Are you re-keying the same data into multiple systems and documents? What if you could feed back office systems and create slips, quotes, policies, forms and wordings using a web-based questionnaire to ensure consistency across systems, products, documents?
Exari’s Submit, Quote, Bind solution is enabling commercial brokers and agents to quickly and accurately capture their document data to help generate the quote and policy documentation, dramatically reducing cost and risk. Exari’s innovative interview process asks questions to generate documents and capture data that can be easily reported on. The system moves documents between the Producer and the Carrier, re-using previous answers to create subsequent documents and gaining approval where required.