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.

 

With version control, keeping track of revisions on everything inside Dokmee can be extremely helpful in keeping track of all revisions made on every document inside of Dokmee without losing the original files The audit log can aid in keeping up with who has accessed or modified any file in the system. To prevent certain users from gaining access to restricted files, hide folders or make them confidential and even remove editing and deletion capabilities.

Quickly and effortlessly find files using full text Optical Character Recognition (OCR) to search for any and all content on the page. Finding a claim or client information while on the phone can be done conveniently without putting someone on hold to dig through the file cabinet.

With a phone and tablet ready mobile app for iOS, Android, and Windows devices, take photos at accident scenes or scan claim document and upload them directly to a centralized server for immediate processing while out in the field.

Dokmee is a secure, easy to use document management system designed for a variety of purposes including document capture and storage, search and retrieval, and file sharing. Dokmee adapts to any business model by maximizing accessibility and functionality in repositories of all sizes, while increasing collaboration and communication between users. With a very user friendly interface available in 19 languages, Dokmee is the smart and flexible choice.

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