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

Employee File Management: Ensuring employee files are secure, organized and accessible is critical to keeping HR running smoothly. DynaFile makes employee file management simple. Our cloud filing system lets your team securely access employee files from anywhere at any time. Add documents to an employee's electronic file...
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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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Ademero Software Simplify | Automate | Archive Ademero makes document capture and management simple with a suite of products. Content Central gives organizations like yours quick and easy access to your information. The all-in-one, browser-based document management system provides what...

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...

York Worldwide Technologies has been providing EDI, VAN & Integration services globally since 1992. We provide reliable, cost-effective transmission of business documents, improving the efficiencies of supply chains. Our globally dispersed client base uses our network to trade with Walmart,...

Litera provides legal and accounting teams with streamlined technology for creating, analyzing, and managing their documents, deals, cases, and data. Litera's solutions help law firms and accounting teams around the world to work more efficiently, accurately, and competitively, and to provide...

BIRT iHub Content Services: BIRT iHub Content Services for Customer Communications Management (CCM) is a holistic solution that manages high volume customer communications and document management. It delivers an integrated solution for enterprises to design, process, store and deliver intelligent customer communications...
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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...

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