New Business Case Management demo
Agents order every requirement as the application is read, date each one from its source's recent turnaround, read what comes back and chase what stalls; the underwriter decides. 1:15
What the demo shows
A case management solution for life carriers that orders, chases and reads every requirement.
Five agents run each life case from application to a ready-to-decide file: requirements ordered the moment an answer calls for them, each one dated from its vendor's or doctor's office's recent turnaround, every arrival read against the class guidelines, every stall chased the day it happens, and producers told in plain words. The case manager owns the case; the underwriter decides.
Transcript
- New Business Case Management orders chases and reads every requirement on a life insurance case.
- A fully underwritten case takes four weeks.
- Only 63% of approved cases are placed.
- Rene's board shows each case as its requirements, and who holds it up.
- A new application is read, and each requirement is ordered the moment an answer calls for it.
- Marcus Delgado's case, every tile shows when it should arrive, from its source's recent turnaround.
- The labs arrive. The tile flips to received.
- Already read. Cholesterol ratio 4.4.
- Two things block the decision.
- A $65 records fee and an unsigned replacement notice.
- Rene approves the fee.
- The agents chase the office.
- And Priya gets a status without a phone call.
- Built on Botminds.
- Agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.