Digital Transformation: Insurance

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Digital Transformation In Insurance

Route claims, estimates and refunds can be a hassle and quite time consuming. In the Insurance industry having the most up to date information on clients is essential. With Dokmee you can extract data (name, DOB, policy/claim #, etc.,) allowing you to automate your claims or business processes quickly and effortlessly.

Workflow to Automate Processes

Complete Security & Audit Log

Mobile Application Included

File Sharing & Collaboration


MS Office/Office 365 Integration

Version Control & File Retention

Digital Stamps & Signatures

Advanced Logic Based Searching

Automate & Optimize Your BPO's While Increasing Productivity

Audit Log

Electronic records are replacing paper records, and providing quick, and accurate client information.

Audit Log

With Dokmee built-in audit log all system and file activity are tracked and recorded giving you a detailed report.


The Workflow inside Dokmee speeds up the internal verification processes needed for claims, estimates and refunds giving you the ability to track file status immediately, even while the verification process is still going on.


Easily route documents to individuals or groups with predefined rules and action requirements.


With an included Web API as well as several built-in integration tools, Dokmee is ready to integrate into any Insurance, Finance, or Purchasing System.


Integrations between Dokmee and other programs, both Windows and Web based, may be done for search and retrieval, indexing, importing and viewing of files.


Securing and protecting confidential information has never been easier. With Dokmee protect confidential information with security based on roles and responsibilities of the end user.


Group and user restrictions allow files to be hidden or confidential. Removing editing or deletion rights will ensure that files remain unchanged and intact.


We implemented Dokmee several years ago in our financial services practice and have been very pleased with the product and customer service. It is difficult to find solutions for the maintenance of records and meet all compliance requirements and Dokmee has filled the role wonderfully.

Kenneth M President

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