As the insurance market shifts further and further away from paper documentation toward methods that utilize electronic data exclusively, it is vital to have a cutting edge system that is designed with both of these methods in place. EbixDM, the premier document management system for insurance agents and providers, is that system. This critical transition in data sources is central to EbixDM's design.
With EbixDM, agencies can drastically reduce paper loads as they archive emails and manage electronic content in the most efficient way for their workflows. Features such as email capture allow agents to efficiently organize and archive incoming and outgoing emails through its seamless integration with popular email applications.
On average, EbixDM users see a 20% boost in their document management efficiency.
Ebix's robust document management solution empowers agencies to effortless share and retrieve files via EbixDM's quick scan solution. This key function enables smarter document and invoice scanning allowing you greater control over your document and data sharing. Similarly, EbixDM's quick search feature decreases wait times and increases overall efficiency through secure document search and retrieval methods. By searching key points such as specific contacts, policies, claims, activities, descriptions, or through intuitive keyword searches, EbixDM can find the data agents need with less manual processing time.
EbixDM's built-in security features ensure sensitive data and documents only get seen by the appropriate team members. This is designed in such a way that workflow processes are not sacrificed for security and vice versa. Those in supervisory roles can decide what data within their team's workflow is restricted and at what security level. Along with these security features, EbixDM also complies with all standards for digital archiving and document storage.
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