Applied Motor Benefits
Manage document production by user
Documentation is generated in packs based on pre-defined rules and the motor scheme selected. Individual user preferences manage whether policy documentation is printed instantly or sent for batch production, and diary reminder entries are automatically created to ensure required documentation is returned by the customer within specified timescales.
Process renewals with ease
All required information is pre-configured. Errors and exceptions are logged as they occur, with the utility moving onto the next renewal to process and providing a report at the end. A policy event will be logged for the ‘Renewal Offered’ event on each policy.
Quote last year's prospects
Produce a batch of letters for multiple clients showing what this year’s Motor premium could be, based on the risk details that you currently have saved. The quotation process uses the existing stored risk data to produce a quote for the client.