The Self-Service Lie: Downloadable Forms Are Failing Your Customers (and You).

We all want simplicity from our insurance transactions. However, we are fooling ourselves if we think downloadable forms are satisfying anyone’s desire for easy self-service. Instead, half-baked digital experiences are creating additional frustration and operational burden for customers, agents, and customer service teams. Minor servicing transactions should be convenient and fast.

Making Digital Transactions Easier

It’s clear that digitizing transactions remains a challenge, otherwise it would be standard practice. Even the simplest transactions, such as a name or beneficiary change, can involve five or more systems to complete. Unfortunately, these necessary systems are not connected together and frequently speak different languages. Furthermore, connecting them is a laborious process that can take half a year for a single transaction. Sureify’s Journey Engine was developed to ease this burden and enable carriers to scale the creation of modern, truly digital transactions. Powered by Sureify’s data and workflow engine, CoreCONNECT, the Journey Engine encodes business logic into a set of technical functions. It ensures that the transactions digitally initiated by customers, agents, and customer service teams are processed and applied across all applicable systems.

Fast, Flexible Transaction Builds

Once core systems are quickly integrated via CoreCONNECT, digital transactions can be built in as little as three weeks. Our growing library of transaction templates accelerates this process with reusable packages of code, configurable to meet carriers’ unique business practices. Supported by a comprehensive Software Development Kit (SDK), implementers gain the tools to build with confidence. Whether you have a standard or unique transaction type, the Journey Engine has the flexibility to support it. For example, transactions requiring inputs from multiple parties (e.g., agents, customers, call centers, etc.) can be supported with multi-actor flows. In instances where new data points are created, but not supported by existing systems, we have the ability to store and re-access such data. With this flexibility, we can digitize transactions that were once not self-serviceable.

The sooner we digitize the transactions, the sooner we can deliver comprehensive self-service and unlock true operational efficiency. Agents would have more time to sell. Operational and customer service costs would be lower. Most importantly, customers would have a better experience. To learn more about how Sureify’s Journey Engine can rapidly scale the digitalization of transactions, watch the demo now.