Life Insurance

KeyMark’s end-to-end solution for Life & Annuity  insurance was designed to automate and improve life insurance underwriting, enabling your organization to achieve optimal efficiencies and improve communications with agents and customers. Understanding that quick, accurate assessment of risk and rapid collection and investment of premiums is crucial to your success; our solution delivers improved access to the highly accurate data your staff needs to make faster, better informed decisions. 

Beginning in the mailroom, our solution provides mail opening, extraction and scanning services, even identifying and indexing mixed documents and attachments. Once the documents are ingested in to the system, they are automatically sorted by type and stored into user-friendly folder format with color-coded tabs and templates. Forms, reports, applications are more can be easily accessed from virtually anywhere. 

Efficient access and electronic workflow can help you to cut underwriting times dramatically and avoid the delays and challenges associated with lost or misplaced files. Even better, our solution improves the quality of your underwriting processing, ensuring that your team has the complete and accurate data they need.

Through automated workflow rules based on your business needs, the solution can automatically route documents to the appropriate business process or individual, complete forms and send applications to multiple carriers at the same time. The solution also decreases the wait time for test results by electronically interfacing with third party organizations such as contract laboratories. As a result, exam results are quickly delivered and delays associated with hard copy deliveries are eliminated. Through workflow, data is automatically presented to underwriters for quote refinement and policy dispatching – without the delays associated with manual processes.

By automating your underwriting process through our solution, you can improve the quality of your underwriting data, capture and access applications and supporting document instantly, improve communications with agents and customers and underwrite more business in less time, without increasing staff