Straight-Through Processing for
Insurance & Financial Services

Achieving True Straight-Through Processing

Accelerate efficiency and growth throughout the insurance sales lifecycle with modernized straight-through processing.

In today’s customer-centered world, firms can no longer solve for one aspect of the insurance sales process. Firms need to expand their definition of straight-through processing (STP) to include the entire sales lifecycle to accelerate efficiencies and growth.

computer showing insurance straight-through processing for insurance

Here are five areas carriers and distributors should focus on to achieve true straight-through processing and seamless sales experiences.


How to achieve insurance straight-through processing:

  1. Leverage product-agnostic technology to unlock the ability to be agile, to quickly support, manage and sell multiple products.
  2. Provide a single solution for all sales activities to streamline and enhance the sales process.
  3. Include e-Signature into the sales process to simplify and expedite the collection of required signatures, saving valuable time and money.
  4. Choose technology with flexible, user-driven workflows and user experiences to efficiently support multiple channels and workflows.
  5. Simplify the implementation and management of integrations connecting all pieces of the sales process and data.

Download the Redefining Straight-Through Processing for Insurance whitepaper to learn how you can achieve true STP and digital transformation.

Connect with us today to learn more!

Call us today at 719.442.6400 or complete the form below for a product specialist to contact you.

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