What solutions are available for submitting documents to carriers?

Automated processes bridge the gap between sales and service, fostering positive relationships between you and your clients.  PaperWise offers innovative solutions that utilize progressive technology to maintain better control of processes such as making new business or renewal submissions to carriers.  Structured around hurdles encountered while processing submissions to carriers, the PaperWise Submissions Management Console resolves three primary issues:

• Tracking
• Turnaround
• Collaboration

Tracking

Maintain control when marketing to carriers.  The PaperWise Submissions Management Console provides reports that provide confirmation of carrier receipt, 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

Offer expected turnaround to customers.  With the Submissions Management Console, agencies can set expiration dates on packets, requiring carriers to respond by a certain time.  This incentivizes a quick turnaround from carriers and helps CSAs to maintain control of the process, all of which drastically impacts the ability to serve clients faster.

Collaboration

Work with carriers to move processing through and provide the best possible service to customers.  Collaboration between carriers and agencies is necessary to progress the packet towards completion.  Operating with PaperWise, carriers and agencies are granted the ability to communicate quickly and easily regarding the Submission Packet by attaching notes to the packet itself.