Cardinal Engage is a digital engagement platform for insurers, brokers, UMAs and Administrators, bringing client interactions, service activity and intelligence into one working environment.
It gives teams the tools to respond to clients, action requests and manage the work that follows, with better visibility across the client relationship.
Cardinal Engage links client interactions to the work they create. Communication, client information, tasks, workflows and Smart Tools work together, giving teams the context they need to pick up an action and take it forward.
“When the communication, information and work supporting those actions sit in different places, teams spend more time switching between systems, searching for information and following up on what happens next.” Graham Harvey
Bring client communication into the same environment as the work it relates to.
Teams can view incoming and outgoing communication, respond to clients and move directly from a message into the related action or task.
Incoming communication can also be read, understood and routed according to intent, helping the right request reach the right place sooner.
Create, assign and track work through to completion.
Tasks provide visibility of ownership, status, due dates and activity, while workflows support structured processes and the actions required at each stage.
Give clients access to services directly through WhatsApp.
Clients can request policy documents and confirmation of cover, lodge certain claims and complete other enabled self-service actions. Activity is recorded against the client, giving teams visibility into what has happened.
Keep key policy and claims activity connected.
Teams can view policy information and capture claims from within the portal, reducing the need to move between separate environments to complete everyday service tasks.
Use AI to take on more of the document-heavy work involved in insurance servicing.
Smart Tools can analyse insurance documents, compare quotes and cover, identify changes and gaps, extract information, pre-fill forms and generate client-ready outputs. The Broker Lens helps users pull information from schedules and documents quickly, making it easier to get to the information they need.
See what needs attention and where work stands.
My Workbench brings priorities, tasks and current activity into view, while Insights provides reporting across work, communications and operational activity.
Dot, the in-app assistant, gives users help in the moment while they work.
For Cardinal clients, Cardinal Engage connects directly into C360, with the integration evolving alongside the move to 360 Cloud.
For the wider market, Cardinal Engage can also operate as a standalone platform and can be customised around specific business requirements where needed.
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