Turn your underwriters into over-achievers by dramatically cutting processing times and complying with regulations and service level agreements (SLAs). DocFinity enables underwriters to capture and access applications and supporting documents instantly. Plus you can standardize underwriting procedures and automate routine tasks. With DocFinity, you'll be able to underwrite more business in less time, improve communication, and enable faster decision making.
DocFinity's robust functionality allow you to do more than simply route documents.
To optimize your results, we’ll help you with workflow design, business-process analysis, project planning, technology integration, and enterprise process engineering. DocFinity is everything you need to help your underwriters over-achieve.
New business, renewals, and/or policy changes are received.
DocFinity workflow automates the risk evaluation by comparing values to a set of predetermined rules.
Notifications are sent to the potential policyholder for review and signature.
Those meeting specified criteria are awarded a quote.
Approvals are stored in DocFinity. Subsequent processes are triggered.
High risk applications or other exceptions are given a manual review.
Denials are stored for future need and disposition rules are applied.