Traditionally producers secure new business by visiting with prospects at their location, asking them to complete and sign paper enrolment documents. Once the producer returned to the office, he'd manually enter the prospect's information into the provider's system – opening the door to possible data entry errors that could delay processing even further.
To expedite underwriting new business, the OnBase Open Enrolment Solution allows the producer to capture a prospect's information and signature directly from a tablet PC while onsite and immediately enters the application into an underwriting workflow. The solution ensures all required fields have been completed on electronic forms – it even will alert when additional information is required for certain fields. Once connected to a network, the solution exchanges the captured information with the insurer's core applications or its business intelligence warehouse, saving the time and expense of transcribing paper-based forms while preventing errors.
The OnBase Open Enrolment Solution empowers mobile workers to make confident business decisions by offering them the opportunity to interact with critical information anywhere, anytime – whether connected to a network or not. The instant access to any forms or documents downloaded to the OnBase client (briefcase), makes mobile workers more effective and efficient – completing tasks in the field, rather than waiting until they return to the office. Additionally, onsite information, such as birth certificates, proof of residence, voice recordings, release of medical information or signed documents, are easily captured and seamlessly uploaded to a document repository once connected to the network.