Insurance
Insurance runs on paper-heavy files — proposals, underwriting, policy administration and claims records — that have to be retrieved long after they are created.
Insurance is paper-intensive at every stage: proposals and applications, underwriting files, policy administration and change forms, claims and settlement records — each reviewed, retrieved and retained. Mathenson digitises those files and manages them as indexed records, so a policy or claim file is found by reference rather than searched for, and can be reached from more than one office. Engagements cover the conversion of paper already sitting in storage as well as ongoing capture.
Records and information challenges in this sector
- Digitisation of proposal, underwriting, policy-administration and claims files
- Indexing by policy, claim or customer reference for direct retrieval
- Policy documentation held together in one indexed, access-controlled store
- Access from multiple offices, deployed in the cloud or on-premise
- Conversion of paper already held in storage
