New Software Enables Self-Service Transactions For Group Life/Health
A Canada-based software vendor has announced the latest version of a software application that enables agents and brokers, employer administrators, plan members, customer service representatives and third party administrators to complete self-service transactions with a life and health carriers multiple back-office and CRM systems.
Toronto-based DWL, Inc. claims the product–DWL Insurance for Group Life and Health–is the only application of its kind to enable a cluster of business services–primarily those concerned with customer administration–to be shared throughout the enterprise.
“We elevate customer functionality–roles, relationships, locations–[to create] a single instance of that customer information,” explains David Corrigan, a product marketing manager at DWL. “We integrate with all points in the enterprise.”
He adds that the product is scalable to handle enterprise-level volumes of data and associated transactions.
DWL says the application integrates with DWL Customer, a customer administration tool “through which all customer transactions from both front and back office systems flow.” Leveraging this, DWL Insurance for Group Life and Health can provide for enterprise customer administration, “enabling the management of plan member information, the roles and relationships they have within the organization, privacy and interaction history across the enterprise.”
According to DWL, this allows the organization to more effectively cross-sell group lines of business into other areas.
The new product is built to complete specific actions involved in servicing, says Corrigan. These include making adjustments to life event changes, checking on claim status, adding new beneficiaries, and “sales aspects, too.”
DWL Insurance for Group Life and Health is delivered as a disk-based product (not online via an application service provider) and deployed on an insurers internal machines, says Corrigan. Installation time is between three and six months, depending on the amount of customization desired.
Corrigan points out that this product is designed to be customized and extended, and that DWL provides customization services through partnerships with systems integrators. Since the software is designed to allow easy access for anyone wishing to make changes, “there shouldnt be any user training needed,” he notes.