Underwriting Process Management (UPM)

GTI Insurance Solutions UPM is an integrated, modular suite of software applications that delivers true process automation for insurance underwriters.

Fully customisable to suit your office’s individual requirements, UPM’s core modules will support your staff through each step of the policy lifetime:

Policy Management and Administration

Automates processes and provides a complete, streamlined workflow to take you from lodgement to acceptance of new policies

Claims

Follows the processes and provides prompts covering initial contact through to resolution of a claim

Policy Renewal Management

Keeps you on top of the renewals process, providing triggers and procedures when customer policies are nearing an end

Insurance Application Bulk Import

Delivers special functionality to make processing large numbers of similar or related policies easy

Reporting

Brings together the data that is essential to understanding where your business is up to at any given time.

In addition UPM contains a number of optional modules that can further streamline the processes within your office, including UPM Quote Management, Financial Management, Calendar Tasks and Phone System Integration.

UPM delivers real business benefits for your office. It makes policy processing fast and easy plus it improves communications with business partners, associates and customers. UPM:

dramatically cuts the time it takes to process claims, renewals and endorsements
replaces manual processes with a streamlined, automated workflow
provides templates to simplify everyday correspondence
integrates with Microsoft Office applications, making it a simple matter to automatically insert customer and insurance details into letters, forms and other documents
reduces data entry duplication and increases accuracy
allows you to send and receive documents by fax, email, web or standard post
makes your staff and customers happier by delivering better, faster access to information