Agent Underwriting Communications

The Challenge: Inefficient underwriting processes
Crown Solution: Centralized underwriting communications
Business Benefits: Streamlined processes, real-time information for agents

The Challenge

Insurance agencies face intense content management challenges in their policy-oriented, form-driven environments. For example, static underwriting policy guidelines for general agents aren’t necessarily easy to produce, and agents often can’t be certain whether they’re using the most current version of a document. In addition, the iterative nature of document reviews and approvals can result in painfully slow and cumbersome approval processes, inefficient results, and more revision cycles than necessary.

Crown Solution

Insurance agencies looking for operational improvements in their EMC Documentum environments can look to the Crown Agent Underwriting Communication solution for help. Consider how a commercial insurance company leveraged the Crown solution to realize new efficiencies. The company’s underwriting group needed a new system for distributing policy guidelines to their agents and partners. General agents received communications that were key to business changes, pricing revisions, and shifts in underwriting strategy. The company hoped for a more effective means of pushing information to the field, along with improvements in agent relations and brand messaging.

Crown Partners helped develop an interactive site, allowing underwriters and agents online access to underwriting policy documents. This centralized site now provides a unified message with final, approved communications to all agents. Version control is simplified, with a single document functioning as the master content.

Business Benefits

This commercial insurance company and other agencies are achieving efficiency and cost-control gains after implementing the Crown Agent Underwriting Communications solution. Benefits include:

Streamlined underwriting processes
Simplified version control
Enhanced branding and messaging consistency
Real-time information posted companywide
Reduced sales cycles