Working With You to Achieve Your Goals2018-08-13T13:23:47-07:00

How our team works with yours

A proven process that yields proven results

1. We evaluate your needs across the cycle of customer acquisition, insurance processing, and retention/expansion to understand hindrances, obstacles and gaps, and to identify current opportunities for improvement and future needs.

2. We develop schedules, timelines, and benchmarks to manage project progress and incorporate changes and feedback.

3. We create, revise, replace, and apply efficient, productive, and integrated insurance processing workflows, automation, engines, intellectual property and analytics, that match your needs and objectives.

4. We review and refine to meet and exceed your objectives.

We leverage our IP,
customize or build:

  • ACORD Forms
  • Custom Applications
  • Submissions
  • Portals
  • Rating
  • Underwriting
  • Quoting
  • Proposals
  • Issuance
  • Contracts Mgmt
  • E&O Mgmt
  • License Mgmt
  • Binders
  • Policy Lifecycle
  • Servicing
  • Claims

We build, streamline, link, or integrate with:

  • Workflows
  • Business Controls
  • Custom Components
  • Analytics
  • 3rd Party Applications
  • Real-Time Processes

We reduce or

  • Manual Processes
  • Paper Processes
  • Batch Processes
  • Dual-Entry
  • Multiple Databases
  • Multiple Systems

Now, free yourself from inadequate or compromised solutions and
reach your full business potential with the XD Insurance Processing Platform.