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InsureMO Underwriting

bởi 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

Chức năng của ứng dụng

Khi bạn sử dụng, ứng dụng này
  • Có thể gửi dữ liệu qua Internet
  • This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.

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