Document Management Software for Insurance

Increase Efficiency and Eliminate Costly Inconsistencies

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

Document Management Gives Insurance Providers 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 ECM 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

Award-Winning Document Management Solutions for Insurance

Square 9’s document management solutions help agencies streamline and administer insurance information in less time.

Square 9 Enterprise Content ManagementGlobalSearch

Enterprise Content Management

GlobalSearch ECM provides the secure means to eliminate paper-based filing as you manage your policies with far greater efficiency.

Square 9 Business Process AutomationGlobalAction

Business Process Management

Visibility into document workflow provides high customer service levels, allowing users to provide client claims answers quickly, consistently and accurately.
Download the GlobalSearch for Insurance Brochure

Insurance Case Studies

For Insurance Agents, Carrying GlobalSearch® Is a Great Policy ›

Farm Family Central CT implemented GlobalSearch and almost instantly saw a 25% increase in efficiency. The relatively small business takes pride in their at-home services, and with GlobalSearch they can now better respond to their clients with the capability to access secured documents out of office, all while saving them an estimated $25,000 annually.

GlobalSearch® Document Management Software Insures Against Inefficiency and Loss ›

After implementing GlobalSearch, Construction Risk Partners has saved nearly $15,000 annually by downsizing their workforce. GlobalSearch allowed project managers to access confidential documents remotely through a secure and reliable system, streamlining a confident and efficient workflow.
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