Client Success: Fortune 1000 Firm Modernizes Document Operations with ImageTrust
How a large financial services firm eliminated manual document handling, accelerated service delivery, and built an automated intake operation they
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Our client is a State agency in NC tasked with administering and adjudicating claims filed under the Workers’ Compensation Act. The agency strives to provide reliable, accurate, and efficient processing of legal filings and forms for its stakeholders, aiming to ensure customer satisfaction.
Simple and reliable electronic filing access is essential for the stakeholders in the workers’ compensation system who need to upload agency forms, legal filings, and supporting documentation. To better serve its stakeholders, the agency required a more efficient case management system to ensure seamless interaction between the electronic filers and the service agents.
Processing legal filings and forms in workers’ compensation claims is information-intensive, may require multiple interactions among parties, is time-sensitive, and is critically important to employers, insurers, injured workers, and other stakeholders in the workers’ compensation system.
Image Access integrated its ImageTrust product with the client’s existing Box and Salesforce platforms to achieve the document and content indexing and processing functions required by the client.
We partnered with Box and Publicis Sapient to assess, design, and implement a comprehensive, modern integrated case management system for the State of North Carolina, leveraging ImageTrust, Salesforce, and Box.
ImageTrust software provides the agency with a simple and intuitive experience that guides them through content upload within the ImageTrust interface of the portal resulting in reduced errors that impact downstream processing.
The case management tools present in Salesforce allow the service agents to manage and resolve requests more efficiently, which enables the agency to better administer and adjudicate claims filed under the Workers’ Compensation Act.
To keep all agency files securely stored, Box, an industry leading cloud-based content management system, was leveraged. The integration between Box and Salesforce gives the agency’s teams a fast, flexible way to collaborate.
Agents can now assign tasks, comment on files, and stamp and execute documents
Share files with authorized external stakeholders and non-Salesforce users
Seamless implementation with a built-in native integration to
Accelerates claims intake, review, and settlement, ensuring injured workers receive timely care and benefits
Our Customers
The Reviews Are In
“We needed a solution that could provide a guided workflow for users to upload documents into Salesforce. One that would ensure the collection of required metadata and do things like enforce file naming conventions, etc. ImageTrust is working great for us and the service and support we have received has been excellent.”
– CIO, State Agency
Leverage ImageTrust to streamline and modernize your case management workflows today.
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