Digital Transformation with Digital Forms – Silverbridge
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Empower your intermediary channel to digitally onboard new customers and proactively manage customer retentions.




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About the Intermediary Portal

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Empower your intermediaries to work remotely and offer a digitally enhanced customer experience. Our solution enables the intermediary channel to digitally onboard new customers and proactively manage customer retentions. The risk of NTU (Not Taken Up) is reduced through quicker acceptance of new business and data quality is improved through upfront validation. The onboarding is made more efficient through reduction in data capture and the elimination of paper based, manual processes. Intermediaries are also enabled to proactively manage lapses and maturities improving customer retentions.



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Get real-time quotes, including projections.

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Capture and submit applications online.

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Manage all client information on one online portal.

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Manage all leads.

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Manage expected commission.

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Submit client claims with supporting documents.

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Proactively manage policies with a risk of lapsing or reaching maturity.

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Features

  • Digital onboarding
  • Customer identity verification through digital signatures
  • STP (Straight Through Processing)
  • Capability to upload supporting documents
  • Real time communication to customer and intermediary via SMS and email
  • Intermediaries can view all processed and in progress applications
  • Data validations
  • Access all client information

Benefits

  • Removes paper applications and automates onboarding of new business and claims
  • Dramatically reduces the time taken to onboard new customers
  • Provides customers and intermediaries with better service from the insurer
  • Eliminates double capture of information by agent and administrative staff
  • New business applications can be tracked from point of customer engagement through to acceptance by life insurer
  • Underwriting decisions can be made quickly to prevent delays in onboarding
  • Quality of data improves significantly

We enable intermediaries to onboard and service customers digitally, creating the opportunity to remove manual, paper based processes.

Interested? For more Info

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What our clients say

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