Insurance

With so many clients and claims to keep track of, getting organized at an insurance company may seem like a daunting task. Luckily, document management software can aid you with organization, indexing, search and retrieval, and so much more. By doing so, keeping up with the latest appraisals and contracts will become effortless and make your company more efficient.

Folder structures are easily organized with automated folder creation and document filing into claim or client files. Indexing each document by claim number, insured name, address, status, date, and much more with preset zone recognition to extract all this information can make search and retrieval so much smoother.

Getting route claims, estimates, and refunds approved can sometimes be a hassle, but with Dokmee’s Workflow feature, automated rules and routing can push the correct documents through the system easily and get them approved more efficiently with email notifications. You also have the ability to add comments to documents and put customized stamps with correlating claim numbers and other important notes to keep up to date with the latest information. Attaching claims, estimates, damage reports, police and other official documents together into one file keep them from getting lost or separated, and make searching for these files a breeze.