Insurance IndustryIn the competitive world of the insurance industry, customer service and client satisfaction are what define the success of an insurance agency. Document management and professionalism are key components that will help any insurance agency prevail and gain the most business opportunities. Managing documents such as applications, insurance policies, claims, photographs, and reports can be a challenge, especially when dealing with a lot of customers. Finding a workflow which will streamline business performance and be customizable on demand may also be challenging.

FabSoft offers a wide variety of solutions that provide automatic delivery of insurance documents to customers or clients via fax and email. They also can intelligently store fully indexed documents to an insurance digital archive system without extensive data entry or manual routing. Entire document workflows can be automated all throughout your agency. 


Insurance Industry Solutions

Reform 14 Base Server Solution  Reform PDC Base Server - Insurance Form Enhancement / Automatic Distribution

Reform PDC is FabSoft's core product that will streamline the insurance industry's business workflow through automating document management, insurance form enhancement, and insurance document distribution. It will also capture print stream data from any operating system, application, or device to enhance its visual features and intelligently distribute it to a printer, fax system, an email, or archive system. With the built-in WYSIWYG designer, Reform PDC allows any user to recreate the following documents for a new professional look:

  • Financial Forms
  • Invoices
  • Transactional Documents
  • Insurance Policies
  • Insurance Claims

Modular Object Scanning Technology(MOST) Solution Modular Object Scanning Technology (MOST) - Document Routing / Scanning From MFP

Modular Object Scanning Technology (MOST) allows insurance professionals to scan and distribute insurance policies and forms directly from an MFP. This solution presents a wide variety of document distribution features that can be used at the MFP screen on-demand. For example, when an insurance company receives a signed application that needs to be printed to another department, emailed to an agent from another branch location, faxed to a client, and archived to the company's digital archive system, MOST can complete all these actions right from the MFP screen. Insurance documents can be printed to any printer on the network with full control over all finishing options. MOST also allows full customization to the MFP screen by creating collection tabs and assigning user groups with the built-in MOST Designer. With heavy implementation and full customization support, the insurance industry can leverage the features of MOST and input important information to automatically populate important documents. These documents can include:

  • Fax Numbers
  • Email Addresses
  • Subjects / Notes
  • Directories
  • Indexes
  • Document Types
  • Document Descriptions

Print To ME Solution Print To Me - On-Demand Printing From Any Location

Print To Me allows insurance professionals to print insurance documents from any local or remote PC. The documents can be retrieved from any network connected MFP at any time. The implementation of Print To Me will increase insurance document security, eliminate redundant print jobs, and allows a smart release of pending print jobs.


Reform Tracker Solution Tracker - Track Printing / User Output Printing For Efficient Cost Accounting

Tracker allows insurance companies to take full control of their print / copy related expenses. This is done with advanced monitoring features which enable the ability to see how many color or black / white copies were made or insurance documents were printed. Application Usage Reports can also be generated with over a hundred view types available showing more accurate data to provide efficient cost accounting methods. Based on the Application Usage Reports, insurance companies can charge for print jobs or copies made for clients if an employee went over the print limit per month. Tracker provides total management over the cost and environmental impact of printing / copying.


Form Filler Solution Desktop Filler - Automatically Access And Fill-In Documents Or Forms From An MFP

Desktop Filler replaces pre-printed insurance forms with electronic versions and allows insurance professionals to access, fill in, and process them from the MFP. Avoid wasting a tremendous amount of time and money on storing and managing pre-printed forms. With Desktop Filler, insurance companies can select the form needed from an entire library of forms for their clients or customers. This ensures that the most up-to-date insurance forms are being used throughout the organization. Form fields can also be entered from the MFP screen which provide more accuracy and legible information. Once completed and scanned, the insurance forms can be distributed to any device, printer, fax, email, or archive system.


Tag Doc Solution Tag Doc - Barcode Tag Signed Documents Or Forms For Scan Routing And Archiving

Tag Doc automates the archival of documents with the use of barcode tagging and scanning technology of an MFP or scanner. For example, client forms and other documentation may need to be distributed to a client or throughout an insurance agency in order to collect handwritten notes and signatures. To ensure that these insurance documents are filed with the correct client information, Tag Doc assigns the documents with a barcode. When the barcode is scanned, all the information concerning each document such as the client's name, insurance policy number, and agent's name will be automatically associated with the correct paperwork. When the insurance document is scanned after being signed, Tag Doc will intelligently archive the document with the rest of the paperwork related to the client. If needed in the future, the insurance document can be referenced in the archive system through the use of keyword search based on the information relating to the insurance document.  Tag Doc is a must-have for the Insurance companies looking for electronic document management solutions.


Document Authority Control (DAC) Solution Document Authority Control (DAC) - Approve Or Deny Documents In Authority Stages

Document Authority Control (DAC) improves document workflow with enhanced routing capabilities based on specific departments approving or denying an insurance document or form. There are cases in which an agent may make a change to a report that needs to be reviewed by an associate in the office, supervisor, or district manager. They can make comments based on changes that need to be made in order for the report to be completed and processed from the DAC web interface. DAC also allows users to set outbound delivery rules to determine where and to whom the report will be sent.

 

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Contact FabSoft to learn how our workflow solutions can fit your business needs.

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