ECM for insurance providers

Better customer service

Streamline and speed up how customer inquiries, claims and applications are recorded and processed for faster response times

Expedited claims processes

Accelerate claims settlements & underwriting by promptly putting together the necessary documents & create greater process transparency

Improve resource utilization

Automate manual tasks such as data capture & filing, creating documents for policies or managing deadlines

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Electronic files with workflow management have made our claims settlement perceptibly more efficient and has eased collaborative work and cross-departmental cooperation. They form the basis for new digital services for our customers and partners.

René Schmalen, Head of Claims, Delvag Versicherungs-AG, Lufthansa Corporation

360° view of policy holders

Gather and organize all policy holder information & maintain a complete overview to facilitate fast decision-making and immediate information.

Shorten response times

Automate data entry, bring together incoming mail, emails & applications from online forms and forward them to the right processor.

Optimized claims processes

With automated workflows, you can speed up the review & release steps of claims processes, thereby creating transparentcy and accountability for all areas.

Ensure compliance

Automate document filing and verifiably fulfill retention periods and data protection requirements with no additional resources.

These insurance companies have decided to work with Doxis

First-class customer service

A successful insurance provider offers first-class customer service! Don’t leave your customers waiting. Doxis helps you to ensure short response times, direct communication and quick underwriting and claims processes. With excellent customer service, you gain the loyalty and satisfaction of your customers — and ensure sustainable growth.

Case study

The customers notice that our processing speed is higher due to the fact that DEVK responds so much faster.

Alexander Erpenbach, Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service, DEVK

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Compliance & data protection covered

Doxis verifiably protects personal data.

With Doxis, you can fully protect customer data from unauthorized access, manipulation and loss. At the same time, you can also demonstrably delete personal data, when needed – Doxis is EU GDPR-certified. Fulfill legal retention periods with Doxis automatically. You can also store all tax-related documents in an audit-proof and legally compliant way.

Information was stuck in silos across the company. But we need this information to be available wherever our employees have direct contact with customers. It was time for a company-wide ECM strategy.

Markus Saladin, Head of the ECM Program, Helvetia insurance, Switzerland

A guide to automated & customer-centric case management

An in-depth look at what case management must deliver today to meet policyholder needs: with insurance case studies and actionable insights to digitally transform your business processes for long-term agility.


Do you have any questions?

We are always available to help you identify ways to overcome your challenges in insurance with enterprise content management.

Or would you like to experience Doxis first hand? We will be happy to present Doxis to you personally – in a live demo or directly at your company. We look forward to hearing from you!


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