Convr typical implementation process:
Initial Discovery and Planning: The implementation starts with project kickoff, goal definition, and workflow mapping, ensuring the platform fits specific business requirements.
Integration Scoping: System interfaces with core insurance platforms, data sources, document management, and APIs are scoped and planned for optimal interoperability.
Data Preparation: Cleansing, migration, and mapping of historical and active submission data are performed to prep the environment for automation.
Platform Configuration: The Convr workbench is tailored with business-specific rules, intake logic, automated questions, and risk scoring engines.
User Training: Stakeholders and underwriting teams undergo role-based training sessions for system adoption and workflow proficiency.
Pilot Testing: A phased launch with selected submissions, producer groups, and test cases verifies platform setup and delivers feedback for further adjustment.
Full Deployment: Company-wide rollout automates new and renewal submissions, document processing, scoring, and reporting.
Convr can be extensively customized to fit specific business needs throughout underwriting, workflow, reporting, data integration, and user experience.
Business Rules Configuration: Organizations can define and adjust complex business rules to automate submission triage, risk scoring, data enrichment, and routing, tailoring these to their risk appetite and product guidelines.
Modular Setup: The platform supports essential, premium, and enterprise configurations—enabling proprietary workflows, custom document automation, specialty data integrations, and unique scoring algorithms, all modifiable by client objectives.
Workflow Customization: Users may configure end-to-end process flows, dynamic routing, conditional logic, role-based tasking, dashboard layouts, and notification triggers for individual or team needs.
API and System Integration: Convr’s open APIs enable integration with legacy and modern systems, including rating engines, data vendors, core insurance platforms, and CRM tools—extending data connectivity as required by client infrastructure.
Custom Dashboards and Reporting: Clients can build custom dashboards, set personalized reporting metrics, and define analytic views to monitor underwriting performance, pipeline status, and business KPIs with real-time analytics.
Data Lake/Source Customization: The underlying data pipeline can be enriched or refined with client-specific sources, preferred third-party inputs, and even rule-based data orchestration for industry specialties.
Auto-Labeling and Queues: Submission auto-labeling and queueing can be configured to enforce bespoke priorities and workflow routing according to underwriting, renewal, or policy attributes.
Mobile Experience & UI Customization: Convr offers adaptable mobile workflows to match field underwriting or remote review requirements and allows for tailored UI experiences for different user groups.
Convr offers a structured training and support program for new users that blends self-service resources, interactive onboarding, and direct assistance from its team. The platform provides access to onboarding guides, tutorial videos, and documentation, ensuring that new customers can quickly adapt and maximize the benefits of its AI-powered underwriting workbench. Convr’s customer support team also delivers hands-on support, including demo sessions and ongoing assistance via email and phone, enhancing the user onboarding experience.
Convr maintains a dedicated online resource library with onboarding guides, tutorials, webinars, and instructional videos designed to help users understand key platform features and workflows. These include:
Product walkthroughs for new users.
Deep dives into features such as business classification and handling unstructured claims data.
Documentation to support day-to-day platform usage.
New users receive onboarding through tailored demo requests and direct guidance from Convr’s support team, which can be reached by phone or email. Key onboarding support includes:
Live demonstrations to guide users through initial setup and main workflows.
Ongoing technical and operational support to resolve queries and encourage user adoption.
Availability of Convr support for troubleshooting, product updates, and feature exploration.
Convr facilitates continued mastery through:
Access to a growing repository of case studies, blogs, and how-to content to help users stay updated on platform advancements and best practices.
Encryption: Convr uses advanced encryption technologies to protect sensitive information in transit and at rest, helping prevent unauthorized access and interception.
Firewalls: The platform deploys industry-standard firewalls as part of its security perimeter to block unauthorized network access and safeguard databases.
Secure Authentication: User accounts are protected by password security protocols, and customers are responsible for maintaining the confidentiality of their credentials.
Audit Trails: Convr d3 Underwriting features detailed logging and audit trails of all activity for compliance, oversight, and forensic review purposes.
Regulatory Compliance: Convr is SOC 2 Type II certified, ensuring its processes for data security, privacy, and availability meet rigorous external audit requirements.
