All insurance examples
State form compliance check
Checks each compliance form against its state's rules while the client is still on the form, and shows them exactly what to fix.
The operation
Watch Malleable build this from the team's description, then change it when they ask
Conversation
Step by step
Compliance checks often happen days after submission, and forms go back and forth until they're right. This operation checks each form during submission, so clients know what to fix right away.
- 1Client uploads their compliance form
- 2Malleable reads the PDF and works out which state's rules apply
- 3It checks the required fields, declinations and signatures for that state
- 4Issues are flagged immediately with clear guidance on what needs to be fixed
- 5Once everything checks out, the form is approved and logged to your tracker
What the team gets
- Clients see what to fix while they're still on the form
- Each state's rules are checked the same way every time
- Start with one state and a general check, then add states by asking
- Your operations team changes the rules in plain English
Apps it uses
Google
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