The work your desk does, step by step.
Pick a request and see exactly what Shlix IBS does at each step, who approves it, and what is drafted for you versus routed and tracked for your team.
- Drafted by Shlix The document is built from your records and checked.
- Routed, timed and tracked Recognised, matched, routed, timed and approved; your team does the work.
- Drafted by ShlixCertificates of insurance
From a holder's request to a checked certificate, with every value showing where it came from.
6 stepsSee the steps - Drafted by ShlixAuto ID cards
Insurance ID cards drafted from the policy record and the vehicles in the request.
5 stepsSee the steps - Routed, timed and trackedEndorsements
Policy change requests recognized, matched, routed to the right person and timed until they are done.
5 stepsSee the steps - Routed, timed and trackedCancellations and non-pay
Cancellation requests and notices kept from slipping, with the chase clock running while you wait.
5 stepsSee the steps - Routed, timed and trackedRenewals
Renewal requests recognized and routed with their own follow-up rhythm, so none sit unanswered.
5 stepsSee the steps - Routed, timed and trackedPolicy checking
A carrier's policy document compared with your own record, with every difference flagged for a person and nothing overwritten.
6 stepsSee the steps - Routed, timed and trackedLoss runs
Loss run requests tracked from the ask to the document arriving, with the chase clock running while you wait on the carrier.
5 stepsSee the steps - Routed, timed and trackedPremium audits
Audit requests and carrier audit notices kept on a clock, with each document request and dispute followed up.
5 stepsSee the steps