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Our AI-driven Delegated Authority Solution Accelerator is an end-to-end solution designed to meet the ever-changing needs of risk assessment, compliance, contract renewals and due diligence for the Delegated Authority business. It reduces errors and omissions, manual effort, improves compliance, offers faster processing. With a unified platform, you can drive deeper engagement and better outcomes with your partners while maintaining full control and visibility.
DA360, our AI-driven Delegated Authority Solution Accelerator is a sophisticated platform meant for managing agents, insurers, and brokers. It supports Coverholder and DCA onboarding, binder creation, renewals, attestations, mid-term adjustments, auditing, actions tracking, task scheduling, SLA tracking, reports and dashboards.
A highly configurable Due Diligence module offers a multi-dimensional risk profile and can be tailored to meet your specific processing and compliance needs without requiring a software release. You also get features such as email drafting and tracking, document generation and contact management, all of which can be customised to your needs.
Centralise your Delegated Authority Management with a unified platform that provides full automation across various personas and departments
Boost productivity, minimise errors, navigte complex data and documents, derive insights, automate workflows with Agentforce-powered AI
Consistenly respond to and meet the every changing compliance and regulatory requirements with our fully configurable due diligence module
Drive better relationships with partners, giving them visbility into their data, tasks, documents and attestations
Use AI-supported smart features to accelerate completion of lengthy and complex tasks without missing deadlines
Maintain complete transparency with comprehensive audit trails and detailed change logs for every transaction
Access powerful insights into your Delegated Authority data with customisable dashboards and automated reporting capabilities
Stay informed with intelligent alerts for tasks, emails, deadlines, reminders and follow up actions
Experience the ease of onboarding, due diligence, renewals, attestations, follow-ups, binders and audits
Reduce manual processing time by up to 70% with our AI-powered automation, allowing your team to focus on strategic tasks
Ensure data accuracy and compliance with automated validation checks and lookups
Automatically trigger renewals and refer past data to make renewals a breeze
Benefit from decades of experience and successful deployments, ensuring your requirements are satisfactorily met
Schedule a personalised demo today and see how we can streamline management of your Delegated Authorities