Submission Intake Automation
Put submissions in front of underwriters faster.
Manual submission intake is slowing your team down
Most submissions for large commercial insurance policies come in through brokers that often send them as casual, unstructured emails with information about the client and what they are trying to insure.
Processing teams have to extract data, chase missing information, and manually enter in Salesforce before that risk can be put in front of an underwriter to start quoting. Once that information is collected, the processing team adds enrichment information to the risk, providing more details about the client’s specific industry or geolocation data if they are insuring property.
All of that information collection is manual today, and it can take up to a day to get that submission in front of an underwriter.
Mphasis Silverline's Intelligent Submission Intake & Prioritization offering automates information gathering and prioritizes the right risks for underwriters.
Components of our Intelligent Submission Intake & Prioritization offering
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Agentforce
Submission is read intelligently by an Agentforce agent that validates if it has all the information required for the underwriter to quote the risk.
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Financial Services Cloud
Data is extracted and converted into a lead via Financial Services Cloud's insurance-specific data model.
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Data 360
Data 360 scores risk and prioritizes submissions based on likelihood to bind, value, and complexity.
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Tableau
Tableau dashboards enable underwriters to look at information without navigating different screens and offer executive team visibility into current pipeline based on prioritization.
Why choose Mphasis Silverline?
Mphasis Silverline is a top Salesforce partner with over 15 years of experience serving insurers. Our consultants specialize in financial services technology, and many come with first-hand experience working at insurance organizations.
In addition to our industry expertise, we also bring our technological expertise from over a thousand implementations on the Salesforce platform. With our cross-cloud expertise, as well as our knowledge regarding the broader insurance technology landscape, we’ll help recommend and design insurance claims management solutions that best fit your needs.
