eDocs

What's faster and more secure than fax, email or regular mail? eDocs. Every day agents and carriers need to share insurance documents, including policies, endorsements, and client information. eDocs enable you to do this securely and efficiently, right from within the agency management system. The information you need can be directly downloaded from the carrier's system to the agency management system where it is automatically attached to the client and/or policy. It is faster and more secure than fax, email, and postal mail.

eDocs is a win-win for all involved. For agents, it allows a seamless workflow from carriers that can be easily audited. For carriers, it reduces expenses associated with the creation and delivery of paper policies.

For Agents: Talk to your carriers about using eDocs now.

For Carriers: If you offer this capability make sure your agents are aware and utilizing it to its full potential.

 


For additional information:

How Agents Are Using eDocs and Messaging: Hear how agents automatically receive policy, billing and claims information from their carriers.

Schultheis Insurance Improves Customer Service with IVANS: Schultheis Insurance automates eDocs and Messages download to improve agency workflows and focus more time on serving clients and building their book of business.

Getting Started with eDocs & Messages: Everything you need to know to start using these digital tools.

NetVU University - eDocs and Messages: Access videos that demonstrate how to setup and use eDocs and Messages on Vertafore platforms (Note: Will need NetVU login credentials to access)

Technology: Save a Tree, Boost Efficiency: How eDocs can benefit both agencies and carriers

eDocs and Messages Download: Why and How They Can Make a Big Difference: Benefits of effective document management for improving agency workflow

Why Your Business Should Be Leveraging Automated Servicing Technology: How automating communications via eDocs and messages download can improve your business

Become an Industry Influencer, Encourage Your Insurance Carriers: How to help spread the digital transformation by convincing insurance carriers to adopt eDocs.