Ecclesiastical Insurance has just launched a new digital portal for brokers to enable them to manage their schemes more effectively. This looks like a platform where automated features can really save time suring the quote process. Here’s the word;
Schemes+ has been developed in house by Ecclesiastical because many brokers still rely on a manual process when bringing new schemes customers on board. With Schemes+, brokers can enter the details directly into the system to generate a quote, helping to save time and improve service to policyholders. The system also automatically generates pricing and documentation for quotes, allows brokers to instantly compare different limits and gives them quick access to policy information.
The application contains a number of automated flags which highlight areas that require more information or need a referral to an underwriter with the referral process being fully managed through the platform – reducing the risk of error and assisting compliance.
Schemes+ also automatically generates the monthly bordereau required by Ecclesiastical, saving time and effort for all parties.
As part of the developing of the product, Ecclesiastical successfully ran a pilot with Pound Gates, specialist insurance brokers based in Suffolk.
Chris Withers, schemes and partnerships director at Ecclesiastical Insurance, said: “I’m really pleased to launch our new Schemes+ offer to brokers and to help them and their customers grow their schemes business. We’ve worked closely with brokers such as Pound Gates to shape the portal to meet their needs and believe it will really make a difference.
“This is a really exciting time for us as at Ecclesiastical. We’ve made some fantastic steps towards growing our schemes book and have ambitious plans to do even more going forward. We believe there is a great opportunity for us to achieve those ambitions by working closely with brokers to help them solve some of their current challenges, and this new digital platform can go a long way to achieving that.”
Del Sharman, director at Pound Gates, said: “It’s been fantastic working on the pilot for Schemes+ with Ecclesiastical. By getting us involved it shows us they’re serious about supporting schemes brokers to achieve their goals.
“The Schemes+ tool has definite potential to help us make efficiencies, potentially allowing up to a third of renewals to go through an automated renewal process. This could free up members of our team to focus their efforts on other areas, such as growing the business and supporting customers.”
For more information on Schemes+ and to book a demonstration, visit ecclesiastical.com.
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