SmartPlan Comparison Tool
Simplified plan selection for underwriters and sales teams
Overcoming Complex Plan Selection Challenges
Time-consuming manual plan comparisons lead to inefficiencies
Complex customer requirements that require tailored solutions
Inconsistent recommendations, impacting customer experience and satisfaction
Data overload makes it difficult to identify the best plan options
How SmartPlan Simplifies Plan Comparisons
The SmartPlan Comparison Tool simplifies and automates the insurance plan selection process, ensuring accuracy, speed, and customer-centric recommendations.
Customized Plan Comparisons
Incumbent Plan Analysis: Compares a customer’s current plan with available alternatives.
Customer-Centric Approach: Ensures recommendations align with individual business needs
Efficient Plan Comparison
Automated Plan Matching: Compares predefined plan criteria against available options
Data-Driven Insights: Standardizes decision-making based on underwriting guidelines
Enhancing Underwriting Efficiency
Improved Process Flow: Reduces manual effort and streamlines underwriting workflows
Faster Turnaround: Minimises response times, enabling underwriters to finalize plans efficiently
How SmartPlan Comparison Tool Works
A Step-by-Step Guide
Input Customer Data
- Collect and enter customer-specific details
- Input incumbent plan information
Run Plan Comparison
- SmartPlan instantly evaluates available plans
- Compares against the customer’s existing coverage
Generate & Review Recommendations
- Provides a curated list of plan options
- Matches based on business rules
Finalize Plan Selection
- Underwriters review options
- Present the best choices to the customer
The SmartPlan Comparison Tool Advantage
Faster Decision-Making
Reduces time spent on manual comparisons
Eliminates Guesswork
Ensures data-backed recommendations using predefined rules
Improves Underwriting Efficiency
Automates repetitive tasks, allowing underwriters to focus on strategic decision-making
Standardized Selection Process
Ensures every comparison follows the same evaluation criteria
Transform Your Plan Selection with SmartPlan
Join underwriting teams leveraging the SmartPlan Comparison Tool for efficient, rule-based decision-making.