Rapidly Realize Return-On-Investment

QuickApp is a web-based ‘point of sale’ application that streamlines the application submission and acquisition process by providing an electronic delivery of data in real time to the GA/Carrier. It bridges data from a rating engine, such as FSC, to assist brokers and agents to drastically reduce the number of manual steps. QuickApp eliminates multiple data entries, ensures key fields are filled in, and validates the data. It automatically populates the application form (ACORD or company specific), prints completed application form for client signature and electronically submits data and completed application to the underwriters for review and binding.

See details of the various payment plans

This screen gives the various payment plans – direct billed, pay in full or premium finance, depending on the policy type. It also displays a breakdown of premiums, fees and down payment.

One place for brokers to download any needed forms

This screen is meant for brokers. Here they can store an electronic version of all the necessary forms and retrieve them when needed. This increases their efficiency and ensures that all necessary paperwork is handled. The application is then submitted for processing.

Find all your applications in one place

After the applications are processed, a PDF copy of those applications and required forms along with a fax cover page for each policy or plan is stored here. Policy details can be viewed by clicking on their respective links.

Populate and submit applications electronically

QuickApp issues the electronically transmitted application a Transmission Control Number. The transmission record cover page and the application contain a barcode for electronic indexing of faxed documents. Thus signed applications can be faxed and this copy is automatically routed to the document management system. If a GA/Carrier requires applications with wet signature, their receipt at the GA/Carrier is confirmed by scanning the bar code with a scanner linked to the policy management system.

In short, QuickApp organizes and automates your submission process. It improves the workflow efficiency and response time by increasing the number of correctly written applications and accelerating the underwriting process.

QuickApp is not only fast, but its intuitive workflow design ensures that your data is accurate and error free. It reduces the possibilities for errors on the application. Thus brokers need minimal training to use QuickApp.

QuickApp can be customized to meet your requirements. It can be configured to work seamlessly with your back end policy management system.

Key Features:

• Web enabled
  
• Bridges from your rater
• Checks if key fields are filled-in
• SR-22 filing control
• Intuitive…minimal training needed
• Populates application form (ACORD or Carrier specific)
• Transmission record report is bar-coded for electronic indexing
• Integrates seamlessly with back-end system
• Brings up program specific questionnaire
• Payment plan screen (incl. premium finance)
• Review filled in application before transmitting
• Provides transmission status
• Pre-submission review (optional)
• Integrates with Automatic Document Imaging to electronically index documents.