Services
Policy Management
Our secure online data repository and bespoke workflows mean you’re always alerted whenever policies or endorsements are submitted and approved. The system informs all users who need to take subsequent actions ensuring fast and efficient processing.
It alerts them too, with automated alerts for each policy workflow action. These automated sign off processes reduce the stress and hassle of sending and managing email chasers to colleagues and provide total transparency for all parties. Yellowblox takes care of it so you can spend your time more profitably.
And if you want to see any detail of any policy, Yellowblox lets you quickly find all the information on its intuitive system. Yellowblox even includes handy features such as policy templates that you can adapt, saving you the time of designing them yourself.
Use Yellowblox to reduce time on policy admin so you can spend more time on growing your business
Why use Yellowblox for insurance policy management?
Electronic audit trail for regulatory compliance and peace of mind
Policy & Endorsement workflow alerts enable you to track changes in real-time
Automated document production – from certification to invoice
Automated processes that reduce manual interventions
Financial management and reporting
Real-time dashboards enhance management reporting
Claims Management
Our workflows reduce the time it takes to manage claims. Assigning claims to handlers is as simple as ticking a box. Viewing links between claims and policies means you can analyse ratings with more reliable data.
Brokers and their clients use Yellowblox for instant access to claims status. It all adds up to happier clients and less admin for brokers.
And because all communication is conducted in our cloud-based system, claims can be approved, double-entry data inputting can be eliminated, and the possibility of errors is significantly reduced.
What’s more, the Yellowblox digital audit trail of actions and changes means you can see who did what in a full history of each claim. This means better compliance, easier auditing, and knowledge at your fingertips when taking questions from clients and colleagues.