Data Prefill
Enhance your business with data prefill options
Data prefilling is an option that can save you time in a variety of ways. Primarily, the phrase refers to the practice of “prefilling” certain forms, or automatically populating data that you have about an individual so you don’t have to fill it in manually. It’s true that you can’t prefill all forms, and you can’t prefill all of the data on each form. However, when you use it right with Tracers, data prefill can make it easier to handle claims and relate to customers.
Get auto data to prefill to enhance your customer service opportunities
Customer service should always be an essential concept in your organization. It doesn’t matter how good your technical abilities are; if you don’t maximize your customer service opportunities, you’re going to lose customers and have a hard time getting new customers.
The good news is that with data prefill, your customer service agents have to spend less time filling out forms, which means they can spend more time talking to customers. When you focus your attention on dealing with customers, rather than on the technical aspects of the job, you’ll be able to connect with them more truthfully.
Get started with Tracers
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Match information from multiple points for data prefill
One downfall of data prefilling is the possibility that you’ll prefill a form with incorrect information. Of course, this is always possible, but you can minimize this possibility if you use advanced insurance data analytics. With data triangulation, Tracers can use multiple pieces of information to match up records for each customer.
Plus, it makes it much more likely that you’ll receive prefilled forms that have accurate information off the bat.
Run searches in a variety of ways
There are many ways to run searches regarding this type of information. Different kinds of searches often hold different kinds of benefits for certain businesses and other organizations. This is exactly why Tracers offers three different options for how you can run a search:
These three methods make it easy for you to decide how you’re going to run your searches for your organization. For example, you might want to use batch processing if you’re going to manage thousands of searches per week, but you might want to consider individual searches if you’re handling only a few searches per day.
Lower your operational costs with insurance data prefill
Data prefill is useful because it can significantly lower your operational costs when you use it correctly. That’s because with data prefill, you don’t have to waste time on having individuals manually fill out these pieces of the form. You can reassign that workforce to other areas that actually need it.
There are plenty of places where you need someone to personally search and learn more about an individual. However, if you’re just filling out a form, it’s very unlikely that you’re going to need to put a lot of manual labor into it. Data prefill makes it possible to reduce your manual labor overall.
Make it easier to associate with your customers
Your customers like to see that you’re a competent organization that can do things on your own. If a customer realizes that you’re able to prefill most of their data, they’re more likely to feel confident that your organization will be able to do other important things as well.
It’s true that this is a small thing, but it’s only the tip of the iceberg when it comes to the things that Tracers allows you to do. Start with data prefill, then see what else Tracers can do to make your company and customers feel more comfortable with each other – like risk assessment and identity management.
What does Tracers do to help insurance organizations looking for data prefill options?
Data prefilling is by no means an unknown practice, but many organizations don’t do it because they don’t know how to. Unfortunately, many organizations don’t understand what data prefilling really is, or how they can maximize their ability to handle data prefilling needs. The good news is that no matter what size of organization you have, it’s possible to prefill your forms.
Data prefill opportunities come with a huge variety of benefits. When you practice data prefill, you’ll be able to serve your customers more effectively and more quickly. Utilizing software from Tracers, you can make data prefill part of your organization’s daily routine.
More information
What is data prefill?
Data prefilling is an option that can save you time in a variety of ways. Primarily, the phrase refers to the practice of “prefilling” certain forms, or automatically populating data that you have about an individual so you don’t have to fill it in manually.
Who can benefit from data prefill?
While you can’t prefill all forms, and you can’t prefill all of the data on each form, the good news is that no matter what size of organization you have, it’s possible to prefill your forms. Data prefill opportunities come with a huge variety of benefits. When you practice data prefill, you’ll be able to serve your customers more effectively and more quickly – whether you’re in insurance or another industry.
What does data prefill do for your agency?
When you use data prefill, your customer service agents have to spend less time filling out forms, which means they can spend more time talking to customers. When you focus your attention on dealing with customers, rather than on the technical aspects of the job, you’ll be able to connect with them more truthfully. Data prefill also allows you to reduce manual labor and lower your operational costs.
What do I need to get started using data prefill in my own agency?
To get started making data prefill a part of your organization’s routine, you can use software from Tracers. Tracers’ data prefill makes it easier to handle claims and relate to customers.