Insurance | Policy Management Operations
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Customer Correspondence Management

Increase efficiency and enable transparency

Although the majority of insurance transactions are digital, the management of customer correspondence is still mainly a manual process. Insurers need a way to streamline the processing of all correspondence to enable transparency, increase efficiency, and provide the highest level of customer service.

With Appian, insurers can digitize how they manage all customer correspondence, enabling a full historical audit trail of all folders, documents, and tasks, while increasing visibility into system usage patterns and operational efficiency.

  • Simplified organization and streamlined tracking of correspondence for documents in stages of review, approval, and resolution
  • Workload management from a single landing page that displays tasks and due dates
  • The capability to adjust the routing and approval of tasks and deadlines, ensuring correspondence is handled in a timely manner

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