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In Association With
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e-Excellence Ratings – ABC Provider
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This paragraph would briefly highlight the strengths of the operational proposition in terms of where the provider has scored particularly highly and why.
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We would analyse how well the provider integrates with adviser systems ranging from API’s available, application pre population, tracking messages and ongoing policy messaging.
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We would look at what portals the provider are present on from iPipeline Assureweb & SolutionBuilder, IRESS The Exchange, DLP QuotePlus, UnderwriteMe etc. We will also consider how the different systems integrate with the application journey
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This will consider the application journey in terms of questions asked, how dynamic the questionnaire is, can clients complete this themselves and how, how the case underwritten online, what decisions can be given.
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How can policies being underwritten, policy changes or claims can be tracked. Is there a specific online destination clients and advisers can access to see where their policy is and what information is shown.
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What underwriting services are available, is there a pre underwriting team, is tele underwriting offered and how?
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Is an online trust journey offered? Does this include a trust wizard to ensure the right trust is selected? Are the trusts signature free, if not does the provider offer online signature capabilities? Is the trust journey part of the application or separate?
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What options are available when servicing a policy, can the adviser and client access policy details online? Can they make changes to the policy online and if so what changes can be made?
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Are annual statements issued for all policies or just those that change (e.g. index linked policies). What is included in the annual statement and how can this be delivered (online or paper). Who received it?
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How does a provider make the claim process easy? Does the client or adviser speak to the same call handler? When is the claims dept open, how do they highlight other policy benefits that could be utilised (i.e. counselling etc.)
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What percentage of claims have been paid for each policy type, what are the reasons for unpaid claims (non disclosure or not meeting definitions) This will show the last 5 years claims.
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