SOLUTION SHOWCASE: KYC COMPLIANCE FOR INSURANCE

Automated Sanction List Scanning to Ensure Insurance Regulatory Compliance

Digitize and automate processes in sanction scanning to have seamless policy quoting, policy binding, and claims payment activities

FREE 10 HOURS
OF PILOT SUPPORT

Automated Sanction List Scanning to Ensure Insurance Regulatory Compliance

Automate verifying
sanction list data

Screen customers and transactions faster

More accurate and
affordable KYC solution
 

Web And Mobile Form

IDENTIFY RISK THREATS INSTANTLY

Scan regularly-updated sanction lists and watchlists and get real-time risk status updates through automated monitoring

ADAPT TO DYNAMIC  BUSINESS RULES

Steer lets you easily configure business forms and processes that constantly change along with updates in standards and regulations

INTEGRATE WITH EXISTING SYSTEMS

Automatically pass on data to your core systems, whether it’s your ERP/CRM or customer-facing web portals/mobile apps

Steer can also be used for other customer (assisted via agent or direct) and
internal activities accessed via a web portal or mobile app: 

Policy Purchasing and Renewals Field Service Management 

Policy Purchasing and RenewalsPolicy Purchasing & Renewals 

Claims Support and ProcessingClaims Support and Processing 

Customer Information Update Customer Information Update

Agent Application-AccreditationAgent Application/Accreditation

Agent Commissions ManagementAgent Commissions Management

Have an automated KYC Compliance for Insurance at 10% the cost and time, and with 100% flexibility

FREE 10 HOURS
OF PILOT SUPPORT

About Steer

Steer offers an all-in-one software for commercial & residential HVAC, construction, plumbing and other field service businesses. Features include Marketing & Sales, Operations, Customer Service, and Reporting. Everything in Steer is fully customizable, no coding required.

Steer helps companies in four areas – grow sales through better lead generation & selling tools,​ boost operations in the field or at the HQ,​ create unbeatable customer experiences,​ and generate actionable insights in real time.

Steer was created by the same team behind BlastAsia. Established in 2001, BlastAsia is one of the largest software product engineering companies in the Philippines and is a Microsoft Gold Partner for Application Development and Cloud Platform.