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Horizon Underwriting Managers Streamlines Document Management with DocuWare
技术
- 应用基础设施与中间件 - 数据交换与集成
适用功能
- 商业运营
用例
- 监管合规监控
服务
- 系统集成
挑战
Horizon Underwriting Managers 是南非海洋和航运业的一家领先保险公司，其文档管理流程面临挑战。该公司必须处理航运方面的个人保险问题，这意味着准备每份合同所需的时间和精力非常高。员工必须反复修改草稿、打印出来、签字，然后发送给客户。此外，许多客户要求提供合同副本，这意味着除了将实际合同存储在防火档案中之外，还必须扫描打印的文件并通过电子邮件发送给客户。一方面管理大量电子邮件，另一方面满足相关法定要求，这种双重负担从长远来看对公司来说是难以承受的。此外，员工的工作量几乎跟不上公司的强劲增长。
关于客户
Horizon Underwriting Managers 成立于 2012 年，由两家成立于 1992 年的公司合并而成。如今，该公司已成为南非海洋和航运业的领先保险公司之一。该公司在约翰内斯堡、德班和开普敦拥有 26 名员工，致力于为海洋行业中的独特风险提供定制解决方案。这些解决方案包括货物进出口保险、南非境内运输保险、海洋责任问题解决方案以及商业和私人船舶的船体保险。
解决方案
Horizon Underwriting Managers 实施了文档管理系统 DocuWare，以简化其文档管理流程。该系统首先在保险部门推出。借助 DocuWare，员工可以在不到五分钟的时间内创建新合同。系统会自动从各种模板中选择所需的任何文档和附件，并将它们合并以形成主要保单措辞。然后，工作人员只需触发虚拟打印流程，将所有文档（完全索引和签名）传输到电子文件柜，并通过电子邮件将合同副本发送给客户。在此过程中，公司可以完全省去纸张。DocuWare 还将与保险经纪人和最终客户的电子邮件通信与其相应的保单联系起来。只需按一下按钮，员工就可以将电子邮件传输到他们的电子文件柜 - 并且它将存储在正确的位置。
运营影响
数量效益
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