Policy Form Comparison / The Next Generation

Policy Form Comparison / The Next Generation
Slides

Advisen hosted a 30-minute webinar that discussed the company’s new Policy Form Comparison solution.

On June 26, Advisen’s Seth Rachlin and Wells Fargo Insurance Services’ Joe Buono conducted a quick demo of Advisen’s Insurance Policy Form Comparison. The company announced the creation of a web services plug-in feature that transforms any Microsoft Word or other workflow process into an Insurance Policy Form Comparison. This plug-in draws upon Advisen’s archive of 5,000 policy forms to produce side-by-side comparisons of wordings – almost instantly.

This 30-minute webinar allows viewers to see Advisen’s new Policy Form Comparison solution that allows users to insert the comparison directly into a quote comparison document. Users may select the forms they want to compare and focus on the key provisions to compare and they will be inserted directly. With a space to add commentary, the tool was designed with insurance professionals in mind.

Panelists

The following panelists participated in the webinar:

• Seth Rachlin, President, Information & Analytics division, Advisen
• Joe Buono, SVP & NE Regional Leader, National Accounts, Wells Fargo Insurance Services USA, Inc.

Webinar Topics

Topics discussed included:

• Who cares about policy form comparisons?
• Policy form comparison “best practices”
• Where is the heavy-lifting in policy form comparison?
• Number of forms that Advisen has
• Ways to access policy form comparison