Insurance


Streamline customer communications and document archiving processes.

Insurance companies across the U.S. have invested heavily in purchasing composition software, equipment, and personnel for managing customer communications and customer service portals.

DNI offers a unique approach in working with clients to understand what is working internally vs. what areas can be outsourced to increase employee efficiencies and reduce costs.

Insurance companies have also been challenged by operating multiple administration platforms which provide struggles internally with managing customer documents and historical information. With the pressures to retain customers you need your employees to have quick and easy access to customer documents. DNI provides a document management and delivery platform that will give your employees and customers easy access to information. Imagine a document repository where your employees will only have to look up an account number and see all associated documents for that policy holder. Eliminate the hassles of looking up records on multiple platforms or having to assign IT resources to projects for archiving documents.

Solution Categories:

  • Outsource solutions for document production and mailing.
  • Electronic document delivery and messaging through email, SMS, and IVR channels.
  • Disaster recovery solutions for clients who retain in-house print & mail processes.

Projects:

  • Statements
  • Policies
  • ID Cards
  • Premium Notices
  • Past Due Notices
  • Marketing Pieces
  • Direct Mail
  • Email Campaigns
  • EOB’s with checks
  • Agent Notifications / Communications

The DNI Delivery Option Center (DOC) will allow you to schedule, track, and manage all customer communications through one centralized platform:

Customer Profile

Stores customer contact information including which method of communication he/she prefers as well as preferred payment method.

User Management

Create new users for employees as well as customers. Contact information, usernames, passwords, and permissions are assigned by administrators of the platform.

Web Proofing

Allows your team to review files and samples before releasing a file to process. Quickly search for records by name or account number. You can omit or delete certain records from the file and release the remaining records for processing.

Dashboard

Provides historical information on files processed including date received, number of documents, and status of the files.

Record Search

Utilize advanced search methods to review customer records regardless of document type with options to combine documents into one PDF.

Payments

Easily manage customer payment history with search tools including invoice number, status, amount, payment type, account number, and payment date.

Reports

Review any item from a series of reports including delivery activity, customer enrollment and activity, payment history, employee activity, billing summaries and disclosure unacceptance report.

DNI has proven experience in helping insurance companies streamline internal and external communications with employees, agents, and policy holders. Let us help you.

Contact us today for more information.