Physical and Procedural Safeguards: Data is stored in systems managed directly by Convr or trusted service providers, with layered physical and procedural defenses in place.
Independent Security Attestation: Security practices and compliance controls are validated by external audits and third-party attestation agencies.
Personal data is protected through multiple layers of technical and organizational controls, and Convr updates privacy policies regularly to reflect evolving requirements and best practices.
Users have options for privacy settings and control over account security through password management and individualized protection measures.
Product updates are deployed through a modularized rollout approach, enabling enterprises to adopt new features without disrupting core workflow operations.
Updates include both backend improvements (AI, OCR, analytics performance) and customer-facing features such as expanded self-service dashboards and new workflow automation capabilities.
Release notes and documentation are provided for each update to guide users on new functionality and operational changes.
Convr’s product team manages the update rollout to ensure platform stability and efficient onboarding for new capabilities.
Convr’s policy delegates data ownership and confidentiality responsibilities to the customer, meaning that enterprise clients retain ownership of the data they input into the system unless otherwise specified in individual agreements. Customers are responsible for maintaining the confidentiality and compliance of their data according to the terms set in their license or order form. Convr’s terms explicitly prohibit the entry of sensitive personally identifiable information except where agreed, and usage of the system must align with defined contractual boundaries.
Customers own and control the data they enter into the Convr system, except where a license or permission is explicitly granted to Convr for specific use cases, integrations, or analytics.
Convr maintains the rights to its own intellectual property—including its platform, algorithms, and software—but does not claim ownership of customer data or content input during use.
Certain contractual agreements (Order Forms) may clarify the rights Convr and the customer have regarding specific data sets, integrations, or analysis.
Policies referenced by Convr’s platform are designed to ensure customers can export their data from the system per request, subject to any technical limitations or contractual specifics.
Data portability provisions are typically aligned with recognized standards (such as GDPR), enabling enterprise clients to request and receive their data in structured, machine-readable formats that facilitate migration or use across alternative systems or service providers.
Convr’s contract renewal and cancellation terms are defined by its SaaS Terms & Conditions and typically reflect industry standards for enterprise software agreements. Below are key data points relevant to renewal and termination:
Renewal is generally managed through the original Order Form or primary contract, with provisions for continuation at the end of each term unless either party provides written notice of non-renewal before expiration.
Contracts may auto-renew for additional periods unless specifically terminated or renegotiated; details (such as renewal intervals and required notice periods) are set at the initial agreement and stated in the customer’s Order Form.
Any modifications to terms, pricing, or service levels for renewal are subject to mutual agreement.
Either party can terminate the contract in the event of a material breach, subject to a cure period (opportunity to fix the breach) as stipulated in the agreement.
Convr reserves the right to terminate access at its discretion for violation of terms, misuse, or other specified circumstances (e.g., entering prohibited data, non-payment).
Upon termination initiated by Convr, the customer’s sole and exclusive remedy is typically a refund of any prepaid but unused fees where access is terminated due to Convr’s decision.
Customers are usually responsible for full payment of the agreed contract term unless termination is due to Convr’s breach or specific mutual agreement.
Customers may have a limited window to export their data from the platform following termination, but are encouraged to clarify these conditions directly in their service agreement.
All proprietary materials, confidential information, and intellectual property revert based on the defined terms in the agreement at contract conclusion.
Renewal notification requirements (e.g., 30, 60, or 90 days prior to the renewal date) and cancellation windows are explicitly stated in individual contracts and order forms.
Convr software meets the SOC 2 Type II compliance standard, as verified by an independent audit, which affirms its security, availability, processing integrity, confidentiality, and privacy practices according to AICPA’s Trust Services Criteria. SOC 2 Type II is recognized as an industry benchmark for B2B SaaS organizations, specifically service platforms handling sensitive customer data.
Audited and certified by Prescient Assurance, demonstrating enterprise-grade internal controls over data protection, privacy, and service availability.
Encompasses ongoing monitoring and control audits over an extended period, not just a point-in-time assessment.
Covers all aspects of the Convr Underwriting Command Center, including AI modules and document processing features.
Internal processes and external attestation are structured to align with major regulatory requirements and industry best practices for commercial insurance, including confidentiality, privacy, and risk management approaches expected in regulated environments.
