Feature Rich Document Management
With the BPS Document Management System your office can now move over to being fully paperless. We store all formats of electronic correspondence
between you and your clients, insurers and sub agents.
You are able to go into a client’s document store and see all
correspondence with full sorting and filtering
by policy, claims, dates and document type.
Just some of the many features available.
Microsoft Word:
Use standard or user defined templates using “fields” to automatically generate letters incorporating data stored in the Partners system.
Copy, batch print, email these documents in Word (pre and post 2007) format or Adobe PDF format (requires Word 2007 or later).
Microsoft Excel:
Generate system or user reports and store them behind client, policy, claim, insurer or sub agent.
Memorandum:
Save notes, telephone conversions, important information that flag up (or not) whenever an operator navigates to a particular screen. All time stamped so a full trail is available.
Scans / Fax:
Store important physical documents in the form of scans or faxes. Using the dragging and dropping approach or an automated import routine.
Miscellaneous:
Store any kind of electronic file. Retrievable by simply double clicking on the file within the Document Management system.
Export data via mail merge facility ready to import into email marketing service providers