Insurance agents and brokers face unique operational challenges over and above the everyday hurdles that come with running a business. Management of policy documents and correspondence is one such challenge; the ability of staff to access and process documents in a timely and predictable manner directly affects all subsequent operations. Failure to secure documents from improper access or to present them for legal discovery or statutory audit carries the potential for significant liability exposure.
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The integration of Synergize® and sigXP™ provides agents and brokers with a comprehensive solution that addresses their real-world business needs. The integration includes data validation lookups into the sigXP® database during indexing, attachment of documents to activities and suspense’s, and document retrieval directly from the sigXP™ client. “Drag and Drop” from e-mails and MS Office applications into sigXP™ also creates activities. All attachments are stored within the Synergize® system for maximum scalability.
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Synergize Business Server™ for Keal sigXP™ enables the capture of renewals, applications, endorsements, claims and other documents in any format from virtually any source in the manner best suited to that source. Irrespective through which application a document is captured, Synergize® or sigXP™ will be updated by the complementary system so that the document can proceed directly to processing.
For more information on Synergize for Keal sigXP™ and how Microdea can help your agents and brokers better manage information, increase efficiencies and reduce costs, contact us at 905.881.6071 ext 244 or marketing@microdea.com