self-service for agents & adjusters

Get funds to policyholders faster with DocFinity document & data gathering tools.

ECM, BPM/Workflow, Records Management & Capture Solutions

agents & Adjusters

For policyholders, the claims process can never move quickly enough. You're reliant on receiving needed information from your agents and adjusters in a timely manner so you can validate claims, identify fraudulent claims, and expedite the delivery of needed funds. Using basic document management, eForms, checklists, and workflow, you can provide a portal to simplify data gathering and analysis so you can make quick and accurate decisions when determining the extent of your company’s liability. DocFinity gives you the support you need to chase details, manage large volumes of data and provide evidence to support contested claims in court.

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Accelerate claims approval

make TIMELY claims decisions

Push documents for review, approval, or denial to dramatically accelerate turnaround times and settlements.

complete more work in the field

Upload files and access policies, claim histories, inspection reports, estimates, and other documents enabling adjusters to complete work remotely.

find information faster

Improve efficiency with online forms for policyholders and adjusters to provide information needed to expedite payouts for claims.

Integrate your systems

Connect DocFinity with claims administration systems so you can make documents available for immediate review.

Search
Automate Processes
Integrate LOB Applications
Mobile Access
Improved Straight-Through Processing

 

DocFinity enables quick, accurate turnaround — improving service to agents and adjusters, decreasing cycle times, lowering costs, and helping to attract and retain policyholders.

At Your Self-Service

 

You can expedite processing even more with self-service options that enable agents, adjusters, policyholders, and other parties to claims to update information and check their status online. By improving their experience, you’ll improve your retention.

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

self-service for agents & adjusters

Get funds to policyholders faster with DocFinity document & data gathering tools.

ECM & automation Solutions

self-service for agents & adjusters

Get funds to policyholders faster with DocFinity document & data gathering tools.

ECM solutions

Mobile Access
Automate Processes
Search
Integrate LOB Applications
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241