Form Management Workflow
Form additons and version updates are managed by the business through the review and approval process. Business Users control the deployment of your product forms.
Complete User Documentation
Easy to follow hyperlinked instructions to help remind your infrequent users. Administration of the system and the Governance workflows are fully documneted.
Complete Forms Inventory for your business
One place to manage all aspects of your insurance forms. What versions are used by what products. What data is captured and where is it placed on each document. The same Business User control can be enabled in your existing technoloogy for all Lines and Products.
Enable Business and Systems to Collaborate
Built-in tools assist the coordination needed by your Business and Systems teams. Mapping and data overlays are easily managed and generate accurate documents.
Complete Data Dictionary
Systems has a complete view of all the data that is mapped onto the documents. This enables automated data mapping to your existing systems; significantly reducing product implementation efforts and costs.
API Data and Forms Generaion
Use the InsurXcel℠ Form Managment Platform to ingrate all your systems into a common Document Generation platform. The APIs support the creation of Schedule A (form list), previews, and full multi-document/multi-page document set generation.
Generate Policy, Billing and Claim Document Sets
Use the InsurXcel℠ Form Managment Platform to generate all your Policy, Billing andf Claims Document sets. Inncluding all required Copies: Insured, Agent, Office, File, ...