Insurance

Reduce risk and improve customer satisfaction.

Automate your onboarding process and achieve compliance while delivering a superior customer experience.

 
 

Streamline your business processes

The insurance industry, characterized by its intricate processes and vast amounts of data, is ripe for the benefits of automation. One of the most impactful areas for automation is the customer onboarding process. By streamlining and automating this crucial phase, insurance companies can realize numerous advantages:

 

Smooth digital customer journeys

Provide awesome customer experiences and improve business performance by digitising, automating and personalising your:

  1. B2B and B2C customer onboarding

  2. KYC/AML processes

  3. Power of attorney forms

  4. Agreements and contracts

  5. Checkout solutions

 

AML, KYC and business risk

Reduce manual work and mitigate risk through AML automation. Collect, verify and monitor crucial business information with ease.

  1. PEP and sanctions screening

  2. Beneficial owners and board members

  3. Company group and owner structure information

  4. Bankruptcies and fraudulent behavior

  5. Key financial figures

 

Monitoring and quality assurance

Your decisions are only as good as your information. That’s why customers use our monitoring services for:

  1. Updating CRM, ERP and other systems

  2. Cleansing outdated information

  3. Identifying new prospects

  4. Ensuring regulatory compliance over time

  5. Ongoing due diligence (ODD)

Case

How SPP optimised their process – from days to minutes

By using Roaring data API services, getting started with SPP’s administrative company service for managing occupational pension is now a process of minutes instead of days.

 

Choose your way to plug and play

We offer services that effortlessly integrate with your workflows.

Integrate and automate

Choose from more than 50 APIs and monitoring services filled with company and person data.

Search and monitor

Control and monitor company and person data through our web platform – or in Salesforce CRM.

Ready to get started?

Get in touch to learn about how Roaring can make your work-life easier.