Insurance companies provide one of the most important services to people by protecting them from financial hardship during unexpected events. This comes with multi-step document processes that aren’t always as efficient as they could be, which prevents insurers from fully maximizing their profitability and staying focused on their customers. Manual, or even just inconsistent work can cause your business to suffer.

Using Rubex as your core document management system can be the key to keeping your processes efficient and reaching sustainable business growth.


What is Rubex?

Rubex is the ultimate tool for anyone with document processes because it can streamline document work that leads to inefficiency. Most insurance businesses have mostly transitioned away from physical documents, but are still running into many of the same problems, such as disorganization, difficulty finding and sharing documents, and an inability to easily share files. Even though the documents are digital, the processes haven’t changed at all. Rubex allows you to use your digital documents to their full potential.

Rubex provides the following five key benefits to streamline all your document-based work.

  1. Organization
  2. Findability
  3. Automation
  4. Security
  5. Collaboration

Making these five pillars a fundamental part of your document-centric workflows will help you get work done faster and with fewer mistakes, so you can give more attention to your customers. Here are the ways Rubex can completely transform some of your most important document processes.


Claims Processing

The effectiveness of your claims processing can make or break the customer experience. Since submitting a claim usually comes after your customer has undergone an unwanted and unplanned event, quickly handling the claim can determine whether or not your customers will continue to give you business.

Claims processing is filled with many manual, time-consuming steps. Routing documents, requesting documents from customers, reviewing, and approving of those documents are just a few of the steps that require your time, energy, and attention.

Rubex can transform your claims processing with its automated workflows. You won’t have to depend on your team’s manual efforts any longer. 

  • Rubex can automatically route your documents for review and signature. 
  • Rubex can request documents, signatures, and forms from your customers, without needing in-person meetings or mail-in documents. 
  • Rubex can give your team the ability to approve or deny claims requests with one click. 

Automating your claims processing with Rubex will not only speed up your workflow, but it will also standardize the process so your customers and team can always know what to expect.



Another one of your standard processes that Rubex can completely streamline is underwriting. Underwriting requires efficiency so that your risk assessment can be done as quickly and accurately as possible. If this is done well, you’re setting yourself up for maximum customer satisfaction and profitability. If it isn’t, your business may miss out on important opportunities.

Underwriting involves a lot of human effort in reviewing the documents and determining whether or not they are a justifiable risk, which can’t be completely taken over by a computer.

On the other hand, collecting the documents needed for underwriting, organizing them, storing them, and extracting their data doesn’t require any human effort and can be completely automated with Rubex. 

Rubex allows you to create a secure link to send to your customers where they can easily upload any of the documents you have requested from them. 

On top of that, when they submit their documents through this secure link or another way, Rubex can automate data extraction from these documents. Rubex can store the metadata so that any underwriting information is easily searchable and can trigger other automated underwriting workflows.

Some of the documents that you may request from your customers are:

  • Proof of employment
  • Driving record
  • Medical history
  • Bank statements
  • Tax history

No matter the type of insurance your company provides, automation will not only make it easier for yourself, but it will also make the process for potential new customers exploring their insurance options completely seamless.


Data Extraction

All the information circulating around your organization can quickly become a mess if mishandled. Manual data extraction is often the source of this confusion. With manual data extraction, your team will have to thoroughly review each form received from a customer to determine what they want and what workflow needs to be applied to that form. Are they submitting a claim? Are they adding a new policy? Are they returning the paperwork that you requested?

With Rubex’s automated data extraction, you’ll be able to extract data automatically and immediately determine what process that form calls for before you’ve laid eyes on it.

Automated data extraction helps you start a process and assists you within that process—like underwriting and claims processing as discussed above.

Rubex uses Zonal OCR to make this possible, which can extract key metadata to be used for future purposes, such as triggering workflows, further organizing data, and searching. Instead of having someone devoted to all data extraction, you can use one system that will automate it along with a number of other tedious document-based processes.



Traditional insurance processes are often demanding, time-consuming and complicated. But they also call for complete accuracy as their customers depend on them during certain hardships.

Rubex can completely transform those difficult processes into something much simpler. As your team lets Rubex do the heavy lifting, you’ll be able to be attentive to more customers in a shorter period of time. Automation is the missing piece that will help you achieve sustainable growth.

If you’re ready to maximize your organization’s potential, let’s chat today.