Insurance Agency Market

Agency Market

Critical to today’s insurance industry, agencies must constantly do more with less. Without big IT budgets and with small staffs, you must find ways to take advantage of existing systems and information. OnBase connects your documents – regardless of format – to your agency’s applications. No more switching between applications or hunting for paper. Everything you need to grow your business is in the same place.

In today’s cut-throat environment, agencies need immediate access to the right information to stay ahead. OnBase gives you that assurance.

 Integrate with your agency management system

Integrates with your agency management system

OnBase integrates with your agency’s existing systems. Keep your team in the applications they’re most familiar with.

Read case study about integrating your agency systems

 Meet customer and prospect needs faster with instant documents access

Meets customer and prospect needs faster with instant documents access

No more searching through desks or file cabinets – even when they need a document not stored in your agency management, it’s just a click away.

Read case study about meeting customer needs faster

On the road or in the office, answers are at your fingertips

On the road or in the office, answers are at your fingertips

The best agencies know business doesn’t stop when you leave the office. OnBase gives you remote access anytime, anywhere.

Read about our remote access solutions

Get customer information across product and services

Gets customer information across product and services

See a holistic view of customer information in one snapshot. Respond to – even anticipate – customer and prospect needs in one glance.

Read about one of our solutions to connect multiple systems

Why would I want to connect my structured and unstructured data?

Why would I want to connect my structured and unstructured data?

Unstructured content makes up the majority of an organisation’s information. Improperly managing – or failing to manage – this content is a consistent drain on IT resources. Managing them together brings many benefits.

  • Enhances disaster recovery strategies
  • Ends the cycle of creating custom-coded, one-off solutions
  • Provides a secure, consistent source to access business-critical documents and content
How do I know if OnBase fits in with my organization’s infrastructure?

How do I know if OnBase fits in with my organisation’s infrastructure?

One of the best things about OnBase is its inherent flexibility. The solution provides a codeless integration for virtually any core line-of-business system, including SAP, Oracle’s PeopleSoft, Lawson, ESRI and most industry-specific applications.

  • Provides consistency with one code base, one security strategy and one administrative approach
  • Connects quickly with other applications to act as the cornerstone of your content management strategy
  • Integrates with virtually all Microsoft products, including SharePoint, the Office suite of products and SQL