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2.2.1
Yokohama, Xanadu, Washington DC, Vancouver
Individual Life Servicing empowers carriers to change the dynamics of life insurance policy servicing. Eliminate tedious manual processes with end-to-end digitization of the servicing journey. Boost customer satisfaction, decrease turnaround time, and reduce costly back-and-forth emails and phone calls. Gain efficiency by automating and optimizing the seamless transfer of work across internal and external stakeholders. Carriers can prioritize policy servicing requests with intelligent business rules to accelerate resolution.
- Enable policyholders to self-serve or easily engage through any channel
- Empower employees with information that enables empathetic servicing
- Unify systems and teams in one workflow to deliver optimal customer support and efficiency
- Deliver a transparent and auditable workflow for policy changes and requests
- Digitize the service request process to eliminate paper forms and backlogged email inboxes
- Automate prioritization of high-value work while eliminating unnecessary touches with intelligent business rules
- Reduce handle time and boost customer satisfaction with full visibility into the status of every step in any process
- Changed
- Prevent ACL bypass by updating the ACL scripted condition from GlideRecord to GlideRecordSecure
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Permissions and roles:
- System administrator (admin) role is needed for the installation