Regional Business Plan

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Using docStar with AMS AfW

• Works within AfW
• Automatic prefill of information
• Document security and audit trail
• Easy retrieval by keyword
• Policy view by customer

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How are documents entered?

• Back-end scanning
• Front-end scanning
• Occurrence scanning
• Native documents

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Front-End ScanningScan Process

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The mail sorter clicks the scan button
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Select the recipient
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Names appear on a drop-down
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Click to Scan
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How are documents linked to AfW?

• Inbox specific to CSR/Producer/Dept.
• Annotate the document
• Identify the Customer / Policy
• Create Appropriate Activity in AfW
• Hot Key attachment
• Permanently File Documents

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Front-End ScanningLinking to AfW
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The CSR signs in and selects Inbox
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All documents appear in Priority Order
All their documents appear in priority order
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Select Document
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Easily Mark Up the document
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Click to process the document
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Create Activity in AfW
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The docSTAR lookup is automatically created from
the activity!
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Back-End Processing
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Hot Key in AfW retrieves all documents for
activity
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All Documents related to the customer or policy
are listed
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Dates created, modified, and accessed are
automatically tracked
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Authentidate feature verifies Date filed and
authenticity
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Its easy to fax, print, or email from docSTAR
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Email is automatically created with the
attachment!
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Retrieving without AfW

• How can a producer find the file?
• What about non-PC files?
• What do we do when the system is down?
• What happens when a producer leaves?

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Storing Electronic Documents

• Word documents
• Excel spreadsheets
• PDF
• Outlook

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Single Button docStar Document Management with
Word
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and email !
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Other docSTAR Tools

• The Document Dashboard
• Reports on Processing Time and Throughput
• Security Classes
• Audit Trail
• Delete / Undelete

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Security Classifications
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Document Audit Trail
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Un-Delete
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Benefits

• Your agencies can truly go Paperless
• Agents are more efficient and can provide better
  customer service
• Consistent workflow means fewer Errors and
  Omissions (EO)
• Adds value to the agency fewer employees can
  handle same volume of work
• Allows users to work-from-home
• Gets rid of filing cabinets!

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