See how the Policy and Claims Solution works from start to finish
In the TSG Policy and Claim Solution Demo Series, we look at how the solution is used to handle policy and claims in a real-world scenario. Watch the demos to find out!
Combining & Splitting Claim Documents
Our Policy and Claims solution allows users to quickly and easily combine several documents into a single PDF. This PDF can include individual pages or entire documents. When documents are ingested into the system, many times they may be scanned or faxed from a variety of sources. This can cause adjusters to have to waste time manipulating documents in 3rd party software, like Adobe Acrobat. Not only is this costly and time consuming, it is also risking accidentally deleting or losing content.
Video Annotations for Auto Damage
Clients often send videos or their damaged vehicles when submitted a claim, this allows adjusters to provide more accurate estimates over photos alone. See how OpenAnnotate Video can be used to quickly annotate portions of a video and how thumbnails can be annotated to point out important information.
Video Annotations – Security Video with Multiple Reviewers
Security footage is often included in a claim submission. Using video annotations, a long video can be bookmarked helping an adjuster quickly move to the part of the video that is important to them.
Dual Pane Policy and Claim Viewing
OpenContent Policy and Claims Solution was designed with a focus on saving users time, and allowing them to view and process documents as quickly as possible. Rather than hunting through multiple screens, tabs and windows, the most important functionality is just a click away. Via configuration, the system can be easily customized to best suit your business.
Many Insurance clients use folder notes to track everything that has occurred within a claim, quickly and easily. Folder notes can be automatically generated based on actions on a document or folder, or they can be added manually by an adjuster. Folder notes give users a way to add comments to a folder, similar to how they may have in the past with a sticky note on a physical folder.
Sending Documents From The System
Documents being added to a claims folder only represents a portion of the activities an adjuster will perform. Communications outside of the system are sometimes even more critical to capture. By giving users the ability to perform all of their daily tasks inside of the online claims folder, these critical pieces of information are never lost.
Bulk Uploading Claim Documents
Documents may be ingested automatically into a claims system from external jobs, platforms or locations, but many claims adjusters will need to be able to quickly upload and file content. Providing users with an easy way to upload multiple documents of various file types is essential to make a claims solution successful.
Modern Claims solutions must be able to handle rich media, with more claimants providing pictures of accidents from their phones, your system needs to be able to not only show this content, but provide the adjuster with the ability to enhance photos that may not be taken in the best settings.
Documents that contain sensitive information must be redacted to prevent unauthorized users from seeing content they shouldn’t see. For instance, social security numbers and bank routing numbers. Using role based redaction, we can prevent the wrong people from seeing this information. Redactions can also be permanently burned into a document, preventing everyone from seeing the information.
Bulk Redaction Based on Search
Quickly redact documents across multiple cases in a repository. For example, conform to GDPR requirements and redact a patient’s name, ID number, and date of birth.
Proactively extract insights into the documents of a specific case based client defined critical terms. For example, identify key terms for a case with a medical claim folder.