“We have reduced the time to quote and can make accurate decisions with Newgen’s Insurance WorkDesk Solution. Automated processing, real-time integration, and faster policy issuance have led to a better customer experience and higher business volume.”
CTO, Leading P&C Insurer
Processes Powered by the Insurance WorkDesk
Claims WorkDesk
Allow users to access claims documents on a single platform. Integrate with core platforms like Duck Creek, Guidewire, and Salesforce for quick data accessibility.
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Comprehensive Content Management
Store content based on the defined classification scheme in a centralized repository. Add documents, view properties, maintain versions, capture audit trails, annotate content, including video and audio files, compare documents with synchronous scrolling and highlighted differences, save PDF renditions, and add comments on documents.
Single Window Access to Content
Obtain a 360-degree view of all the content related to customers, processes, and claims, and set multiple levels of access rights on folders and documents to enable different repository views for various users. Access content, including large-sized documents, images, audios, videos, MS Office files, and emails from a single platform.
Seamless Collaboration and Communication
Initiate correspondence through MS Teams and Zoom meetings from the core policy administration system interface. Generate, track, and archive documents, such as response letters, agreements, contracts, policy renewal, and claim reports, using predefined templates. Deliver personalized customer communication along with required attachments.
Easy Document Discovery
Find desired claims files and policy documents quickly with a powerful search engine and filters. Track all highlights, comments, and annotations within a document, regardless of its size, through a dedicated annotation search tool.
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Key Benefits
- Unified view of all case-related content from a single interface
- Pre-defined templates to create and deliver effective communication
- Perfect alignment of all the core PAS content on a centralized repository, enabling a single source of truth
- Intuitive search tools and collaboration capabilities to enhance productivity and enable intelligent decision-making

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Request a demo to explore how our contextual content services integrate with the core insurance platform to automate the life insurance journey.
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