Document Collection & Follow-Ups for Policy Issuance
The Challenge
Document chasing is repetitive and expensive.
But here is the real problem:
Agents call multiple times for the same missing items.
As a result:
Ops costs rise while customers get annoyed.
Status visibility is poor.
As a result:
Policies stall silently until month-end audits.
The Approach
We made document completion proactive and transparent.
Most customers comply when reminded with specifics, not generic nudges.
Visibility for agents reduces duplicate outreach.
We needed a solution that could:
Targeted reminders with exact missing items.
Live status surfaced to ops and to the customer.
The Solution
A doc-collection assistant that does the chasing.
Itemized Reminders
Calls out exactly which proofs are pending and how to submit them.
Two-Way Updates
Logs confirmations back to CRM so agents see progress.
Escalation Rules
Routes stuck cases to supervisors automatically.
The Impact
Issuance impact:
36%
reduction in average issuance cycle time.
22%
fewer manual follow-up calls by agents.
Result? Documents land without nagging from humans.
Predictable issuance, happier customers.
