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Outsource Document Indexing & Filing Services for Insurance

Document Indexing & Filing Services for Insurance

Document indexing and filing for insurance is extremely important for accurate data storage and retrieval, using the desired search criteria. This becomes crucial while storing data in the cloud, document management system or on a local server. However, the bottom lines of insurance agencies tend to suffer by investing enormous time and resources on such time-consuming processes. However, by outsourcing tasks like this, businesses can focus better on other core tasks such as client acquisition or service, which adds value to the business.

At Outsource2india, we provide highly efficient yet cost-effective services of accounting and billing for insurance. Document indexing and filing is an important part of accounting for insurance. We provide indexing and filing for a variety of insurance documents, such as insurance applications, claim letters, client receipts, certificates of insurance, ACORD forms, invoices, etc. Digitization of these documents makes them readily accessible, saves time and resources for the insurance agencies and improves their overall business revenue.

Insurance Document Indexing and Filing Services

Assisting several insurance agencies worldwide for over 25 years, at Outsource2india, we have gained enormous industry-specific experience. This rich experience has given us a wider perspective of indexing, filing and the overall accounting for insurance. As document indexing and filing are the major aspects of accounting and billing for insurance, our insurance accounting services include -

  1. Category-Based Document Segregation

    Our document indexing experts will categorize and organize insurance documents based on their usability and type, which makes accounting for insurance easier. These documents are then filed using custom folder structures, which are created as per the client's requirements.

  2. Document Indexing and Labeling Using the Set Naming Convention

    After categorizing, our professionals will index and label the documents as per the policy holder's name, status, address, claims filed, policy history, or any other naming convention. This makes accounting and billing for insurance much easier. This reduces the overall handling time while carrying out insurance policy checking and administration.

  3. Make Documents Editable and Searchable

    Using globally accepted labeling conventions and standard document-indexing procedures, we ensure that all the insurance documents are made easily retrievable. Therefore, once you outsource insurance accounting and billing services to us, you can quickly process huge document repositories without any errors.

  4. Provide a Comprehensive Document Summary

    In-depth document summaries prepared by our insurance experts provide a clear overview of premiums, coverage limitations, claim history, policy limitations, etc., for claim documents and insurance policies among others. This provides insurance agencies with a gist of the policy holder's insurance history at a single glance.

    We also carry out imaging and indexing of documents such as insurance applications, proof of mail, certificates of insurance, ACORD forms, client receipts, invoices, and claim letters, to name a few.

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Insurance Software we use

Vertafore Nexsure Aspire InsurancePro HawkSoft Agency Matrix Applied Agency Management Newton Agency Solution Agency Systems Insly SEMCAT A1 Tracker Jenesis Agent & Broker Software (ABS) SIBRO 1app - C2MS Insurance Software AgencyIntel QQCatalyst Board EverString Halo IBM SPSS Infer Insurance Analytics Radius SAS Advanced Analytics Statistica Decisioning Platform A1 Tracker ClickClaims PLEXIS payer platforms Record360 Virtual Claims Adjuster Bitrix24 Commission calculator CommissionsEZ CommissionTrac EvolveSPM GoalPost GreenWave Iconixx Incentive SPM inLOGIC.ca Advanced Insurance System Caseblocks Cases CRM Claims Manager DocuPhase HealthQx HEALTHsuite INSIS PCRS QUICK CAP Intuit QuickBooks Billbooks MYOB Invoice Studio Tradeshift Sage CheckMark MultiLedger Invoicera

Why Choose Outsource2india for Document Indexing and Filing?

By outsourcing insurance accounting and billing services to us, numerous insurance agencies across the globe have improved their business efficiencies. Serving a variety of insurance clients, such as life insurance, home insurance, auto insurance, health insurance, and P&C insurance, we understand that every client is different, and hence, provide customized services of document indexing and filing for insurance. Besides the obvious benefits of efficiency, quality, and quicker turnaround time, following are some of the factors that set us apart -

  • Leveraging cutting-edge technologies and state-of-the-art infrastructure to provide accurate and customized solutions for our insurance clients
  • Disaster recovery measures in place with constant off-site archiving of your insurance data and storing them on secure back-up servers to prevent any data loss in case of natural calamities
  • Multiple, full-fledged delivery centers across the world to provide uninterrupted service
  • Efficient scanning and accurate indexing of all the project-related documents for easy future reference and retrieval
  • Stringent privacy and confidentiality agreements in place to ensure total data security
  • Top-quality services at extremely reasonable rates with a transparent pricing system
  • Highly proficient indexing and filing experts graduated from top institutes and trained to use latest insurance software, which include Agency Matrix, Nexsure, Hacksoft, Vertafore, etc.
  • Efficient insurance back-office services, which are completely compliant with HIPAA and other insurance norms
  • Completely flexible project scalability
  • Highly satisfying and dependable customer experience

Index and File Your Insurance Documents with Outsource2india

If you want to safely organize, sort and store your insurance documents for easy retrieval, but are daunted by this hectic task, then you have come to the right place. At Outsource2india, we provide highly efficient and affordable services of accounting for insurance, which include document indexing and filing. Serving insurance agencies worldwide, we maintain pricing transparency and also customize our document indexing and filing services for insurance as per the client requirements. We also provide other services such as Accounting & Billing, and data entry.

With a vast industry experience, we understand the importance of data security, business continuity, and disaster recovery measures. Therefore, with us, you can get accurately indexed and filed insurance data, which can be easily retrieved. Reach us now to discuss your documentation indexing and filing needs for insurance with our experts.

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