INSURANCE SOLUTIONS

The Concerns of Insurance Organizations: Professionalism Timeliness Quality of Customer Service Immediate access to important information Maintaining the competitive advantage Compliance and security (C) 2013 FabSoft

How Reform Can Help Effortless form management Easy management of documents requiring notes or signatures Transparent document approval processes Simple electronic distribution of hard copy documents On demand form filling, printing and archiving Hands off postal sorting and address validation for mail delivery Easy management of photographs for insurance claims (C) 2013 FabSoft

Effortless Form Management Reform Intelligently print and distribute insurance documents and marketing materials. Forms are automatically delivered to the needed recipients Forms are generated on-demand Eliminates the need to bulk purchase and store multipart forms (C) 2013 FabSoft

Form Management Solution PRINT Form Management Solution Workflow A document is printed from the user’s host application. A copy of the document is automatically sent to the client, the legal dept, and the electronic archive system. After Before PRINT FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Easy Management of Documents Requiring Notes or Signatures TagDoc Tag Doc tags forms requiring notes or signatures with a barcode. Barcode is associated with information on the document – client name, policy number, agent etc. Upon scanning, the barcode is recognized and the document is archived or routed for further processing. (C) 2013 FabSoft

Tag Doc Solution Workflow SCAN Tag Doc Solution Workflow Print form with Tag Doc barcode Client signs form Form is scanned and archived and indexed with other related files. Archive System John Smith Tag Doc Barcode Customer Signature (C) 2013 FabSoft

On-Demand Form Filling, Printing & Archiving Desktop Filler Access and process forms from the MFP screen with Form Filler. Print generic insurance forms or marketing materials, on-demand. Merge client data onto any form for accuracy and legibility. Completed forms are distributed to printers, fax, email, and archive systems (C) 2013 FabSoft

Desktop Filler Solution Desktop Filler Solution Workflow Walk up to MFP screen. Select form and lookup client information. Select Print. Client signs and returns form. Completed Form is scanned and automatically archived and distributed. PRINT SCAN FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Seamless Integration with Information Management Systems Modular Object Scanning Technology (MOST) Seamlessly integrate paper based and electronic workflows with MOST. Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information. Insurance paperwork can be scanned and delivered to the appropriate destinations. (C) 2013 FabSoft

MOST Scanning Solution Workflow MOST Solution SCAN MOST Scanning Solution Workflow Paper is loaded into document feeder User selects function (Email, fax, archive, form filler, print, etc.) User enters information Select Process – jobs are processed and sent FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Transparent Document Approval Processes Document Authority Control (DAC) Signed contracts and other important property documents may need to be reviewed by various individuals Document Authority Control (DAC) automates document approval processes Documents can be viewed, approved, or revised, and then automatically sent to the next recipient (C) 2013 FabSoft

DAC Document Approval Workflow DAC Solution DAC Document Approval Workflow DAC notifies user of awaiting document User views and approves document from the DAC web interface Document continues to the next approver Fully approved documents is distributed FAX ARCHIVE E-MAIL (C) 2013 FabSoft 13

Easy Image Management Snap Doc Digital photographs are used to provide a visual record of available properties. Snap Doc associates pictures taken with a digital camera, with the insurance claim information Pictures are automatically archived and delivered to the printers, fax, and email systems. (C) 2013 FabSoft

Reform – Snap Doc Solution Snap Doc Image Management Solution Workflow Print Snap Doc Worksheet Scan Barcode and Take Picture Write notes on worksheet Upload pictures & Scan Worksheet Pictures are distributed Take picture, Write notes Upload Pictures Scan Worksheet ..... FAX ARCHIVE E-MAIL (C) 2013 FabSoft