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Insurance

Is Your Policy Paperwork no Longer at a Premium? 

Affordable, easy-to-use and reliable, Document Management Software can quickly transform your company into a totally digital, virtually paperless, carrier. 

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How is Document Management Unique?

  • Supports easy adoption for all users 
  • Advanced technology platform
  • Streamlined Administration 
  • Value Driven Price Point
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Where is Document Management Used? 

  • Policy Forms 
  • Enrollment Applications 
  • Change Requests 
  • Benefits Packages 
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Customer Testimony 

"Document management really impresses our clients! When a client calls and we need to find a document, I can often retrieve it in just a few seconds and then email it to them while we're still talking. It's very satisfying to hear them exclaim "how did you get that so fast?." 

- Mary Bishop, Senior Client Manager, Construction Risk Partners  

 

How Will Document Management Insure Efficiency Within Your Organization? 

Through powerful tools to manage policyholder insurance cards, coverage policies and preprinted forms. 
By streamlining business processes and providing fast, company-wide, access to policy information. 
With decreased administrative labor costs by eliminating paper based filing. 
By automating internal policy management and enforcing document based business rules.