Overview

When it comes to onboarding new customers, most of us believe “the more the merrier!” However, using cumbersome paper-based processes in an increasingly digital world delays onboarding, putting you at risk of lagging behind the competition. MSB not only shortens the onboarding and documentation process of insurance policies and claims, but also reduces your operational and processing costs dramatically. All while increasing customer satisfaction and business volume.

Sell, process and settle insurance instantly
  • New policy applications
  • Pre-authorization forms
  • Claim forms
  • Certificate of insurance (COI)
  • Renewing your policies
  • Beneficiary forms
  • Issuing new policies
  • Letters of credit and guarantees
  • Expense reporting
  • Premium payments
  • Claims documents
  • Change of address forms
  • New employee paperwork
  • Change of beneficiary
  • Know your customer
  • Delegation of authority
  • Stop payment requests
  • Compliance processes
MSB Advantages
msb advantages
msb advantages
msb advantages
MSB Salient Features

Legal & Compliant

Compliant with regulatory and industry standards such as ISO 27001, GDPR, EU-US Privacy Shield, SSAE 16, UETA, FDA 21 CFR Part 11, EMA, India IT Act 2000 and HIPAA.

Smart Templates

Use our simple, customizable and ready-to-use templates to prepare your documents in just a few clicks–whether it’s an approval, merchant onboarding or any agreement.

Defining & Executing Workflows

Simple and intuitive workflow tools helps our users to create the workflow seamlessly improving the efficiency and productivity of the document lifecycle.

Bulk Operations

MSB is capable of executing bulk operations (sending documents for bulk signing, for instance) in one go while eliminating obstacles that hamper productivity.

Mobile Friendly

Compatible with all devices and platforms. Prepare, send and track from most devices.

Personalized On-Demand Training

MSB offers special on-demand training sessions through webinars or in person.

Advanced Verification

Aadhar, OTP, visual and biometric-based 3rd party signer identification and authentication.

Document Upload Via Cloud Storage Services

You can upload documents using Google Drive, Dropbox or OneDrive.

Tamper Proof

Once signed with MSB, the documents cannot be forged or tampered with.

Fully Customizable

Add/edit custom features that suit your business best.

Robust APIs

Our system is readily compatible to integrate with your ERM and MIS systems.

Custom Signatures

Select, add and save custom signatures and logos to your templates.

Multiple Actions

Sign, review, reject, approve or delegate.

Audit Trail

Every step of the document lifecycle is recorded.

Hybrid Signature Solution

Digital and electronic signing available.

24X7 Support

Reach out via email, phone and online chat.

Find out how MSB can benefit your organization
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