Departments of Insurance

Vigilant regulation of all agencies, insurers, license renewals, complaints, and histories can be overwhelming and time consuming to file and, later, locate. These complexities only thicken when trying to manage both regular and investigative cases.

With OnBase serving as your single, central repository for all case information, including phone calls, emails and more, organizing your records is done with just a few clicks. Integrative with all pre-existing business applications, users and authorized parties have access to all necessary information from a single, familiar interface. This is a double win for investigative cases, which can securely be shared with prosecutors, auditors and all other case-affiliated parties for a streamlined, transparent investigation conducted directly out of the system.

Gone are the days of emailing yourself and printing off photos, documents and other information collected during an on-site audit or visit.

Equipped with OnBase’s mobile briefcase capability, auditors have all the access and capture capability needed without connectivity as a prerequisite. From their iPad, Windows tablet or other mobile device, auditors quickly and clearly capture all documentation, where each piece is then automatically funneled into the digitalized audit system.

Perhaps one of the department’s most valued services is fostering fair competition, sustainability and economic growth within the insurance community.

As a portal-type solution, OnBase allows agencies and brokers to make web accounts for their agents, cultivating a self-service environment for notifying and validating annual license renewals and continuing education certificates. Agents simply log in to their account and upload certificates and all other licensing information. From there, investigators and auditors can quickly and easily confirm an agent or agency’s good standing.