Back office efficiency improvements

Leverage DocFinity ECM everywhere to centralize information and automate processes.

ECM, BPM/Workflow, Records Management & Capture Solutions

Back Office Processes

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.

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Accounting

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.

Accounting

customer service

Customer Service

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:

  • Capture and manage all documents, correspondence, and images.
  • Automate case assignment, track files, and automatically alert agents and company personnel to cross-selling opportunities.
  • Provide self-service access to staff and policyholders.

HR

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.

 

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

Accounting
Customer Service

company-wide efficiency improvements

Leverage DocFinity ECM everywhere to centralize information and automate processes.

ECM & automation Solutions

Accounting
Customer Service

company-wide efficiency improvements

Leverage DocFinity ECM everywhere to centralize information and automate processes.

ECM solutions

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241