Insurance Underwriters

The Company is a large insurance underwriting company based in Randburg, Gauteng. Its clients insure household and car through the company. Claims are processed at their offices.

The problem
The Company receives in excess of 4000 faxes per day relating to claims and new policy details. A system was required where incoming faxes and letters could be stored for access by any authorized employee.
The solution
TThe Company purchased their version of DocMan in April 2001. Their requirement was to store documents by client. One folder in the clients Cabinet would be for Underwriting software. A new folder would be created for each claim lodged by that client. We created an interface to their database in which a Filing Cabinet and Underwriting folder is created every time a new client is added to their system. Whenever a claim is lodged a new folder is created for that claim. When a document is received their capture screen only required them to select the correct folder for the document, all other indexing is generated from the details stored in the Filing Cabinet and Folder details. Initially the Company captured all documents via a dedicated scanner and then indexed them by selecting the correct Folder. In December 2002 the Company decided to install a network fax server. After investigation it was decided that they would install Castelle. We were requested to develop an interface in which all incoming faxes were transferred immediately to the scanning system for indexing at a later time. The system was further modified to copy the fax to a storage location and then move the fax into DocMan, giving a backup if, for some reason, documents could not be found in the Castelle system. The system was implemented in February 2003 and has proved successful.

If you require reference from this customer Email Terry Davidson using the link in the block to the right

 

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Tel: (011)706-2119
Fax: (086)605-5254
Cell: (082)441-0959