Document Management Software for Insurance

Increase Efficiency and Eliminate Costly Inconsistencies

GlobalSearch allows users to process insurance information in less time, with less resources, speeding up processes and keeping clients happy.

Square 9 Gives Insurers the Ability To:

  • Square 9 ECMManagepolicyholder insurance cards, coverage policies and preprinted forms electronically
  • Square 9 ECMStreamlinebusiness processes and provide fast, company-wide access to policy information
  • Square 9 ECMDecreaseadministrative labor costs by eliminating paper-based filing
  • Square 9 ECMAutomateinternal policy management and enforce document-based business rules

Case Study

GlobalSearch Insures Against Inefficiency and Loss

“GlobalSearch really impresses our clients! When a client calls and we need to find a document, I can often retrieve it in just a few seconds and then email it to them while we’re still talking. It’s very satisfying to hear them exclaim ‘How did you get that so fast?’ I estimate that GlobalSearch is saving our firm the cost of one employee-day per week and more than $14,500 in cost savings annually because that valuable time is now being utilized to perform other tasks. ”

Mary Bishop
Senior Client Manager, Construction Risk Partners

How is GlobalSearch Used in Insurance Agencies?

  • Document Management SoftwarePolicy Forms
  • Document Management SoftwareEnrollment Applications
  • Document Management SoftwareClaims Records
  • Document Management SoftwareChange Requests
  • Document Management SoftwareBenefits Packages
  • Document Management SoftwareAccounts Payable
  • Document Management SoftwareAccounts Receivable
  • Document Management SoftwareHuman Resources