https://store-images.s-microsoft.com/image/apps.44475.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.d18e952e-71a2-4e43-9769-5e50303c791d.png
InsureMO Underwriting
de InsureMO
Just a moment, logging you in...
Streamline underwriting workflows by reviewing referrals within Microsoft Teams
The InsureMO Underwriting empowers insurance underwriters and administrators to manage referrals, initiate proposals, and onboard products - all from within Microsoft Teams. By centralizing underwriting actions into Teams, it eliminates the need for users to switch to external portals.
Underwriters receive notifications in Microsoft Teams/Outlook when a policy referral is triggered and can immediately review and act upon it. Administrators can onboard new insurance products and assign roles to team members such as processors or underwriters. Proposal initiation is seamless, and referrals are automatically generated based on predefined rules.
Key features:- Review and act on submitted referrals directly in Teams
- Onboard insurance products with required metadata
- Initiate and issue proposals with built-in referral workflows
- Fully supported in Microsoft 365 Hub for a unified experience
- Requires valid access to an InsureMO tenant. (Click here)
- Bearer token (Personal Access Token) authentication must be configured
- Sales Channel must be preconfigured in your InsureMO environment
Capacitats de l’aplicació
Quan s'utilitza aquesta aplicació,
- Pot enviar dades per Internet.
- Aquesta aplicació pot accedir a informació personal del missatge actiu, com ara números de telèfon, adreces postals o direccions URL. No es poden llegir ni modificar altres elements de la bústia de correu. Reviseu la declaració de privadesa del desenvolupador per obtenir més informació personal sobre com s'administra i processa la informació personal.
D'una ullada
https://store-images.s-microsoft.com/image/apps.10878.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.4ea7cc16-e907-4ed4-8e80-639107b4a76e.png
https://store-images.s-microsoft.com/image/apps.10770.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.26f514a4-f62a-4b4e-8183-ce52bfe8f373.png
https://store-images.s-microsoft.com/image/apps.8126.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.aa5c2b1f-7ac1-48f0-a221-e02537cd6350.png
https://store-images.s-microsoft.com/image/apps.16355.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.aebfe5aa-9781-48a2-b234-95888392e75c.png
https://store-images.s-microsoft.com/image/apps.51530.5fe99472-6034-4e46-914e-d61e5a832172.70ec1158-c363-4a2b-9986-732f85895918.e8d11465-690a-442f-8f8f-94aaf6951294.png