Tele underwriting is a procedure in which a home office interviewer (who may or may not have underwriting experience) interviews Applicants on the telephone.

Slides:



Advertisements
Similar presentations
PLAG For Agent Use Only. Do Not Use With Consumers TeleLife ® A streamlined process for submitting life insurance applications.
Advertisements

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM.
Requesting an Interview by Telephone Need to know this for your portfolio.
GPC VOIC MODULAR MESSAGING 3.0.
PRESENTED BY M/S. DENNISCODD Hospital Management System.
The Complete Visitor Management System
Joint Portal USER CONFERENCE & SYMPOSIUM 2013 MASTERING HEALTHCARE STRATEGIES AUSTINTEXAS.
0 FOR AGENT USE ONLY – NOT FOR PUBLIC USE AG Quick Ticket ®
Florida CRD Updates April 1, 2011 Telamon Corporation.
Program Management Portal: Overview for the Client
Voice over the Internet Protocol (VoIP) Technologies… How to Select a Videoconferencing System for Your Agency Based on the Work of Watzlaf, V.M., Fahima,
0 Optional disclaimer area – i.e. FOR INTERNAL PURPOSES ONLY AG Quick Ticket ® FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION.
Solution Series Solution Series Agent Use Only: Not for public distribution.
Support.Avaya.Com Richard Schuman – Service Account Manager.
The TeleApp Process For producer use only. Not for use with consumers.
APPLICATION SUBMISSION MADE EASY. How it all Started One of the largest life insurance companies in the country asked CRL if we could provide an easy.
National Insurance Agency Producer Training January 21, 2009.
© 2010 Standard Insurance Company 14928PPT (Rev 5/14) SI/SNY TeleApp Overview For Producers An Overview Of TeleApplications For Producers For producer.
DocLive A video consultation tool for hospitals. What is DocLive? DocLive is a video consultation tool designed for healthcare. It’s a part of MedWise.
Program Management Practice Program Management Portal: Overview for the Client © 2011, 2015 BM Corporation 1.
Microsoft Office 2000 Introducing the Suite. Microsoft Word Key Features of Word: create & edit documents apply formatting features add visual elements.
Integrated Hospital Management System. Integrated Hospital Management System software is user-friendly software. The main objectives of the system is.
A Product of Corporate Instant Messenger Enterprise Communication and Collaboration with Secure Instant Messaging Copyright © ANGLER.
Oracle Method | Group Delivery Together. Free your energies New Supplier Registration.
Volunteer Handbook 1. Why would volunteers need a Handbook? Reference guide - backing up info given to volunteers as part of their induction’. What is.
© Copyright 2013 TONE SOFTWARE CORPORATION. Confidential and Proprietary. All rights reserved. ® Basic Administrator Training – Release Adding Users.
ChalkPro Sport Betting Script
A Product of Corporate Instant Messenger Enterprise Communication and Collaboration with Secure Instant Messaging Copyright © ANGLER.
Full Cycle: AMS’ Loss Control Environment is a full cycle loss control management solution that offers comprehensive management of the entire inspection.
Mentor ePolls Polling for Groups. 2 What is ePolls? ePolls is the newest feature of Mentor, the IEEE tool for Working Group collaboration. ePolls allows.
0 FOR INTERNAL USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. FOR PRODUCER USE ONLY - NOT FOR DISSEMINATION TO THE PUBLIC.
Copyright COMPLETExRM, Inc. All rights reserved. Sales Presentation 1 For Real Estate.
TMK Training. TMK So what are the Company’s training expectations? Give every Agent the support, motivation, and opportunity to be successful.
Welcomes you ! To a Gateway for Total Project Planning, Review, Cost Monitoring & Reports
Conditions and Terms of Use
U.S. Department of Agriculture eGovernment Program August 14, 2003 eAuthentication Agency Application Pre-Design Meeting eGovernment Program.
SMARTworks ® EffectiveResponse Training: Clinical Staff – Responders National Park Medical Center November 20, 2014.
For Agent training purpose only. Not for sales presentations.LNL For Agent training purpose only. Not for sales presentations.LNL Training.
U.S. Department of Agriculture eGovernment Program July 15, 2003 eAuthentication Initiative Pre-Implementation Status eGovernment Program.
0 FOR INTERNAL USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. FOR PRODUCER USE ONLY. NOT FOR DISSEMINATION TO THE PUBLIC.
 Home See all your “Calls”, “Meetings”, and “Leads” for the day.  Leads Your leads will come from the lead source and get entered in as a new opportunity.
Präsentation The new customer portal 2.0 of the VDE Testing- and Certification Institute Issue: Originator: F. Thomas.
Microsoft Management Seminar Series SMS 2003 Change Management.
Bonus Features – Free! Jillian & Raul. Session Starters Please silence your cell phones When asking questions please clearly state your name and where.
VETERANS BENEFITS ADMINISTRATION Sept 2015 Stakeholder Enterprise Portal.
(insert name & title). ZipApp ™, is SBLI’s streamlined drop ticket solution providing multicarrier quote access In just three simple steps, you can get.
State of Washington Customer Management Staff Level Training Presentation.
B A C K G R O U N D Company are confronted with complicated situation and in such circumstances have to manage their resources, such as physical, financial,
SupraWEB Training Supra System & Product Overview SupraWEB Start Listing Tab Reports Tab Settings Tab.
Your school name Career and College Counseling Featuring GUIDEDPATH: Helping You Get to College Your school picture here.
LOGIN PAGE Login Page Support CRM:
Visit amzsoftech.com Click Here. Type the User name Type the password Click Login First time user Click Sign Up.
Prepared by Tracy R. Herman-Dycus President INSURANCE AUTOMATION (Demo)
TeleApplications Producer Overview For producer use only. Not for use with consumers.
Bulk SMS Gateway
1 A Look at the Application Authorized users can access Communicator! NXT from any Internet-capable computer via the Web.
Improve Recruiting Efficiency with the DRM Tool Marty Ricker Recruiter Supervisor.
Customer Care Tools.
Customer Care Tools ME Origin
Shared Space Admin Demo
International User’s Conference September 2017
Riding the Wave of Innovation
CRM To Scale Your Education Business
Rogers Customer Support Tech Support Rogers is substantially becoming the most used service provider nowadays for each and.
2016 Annual CPNI Training CPNI & PI Awareness Beth Slough,
U.S. Bank Consumer Driven Healthcare Participant Portal Overview
Administrator Training Benefit Plans & Administration Presented By: Whitney Field HR Technology Advisors.
The Nelson Medical Practice Privacy Notice
Joel Modisette ROLANDS & ASSOCIATES Corporation
PCP SU Training.
Presentation transcript:

