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Phoenix Document Management Software

  • Ever wondered what makes some insurance companies so successful?
  • Year after year; regardless of market conditions, decreased spending, and even natural disasters; they still seem to post profits.
  • So what’s their secret?
    • Phoenix document management software!

Phoenix Document Management Software

  • It’s clear that competing in a tight economy requires insurance companies to get tough; but can you do it while still maintaining efficiency and compliance, while still making a difference to your customers and employees?
  • Conditions like these demand that you think about your business differently.
  • A trusted resource in the industry, hundreds of insurance companies have called on Phoenix document management software to help them achieve long-term success.

New business: gateway to success

  • The success of your company depends on you and your team. You determine the company’s growth and competitive advantage.
  • The faster you issue policies and process renewals, the happier you keep your producers. This will determine whether you win or lose market share.
  • Phoenix document management software can help you win. Hundreds of insurance companies use this software to help bring more business in the door, underwrite it faster and attract the best agents.

New business: gateway to success

  • By ensuring consistent, reliable, and secure document management; Phoenix document management software can be the difference between business as usual and achieving your growth potential.
  • Phoenix document management allows insurance companies to:
    • Automatically assign and route applications to increase revenue opportunities
    • Increase policy production without increasing headcount
    • Provide agent force visibility to the most consistent, accurate, up-to-date data from anywhere

Make Your Customer Service Worth It

  • You only get one shot to make a difference to your customers.
  • They don’t call or e-mail or fax to say hello or see how your day is going. Most often, they’re reaching out because of a major life event—a birth, a death, an accident, a tragedy—and they need you.
  • Customer service is critical to insurance companies—done well, it makes a huge difference
    • It’s not just about picking up their call by the second ring.
    • It’s about answering their questions immediately and accurately.

Make Your Customer Service Worth It

  • That’s where Phoenix document management software comes in.
  • Customer service is the key differentiator in a shifting market. Would your customers be reassured if they saw what happens behind the scenes? During the worst of times, customers come to you with great demands and high expectations.
  • Phoenix document management software guarantees you won’t let them down by allowing you to:
    • Automate touch points to increase meaningful customer communication
    • Respond to customer inquiries faster and Ensure consistent, timely customer communication
    • Enable single-call resolution and self-service
    • Identify your best representatives with process transparency

Operations: The Hidden Keystone

  • The operations teams—from accounting and finance to human resources and agency communications—might not be the first to come to mind when you think of an insurance company, but that shouldn’t discredit their importance.
    • These teams are the backbone of every insurance organization.
  • Often found drowning in paper, operations employees are bogged down by repetitive, mundane tasks that could be automated to save money and time.
  • Phoenix document management software allows operations teams to work on the projects they were hired to do instead of spending all their time managing paper.

Operations: The Hidden Keystone

  • In addition to resolving document management issues, Phoenix document management software increases employee productivity and morale, giving them the time and motivation to make a difference for you.
  • Phoenix document management software allows you to:
    • Automate agency communications in real time, including commission statements and policy changes
    • Simplify order processing and three-way matching
    • Never recreate a document again—integrate with virtually any ERP and HR system, including SAP, Lawson, and PeopleSoft
    • Shorten the hiring cycle to find and hire the best people

About the Author

  • Ron Thompson, Jr. is the owner and CEO of OSAM Document Solutions, Inc. OSAM provides dynamic, customized document management solutions. For more information about Phoenix record management software, visit