Industry
Convert documents, such as application forms, claims, and appraisals, into mobile forms to simplify the process of completing insurance documents. The digitized forms can be instantly filled out by clients, insurance staff, or mobile users and conveniently sent back to the office for review and approval.
Open the application form on the mobile device and have the client fill it up. Snap photos and required documents and capture the client’s signature. Once the form is fully completed, simply click the submission button to finalize the process.
Set validation rules for each field to notify users of any incorrect information entered. This helps reduce the likelihood of errors or incomplete submissions, ensuring that the form is accurate and complete when it is submitted.
An automated SMS notification is sent to the applicant, indicating whether their application has been approved or rejected.
Set up multiple levels of review with each level having multiple approvers. This ensures a comprehensive review process before the claim gets approved. Upon passing the first level of review, the form will proceed to the next reviewer. The second approver must approve it before it can advance for final approval. Approvers have the ability to review previous reviewers’ comments/remarks.
Document the assessment of claims/damage using PowerForm™. This involves determining the location of the claim assessment, taking photos as evidence, and obtaining the customer’s signature. After filing, customers are informed of the final result of the claims/damage via SMS/email notifications.
PowerForm™ not only helps field agents in getting to the right claim’s location but also updates supervisors and managers with timely information on the service’s whereabouts and schedule, allowing them to make data-driven decisions.