Insurance
Compliance can be a real headache for
insurance brokers. Audits are frequent and
comprehensive, sometimes taking 3 or 4 days
to complete, and often they flag up process
discrepancies. In order to maintain compliance,
huge volumes of data must be retained, and
clear audit trails recorded in case of dispute.
This means storage can be a problem, as
the amount of space required increases daily,
and yet amongst it all, single documents
like quotes and certificates should be readily
accessible. The inability to locate information
quickly in response to a telephone query
represents a major customer service issue
few brokers can afford to ignore.
Invu Series 6 can store vast amounts of
information making it instantly available.
Quickly and easily navigated, the indexing
system can be searched using various criteria,
and an accurate, traceable audit trail is
effortlessly maintained. Invu integrates
seamlessly with back office programmes like
Misys and can automatically import indexing
information from them. With Invu, documents
are never lost or misfiled again. Audits
can be completed in hours, even from remote
locations, and employees are able to work
from home. And because the interface is
totally intuitive, virtually no training
is required.
Insure your future with Invu.
To download your free copy of our special
report, ‘Seven key things
you must consider before you invest in document
management software’
click here.
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