Document Management for Insurance

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Industry – Insurance
Are your employees constantly looking for files?  Are you spending a fortune on storage and locating document?  Are you concerned about keeping up with compliance regulations and in need of a solution that automatically ensures you are staying current?  What about disaster recovery if something happens to those files?  Do you have a plan in place?  On top of these concerns and challenges, wouldn’t it be great to find a solution that automates your workflow, archives your email, and simply enhances overall productivity and customer satisfaction?

The Archive Studio Content Management Software Suite is well suited for managing client accounts, claim files, billing records, employee records, correspondence, applications, Insurance policies and regulatory files, and is available as a server-based solution or a secure service in the Cloud.  Archive Studio also helps insurance organizations minimize potential risk and loss associated with litigation and compliance regulations such as HIPAA, the Patriot Act, Graham-Leach-Bliley, and SEC 17a-3 and 17a-4  - requirements and controls over the access, storage, and retention of confidential documents and information.

With Archive Studio, documents are promptly available, presented by key values such as number, name, document type, transaction date or other custom fields, and information can also be identified and retrieved using full text content. With Archive Studio, manage the security and retrieval of various file formats, such as MS-Office and PDF files, plus email.
Archive Studio can automatically create & manage custom designed folder structures per your specifications that complement your familiar paper filing method, utilizing the local file storage on your network or remote file server with secure access to the Internet.

With Archive Studio, capture and index both paper and electronic files easily without causing a disruption to your daily workflow.
DocuLex ensures the confidence required to retrieve the desired information, when and where it’s needed. All DocuLex software products are easy to use for the document-imaging beginner, while flexible for the experienced user. DocuLex programs are of a Windows or browser based, open-system format.
DocuLex document imaging software supports most major brand production scanners and multifunctional copiers/printers with scanning capability.

We recommend the following “Archive Studio” selection of Document Management products.

WebSearch – DOCUMENT MANAGEMENT, WORKFLOW, RETRIEVAL AND RECORDS RETENTION
WebSearch manages security and retrieval of indexed and stored electronic files housed locally on a network or remote file server with secure access to the internet. The electronic files may be easily located by searching document-specific descriptions or a combination of full text key words contained in the document. Proximity searching is also available using visual file cabinet and folder structure methods. WebSearch is the electronic document management component accompanying the document imaging and content indexing programs, Goby Capture, Office and Professional Capture.

Goby Capture – DISTRIBUTED and ELECTRONIC FILES
Designed to utilize with digital copiers, network scanners and Microsoft Office. Goby provides walk-up convenience for scanning, indexing, archiving and sharing valuable documents. In addition, Goby offers the integrated capture and indexing capability for MS-Office files such as MS-Word, Excel and Outlook.

WebSearch Browser Based Capture – LOW DEMAND
Designed for use with desktop scanners, WebSearch Capture is a convenient low-volume browser-based document scanning feature built in to WebSearch. It is available for users that desire a simple solution to quickly scan and index documents, making them archived and available on your network or in the Cloud for storage and retrieval. WebSearch Capture is on-demand scanning when needed and requires no desktop installation, only a browser. WebSearch Capture integrates electronic capture of paper files, plus content indexing, which produces searchable electronic files.

Professional Capture – HIGH DEMAND
Designed for use with dedicated scanners or digital copiers, Professional Capture solves the desire to convert large volumes of paper to searchable electronic files. It is a productive software product that fulfills the demands of multiple, complex, imaging projects. Professional offers a wide variety of image processing and indexing capabilities which will streamline and reduce the cost of your conversion projects. DocuLex maximizes technology in order to minimize the labor component associated with document imaging, indexing and printing.