Insurance
Compliance can be a real headache for insurance brokers. Audits
are frequent and comprehensive, sometimes taking 3 or 4 days to
complete, and often they flag up process discrepancies. In order to
maintain compliance, huge volumes of data must be retained, and
clear audit trails recorded in case of dispute. This means storage
can be a problem, as the amount of space required increases daily,
and yet amongst it all, single documents like quotes and
certificates should be readily accessible. The inability to locate
information quickly in response to a telephone query represents a
major customer service issue few brokers can afford to ignore.
Invu Series 6 can store vast
amounts of information making it instantly available. Quickly and
easily navigated, the indexing system can be searched using various
criteria, and an accurate, traceable audit trail is effortlessly
maintained. Invu integrates seamlessly with back office programmes
like Misys and can automatically import indexing information from
them. With Invu, documents are never lost or misfiled again. Audits
can be completed in hours, even from remote locations, and
employees are able to work from home. And because the interface is
totally intuitive, virtually no training is required.
Insure your future with Invu.
To download your free copy of our special report, ‘Seven
key things you must consider before you invest in document
management software’ click
here.