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MereSecure® XMS: Insurance Industry

We see value in using XMS: eXchange Management System for the Insurance Industry.

Provide required documentation securely to clients and customers compliance departments

Manage sub-contractors, suppliers, licenses, 1099s, I9/W9 and liability documentation to satisfy compliance and corporate governance

Delivery platform to groups of agencies at state, county and city levels

Marketing desktop for feedback forms, specific services available with existing clients and customers

Why MereSecure® XMS: Insurance Industry?
Insurance companies are asked to send various documents to satisfy inquries for their clients. This requires sensitive information to be shared externally and is cumbersome to maintain. Upload all of the required information and survey information to XMS and control who has access to that information in a clear exhibit by exhibit set-up. Many documents and different types of forms flow back and forth during the course of these certificate of information type requests. Policies need to be current and clients can have their policies reviewed much easier. Existing tools are implemented for policy renewals but whenever documents and forms are shared between one or more parties insurance agents rely on email, courier delivery and fax services. File sharing platforms provide file storage plus a form of group collaboration. The XMS platform provides a way to request for client anonymity sharing information without having to collaborate at all. All with a one time secure upload of documentation. XMS provides an online work desktop to staff and all invited participants. XMS is easy to train on and accessible from anywhere an internet browser is installed. XMS allows you to share information with anyone. This interaction needs to be fully secure and without separate emails repeatedly uploading the same attachments. This interaction needs to be easy to manage. This interaction is best handled with the XMS: eXchange Management System platform. Please contact us TODAY!
What are some XMS product benefits?
  • Require updated license and certification proof routinely
  • Secure easy access to latest applicants, transaction details, property information organized into tree view containers
  • Deliver forms for questionnaires, feedback, registration of your services - required responses
  • Deliver documents to clients, customers, suppliers , contractors, employees and vendors
  • Send required documents and forms to regulatory agencies securely
  • