Document Management
Document management for life insurers
Simfuni generates, stores and shares policy, claims and underwriting documents in context, from the event that produced them to the portal where customers read them.
Benefits
Keep documents connected to the work
Create document visibility
Give teams a clearer view of policy, claims and underwriting documents, with each file stored against the record it belongs to.
Reduce manual document handling
Generate, upload and store documents in context, reducing the need to manage files across separate folders, inboxes or systems.
Support better audit trails
Keep documents connected to the event, case or policy that produced them, so teams can see what was created, uploaded and shared.
Make documents easier to access
Give customers online access to policy documents and correspondence through the Customer Self-Service Portal, reducing the need to call or email for copies.
Key capabilities
Every document, in the right place
Documents are generated from events, uploaded against cases and made available to customers in the portal. Each document stays with the policy, claim, underwriting case or customer record that produced it.
Document upload
Upload supporting documents against a policy, claim or underwriting case, with files kept in the context they belong to.
Generated documents
Quotes, schedules, offers, notices and confirmations are produced automatically from the underlying event.
Policy documents
Policy schedules and correspondence are stored against the policy and surfaced to the customer in the portal.
Claims documents
Track claim requirements, certificates and supporting evidence against the claim and assessment they relate to.
Underwriting documents
Documents uploaded to an underwriting workbench stay with that case, separate from the general policy record.
Customer portal access
Customers reach their policy documents and correspondence directly in the Customer Self-Service Portal, with no need to call in.
How it works
Every document stored where it belongs
Documents stay connected to the policy, case and customer
Generated documents are stored against the record that produced them. Uploaded requirements sit with the claim or underwriting case they support, and customer-facing documents are made available through the Customer Self-Service Portal.
- Generated documents stored against the event
- Outstanding claim requirements block sign-off until they are met
- Underwriting documents kept separate from the policy record
- Customer-facing documents available in the portal
