DMS for Insurance BrokersYour next stop for Document Management Solution.
Insurance brokers have to be ready at a quick notice for all type of queries and questions comes their client’s side. They must be up to date on their clients’ policies, claims, financials status or any other type of information to be successful. Docusaver help insurance brokerage firms to create and manage the centrally located repository information bank related to life insurance and annuities, casualty (liability) insurance, health and accident insurance in the form of document management, allowing you to enhance operational performance, improvise customer experience and reduce business operational expenses.
Unique benefits of deploying Docusaver in your brokerage firm:
- Rapid implementation means rapid return on investment.
- Promptly link documents and images to old data records.
- Uncomplicated and simple way to search and find electronic documents on Docusaver using metadata-based tools and Google-like search.
- Step-up project team productivity – categorize related documents by jobs, project, location and phases etc.
- It is easy to undo and retrieve your important document files that have been delete accidentally.
- Reduce the cost on paper handling and postage.
- No add on hardware, third party software or any other IT resources required.
- Access to Docusaver Technical Support on 24x7 bases.