Structured internal processes with online forms

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.

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Automate manual processesCopy

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

Digital insurance forms

Solution

Online insurance forms

Streamlined process through integration with own systemsCopy

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.​​

Features

These features were the deciding factor for Markel Insurance Copy

Define your own document templates
Automated email sending
Extensive document generator
Expert (process) advice
Data exchange with other software
Define automatic escalation rules
Insurance forms software expert

Significantly reduced lead time ​​Copy

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

Formulieren digitaal bewerken

Implementation

API en webservice connecties in forms

Link with ExcelCopy

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.

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