Restore’s in-house document management system has evolved over time to meet the needs of our customers. Starting as a basic document viewing system, it has now evolved to allow our customers to manage their digital files effectively. This has included adding GDPR functionality to allow you to easily manage retention periods, but also SAR functionality including automatic redaction.
Restore’s EDRMS’ are not a replacement for your claims management system. However, claims management systems are expensive and are often on a licence model. As you digitise more, a cost effective EDMS can integrate with your claims system and allow more of your team to view files on a licence model that is more affordable.
An EDMS often has more document management functionality than a claims system, allowing you to see documents side by side, highlight, bookmark and redact. You can create bundles and email them to specific people. As well as setting file level permissions on who can view, edit, and send different documents.
Digital Mailroom Services for the Insurance Industry
Restore’s digital mailroom can be as simple or complex as you would like.
During lockdown, many insurance firms needed a simple, quick, and secure way of getting the days post distributed to its remote workforce, knowing that fee-earning activity was still connected to this incoming mail.
Once set up, many insurance firms then asked us to add an email inbox, where we quickly classify the contents and add the important email attachments into the same workflow as the hard copy post.
We also offer a same day cheque banking service with all mailrooms, to protect our customers’ cash flows.
When needed we also securely distribute hard copy originals to your Team.
Using our EDMS as the daily depository, teams were able to pop in and find their daily post and start work. Most firms chose to have folders set up by department, eg HR, Finance etc. Receiving it quicker than when they were onsite, in the office.
However, as remote, or at least hybrid home/office working looks set to continue in the long-term insurance firms are coming to Restore to embed something more complex. A hybrid mailroom that can automated internal workflows; remove manual data entry and evolve into a digital outbound mailroom too.
And when the mailroom is facilitated by one of our EDMS’ you can have a direct interface into your claims management system. Find out more here.
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Our Mailroom Process
Find out how a digital mailroom works.
View the process >
Whether you choose a simple mailroom or a complex mailroom, Restore will support you with not only Project and Account Managers, but a Change Management Team, providing you with the support and training your firm will need to implement this successfully.