PaperWise will soon be offering an innovative solution that not only enhances customer service, but affords the ability to maintain better control of submissions to carriers. Structured with the hurdles Customer Service Agents (CSAs) encounter while processing submissions on the forefront of the design, PaperWise engineers built a feature that expedites the entire task. This provides clients with faster service, as well as the ability to track the submission from start to finish.

Reliable Application
When the PaperWise Suite is implemented, all agency documents are securely stored in a single repository. From there, CSAs can access documents required when marketing to carriers. By way of an application called the Submissions Management Console, documents are placed in a Submissions Packet, in the form of a hyperlink, where they are stored until being sent to the carrier. Documents are added to the packet via computer files or the agency’s PaperWise Query database. Once all required documents are in the packet, it is then emailed to the carrier, and access is granted through PaperWise WebWise. For added security, an optional email is sent to the carrier containing a password to login to the packet. With guidelines established by the submitting agency, the carrier must view and respond based on the agency’s requirements. This, in turn, moves processing along faster and alleviates barriers of previous practices.

Minimizing Limitations
Electronically managing documents opens the door to clean processes, eliminating setbacks that consume time and affect service in four primary ways.

Consolidation
In some cases, carriers limit the size of email attachments. This presents a scenario where multiple emails have to be sent in order to accommodate all required documents. Utilizing the PaperWise Submissions Management Console, this situation is remedied as data is in one location and accessible by a single click on the packet link.

Tracking
When it comes to processing, verification of status is always a useful resource. This application provides confirmation that carriers have viewed the packet and the request is in process with submissions reporting tools. The reports show the status of the packet, how many times it has been viewed, as well as, the date, time, and who the request was reviewed by.

Turnaround
Serving the client is the primary initiative behind the entire process of marketing to carriers. With the Submissions Management Console, agencies can set expiration dates on packets, requiring carriers to respond by a certain time. This is an incentive for a quick turnaround from carriers, and thus the ability to serve clients faster.

Collaboration
Communication between carriers and agencies is necessary to progress the packet towards completion. However, miscommunications can hold up the packet, impacting the CSA’s ability to quickly provide information to customers. Operating with PaperWise, carriers and agencies are granted the ability to collaborate about the Submission Packet by attaching notes to the packet itself.

Experience the Difference
With PaperWise Submissions to Carriers, agencies have the ability to supervise Submission Packets and meet the unique needs of not only their internal processes, but also the needs of their clients. For more information about how your agency can stay ahead of the competition with PaperWise and the Submissions to Carriers application, contact a Solutions Consultant at 417.886.7505.