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Insurance and Forms Management

Forms management is a cornerstone of effective communications between policyholders, agents, partners, and staff. Risk assessment, validation, eligibility determination, pricing, quoting, rating, and policy recommendation are often driven by forms, as are internal processes that relate to HR and other operations. When agents, staff, and policyholders have self-service options that are associated with electronic forms, it helps to expedite turnaround and ease your processing burden.

DocFinity gives insurers the ability to create, store, distribute, and manage forms electronically. This improves:

Turnaround time, efficiency, and accuracy with the ability to automate the processing of both customer and staff forms.

Compliance with SOX, HIPAA, and other regulations that require accountability and stringent privacy measures.

Processing of structured, loosely structured, and Web-based forms.

Integration with fax machines, PDAs, legacy and diverse software systems, existing portals, and Web sites. This eliminates the need to physically store documents and provides policyholders and staff with self-service options.

Disaster recovery and records management strategies, as incoming paper in your organization can be reduced and in some cases eliminated.