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BPM/Workflow for Insurers

Expedite turnaround with automation

Insurance carriers have limited ability to control the premiums they charge insureds and still remain competitive. But there is one cost you can control, and that is your back office costs—or, better said, what it costs you to insure them. Since business process management (BPM) is the practice of improving the efficiency and effectiveness of any organization by automating and optimizing the organization's business processes, it should be a key technology component of any IT initiative to improve performance.

BPM/Workflow effectively serves as the conduit between people and people; people and systems; and systems and systems. It automates and standardizes processes based on defined best practices of the carrier. It automatically routes information to the right person at the right time, helping insurers to improve customer service and process more work in less time. BPM/Workflow integrates seamlessly with your legacy and line-of-business applications via web services. It automates insurance processes and helps you to pull data from diverse sources—email, voice mail, faxes, policy admin systems, etc.

At the same time, you can leverage DocFinity’s automation capabilities to decrease back-office costs associated with medical review, returned mail, agent and insured communications, and other operations. DocFinity BPM/Workflow allows you to:

• Underwrite more new business with existing staff.


• Process claims and claims denials, faster.


• Manage your back-office processes more efficiently, including accounting, human resources, financial audits, and more.


• Provide self service options. Straight through processing allows you to free your highly-skilled staff for analytical processing such as exception handling.


• Monitor staff productivity, reassign tasks, and load balance work.


• Comply with HIPAA, Sarbanes-Oxley, and other regulations.

BPM/Workflow can further expedite your turnaround by allowing you to automate reviews, approvals, denials, and signatures. Contact us to learn how to improve turnaround and get more from your technology investments.