With myriad insurance document retention schedules (generally set at 6 years post termination or settlement), an effective records management solution is crucial for firms operating in the insurance sector.

TranSearch

TranSearch, our barcode / RFID enabled software allows the tracking of files and documents across distributed offices. Each file, document or folder is tagged and a database system allows the tags to be tracked as they move around offices. Transearch has a proven track record within the insurance field of managing and tracking files effectively, securely and accurately.

TranSearch not only allows you to manage and utilise your own storage but can also interface with any other third party storage provider(s) you may have. The system can also control authorisation levels so that you are able to manage who can have what levels of access to each file thus ensuring total control of your records.

The key points

• Designed to help insurance firms deal effectively with increasing regulatory pressures.
• Comprehensive governance solution for managing records media of all types.
• Integrated retention periods enable the system to manage the lifecycle of the document from creation to final archive storage and destruction.
• Capacity for Postroom/Post-Linking (linking post to files which are away from central filing).
• Capacity for off-site broking.
• Never lose a file again.
• Painless file auditing.
• Process automation: labelling, requesting, boxing for storage.
• Works across distributed offices.

TranSearch is already being used day to day within the insurance industry, ensuring compliance with all requirements. It enables the retention of accurate, relevant and accessible information and has a full audit trail for each file and box, thus ensuring full compliance with industry standards.

Experience

TranSearch has been used successfully for many years in insurance firms such as AON.
Call John Messeter on 01843 609 345 to find out how we could help you.