Knowing the portfolio
Collect information from documents and authorized systems, link policies and riders, compare coverage and identify what is missing.
For insurance agencies
The agent stops being the link between systems.
MediMe brings the client, the information and the handling into one case, and moves the work forward in sales, service and renewals. The agent sees what is happening, makes the decisions that are theirs and stays in control.
The challenge
One request, five places.
The client on WhatsApp, the policy in a portal
Details in the CRM, documents in email and follow-up in a task list. Handling one request means moving between all of them.
Re-keying and remembering
The same data is typed again from system to system, and someone has to remember what was done and what is still missing.
The existing book waits
Gaps, duplications and renewals surface when the client calls, because there is no time to review the book in advance.
What the system does
Four journeys an agency can start with.
In each journey the system prepares and advances, and the agent reviews and approves.
Proactive care for existing clients
Review cases ahead of renewal or when new information arrives, identify possible gaps and duplications, prioritize and prepare a reasoned action plan for review.
Advancing a sale
Accompany a lead from first contact: collect consents and documents, map needs, prepare a comparison and proposal material, coordinate next steps and follow through to completion.
Ongoing service
Receive a request, locate the relevant information, prepare a response and carry out actions within the system's authority. When a document is missing or approval is needed, it manages what comes next.
Control
The agent decides. The system prepares, acts and follows up.
- One place for decisions
- Each recommendation comes with its explanation, supporting information and proposed action. The agent reviews and approves within the same process.
- Nothing material goes out without approval
- Routine actions can be carried out automatically. Material actions go through approval, and complex cases reach an expert.
- Follow-up through to completion
- The system updates statuses and flags delays and exceptions. When a process stops, it hands it to the right person with full context.
The CRM and carrier portals keep doing their job. An action that requires an external sign-in or human handling is shown inside the process, with the context it needs.
The next step
Start with the journey that occupies the agency most.
Tell us where the time goes: renewals, leads or service requests. Together we will review the information sources, the approval points and the measures of success.