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Insurance

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Time is of the essence for insurance companies. Policyholders place demands on insurance companies that come down to: how fast can you process my claim, how fast can you answer my question, how fast can you quote me a new rate, and how fast can you make me happy?

Insurance teams must take enormous amounts of information—claims, reports, documents, emails, and more—and connect the dots to make the content work as one. Poladoc can deliver insurance document management applications to ease the burdens at insurance agencies.

Your company processes hundreds, if not thousands, of physical paper documents each day, including client applications, policies, endorsements, declarations, cancellations and reinstatements, claims, and financials. You need an easy-to-use, yet powerful document management system that helps you to access, manage, and share those documents with your clients, carriers, and claims processing organizations. With Poladoc, authorized customer server representatives and producers will have one- click access to the client documentation.

Insurance Organizations Rely on Poladoc to:

  • Integrate with existing business applications for one-click automated filing, search, and retrieval.
  • Reduce error and omissions (E&O) exposure.
  • Provide automated document workflow (ADW) tracking and accountability for improved internal productivity and customer service, including policy underwriting and claims processing.
  • Simplify access to documents by providing secure mobile access to information anytime, anywhere.
  • Eliminate the need for document duplication by providing authorized users with access to client support files from any location through a secure audited viewer.
  • Eliminate storage and courier costs by scanning and electronically routing client information.
  • Decrease processing time and costs and enhance customers’ experience.
  • Simplify and reduce operation expenses associated with third party audits.
  • Streamline and automate document retention and destruction processes with custom business rules.
  • Track missing files and reduce risk and exposure.

For more information about our document management services, contact us today.