InsureVue is an insurance policy management system built on the Salesforce platform. InsureVue is used by managing general agencies and brokers to manage their specialty commercial property and casualty insurance products.
InsureVue automates the entire insurance workflow from initial submission to policy issuance.
Submissions – Details about each submission are stored including document attachments and e-mails.
Underwriting & quoting – Underwriting and quote details entered drive the creation of branded proposal documents.
Binding & issuing – Binding a policy records the financial details of the transaction and generates binders and policy documents.
Claims – Summarized claims details are tracked and tied to the policies they are related to.
Dashboards & reporting – Dashboards track key metrics on hit ratios, loss ratios, upcoming renewals, premium volume, etc. Reports allow bordereaux reports to be generated for underlying markets.
By leveraging the cloud, InsureVue can also be extended to customers and markets. Insureds can apply for insurance in an on-line quote/pay/issue workflow. Markets can access bordereaux reports via a private web portal.
InsureVue is listed on the Salesforce appexchange and can be viewed at: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000056nUAEAY