Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks.
Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction.
Reduce Agent Onboarding Time by 80%
Trim Ramp Time by 40%
Decrease Average Handling by 30%
Description
Shepherd stands out as the inaugural managing general underwriter (MGU) for extensive commercial risks, delivering proactive solutions that enable clients to achieve significant premium savings. As an insurtech MGU, we specialize in casualty lines tailored for commercial construction endeavors or programs. Our core mission is to enhance safety and sustainability within the industry by rewarding the most innovative builders. Each project can be customized at the individual level, allowing for effective monitoring of compliance status and renewal processes. In addition to competitive proposals, Shepherd offers in-depth risk assessments that empower clients to recognize and address exposure or claims trends. By visualizing the primary factors contributing to premium costs through payroll analysis, we facilitate the identification of claims trends and the evaluation of performance in comparison to industry peers, ultimately fostering a safer construction environment. This comprehensive approach not only supports clients in managing risks but also aids in making informed decisions that drive long-term success.
API Access
Has API
API Access
Has API
Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
Pricing Details
$20
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Process Shepherd
Founded
2022
Country
United States
Website
www.processshepherd.com
Vendor Details
Company Name
Shepherd
Founded
2020
Country
United States
Website
shepherdinsurance.com
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management