CoverTracker

Workflow and processes
Insurance

Solution Overview

Track policies from quote to firm order with insights for divisional heads. Reduce manual entry via PAS or DMS integration, automate documentation and ensure governance through standardised review processes. Features include work type tracking, sanctions checks and compliance tools.

Key Features

Streamlined Operations
Reduce query resolution times by 50% with better workflows, SLA monitoring and alerting.

Improved Efficiency
Save time and resources, with cost reductions equivalent to 5% annually.

Seamless Integration
Connect with Office 365, SalesForce, Whitespace, PPL and legacy PAS platforms for reduced re-keying.

Insightful Reporting
Provide divisional heads with actionable insights across operational teams.

Modernised Systems
Leverage modern APIs and integrate with other business systems for smoother operations.

Fully Customisable
Built on OutSystems - CoverTracker can be tailored to suit your individual needs.

Key Benefits

CoverTracker simplifies the complexities of placing and tracking multiple types and classes of business. Its standardised and automated workflows ensure accuracy, governance and efficiency throughout the end-to-end placing lifecycle.

Resources

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