Exdion.Endorsement Tracking
Exdion.Endorsement Tracking automates the endorsement process, significantly reducing manual errors and enhancing operational efficiency. By seamlessly integrating with AMS, brokers can easily track and manage endorsement requests, ensuring accurate and timely policy updates. The solution helps identify and correct policy errors, lowering E&O risks, while offering real-time insights and tracking for endorsement requests and variances.
Mitigate E&O
Exdion.Endorsement Tracking mitigates E&O risks by automating and monitoring endorsement processes, ensuring that policy updates are accurate and timely. By tracking variances and providing real-time insights, the solution helps brokers address critical changes immediately, reducing the risk of oversights that could lead to costly omissions and enhancing policy accuracy across systems.
Features
Efficient Change Requests Management: Highlights critical variances and streamlines endorsement requests for reduced errors.
Action Tracking for Variances: Monitors actions taken on variances, ensuring accountability and no overlooked tasks.
AMS Updates in Parallel: Updates AMS while processing endorsement requests to maintain accurate policy data.
Smart Broker Insights: Customizable dashboards provide real-time analytics, prioritizing tasks and managing risks effectively.
Benefits
Reduced E&O Risk: Automates error detection and correction, minimizing exposure to E&O claims.
Enhanced Efficiency: Automates endorsement requests and policy updates, freeing up time for client-focused activities.
Seamless AMS Integration: Keeps policy data consistent across systems, reducing the need for double data entry.
Faster Processing: Directly transmits endorsement requests to carriers, speeding up processing times.
Improved Accuracy: Tracks variances and updates in real time, ensuring policies are always up to date.
Real-Time Monitoring: Stay on top of endorsement requests and variances, preventing delays and overlooked tasks.
