The application in brokerage is currently complicated, protracted and often highly prone to error. Insurance offers filled out by hand, which are illegible or incomplete, cause a lot of extra outlay for companies and government bodies. Quality assurance and validation generally doesn't occur at the point of contact, leading to costly reworking, return queries and corrections.

CABAReT and Sign Live! support brokerage with intelligent PDF forms in the "3C-proposalMaster®" solution scenario from SBI. These contain data interfaces to the inventory maintenance system, input rules for content, completeness, rate regulation, limit values and an integrated calculation kernel for the broad range of finance calculations. Equipped with these functions, CABAReT makes it possible to give a valid quote at the customer's premises, including electronic signature by the customer. The offer is then forwarded in the form of a PDF form directly to the insurance company for processing, where it automatically controls efficient handling by the people responsible.

For further information please visit

the website of  SBI AG

.