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Polaris Assuradeuren uses digital forms by Diamond Forms, Flows & Docs to organize the settlement process with its clients as optimally as possible. The extensive options for personal invitations, pre-filled forms and automatic reminders made Polaris choose for Diamond.
Problem
Polaris Assuradeuren acts as a power of attorney. They take over the entire insurance process: from taking out the policy and processing changes to settlement of claims. For many business insurances, data for the definitive premium calculation is periodically requested for subsequent settlements.
Before, Polaris sent a PDF for each insurance policy that had to be completed manually, even if there were no changes. Polaris processed this PDF manually in its own systems. The overview of who still had to respond was kept manually. Polaris's wish was to make recalculation easier for its relations and at the same time reduce the pressure on its own employees.
Solution
The existing PDF form has been replaced by a personalized online Diamond form. Information that is already known is entered in advance. Each customer will only see the form of the insurance policies that he or she has taken out. With multiple insurance policies, data only needs to be entered once, which is a relief for the customer. After Polaris prepared the forms, relations receive an invitation by e-mail to check the data and supplement it where necessary.
Make sure that the forms end up exactly in the right place after filling in and ensure that follow-up is (possibly) arranged differently.
Diamond offers extensive options to define your own email templates for (expired) invitations, reminders, confirmations, and notifications. You can use all contact details along with the information entered to create personalized email templates. Use the handy merge fields to respond with one template on behalf of different sites.
Set rules in advance and automatically escalate them when the criteria defined are met. You can define criteria for the escalation yourself and set the escalation actions that need to be carried out whenever an escalation action is triggered.
The possibilities to connect to external sources when retrieving or writing back data are endless. Store data entered by the form user in your own systems and pre-load form fields and show calculations by connecting to internal and external databases, Excel sheets and APIs.
You can specify in detail when data actions should be performed, making you fully in control.
You can easily drag questions onto your form using the intuitive form editor. By switching to the explorer, a structured overview of your form is immediately displayed. Questions, question sets, sections or entire pages are simply dragged and dropped within the form, copied with one mouse click, or saved as a set for other forms. You have direct access to all relevant form settings such as design, submission actions and sharing options.
Do you need to completely integrate your Diamond solution within a specific business process that is unique to your organization and where a standard solution is not sufficient? Then it is good to know that the Diamond team has extensive experience in developing additional functionalities quickly and reliably.
Diamond offers a 100% upgrade guarantee on the combination of extra functionalities and updates of the standard product.
Implementation
Whenever Polaris makes a selection of insurance products for which the recalculation process must be started, the already known data is read into Diamond. One form is then automatically prepared per customer. In addition to a general part, the form contains a separate tab for each insurance with the relevant questions.
Within Diamond, the email address of a relation was first used to identify a unique relationship. However, this feature was not unique to Polaris, as the customer number is used for that. During implementation, this wish was immediately implemented within Diamond.
Implementation
The flexibility in sending invitations, setting automatic reminders and the ability to set escalation periods means that the Polaris team hardly has to worry about keeping track of the responses to forms. This saves them a lot of time and effort.
Implementation
While filling in the forms, specific company information, such as annual turnover, is requested. This is not always immediately at hand. Because the forms can be stored in the meantime, the data already entered does not have to be entered again. Relationships can continue where they left off. It's that easy.
Implementation
In the list of responses, Polaris has a handy overview of the status of the forms to be completed. They can now immediately see which relations have or have not started filling in their settlement form. Polaris can easily set up custom made follow up actions for these customers.
Future wishes
Preparing the selection and importing the completed forms is currently still a manual operation. Together with Polaris, we are investigating how we can retrieve this data as efficiently as possible and how we can automatically restore the data to the backoffice software that Polaris uses.
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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.
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