Customer Service

When you’re working with a customer, you need timely access to information so you can quickly resolve issues, manage claims, and fulfill service requests. But a fast response time isn’t enough. You also need a 360-degree view into each case—from client information and history to request status—so you can drive better decision making and deliver the best possible service.

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With DocFinity, you can provide case workers with anytime, anywhere access to the files needed to do the job right. Whether you’re working to solve an IT help ticket, insurance claim, customer service issue, social service request, or legal case, DocFinity can help you:

Enhance service delivery. Improve response times with quick access to the information needed to take action.

Organize and store critical information. Keep track of all case-related information including documents, email correspondence, and notes in one repository and archive appropriate content.

Protect client data security. Lock down sensitive data and define access rights so users can see only what is needed to do their job. Plus you can maintain an audit trail of activities.

Allow self-service for customers. Give your customers and trusted partners the ability to access and submit information while logging their trail for future needs.

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Self Service Options

Efficiently Provide the best care

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“The ultimate goal is faster, cheaper, and better service. Docfinity helps us achieve all aspects of this goal and gain a competitive edge.”

 

-Jerel titus, former underwriting manager, kemper direct

 

eforms Case Study

If you love to find new ways to improve efficiency, increase customer retention, and lower the price per policy, we thought you’d like to know that making these changes is easier than you thought. Take our customer Andrew Gamet from Michigan Millers Insurance Company (MMIC) for example, who was recently recognized with the IASA 2017 Technology Innovation Award for his unique use of DocFinity eForms to fill a gap in technology and improve correspondence with customers.

 

He created a single electronic form to:

  • Reduce the time it takes to generate letters from two hours to 3 minutes.
  • Ensure consistency.
  • Automate and track each notification and information request.
  • Notify personnel of required actions.

Contact Us.  We'll show you more.

 

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100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

better customer service, faster

Get immediate, up to date access to  customer information and transactions.

ECM solutions

Customer Service Icon
File Drawer
Security Lock
Self Service Options
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241