Underwriting Just Got Easier: Technology Integration at Unitrin Direct Enhances Customer Service


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Date: October 2007
Type: Case Study
Rating: (6)

Overview: Unitrin Direct, an insurer that sells direct-to-consumer automobile insurance nationwide, had a vision to significantly expedite services and increase efficiency with integrated technologies. They began by automating the processing of returned mail, incomplete customer submissions, and collection of signatures required on underwriting documents. Integration of DocFinity document management and digital workflow software with their third-party automated call system, policy management software, third-party capture and indexing provider, claims management system, and data review criteria stored on their web page dramatically increased efficiency. The company was awarded the 2008 IASA Technology Achievement Award for their innovation and success.

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