Field New Business Solution Helps Life Insurers Expedites New Business

Life Insurance Field Enrollment System

Traditionally, producers secured new business by visiting with prospects at their locations and asking them to complete and sign paper enrollment documents. Once the producer returned to the office, he or she would manually enter the prospect's information into the life insurance provider's system -- opening the door to possible data entry errors that could further delay processing.

To expedite underwriting new life insurance business, the Field Enrollment Solution allows the producer to capture a prospect's information and signature directly from a tablet PC while onsite and immediately enter the application into an underwriting workflow. The field enrollment system is easily configured to make sure all required fields are completed on electronic forms, even triggering additional information when certain fields require it. Once connected to a network, the captured information is exchanged with the life insurer's core applications or its business intelligence warehouse, saving the time and expense of transcribing paper-based forms while preventing errors.

The Field Enrollment Solution empowers mobile workers to make confident business decisions by offering them the opportunity to interact with critical information anywhere, anytime -- whether connected to a network or not. The instant access to any forms or documents downloaded to a Windows tablet or laptop makes mobile workers more effective and efficient -- completing tasks in the field, rather than waiting until they return to the office. Additionally, onsite information, such as birth certificates, proof of residence, voice recordings, release of medical information, or signed documents, is easily captured and seamlessly uploaded to a document repository once connected to the network.

Key Benefits
• Streamlines field operations and improves new business accuracy.
• Eliminates the need for expensive air cards traditionally required to access or input information by providing access to information, documents and forms while offline.
• Built for modern platforms such as tablet PCs.
• Instant, anywhere, anytime access to critical business information.

Take a tour of the Field Enrollment Solution.