Insurance distribution and servicing depend on information moving between distributors, insurers, sales teams and operations. Where those hand-offs are manual or fragmented, quotes take longer, post-sales service becomes harder to manage and decisions are more difficult to evidence.
We use ServiceNow across insurance distribution and operations, working with banks and other distributors as well as insurers managing servicing and operational workflows.
Smart Assurance guides relationship managers through rule-based product comparison and records the rationale behind each recommendation. Smart Aggregator manages the connections to insurers and service providers.
We use ServiceNow as the service layer behind an existing customer portal, connecting policy servicing, operations teams and core systems through customer service management, integrations and custom applications.
Our bancassurance experience spans the relationship-manager conversation through to policy servicing and commission reconciliation, informing the workflow design.
Comparison rationale, recommendations and follow-up activity recorded as the work happens.
Insurers, verification services and payment providers connected through defined, managed interfaces.
