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Business specialists from Wolters Kluwer Financial Services regularly
produce comprehensive White Papers addressing pertinent business issues
and how best to solve them.
A Winning Document Management Strategy: Be the Biggest Loser
Battling paper-weight gain can seem to be a hopeless cause
for insurers, even more so than for peers in other industries. Insurers may not
be burdened by slow metabolisms, but they are faced with “operational fitness”
obstacles that require unique tools, strategies, and planning. Major document
management and delivery challenges include strict state and federal legal
• long-term retention of all policy, claim, corporate and financial records;
• reporting of claim and market data to state departments of insurance;
• advertising, notice and disclosures to policyholders and claimants; and
• secure protection of confidential personal data and health information.
Download your copy here.
Secure Document Exchange - Best Practice Guide
As technology has progressed, so too has insurers’ ability to distribute and accept electronically signed documents. In fact, the term eSignature can describe a great many things. This guide describes a sample process in which a person signs a document
by clicking a button (the button often says “I agree.”) on a computer screen.
Time to Deliver – minimizing risks in internet-based document delivery
As more financial institutions move their business online, the risks associated with inadequate data security can result in security breaches, negative publicity and irreparable harm to your customers. To help avoid these pitfalls, this paper examines the essential requirements and best practices for implementing a properly architected Internet document delivery
Wolters Kluwer Financial Services’ Online Ordering System makes ordering insurance property & casualty paper documents easy, fast, and convenient.
An easy-to-use listing of forms so you can find the forms you need quickly
Forms Reference Guides
A quick list of links to all US state insurance regulators in an easy-to-use map.
View State Regulator Links