Introduction
Have you ever found yourself with a BMS system full of unorganized policy files, with no rhyme or reason to their naming conventions? Unclear and inconsistent policy document naming can impact your client’s experience, and bring frustration and a lack of understanding towards the policies presented to them.
Imagine being a client receiving a policy with the file name 00302999238239 Intact.pdf. In brokerages, it is best practice to ensure all policy document names outline key information, such as:
- Policy Number
- Effective Date
- Premium
A document named 1234567 Renewal 23/01/2023 $458.58 will provide significantly more context to your clients, but to rename every single policy document in your BMS system can take hours with the always present risk of human error. This is where Quandri’s eDoc Management can help!
eDoc Management will ensure consistent and accurate policy document naming in your BMS system. Everyday the eDoc Management robot will:
- Log in to the your BMS system
- Review all policy documents that were downloaded that day
- Read the policy’s key information such as the effective date, policy number, document type policy type, etc.
- Rename the document with this key information according to your unique configuration and proceed to place the document in any designated folders
- Complete any final required actions, such as closing or reassigning the activity
Conclusion
In summary, Quandri’s eDoc Management tool will save your broker’s time by providing uniform and consistent naming, allowing for quick sourcing of any policy document needed. By providing a streamlined naming convention process, eDoc Management will ensure a professional and seamless experience for your clients.
Can’t resolve your issues via our Knowledge Hub? Email us at support@quandri.io with your query.