Requirements assessment
Requirements assessment
Assessing business and operational requirements is the first step and essential in ensuring the overall success of our insurance software deployments. The expert team here at USSI will begin by discussing the wants and needs of each department within your organization. This initial process includes:
Initial introduction of your team to USSI’s Insurance Specialists
Scheduled meetings with each of your department heads to discuss requirements and current pain-points
Documenting in detail the communicated requirements for review and acceptance by the client; and
When requested, an onsite visit to further assess scope and environment
Project planning
Project planning
After fully understanding and assessing our clients' requirements, USSI will establish and assign a team of USSI Implementation Specialists to formalize a plan to carry out all objectives. During our initial project planning meeting, our team will present this detailed document and plan which establishes:
All functionality requirements set forth by the client
Project implementation timelines with milestones and estimated completion dates
Data and other informational requirements needed by the client to proceed
Initial user training and "go live" expectations and goals
Installation and deployment
Installation and deployment
Whether our client has chosen to deploy our insurance administration solutions via our Software as a Service (SaaS) model, or has an existing internal hardware platform, USSI's Implementation Specialists will handle all aspects of software installation and configuration. These services typically include:
Software installation and secure environment setup on servers located at USSI's Secure Data Center for SaaS deployments
Installation and setup of software at the clients' site when the client elects to deploy utilizing an on-premises hardware platform
Network configuration and connectivity quality and reliability testing
Configuration of Electronic Data Interface (EDI) transaction points
Parallel processing assistance and support during and after "go live"
Requested customization
Requested customization
At USSI, we understand that your organization has specific requirements allowing you to remain competitive in the insurance industry. Although most clients will find our solutions to be incredibly robust and offer all the features and functions necessary to manage their entire book of business, we offer full customization services that ensure your requirements and vision are carried out through the deployment of advanced functionality and technology.
Meaningful insurance software solutions should be implemented in a way not to disrupt your workflow or productivity, but to enhance and accelerate the ways in which you work and grow your book of business.
Third-party integration
Third-party integration
During USSI's requirements assessment, we will discuss the various internal and third-party software components that are mission critical to your organization. In the event that mission critical software is identified outside the scope of our software offerings, USSI Implementation Specialists will go to work ensuring seamless integration. Here are a few examples of software platforms and products that we have experience integrating with:
Existing accounting platforms such as QuickBooks, Quicken, and Xero
External Customer Relationship Management (CRM) platforms such as SalesForce, Freshsales, and Zoho
Illustrations and quoting solutions like illustrate inc's platform
Electronic signature capture platforms such as DocuSign, Adobe, and PandaDoc
Online payment processing platforms such as Square, Stripe, and Adyen
Legacy data conversion
Legacy data conversion
When moving from a legacy system, USSI understands the importance of a complete and successful data conversion. With a 100% success rate, our team understands conversions. During the project planning phase for all deployments, the USSI Implementation Specialists in coordination with the client, will identify all data elements required. Conversion data elements typically include:
All policy, riders, groups, members, and plan data
History including claims, accounting, and notes
Agent information and commission structures
All accounting and general ledger transactions
Electronic document images and indexing information
Online software training
Online software training
After deploying and implementing one of our many insurance solutions, the next step is comprehensive training for your users. USSI Account Specialists work hard at ensuring that all users are comfortable with the functionality of the system and are always available to answer questions. Typical training services provided are:
Online training with face-to-face video interaction
Model office with simulated operational scenarios
Training and assistance with plan and benefits setup
Assistance with basic and advance commissions setup
Training videos provided to assist with future onboarding
Configuration and setup
Configuration and setup
After training and during the final stages of project implementation, additional product and plan configuration, and general setup may be necessary. Rest assured that your USSI Account Specialist is available to assist and provide additional support for complex and advanced setup requirements. Additional configuration and setup requests include:
Configuring of complex product and plan types
Setup of multi-tiered agent commission structures
Design and production of unique documents, and report types
Setup of peripherals such as scanners, printers, and mobile devices
Support and education
Support and education
Building stronger relationships through education. Ensuring that our clients are empowered by providing consistent and ongoing education is one of the many keys to our success. When challenges arise, USSI's clients can count on reaching a dedicated USSI Client Representative, not an automated phone service. Here are just a few examples of client provided support and educational offerings:
Speak directly with your assigned USSI Client Representative
Deployment of screen sharing tools for simplified communication
Online knowledge base and client support portals
Webinars announcing new products and updated software features
USSI sponsored user group meetings and conferences
In a constant struggle with your current insurance solutions provider?
Does your current insurance software solutions provider continue to make promises they don’t keep? Has the cost sky rocketed far beyond what was originally quoted? Do project delivery “deadlines” continue to go unmet?
USSI develops, deploys, and supports its best in-class software solutions that have been proven in small, medium, and large insurance companies just like yours. We pride ourselves on client support and services, and bring a track record of successful installations and conversions, delivered in the time frame promised and price quoted.
Take the first step, and let us send you information on how to rid yourself, and your organization of the constant struggle.