Phoenix Document Management Software: The Gateway to Success

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Phoenix Document Management Software The Gateway
to Success
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Phoenix Document Management Software

• Ever wondered what makes some insurance companies
  so successful?
• Year after year regardless of market conditions,
  decreased spending, and even natural disasters
  they still seem to post profits.
• So whats their secret?
• Phoenix document management software!

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Phoenix Document Management Software

• Its clear that competing in a tight economy
  requires insurance companies to get tough but
  can you do it while still maintaining efficiency
  and compliance, while still making a difference
  to your customers and employees?
• Conditions like these demand that you think about
  your business differently.
• A trusted resource in the industry, hundreds of
  insurance companies have called on Phoenix
  document management software to help them achieve
  long-term success.

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New business gateway to success

• The success of your company depends on you and
  your team. You determine the companys growth and
  competitive advantage.
• The faster you issue policies and process
  renewals, the happier you keep your producers.
  This will determine whether you win or lose
  market share.
• Phoenix document management software can help you
  win. Hundreds of insurance companies use this
  software to help bring more business in the door,
  underwrite it faster and attract the best agents.
  

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New business gateway to success

• By ensuring consistent, reliable, and secure
  document management Phoenix document management
  software can be the difference between business
  as usual and achieving your growth potential.
• Phoenix document management allows insurance
  companies to
• Automatically assign and route applications to
  increase revenue opportunities
• Increase policy production without increasing
  headcount
• Provide agent force visibility to the most
  consistent, accurate, up-to-date data from
  anywhere

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Make Your Customer Service Worth It

• You only get one shot to make a difference to
  your customers.
• They dont call or e-mail or fax to say hello or
  see how your day is going. Most often, theyre
  reaching out because of a major life eventa
  birth, a death, an accident, a tragedyand they
  need you.
• Customer service is critical to insurance
  companiesdone well, it makes a huge difference
• Its not just about picking up their call by the
  second ring.
• Its about answering their questions immediately
  and accurately.

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Make Your Customer Service Worth It

• Thats where Phoenix document management software
  comes in.
• Customer service is the key differentiator in a
  shifting market. Would your customers be
  reassured if they saw what happens behind the
  scenes? During the worst of times, customers come
  to you with great demands and high expectations.
• Phoenix document management software guarantees
  you wont let them down by allowing you to
• Automate touch points to increase meaningful
  customer communication
• Respond to customer inquiries faster and Ensure
  consistent, timely customer communication
• Enable single-call resolution and self-service
• Identify your best representatives with process
  transparency

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Operations The Hidden Keystone

• The operations teamsfrom accounting and finance
  to human resources and agency communicationsmight
  not be the first to come to mind when you think
  of an insurance company, but that shouldnt
  discredit their importance.
• These teams are the backbone of every insurance
  organization.
• Often found drowning in paper, operations
  employees are bogged down by repetitive, mundane
  tasks that could be automated to save money and
  time.
• Phoenix document management software allows
  operations teams to work on the projects they
  were hired to do instead of spending all their
  time managing paper.

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Operations The Hidden Keystone

• In addition to resolving document management
  issues, Phoenix document management software
  increases employee productivity and morale,
  giving them the time and motivation to make a
  difference for you.
• Phoenix document management software allows you
  to
• Automate agency communications in real time,
  including commission statements and policy
  changes
• Simplify order processing and three-way matching
• Never recreate a document againintegrate with
  virtually any ERP and HR system, including SAP,
  Lawson, and PeopleSoft
• Shorten the hiring cycle to find and hire the
  best people

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About the Author

• Ron Thompson, Jr. is the owner and CEO of OSAM
  Document Solutions, Inc. OSAM provides dynamic,
  customized document management solutions. For
  more information about Phoenix record management
  software, visit http//www.osaminc.com/.