CSRdigit
CSRdigit is a one-of-a-kind brokerage solution that enables Customer Service Representatives (CSRs) and Account Managers to manage the whole insurance policy life cycle while also avoiding costly broker Errors and Omissions (E&O) liability risks.
CSRdigit
CSRdigit is a one-of-a-kind brokerage solution that enables Customer Service Representatives (CSRs) and Account Managers to manage the whole insurance policy life cycle while also avoiding costly broker Errors and Omissions (E&O) liability risks.
KEY TECHNOLOGY FEATURES
Broker E&O Risk Management
Identifies and corrects errors to reduce E&O risk, enhances decision-making, and manages exclusions and endorsements with a comprehensive 300-point checklist.
Seamless Integration & Standardization
Integrates smoothly with your existing Agency Management System (AMS), eliminating the need for CSRs to switch platforms, standardizing outputs, and reducing errors.
Best-in-Class Technology
Utilizes AI, ML, and NLP to automate policy checks. The proprietary Exdion Grid identifies variances and facilitates action with actionable checklists, automating downstream activities and endorsement requests, all through an MS Excel-like interface for ease of use.
Exceptional Accuracy
Delivers industry-leading accuracy, reducing liability risk, improving client communication, and identifying coverage gaps with quote compare technology.
Why Choose CSRdigit?
Optimized Efficiency
Streamlines processes, accelerates policy-checking, saves valuable time, and reduces operational costs.
Attract Next-Gen Talent
The insurance industry faces a talent crunch. CSRdigit's automation streamlines operations, making work efficient and appealing to tech-savvy professionals, fostering a culture of innovation.
Scalability and Peak Performance
CSRdigit ensures smooth, efficient operations even during high demand, with scalable design and full control over CSR utilization and actions, all year round.
Actionable Insights
Extracts key unstructured data from policies, carrier quotes, proposals, and ACORD forms, enhancing decision-making with superior analytics and smart dashboards.
Innovation and Growth
Incorporates user feedback to enhance efficiency. By automating repetitive tasks and digitizing policy data, CSRdigit frees your technology team to focus on high-value projects that drive innovation and growth.
Next-level Protection
CSRdigit operates in a secure, dedicated AWS environment in the US, enhancing security and compliance with measures like encryption and multi-factor authentication. This ensures robust protection for all customer data, allowing you to focus on leveraging technology to enhance operational efficiency without compromising on security.
Mitigate E&O
The Customer Service Representative (CSR) is the first line of defense against broker liability. With CSRdigit, CSRs and Account Managers can view major E&O issues—including mistakes, coverage gaps, omissions, and risks related to coverage limits, retentions, and endorsements—in a single view. The E&O Grid checklist allows for quick and easy correction of variances.
