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Automate the Creation of Insurance Documents

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 Insurance Contract Solution gives you a fast, automated way of creating complex documents in real time. You can set up smart templates that give brokers and underwriters an easy, self-service option for producing slips, quotes, policies, contracts, and other insurance documents. Libraries of smart wordings and clauses help your legal and wording teams to prepare an excellent first draft in record time. You can also deliver documents in different formats for different users. Read-only PDF lowers the risk of last minute changes, while Word (DOCX) and RTF let you finish the drafting in your preferred word processor. 

Increasingly, Exari’s contract management solutions are being used to develop scalable solutions to enable rapid entry into new lines of business, or new markets, allowing business to be written by a third party, while giving the insurer total control over the rules, a transparent real time view of documents produced, and the ability to instantly analyze and report on their business. 

With Exari, the end result is greater control, more visibility, increased efficiency, reduced error opportunity, and lower costs.

Insurance animation

The Lloyd’s market syndicates are using Exari to improve their business.

Documentation and Policy Generation for Insurance Brokers and Underwriters

Unfinished contracts leave companies exposed to large, unmanageable risk. Manual drafting slows things down and keeps your costs high. The rich vein of granular data locked in your documents can’t be tapped to provide powerful analysis. Improving the speed and quality of data gathering with an automated and streamlined process will get you ahead of your competition.

  • Customer Chubb
  • Customer Ed Broking
  • Customer Marsh
  • Customer Miller
  • Customer Willis
  • Customer Zurich

Exari's Submit, Quote, Bind Solution

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.

How does it work? Simply. 

The underwriter prepares a quote document and sends it back to the producer to confirm acceptance. Once the request to bind is delivered, the underwriter can generate the client documentation and invoice reusing answers generated from the quote.

Read more about Exari's Submit, Quote, Bind solution.

1. Producer Creates Submission:

  • Capture high level risk details.
  • Upload supporting information as attachments.
  • Complete Intelligent, class-specific Exari Interview to generate Submission document.
  • Track changes by audit controls.

2. Carrier Creates Quote or Declines to Quote:

  • Review submission document and supporting information.
  • Create Quote Document from pre-loaded submission answers and additional input.
  • Exari questions can refer to a rating engine to generate Premium.
  • Add Underwriter notes and “Send” Quotation.

3. Producer Accepts Quote:

  • Producer reviews the Quote and any notes.
  • Confirms Acceptance of Quote.
  • OR, replies with comments to request alternative Quote.

4. Carrier Creates Policy and Invoice:

  • Producer’s acceptance enables carrier to generate Policy and Invoice.
  • Risk is added to data and “Bordereau” report.