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Document Automation Simplified

Insurtech on the Silicon Prairie

Discover how Kim Document not only makes your life easier but helps reduce risk and provides valuable data analysis by taking your existing MS Word Documents and activating them.

 

Document Automation

We have reached a tipping point when it comes to document automation.  You no longer need complex document automation platforms or long implementation projects. All you need is your existing MS Word documents which you tend to "save as" and then edit time and time again.  Kim's power is the ability to automate from the documents you already have.  

Benefits:

  • Documents can be generated, and information gathered with greater speed.
  • Create data-rich documents that allow you to gather information, analyze the outputs and make the data available for future use.
  • Get more done with the same number of resources.
  • Optimize internal processes by simplifying day-to-day tasks.
  • No more rekeying of information, which is subject to human error.
  • Improved client / employee experience.

Use Cases:

The use cases listed below could be almost any documents that have been activated through web applications. For Insurtech on the Silicon Prairie, we have chosen the following use cases as we feel they will resonate with this audience, but the use cases are endless.

USE CASE #1

Compliance Checklist

We have chosen the Property and Casual Annual Life / Fraternal Filings Statement to demonstrate this Use Case as we believe many of you will be familiar with this compliance area.  This annual statement requires acknowledgement of both content creation and approvals across many areas of the business.  How our solution can help:

  • Use a webform to capture response(s).
  • Save as a draft for as long as needed.
  • Open the draft and continue updating response(s).
  • Generate a PDF at any time and download it to save or print.
  • Once submitted, you will have a record that you can send, share, update, collaborate, etc.
USE CASE #2

Insurance Fraud Contacts

Insurance companies need to gather information on fraud contacts.  This information is normally standardized which means you can create one data capture point and share it with staff.  All data captured is stored in a central repository which can be updated at any time. How does Kim Document help?

  • Use a webform to capture response(s).
  • Generate a PDF at any time and download it to save or print.
  • Once submitted, you will have a record that you can send, share, update, collaborate, etc.
USE CASE #3

Company Code Application

Insurance companies require a company code application for all lines of business.  Creating the form and sharing the webform link with staff, can help simplify the process.  All responses are stored in a central location and staff have a managed record that they can locate, update and work on as needed.  If you need to create a different code application, simply clone and edit the document. Quick steps to how Kim Document helps:  

  • Create and use a webform to capture response(s).
  • Generate a PDF at any time and download it to save or print.
  • Once submitted, you will have a record that you can send, share, update, collaborate, etc.
USE CASE #4

Automate any of your existing MS Word Documents

Next-generation document automation takes the hassle out of creating those same documents over and over again.  Using your existing MS Word document, simply add data tags to capture the information you need such as name, address, age, etc. and turn your standard documents into data-rich documents.  

Types of documents include: 
  • Proposal Forms
  • Renewal Forms
  • To whom it may concern letters
  • Compliance
  • Regulatory
  • And more...

 

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