Tele underwriting is a procedure in which a home office interviewer (who may or may not have underwriting experience) interviews Applicants on the telephone. The questions asked the applicant are automated and scripted. The applicant's response to a particular question triggers the interviewer to either ask more details about the response or to ask another question.

What are the benefits? 1. reduction in the time required to process applications; 2. delivery of policies in a shorter period of time; 3.nonduplication of the same question asked by agents, medical examiners, and underwriters; 4. reduction in the number of omitted answers to questions on the application; 5. the reduction of paperwork required by an agent.

1. Request Process Initialization and Tracing 2. Seven Roles will access system broadly – Admin, Admin User, Insurance Company, Insurance Company Agents, Facilitators, Operators, Supervisor 3. Insurance Company and its Policies and Agents 4. Appointment Scheduling 5. SMS Integration 6. Tracing of Calls 7. Actual Teleunderwriting 8. Reports

1. We manage contact information for Individuals and Add and Upload contacts for Corporate and Admin 2. Integrated Appointment Scheduler into it. The appointment scheduler has features of Set when to schedule a call and its intimation on form of , SMS, and Alarm system on dashboard. 3. Rescheduler of calls. It manages the operator’s schedule for calls to customer and Manage calls. 4. System provides the feature of listing and managing Calls which are done, Not responded, Partially closed etc. 5. System provides the report for Call summary, user’s (operators, facilitator’s) work summary, Appointment fixed, appointment to be fixed, Appointment Status etc. 6. System provides the exhaustive report for Individual Health review. Admin can manage users and its rights and Security feature of project. 7. System have inbuilt feature of push, SMS push

System will support in future: 1.Voice based conversion. We will convert voice to text so that information stored can also be called upon without finding the recording 2.Rules of fit and unfit. We will add rules and business intelligence tools such that the system can differentiate and classify.

Please ask for a free demo, and we can give you a URL, username and password so you can see the application for yourself.