Fast Processing = Satisfied Customers
The fast and efficient processing of Insurance claims makes a huge difference to your customers’ level of satisfaction and likelihood to renew their policies.
In addition, with compliancy on everyone’s mind, all data and documents have to be stored just as efficiently and securely. No problem, for the user-friendly applications based on WeWebU OpenWorkdesk, which brings ease-of-use and rich functionality through a Web 2.0 look, and a single interface into one, or many disparate Enterprise Content Management (ECM) systems and Business data sources. All authorized employees of an Insurer – even sales representatives in the field – can easily and quickly access documents, files and customer data via the internet, intuitively, and with minimal training. Laborious file retrieval and transfers are no longer necessary. Shortcuts, context menus, inline editing of metadata and document import via drag & drop provide a speedy and straightforward view into critical business data. Standardized and configurable workflows, for processing claims or insurance proposals as an example, will increase throughput and improve information usage alike. Operating staff can immediately update customers on the latest situation, as they have all necessary information at their fingertips. When a customer calls, the clerk is able to find the appropriate case within a blink of an eye using either customer name or number. He can access the customer file directly from the processing workflow because process and content are closely tied together in WeWebU OpenWorkdesk. Customers quickly receive information on the state of the Claim process. The employees ‘productivity rises and so does the customers’ satisfaction.
Easy-to-use & system-spanning ECM
Insurance files with a predefined structure are created at the push of a button. By means of simple integration into back-end systems, data such as the customer’s policy number, name and address can be checked and transferred. Likewise, a new Policy number can be generated and will be automatically applied to all new documents related to this policy. OpenWorkdesk Zero-Install Desktop Integration even allows to populate fields in MS Office documents with metadata – like the policy number - from the ECM system. This is fast and convenient and assures data consistency at the same time. Tasks can be assigned both to documents and eFiles and thus it is assured that no deadlines are missed and policies are either terminated or renewed at the proper time.
It is even possible to combine documents from different ECM systems, e.g. the annual status information from IBM Content Manager OnDemand (CMOD) and individual policies in the works from IBM Content Manager (CM8), in a single customer folder or define searches that will find documents from different systems as well. Usually it would be difficult do display all these different document types from different systems in a consistent way. Not so with OpenWorkdesk! Its Advanced Document Viewing assures exactly that. In addition it generates thumbnail preview pictures of the documents that can be displayed in hit lists and enable fast and convenient identification of certain documents.
All depends on the users' roles
Its highly sophisticated role concept guarantees that the user always gets only the functions and information he needs according to his role in the corporation. The views on the data and documents exactly fit to the users’ designated role and thus let copious navigation fall into oblivion and automatically and increases data security. For example employees in the claims office can see the new claim notifications directly in respective customer’s file whereas the manager sees them in the folder “In Progress” and thus gets a fast overview of all current claims.
If several brands of an insurance company use the same ECM application in alliance, WeWebU OpenWorkdesk is always shown in the adequate corporate identity of the respective brand. Furthermore, its multi-tenancy guarantees that every user is exactly provided with those functions, data and documents he needs according to his role in and affiliation to a corporation. Due to a mix of central and decentral administration, operating costs are reduced at the same time.
No vendor lock-in
WeWebU OpenWorkdesk separates applications and ECM systems. Thus, it guarantees the protection of investments and provides future-proofness. It does completely without any installation on the client PC. Thus, project and administration costs decrease especially if numerous branch offices and field workforce are to be included. In this way, customer proximity and fast rollout go hand in hand with WeWebU OpenWorkdesk.