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.com/request-demo