Document Management in Insurance
Because those who document risks, can't take risks with documents

When disaster strikes, it strikes fast.   Insurance technicians, brokers and underwriters need instant access to the documentation which pertains to a risk. Paper is just too slow. Yet to maintain compliance, scanning must be performed in a controlled environment and in such a way as to keep an audit trail for legal admissibility. Kofax Capture is the accepted choice for the scanning engine, but whatever the marketing states. it is not an out-of-the-box solution. Insurance companies need assistance from experts who have worked with like minded organizations and whom understand the importance of the claim processing cycle and ensuring that names and stamps on 30 year old documents are readable when a long tailed risk goes bad. Balboa Peaks is different from other consultants.  We aim to be involved with all of the document stakeholders from the outset so as to understand the complete requirement, and use our vast experience to architect a solution that will satisfy all parties.

This could be a new system, however, often, we will be asked to help revisit an existing implementation.  Maybe a Kofax Ascent system was installed in-house or by another vendor but it hasn't delivered the promised returns. Or maybe it's just time for an upgrade and you'd like to streamline the system and re-train to leverage new capabilities. Balboa Peaks will work with the in-house team, transferring knowledge and helping build a wealth of internal team members whom can move then forward managing and growing the system as your requirements evolve. Avoid project disasters - call the experts !

We really should have called Balboa Peaks

Key Aims Design a bullet proof indexing process that minimises keying Help select scanners suitable to your unique document profile Implement the best toolkit and understand it Integrate Kofax with any backend Document System Satisfy the requirement to keep documents for audit purposes Desktop access to your documents in a familiar format Digitise your paper documents, before they fade and crumble Empower your applications team to maintain and support the system

"Has anyone seen that slip I put down ?"

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