Insurance

In the tough competition between insurance companies, yours would be a sure winner if you managed to cut your prime costs while improving your service quality, as well as the mobility and flexibility of your staff.

Too many birds with one stone? Not with a proper tool: the cost-effective and comprehensive DigSee SURE "out-of-the-box solution" will make you equal to these challenges.

Extend the power of your enterprise resources out into the field

DigSee SURE can change the work style of your field staff. Using very popular and cost-effective Palm handhelds, your workers will always be able to enter the correct information and transfer it to the office in a few minutes. Now the solution for the input of diverse forms, reports and questionnaires is advanced to the forward position: into the field, to the meeting between your field staff and a client.

Furnish your office staff with a capability of transferring the required form to the field representative directly during a meeting with a client

Choosing a form template on a phone screen

Living in a real mobile world with diverse services and contingencies, a representative of your company can always face the necessity to fill in an unexpected (impromptu) form. E.g., a client may wish to order a new service, or a special insurance claim form needs to be entered. In these cases, your field representative can send the corresponding request to the office, and office workers will transmit the new form directly to the representative's Palm organiser while the meeting with the client is still going on.

Moreover, in order to fill in such forms, your field representatives require no previous training: the transferred questionnaire template already contains everything required for the respective interview. The rules which do not allow one to enter incorrect information; transitions or "skip patterns" which minimise the input time of a form or questionnaire; logical rules which provide an immediate check of the input correctness and logical consistency of the respondent's answers during the interview; both a written question for the respondent and a commentary for the interviewer — all these capabilities are immediately accessible to your field representatives. Besides, they will also have an option of immediate entry of the required data and its wireless transfer to the central office, for example, by using the built-in capabilities of mobile communication.

Service quality improvement / minimisation of input errors and expenses related to field data error correction

Although a single error made in the insurance business can be critical, the number of errors in primary data input for insurance forms is still high, which requires costly multistage procedures of data entry and verification. A more cost-effective alternative is presented by the DigSee SURE solution: it leaves an operator no other option but to enter the information correctly! Special control rules, repeated input options, automatic data copying, control of allowed intervals and "smart" navigation through the form or questionnaire — such a combination makes it possible to minimise the losses of your company related to input data error correction. Moreover, you can take advantage of the possibility to set special logical rules in the descriptions of your forms and questionnaires, which will notify your representative about a "logic inconsistency" of the client or about input errors detected during his/her meeting with that client.

A solution which is always at your fingertips

Insurance agents furnished with the Palm SURE solution will enjoy the consumers' preference, because at any time and in any place they have a possibility to fill in the results of their meeting with the client. A Palm solution always fits one's shirt pocket or a purse.

Means of regional expansion

Palm SURE, due to its mobile capabilities, offers you a cost-effective possibility to expand the territory covered by your field staff.

Moreover, field representatives would no longer need to visit the central office in order to deliver their work results — these are transferred remotely and become accessible to the central management in a few seconds.

Operation in difficult conditions

Your field staff will have an opportunity to fill in forms in difficult conditions, for example, in public transport or in a crowd. With a Palm device conveniently placed in your palm, you get a unique possibility of filling in forms (e.g., claim forms) in difficult conditions and/or an unfriendly work environment.

More safety for your field staff

Unfortunately, the world we live in is not ideal: too many localities are quite unsafe and unfriendly to outsiders. A person with an expensive-looking notebook is exposed to unjustifiable hazard in such localities. On the other hand, demonstrating such "red tape" attributes as paper forms provokes animosity and sometimes even aggression. Therefore, an option of furnishing insurance agents with a very cost-effective Palm organiser, which can be hidden in a shirt pocket or in a purse, will guarantee more safety to your field staff.

Service quality improvement due to multipurpose Palm applications

As soon as you acquire the Palm SURE solution for mobile input of questionnaires and forms, you can enjoy the full range of Palm organising capacities: scheduler, alarm clock, calculator, electronic notepad, e-mail and a lot of other handy built-in solutions.

You will get an opportunity for effective management of your field staff

An authorised manager decides which questionnaire should be transferred into the handheld of which particular mobile representative. Moreover, questionnaires received from different representatives can be stored in different arrays of questionnaires, which gives you a possibility to evaluate the survey quality and the scope of work of each particular representative separately.

Moreover, why not prepare your internal reports as forms and have your field staff enter their daily reports in such a form? In this case, you will have effective monitoring of the daily activities, whereabouts, results and expenses of your field staff!

You acquire an opportunity of practically error-free input of a large number of paper questionnaires at your office

If you need to enter plenty of forms or questionnaires without errors at your office (for example, those received by mail from "home users"), the Network SURE solution can help you reduce the input time and expenses with a simultaneous reduction of the number of errors made by operators. All the above advantages, combined with two data input options ("keyboard only" and "keyboard + mouse") and with a possibility of simultaneous entry of questionnaires from several workplaces and placement of the results on the central server — all these features make DigSee SURE quite indispensable for the input of questionnaires.

A short list of benefits you can enjoy by using the DigSee SURE solution

  • Extend the power of your enterprise resources out into the field.
  • Furnish your office staff with a capability of transferring the required form to the field representative directly during a meeting with a client.
  • Service quality improvement / minimisation of input errors and expenses related to field data error correction.
  • A solution which is always at your fingertips.
  • Means of regional expansion.
  • Operation in difficult conditions.
  • More safety for your field staff.
  • Service quality improvement due to multipurpose Palm applications.
  • You will get an opportunity for effective management of your field staff.
  • You acquire an opportunity of practically error-free input of a large number of paper questionnaires at your office.

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Tell us about your task — we will pick the DigSee SURE modules you need and help you roll them out.

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