Insurance
Document Management for Insurance

Implementing a document management system can vastly aid in improving document handling and tasks management, furthermore with modern tools such as digital signature a lot of time can be saved which means no chasing calls from customer and overall reduction in things to do which saves time to be invested in more productive activities by disengaging colleagues as the workload is reduced. Moreover, errors such as misfiling documents, lost files and damaged files can be largely reduced and thus policy holders can get their claims settled faster as the handlers can easily access the information they require, improving customer satisfaction and also making the staff’s life easier.
How a Document management system for Insurance firms can help
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Also, Insurance managers can take advantage of document management systems to improve compliance with various governing regulations. DMS systems provides accurately recorded audit trail of each document in the system and user activity which helps in audits and since these records are automatically managed by the system, companies don’t have to spend time preparing for upcoming audits.
Discussing about convenience, document management systems, especially cloud-based ones, provide a centralised repository and access to your documents and data. Documents can be shared quickly with colleagues and external stakeholders such as adjusters, agents or legal contacts to facilitate the information and documents required for claims settlement or other regular processes while also keeping the data secured as with an electronic document management system, organisations get a limited accessible and permission-based document access control. Confidential documents containing personal data are stored as pdf or other preferred format upon receipt centrally in a secure repository where it is only made available to limited users with appropriate access rights eliminating the risk of document loss, unintended access or damage, while Document manager ensures information is only made available on a controlled basis through audited sources.
Document management systems help insurance companies to store insurance process related documents from multiple sources and channels whether they arrive by post, email, web form or any other channel into a single repository.
The benefits of Docusoft for Insurance firms
Security
All documents are in one location
Backup and recovery are built in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
Web browser interface, desktop and mobile apps.
Work remotely as needed
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Security
All documents are in one location
Backup and recovery are built in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
Web browser interface, desktop and mobile apps.
Work remotely as needed
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device