Insurance agencies and companies of all sizes often struggle with real-time access to client documentation when operating many locations. Treeno Electronic Document Management (EDM) solutions can help your organization provide high-quality customer service while lowering your operation expenses by enabling authorized users to access client support materials instantly regardless of department or location.
Your company processes hundreds, if not thousands, of physical paper documents each day, including client applications, policies, endorsements, declarations, cancellations and reinstatements, claims, and financials. You need an easy-to-use, yet powerful document management system that helps you to access, manage, and share those documents with your clients, carriers, and claims processing organizations. With Treeno EDM, authorized customer server representatives and producers will have one- click access to the client documentation.
Insurance Organizations Rely on Treeno EDM to:
Treeno EDM seamlessly integrates with your current agency, client, and policy management systems for one-click filing and retrieval of documents. This allows you to decrease claims processing time and costs while enhancing your customers’ experience. The Treeno Document Management system seamlessly integrates with several insurance business applications, including AMS Sagitta, AMS 360, AMS AFW, Special Agent, Applied TAM, and Applied Epic. With just a single click, users can retrieve filed document as well as automatically file, name, and link documents to client transactions within your insurance application.
The Treeno EMD system seamlessly integrates with patient information and finance applications such as Profiler. With just a single click, you can retrieve filed documents and automatically file, name and link documents to patient transactions within your patient and finance application.
Agencies of all sizes manage hundreds of pages of support documentation association with life, disability, accidental, and medical insurance policies and claims. Treeno helps manage applications, policies, reinsurance, enrollments, claims, and client correspondence. Treeno EDM solutions provide a secure place to centrally store the client information so that authorized personnel can view the same files at the same time without having to make copies.
Insurance organizations are challenged by managing the information, people, and procedures specific to policy underwriting and claims processing. Leveraging Treeno’s document workflow automation, you can notify, track, and report on your processes. With Treeno workflow business intelligence, organizations can maximize resources by identifying bottlenecks and level loading resources.
Treeno document workflow automation and inbox reporting tools allow you to identify unprocessed work. Management can easily identify bottlenecks, level load work, and streamline processes with Treeno’s document workflow.
Most businesses face the challenge of managing all the documents that arrive via email or electronic fax. This information often needs to be printed and stored in client files so that it can be accessed by all parties, including customer service representatives and producers. Treeno provides simple drag-and-drop functionality that links a Microsoft® Outlook® email to a client, policy, or claim record and automatically inputs the To, From, Subject, and Date information from the message. And with Treeno’s powerful filter and search capability, you can easily find the linked email.
The Treeno EDM solution seamlessly integrates with your client and vendor portals to allow users with appropriate permissions to access their documents in an authenticated and secure environment. Treeno also provides a publishing portal to allow selected documents to be securely viewed by an external party. Access to the Treeno publishing portal is audited and tracked via the Treeno audit table.
Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically”, or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge”. Mitigate your risk by establishing your retention policy and automating the process.
Treeno’s EDM insurance solutions help you stay in compliance with SEC, Sarbanes, and HIPAA regulations by providing secure, audited, and unalterable access to financial and medical records that must remain secure for years. Every state government mandates that all insurance transaction records be maintained for up to seven years, while archives need to be kept for offers of additional coverage for long periods to guard against E&O liability. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And, integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail, and other paper means are now stored in the Treeno repository. With Treeno EDM, documents of all types can be backed up in a secure fashion and are protected from theft, accidental loss, and destruction.
Learn more about how Treeno can help your insurance agency or company. Contact us today!