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Insurance Business Operations / Back-office Processing

In addition to reducing the processing burden on your agents and staff, DocFinity offers the ability to enhance Human Resources, Accounting, Legal, Accounts Payable, and other back-office operations.

Processes that involve action—including multiple reviews, approvals, denials, and signatures— benefit greatly from business process management, which allows you to flow tasks to the right people for action in a timely manner. DocFinity allows you to:

• Leverage your existing software investment by integrating with SAP, Lawson, PeopleSoft, and other HR applications.


• Create, capture, store, and manage agent and staff records, including the automation of retention and disposition strategies.


• Implement employee self-service so that staff can submit sensitive information securely and confidentially.


• Centralize and secure your data to demonstrate governance and improve security, efficiency, and compliance initiatives.


• Oversee processing volumes, potential bottlenecks, and employee productivity, helping insurers remain on the path of continual process improvement.

Get more from your ECM investment. Contact us or email info@docfinity.com for more information.