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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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