Overview of the quotation requests in medical insurance

What is the approach of automating the medical insurance policy renewal and quotation process through Jisr?

Managing medical insurance renewals and initiating quotation requests is often a complex process with multiple stages. By digitalizing and automating the entire workflow in the system, Jisr simplifies this process for all parties involved—clients, brokers, and medical providers—leading to greater efficiency and convenience.

Key challenges for companies in traditional medical insurance renewal and quotations processes

• HR teams struggle with a time-consuming, error-prone process when renewing policies or obtaining quotations.
• Companies may face various administrative errors due to manual processes.
• The absence of direct integration with insurance providers can lead to issues with real-time data synchronization and communication.
• Companies may experience a lack of transparency and inefficiencies in managing their requests and quotations.

Business value and expected benefits of managing quotation requests through Jisr

• Enhancing the overall experience and satisfaction of Jisr clients by offering comprehensive solution that simplify and streamline administrative processes.
• Developing a fully integrated insurance management module with automated workflows and real-time data synchronization with insurance providers.
• The new streamlined process will save time, reduce errors, and provide a seamless experience for all parties and especially Jisr clients.
• Establishing partnerships with insurance providers to offer exclusive rates for Jisr clients.

How will the process of managing medical insurance renewals and quotation requests be handled in Jisr?

• Clients can easily initiate quotation requests through the system to renew their existing medical insurance or obtain a new policy, specifying the providers they wish to receive quotes from.

• Brokers or providers then review the request and the relevant data.

• Brokers or providers generate one or more proposals and submit them to the client.

• Clients review the received proposals and select the best option.

• Both parties collaborate to finalize the contract.