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Insurance Solutions

Whether it is auto, medical, property or life, the insurance industry is inundated with large volumes of paper and digital documents. These include:

• Claims
• Patient records
• Policy info
• Tax Info
• Forms
• Commissions
• Payments
• Certificates
• Vendor invoices and correspondence

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

Document Capture

CASO helps you capture this flood of incoming documents. Our insurance scanning service can be implemented on-site with our in-sourcing document scanning service or we can provide off-site insurance scanning services at one of our New York or Texas facilities – this is ideal for any backfile of documents found in filing cabinets, bankers boxes, storage rooms, vaults, chicken coops, or barns.

We also can serve as your PO box or virtual mailroom for 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 business process imaginable, 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 and instantly available when you need them with the best-fit document management application. This will free an incredible amount of time for your core business objectives, 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.

ECM Toolbox AP Workflow

The CASO team has been exceptional. They completed the work faster and cheaper than we could have, and have always accommodated our needs. It is a pleasure working with them.

Richard Ajimati – SUNY Downstate Medical Center

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you’re looking for? Check out our Resource Center for additional information.

Article: NYSID’s Economic Impact on New York Download

Data Sheet: Document ScanningDownload

Data Sheet: On-Site ScanningDownload

Case Study: SUNY Downstate Medical CenterDownload

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CASO Document Management