Document Imaging, Scanning & Indexing


Store:

  • access all documents - 2 clicks from the policy (letters, faxes, emails, SMS, voice files)
  • keep all out going communications - automatically stored on the policy, client or agent file
  • scan, index, retrieve documents
Service:
  • answer more questions while the client is on the phone
  • handle more telephone calls per day - you have everything in one place
  • attach documents to the policy, client or agent - as easy as attaching to an e-mail
  • use recordings, e.g. for voice recognition or verbal instructions
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