Run the download, match any unmatched policies and eDocs to the correct accounts, match claims if necessary and verify producer commission amounts. All done by a digital worker before your team shows up to the office in the morning.
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Data entry errors are common in repetitive and manual work like this. A data entry error when verifying someone’s commission amount is unnecessary stress. This won’t happen with a digital worker.
Is someone on your team currently waking up early every morning to run the download before the day starts? You’re not alone. Give them back their mornings, and don’t waste 1 - 2 hours every day matching policies to the correct account.
Often all policies and eDocs aren’t matched every day. It can take a couple of days, up to a week or more for someone to find the time. Those are important documents that may need to be handled quickly if the client is at-risk. Process everything day of, and improve turnaround time on sensitive policies.
'This is one of the best insurance products that I've seen in the last 5 - 10 years. If you can automate a task it frees up your team to do higher value interactions.'
