The first impression a new customer has starts with onboarding. Manual processes create longer sign-up times. Leading to lower customer satisfaction.
Loan origination – Account opening – New client onboarding – Insurance underwriting – Credit reports – Abstracts and deeds – Mortgage applicationsSee how others conquered this challenge
Medical records - Healthcare proxy - Admission note - Insurance pre-authorization - Photo identification - Health insurance cards - Privacy notice - Records releaseSee how others conquered this challenge
Policy quotes – Proposal forms – Certificate of insurance – Coverage notes – Claims forms – Proof of identificationSee how others conquered this challenge
Client intake forms - Deposition transcripts - Interview notes - Records release forms - Pleadings - Court documents - EvidenceSee how others conquered this challenge
Title - Bill of Sale - Proof of inspection - Credit report - Proof of purchase - Warranty - Service contractsSee how others conquered this challenge
Harry Sealfon had managed over 350 clients by himself. Eventually, document storage became a problem, and copying each specific client file became a nuisance. He needed a solution to scan documents into his computer to save time and storage space.
I wanted to have a client come in, sit down, hand me their input, put it in my scanner, chat with them for a couple minutes, and hand their documents back to them.
Insurance field agents were using an inefficient and expensive paper-based system. Important documents had to be collected, packaged, and sent overnight to the home office for processing. This made the customer onboarding process laborious and frustrating.
It's a great example of how the right technology can turn an inefficient manual process into a highly effective digital one.
To stay competitive in the market, DataScan needed a document scanning system for their high volume of patient records.
High volume scanners are perfect for processing documents like invoices which are very standardized. You load them up, press scan and walk away.
The insurance industry is very competitive and customers expect their agents to quickly respond to their needs. The key to success is delivering an automated process, backed by top quality scanners and fast service.
We have been pampered when it comes to Kodak Alaris. On the service front, there has never been a downtime issue or escalation.
TMG staffers were spending 75% of their time duplicating legal documents by photocopying or scanning, and had no way to extract relevant information from the documents.
TMG’s services increased 15-20% and saved over $30k on the cost of leasing trucks.
Gosch Group of automotive dealerships creates 250,000 plus documents per month. Each new customer creates piles of paperwork. Using paper-based systems, the dealerships stored documents off site and were running out of room.
On a scale of one to ten, I’d say we are at a nine plus in satisfaction.