Policy Insights 2.0
Deliver faster, more accurate insurance policies with automated, human-verified policy checking, analysis of errors and more
Go Beyond Policy Checking
What if you could turn your policy checking process into a strategic post-bind advantage? Policy Insights 2.0 empowers your agency with a tech-enabled platform that streamlines review and coordination.
Take advantage of actionable insights to uncover risk hotspots and drive profitable growth.
Benefits You Can Expect To Better Protect
Your Agency And Policyholders
Minimize
E&O
Detect systemic
error patterns
Improve
Insured
Outcomes
Deliver accurate
policies faster
Optimize
Post-Bind
Operations
Reduce policy
admin costs
Fuel
Agency
Growth
Maximize revenue
generating time
How Do We Do It?
Expert Process
Go beyond checking policies, to optimizing your entire post-bind process
and deliver accurate policies to your insureds faster.
Eliminate the need for your account managers to determine (or interpret) discrepancies. We’ve done that already.
With deep technical insurance knowledge and millions of policies checked, we mitigate your E&O risk by recommending the right check for the right policy.
Make backlogs a thing of past. Policy Insights 2.0 can handle seasonality, rush requests, and complex policies.
Traditional
Policy Checking
- Download
- Gather
- Check
- Review
- Resolve
- Deliver
- Measure
- Manage
vs.
Policy Insights
Post-Bind Optimization
- Download
- Gather
- Check
- Review
- Resolve
- Deliver
- Measure
- Manage
Industry-Leading Technology
With Policy Insights 2.0, we’ve integrated automation technology and experienced insurance professionals to transform your entire policy checking and post-bind
delivery process.
- Review policies and address errors with a one-click portal experience
- Increase speed and achieve 99.9% accuracy
- Gain insights with seamless agency management system integration
Actionable Data & Analytics
Detect systemic error patterns and hotspots of risks in your agency. Arm yourself with data on the effectiveness and efficiency of your teams.
- Are policies reviewed on time?
- Are downstream processes impacted?
- Is your Agency Management System data healthy?
Predict areas of hidden risk. Gain visibility into discrepancies, errors and follow-on actions.
Policy Insights Sourcelink: Quick & Easy Functionality
Dive into policy documents and source documents with the click of a button. Get the context you need to make a decision quicker than ever before.
- Single click document retrieval
- Precise data location highlighted with a red box
- Scroll through the entire document for additional context and validation
“I really love the Policy Insights dashboards. They allow me to measure how we are doing relative to others in the industry. So far, we’ve seen a 30% reduction in errors.“
– Cindy Wolkiewicz, Director of Operations, Odell Studner
How Policy Insights Compares
- Automation
- Human audit
- Customizable
- End-to-end policy processing
- Agency Management System alignment process
- Dashboard with
actionable insights - Streamlined review & downstream coordination
Vendor
- Automation
- Human audit
- Customizable
- End-to-end policy processing
- Agency Management System alignment process
- Dashboard with
actionable insights - Streamlined review & downstream coordination
Policy Insights
- Automation
- Human audit
- Customizable
- End-to-end policy processing
- Agency Management System alignment process
- Dashboard with
actionable insights - Streamlined review & downstream coordination
“We love the Account Manager Portal (AMP)! The team is already feeling relief and overall renewed energy on policy checks.
The AMP makes it much easier to review discrepancies, and more importantly, move forward with reconciliation.”
– Operations Manager
Elevate Account Managers and Ops Leaders
How Policy Insights Helps Account Managers
Use a single online portal to easily:
- Monitor policy checking process in real-time
- Review and make decisions on discrepancies
- Request Agency Management System updates
- Request endorsement corrections
- Handle complex policies with different levels of
policy checking - Review only true discrepancies — our solution checks all field types for full coverage validation
How Policy Insights Helps Operations Leaders
Attain faster turnaround times, better customer service, and optimized operations:
- Utilize hotspots to minimize E&O risk
- Track all policy processing in real-time
- Make strategic moves with agency personnel and
carrier relationships - Gain insight into carrier relationships and lines
of business - Empower account managers to focus on risk management and cross selling
Case Study - Account Manager Portal
An insurance broker sought to increase account manager efficiency during policy review.
With the Policy Insights 2.0, account managers have a central platform to review all errors and delegate downstream work.
- 50% less time spent on policy checking
- Direct savings per policy vs. a traditional checklist
- Improved E&O outcomes
What's Missing in Most Policy Checking Solutions?
Learn more about the top barriers to delivering accurate policies to customers
FAQs
Yes, we use the best people and latest insurtech tools (such as RPA, machine learning, AI) to deliver quick turnarounds
and quality.
We have the right mix of people, process, and technology that can handle any workflow from policy download to delivery.
Policy Insights is a standardized process and you reap the benefits most from full standardization. But we know change management is a big hurdle, so customizations can be developed to fit your needs.
Policy Insights users have seen 20-30% reductions in errors per policy.
Additional Resources
Get insight into your performance, and the intelligence to improve it.
You’ll not only uncover errors, you’ll understand why they’re being made.
