Document Management Solution for Insurance Industry

Major Challenges in Insurance Industry

• Difficult to find customer information on time

• Documents are poorly organized and lost more often than not

• Lack of streamlined method to manage documents, communication, events and reminders

• No log of events and conversations with customers is kept

• It’s hard to control costs and meet financial challenges

Docsvault for Insurance Document Management

Insurance document management is the solutionInsurance Document Management System is a smart way to manage records, documents, emails and more in an easy and quick way.

Docsvault is a leading provider of document management solutions and services to insurance industry. With Docsvault, you can:

Make your documents easily searchable Set reminders on documents so you can keep track of policy lapses, premium payments, renewals, etc. Manage communication and collaboration with customers effectively

Docsvault: Document Management Features

MS Office Integration

Refined search

Folder template and sorting

Prevent unauthorized export

User-group based security

Active directory integration

Windows Explorer Integration

Remote accessIntegrated scanning

OCRAudit trail

Version control

Checkin / Checkout

Version history

Drag and drop filesQuick email

Document Profiling Full text searchDocsvault PDF Printer

Direct import

Document relationsEmail notification & alerts Backup and restore

Concurrent Access with Overwrite Protection

PDF editor

Manage

• Version control • Folder template• Document relations • PDF creator & editor• Overwrite protection

Documents and users with features such as:

Improve

• Document profiling• Remote access• Quick email • Document routing • Task allocation

Customer satisfaction and employee productivity:

Save

• Integrated scanning & OCR • MS office and Windows

integration, • Super-fast search• PDF editor

Time and efforts with features like:

Docsvault: At a Glance

Breeze-through scanning Set Personal Task Reminders

Comprehensive Search Function

Top Benefits of Docsvault

Integrated scanning and OCR add-on to make your digitized paper files instantly searchable

Tags and profiling to keep your documents organized and data easily retrievable

Improved customer services as you can find what you need in seconds

Timely alerts and reminders to stay updated about all events beforehand and impress your customers

Quick email and Outlook integration for effective and smooth communication

Folder sorting and folder templates to organize your data neatly

Windows integration to make it simple and easy to use Docsvault

Docsvault Pricing and Support

Installation / TrainingEmail / Phone Support

Remote Installation

•Full installation of components•Ensure full functionality

Remote Training

•Start up (Interface)•Introduction to features•Familiarization with functions

Online support

Offline support

Remote log in

Telephone support

Help / Resources

Online demo

Knowledgebase

Help manuals

Tutorials

Docsvault Small Business Edition Pricing

3 users $525*

5+ users $150/user

Optical Character Recognition Add-on $399

Maintenance Subscription: Standard Premium

@ 15% annually @ 20% annually

Our Esteemed Legal Customers

Contact us

Get in touch!

Write to us: 501 Scarborough Dr., Suite 375, Egg Harbor Township, NJ 08234

Call us on: T 888-819-3035 / F 888-819-5965

Email us on: Sales@DocsVault.com