P&C Client Onboarding

Digitize paper-based processes, improve questionnaire logic, reduce application processing time, and integrate external systems to fully digitize the customer lifecycle from quote request and proposal generation to binding and issuance.

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Unqork's client onboarding solution makes it easy for companies to: digitize and optimize customer information collection: move paper forms online, build in logic to skip unnecessary questions, and seamlessly integrate with external systems for key information.

Improved customer satisfaction

Enhance the client experience by reducing pain points and providing self-management capabilities


Increased business agility

Allow business teams, not just tech, to make rapid changes to products and user experience without coding resulting in accelerated speed-to market and speed-to-value


Enhanced ease-of-use

Contextually appropriate questions and improved data capture from external sources to minimizing data entry


"...a minimum of three times faster and three times less expensive [than traditional methods]."

James McGlennon, CIO

Additional Capabilities



Consistent data capture, validations, processes and workflow regardless on intake channel


Friction-free handoffs

Agent- and/or customer-led digital workflows with ability to transfer edit rights at any point


Third-party integrations

Seamless integrations with external data providers and systems to capture customer and exposure / risk information to minimize data entry


Straight-thru processing

Automated validations rules, eligibility checks, knockout questions, and financial systems integrations to process straight-through fulfillment


Transparency & accountability

Manage the entire process with insights to progress, ownership with automated routing, alerts and notifications


End-to-end digital workflow

Integrated with carriers’ core systems to fully digitize the process from quote request to proposal generation and fulfillment with e-payment and e-signature

Featured Content

eBook: No-Code + P&C Insurance

Learn how today’s most innovative P&C leaders are using no-code to supercharge their digital transformation.

read the ebook

Fully automating the customer lifecycle in just 12 weeks

A Global Specialty insurance carrier used Unqork to build a digital solution fully automating intake, quote, bind, and issue for no-touch and underwriter workflows. The solution was designed for optimal customer and agent experience, underwriter flow, underwriting admin flow and sales and customer service agents along with mobile responsive capabilities for rapid responses and approvals.

• Achieved 100% paper-free processing

• Increased quote-to-bind ratio by 10%

• 90% reduction in time to quote, drastically
improving client experience

• Lowered expense ratio and operational risk with
automation and controls

• Speed to market in 12 weeks from inception to
production with only 5 resources

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