Source: https://joinfinn.com/integrations/duck-creek

# Duck Creek

## Duck Creek + Finn.

Duck Creek integration with Finn. Duck Creek connects policy administration, billing, claims, and supporting workflows for property and casualty insurers.

Business function: Insurance.

## What you can do with Duck Creek.

Duck Creek connects policy administration, billing, claims, and supporting workflows for property and casualty insurers.

### Complete insurance application intake

Finn handles the information gathering and follow-up needed to move a submission into the insurer’s workflow.

**Typically handled by:** New business processing team

**Starts when:** A prospect or producer submits an insurance inquiry.

#### What Finn handles

1. Collect the application details and documents required for the selected product.
2. Create or update the submission through the connected Duck Creek Policy or producer workflow.
3. Follow up on missing information and record responses from the applicant or producer.
4. Submit the completed file for the insurer’s underwriting and pricing decision.

**The result:** The insurer receives a complete submission with its supporting records.

### Coordinate quote acceptance and policy issuance

Finn completes the administrative work after the insurer provides its quote and terms.

**Typically handled by:** Policy processing team or insurance service agency

**Starts when:** The insurer issues a quote for a customer to consider.

#### What Finn handles

1. Retrieve the insurer-issued quote, conditions, and required documents.
2. Explain the recorded terms and collect the customer’s acceptance or questions.
3. Complete the required signatures and payment steps through their connected services.
4. Run the authorized issuance workflow and deliver the issued policy documents.

**The result:** The accepted quote reaches a recorded issuance result with completed paperwork.

### Run policy change administration

Finn takes a customer’s change request through information collection, insurer decision, and document delivery.

**Typically handled by:** Policy service team

**Starts when:** A policyholder requests a change to their policy details.

#### What Finn handles

1. Read the current policy and collect the exact requested change and supporting information.
2. Submit the request through the connected Duck Creek Policy workflow.
3. Communicate the insurer’s resulting terms or decision and collect any required acceptance.
4. Deliver the resulting documents and confirm the recorded policy change.

**The result:** The customer receives the insurer’s documented change outcome.

### Complete renewal follow-up

Finn coordinates the customer communication and paperwork around a renewal.

**Typically handled by:** Renewal processing team

**Starts when:** A policy enters its renewal window.

#### What Finn handles

1. Read the renewal dates and the insurer’s requested information or offer.
2. Collect updated customer details and send them through the renewal workflow.
3. Communicate the insurer-issued renewal terms and follow up on acceptance, signatures, and payment requirements.
4. Deliver the recorded renewal result and documents.

**The result:** The renewal has a completed administrative record and a clear customer outcome.

### Resolve policyholder billing inquiries

Finn handles premium, installment, and payment questions using the insurer’s billing records.

**Typically handled by:** Insurance billing call center

**Starts when:** A policyholder asks about a bill or payment.

#### What Finn handles

1. Read the relevant Duck Creek Billing account, invoices, and payment activity.
2. Explain the recorded charges and installments and collect any dispute details.
3. Complete routine payment follow-up through the connected processor or track a billing-owner correction.
4. Confirm the resulting account status and send the appropriate receipt or explanation.

**The result:** The policyholder receives a clear answer tied to the billing record.

### Run premium payment follow-up

Finn manages routine reminders and customer responses around outstanding premium balances.

**Typically handled by:** Premium collection team

**Starts when:** An installment reaches the insurer’s follow-up schedule.

#### What Finn handles

1. Read the balance and recent payments before contacting the policyholder.
2. Send the insurer’s reminder and secure payment instructions through the connected communication service.
3. Handle routine questions and send hardship or disputed-balance requests to the responsible insurer team.
4. Record the payment result or next owned action and stop reminders when the balance is settled.

**The result:** The follow-up list reflects actual payments and current customer responses.

### Complete first notice of loss

Finn gathers and submits a policyholder’s reported loss with its supporting documents.

**Typically handled by:** Claims intake center

**Starts when:** A policyholder reports an incident.

#### What Finn handles

1. Collect the policy reference, incident facts, involved parties, and reported damage.
2. Create the claim intake through the connected Duck Creek Claims workflow.
3. Collect photos and missing administrative details and submit the completed report.
4. Send the claim reference and the insurer’s next-step instructions.

**The result:** The loss report is submitted with a complete administrative intake record.

### Coordinate claim documents and service appointments

Finn handles the paperwork and scheduling work surrounding an active claim.

**Typically handled by:** Claims support or vendor coordination team

**Starts when:** An adjuster requests evidence or an inspection service.

#### What Finn handles

1. Read the adjuster’s document or service instructions.
2. Request the files or arrange the insurer-selected vendor appointment through connected services.
3. Follow up on missing material and vendor-reported completion.
4. Attach the resulting documents and communicate the recorded status to the policyholder.

**The result:** The claim has the requested evidence and a documented service outcome.

### Run producer and agency service requests

Finn completes the administrative requests exchanged between an insurer and its distribution partners.

**Typically handled by:** Producer support team

**Starts when:** An agent asks for documents, submission status, or account help.

#### What Finn handles

1. Match the producer and retrieve the relevant policy, billing, or submission record.
2. Answer the question from the recorded information and gather any missing request details.
3. Complete the connected document or service workflow and track decisions with their insurer owner.
4. Send the result and retain the producer communication history.

**The result:** The agent’s request reaches a documented service result.

### Deliver insurance operations reports

Finn assembles the recurring cross-team review and follows administrative actions to completion.

**Typically handled by:** Insurance operations analyst

**Starts when:** The operating review or reporting period begins.

#### What Finn handles

1. Gather submission, policy, billing, and claim worklists from the connected Duck Creek modules.
2. Explain outstanding administrative work and identify the relevant records and owners.
3. Deliver the report through the connected reporting tools and answer source-based questions.
4. Track the manager’s assigned actions and record completed results.

**The result:** The insurer has a current operating report and accountable follow-up.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Duck Creek.

[Visit Duck Creek](https://www.duckcreek.com/)

## Industries

- [Insurance](https://joinfinn.com/industries/insurance): Claims intake, evidence, policy service, and renewals.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

[All integrations](https://joinfinn.com/integrations)

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