As you know, an insurance policy is physical evidence of the agreement between the insurer and the client. Have you ever had to return it to us because there was a typographical error in the name of your client? Have you ever had a situation in which the premium presented to the member/client was changed due to the date and month being reversed in their date of birth?
These situations, although unfortunate, can happen and involve additional delays and costs to issue a new policy. These situations can even tarnish our brand image.
With the goal of issuing accurate policies on the first attempt, a
quick and easy step will be added to the Illustration app on April 19:
Final check before the application step.
When you click
Save for eApp, the following new window will appear:
Steps to take
You must select the language the illustration should be created in and check the following information:
- Names of the policyowners and insureds, including typography and their role (policyowner/insured) for the policy
- Date of birth
Check the box or boxes and confirm that the information is accurate by clicking Save.
Note: This step prevents importing incorrect data into the application.