Insurance
When policyholders need help, they trust a local agent to meet their insurance needs. When insurance agents need help, they can trust Confidential Records Management, Inc. We understand that data management systems for insurance companies face two great tests: efficiency in day-to-day operations and efficiency in disaster situations. Efficiency --it means the system is easy to use, is cost-effective, and allows speedy retrieval of stored data and documents. It means you can serve your policyholders in a timely, professional manner.
At CRMI we specialize in efficient data management systems, whether for independent agents or for
large corporations. Our services include document imaging, conversion of microfilm to digital format,
document storage, and confidential records destruction.
CRMI provides document imaging in a format that best suits our clients' needs. We convert documents such as the following to TIFF files:
- Accident reports
- Accounts payable/accounts receivable reports
- Claim documentation
- Insurance claims
- Policies
Your agency identifies the searchable fields to meet your specific retrieval needs. We can add a second level of file definition by converting these document images into PDF files. This additional searchable format allows you to search data in an individual file and retrieve documents quickly and accurately.
Images archived to CD or DVD cannot be altered and are courtroom-approved documents. Whether you choose to retrieve documents from a CD or DVD or to store and retrieve documents from a computer hard drive, you now have cost-effective, efficient archival and retrieval options. Most importantly, no purchases of software or costly maintenance agreements are required. Search and retrieval of files is simple and accurate. CRMI works with you to determine the most efficient and cost-effective way to manage your documents.
For clients who also need to store paper documents, CRMI has secure, humidity- and climate-controlled records centers for storage. CRMI can retrieve documents 24 hours a day, with same day or next day delivery. We will also retrieve a specific document from your file and fax the data to you at a secure location, minimizing your cost and access time. Efficient, professional, and cost-effective--key components of each service we provide.
To ensure security and privacy of our clients' policyholders, CRMI also provides document shredding on-site or off-site. Moreover, we provide secure destruction bins (at no charge) to insurance offices for those who follow a regular purge schedule. We pick up the contents of the bins as scheduled, transport the data in our secure vehicles, and destroy the documents at our secure facilities.
In addition to these and many other services, CRMI provides consultation and training regarding pertinent state and federal regulations, especially concerning privacy and information security.
Facts
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