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Auditing

The auditing process is a necessary, yet typically dreaded event for an insurer, characterized by challenges in locating files and staff whose valuable time is redirected to exhaustive searches. An electronic document management system can simplify the auditing process easier by centralizing your documents, images, photos, emails, voice files, and other documents in a fully searchable repository, or pointing to the location of information stored in other applications so you can find what you need quickly. Automated queries and Web access help auditors to do their jobs quickly, removing the need to search for days through boxes of materials. Digital workflow pushes audit-related tasks to the right parties for appropriate action. Staff talents are put to better use, work routines no longer have to be interrupted, and proof of compliance is no longer an overwhelming burden.

DocFinity takes the pain out of search, secure access, and compliance. Since 1986, we have helped insurers work faster and smarter. Share your needs with us. We can help. If you would like someone to contact you about our accounting and financial solutions for insurers, please contact us or email us at info@docfinity.com.

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"We needed a paperless process for a number of reasons. It gives us better management of service levels, less movement of paper, less opportunity for lost paper, improved quality, and improved timeliness. We use the system to direct the work to the people who need to get it, without physically moving paper all around."

~ Anne Castro, BlueCross BlueShield of South Carolina

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