turn underwriters into over-achievers

Standardize and automate underwriting processes with workflow & system integration.

ECM, BPM/Workflow, Records Management & Capture Solutions

underwriting

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.

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DocFinity Helps your Underwriting department

DocFinity's robust functionality allow you to do more than simply route documents.

  • Automate tasks from the point of submission, enabling instant gathering of information to determine eligibility and ensure accurate rating.
  • Expedite processing, reducing request and wait times for information.
  • Issue policies quickly by pushing new policies through for immediate decisions.
  • Monitor work volumes and employee productivity to prevent bottlenecks.
  • Balance workloads based on volumes and completion rates.
  • Expedite departmental tasks like approvals, denials, and signatures on documents.
  • Integrate with policy underwriting and administration applications, leveraging the technology you already own.
  • Improve profitability through workflow analytics and predictive modeling that enable continual improvement.
  • Comply with regulatory requirements and manage retention schedules.

 

optimize underwriting Results

Workflow Automation

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.

Sample underwriting workflow:

Automated Underwriting Process

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.

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Automated Underwriting Process

turn underwriters into over-achievers

Standardize and automate underwriting processes with workflow & system integration.

ECM & automation Solutions

Workflow Automation
Automated Underwriting Process

turn underwriters into over-achievers

Standardize and automate underwriting processes with workflow & system integration.

ECM solutions

Workflow Automation
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241