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Document Management and Retrieval Services for Life Insurance Providers

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Document Management and Retrieval Services for Life Insurance Providers

Document Management and Retrieval Services for Life Insurance Providers

Are you a life insurance provider looking for a bit of assistance with your document management? If so, turn to Datafied for our litany of document retrieval and management services.

What Services Does Datafied Offer to Life Insurance Providers?

So, how can Datafied help life insurance providers? We offer the following document retrieval and management services:

  • Claims Record Retrieval: We can obtain medical records for any type of claim ensuring that you will get the records you need in order to investigate the claim.
  • APS Retrieval: APS retrieval can be a difficult process. It is not always easy to work with healthcare providers to obtain copies of records because they all have their own procedures and regulations for storing and releasing medical records. When you allow Datafied to handle your APS retrieval, you will receive all of the records you requested in any format you desire.
  • APS Summaries: Our detailed APS Summaries are an incredibly valuable tool for underwriters, helping them to immediately locate the information that is relevant to their underwriting decision. The goal of our summaries is to increase the speed and efficiency of the underwriting process to save you time and money.
  • Chart Sorting: We sort through every page of the records and group similar items to make them easier to locate. We also group all documents in the chart that are considered “junk” in order to make the charts easier to navigate.
  • Chart Indexing & Linking: Once all of the pages are numbered, a keyword index is produced that allows the chart reviewer to easily determine where different items are located within the chart. We create the index from the sorted material and ensure that it aligns with your preferences. We also add hyperlinks so you can easily click through.
  • Medical Canvassing: In order to protect your company from these massive losses, it is imperative that you have the ability to thoroughly review and investigate suspicious medical histories.

Contact Datafied for All of Your APS Retrieval and Summary Needs!

Datafied has taken the steps to make sure we meet the needs of all parties involved in the life insurance industry including insurance carriers, brokers, and independent agents. If you are a life insurance provider that is looking for assistance with APS retrieval or APS summaries, we can help! In addition, we also assist with medical canvassing, chart sorting, and chart indexing and linking. No matter what your needs are, Datafied can help! Give us a call today at 800-765-7510 to get started.

To learn more about the document retrieval and management services that we offer, visit us on the web at Datafied.


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Need help? Call our team anytime at 800-765-7510
Datafied Located at
1210 N. Jefferson Street Suite P, Anaheim, CA.
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