Structured internal processes with online forms

Markel Insurance uses the forms with automatic actions from Diamond Forms, Flows & Docs to make processes more efficient. Requesting, preparing and adjusting quotations is smooth and without labour-intensive manual handling. That saves Markel time and money.

Problem

Automate manual processes

Markel Insurance specializes in niche insurance for the business market with a range of professional and corporate liability insurance. Handling quote requests for new insurance policies is a repetitive process within Markel's activities.

Completing, processing and drawing up large quantities of quotations is a time-consuming process. Various parts must be handled manually before a correct quotation can be sent. This working method no longer met Markel's wishes and expectations.

Solution

Streamlined process through integration with own systems

A process has been set up with Diamond in which the dynamic forms are immediately supplemented with already known data. For further processing, Markel employees no longer have to collect the data manually to prepare a quotation, the sending of forms is linked to automatic actions. After completing the form, users receive an automatically generated PDF with the form data, formatted in line with Markel's corporate identity. This PDF is also forwarded to the right department within the organization with a workflow.

Features

These features were the deciding factor for Markel Insurance

Define your own document templates

With Diamond, you can merge entered data with a document template into a Word or PDF document. Add your own document template, or start with one of the available basic templates and personalize it as desired. You can also add advanced functionality, such as conditional tables, to your document template yourself.

Automated email sending

Make sure that the forms end up exactly in the right place after filling in and ensure that follow-up is (possibly) arranged differently.

Extensive document generator

With the document generator, you can create all the templates you need for professional communication with your relations. The possibilities are endless. Use your own Word documents as a style template or download and personalize the available basic template. Define the references to questions and entered values to merge entered data into Word and PDF documents that are sent to your relation immediately after completing a form. In addition to the standard options, Diamond offers advanced functionality such as conditional tables. Or you can even add the generated documents as a parameter to a web service.

Expert (process) advice

Diamond's experienced consultants are always willing to support you with information analysis or process design. They think along with you, for example about how to organize your processes more efficiently. Their motto is: it can always be better and above all easier. They help you create space for what really matters: the growth of your own organization.

Data exchange with other software

The possibilities to connect to external sources when retrieving or writing back data are endless. Store data entered by the form user in your own systems and pre-load form fields and show calculations by connecting to internal and external databases, Excel sheets and APIs. You can specify in detail when data actions should be performed, making you fully in control.
View all integration options

Define automatic escalation rules

Set rules in advance and automatically escalate them when the criteria defined are met. You can define criteria for the escalation yourself and set the escalation actions that need to be carried out whenever an escalation action is triggered.

Implementation

Significantly reduced lead time

Showing all options directly in the form saves a lot of time. Policies can be easily compared within one form, the influence of relevant discounts and surcharges is immediately visible. It is not necessary to find out whether an adjustment is possible, only the actual possible changes are shown.

Implementation

Link with Excel

Diamond's extensive Excel support uses Markel to retrieve data and display it directly in the dynamic forms. The calculations contained in Markel's Excel files can also be used in Diamond forms. Completed form data is written back to Excel according to the procedure.

The story of

Allianz

Allianz uses Diamond forms for the onboarding of new intermediaries. Compliance with internal security requirements is of crucial importance to Allianz. The secure storage and exchange of data was the deciding factor to choose Diamond forms.

The story of

Ministry of Health, Welfare and Sport

The Ministry of Health, Welfare and Sport is the Dutch Ministry responsible for public health, health care, quality of life, social work and sport. Diamond is used by the ministry for the application for care access passes and e-certificates.

NPEX

The NPEX stock exchange brings entrepreneurs and (institutional) investors together for funding and returns. Via NPEX, investors can invest directly in fast-growing large and medium-sized companies by issuing bonds, and depositary receipts of shares. NPEX has chosen Diamond forms to facilitate the opening of an account.

Talk to a specialist

Switching to new forms software is not something you do overnight.
That's why we offer the opportunity to experience our all-in-one forms solution first.
Curious about what we can do for you? Request your personal demo of 30 to 60 minutes.
We will contact you within 1 working day to schedule the demo.

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