SAI > SharePoint > SharePoint Insurance

Helping Insurance companies manage contents and leverage information. Access SharePoint DM solutions from Outlook; add and retrieve contents with drag and drop

Content capture solution on SharePoint, for managing emails, document scanning, indexing and multi-channel distribution, for policy management, underwriting and claims.

PageLight SharePoint Solutions for Insurance Industry

Access and update customer details from Outlook, integrated business process and ILM policies, till content archival to implement compliance requirements

  • Capture contents from multiple sources like, paper, emails, attachments, and fax
  • Outlook as Document Management platform allowing users to search contents based on policy number or claim details
  • Data extraction from scanned document by OCR, bar code or cover sheet for efficient content indexing
  • Collaboration platform between Agents and Brokers with integrated automated workflow for underwriting new policies
  • Integrate with CRM solution for tagging of contents with customer details
  • Distribute contents to field agents in various formats; pdf, email and secure portal available through their mobile devices
Manage records retention for insurance

SharePoint ECM and email management for Insurance Industries

SharePoint Integration with Outlook and Office Applications
Discover Document and Email Management solutions for SharePoint.