"The deep insurance market knowledge of the Charles Taylor InsureTech team combined with their tireless commitment to excellence in delivery made them a great choice of partner."
COO, Insurance Broker
(Webinar) Digitalise and Conquer: The Power of an Insurance Modernisation Strategy
Join our webinar on Wednesday, 4 December 2024, at 3pm GMT and explore the five elements of Charles Taylor’s modernisation service.
Streamlined workflow
Better document management, process management and more streamlined workflows are among the objectives of the digital transformation projects that are modernising the London Market and beyond, globally. Every day, insurance participants across the world exchange a huge variety and volume of documentation using different channels and formats. This complexity is a drain on time and resources, leads to confusion and errors, and prevents effective collaboration and straight-through processing. It also impacts customer experience and is a significant challenge for compliance.
Explore some of the ways DMS promotes collaboration and provides end-to-end control:
Document versioning
Version control is essential for creating, maintaining, and managing multiple versions of documents as they evolve. DMS enables you to track the history of documentation and will boost collaboration among users working on the same document.
Multi-tenancy
DMS’s shared cloud infrastructure gives you the option of shared or exclusive storage, and clients can manage multiple global or regional operations if needed.
Global position dashboard
This provides an overall picture of documents processed in your company during a range of time.
Powerful search engine
This gives you focus and precision and includes rapid research, configurable refiners, save queries, facets search, and API search.
Microsoft Office 365 Add-ins
DMS includes an Office 365 Add-in that provides users with a one-stop shop for filing and retrieval. It is available as a standalone or an online version.
Web API integration
APIs can link DMS to third-party applications such as OpenTwins.
Drag and drop filing
This reduces time and effort for the user.
Easy configuration
Create categories and document container definitions with their own metadata properties.
Data tables
Create your own data table and use it in your document filing form.
Cloud hosted
DMS is an Azure cloud-hosted SaaS solution.
Document retention and deletion policies
Configure different retention and deletion policies for each document type.
Lookups
External table and API lookups for document attributes.
Naming and filing rules
These use document attributes or external API calls.
Easy to use
DMS is a modern and user-focused system with intuitive controls for simple process management.
Security and compliance
Clear audit trails strengthen security and regulatory compliance.
Get in touch
Contact us to find out more
or book a demo.
InHub is our versatile and innovative technology base. It includes our cloud-based SaaS platform and integration framework, which form the foundation for our Insurtech solutions spanning Digital Transformation, Digital Modernisation, London Market, and Managed Services.
InHub is our middle-layer platform specialised in insurance. Designed for seamless integration, InHub is extensible and acts as a unifying layer to integrate modern technologies with legacy systems.
It adopts an API-first approach, providing modern APIs for efficient interoperability between systems. InHub also integrates with customer ecosystems, bridging the gap between new applications and legacy systems, thus facilitating modernisation efforts.
Our InHub store offers ready-to-use standard business solutions such as personal and commercial lines quoting and issuing portals, self-management or after-sales portals for policyholders and partners, pre-integrated payment gateways, and more.
InHub is an invaluable resource for insurers who want the best technology available backed by strategic advice from experts who understand the insurance industry.
Get in Touch
We would love to help you better understand our solution, walk you through the key features and answer any questions you may have.
Please complete the attached form to get in touch with one of our experts.
"We were looking for a strategic technology partner to work closely with us in our ongoing plans to modernise the group. InsureTech has made a clear long-term commitment to building its business in Latin America and has the global reach to support our growth ambitions. Its solutions and capabilities are also highly rated by independent analysts."
Luis Ramos, CIO, Seguros SURA Corporate