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

por InsureMO

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
Requirements:
  • 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

Funcionalidades de la aplicación

Cuando se usa esta aplicación,
  • Puede enviar datos por Internet
  • Esta aplicación puede obtener acceso a información personal en el mensaje activo, como números de teléfono, direcciones postales o URL. No se pueden leer ni modificar otros elementos del buzón. Revise la directiva de privacidad del desarrollador para obtener más información sobre cómo se administra y procesa la información personal.

De un vistazo

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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
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