With an Electronic Document Management System, A Paperless Insurance Office is Within Reach
A paperless insurance office may seem impossible, considering how many documents your agents receive, print, sign, and send to customers. But with an electronic document management system, going paperless could be easier than you think.
IntelliChief’s document management software allows you to save digital copies of your documents, then access them from your computer or mobile device. You’ll still be able to do everything you would normally do with a paper document – just faster and more efficiently. You’ll spend less time filing paperwork, and more time giving your customers what they need: prompt service and quality coverage.
Electronic Content Management for the Insurance Industry
IntelliChief’s document management system is perfect for claims processors, underwriters, financial planners, customer service representations, and policy administrators – essentially, anyone who manages a high volume of paperwork. And, because our software makes collaboration simple, it’s excellent for companies that need to share documents across multiple locations. You can use IntelliChief for:
Whether you’re in the property, casualty, life, health, or automobile insurance industry, we have the experience necessary to help you implement the document management strategies that makes the most sense for your business.
Saving Digital Copies of Your Documents
With IntelliChief, you can save policy statements, quotes, renewals, cancellations, reinstatements, and other supporting documents by scanning them in or capturing them electronically from a fax, an email address or website. You don’t have to deal with physical storage. And all of your documents will have a secure, electronic backup, making IntelliChief a critical part of your disaster recovery and business continuity plan.
When anyone – be it a policy holder or an underwriter in another office – sends you a document as a fax or email, you can instantly save it to your archive. Whenever you need the information, you can access it with a single click, even from within your insurance application.
In order to meet your organization’s compliance initiatives, you’ll need to keep your records confidential – and IntelliChief makes it easy. Your paperwork will all be saved in a secure central repository where your IT team can control all user privileges.
A Paperless Insurance Claims Process
Because insurance claims require so many manual reviews, it’s unlikely that the process will ever be fully driven by AI. But, IntelliChief gives you the next best thing: a reliable way to automate document processing and in turn, speed up the resolution process.
With IntelliChief, you can link together any documents that bear the same policy or claim number, including repair estimates and legal files. From there, you can instantly review these documents without having to get up from your desk and search for them. Plus, they’ll never get lost. Learn more about IntelliChief for insurance claims processing.
Automated Insurance Billing
Billing is another paper-driven process that many insurance companies struggle with. Customer service representatives will no longer have to get up and search for supporting documents in file cabinets when they field calls. They can have access to any authorized documents right from your insurance application. With IntelliChief email and fax server integration, they can even send documents to the customer while they are still on the phone.
Learn more about how IntelliChief can help you streamline the insurance billing process.
Take the First Step Toward Becoming a Paperless Insurance Office
Ready for a better approach to billing, claims processing, and policy administration? Contact IntelliChief today to learn more about our paperless insurance office solutions. We can help you put together a document management system that meets your specific needs.