Keep insurance renewals in a central document repository

Operations coordinators at insurers misplace signed renewals in inboxes, delaying policy processing and underwriting. Central filing makes documents available to underwriting and ops immediately.

Overview

Misfiled renewal envelopes stall policy issuance and create underwriting backlogs. This workflow files completed envelopes into a central repository and notifies underwriting, eliminating misplaced documents so policy handoffs start immediately. Customers report faster handoffs and more reliable records.

Notable Features

Save signed envelopes to repository
Organize files by policy number
Notify underwriting of new filings