Automated Policy Issuance for Quicker Customer Onboarding Workflow

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.

We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.

Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.

Automated Policy Issuance is a process that streamlines customer onboarding by automatically generating and issuing policies based on predefined criteria. This feature enables faster onboarding by reducing manual intervention in policy issuance, thus saving time and increasing efficiency for customers and businesses alike.

Faster Time-to-Market Reduces Manual Errors and Increases Accuracy Improves Customer Satisfaction through Faster Onboarding Process Enhanced Scalability and Flexibility to Support Growing Customer Base Compliance with Regulatory Requirements is Simplified and Ensured Cost Savings from Reduced Labor Costs and Increased Efficiency Streamlined Onboarding Experience for High-Volume or Complex Customers

1. Policy Engine: The core component responsible for analyzing customer data and generating policies based on predefined rules and conditions.
2. Data Integration Module: Responsible for collecting and integrating relevant customer data from various sources into a unified platform.
3. Risk Assessment Tool: Utilizes machine learning algorithms to assess the risk associated with each customer, enabling real-time adjustments to policy issuance decisions.
4. Customer Profiling System: Creates detailed profiles of customers based on their behavior, transaction history, and other relevant factors.
5. Compliance Checker: Ensures that policies issued adhere to all regulatory requirements and internal compliance standards.
6. API Gateway: Provides a secure interface for integrating with external systems, enabling seamless data exchange and real-time policy updates.
7. User Interface (UI): Facilitates user interaction, allowing customers and administrators to view policy details, request changes, or dispute inaccuracies.