Mobile Puts Power in the Field Teams’ Hands

Speed and accuracy are required traits for successful insurance companies. After all, customer service – especially when it comes to claims processing – is the hallmark by which consumers determine whether to stick with their insurance company or start shopping around.

By putting the power of mobility into the hands of insurance agents and claims processors in the field, Hyland Software’s Mobile Field Client can help companies empower their field force, eliminating lost documents, duplicated efforts and wasted time.

"Delivering enterprise content management (ECM) through a mobile device enables field employees to be more effective and efficient anywhere, anytime,” says Ruth Fisk, worldwide director of insurance for Hyland Software. “The ability to carry all info required in the field on a single device is the panacea of the mobile worker."

Mobile insurance employees rely on their mobile devices – cell phones, voicemail, digital cameras, texting and email – to move business processes through the system. Though useful, this media can quickly become disorganized, even lost, without a way to manage the unstructured data.

The power of the tablet PC, armed with a mobile OnBase ECM solution, is changing all that. Mobile workers can now collect information and process that data from anywhere. And that information is immediately sent back to the office for immediate dispensation, keeping the information warp-speed current and making information uploads a thing of the past.

"A mobile solution means increasing productivity by decreasing document processing time," says Fisk.

Mobile Field Client

With Hyland's Mobile Field Client solution, agents have a better opportunity to sign new business fast and accurately. Via tablet PC, agents can visit the prospect’s home or meeting place, make existing documents available to the agent and prospect, have the prospect fill out and sign new forms while offline and sync the forms to an established workflow solution immediately online.