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Insurance Solutions


Workflow Management

Key Features
  • Fully automated document assembly system
  • Significantly reduces costs and unclogs the paper bottleneck with electronic form storage and routing
  • Bar code compliant, making it easy to integrate with the mail processing system for mass package mailing
  • Features a form designer, form generation engine, automated archive and retrieval capabilities
  • Users can also link any outside document such as Word, Excel, and image files with relevant policies or claims in the system.
    • Outlook-like task management, diary and email support
    • Context sensitive system navigation from task list
    • Automatic task assignment - created by end of period or real-time processes
    • Integration with Microsoft Office documents - Word, Excel
    • Barcode Compliant

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          Policy Administration
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          Agency Management
          Workflow Management
    Insurance Standards Support & Affiliations


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