Reduce Your Paper Load, Drive-Up Business Efficiency, and Become Greener
Document Management Suite provides for intelligent workflows that reduce effort, speed work, and provide reliable and
repeatable processes. It delivers a seamless environment for document management between your scanning device and
Nexsure, over the cloud. You can scan, create work queues, process, manipulate, store, and distribute documents with
ease. You can also automate processes for additional leverage. All this, makes your agency far more productive and
Increase Agency Productivity
Establish Repeatable and Reliable Workflows
Automate High Volume Repetitive Tasks
Speed Document Workflows
Improve Response Time to Clients
Process and Store Documents Securely
Add to Business Continuity
Reduce Filing Errors and Lost Documents
Reduce Paperwork and Work Steps
If not now, the time will come soon to transition your agency away from the tiresome and slow physical document processes that are
prone to errors, mistakes, lost documents, and misunderstood procedures. And, position your agency for the full transformation to
e-documents in the coming years.
The Right Combination of Functionality and Ease of Use, at the Right Price
Setup scanner inboxes for individuals or create work queues for tasks like endorsements, certificates, bills, checks, etc. Control
who has access to what, insuring the privacy of sensitive materials, and accountability for work. One click from documents launches
smart editing tools for extraction, appending, annotation, or new document creation. You may for example, scan a carrier statement,
convert it to PDF and add annotations and highlights, and save it to the carrier file.
Scan-In Documents From Virtually Any Scanner
Create Inboxes for Employees or Groups of Employees
Setup Work Queues, Workflows, and Automated Processes
Assign Security to Inboxes to Guard Sensitive Documents
Save Documents According to Your Naming Conventions
Quickly Drag and Drop Documents to Insured Records
Immediately Search and Retrieve Documents
Create Basic Document Workflows and Routings
Assign Document Security Rights for Internal and External Access Control
For higher volume document work, setup automated processes that will speed through the tasks. For example, given a naming convention,
documents may be automatically downloaded from a carriers file box, indexed, matched to a client, and then attached - all hands-off.
Step-Up Performance and Position Your Agency for the Future
Drive-up Business Efficiency Electronic retrieval, storage, and processing of documents is fast, reliable,
secure and takes far less work. Add in work queues, workflows, and automation, and watch your productivity skyrocket.
Get a Leg-up on Your Competition As paper continues to move to electronic forms, youll have workflows and procedures
in place, giving you an edge on the competition.
Reduce Paper Load and Become Greener Youll benefit not only your agency, but the environment too, and going green is
good for the community you serve.
Be More Responsive to Your Customers Without a doubt, youll be able to locate, process, and share documents with your
customers and prospects more quickly.