Document Management Compare 381 Companies

Document management is an essential function for firms operating within the insurance industry, including agencies, brokerages, MGAs, carriers, reinsurers and others. The best document management applications, whether desktop or cloud-based, locally or remotely accessed, can streamline essential business processes and reduce overall liability by diminishing risk of non-compliance and document loss. Document management solutions for insurance businesses like the products and services offered by the vendors in this category control the life cycle of documents with capabilities for document creation, access and version control/tracking, indexing and retrieval, workflow and routing, and document storage and disposition. Click on the links to visit these companies' websites, learn more about the solutions they offer, or to contact them by phone or email.

Integrated Document Technologies, Inc. (IDT)

Integrated ECM, ERP and CRM Solutions

Rating: 4/5 - 1 review

www.idt-inc.com

Ephesoft Transact | Accelerated Content and Data Acquisition for Mortgage: Using AI-based machine learning technology from IDT and Ephesoft, we accelerate mortgage processing and underwriting to improve the client experience and achieve zero-defect loans. It is built to automatically recognize and extract valuable business information from loan documents.
Learn more about Ephesoft Transact | Accelerated Content and Data Acquisition for Mortgage

Share Point 2013 for Document Management: The features integrated into Microsoft's SharePoint Foundation document management system address all of the following: What kinds of documents and other content can be created in an organization; What template to use for each kind of document; What metadata to provide for each kind of document;...
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Solutions for Content/Document Management & Workflow: Vertafore offers powerful content/document management and workflow systems to help agencies, brokerages, MGAs, carriers and reinsurers streamline operations, control operating costs and enhance productivity, including: WorkSmart, Engage and CBDDoc for agencies, and for carriers and MGAs:...
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OnBase Document Management/ECM/TCM: OnBase from Hyland Software is a document management/ECM/TCM solution that optimizes processes at the departmental level, yet has the ability to easily scale across the enterprise. Like everything dealing with enterprise content management (ECM), transactional content management (TCM) is...
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MasterControl Inc. is a leading provider of cloud-based quality and compliance software for life sciences and other regulated industries. Our mission is the same as that of our customers – to bring life-changing products to more people sooner. The MasterControl Platform helps organizations...

Document Management Solutions for Microsoft-Driven Enterprises Transform Microsoft SharePoint into an enterprise-ready ECM solution We know SharePoint, we build for it and we work closely with the Microsoft SharePoint team to deliver the BEST results to our customers. The KnowledgeLake solution...

Accusoft provides a full spectrum of document, content, and imaging solutions as fully supported, enterprise-grade, best-in-class client-server applications, mobile apps, cloud services and software development kits (SDKs). The company’s HTML5 viewing technology is available to the enterprise as...

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions (Financial Document Management, Invoice Capture, Forms & Workflows, AP Automation, and Payments) are designed to optimize and automate back-office...

Upland Software (NASDAQ: UPLD) enables global businesses to work smarter with over 25 proven cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions cover digital marketing, knowledge management, contact center service, sales productivity, content...

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