Underwriting & Policy Issuance

In an industry where the fluctuations of soft and hard markets are inevitable over time, improving underwriting efficiency in the high-volume, low-dollar personal lines market is a core strength of Enterprise Content Management (ECM). OpenText provides the ability to track and maintain policies and applications from the moment the request for coverage is received to the time it is delivered to the customer to the expiry or cancellation date.

Meet your Business Goals

  • Improved customer service
  • Increased transparency & accountability
  • Reduced error rate
  • Reduced operating costs
  • Increased efficiency

Key Performance Indicators

  • Customer satisfaction
  • Percent of premium from new products
  • Application to policy cycle time

ECM solutions from OpenText for underwriting and policy issuance deliver this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.