Document Imaging, Scanning & Indexing

• 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

• 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