Live File
Scanning

Digitising your paper live files can be more cost-effective than scanning a whole archive

Live File Scanning

Service

Live File
Scanning

Find out more

Digital Mailroom
for Insurance

Receive your daily business post digitally. No need to rely on a fixed address

Digital Mailroom

Service

Digital Mailroom
for Insurance

Find out more

Workflow Automation
and Data Discovery

Automate workflows and documents, and allow important data to be available

Workflow Automation and Data Discovery

Service

Workflow Automation
and Data Discovery

Find out more

Support Insurance firms to reduce their paper processes

Restore work with insurance firms to digitise, index and extract information. To create automated workflows and remove their reliance on paper.

Optimise. Redesign. Reimagine. Innovation at your pace.

We work with some insurance firms to optimise their current process. With others we redesign current workflows. And with others we use technology and automation to reimagine how workflows could look.

Whatever approach we take, Restore maintains a thoughtful approach to technology to change the nature of work so that it makes the most of people’s distinctively human characteristics. We automate, we use RPA, we use Ai but we use it to enhance the roles and skills of your teams so they can add even more value to your organisation.

 

Speak to our specialised team

Paul Wheatley
Business Development Manager
0333 043 5498
Speak to the team

Live file scanning

Digitising your paper live files is much more cost-effective than scanning your whole archive. It allows you to work remotely, and collaboratively, simply, and easily.

Accessing physical files becomes difficult as the UK shifts to a permanent increase in home working. Let alone allowing multiple people to view and work on the same claim file. Restore Digital have been supporting insurance firms throughout the lockdown and beyond to digitise these files to allow claims handlers to continue working remotely.

Previously one of the hesitations around digitisation was that these files were large and complex. Restore have been working with our insurance customers to provide a scanning service that replicates working with a paper file when advantageous. This is especially important when there are lots of stakeholders involved, for example brokers, reinsurers, coverholders or multiple insurance firms covering the risk. This means replicating file structure, eg sections and bookmarking to make the shift to digital easier.

You’re in safe hands - our accreditations


Compliance, security and governance are at the heart of everything we do. Our Industry Accreditations ensure your medical records are in safe hands.


 

Digital live files can combat many of the risks currently felt by GDPR. Knowing your data is easier with digital files. Managing retention periods is simple. And collating Subject Access Requests but also redacting information can be done within seconds.

But digital files can also prevent files from getting lost, misplaced, or damaged, provided you have secure data delivery.

Restore Digital pride ourselves on security, highlighted by our accreditations and work with the NHS, the MoD and NDA. There is full traceability and tracking of all files that we digitise, allowing us to provide Scan on Demand for urgent file retrieval for those in our possession. This security is underpinned by our in-house software Tracker, which provides a full file-level audit trail on all documents from the moment of collection, through to delivery of a final scanned image.

Electronic document management systems (EDMS) to support insurance companies and their claims management systems.

We have a range of secure online delivery options, with most firms wanting the documents back via secure sFTP, a Restore document management system, or direct upload into your internal systems. We have worked with many claims management systems, either uploading directly into them or integrating our cost-effective EDMS’ into them.

Transparent, real-time data.

And with Restore you will always receive detailed monthly MI packs, that highlight exactly what has been received, what has been prepped, scanned, QC’d and then returned. Your Account Manager will run through this data at monthly meetings, and MI packs can be adapted to meet your evolving needs.

 

Are your claims files in storage?

No problem, Restore can work with your storage provider, even if it is not Restore Records Management, and digitise your live claims files. Let us manage the relationship with your storage provider and effectively deliver your files digitally, so you can focus on more important things.

Classification and Categorisation for the Insurance Industry

A lot of insurance firms have large archives of old claims or HR files, and there is a lot of M&A activity within the insurance sector, where insurance firms inherit a new archive of paper files, with little knowledge of their contents.

Restore can work with you to digitise, classify, and categorise these archives. Allowing you to securely destroy the paperwork you do not need to retain and set retention periods on the new digital archive.

By knowing the paper you own, but also allowing us to create automated workflows to manage it, we help you mitigate GDPR risk around these archives.

quote

“With Restore we feel like we have a true partner. They have taken the mailroom at the pace our organisation needed and have supported us when we felt ready to innovate. Even the simple mailroom initially provided innovated the daily claims management process for Agria. But with true automation, enhanced exception management and more integrated systems between the two organisations, we have a truly digital mailroom”

- Helen Finnie, Change and Implementation Manager

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.

