Receive submission email from broker
An Outlook plug-in allows you to file the submission attachments into InsureVue.
Log the submission
Lookup on the insured’s name to determine if a submission has already been received from another broker. If not, the insured’s name & address is entered with automated address pre-fill from a postal address database. Select an existing brokerage/contact if you have already received a submission from them or create a new brokage and/or contact.
System generated analytics allow you to assess the priority you should give to the submission:
InsureVue is configured to capture the specific fields you require for each of your insurance products. InsureVue ensures the data captured are the specific data points you need to underwrite and rate your book.