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InsureMO Underwriting

oleh 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

Kemampuan aplikasi

Ketika digunakan, aplikasi ini
  • Dapat mengirim data melalui Internet
  • Aplikasi ini dapat mengakses informasi pribadi di pesan aktif, seperti nomor telepon, alamat pos, atau URL. Aplikasi dapat mengirim data ini ke layanan pihak ketiga. Item lainnya di kotak surat Anda tidak akan dibaca atau diubah.

Sekilas

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
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