![[Live Webinar] How to Optimize Your Insurance Forms and Document Lifecycle](/system/events/logos/395/755/882/default/684684935.png?1631809740)
[Live Webinar] How to Optimize Your Insurance Forms and Document Lifecycle
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
29 September 2021 14:00 - 15:00 EDT (19:00 BST, 20:00 CEST)
United States
Creating clear, engaging forms and documents is a major tenet for all insurers. And optimizing the communications lifecycle, from inception to delivery, helps carriers drive speed to market, cost savings, and better customer experiences.
To understand current approaches and issues in the lifecycle, Celent interviewed 10 insurers about their existing processes, organizational structure, the pain points involved, the various constituencies served, and the use of technology.
Join industry experts from Celent and GhostDraft to learn:
- Industry trends for the communication lifecycle
- Recommendations to optimize your processes
- The latest technology to support your insurance form and document lifecycle
SPEAKERS:
Karlyn Carnahan
Head of Property Casualty Insurance, North America
Celent
Angie Winn
VP, Business Development and Alliances
GhostDraft
Event details
Industry
Life Insurance, Property & Casualty Insurance
Geographic Focus
North America
Format
Webinar