OnBase for Insurance


From the Office or By Mobile, Strategically Manage Your Business Process

An insurance company is full of moving parts. From claims processing to customer service and accounting, time is of the essence. Demands that policy holders place on insurance companies all come down to that: how fast can you process my claim, how fast can you answer my question, how fast can you quote me a new rate, how fast can you make me happy.

To reduce time, speed up process and make customers happy, insurance teams must tame enormous amounts of information – claims reports, documents, emails and more – and connect those information dots so its content works as one.

Working at light speed is easy with OnBase. Seemlessly integrating with existing systems – from electronic claims processing systems to policy administration systems and beyond – OnBase shares information across teams and automates business processes. Instead of painstakingly processing every new business application or claim, focus on the exceptions. Capture, collect and manage content – in the office or in the field with our OnBase mobile solution- according to your business rules so work gets done faster and more accurately.

Accounting and Finance ECM Solutions with OnBase

Now more than ever, you can’t afford balance sheet liabilities or to pass up vendor discounts. Manual AP processes take too many people and too much paper, slowing down payments. OnBase document and process management takes out the unnecessary labor and paper. The results are faster, standardized and efficient processes.

Claims Handling with OnBase Enterprise Content Management

The faster you process a claim, the lower your costs and the happier your customers. OnBase gives claims teams all the information they need to process claims and handle exceptions fast and according to your business rules. Processing claims faster and more accurately not only means you fight the clock – it means you save money claim after claim.

Customer Service for Policyholders and Agents

Whether you’re helping policyholders or agents, they want answers now. They’re not calling or e-mailing to say hello – they’re reaching out because they need you. Customer service is critical to insurance companies – great customer service makes the difference. OnBase helps you give them answers quickly, consistently and accurately.

Increase Underwriting Process Efficiency with OnBase

Responsible for managing both new business and renewal risks, underwriting teams must balance speed, service and profitability with the precision and accuracy of a tightrope walker. Lose focus and everything comes crashing down. OnBase helps underwriters keep that focus. The system brings information together from multiple sources to give underwriters the tools they need to most effectively manage risk.

Agency Management

Consumers today want information when they want it. And when they want it is usually right now.  Allowing anytime access to up-to-date documents and real-time views into process status enables  your agency partners to more effectively do what they are meant to do: provide top-notch service to your mutual customers. Extending OnBase to your trusted agency partners increases first call resolution while reducing strain on agency and company staff.

Compliance Solutions with OnBase ECM

With continually evolving internal and external regulations, insurers need a thorough but flexible way to facilitate compliance. Set limits on what documents users can see and manage. Automatically manage document retention. Compliance management from OnBase helps you address and manage the full spectrum of risks your organization faces.

Human Resources

From completing tasks like updating employee name changes to overseeing proper hiring and employee separations, an insurance company’s Human Resources department is responsible for both major and everyday duties. OnBase lets your HR staff focus on work that gives you a competitive advantage – like finding, hiring and retaining the best employees.

etain the best students with paper slowing you down. OnBase integrates with your student information system (SIS) and higher education software so Admissions and Financial Aid documents are just a click away. Decisions go out faster – without adding staff – and your school is the first acceptance prospects see. The Registrar and academic departments communicate better with OnBase software. The Bursar and Development offices run faster. Even areas like AP and HR get more done with less paper and automated processes.

ACCELERATING Business Processes