Life Insurance
Speed up response time to insurance claims.
While ensuring compliance and mitigating privacy risk by centralizing your document library of policy content across all touch points into a unified repository.
Enabling Digital Transformation
Policy Management
Centralize your library of policy content across all touch points into a unified repository. Upload data and enjoy faster file search with Documentum’s intuitive folder structure and intelligent document tagging. Easily locate and update policy documents, such as medical records, proposal forms, first premium receipts, and more.
KYC Documents
Consolidate varying KYC content, such as Passports, Birth Certificates, Utility Bills, and more within a centralized repository. Easily locate relevant content via quick keyword search, verify customer profile, identity, and address, and ultimately eliminate redundant KYC submission processes.
Billing
Improve billing accessibility without navigating different portals. Consolidate and organize varying document classes, such as Statements of Accounts, Receipts, Collection Letters, Post-dated Checks, and more – all while enjoying enhanced security through customizable permissions that limit folder access to selected individuals or groups.
Claims Administration
Speed up response time to insurance claims by accurately monitoring compliance effort. Reconcile growing customer demands with tightening regulations through a single source of truth. Keep medical certificates, death claims, and more into a centralized repository and easily review and approve claims that passed compliance.
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