Policy Endorsement Processing demo
Every change request read wherever it arrives, keyed for you, and checked against the policy before it is issued. 1:11
What the demo shows
A servicing solution that reads mid-term change requests and checks them against the policy.
Six agents read every change request the moment it arrives, split one message into its separate changes, pin each to the page of the policy it alters, check it against the underwriting rules and the representative's authority, price it pro rata and draft the endorsement with a keying sheet; once issued, every endorsement is read back and compared with the request. The representative accepts and issues; an underwriter decides referrals.
Transcript
- Policy Endorsement Processing reads midterm change requests and checks them against the policy.
- One email often holds several changes, each re-keyed by hand.
- Orchard Lane's broker sends one email, a truck, a driver, a new client, a certificate.
- Watch it split, three changes, each a note on the page it alters.
- The truck allowed $870 this term.
- The 20-year-old driver needs an underwriter and a license number.
- The new client is allowed.
- The contract also wants primary wording.
- Lena issues endorsement 7.
- Read back. 14 of 14 fields match.
- Changes keyed and checked once, so keying errors don't surface at claim time.
- Built on Botminds.
- Agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.