matchRFXfor Underwriters

Keep your team focused on strategic tasks that drive growth.

  • Eliminate manual data entry and free underwriters for high-value work.
  • Process more RFPs and renewals faster with greater accuracy.
  • Scale effortlessly to handle peak volumes with ease.
*No Software License fee.
matchRFX for Underwriters Lines of Business

Straight-through processing increases speed and reduces manual errors.

  • Automatically retrieves RFP documents from Salesforce™, email, file store, or other online source.
  • Reads & analyzes documents in any format and extracts relevant information with over 95% accuracy.
  • Formats benefit plan data and census, and automatically posts to your underwriting application.

Multiple lines pre-configured for easy setup. Add new lines as needed.

  • Extracts data from any RFP or document - no training required.
  • Supports adding new lines of business and industry domains.
  • Deploys quickly, requires minimal maintenance, and ensures cost-effective ownership.
  • Delivers business value fast, even with low-volume usage.
matchRFX for Underwriters Lines of Business

Client Spotlight

"matchRFX allows for extraction and interpretation of data from our current forms, allowing us to work more accurately and efficiently. The team works to proactively drive opportunities for improvements that we may not have believed possible."

Maria Mattis
Director, Risk Management
The Standard Insurance Company
Results
  • 95%+ data extraction accuracy
  • Transformative improvement in RFP processing time
  • Scale to pursue strategic growth opportunities