With the focus on serving your policyholders, administrative and operational areas are often lacking the resources needed to get everything accomplished. From accounting to human resources and customer service procedures, DocFinity does the heavy lifting to keep the focus and the budget where it
should be — on your customers.
If you're not automating your accounting processes, you could be spending as much as $15 to manually process a single invoice. DocFinity assists accounts payable with quick and efficient turnaround related to payments. Utilizing workflow, you can route incoming invoices to the purchaser for review and approval upon receipt, and anyone else that may need to verify and approve the payment. Any discrepancies can be immediately addressed.
Providing better customer service is simple: improve process efficiency. With DocFinity, you can easily optimizing your procedures for policy issuance, agency support, billing, claims processing, and other operations. Processing that takes weeks and month on paper is reduced to days. And along with delivering better service faster, you’ll increase customer satisfaction, retention, and profitability.
DocFinity helps you improve all of your policy servicing activities so you can:
Managing the paperwork associated with each applicant, employee, and retiree can be a challenge. Complementing your HR system, DocFinity stores and manages the retention of the documents associated with each person, including credentials, clearances, degrees, insurance and benefit information, tax forms, and more. DocFinity can even automate notification to employees and HR staff when clearances are about to expire or credentials need to be updated.