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Business Process Management (BPM) and Insurance

Electronic routing standardizes and expedites insurance processes with rules-based automation

In order to compete, you need to find ways to decrease turnaround and improve customer services. DocFinity BPM can help you optimize underwriting, claims, and other business processes with automated workflow. At the same time, it can help you improve compliance, accountability, and governance.

The beauty of the DocFinity solution is that it works in the background, allowing you to focus on your operations rather than your software system. BPM allows insurers to:

• Improve services and turnaround with the ability to securely store, immediately retrieve, and electronically route policyholder documents.


• Electronically process, track, and file reports, applications, inspection reports, witness statements, correspondence, police reports, and other documents.


• Create or enhance self service and straight through processing options for clients and agents.


• Enhance risk assessment, validation, eligibility determination, and quoting processes with workflow.


• Streamline procedures surrounding policy issue, agency support, billing, claims processing, underwriting support, and other operations.


• Expedite operations in accounting, human resources, compliance, and other areas with process automation.

Contact us to learn how DocFinity can provide the security, accuracy, and privacy necessary to conduct everyday business and help you provide superior services for your patients and staff.