Intelligent Document Management

Blue Goose offers intelligent document management. Why do we call it “intelligent document management”? Because it’s not just about scanning and imaging anymore. It’s about managing all of your data—scanned images, emails with attachments, Word and Excel documents, faxes, photographs, policies and claims, even voice recordings—all in one location.

Our document management solution is integrated seamlessly into our policy administration. With our open architecture and .NET technology, we have the ability to easily customize our software to accommodate each department in your organization.

Blue Goose’s document solution automatically creates agent portal sites for your clients. Now, “paperless” means having a paperless relationship with your clients as well. With the portal feature, you can publish files you have been emailing or mailing to your clients in their portal, and they can view or print these docs 24/7. And, it gives you a complete document activity history when documents are viewed.

Another option is email grants, which allow you to send emails with built-in links to publish documents to any business entity you desire. No more large emails blocked by the receiving agent or carrier. Send to anyone you need to, such as a carrier, attorney, agent. Of course, each email is password protected so everything is secure. Now you can send sensitive documents worry free.

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