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VirtualClientFolder VirtualClientFolder is an all-inclusive document management, new business processing and document delivery solution, which agents, brokers, service providers and insurance companies can leverage as a web-based solution installed locally on a server or accessed as a hosted web-based service. Virtual Client Folder works seamlessly with a user's current agency management software, whether it is an off-the-shelf, custom, or host-based green screen application. Virtual Client Folder is accessed securely via any Internet connection, and can be deployed to meet the needs of insurance and financial professionals who are looking for an easy, cost-effective and collaborative solution for paperless new business processing. Virtual Client Folder adds extensive functionality to current applications, providing a complete imaging and document management solution for the desktop, the departmental work group, or the entire organization. Virtual Client Folder features browser-based document scanning, intuitive drag and drop interface to upload documents directly to a folder, print to Tiff capture, and barcoded scanning and faxing of documents. Virtual Client Folder includes a powerful workflow tool, which enables users to automate the new business processing from application to carrier delivery. Virtual Client Folder is integrated in minutes with effortless point and click integration and no programming. It is a per user subscription-based service that offers a single drawer repository with storage for unlimited pages, and storage for the term of the contract. Additional drawers may be added. PaperClip document delivery exchange services are included. Paperless document management - the easy wayAgents, brokers, service providers and insurance companies start by creating an online client folder in VirtualClientFolder. Each web-based folder is linked directly to the user's current agency management software, and can be easily identified and tracked by the client's social security number, name, address, and other key fields. Convenient access to data As with paper folders, the online folder becomes the central repository for all documents. This central repository can be accessed from multiple applications and locations, enabling concurrent users to access and work in the same folder simultaneously. Now, instead of printing electronic documents, 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.  Processing status at a glance Upon creation of a client file, VirtualClientFolder instantly tracks the status of documents, providing easy-to-access information every step of the way. All client documents are efficiently tracked and clearly identified in the centrally accessible online client folder. Staged workflow approach VirtualClientFolder provides an intuitive, staged workflow approach that ensures that required documents are efficiently submitted, processed and validated. At first, documents are received from multiple sources, and are automatically placed in the appropriate online folder and labeled as "Received". Instead of a serial process of routing a document from one entity to the next, permitted users have concurrent and instant access to all documents online and can search, retrieve, and review documents via the intranet or Internet. Archiving made easy VirtualClientFolder provides the tools to securely and efficiently store documents. The technology eliminates the need for costly storage and cumbersome document retrieval. Paperless process across the distribution channel VirtualClientFolder enables all segments of the distribution channel to collaborate and benefit from the paperless process. Whether VirtualClientFolder is hosted on a local intranet by the agent, general agency or insurance company, or offered as a hosted service by PaperClip Incorporated, VirtualClientFolder gives users the ability to scan and upload documents into a centralized location, where documents can be shared and exchanged by authorized parties in the distribution channel. Collaboration throughout the Enterprise  |
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| An investment that quickly pays for itself | ||
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Document delivery costs are reduced by at least 75 percent compared to standard courier fees |
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Eliminates paper costs, including copying, faxing, shipping and archiving | |
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Reduces the time to process new business | |
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Eliminates costly paper archiving and the associated retrieval challenges | |
Efficiency that generates results |
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Enables concurrent user access for collaborative document processing | |
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Puts an end to lost, misfiled, or misrouted documents | |
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Enables users to follow the same workflow steps regardless of selected document delivery method | |
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Ends the submission of incomplete documents | |
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Dramatically improves customer service | |
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Ensures user acceptance thanks to ease of use | |
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Helps comply with information privacy acts | |