1. INSURANCE SOLUTIONS

2. The Concerns of Insurance Organizations:
Professionalism
Timeliness
Quality of Customer Service
Immediate access to important information
Maintaining the competitive advantage
Compliance and security
(C) 2013 FabSoft

3. How Reform Can Help Effortless form management
Easy management of documents requiring notes or signatures
Transparent document approval processes
Simple electronic distribution of hard copy documents
On demand form filling, printing and archiving
Hands off postal sorting and address validation for mail delivery
Easy management of photographs for insurance claims
(C) 2013 FabSoft

4. Effortless Form Management
Reform
Intelligently print and distribute insurance documents and marketing materials.
Forms are automatically delivered to the needed recipients
Forms are generated on-demand
Eliminates the need to bulk purchase and store multipart forms
(C) 2013 FabSoft

5. Form Management Solution
PRINT
Form Management Solution Workflow
A document is printed from the user’s host application.
A copy of the document is automatically sent to the client, the legal dept, and the electronic archive system.
After
Before
PRINT
FAX
ARCHIVE
(C) 2013 FabSoft

6. Easy Management of Documents Requiring Notes or Signatures
TagDoc
Tag Doc tags forms requiring notes or signatures with a barcode.
Barcode is associated with information on the document – client name, policy number, agent etc.
Upon scanning, the barcode is recognized and the document is archived or routed for further processing.
(C) 2013 FabSoft

7. Tag Doc Solution Workflow
SCAN
Tag Doc Solution Workflow
Print form with Tag Doc barcode
Client signs form
Form is scanned and archived and indexed with other related files.
Archive System
John Smith
Tag Doc Barcode
Customer Signature
(C) 2013 FabSoft

8. On-Demand Form Filling, Printing & Archiving
Desktop Filler
Access and process forms from the MFP screen with Form Filler.
Print generic insurance forms or marketing materials, on-demand.
Merge client data onto any form for accuracy and legibility.
Completed forms are distributed to printers, fax, , and archive systems
(C) 2013 FabSoft

9. Desktop Filler Solution
Desktop Filler Solution Workflow
Walk up to MFP screen.
Select form and lookup client information.
Select Print.
Client signs and returns form.
Completed Form is scanned and automatically archived and distributed.
PRINT
SCAN
FAX
ARCHIVE
(C) 2013 FabSoft

10. Seamless Integration with Information Management Systems
Modular Object Scanning Technology (MOST)
Seamlessly integrate paper based and electronic workflows with MOST.
Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information.
Insurance paperwork can be scanned and delivered to the appropriate destinations.
(C) 2013 FabSoft

11. MOST Scanning Solution Workflow
MOST Solution
SCAN
MOST Scanning Solution Workflow
Paper is loaded into document feeder
User selects function ( , fax, archive, form filler, print, etc.)
User enters information
Select Process – jobs are processed and sent
FAX
ARCHIVE
(C) 2013 FabSoft

12. Transparent Document Approval Processes
Document Authority Control (DAC)
Signed contracts and other important property documents may need to be reviewed by various individuals
Document Authority Control (DAC) automates document approval processes
Documents can be viewed, approved, or revised, and then automatically sent to the next recipient
(C) 2013 FabSoft

13. DAC Document Approval Workflow
DAC Solution
DAC Document Approval Workflow
DAC notifies user of awaiting document
User views and approves document from the DAC web interface
Document continues to the next approver
Fully approved documents is distributed
FAX
ARCHIVE
(C) 2013 FabSoft 13

14. Easy Image Management Snap Doc
Digital photographs are used to provide a visual record of available properties.
Snap Doc associates pictures taken with a digital camera, with the insurance claim information
Pictures are automatically archived and delivered to the printers, fax, and systems.
(C) 2013 FabSoft

15. Reform – Snap Doc Solution
Snap Doc Image Management Solution Workflow
Print Snap Doc Worksheet
Scan Barcode and Take Picture
Write notes on worksheet
Upload pictures & Scan Worksheet
Pictures are distributed
Take picture, Write notes
Upload Pictures
Scan Worksheet
.....
FAX
ARCHIVE
(C) 2013 FabSoft