Life insurance field new business solution

Capture a prospect's information and signature while onsite

Traditionally producers secure new business by visiting with prospects at their location, asking them to complete and sign paper enrollment documents. Once the producer returned to the office, he'd manually enter the prospect's information into the provider's system - opening the door to possible data entry errors that could delay processing even further. 

Expedite underwriting

To expedite underwriting new business, Hyland's open enrollment solution allows the producer to capture a prospect's information and signature while onsite, directly from a tablet PC, immediately entering the application into an underwriting workflow.

Then the field adjuster solution is easily configured to make sure all required fields are completed on electronic forms, even triggering additional information when certain fields require it. Once connected to a network, the captured information is exchanged with the insurer's core applications or its business intelligence warehouse, saving the time and expense of transcribing paper-based forms while preventing errors.

The solution empowers mobile workers to make confident business decisions by offering them the opportunity to interact with critical information anywhere, anytime - whether connected to a network or not. The instant access to any forms or documents downloaded to the OnBase client (briefcase), makes mobile workers more effective and efficient -completing tasks in the field, rather than waiting until they return to the office. Additionally, onsite information, such as birth certificates, proof of residence, voice recordings, release of medical information or signed documents, is easily captured and seamlessly uploaded to a document repository once connected to the network. 

Key benefits:

  • Streamlines field operations and improves new business accuracy
  • Eliminates the need for expensive air cards traditionally required to access or input information, by providing access to information, documents and forms while off network
  • Built for modern platforms such as the tablet PC
  • Instant, anywhere, anytime access to critical business information