Insurance Workbench

Digital. Dynamic. Dependable.

Unify content workflows for submissions, risk prioritization, policy generation, and claims settlement using a single pane of glass.

“We have reduced the time to quote and can make accurate decisions with Newgen’s Insurance WorkDesk Solution. Automated processing, real-time integration, and faster policy issuance have led to better customer experience and higher business volume.”

CTO, Leading P&C Insurer

Processes Powered by the Insurance WorkDesk

Underwriting Workbench

Automate tasks, monitor performance, make informed decisions, and ensure regulatory compliance with an all-in-one platform

Claims WorkDesk

Allow users to access claims documents on a single platform. Integrate with core platforms like Duck Creek, Guidewire, and Salesforce for quick data accessibility

Content WorkDesk

Simplify content collaboration while allowing users to access and manage case-related content from a single place

Learn What Newgen’s Insurance WorkDesk Can Do For You

Comprehensive Content Management

Store content based on the defined classification scheme in a centralized repository. Add documents, view properties, maintain versions, capture audit trails, annotate content, including video and audio files, compare documents with synchronous scrolling and highlighted differences, save PDF renditions, and add comments on documents.

Single Window Access to Content

Get a 360-degree view of all the content related to customers, processes, and claims, and set multiple levels of access rights on folders and documents to enable different repository views for various users. Access content, including large-sized documents, images, audios, videos, MS Office files, and emails from a single platform.

Seamless Collaboration and Communication

Initiate correspondence through MS Teams and Zoom meetings from the core policy administration system interface. Generate, track and archive documents, such as response letters, agreements, contracts, policy renewal, claim reports and more, using pre-defined templates. Deliver personalized customer communication along with required attachments.

Easy Document Discovery

Find desired claims files and policy documents quickly with a powerful search engine and filters. Track all highlights, comments, and annotations within a document regardless of its size through a dedicated annotation search tool.

Brands using Newgen Platform

Key Benefits

Unified view of all the case-related content from a single interface
Pre-defined templates to create and deliver effective communication
Perfect alignment of all the core PAS content on a centralized repository, enabling a single source of truth
Intuitive search tools and collaboration capabilities to enhance productivity and enable intelligent decision-making