Discover how Forest Admin provides insurance companies with insurance management tools to deliver the best products and services.
Interested in learning more about Forest Admin?
Get started for FreeInsurance companies need to adopt emerging technology to leverage their customer-experience-enhancing benefits and expand their business scope by breaking traditional customer-interaction limitations. Digital agility is key to meeting the forces in the insurance market effectively. This requires building resilient and flexible operating models that need a powerful and tailored admin panel.
If you are an insurance provider, Forest Admin can help you decrease the pay-back time of your investments, improve the quality of your operations and decrease the turn-around time of your dossiers.
A big part of a company's success will reside in its ability to execute faster and better than others. In a fully dematerialized service, internal tools developed towards customer's operations will play a key role in helping you achieve operational excellence.
Gear up your insurance operations team
with the admin panel they deserve without wasting time developing it
Give autonomy to your teams
with insurance management tools tailored to your operational needs and with a 100% customizable UI
Scale your insurance productivity
without making any compromises on your administrative efficiency
Here's a selection of a few use cases for which our insurance clients use Forest Admin the most
Upload Documents
Documents Validation
Features required
Summary Views
Workflows
Smart Actions
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.
Interested in learning more about Forest Admin?
Get started for FreeGather the Data & Documents
Underwrite the Policy
Features required
Summary Views
Analytics at Record Level
Smart Actions
Signing and accepting the liabilities of your clients is at the heart of your business. You need to centralize all the related data, originating from your own or your insurance partners' algorithms, in your admin panel for compliance and risk-analysis.
Thanks to Forest Admin you can boost your underwriting productivity because of the dedicated workflow management tools. Agents can oversee and act upon risks analytics in a tailored and segmented framework which leaves room for process automation.
Interested in learning more about Forest Admin?
Get started for FreeFeatures required
Workflows
Create Update Delete
Activity Log
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.
Interested in learning more about Forest Admin?
Get started for FreeOversee the check-list of requirements
Examine the claim
Approve or Reject Claim
Features required
Smart Actions
Smart Relationships
Approval Workflow
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.
Interested in learning more about Forest Admin?
Get started for FreeSegment Dubious Claims
Check Claim Validation
Reject claim
Notice of Break of Contract
Features required
Workflows
Summary Views
Smart Actions
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.
When dealing with such sensitive data as financial data, it is of utmost importance to make sure the platform you're using is secure and conform to the industry regulatory requirements. Forest Admin is the first SaaS enabling you to visualize and manipulate your app's data... without ever accessing it!
We’re already working with companies compliant with Industry Standard Certifications
No access to our data was a fundamental element in our technical partner selection. Glad that Forest Admin’s API model fit our requirements.
Steve Anavi
Co-founder & President at Qonto