Data Management Solutions for Insurance Companies.
Bring disparate sources of content together for a complete picture of your customer relationships.
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Trusted by Some of the World’s Most Notable Brands
We can help you migrate from any legacy ECM solution.
Our experienced team of content services experts have migrated our customers from many of the top legacy ECM solution providers, maintaining the integrity of their content while minimizing disruption to their business – in weeks, not years.
Ensuring a better insurance content experience.
Embrace the future of seamless data management solutions for insurance companies. When you can effortlessly manage policy holder information, claims, EOBs, and individualized file retention for underwriting and reporting, you streamline processes and uncover efficiency. Our user-friendly solution offers lightning-fast search and extraction capabilities, giving you instant access to crucial content – regardless of file size.
See every part of the customer relationship in one place.
Our software enables you to move from several sources to one, giving you a holistic view of everything from customer service-related content to EOBs to payment documentation or check images, regardless of file type. It functions as an insurance document management system that helps teams find and use the right content faster.
Policies are for customers. Protection is for you.
Maintain access and storage of everything from inspection reports, policy files, change requests, EFT requests and more, with software that maintains the highest level of content integrity and compliance.
Reduced human error. Increased customer satisfaction.
Our insurance content management software eliminates the need for manual document recreation, reducing operational mistakes, adverse legal action and costs. It also securely captures, processes, archives, and distributes all internal policies along with customer uploaded documents.
The software for modern insurance.
Migration
Automated Tools
Our software enables content to be seamlessly moved from your current system to ours. Our automated migration tools offer customizable user permissions to allow data to be pulled proactively or when needed. This translates to less time required for the uploading and downloading of files.
Repeatable Processes
Benefit from cost and time savings during migration. Our software has been built on years of experience to enable tasks to be repeated during migration, creating extreme efficiency.
Earlier Accessibility
Benefit from our parallel migration capabilities that allow you to migrate data from your mainframe into our system and access the latest information you need – all while continuing to migrate the rest of your legacy content in the background.
Automation
Auto Report Delivery
Create personalized content reports and manage your daily tasks. Save time on regular search and validation tasks and have the reports sent to you featuring just the specific information you need – down to a single line of text.
Report Notifications
Our software is designed to automatically alert users when content has been extracted and when it is available to be reviewed. You can count on a higher level of risk avoidance as you let the software perform accurate search functions for you.
Bundle Reports
As reports come in, they can be processed in a way that collects information from multiple reports. Users can then be automatically notified of where their requested content is or they can be sent the package automatically. This feature helps with compliance as well by bringing the right and complete amount of data needed to meet regulatory requirements.
Flexible API
Our robust software is designed to allow you to build your own automation capabilities on top of our software. This enables you to customize your automation experience.
Security & Compliance
Security: Granular Security
Maintain absolute control over who sees content and when. Define who can access information at the folder level and the document level, and even attain content within a document. Use powerful index and topic filter rules to limit what a user can see through role-based access.
Security: Existing Authority
Have the power to integrate our software with your existing authentication methods. We help you enforce authorization by building our software to fit any model of permission you choose to implement.
Content Compliance: Regulation Support
As new compliance rules come into existence, such as GDPR and other federal and state level regulations, our software is built to meet them. Stay current as you handle consumer requests, including the removal of content that is deemed out of compliance – without affecting or impacting the rest of the stored information.
Regulatory Storage
Achieve cross purpose regulation compliance to satisfy strict content maintenance and storage terms.
Comprehensive Data Masking
Have the most robust tools and user filters for hiding PII and other sensitive customer information. Be able to set parameters for granular level masking for select content such as account numbers, or a range of numbers and social security numbers within documents.
Integration
Restful API
Our software is designed to allow customers to build tools on top of our system. This ensures that every function that our software contains is available to you. Maintain full capability to search, retrieve, upload information and more, no matter what program you integrate.
Extendable Applications
Systemware maintains the ability to write custom application modules into applications on top of our product, allowing us work seamlessly with other systems, feeding and receiving content. We can build integrations and middleware into external applications from within our system. This enables configuration upgrades and additional customer processing, as well as the ability to integrate with third-party systems.
Records Management
Records Destruction
Elevate risk avoidance and ensure the complete removal of documents or individual pieces of sensitive content from within documents based on variable storage parameters.
Records Categorization
Our software dynamically sorts and categorizes documents and content for easy, efficient, and compliant retrieval. As you store data by type, such as accounts, communications or bookkeeping, our software manages storage to ensure content is retained for the legally defined time period.
Records Security
You can be sure that we have included the highest grade of security protection and follow all the latest standards to guard against unauthorized access to sensitive information.
Records Retention
Be able to retain and enforce retention policies for content. With event-based retention capabilities, you can keep content until a specified date or until a defined existing account status changes.
How We Do it.
Our proprietary 5-step migration process provides an efficient way to connect, access, and manage content stored in legacy ECM systems. Our proven content migration tools and strategy ensure your organization’s data integrity, business continuity, and fast time-to-market requirements are fully met – and exceeded.
Don’t just take our word for it…
Read what our customers think on G2.
What Are Data Management Solutions for Insurance Companies?
Data management solutions for insurance companies provide centralized control over policyholder information, claims documentation, EOBs, underwriting files, and reporting content. These insurance data management solutions combine secure content storage, governed access, insurance workflow automation, and structured migration capabilities to improve operational efficiency and regulatory readiness.
FAQs
What are data management solutions for insurance companies?
Data management solutions for insurance companies centralize and govern policy, claims, underwriting, and reporting content. They help insurers improve access, control, and operational efficiency across distributed systems.
What is an insurance document management system?
An insurance document management system organizes policyholder records, claims documentation, EOBs, and underwriting files into a unified, searchable environment, improving retrieval speed and oversight.
How does insurance workflow automation improve claims and policy operations?
Insurance workflow automation reduces manual steps in routing, packaging, reporting, and distribution. It helps teams respond faster while maintaining consistency and compliance controls.
What does insurance data migration include?
Insurance data migration involves securely moving legacy policy, claims, and reporting content into a modern system while preserving structure, access permissions, and usability.
How do these solutions support compliance and retention?
Data management solutions enforce policy-driven governance, structured records retention, and controlled access, helping insurers maintain regulatory readiness across content lifecycles.
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