Insurance
Enhance Productivity and Customer Service

Insurance is the fifth largest industry in the U.S., consisting mainly of insurance carriers or agencies that provide protection against financial losses resulting from a variety of perils. It generated almost $1.4 trillion in revenues in 2002, according to Forrester Research. The U.S. Department of Labor says today’s insurance agencies leverage computers and direct links to information databases for rapid communications and enhanced productivity.

Enhance Efficiency, Gain Control and Save Money with ECMNOW!

As an insurance provider, your top priority is to serve your clients, but manual processes restrict your capabilities. Enterprise Content Management (ECM) enables you to accelerate your client services. The ability to enhance efficiency, improve control, and save money will take your company to the next level. ECMNOW! converts burdening paper processes into effective electronic documents so you can:

"Because independent agents often represent several carriers, they may have to deal with several different proprietary computer systems. Agencies have to manually key in data, slowing their customer service. Multiple systems also hinder quote comparisons between carriers and products, and make it harder for new agents to become familar with products from different companies."

—Hoovers

  • Improve customer service by enhancing efficiency through a centralized information system.
  • Secure information for increased control and reliability.
  • Automate claims and approvals to decrease costs and save money.

 

Centralize Your Information to Enhance Efficiency

Handling thousands of claims and managing various procedures are daily challenges for your industry. Procedures can be slowed due to multiple information sources. ImageSilo® and PaperVision® Enterprise can help you manage and accelerate processes electronically for enhanced efficiency and improved customer service.

  • Quickly and easily turn paper documents into electronic files for an immediate increase in productivity.
  • Instantly retrieve all documents related to a policy or claim, allowing you to rapidly serve customers.
  • Automatically route claims through customized procedural steps, streamlining processing.

 

"Approving invoices is a lot more enjoyable with PaperVision Enterprise WorkFlow. I open the email and have all the supporting documents and accounting codes I need to verify and approve invoices. I don't have to go back to the accounting system to search for information. I just click OK and the invoice is routed to the next step in the process. It couldn't be easier."

—Phil Akason
CFO Terrus Real Estate Group

Control and Secure Information

Information security is a top concern in the insurance industry. Federal laws and regulations require customer information to be secure, but also remain accessible. ECMNOW! allows you to control information by safeguarding records and safely disclosing documents.

  • Control document access and restrict agents' abilities to view, change and share information.
  • Conceal sensitive information within a policy or claim to maintain customer confidentiality while retaining document availability.
  • Track policy history, system activity and information disclosures through extensive audit trails.

 

Key Features of ECMNOW!

  • A centralized information system allows carriers to efficiently search and retrieve all documents related to a policy.
  • Configurable security settings control access and restrict unauthorized activities.
  • ECM does not require expensive storage, maintenance or resources, saving you money.
ECMNOW!

Save Money with an Automated System

Paper-based systems are unproductive and are costly to manage and store. By creating an electronic information system, you can standardize practices and reduce costs associated with business procedures. ECMNOW! helps you automate practices for consistent document management, ultimately saving you money.

  • Streamline processes to save valuable time and money.
  • Convert paper records to electronic files, reducing paper and storage expenses.
  • Implement a comprehensive cloud ECM system without costly capital investments.
   
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