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INSURANCE SOLUTIONS

INSURANCE SOLUTIONS. The Concerns of Insurance Organizations:. Professionalism Timeliness Quality of Customer Service Immediate access to important information Maintaining the competitive advantage Compliance and security. How Reform Can Help. Effortless form management

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INSURANCE SOLUTIONS

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  1. INSURANCE SOLUTIONS

  2. The Concerns of Insurance Organizations: • Professionalism • Timeliness • Quality of Customer Service • Immediate access to important information • Maintaining the competitive advantage • Compliance and security (C) 2013 FabSoft

  3. How Reform Can Help • Effortless form management • Easy management of documents requiring notes or signatures • Transparent document approval processes • Simple electronic distribution of hard copy documents • On demand form filling, printing and archiving • Hands off postal sorting and address validation for mail delivery • Easy management of photographs for insurance claims (C) 2013 FabSoft

  4. Effortless Form Management Reform • Intelligently print and distribute insurance documents and marketing materials. • Forms are automatically delivered to the needed recipients • Forms are generated on-demand • Eliminates the need to bulk purchase and store multipart forms (C) 2013 FabSoft

  5. Before After Form Management Solution PRINT Form Management Solution Workflow • A document is printed from the user’s host application. • A copy of the document is automatically sent to the client, the legal dept, and the electronic archive system. E-MAIL FAX ARCHIVE PRINT (C) 2013 FabSoft

  6. Easy Management of Documents Requiring Notes or Signatures TagDoc • Tag Doc tags forms requiring notes or signatures with a barcode. • Barcode is associated with information on the document – client name, policy number, agent etc. • Upon scanning, the barcode is recognized and the document is archived or routed for further processing. (C) 2013 FabSoft

  7. Tag Doc Solution SCAN Tag Doc Solution Workflow • Print form with Tag Doc barcode • Client signs form • Form is scanned and archived and indexed with other related files. Archive System Tag Doc Barcode Customer Signature John Smith (C) 2013 FabSoft

  8. On-Demand Form Filling, Printing & Archiving Desktop Filler • Access and process forms from the MFP screen with Form Filler. • Print generic insurance forms or marketing materials, on-demand. • Merge client data onto any form for accuracy and legibility. • Completed forms are distributed to printers, fax, email, and archive systems (C) 2013 FabSoft

  9. Desktop Filler Solution Desktop Filler Solution Workflow • Walk up to MFP screen. • Select form and lookup client information. • Select Print. • Client signs and returns form. • Completed Form is scanned and automatically archived and distributed. PRINT SCAN E-MAIL FAX ARCHIVE (C) 2013 FabSoft

  10. Seamless Integration with Information Management Systems Modular Object Scanning Technology (MOST) • Seamlessly integrate paper based and electronic workflows with MOST. • Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information. • Insurance paperwork can be scanned and delivered to the appropriate destinations. (C) 2013 FabSoft

  11. MOST Solution SCAN MOST Scanning SolutionWorkflow • Paper is loaded into document feeder • User selects function (Email, fax, archive, form filler, print, etc.) • User enters information • Select Process – jobs are processed and sent E-MAIL FAX ARCHIVE (C) 2013 FabSoft

  12. Transparent Document Approval Processes Document Authority Control (DAC) • Signed contracts and other important property documents may need to be reviewed by various individuals • Document Authority Control (DAC) automates document approval processes • Documents can be viewed, approved, or revised, and then automatically sent to the next recipient (C) 2013 FabSoft

  13. DAC Solution DAC Document Approval Workflow • DAC notifies user of awaiting document • User views and approves document from the DAC web interface • Document continues to the next approver • Fully approved documents is distributed E-MAIL FAX ARCHIVE (C) 2013 FabSoft 13

  14. Easy Image Management Snap Doc • Digital photographs are used to provide a visual record of available properties. • Snap Doc associates pictures taken with a digital camera, with the insurance claim information • Pictures are automatically archived and delivered to the printers, fax, and email systems. (C) 2013 FabSoft

  15. Reform – Snap Doc Solution Snap Doc Image Management Solution Workflow • Print Snap Doc Worksheet • Scan Barcode and Take Picture • Write notes on worksheet • Upload pictures & Scan Worksheet • Pictures are distributed Take picture, Write notes Upload Pictures Scan Worksheet ..... E-MAIL FAX ARCHIVE (C) 2013 FabSoft

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