Utica National Insurance Group integrates systems with OnBase for increased speed and accuracy

Evaluating insurance applications was taking Utica National Insurance Group too long. Relying on paper was cumbersome – it also meant the competition could offer faster and more accurate service.

That all changed with OnBase by Hyland.

Utica now uses OnBase Workflow software to evaluate incoming applications. OnBase automatically declines applications that aren’t good fits, while those that meet preset criterion immediately move to a supervisor who further evaluates them for viability. This gives Utica a competitive advantage by expediting the process – letting agents focus on the best-fit applications, processing them without delay.

 “Integrating OnBase with our in-house systems, even some third-party systems, is one of the best assets that we have,” said Joseph Malecki, senior analyst, Utica National Insurance Group.

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3 ways OnBase changed the way Utica does business

Here are three more ways Utica uses OnBase to gain an advantage above its competitors:

  • Integrates key systems with minimal coding: OnBase easily integrates disparate systems so they share real-time information, speeding access to information for better decision making. Additionally, users easily access documents and information in familiar applications, so there’s little training involved.
  • Empowers better, faster service: With increased speed, accuracy and ease of processes, Utica is an easy choice for agents to do business with. Meanwhile, internally, IT easily fulfills business requests with little programming.
  • Increases access, reduces expenses: “Our agents are able to come online and through OnBase, they are able to view their documents and access them whenever they need them, 24/7. This has been a great benefit, not only from the expense that we save from mailing things, but we also reclaim the time that we would have spent printing and packaging and putting them out,” said Malecki.

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