Total Management of Insurance Information with AutoPilot®
AutoPilot® enables institutions to view real-time data, access policy details, create and track claims, and transmit loan data files for SWBC’s Collateral Protection Insurance (CPI) program.
Access to Insurance Status and History
Real-time data allows your team to make more informed risk management decisions. AutoPilot provides a quick snapshot of the insurance status, agent, company, and other pertinent details – all at the touch of a button. In addition, the insurance tracking history includes all notes, scanned documents, Web updates, notification letters, and audio files of recorded inbound and outbound calls.
Access to CPI Policy Status
On the CPI Policies tab, you can quickly review the effective date, payment history, and status of a CPI policy.
While working an account, create new claims with the Claims Request option. The wizard-like screen will walk you through the entire process step-by-step. Most of the required information is pre-filled, simplifying the process for you. You can also conveniently browse your network and attach any supporting claim documentation as necessary, further streamlining the submission process.
Claim Status Tracking
AutoPilot provides a virtual claim file for research and quality control. View appraisals, digital images of damaged collateral, Actual Cash Values (ACVs), and damage estimates for a real-time review of your claim.
Loan File Data Transfer
AutoPilot facilitates the secure download of your loan file on a daily basis. So, updates such as address changes, paid-off loans, refinances, bankruptcy, etc. are captured faster, resulting in more accurate borrower communication. Utilizing one secure communication channel to facilitate both collection and collateral insurance tracking requirements eliminates the need for an updated external loan file to be sent to SWBC.
Reduced Data Entry Requirements
When creating a new claim, fields are mapped to pre-fill with data from the application, reducing the amount of data entry required.
One Application, One Screen
Eliminate time spent maneuvering between multiple screens and programs. All the tools you need can be found within AutoPilot.
Seamlessly Connected Processes
Complete your collection efforts by integrating the insurance process with the asset recovery and disposal functions of AutoPilot.
Support at Your Fingertips
Support requests can be sent directly to the Financial Institution (F.I.) Support team.
Other Key Features
Additional functionality allows you to quote premiums and refunds for CPI policies and communicate directly with SWBC’s F.I. Support team, an elite group of client care representatives formed specifically to support your staff.