Customer Information Update Requests
Workflow automation streamlines the process of approving customer information update requests for faster and efficient approvals.
Why automate?
Insurance companies regularly modify the personal information of policyholders to ensure effective processing of insurance policies. It is important that addresses, contact number, and beneficiary details are updated so that insurance policies are processed against the right policy holder’s name. Once the details of customers are updated, managers or insurance agents need to review and verify if the information is accurate and compliant with policy terms.
Customer information update is a data-intensive process that involves regular modification of customer details and validation. Handling such a data-intensive process requires a streamlined workflow that automatically updates policy holder details and approves the updates as well. A workflow solution like Cflow can automate the customer information update process quickly and effectively.
How Cflow Can Help
Transform & streamline business processes with cloud BPM & workflow automation software.
Join 100k + Users Who Are Already Using Cflow
“I’m really impressed with the support provided by Cflow. There has never been a time when they have kept me waiting. A product that is simple to use and a team that is smart and extremely fast are factors that help me feel reassured and confident.”
“The WFH environment during the COVID-19 pandemic made it clear how inefficient our processes were. Cflow allowed us to digitize paper forms with automated workflows. If you can envision a tool for an online workflow, it can be done in Cflow!”
“We are extremely liking CFlow. So far any issues that we’ve had once we contacted support they were able to help us resolve the issue. This has helped us take a paper process and replace it, faster and more streamlined now for us.”
