New Mobile App for Insurance Underwriting from FirstBest

FirstBest Systems, Inc., a provider of insurance software solutions for global insurance carriers, announces FirstBest UMS Mobile 2.0 for property & casualty insurance.  The application is built directly on the Apple iOS platform and applies the functionality of FirstBest’s underwriting management system (UMS) to benefit an insurance workforce increasingly accustomed to mobile connectivity.

Part of the modular FirstBest Front Office Suite, the mobile app empowers rapid decision making from anywhere, at any time, with real-time secure data access and transactions, using the same system to support both mobile and desktop users. 

Designed for Apple iPads, the new version extends remote capabilities to the full underwriting staff so they can stay on top of tasks and quickly see what’s new in their book of business.  iPad users can review, approve/decline, and comment on applications that have been referred to them and close business whenever they’re away from their desks.

FirstBest built the mobile application following research that indicated 46 percent of insurance carrier users the company surveyed preferred tablets over laptops or smartphones when working remotely.  The research further showed that 75 percent of respondents believe mobile capabilities would help them provide faster responses and better serve customers. Some 83 percent of respondents stated that they would use a mobile device to look up customer information from anywhere while 62 percent would use it to check application status, each of which the new application supports.

FirstBest UMS Mobile 2.0 benefits include:

Faster Underwriting Process – Streamlines the underwriting process with more efficient workflow optimized for mobile use, saving time for everyone involved. Provides remote information at a glance and enables managers to clear or reject referrals, include notes and keep applications moving for fast response to agents. Real-time notifications let users respond or take action ASAP from their mobile device.  The mobile app enables:

  • Referral review, commenting and approval
  • Submission and quote viewing
  • Attachment viewing
  • Viewing activity for the user’s book of business
  • Task management

Native iOS Application – Developed on the Apple iOS platform, the application is easily installed on the device.  The user experience is optimized for the Apple iPad, incorporating iOS features and gestures while providing high performance mobile access to the same UMS information underwriters have in the office.

Underwriting Team Collaboration and Efficiency – Speeds processes with more efficient task management and workflow, saving time for underwriters and agents.  Everyone on the underwriting team can gain visibility to the book of business, see what’s new on any account, view and complete open tasks and review submissions.  By simplifying access to information, underwriters can seamlessly collaborate with each other and with agents via multiple communication channels.

Seamless User Experience – Integrated with the FirstBest Front Office Suite and back-office systems to deliver a continuous user experience across desktops and mobile devices.  Leverages FirstBest secure web services, which manage workflow and business rules, and access to carrier systems, policy admin and enterprise content management (ECM) systems, agency data, third-party data, and standard forms.

Secure Access and Data – Native Apple iOS (vs. web-based) application capabilities, with password-protected login, SSL encryption and data stored on the server, instead of the device.  The UMS Mobile app enables secure attachment viewing, including those stored in the carrier’s ECM or document management system.

“All roads lead to empowering insurers with real-time access to underwriting information to support the rapid pace of business. According to Novarica, 20 percent of carriers have deployed mobile capabilities internally and/or externally and 40 percent of carriers support tablets internally. The evidence is in the news daily. Mobile can’t be ignored,” says John Belizaire, FirstBest founder and CEO.

FirstBest UMS Mobile 2.0 will be available in January.



Resource Center

View All »

Increase Sales Conversion with this Complimentary White Paper

This whitepaper will share proven techniques - used by many of the industry's top producers...

D&O Policy Definitions: Don't Overlook These Critical Terms

Unlike other forms of insurance where standard policy language prevails, with D&O policies, even seemingly...

Environmental Risk: Lessons Learned from Willy Wonka and the Chocolate...

Whether it’s a chocolate factory or an industrial wastewater treatment facility, cleanup and impacts to...

More Data, Earlier: The Value of Incorporating Data and Analytics...

Incorporating more data earlier in claims lifecycles can help you reduce severity payments by 25%*...

How Many Of Your Clients Are At Risk Of Flood?

Every home is vulnerable to flooding. Learn four compelling reasons why discussing flood insurance with...

Gauging your Business Intelligence Analytics Capabilities and the Impact of...

Big Data, Data Lakes and Data Swamps, How to gauge your company's Big Data readiness....

Extending Contact Center Capabilities Across the Insurance Enterprise

Today advancements in technology are making a big impact on business and society. To yield...

Drug and Alcohol Testing Requirements

In this two-part series, NBIS Risk Management team will break down the requirements to assist...

Why Cyber Liability is Essential for Human Service Organizations

For traditional low-tech operations, information is often compromised in ways that don't involve technology. Access...

A Solution for Large Commercial Habitational Accounts

6 Reasons to place your LARGE Habitational Accounts with Dauntless.

Tech Digest eNewsletter

Technology related insights for insurance professionals including key developments, solution providers and news briefs from the carrier front – FREE. Sign Up Now!

Advertisement. Closing in 15 seconds.