PaperClip Incorporated

Paperless document management – the easy way

With PaperClip Incorporated, insurance agencies start by creating an electronic client folder within PaperClip32, a software program locally installed on their computers or centrally accessible via the Internet. Each electronic client folder is linked directly to the user’s current agency management system, and can be easily identified and tracked by the case number, insured’s name, social security number, date of birth, policy number and other key fields.

Convenient access to data

As with paper folders, the electronic insurance folder becomes the central repository for all documents, including:

  • Applications
  • Authorization forms
  • Delivery requirements
  • Inspection reports
  • EKGs
  • Questionnaires
  • Lab results
  • Motor vehicle reports
  • Financial statements
  • Illustrations
  • 1035s
  • And more...

This central repository for documents can be accessed from multiple applications and locations, enabling multiple users to access the same folder simultaneously.

Now, instead of printing electronic documents, insurance documents are maintained in their original digital format, effortlessly transforming a traditionally paper-based process into a paperless one. That is, when a fax comes in, it is electronically routed to the intended electronic file without ever being printed. E-mails and electronic documents are easily filed, and paper documents are quickly scanned to produce a digital replica.

Underwriters, processors and agents

Instead of printing and manually filing documents, PaperClip enables users to keep documents in their native electronic format and file them in virtual filing cabinets that mimic a company’s current filing systems.

Paperless document delivery

Whether users are receiving or sending documents, PaperClip’s Internet eXpress Suite document delivery service enables users and their trading partners, branch offices and field offices to efficiently exchange electronic documents. This document delivery service ensures the secure transmission of document packages, and enables users to easily track transmitted documents.

Archiving made easy

Whether or not an application was initiated and processed electronically, PaperClip provides the tools to securely and efficiently store final documentation in electronic format. The technology eliminates the need for costly storage and cumbersome document retrieval.

PaperClip has a profile for you.

Profile One - Life Insurance Agent / BGA Registered Representative

  • Scan to Windows folders.
  • App volume 25/month.
  • Submit to 10 BGAs, BDs, carriers and firms.



Solution:
The Capture Place

Profile Two - Life Insurance Agent / BGA Registered Representative

  • Outsourced industry server.
  • Industry standards.
  • Regulatory audit compliance.
  • App volume 100/month.
  • Up to 10 users.
  • Submit to 160 BGAs, BDs, carriers and firms.

Solution:
vcf4Life
vcf4Securities / vcf4Compliance

Profile Three - Life Insurance Brokerage Broker-Dealer Agency

  • Outsourced dedicated server.
  • Industry and custom drawers and Doc types.
  • Regulatory audit compliance.
  • App volume 400+/month.
  • Up to 30 users.
  • Submit to 160 BGAs, BDs, carriers and firms.

 

Solution:
Virtual Client Folder

Profile Four - Life Insurance Brokerage Securities Broker-Dealer

  • In-house enterprise server.
  • NAILBA imaging standards.
  • FINRA files, logs standards.
  • Custon drawers, doc types.
  • App volume 400+/month.
  • Up to 1000 users.
  • Submit to 160 BGAs, BDs, carriers and firms.

Solution:
PaperClip32, Network Object Storage System, Worlflow, WebServer , Document Recognition, Audit, Barcode,.

Whatever your profile, we have the solution.

All Solutions work with...
Internet eXpress, eM4 Compliant Email, EDX Package Archive, Disaster Recovery, Business Continuation, vcf4Compliance.


Imaging Implementation Guide