Download Director

Download Director

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

Data Entry Errors

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.

Repurpose Time

Repurpose Time

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.

Reduce Backlog

Reduce Backlog

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.

Process Steps

  1. Run download if necessary
  2. Match unmatched policies
  3. Match unmatched eDocs
  4. Match unmatched claims
  5. Verify commission amounts
  6. Send daily report with results

Excalibur Insurance

150 hrs
repurposed per month
from Excalibur Insurance's daily
EDI & Closing Activities process

'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.'

Jeff Roy
President & CEO of Excalibur Insurance

Curious? Let's talk about how many hours your team could be saving on repetitive processes.