Advanced features that digitally preserve
Online access to all relevant documents
Envision having the capability to access all necessary documents, reports, and correspondence without leaving your desk. Imagine customer service representatives being able to respond to any inquiry, confirm details, and send any document without stepping into the file room. Picture utilizing your everyday legacy and business applications, with the ability to click a button to obtain all relevant documents, reports, information, and correspondence.
USSI's DocumentsPlus brings this vision to reality and is unmatched in the insurance industry. Retrieving documents, as well as adding user-defined notes, highlights, and other annotations, is just a mouse click away.
Feature highlights
One touch access to retrieve all relevant documents and correspondence
Advanced annotations and markups allowing true collaboration
Scan or attach workflow documents directly to application data
Seamlessly drag-and-drop documents, files, emails, and other media
Provide internet portal access to specific document types
Native solution eliminates the need for additional desktop software
Greatly enhance response times and quality of customer service
Significant cost savings versus traditional filing and retrieval methods
Built for workflow optimization
Automatic document capture, filing, retrieval, and management is just the beginning. By leveraging our document workflow management features, users can establish workflow paths and routes, set decision points, and initiate automatic indexing upon completion of processing.
Furthermore, supervisors can oversee documents and workflow paths for each defined department to ensure improved performance, increased productivity, and efficient time management.
Documents where and when you need
Instantly retrieve all documents
Within moments of requesting a document or a set of documents, our advanced document viewing window is presented to the user. Our document viewing interface enables users to effortlessly navigate through documents, view simplex and duplex media, add annotations, forward documents via email, view and update journal entries, and so much more.
Most importantly, documents and all other attached media is accessible without needing a secondary "document imaging" application. To access documents, users simply click the documents button and choose specific documents to retrieve and work on. Additionally, multiple users are able to simultaneously view and collaborate on the same documents, files, and electronic folders.
Application level integration
USSI has made a significant investment incorporating its comprehensive document management solutions at the application level, ensuring both consistency and user-friendliness. While utilizing our complete suite of InsurancePlus Insurance Administration Systems, users will discover that documents are accessible on customer service screens, policyholder information screens, accounting and billing screens, and others.
Once a user has requested to retrieve documents, they are provided with a list that includes document description, types, scanned dates, and number of pages for each document. Users now have the option to review an individual document, a collection of documents, or the entire electronic folder.
Designed to digitally store and manage all documents and correspondence
Paperless office
No more searching for files, documents, reports, or correspondence. Our tightly integrated document workflow solution handles it all automatically.
Automatic filing
System generated documents and reports are automatically drop-filed into the appropriate electronic folders for immediate access.
One-click viewing
Electronically filed documents and correspondence can be retrieved and viewed by simply clicking on the document name, sorted by type and date filed.
Electronic inbasket
Documents can be dropped into a user's electronic inbasket for further processing, or routed through user-defined workflow actions and automations.
Freeform annotations
Drag-and-drop sticky notes, highlight text, create a watermark, or redact sensitive information with user security defined annotation editing capabilities.
Portal access
User-defined configurations determine whether certain document types will be available securely online to authorized self-service portal users.Would you like additional information?
Here at USSI, we believe that the only way to make an intelligent decision about the types of insurance software solutions that you invest in, is to be well informed.
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