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.

Insurance 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.

What value does Forest Admin bring to Insurtech companies?

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

Usecases

Here's a selection of a few use cases for which our insurance clients use Forest Admin the most

Application and Enrolment

Onboarding Team

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.

Forest Admin Screen Representing Application and Enrolment

Underwriting

Insurance Agents

Gather 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.

Forest Admin Screen Representing Underwriting

Policy and Administration updating

Administration Team

Features 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.

Forest Admin Screen Representing Policy and Administration Updating

Premium Billing and Collection

Payment Team

Monitor Payment Statuses

Ask for Payment

Send Renewal / Loss of Coverage Notice

Features required

Smart Actions

Create Update Delete

Analytics at Record Level

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.

Forest Admin Screen Representing Billing and Collection

Claim documentation and Examination

Insurance Agents

Oversee 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.

Forest Admin Screen Representing Claim Documentation and Examination

Fraud Management

Compliance Team

Segment 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.

Forest Admin Screen Representing Fraud Management

Security & Data Privacy

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