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Policy underwriting

Deliver efficient, transparent, and automated policy underwriting

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Capabilities Included:

Benefits

Easier document processing

Eliminate paperwork and labour-intensive manual processing of client documents.

Saves time and effort

Streamline the customer onboarding process to get rid of repetitive tasks and constant check-ins.

Consistent and accurate

Ensure you capture necessary information every time so nothing important is missed.

Take the faster path from quote to insured

The speed and accuracy of the underwriting process is core to an insurer’s success. With Nintex, now you can ensure that the right policy and price are secured efficiently and precisely, and in a way that’s easy for a prospective customer to follow.

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Don’t lose customers due to lack of transparency

As insurance customers have more choices, creating a great experience is increasingly crucial to winning their business. This can be hard to do when a sophisticated underwriting and background check process is happening where the customer can’t see it. By providing visibility into the process, you can make transparency a differentiator and become a hero for customers.

A diagram of the workflow of a insurance application.

Provide a superior front-end user experience

With Nintex, the moment an insurance application is submitted the underwriting process begins. The applicant is informed every step of the way, from review to approval to signature and onboarding. Meanwhile, the policy is automatically created, risk-assessed, reviewed, and updated into records. Automation streamlines, expedites, and improves the process for users, end to end.

Faster, more accurate underwriting processes

From reviewing the application all the way to issuing the policy, the policy underwriting process can now be mapped and automated to increase efficiency and precision. Brokers and managers are prompted for action, and documents are instantly transmitted to the customer.

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Why Our Customers Trust Nintex on

Intuitive process management

We anticipate being able to reduce the use of hard copy forms by over 60%

A Brief Insight Into How Effective Nintex Process Platform Has Been For Us

Nintex Process Platform was and still is by far the most flexible and easy-to-use than any of the other form creation and workflow designer apps we looked at.

Nintex Process Platform's Forms & Workflow for SharePoint 2019 & NWC

Moving to the Nintex Process Platform seven years ago took us to the next level with capabilities, including being able to build the "system" in SharePoint.

I love Nintex Workflows

I love Nintex Workflows

A good and powerful tool for automation process with less or no code.

We can build the same application with same complexity level in Nintex within a few months while Power Automate may take longer time (4-5 months) to build it up as a beginner.

Completely Overhauled Our Doc Management Processes

It increased our survey response rates by about 12 – 15% which is massive for us

Effortless Time and Effort Reporting

The implementation of this form has helped users in not having to submit a paper form and resubmit if it is lost.

Positive Nintex Review

I would highly recommend the Ninetex product to any colleagues. I have had a favorable experience and so have my immediate co workers.

Great platform for non-programmers who want to create automation

This is my primary go to tool for automating business processes within SharePoint

Eliminates manual processes and procedures to streamline your Intake Process

Nintex Forms are quick and easy to build and customize with no code.

Nintex Promapp and Workflow Cloud.

It is very user-friendly, and on top of that, it's no code.

For the elimination of manual processes and procedures it is beneficial.

The excellent low-code programming tool Nintex Process Platform is dedicated exclusively to automated processes.

Nintex Process Platform review

It just works for us, and we have been receiving lots of good feedback from all of the employees. The fact that it is visually appealing and so easy to use made our employees not miss any of the workflows.

A tool to automate everything

We have implemented solutions that will be used by any user, i.e. Company gift and business declaration system, to training requests. We also have solutions in Supply Chain, HR, Engineering, Mining, IT all the way up to our Company Secretary.

No more losing a process just because someone leaves

If you have any process that you do routinely that follow the same basic steps, you can and should use Nintex Process Platform. It really helps you flush out processes, even ones you have had for years. Doing this allows you to streamline those processes and free your time up.

Nintex Process Platform Review

I would rate the usability of the Nintex Process Platform workflow a ten out of ten, It's easy to use and for simple flows, there is no need for training. The logic is simple to understand. There's a vibrant community that is ready to help out if end-users run into problems. There are even some project samples online with step-by-step tutorials.

Nintex Process Platform Review

It is pretty useful to manage workflows using this software.

Nintex process automation can make your organization more efficient!

Process mapping – mapping your business processes in a central portal for knowledge management and to find opportunities for automation & efficiency gains

Huge Time Saver

Simple workflows can be created in minutes and save hours of work.

Abit pricey but worth your money

This tool is perfect for any company looking to reduce workload and cut down cost used in manual information entry. also it's e-signature feature is a life safer expecially when dealing with customers order approvals.its also a great tool to generate complex forms and in-depth documentations within the shortest time.

Automate and get some time back!

Easy to use, not IT heavy. Easily deployed. Once our processes are documented, we will move to use the automation capability to build forms and workflows. Once your processes are documented the next step is fairly easy!

Nintex RPA for a better world of task management.

It's integrative with many tools.

Best Process Management Tool!

UI is very good. We can integrate third-party tools like 365 and SharePoint. We can generate important documents very easily in the form of word or pdf. We can maintain the workflow very well

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See for yourself

Put Nintex to the test

Because seeing is believing, let us give you a firsthand look at how Nintex can work for you.