Traditionally, producers secure new business by visiting prospects at their location and asking them to complete and sign paper enrollment documents. Once the producer returns to the office, she would 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.
To expedite underwriting new business, OnBase allows the producer to capture a prospect's information and signature onsite directly from a tablet PC and immediately enters the application into an underwriting workflow. The solution ensures all required fields have been completed on electronic forms – it even alerts users when additional information is required for certain fields. Once connected to a network, the solution exchanges the captured information with the insurer's core applications or its business intelligence warehouse, saving the time and expense of transcribing paper-based forms while preventing errors.
OnBase 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 by aloowing them to complete 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 — are easily captured and seamlessly uploaded to a document repository once connected to the network.
Key benefits of OnBase solutions for open enrollment
- 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 tablet PCs
- Anywhere, anytime access to critical business information