Industry Overview

The competitive environment in general insurance, life, pensions and mortgage broking is such that quality service is paramount. In addition, it is a tightly regulated industry. The business is characterised by a high volume of low value transactions. However, each document received from a client, bank or insurance company must be recorded and filed to comply with regulatory obligations.

Our integrated document management system enables Correspondence, Schedules, Endorsements, Renewal notices Proof of No Claim Bonuses, Proof of Identity and many more documents relating to clients to be scanned and filed by client, policy or claim. This enables all documents on client files to be retrieved instantaneously to handle queries or to print, fax or e-mail. It also aids compliance with regulations

Many brokers also scan the morning post and send it electronically to the required departments or staff members – stopping or truncating paper in the post room or at the reception desk.

Adest integrates with many broker management systems including: Relay, Insight, Open GI, Broker CRM, BOSS.