Insurix

Automated Renewal Management

Insurix solutions offers a way to manage renewals from inception to acceptance, as well as the ability to track and manage manual re-rates and terminations. All key events in the renewal process can be monitored and acted on to improve retention rates and improve customer service. In addition, our software facilitates the production of customer presentation materials, including customized rate sheets and comparison grids to simplify the customer decision-making process. The Insurix renewal platform provides better quality information about the ongoing renewal process, including better management reports, management alerts, and instant access to the renewal status.

System Highlights

  • Workflow Automation
  • Case Renewal History
  • Automated Case Management
  • Book of Business Management
  • Renewal Release Management
  • Online Data Filters
  • Batch Print Facility
  • Notes, Messaging and Alerts
  • Claims Integration
  • Data Analysis
  • Auto Letter and Email Generation
  • Comprehensive Client Search
  • Multiple Distribution Options, Fax, Email, Batch Print
  • Management Reporting
  • Renewal Tracking
  • Work Queue Assignment
  • Ad Hoc Reporting Tool
  • Time in Process Reporting
  • Renewal Option Selection
  • Manage Case Terminations
  • Assignable User Privileges And Access Rights
  • Integrated Underwriting Capability
  • Manage Case Acceptance
  • Real Time Case Status
  • Pre-Renewal Worksheets
  • Customizable Renewal Presentation Package

Insurix offers two Automated Renewal Management options; ARM100 for "straight through" automated renewals and ARM500 for comprehensive renewal management capabilities.

Software Solutions

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