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Solution Vertical

Insurance Document Management

From one-person shops to Fortune 100 companies, Revver has helped hundreds of insurance businesses develop a customer-first strategy by leveraging our advanced insurance document management system. With Revver, you can start streamlining new policyholder onboarding, claims processing, and other document-dependent work.

Why Revver

The Key to Driving Insurance Efficiency

Revver can help you optimize your insurance workflow, enabling you to accomplish more without the need to increase your current employee count.

  • Increase operational efficiency through automation
  • Accelerate processing times for new policies and claims
  • Enhance security and insurance compliance by reducing human error and standardizing and automating business processes
  • Improve policyholder onboarding and lifecycle
  • Deliver differentiated customer experiences by focusing vital resources on policyholders, not on documents and document-dependent work
Core Use Cases

STREAMLINED INSURANCE DOCUMENT WORK

Organized, automated, and compliant document work across your organization.

5

Client Onboarding

Manage all new policyholder paperwork in an organized, consistent, and accessible way.

5

Simplified Claims Workflow

Automate document collection, routing, and approvals so you can get your policyholders paid faster.

5

Client Management

Consolidate client documentation into a centralized location for all parties to access as needed.

Key Features

INSURANCE DOCUMENTS THAT WORK FOR YOU

Insurance documents and their associated tasks won’t ever take precedence over your customers again.

Automated Data Extraction

Automatically extract usable data from documents that can be used for full-text searches and automated workflows.

Document Requests With Guest User Access

Provide a secure and organized hub for collaborating on all document-dependent work with policyholders.

Instant Findability

Locate a specific file amongst thousands of documents easily with advanced full-text and metadata searches.

Automated Storage Structure

Maintain a consistent folder structure that automatically includes all the necessary documents for each new client file.

Impact

IMPACT ACROSS THE ORGANIZATION

Revver’s practicality also extends beyond insurance, offering an efficient insurance document management system that can be implemented across all aspects of your business.

HR

HR

Accelerate onboarding, benefits management, and other employee-driven document work with Revver. HR can stay focused on the people, instead of the document work.


Legal

Legal

Automate every step of the contract lifecycle with Revver’s streamlined data collection and document routing. Maintaining compliance is completely simplified for all those in legal-minded roles.


Accounting

Accounting

Keep your business’s finances accurate and organized with accounting tools from Revver. For billing, bookkeeping, auditing, and taxes, leverage Revver’s advanced organization and automation capabilities.


IT

IT

Keep vital data and access to applications secure with Revver’s admin tools and protocols that are easy to implement. Furthermore, you can create and store IT documentation in a secure and organized manner.


"I can’t recommend Revver enough. The product is spectacular, but the support staff is much better! After all, it is the service that we are purchasing in the end. "

Don C.J., Insurance Professional | Capterra

"Revver allows my business to have every client document, marketing file, and expense worksheet right at our fingertips. We have avoided many customer issues and definitely increased our sales by the organization that Revver has provided us."

Benjamin F., Insurance Professional | Capterra

"My company did not have a uniform way of organizing our documentation. That's when I found Revver. It's so easy to use, and great for keeping staff abreast of the latest revisions to plan coverages. No more having to worry about people not having the correct or outdated information. Being able to search for documents has ceased to be a chore!"

Matthew M., Insurance Professional | Capterra

Perspective

THE INSURANCE GUIDE TO PROCESS AUTOMATION

eBook

The Insurance Guide to Process Automation

Through exceptional insurance document management, you can drive results that benefit the entire business, from time and cost savings, improved quality, employee satisfaction, and even revenue generation.

Meet Revver

Put your documents to work with the world’s first platform to automate document-dependent work.

Revver Overview >

Transform document-dependent work to a powerful source of growth and positive impact.

Why Revver >

Analytics and reporting on the work being done across the platform, to fuel improvements and efficiency gains.

Revver Reports >

Learn more by use case
Employee management

Automate HR-related document work for personnel

New business onboarding

Power new business through document-based processes

Client management

Digital hub for collaborating with customers on all document work

Repetitive operations

Automating repeatable document-related business processes