A2 I & Issuance Management: Drive improvement in Application-to-Issuance (A2 I) performance by ensuring timely clearance of underwriting requirements, Proposal Discrepancies, and pending cases to enable faster policy issuance. Pendency's & Discrepancy Resolution: Own real-time resolution of sales Pendency, including documentation gaps, underwriting requirements, Tele/PPMC pending cases, counter-offers and QC discrepancies cases by coordinating with relevant stakeholders. Stakeholder Management: Partner closely with Sales, Agency, Underwriting and Operations teams to identify bottlenecks, resolve cases within defined TATs and improve the overall proposal-to-issuance journey. Agent Capability Building: Train and guide agents and sales teams on documentation standards,
underwriting requirements and common error areas to minimize proposal discrepancies and prevent recurring Pendency. Process Improvement & RCA: Analyse recurring discrepancies and pending cases, identify root causes and implement corrective actions to improve first-time-right submissions, reduce sales pendency and enhance operational efficiency. Performance & MIS Management: Track key A2 I, pendency, discrepancy and issuance metrics, provide regular MIS/insights and support initiatives aimed at improving same-day and 24-hour policy issuance.
📌 Issuance Support Maharashtra (India)
🏢 Niva Bupa Health insurance
📍 India
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