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Insurance and Image Management

Insurers regularly scan thousands of documents that are associated with policy issue, agency support, billing, claims processing, underwriting, and internal paperwork. Organizing these files so that they can be easily retrieved or routed can be a challenge: image management encompasses far more than buying a scanner and using it to save documents on your organization’s server.

DocFinity gives you the ability to accurately index, archive, and manage documents associated with your business processes such as policy recommendation and issue, agency support, billing, claims processing, underwriting, risk assessment, validation, etc. At the same time, the software enables you to manage internal documents related to HR and staff records.

Capture, index, archive, and electronically manage documents related to eligibility determination, pricing, quoting, rating, and policy recommendation, reports, certification of damages, witness statements, correspondence, and more. DocFinity’s image management component helps insurers:

  • Comply with SOX, HIPAA, and other regulations that demand security and accountability.

  • Improve turnaround when processing policyholder and staff records by offering self-service options, straight through processing, and the ability to implement electronic forms.

  • Access information quickly and accurately by integrating with fax machines, host-generated reports, PDAs, line of business software, legacy systems, and Web portals.

  • Eliminate the need for filing cabinets and offsite storage. All documents stored within the system are available for viewing or routing with the click of a mouse.

  • Mitigate risk with improved records management disaster recovery measures.

DocFinity image management offers a robust and flexible solution designed specifically to address insurers’ business environments—regardless of the size of your organization. Contact us to learn more about decreasing your costs and turnaround time while significantly enhancing policyholder services.


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