PL Rating Features

Upload documents provided by Insurance Carriers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Search and filter data across systems to locate required information by entering keywords or certain criteria

Timed notification for any upcoming task, deadline, appointment, or activity

Specialized to handle cases of health or medical insurance based on various factors related to the insurer

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Generate quotes or estimates for customers

Use AI to generate content in the form of text, images, videos, etc.

Pay employees in multiple states with correct tax deduction amounts in each

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage, and track policies and procedures within an organization

Rate insurance claims based on comparative instances

Store, manage, and track all electronic documents in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specifically for long term care providers

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

At least a username and password is required to access the system

Integrate with a third-party accounting system

Create, design and manage workflows for repetitive tasks

Tracking, calculating, and paying commissions and earnings to employees

Process of submitting and following up on claims with insurance companies

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Electronically collect payments for goods or services

Online portal through which end users can access the system, manage tasks, or obtain information

Reports specific to sales analysis for trends and strategies

Online portal for brokers/agents to add, edit, update or access required information

A website or login for customers to access information

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage the review process to determine financial risk on a loan or application