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Insurance Document Automation Solution

Insurance document automation solutions for organizations worldwide—including life insurance, property and casualty, and reinsurance.

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  • Zia Insurance Automation Demo

Business Challenges:

Insurance companies are faced with the competing requirements of improving profitability while delivering world-class customer service. They are trying to manage growing amounts of information from a wide range of sources—both traditional and social. Finally, they are forced to comply with an ever-increasing number of regulations, while providing critical information to the business.

Solution Benefits:

By decreasing processing time and reducing error rates, customer satisfaction is dramatically improved. This solution integrates with your existing tools and core insurance systems to ensure both increased productivity and enhanced governance.

This insurance document automation solution provides:

  • Best-in-Class Operational Efficiency in Document Processing
  • Improved Customer Retention Through Enhanced Customer Service
  • Consistent Compliance and Enterprise Cyber Security
  • Business Insights that Create Action

Use Case: Life Insurance Applications

One of the most complex, document-intensive processes is new life insurance applications. With a wide range of different forms required as part of the application, many of which vary by region or state, the amount of documents created from a single application is enormous and continues to grow. At the same time, the sources, formats, and types of those documents can vary widely.

Zia partners with a leading life insurance provider for a solution that manages documents:

  • From Any Source – Applicant, Agent, or Doctor/Lab
  • In Any Form – Paper, Email, Web/Portal Upload, and Mobile Capture
  • Of Any Type – Forms, Lab Results/Medical Documents, Salary Information, and More
  • Delivered to a Content Hub
  • Documents are Automatically Classified and Data is Extracted
  • Integrates with Your Core Systems
  • Delivers Actionable Analytics – Integrated with BI/Reporting and Compliance Systems

Meet the Partner

Zia Consulting

North America

Solution Downloads

About the Solution

Licensing Model:Licensed by Zia
Alfresco Content Services:5.1, 5.0, 4.2
System / Additional Requirements:
Alfresco Enterprise
Snowbound - Optional
Version History:N/A
Support:Supported by Solution Provider

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Case Studies

Baldwin & Lyons Migrates Millions of Documents into Alfresco

Baldwin & Lyons specializes in marketing and underwriting insurance for the transportation industry. Through its many...