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InsurCore

Intelligent Document Processing & Management

Solution Overview: 
Document management consumes 15-25 hours weekly in the average agency, involving manual download, sorting, filing, and distribution. Our intelligent robotic procession automation (RPA) solution for document processing automates these workflows while maintaining proper organization and compliance.

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Automation Features:

Intelligent Document Extraction from Multiple Sources

  • Carrier website automatic downloads
  • Email attachment processing
  • Fax and scan integration
  • Third-party system imports

    • Automated Format Conversion and Optimization

  • PDF standardization and compression
  • Image quality enhancement
  • OCR text extraction
  • Format compatibility conversion

    • Smart Categorization and Filing Systems

  • AI-powered document type identification
  • Automatic client and policy association
  • Compliance category assignment
  • Version control management

    • Business Impact:

    Business Impact

  • Time Savings: 40-60% reduction in document handling time
  • Accuracy: Automated filing eliminates misfiled documents
  • Compliance: Consistent documentation standards
  • Accessibility: Improved document search and retrieval

    • Advanced Features:

  • Exception Routing for Manual Review
  • Comprehensive Audit Trail Maintenance
  • Integration with Document Management Systems
  • Automated Retention Schedule Management
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