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Insurance Document Management System

The Correspondence Module - Incoming/Outgoing Document Management

The IDIT™ Correspondence Module is an advanced document management system that is deeply integrated into IDIT™’s component-based architecture. It provides a complete solution to all the paper and paperless information aspects of the insurance cycle.

The Insurance Document Management System
  • Manages incoming and outgoing documents
  • Supports documents from multiple channels & formats & handles classification, archiving and annotation of documents
  • Provides  loading capabilities of documents from multiple channels (mail, email, fax, scanning etc.)
  • Ensures incoming insurance documents are automatically catalogued and attached to relevant policy objects (contacts, proposals, policies, claims)
  • Provides template-based document creation and printing functionality for full customization & optimization of outgoing documents
  • Allows advanced document viewing, annotation, & archiving
  • Provides extensive outgoing document management including document reproduction for multi-lingual support and dispatch via email, fax & regular mail
 
The Correspondence Module is a sub-set of the Workflow system. This means documents are associated with and are inherent to any workflow.

Imaging & full mailroom support
Imaging functionality is an additional component of this module and offers full mailroom support:  incoming documents are loaded optically and catalogued.  Paper documents are scanned while emails and faxes are converted into suitable formats that can be viewed by IDIT™ users. 

 
IDIT™’s innovative paperless environment improves efficiency by preventing costly paperwork & document storage without compromising traditional insurance correspondence or document integrity

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