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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.

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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

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.

A tool to automate everything

Nintex has an ROI report that analysis all workflows in your environment and time spent on developing the workflows . We have paid off our investment in the first 12 months according to this report.

Nintex process automation can make your organization more efficient!

We use Nintex Platform internally for requesting new project sites in Office 365 for new customer projects. The administrator and project manager fill out a Nintex form with the client and project-specific details, which is saved in a SharePoint list. We then use a Nintex workflow for approvals and site creation.

Nintex process automation can make your organization more efficient!

Nintex focuses on process automation and they are very good at it. Any business process an organization has that requires approvals and especially where those approvals vary (e.g., higher request PO amount requires more approvals) are well suited to automation with the Nintex Platform. Nintex also has a robotic process automation (RPA) tool, which allows for automation of manual processes using any software accessible by a user's workstation. And Nintex offers a process mapping tool that allows organizations to map business processes (manual or automated) in a standardized manner in a central portal.

Nintex process automation can make your organization more efficient!

Yes, non-IT staff use Nintex–some as users (filling out forms, approving and rejecting tasks, etc.) as well as implementers. The no-code capabilities of Nintex allow non-technical users to create forms and even workflows with minimal training. If a user can map a business process using a tool such as Visio they can easily learn how to create a workflow to automate that process.

Nintex process automation can make your organization more efficient!

We use Nintex Platform in both Office 365 and Nintex Workflow Cloud (NWC), and most of our clients do the same. The ability to leverage the NWC platform has been specifically helpful when integrating with other cloud platforms such as Box, SalesForce, etc.

Nintex process automation can make your organization more efficient!

Integration – easily integrate with line of business applications you already have

Nintex process automation can make your organization more efficient!

Ease of use – no code development of forms and workflow

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

Nintex process automation can make your organization more efficient!

Nintex has shown an ability to provide positive ROI at our organization and for the clients we work with on a daily basis.

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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.