Many insurance companies have limited visibility into client relationships, and often have their staff track activities in shared Excel spreadsheets. Content Services allow for representatives to search content within documents, rather than just the document title. Agents are now able to find exactly what they’re looking for, even if the documents are misplaced, misfiled or tagged improperly. Content services software can provide a consistent way of managing critical relationships with clients. Automating document processes and better search instantly boosts productivity while ensuring your business maintains control over content and related actions. You’ll have instant access into who made changes and when.
Advanced content services software offers mobile optimization, automatically tailoring desktop views of your document database for different devices from laptop to tablet and smartphone. Employees are granted with untethered access to their business documents and workflow functionality, no matter where they are. No snowstorm can stop your employees from getting their work done! Additionally, when users are on site with customers, documents pertaining to the client can be instantly accessed for improved consultations.
Content services systems can index documents automatically so that they can be instantly found. Now you aren’t only improving productivity, but also customer service. With instant search functionality, employees can provide better service to customers by answering more questions live. Soon you will process claims with record speed and accuracy. Your company will gain a reputation for being timely and available. All the while, you obtain an integrated, bird’s-eye view of consumers and customers.
Gone are the days of searching through endless files, databases, and email correspondence for relevant information. Instead, cloud-based content services efficiently manage all data and paperwork, including claims, reports, applications, e-signatures, emails, web-based forms, scanned-in papers, and more.
Content services are highly adaptable and can easily integrate with your current insurance applications. OnBase enterprise content management solution integrates with any insurance applications – from DuckCreek, EXLServices LifePro, to Guidewire ClaimCenter and Guidewire Policy Center – simplifying processes across the organization.
Integrations with existing applications ease transitions to new software, improve user adoption and satisfaction and eliminate switching between screens to find the right information. Integrations also allow for faster document indexing which increases content capture speeds and eliminates the risk of human error from manual entry.
In the insurance industry, security, compliance, and efficiency are in high demand. Insurance regulations are some of the strictest in existence. In order to meet this need, content services platforms remain up-to-date with privacy and other regulations. The flexible, scalable nature of cloud-based content services platforms allow businesses to achieve compliance without stress or distraction. With this assurance of security, users can easily share and modify critical documents and information.
Insurance agencies can use OnBase to efficiently manage all documents associated with a life insurance policy and claim. OnBase manages document retention to ensure proper adherence to corporate policy. The solution also provides an audit trail to demonstrate that the corporate retention policy is in place, and followed, eliminating fines and costly court judgments.
Insurers can easily show that all documents existed at a specific point in time and had not been altered since that point. At the end of the retention period, documents must be archived, and the system can be configured to ensure timely disposal of qualified records automatically or after required approval.