Policy Management

Increase the accuracy and speed of policy management operations and provide better service to your new and existing customers with WorkFusion^® Intelligent Automation.

Intelligent solutions for policy management automation

Endorsement Request Intake and Routing

Automate ingestion of policy change requests received from customers, agents or brokers for commerci...

Endorsement Request Intake and Routing

Automate ingestion of policy change requests received from customers, agents or brokers for commercial line endorsements, with all relevant changes au...

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Evidence of Insurability (EOI)

Documentation to show and explain EOI for new and amended life, health, and supplemental insurance p...

Evidence of Insurability (EOI)

Documentation to show and explain EOI for new and amended life, health, and supplemental insurance policies require intensive manual analysis and rout...

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Loss Run Report Processing

Valuable data inside loss run reports can help insurers provide optimal policy and pricing for new c...

Loss Run Report Processing

Valuable data inside loss run reports can help insurers provide optimal policy and pricing for new customers. Since inbound forms vary and can contain...

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Statement of Value Analysis

Customer statements of value (SOV) arrive in unstructured, complex formats, which generate data entr...

Statement of Value Analysis

Customer statements of value (SOV) arrive in unstructured, complex formats, which generate data entry and data reconciliation tasks for teams. Accurac...

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