Client Research

Streamline client research with WorkFusion’s intelligent solutions to quickly identify risk factors and allow your team to make better-informed decisions.
Talk to an Expert
Intelligent solutions for client research automation
Policy Multi-Use Identification
Underwriting insurance policies requires intensive scrutiny of customer data, regardless of applicat...
Policy Multi-Use Identification
Underwriting insurance policies requires intensive scrutiny of customer data, regardless of application information. Researching potential risk factor...
Address Misuse Identification
Fraud detection is a complicated and tedious part of the underwriting process. Strengthen your abili...
Address Misuse Identification
Fraud detection is a complicated and tedious part of the underwriting process. Strengthen your ability to validate that home addresses are valid by au...
Social Media Research
Social media data offers important insight into a new customer’s risk profile. Scanning networks and...
Social Media Research
Social media data offers important insight into a new customer’s risk profile. Scanning networks and postings can be tedious and time-consuming for yo...
Need help?
Talk to our automation experts.
They will help you select the best use case for your business and demonstrate how to scale the automation further with Intelligent Automation Cloud.