• 3 Ways the Insurance Industry Uses PDF

    Posted 1 year ago
    21 Jun 2017
    Insurance Industry

    The PDF file format these days is at the heart of many industries. From its use in the accounting world to its utilities for doctors, it’s one useful software whose range of use is truly vast. One such industry that banks on the PDF for its everyday use is the Insurance Industry. Much of the documentation that is carried out in this industry relies on PDF to make documents universally readable. But with rising trends, the usage of PDF is also evolving. Armed now with modern document management solutions, the insurance industry is shifting from its paper base to a mobile one. So lets take a look at how it incorporates PDF files into its daily use.

    E-Signatures With PDF:

    These days, over 75% of insurance sales start over the phone and deals are often closed when customers and agents aren’t in the same location. Today’s insurance agents therefore need an access way to their customers anywhere, anytime. For this purpose, they can use mobile PDF-enabled applications, giving them the ability to get a client’s signature immediately.

    Then there is also the fact that many of today’s insurance apps with PDF functions also automatically send the completed document back to the agent. This whole mesh of options provides a seamless experience for both agent & customer.

    Form Creation With PDF:

    PDF softwares now offer insurance companies the ability to create forms quickly and easily. Insurance industry personnel in this regard can scan existing insurance forms directly to PDF. They can also create interactive PDF forms from the scanned PDF documents or other PDF files. Such forms can be used to save time and capture data more easily. This means less manual data entry which highly reduces the costs and errors.

    Email Archiving With PDF:

    Getting an automobile or medical compensation claim through insurance is a cumbersome task for any company. The number of personnel involved in the entire process generates loads of documents, many of which are sent through email. And that email needs to be archived to be accessible for a long time.

    In the past, documents had to be printed and scanned in order to save them for digital archiving. But today, there are systems to automate this task. These systems can automatically convert email attachments into PDFs that are ready for archiving. The whole process therefore has transitioned to an automated and easy one.

    In addition to all of this ofcourse, there is always the option of using a complete PDF package and adapt any one of the tools mentioned in this post.

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