Producer and Agent Onboarding

Get new producers off to a fast, efficient start

Like many insurers, your organization may struggle to gather and process the paperwork needed to bring new agents and partners onboard and get them up to speed quickly.

The traditional, paper-driven approach to onboarding—which can take weeks—relies on labor-intensive processes involving hand-written applications, faxes, data entry and lengthy issue-resolution procedures. Carriers that follow this path often lose promising producers to more nimble competitors that onboard their new agents and partners digitally.

Lexmark output, workflow and content management solutions for insurance can help you make the onboarding process simple and efficient. Start by easily capturing structured and unstructured documents digitally at smart Lexmark multifunction products. Then, our content management and workflow solutions allow you to flag incomplete submissions, track the status of contracts and applications, and significantly reduce the costs and cycle time for signing new producers.

In addition, our solutions include document output management software that lets you automate requests for supporting documentation and create personalized forms. You can also easily build materials and welcome kits with the appropriate, up-to-date compliance language.


Benefits of Producer Onboarding

  • Automatically routes incoming applications based on IGO/NIGO rules
  • Digitally captures documentation and ties it to existing records for single-click access
  • Easily and cost-effectively produces personalized onboarding materials


To learn more about Lexmark's solutions, contact us today.

BROCHURE

Get New Producers Up and Selling Faster

[PDF 515.55 KB]

Onboarding new producers can be a complicated process. Lexmark can help by capturing paper and digital forms, verifying completeness of information and unifying records.

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Simplify Complex Processes and Information Access

[PDF 295.39 KB]

Discover process and content management solutions for insurance that deliver increased efficiency, greater control of exceptions and streamlined workflows.