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EZ-UnderWritingTM
EZ-UnderWriting™ is a medical underwriting
activities management tool for annuity provider, trust/bonds/banking product provider
or any such business entity who is offering life contingent financial products.
EZ-UnderWriting™ automates work processes, document generation, sharing
& transmitting in a collaborative work environment for better customer service,
higher productivity and accurate reporting.
FAQ
Request a demo
Overview
- Complete medical underwriting activity
management
- Rated Age request, Underwriting to Sales
tracking
- Integrated with standard Impairment Codes
- Integrated with proprietary underwriting
formulas
- Paperless underwriting operation
- Integrated diary, calendar & email
- Extension product to
StructureManager™
- Accurate, quick and real-time reporting
- Role/user-based security
- Template based document generation
- Complete document management and archival
- Reasonably priced ready-to-go solution
for quick-start
Features
- Automates digitizes and optimizes the
entire medical underwriting process
- Eliminates a lot of papers from the entire
workflow
- Digitization from the receipt of the medicals
to confirmation of rated age makes it very fast and efficient
- Tracks rated age from request all the
way up to sales conversion
- Success ratios and true potential of the
rated age requests can be measured easily
- Medical underwriting specific tasks,
diary, documents, notes, emails & more
- Built on Microsoft platform with open
and scalable architecture to fit right into existing infrastructure
- Architecture allows interfaces with proprietary
in-house systems via communication bus / services
- Integrated with Word, Excel, Outlook,
Notes, Adobe, RightFax, IBM FileNet, any networked scanner(s)
- Quick slicing and dicing of data in real-time
using reporting integrated with Microsoft Excel & Adobe PDF
- Fully configurable & easily manageable
user security based on user, role, task, calendar or any custom element
- Create Word/PDF letters, emails &
other personalized communication from defined templates
- Continuous improvement in technology &
feature-set based on best practices at no extra costs
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