Our Customers

For over fifteen years, our customers have depended on us for our Business Process Applications to automate their mission critical business processes. [Learn more]
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Customer Service


Customer Service activities can be complex, especially when spanning multiple business operations such as Sales, Underwriting, Enrollment, and Claims. The Customer Service Agent is responsible for clearly communicating Underwriting status, Enrollment progress, and Claim related activities to the customer or agent/broker. IPD's Ultera is designed to improve Customer Service for Insurance operations. With Ultera, the Customer Service Agent has access to a multitude of information and can provide timely responses to simple inquiries that previously would have taken hours, if not days, to complete.

THE IPD SOLUTION

As an out-of-the-box application, Ultera addresses Customer Service challenges through the use of configurable modules that adapt to the company’s business needs. Ultera alleviates many documentation challenges through the Content, Scan Distribution and Attachment handler modules.

The Content Module improves document accessibility via a user friendly, web-based interface. Ultera’s Scan Distribution and Attachment Handler components automatically search for existing work items relating to incoming documents based on configurable matching criteria. After finding a match, the new document attaches to the existing item and updates the status. This provides faster access to incoming trailing documentation and faster finalization of the work item.

With Ultera, users have the ability to search across processing queues for specific work items based on pre-set criteria. Ultera also allows for the assignment of multiple pieces of work through a simple user interface. By performing an ad hoc work search based on supplied criteria, managers can select a result set and easily assign the work.

The Ultera Application Engine queues, tracks, and manages work items as they progress from system entry through the various individuals or departments in the organization. The items progress according to a set of configurable rules until the business process has completed.

Ultera’s Reporting Module allows for the generation, printing, and saving of reports to help monitor performance, manage processes, make improvements and further improve efficiencies.