Beneficiary Update

Insurers know there is nothing simple about beneficiary updates for property & casualty policies. Automate this task with WorkFusion’s Intelligent Automation Cloud.

Tasks for automation include ingesting inbound changes from voice transcripts, emails, faxes or standard inbound broker forms and making required updates, including changes in kin, spouse or a legal entity after validation and confirmation with the customer. The process can even coordinate with compliance checks for potential fraud alerts and sanctions screening.

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