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Policy/Pension Servicing and Administration

Increase efficiency and improve operating costs.

Insurers need streamlined and efficient policy and pension administration that delivers visibility into customer and policy details for all stakeholders in the process, allowing them to focus on improving service levels so agents, brokers, and advisors can respond to inquiries faster and more accurately.

Appian enables insurance organizations to leverage their existing core systems, external databases, and spreadsheets into a comprehensive and cohesive application that delivers digital efficiency and provides an optimal experience for all users.

Features at a glance:
  • Simplify operations with a single application that enables role-relevant views for all constituents
  • Eliminate the need to maintain separate systems across call centers and back office operations
  • Enable customer self-service, reducing the burden on call center staff and addressing changing customer expectations
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Brief: Pension Servicing and Administration

Whitepaper: Digitizing Pension Operations to Drive Margin

Brief: Complex Policy Quotation

Use Case: Pension Scheme Changes and Asset Transition