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Information Management: Insurance Policy Management
SGAIM offers tailor-made solutions for business process management in the Insurance Industry.
Insurance companies must have a strict control of policies for administrating cover, expiry, payment status, etc. The business activities of these companies depend directly on the initial information supplied by the client.
The centralisation of this information and its processing in digital form will facilitate its management and its exchange with other relevant agents.
The Document Management Service offered by SGAIM begins with the collection of all relevant information and its conversion to a standardised format, which is achieved through the Incoming Information Management platform. This eliminates the need for the insurance company to handle physical documents, therefore avoiding a substantial amount of time being wasted on unskilled tasks, and avoiding the risk of information bing lost.
The visibility of the policy from its initial conception is simple through an intelligent e-print system whereby an electronic document is generated, based on the client information, which integrates the specific conditions of the policy and all of the information contained within. This electronic document is created with bar codes to enable its subsequent recall when it is returned with the signature of the insured party.
At SGAIM our technological platform includes the Business Process Management tool, which automates the process of document management and the sending of alerts to interested parties about the expiry of the policy and about cover in the case of a claim. This avoids situations of fraud and non-payment.
At SGAIM our Insurance Portal facilitates the centralisation of all the information relating to claims as well as the creation of tailored reports, depending on the individual needs of the insurance company, through the Business Intelligence platform.
The Document Management Service offered by SGAIM entails the following benefits for our clients:
- Elimination of the time required for the handling of physical documents and reduction in losses of information.
- Automation of alerts about expiry and cover.
- Creation of reports to enable quick decision making.
- Automated creation of all documents from the client information, with the conditions of the policy visible for all parties concerned.
- Management of surveys on remissions of policies in order to detect opportunities for future sales (the insured party and their relatives).
- Control of fraud.
- Monitoring of the situation of the policy from the initial request until the final signed document is received, through any extensions, modifications, supplements and cancellations.
- Document Management of corrections to the insured party’s information.
