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Document Management for Insurers

Customers expect fast service and reliable information the instant they request it. Unfortunately, inefficient access to documents can hamper service—and productivity. It can also contribute to prolonged audits; lost, misplaced, and duplicate files; and continually growing volumes of information that are difficult to manage and prioritize.

DocFinity document management solutions help life, health, property and casualty, and other insurers work faster and smarter whether your company is large or small. DocFinity helps insurers:

Avoid redundancy of data stored in diverse systems. Browser-based enterprise content management (ECM) provides real-time, secure access to policies, claims, client data, and the status of items being processed. It keeps you and your customers informed every step of the way.

Implement indexing and automation to minimize errors from manual data entry.

Improve productivity and turnaround with immediate access, electronic forms, and automated processes.

Improve satisfaction for policyholders, agents, and staff by offering immediate answers, straight through processing, and self-service options.

ECM is a launching pad for efficient workflow, automatically pushing and pulling data from policy administration systems, underwriting and claims software, legacy systems, emails, faxes, and more to the right people for action at the right time. Tasks are propelled forward by business rules, removing wait times for information and decisions. Authorized staff and agents gain an instant overview of every transaction relating to prior, current, and future insured. DocFinity offers:

Electronic data capture at the time of application, enabling simple policies and claims to be processed in real time and more complex policies and claims to be pushed forward to your senior underwriters and adjusters.

Immediate access to payment history, other policy data, prior claims, risk assessment, and other information—including data housed in legacy systems.

The ability to add items such as damaged property photos, estimates, and inspection reports into the system from the site location in real time, enabling ready access and faster decisions.

The ability to automatically generate custom letters or calls based on specific data as it enters the system.