized, duplicates merged, every change reversible on the log.
- One message to the broker brings back the Lima census.
- 600 lives. Quote ready the same day, 18 days early.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.