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+--- Thread: DMS suggestions for insurance industry (/Thread-dms-suggestions-for-insurance-industry--73734)
DMS suggestions for insurance industry - MrStuden - 08-28-2021
<p>
<!--StartFragment--><p>Hope you’re all doing good amidst the Pandemic!</p>
<p>I’d like to know if anyone on this forum is using any DMS which you’d
gladly suggest to others. A DMS that you think is very essential in
handling sensitive customer documents, and maintaining records
efficiently, which is always a challenge.</p>
<p>I work at an insurance company. My firm is looking forward to
implementing a DMS as it has become a bit difficult to manage quotes,
applications, contracts, policyholder agreements, claim forms, PIP forms
and HCFA forms. We are considering for a long-term use and investment
as dealing with customers and mounting paper can be a daunting task. So,
we want the transition to be smooth too.</p>
<p>I have done a bit of research online and found a few document
management systems. I’ve been taking the online reviews and testimonials
into consideration, but these are not the only factors to consider if
you’re thinking of long-term investment. For the time being, I am using
Microsoft SharePoint for documentations, but I am thinking of getting a DMS
suggested by one of my friends, to manage and track the contracts. So,
I’d like to get some insights and suggestions on the brand and the other
DMS tools based on your experiences. Also, let me know how Dolibarr
worked out for you for the same. I’d like explore my options before
moving forward.</p>
<p>Since we don’t have much time to waste, I’d love to hear from you as soon as possible.</p>
<p>Thanks in advance!</p><!--EndFragment-->
<br></p>
RE: DMS suggestions for insurance industry - RichardSmithe - 09-01-2021
<p>
</p><!--StartFragment--><p>Hi, did you found a solution? Dolibarr workout for you?</p><!--EndFragment--><p>
</p>
RE: DMS suggestions for insurance industry - vicparson - 09-01-2021
<p>There is an amazing software that the company I work at uses. It helps us manage digital documents. It really helps especially if you have to juggle a huge amount of documents and keep track of all of them and distribute them with our coworkers and clients while also keeping all of these documents safe. This software really helps organize this messy process. It is a <a href="https://futurevault.com">digital vault platform</a> and it really optimizes a company’s workflow because of how less time is spent on managing documents. This seems like exactly what you are looking for. Hope I could help!</p>
RE: DMS suggestions for insurance industry - AngelaJohnston - 02-07-2022
For such, you should consider some features that could give more opportunities. I think you could use a resource like this to give more advice about new driver car insurance. Such a contract carries the right thoughts that every car owner needs. Check it out and you will understand what I am talking about here.