Markel Insurance uses the forms with automatic actions from Diamond Forms, Flows & Docs to make processes more efficient. Requesting, preparing and adjusting quotations is smooth and without labour-intensive manual handling. That saves Markel time and money.
Markel Insurance specializes in niche insurance for the business market with a range of professional and corporate liability insurance. Handling quote requests for new insurance policies is a repetitive process within Markel's activities.
Completing, processing and drawing up large quantities of quotations is a time-consuming process. Various parts must be handled manually before a correct quotation can be sent. This working method no longer met Markel's wishes and expectations.
Problem
Solution
A process has been set up with Diamond in which the dynamic forms are immediately supplemented with already known data. For further processing, Markel employees no longer have to collect the data manually to prepare a quotation, the sending of forms is linked to automatic actions. After completing the form, users receive an automatically generated PDF with the form data, formatted in line with Markel's corporate identity. This PDF is also forwarded to the right department within the organization with a workflow.
Showing all options directly in the form saves a lot of time. Policies can be easily compared within one form, the influence of relevant discounts and surcharges is immediately visible. It is not necessary to find out whether an adjustment is possible, only the actual possible changes are shown.
Implementation
Implementation
Diamond's extensive Excel support uses Markel to retrieve data and display it directly in the dynamic forms. The calculations contained in Markel's Excel files can also be used in Diamond forms. Completed form data is written back to Excel according to the procedure.
Switching to new forms software is not something you do overnight.
That's why we offer the opportunity to experience our all-in-one forms solution first.
Curious about what we can do for you? Request your personal demo of 30 to 60 minutes.
We will contact you within 1 working day to schedule the demo.