Insurance Document and PDF Forms Management

Lets explore how VectorViewer can help a company in the Insurance Vertical on document and PDF Forms Management.

Claims Receiving and Processing

As an InsureTech software provider, your primary focus revolves around the essence of your business – underwriting insurance policies and seamlessly managing claims. So why bother about other areas such as Document and PDF Forms Management? Enter VectorViewer, a plug-and-play solution designed to seamlessly integrate as a Microservice with your core line of business. With VectorViewer at the helm, your PDF Forms management, document storage, viewing, annotation, editing become a streamlined, efficient process, allowing your team to concentrate on what matters most: delivering exceptional insurance solutions. Increase productivity and efficiency with VectorViewer's high-speed viewing to advance overall business operations..

Expedite Claims Processing
  • Easily convert PDF Forms to Fillable Forms using VectorViewer's Forms Editor
  • Send out Digitally Fillable PDF Claims Forms to customers with prefilled customer data already available in-house.
  • Create workflows around claims processing if there are more than one parties needed to complete the form
  • Individually accept Digital Signatures from all the parties involved thus reducing the total turn around time in the processing workflow.
  • Keep digital copies of all claims documents in cloud for future references.
Collect Supporting Documents from Customers
  • Enable direct upload of supporting documents for customers to cloud via easy to use APIs
  • Provide easy access to all customer service documents to CRM team for further review.
  • CRM team can collaborate each other in getting documents processed by adding comments, sticky notes, rubber stamps and several other annotations on top of the documents.
  • Protect customer PII information by choosing to redact sensitive data from document & also watermark documents.
  • Rearrange documents, add/delete pages and other simple edit operations directly from browser.

Document Compliance

Automated compliance and archiving efforts

Meeting compliance demands for insurance companies can be complicated by policy changes or claims that are introduced over the life of the policy. These changes can be challenging to track, but with VectorViewer's HTML5 Viewer, insurance companies can reduce this risk of non-compliance & provide on demand access to critical documents and its audit trails easily.

  • VectorViewer enable users to retrieve and display policies, claims, reports, and more with virtually any web browser.

  • VectorViewer retains the original document untouched by having all annotations applied in layers on top of it.

  • VectorViewer provides APIs to get detail audit trail of the workflow history that happened in the life of that document.

  • Protect sensitive information using Redaction tool to ensure sensitive information has limited access.

Adding value to Document Management

Increase your investment in Document Management with VectorViewer's HTML5 Viewer and Fillable Forms that enhances and accelerates the viewing and processing of the content in your content management and/or document management system, regardless of application.

Simplify document collaboration

Based on user permissions, users can collaborate on policies and documents using sticky notes, comments, highlighter, rubber stamps, e-signature and more. VectorViewer's Annotations are JSON based enabling you to search information in an annotation as well as export information for tracking purposes.

Complete access to all users

VectorViewer's HTML5 Viewer enables users to review claims, policies, applications, reports and more from virtually any device that has internet data access. Give remote workers, agents, customer service representatives, underwriters, legal reviewers and channel partners access to documents from virtually anywhere in the world.

Access to more Customer Data

VectorViewer's Fillable Forms module provides access to all data that the user entered in the form to the line of business users in a JSON format in addition. This helps companies to setup a workflow process to automatically compare that data with the data available in the system and report any discrepencies.