The insurance management tool for your company

Discover how Forest Admin provides insurance companies with insurance management tools to deliver the best products and services.

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Application and Enrolment

The application and enrolment process of your customers is one of the most important steps towards building and growing your business. Thanks to Forest Admin, it becomes easier than ever to process your applications.

Ensure that all required documents and information from both your own and third-party services are present to complete the application process. If so, you can validate the application and enrol your customers to be checked by your risk analysts.

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Summary Views
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Workflows
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Smart Actions
Screen Application
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Underwriting

Detecting and combating fraud is key for the financial health of your insurance company.

With the Forest Admin analytics at a record level and smart segments, you can monitor historic data on a detailed level. With the workflows, you can segment flagged transactions, claims or customers, for they require a more in-depth analysis before getting approved or rejected by one of your operators.

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Workflows
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Summary Views
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Smart Actions
Screen Underwriting

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Policy and Administration updating

Both on a regulatory and revenue level it is important to have the most up-to-date information of your clients and their policies, and have an auditable trail of the changes made.

Thanks to Forest Admin your administrative teams can easily change your customers' administrative data by manipulating them straight in your admin panel. You can also oversee administrative changes made autonomously by your customers.

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Workflows
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Create Update Delete
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Activity Log
Screen Edit
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Premium Billing and Collection

Accurate and speedy payment collection, even when largely automated, is demanding to oversee.

With Forest Admin, you can pull the data of your payment provider into your back-office. You can reconcile that data with other information you have on your clients. From there you can segment your records into actionable collections that require different next steps. In case you need to make refunds or send out a notification, you can trigger events and push data to your third-party providers.

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Smart Actions
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Create Update Delete
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Analytics at Record Level
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Claim documentation and Examination

When your customers file claims they deem covered by your insuring agreement, you need to ensure that you have all the required data and complete documentation.

Thanks to Forest Admin, you can easily manage the inflow of claim information and set-up a trigger that asks to submit missing information. Once all required input is present you can examine the claim. Forest Admin empowers your insurance operations teams to investigate and segment claims, for instance, to either approve, dispute or reject a claim.

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Smart Actions
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Smart Relationships
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Approval Workflow
Screen Claim
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Fraud Management

Detecting and combating fraud is key for the financial health of your insurance company.

With the Forest Admin analytics at a record level and smart segments, you can monitor historic data on a detailed level. With the workflows, you can segment flagged transactions, claims or customers, for they require a more in-depth analysis before getting approved or rejected by one of your operators.

Forest Admin Icon Checkmark Orange
Workflows
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Summary Views
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Smart Actions
Screen Fraud

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