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Insurance agent app: Document scanning on the go

Mobile apps have become essential tools for insurance agents to streamline their workflows and improve customer service. One of the most valuable features of an insurance agent app is mobile document scanning. In this article, we will discuss the benefits of mobile scanning for insurance workflows and customer satisfaction – and how to add it to your app.

Insurance agents advise individuals and businesses on insurance options and act as intermediaries between them and the insurers. Some insurance companies offer their agents a mobile app, streamlining tasks such as managing customer data, generating quotes, and processing claims. 

Since insurance involves a lot of paperwork, having a good document scanner built into such an app is a real time-saver.

Scan and upload documents from anywhere

The ability to scan and upload documents directly from their mobile device helps insurance agents do their job more efficiently and flexibly. The benefits are better customer service, lower costs – and better security.

To begin with, mobile scanning in an insurance agent app speeds up customer-facing workflows, such as registration and onboarding, claims processing, and policy renewals. Apart from saving time, replacing paper-based processes and eliminating manual data entry also reduces costs.

Fast, uncomplicated claims processing is particularly important for insurance clients. By scanning and uploading documents straight to a customer’s digital file, agents can file claims within minutes rather than hours or even days.

A mobile app also gives agents more flexibility in how – and where – they do their daily work. They no longer have to be physically present in their office, yet can quickly respond to client inquiries wherever they are.

With improved service, agents can build better client relationships, which increases retention and ultimately sales.

Security is another vital aspect: A document scanner with built-in encryption and secure data transmission lets agents safely store and transmit confidential customer information.

Encrypted storage and transfer protects sensitive information such as social security numbers, bank account information, and medical records, even in the event of a data breach. Yet, with secure cloud storage, agents can still easily access customer files from any location with an internet connection, ensuring they always have up-to-date information.

Eliminating manual data entry with OCR capture

High-quality scans of paper documents go a long way in helping insurance agents with their work. Still, typing data off scans into forms is tedious and error-prone.

Optical character recognition (OCR) technology helps agents automate this task, prevent mistakes, and improve efficiency.

With OCR, agents can extract information like a customer's name, date of birth, and address as key-value pairs from ID cards and other documents and so speed up registration. This not only makes their job easier, but also saves the customers valuable time: Names and addresses, especially, are easy to get wrong when entered manually. Yet correcting this kind of mistake is often very cumbersome – and highly frustrating for clients.

OCR also makes it easy to search for and compile information.

When processing claims, insurance agents need to review and extract information from various documents, such as medical records, police reports, and witness statements. OCR technology can also help automate this process, allowing agents to quickly find and extract the relevant information. This helps speed up the claims process and improve accuracy.

Integrating document scanning and OCR with an SDK

The easiest and fastest way to add document scanning or OCR functionalities to your insurance agent app is to use a software development kit (SDK). 

An SDK comprises a set of tools, documentation, and resources that developers can use to integrate specific software components into existing applications. An SDK usually comes with a library of pre-built code modules, as well as sample code, tutorials, and technical support by its developers.

Since it has already been developed, tested, and refined by a team of experts, integrating an SDK instead of developing a solution in-house saves you time and resources. Additionally, SDKs receive regular updates and maintenance, so you always have access to the latest and most advanced document scanning technology available.

Our Document Scanner SDK and Data Capture SDK are fast, accurate, and operate entirely offline, never connecting to any third-party servers. This makes them robust and secure tools for mobile data capture. Their sleek and easy-to-use interfaces ensure that users feel right at home the first time they use them.

All our software development kits are well-documented to ensure rapid integration, making them the perfect choice for time-critical projects. You can depend on our developer support for any questions and issues.

If you want to try out our SDKs, we offer a free trial license and an uncomplicated proof-of-concept without any upfront paperwork.

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