Integrations optimize efficiency a number of ways. Decisions about what kinds of integrations an insurance organization will deploy depend on user roles and needs, the degree of automation the insurer is looking to achieve and which business processes it’s looking to streamline. Designed primarily to improve user-initiated interactions between systems, the most basic integrations provide users the ability to retrieve documents and files from within their application screens. Some insurers have achieved efficiency by building this basic-level integration between their claims, policy admin or ERP system and their document management solution. One of the benefits, for example, would be the ability for a user to automatically populate indexing fields with the data values from those core business applications when they are importing documents into their document management system.

The information travels in one direction – either from the core business application to the document management system or vice versa, depending on the task at hand… 

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