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Group Benefits Quoting: RFP Intake Automation

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Group Benefits Quoting: RFP Intake Automation

This video shows an example of Ushur in action to make the Quote and RFP intake process more efficient for group benefits carriers while create differentiating experiences for brokers, employers and employees.The intake process is automated and accelerated significantly when Ushur’s intelligent automation:

  • Extracts key information from emails and attachments, eliminates manual data entry and speeds up the time to get the quote request ready for response.
  • Seamlessly request and receive missing information from brokers with a few clicks, no more phone tag or email back and forth.
  • Feeding key data into CRM and other systems for the next steps in the quoting process.

Contact us to learn more at https://ushur.ai/request-demo

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Videos

Group Benefits Quoting: RFP Intake Automation

Group Benefits Quoting: RFP Intake AutomationGroup Benefits Quoting: RFP Intake Automation

This video shows an example of Ushur in action to make the Quote and RFP intake process more efficient for group benefits carriers while create differentiating experiences for brokers, employers and employees.The intake process is automated and accelerated significantly when Ushur’s intelligent automation:

  • Extracts key information from emails and attachments, eliminates manual data entry and speeds up the time to get the quote request ready for response.
  • Seamlessly request and receive missing information from brokers with a few clicks, no more phone tag or email back and forth.
  • Feeding key data into CRM and other systems for the next steps in the quoting process.

Contact us to learn more at https://ushur.ai/request-demo

Read and download your free copy:

Thank you for your interest in our Videos on Group Benefits Quoting: RFP Intake Automation. Feel free to reach out to us to discuss your needs.

Ready to chat?

Share on social:
Ushur logo

Group Benefits Quoting: RFP Intake Automation

Group Benefits Quoting: RFP Intake Automation

This video shows an example of Ushur in action to make the Quote and RFP intake process more efficient for group benefits carriers while create differentiating experiences for brokers, employers and employees.The intake process is automated and accelerated significantly when Ushur’s intelligent automation:

  • Extracts key information from emails and attachments, eliminates manual data entry and speeds up the time to get the quote request ready for response.
  • Seamlessly request and receive missing information from brokers with a few clicks, no more phone tag or email back and forth.
  • Feeding key data into CRM and other systems for the next steps in the quoting process.

Contact us to learn more at https://ushur.ai/request-demo

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Videos

Group Benefits Quoting: RFP Intake Automation

This video shows an example of Ushur in action to make the Quote and RFP intake process more efficient for group benefits carriers while create differentiating experiences for brokers, employers and employees.The intake process is automated and accelerated significantly when Ushur’s intelligent automation:

  • Extracts key information from emails and attachments, eliminates manual data entry and speeds up the time to get the quote request ready for response.
  • Seamlessly request and receive missing information from brokers with a few clicks, no more phone tag or email back and forth.
  • Feeding key data into CRM and other systems for the next steps in the quoting process.

Contact us to learn more at https://ushur.ai/request-demo

Register for the webinar here!

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Group Benefits Quoting: RFP Intake Automation

Group Benefits Quoting: RFP Intake Automation

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This video shows an example of Ushur in action to make the Quote and RFP intake process more efficient for group benefits carriers while create differentiating experiences for brokers, employers and employees.The intake process is automated and accelerated significantly when Ushur’s intelligent automation:

  • Extracts key information from emails and attachments, eliminates manual data entry and speeds up the time to get the quote request ready for response.
  • Seamlessly request and receive missing information from brokers with a few clicks, no more phone tag or email back and forth.
  • Feeding key data into CRM and other systems for the next steps in the quoting process.

Contact us to learn more at https://ushur.ai/request-demo

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