Revolutionising insurance workflows with mobile document scanning

Mobile applications have emerged as vital aids for insurance agents, enhancing their workflow efficiency and elevating customer service.

Scanbot SDK recently delved into the significance of mobile document scanning within these apps, exploring its impact on insurance procedures and client satisfaction, as well as how you can incorporate it into your application.

Acting as a bridge between individuals or businesses and insurance companies, insurance agents often use mobile apps provided by the insurers. These apps streamline several tasks, such as customer data management, generating insurance quotes, and claim processing.

Since insurance involves substantial paperwork, having an efficient document scanner incorporated into these apps can be a significant time saver.

One of the many advantages of an insurance agent app is the capability to scan and upload documents directly from mobile devices, enhancing the agents’ effectiveness and adaptability. This leads to improved customer service, cost reductions, and heightened security.

Mobile scanning accelerates client-related processes, including registration, onboarding, claim processing, and policy renewals. This not only saves time but also slashes costs by replacing paper-based procedures and eliminating manual data entry.

A swift and straightforward claim processing system is crucial for insurance clients. With the ability to scan and directly upload documents to a client’s digital file, agents can lodge claims within minutes rather than hours or days.

With mobile apps, agents can respond promptly to client inquiries irrespective of their location, without needing to be physically present in their office. This flexibility helps them build stronger client relationships, boosting client retention and sales.

A document scanner with integrated encryption and secure data transmission enables agents to store and transmit confidential client data safely. Even in a data breach scenario, encrypted storage and transfer safeguard sensitive information, including social security numbers, bank details, and medical records.

By harnessing Optical Character Recognition (OCR) technology, agents can automate data entry, avoid errors, and enhance efficiency. OCR technology can extract key-value pairs like a customer’s name, date of birth, and address from ID cards and other documents, accelerating the registration process.

The easiest and quickest way to incorporate document scanning or OCR functionalities into your insurance agent app is by using a Software Development Kit (SDK). An SDK provides a suite of tools, resources, and documentation that developers can utilise to integrate specific software components into existing applications.

Scanbot’s Document Scanner SDK and Data Capture SDK operate entirely offline, ensuring robustness and security for mobile data capture. With a sleek and user-friendly interface, users can use them effortlessly from the first instance.

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