New Business Acquisition

Dramatically improve first customer experience with seamless, self-service account opening.

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liberty_mutual
hancock
Prinipal-insurance-logo
Nationwide-1

Create a fully digital system for collecting customer information: move paper forms online, build in logic to skip unnecessary questions, and directly integrate with external systems for key information (e.g. license validation, etc.). Automatically check for Not In Good Order (NIGO) inputs during the application process to avoid manual back and forth. After the quote is delivered, send auto-generated policy documents with e-signature functionality.

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Improved customer satisfaction

Provide customers with self-service functionality for on-demand access to information and improved data gathering. 

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Reduced abandonment

Integrate with third party data sources easily to pre-fill data fields and accelerate application submission.

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Ease of use

Customize your solution and design complex workflows and automation via a completely visual UI.

Additional Capabilities

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Digital Workflows

Design complex end-to-end digital processes across multiple systems and teams that require little-to-no human intervention

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Pre-Coded Forms

Build solutions on top our library of 300+ pre-built forms including state variations across all individual life insurance products

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Integrations

Seamless connections to internal (e.g., policy admin system, illustration engine) and external databases (e.g., Lexus Nexus)

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Decisioning

Not In Good Order identification and remediation at an application and policy level, fully mapped ACORD 103 to feeds.

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Analytics

Operational dashboards to track application progress at a policy level and with real time statusing and notifications

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Document Management

Integrated document management functionality including automatic document generation, e-signature, and delivery

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"Unqork's special genius is fixing the entire life insurance issuance process."

Tim Ash, Founder
CUSTOMER STORY

Digitizing the entire customer journey in just 12 weeks.

Using Unqork, a top 10 life insurer digitized the new business acquisition journey end-to-end to increase placements in a scalable model. Moving from a highly manual process involving a lot of customer back-and-forth, in just 12 weeks the company was able to build a unified digital (mobile/online) interface for advisors, customers and operations - leveraging a single source of truth and clean data feed into policy admin, CRM and underwriting system.

  • 100% digital and greater degree of automation

  • Process moved from 60+days
    to less than 20 days on most applications

  • Significant reduction in NIGO –
    from 65%+ to less than 20%

Contact us to learn more

Request a Demo