Icon

Infographic

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.

Our Accreditations

Workflow automation for the Insurance Industry

Utilising RPA and AI Restore’s workflow automation tools can remove administration tasks and allow you to focus on fee generating activity.

Robotic Process Automation (RPA) captures and interprets existing IT systems to enable data manipulation, transaction processing and communication across multiple IT systems. Typically, RPAs are involved in repetitive work which can be prone to human error. By setting up rules around digital data, RPAs can automatically perform these routine business processes.

With more sophisticated robots, Restore are able to learn from unstructured data, and be trained to transform it into structured data, to eliminate exceptions and the need for human assistance.

Within Restore we use RPA and AI to help manage electronic data on an ongoing basis, usually once all archived/legacy paper data has been digitalised. This can assist HR with GDPR compliance, automatically following retention periods; as well as supporting claims processing and enhance digital mailroom solutions.

Document automation for the Insurance Industry

Build documents automatically, using pre-existing text and templates. Our engine can assemble simple insurance documents, contracts, and letters, automating conditional, variable text and data contained within documents.

This process can be integrated into claims management systems, but also into our hybrid, outbound mailroom solution. So, documents can be created and then either posted or emailed to the correct end user.

Automating the process of document creation not only minimises paper within your organisation but:

  • Makes onboarding new clients quick and simple with eforms that can be pre-populated with your customers’ data.
  • Reduce claims processing time and engage with your customers quickly and accurately.
  • Pull your customers’ data from multiple sources (CRM, Finance systems etc) to enable relevant and easy upselling, cross-selling and general claims updates.
  • Add dynamic elements to customer communications or policy information, bespoke to them. Whether charts, graphs, or e-signature.

Data discovery

Restore Digital’s Data Discovery Engine allows you to understand your data. Whether to aid GDPR and Data Protection compliance, or to inform business decisions: knowing your data and then analysing it is essential.

Restore’s Data Discovery Engine allows you to achieve smarter data protection and GDPR compliance, as well as smarter decisions.

Icon

Data discovery and classification

Icon

Data risk assessments

Icon

Data activity monitoring

Understanding your data is important. It is better to understand your data and manage vulnerabilities than be exposed to large fines. Similarly, understanding your data can help you make business decisions.

Our Data Discovery Engine helps you understand the data you hold, so you can understand where vulnerability lies and take the appropriate actions.

The Engine can also monitor and audit data and activity across all databases, files, cloud-systems, mainframes etc and present the results live through easy-to-use dashboards.

Our Engine can protect your data, while still allowing your business to use it. Our encryption solution can safeguard your data whether it is on premises, in cloud(s) and in hybrid environments.

 

Form processing for the Insurance Industry

Restore Digital offer a form processing service in which data captured into hard copy or electronic data fields are converted into electronic data for analysis. We have worked with organisations undertaking research, insurance companies onboarding new customers, through to Government undertaking census activity, to support them collect and analyse data.

Our Forms Processing Engine can capture typed and handwritten data in multiple languages, capturing the information from their respective fields and entering a database or other electronic format.

Our solution removes lot of the issues around manual form processing, including:

Icon

Speed

Icon

Accuracy

Icon

Cost

We can also create electronic forms to capture information. These forms are quick to set up (often built within two days) and cost effective. They are responsive to answers submitted, making forms display only information relevant to the user.

They have been used to replace internal paper processes, and be integrated into our outbound mailroom solution, and integrated into emails replacing paper forms for customers.

All data can be automatically captured and pulled into Excel and/or internal systems. PDFs can be auto generated from the forms, and digital signature capability is built into the software. Often saving on electronic signature subscription costs already in place.

 

Blogs you might be interested in:

Find out more about our other services that complement scanning

Secure Shredding Services

Secure Shredding Services

Restore Datashred

Secure Shredding Services

Highly secure destruction of mail, following digitisation and upload.

Learn more

Secure Storage

Secure Storage

Restore Records Management

Secure Storage

Long term storage across more than 100 secure facilities nationwide.

Learn more
 

Get in touch with our team today for advice,
or for a quote

Loading

Talk to a human?

Call us direct on:
0333 043 5498

Lines open 09:00 to 17:00 weekdays

contact call0333 043 5498