How Keeping Electronic Files Makes Insurance Agents More Efficient

7/12/2022 (Permalink)

Electronic files make insurance agents more efficient.

How Keeping Electronic Files Makes Insurance Agents More Efficient

Digital document management has made filing an insurance claim for commercial restoration services more efficient for insurance companies, clients and cleanup experts in Huntingdon, PA. All parties benefit from the increased access and communication channels afforded by keeping files online. More than a simple convenience, because insurance companies have digitized the claims process, agents can be more effective when interacting with clients and vendors.

Stay Organized
For an insurance agent, being able to work onsite and online simultaneously helps them stay organized. Agents can use their laptops and phones to:

• Take and upload photos
  
• Type detailed notes
  
• Enter clients’ concerns
  
• Record vendor recommendations and estimates
  
  

The restoration professionals from SERVPRO will also provide pictures of essential items and a thorough list of damaged property. An agent then sends all of that data into a digital file, allowing them to access and retrieve information with the touch of a button. Furthermore, digital files eliminate the need for keeping track of hard copies of photographs and loose papers.

Communicate with Clients and Vendors
Every organization involved reaps the advantages of using electronic files. The most striking difference from sending traditional paper files is how insurance companies, clients and restoration professionals communicate and sign documents. No longer must they print, copy and mail documents to each other. Instead, agents can email and eSign documents. So, sending electronic documents saves paper, but more importantly, this way of doing business saves the time and money spent on postage and waiting for standard mail delivery.

Make Payments and Reimbursements for an Insurance Claim
Beyond staying organized and corresponding, insurance companies can electronically make and record payments to clients and restoration experts. Keeping track of the financial transactions during the restoration process is vital because costs accumulate, and the tangle of who pays who can get complicated.
Technology has revolutionized how insurance companies store and transfer information. The result is that filing and managing an insurance claim is more user-friendly.