Products

Our product suite allows your organization to create, manage, distribute, and deliver business-critical content enterprise-wide. From content management, to workflow processing, to work management, and reporting tools, we have a focus on the insurance industry and the business process as a whole.

Document Management
Instant access to folder contents and information is available through both a desktop application and a web-based application, allowing agents and other outside users to view documents from the field or the office. The applications are interchangeable, allowing organizations to decide which solution is the best fit for their company and users.

AcroSoft Documents
AcroSoft Documents is our client-server document management component that provides a comprehensive view of various electronic file formats in a user defined virtual cabinet. Users can manipulate and manage document and folder views using an assortment of features and functions accessible from the application. Stand-alone, working in tandem with other systems, or seamlessly interfaced into a processing application, our document management solution provides the perfect complement to data and business processing.

AcroSoft AnyWhere-Documents
AcroSoft AnyWhere-Documents is our web-based document management solution. AcroSoft AnyWhere offers many of the same functions as AcroSoft Documents, including the ability to organize files, upload documents, annotate images, view multiple file types, and overall security—all from within a web-based interface. With the ability to secure features and particular folders, companies no longer have to worry about information getting into the wrong hands. Your company and clients are protected, while still allowing access to those who need it – when they need it, where they need it.

WorkFlow Management
We offer a variety of workflow solutions to meet the needs of your company. Our rules-based workflow engine is easily customizable, and requires no technical expertise or coding to update.

AcroSoft WorkFlow
AcroSoft WorkFlow utilizes rules-based processes that determine where notifications should be sent at any given time during the business processing cycle. Extended capabilities within workflow include the ability to terminate and re-initiate workflow, suspend the process for a period of time, return to a previous step in the workflow and to push to another workflow process as needed. With automated workflows workflow history is saved and can be mined using a variety of tools including AcroSoft Dashboard.

AcroSoft AnyWhere-WorkQueue
AcroSoft AnyWhere WorkQueue is our latest web-based product that creates online inboxes for users to access, linking all users together in a single automated workflow process. Outside users such as agents and clients are able to login and access assigned work, as well as progress workflow processes, allowing workflow process to be used for both internal and external users. All processes are tracked, so work is not lost in between mailings or faxes.

AcroSoft WorkManagement
AcroSoft WorkManagement allows users to be proactive with activity related to documents and folders as well as processes and applications outside the AcroSoft suite of products. The ability to set diaries or future reminders is a core piece of WorkManagement. Activities added via WorkManagement may be standardized or ad-hoc defined with the ability to set priorities on the items. Filters allow users to search for and review task that are due and those scheduled. In addition, this application is open to receive tasks and statuses from other applications, setting it up to become a comprehensive single-source application for managing work enterprise wide.

Intake Options

AcroSoft ScanPlus
With AcroSoft ScanPlus, batch scanning functionality is improved by the use of bar coded separator pages and enhanced document editing features. Even non-batch related processes are greatly enhanced due to a wide-range of image clean-up features, time-stamping, and page manipulation options. Scanned documents can be automatically indexed and pushed directly into an automated workflow process, resulting in the immediate placement of work into the hands of your claims reps, underwriters, and other employees.

AcroSoft FolderMonitor
FolderMonitor process provides an easily configured interface between a process, such as a network-copier scanner, and the AcroSoft document management system. For example: documents scanned via a network-copier scanner are saved to a particular network folder directory. The FolderMonitor process will monitor contents of this folder and automatically import the documents into the AcroSoft system where they are then indexed to the appropriate AcroSoft folder.

AcroSoft EmailMonitor
AcroSoft EmailMonitor allows for the monitoring of selected email boxes, and the automatic import of emails and attachments into the document management application. When emails come in with certain criteria (Policy, Claim #, or any other identifier) the email and contents can be indexed into the document management component and delivered to the appropriate Workflow, Folder or Work Queue list.

AcroSoft FaxMonitor
FaxMonitor provides an interface to an existing Fax Server, and includes the ability to monitor incoming fax queues (from the fax server) and can import faxes based on fax number.

Reporting

Standard Reports
Our system includes a series of reports that provide a client the ability to access and extract information from the content management system. They serve as a foundation to create additional reports with a client’s unique twist. These reports take advantage of folder and document data captured within the AcroSoft system, details of items in mid-workflow and completed workflow items, and reminder and diary item details. For workflow and productivity reporting, this includes the types of transactions, through-put information, user ID of the person who processed a transaction at a particular step, re-assignment of transactions, as well as the time a transaction may have been suspended for further activity. Additionally, other data, such as a user’s security profile or data from other sources, such as an administration system, may be combined to produce comprehensive reports.

AcroSoft DashBoard
AcroSoft DashBoard is a browser-based reporting tool that can graphically represent data from a variety of sources including third party sources like policy or claim administration systems. Reports may be visualized based on the client’s preference, and may also be done via any other report rendering application such as Crystal Reports, SQL Server Reporting Services or other ODBC compliant reporting tool.

Random database queries can also be executed for immediate “need to know” situations. Data resulting from random queries can be exported to an Excel spreadsheet or other system application.

Services

Our skilled specialists partner with companies to meet their business objectives. We offer a 'Live in Five' implementation to get your company installed and up-and-running in just a week. Additional services include Process Analysis, integration services, and training.

We can provide turnkey implementation and integration services if the client chooses to start with Process Analysis. We work closely with clients to define specifications, plan project approaches and timelines and deliver/install the products. We can integrate our software with client software as needed at this stage.

Live in 5
Live in Five is a productive and efficient implementation process that provides the basis for quickly installing the Insurance Content Management® solution, effectively training users, and accurately identifying client specific requirements.

Live in Five is a proven implementation model which provides clients an immediate Return on Investment (ROI). No need to wait months to begin gaining benefits since there are no long project planning or implementation cycles taking up to six months or longer. Live in Five is an implementation plan that is on time, in budget, and guaranteed!

Implementation and training are conducted at your site over a five day period. Activities are driven by Technical and Business objectives. Training is provided in parallel for both technical and business users. Our staff is on-site during the entire week and provides production support on your "Go Live" day.

Training
The transition from a manual to an automated business process can be difficult. But with our variety of training and implementation options, the client chooses the option that they feel is best for their employees. In addition to implementation training, we offer refresher and new employee training.