Insurance

Global Content Management Made Easy for Insurance Brokers and Agencies

Insurance organizations around the world are increasing productivity and improving customer service quality with TreenoGCM™.

View Insurance Solution Overview (190K - PDF)

A typical agency processes over 30,000 physical documents each year including policy applications, coverage confirmation letters, renewal notices, policy terms, dec pages and claims documentation. Plus, virtually every state government mandates that all insurance transaction records be maintained for up to seven years, while archives need to be kept for offers of additional coverage for long periods to guard against E&O liability. The majority of this information is handled and stored through inefficient, manual processes due to the notion that an automated system is too costly, too disruptive to existing workflow processes, and too difficult to use.

The requirement is for an easy-to-use yet powerful system that enables insurance organizations to access, manage, and share critical documents across a broad range of functions, departments and locations. It's more than a competitive advantage — it's a mandate for survival.

Insurance Organizations rely on TreenoGCM to:

  • Simplify enterprise wide access to critical documents.
  • Improve operational efficiency with minimal disruption.
  • Improve information security.
  • Track document task date/time stamp, task originator/description.
  • Reduce demand for physical space.
  • Ease the burden of regulatory compliance.
  • React faster to sales opportunities with ideal access to resources and information.
  • Allow multiple users to view files simultaneously
  • Enable productivity tracking and accountability, ensuring turnaround requirements are always met
  • Increase sales and improve customer service quality.

For Further Information

To learn more about how Treeno can help you increase operational efficiency, automate business processes, simplify regulatory compliance preparation and improve customer responsiveness, call Toll Free 1-800-528-5005 - Email: sales@treenosoftware.com.