Document Management for Insurance and Financial Management
Improve Customer Service, Maximize Efficiencies
The inefficiencies and restrictions of paper-based filing make it difficult and expensive for insurance brokers/agents and financial specialists to respond quickly to client requests and improve overall efficiency of the office. Many offices hire staff just to retrieve requested information, then file and re-file it, and make copies. Paper-centric offices incur additional expenses for paper, toner, supplies, filing cabinets, and eventually, off-site storage expenses. Finally, potentially productive office space is wasted on filing cabinets.
Streamline Operations and Achieve Competitive Advantage
Our Document Management for Insurance and Financial Management solution provides you immediate access to business critical documents and customer information, regains valuable office space and reduces your dependence on off-site storage. You have the ability to answer your client’s question on the first telephone call when your information is only few mouse clicks away, and multiple people in your office can access the same document at the same time.
With our electronic document management solution, your office will work quicker, smarter and more collaboratively. Your documents are protected from fire sprinkler accidents and natural disasters like fire, flood, earthquake, etc.
Security
Our document management solution helps protect against legal liability with its sophisticated role based security model that ensures confidential documents are secure and accessible only by the authorized personnel you specify. Role based security, audit trails and other tools assist in maintaining compliance with industry regulations including Securities and Exchange Commission (SEC) 17A, HIPPA, Financial Industry Regulatory Industry (FINRA) as well as the eSign Act.
Simplify Project Tracking and Workflow
Our document management solution simplifies project tracking and other document processes. You always know who is working on a document, where it has been and who gets it next. Our workflow guarantees your business process proceed smoothly with the latest version of the document.
In summary, our document management solution will enable you to provide better service to your customers and grow your business with fewer non- revenue producing staff.