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Insurance Solutions

In medical, dental, auto, home, or life, insurance companies manage large volumes of the following incoming documents:

  • Applications
  • Claims and correspondence
  • Policies and contracts
  • Accident reports and police files
  • Vendor invoices and correspondence
  • Purchase orders and acknowledgements
  • HR records
  • Expense requests

The lack of a document capture, workflow automation, or ECM platform can mean the difference between lagging behind and a competitive advantage.

Document Capture

Insurance scanning and document capture services from CASO help you capture the flood of incoming applications, claims, and other insurance business documents. We can scan them on-site with our in-sourcing document scanning service or off-site document scanning at one of our New York or Texas service bureaus. This is ideal for any backfile of documents found in filing cabinets, bankers boxes, storage rooms, and vaults.

We also can serve as your PO box or virtual mailroom for claims processing with full OCR capabilities as well as invoice processing with line-item extraction and accounting/ERP integration capabilities.

We can also set you up with an in-house system with cutting-edge document capture software and document scanner hardware.

Workflow Automation

For any insurance-specific or business process, we can automate the processing, routing and approval of any document type electronically with workflow automation software. This can cut your labor costs by 60-90% and give your management team unprecedented visibility into every process and every employee’s contribution to it.

Document Management

Whether in software or the cloud, CASO will ensure that all of your electronic documents are securely archived, compliant with HIPAA and instantly available when you need them with the best-fit document management application. This will free an incredible amount of time for your stuff, especially for customer service agents that need to answer questions on the first call.

The Result

By combining document scanning, workflow automation and document management services and solutions, we can help you cut costs, take advantage of early payment discounts, enhance customer service, be compliant, and gain a competitive advantage in your industry.