SCALABILITY TOOLS FOR THE MODERN FIRM
HippaWare is an online platform designed to enable insurance firms to manage a higher volume of clientele quickly and accurately.
What We Do
Insurance brokers, brokerage firms, enrollment firms, third party administrators (TPAs), and reinsurers alike can leverage the HippaWare platform to handle all aspects of managing and adding new clientele. For instance, HippaWare seamlessly handles:
Complex paperwork (RFP’s and Quote Comparisons – it does the math for users)
Compliance (getting all required contracts and documents completed on time and notifying users when something is not in place)
Client communication (Claims Tracking, to-do list action items, and call logs allowing users to show their client how much they are doing, creating trust and retention)
By automating workflow processes, HippaWare ensures checks and balances are accounted for by assigning, tracking, completing, and verifying critical data and tasks. For firms, this means an added layer of security when it comes to quoting, complex compliance issues, documentation, customer data, installation, maintenance, renewals, and customer service.
Increasing your close ratio in an insurance agency doesn’t have to consume major amounts of time and money, thanks to new tools. In the field of insurance, evolution is key, and in today’s digital world, automation is the only way to get ahead. In this guide, we’ll discuss the top six tools available to increase your close ratio and create a better work/life balance, all while getting ahead of the competition.
After noticing shared pain points across the brokerage community, Alecia Nash was inspired to design and develop a better office workflow solution.
PO Box 3185 Roanoke, VA 24015, USA
“Hippaware is the difference between an afternoon of sorting, collating and reviewing individually provided health data or less than an hour of unencumbered review.” – Byrd Preston, Vice President of Underwriting, Bardon Insurance Group
“The Hippaware individual health forms are detailed and provide all the necessary information for proper underwriting, but what’s even better is that those health statements are condensed to a summary sheet detailing any conditions of concern that appear within the actual health statements themselves. This has been extremely helpful throughout the busy season as it allows the underwriter to review health statements and adjust risk on the fly. From an underwriting perspective, Hippaware adds tremendous value in terms of processing and analysis timelines. Using the condensed RFP submissions allows me to get quotes out quickly and efficiently.” – Steven Nasso, Underwriter, Bardon Insurance Group