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Using ECM to Improve Policy Servicing

In the competitive realm of insurance processing, you need to have well-organized policy servicing procedures in place. Streamlining procedures surrounding policy issue, agency support, billing, claims processing, underwriting support, and other operations ultimately leads to better customer service and retention, as well as to increased revenues.

DocFinity lets you make policy changes and updates with the click of a mouse. Policies and supporting documentation can be immediately accessed from any Web browser. Documents can be launched into a workflow for signatures, approvals, improved communications, or further processing. Processing that takes weeks to months under a paper-based system can be reduced to days with DocFinity automation.

DocFinity improves policy servicing with:

• Electronic capture and management of documents, pre-printed forms, e-mails, faxes, and images.


• The ability to update personal information by electronic transmissions, faxes, phone calls, and paper submissions.


• BPM/Workflow, which automates case assignment, tracks files, and electronically alerts agents or other company personnel to cross-selling opportunities.


• The ability to automatically update third-party databases and/or applications with metadata entered on forms.


• The ability to create, index, manage, store, and route electronic forms, which increases efficiency and gives your staff and policyholders self-service options.

For additional information regarding DocFinity solutions for policy servicing, contact us or email info@docfinity.com.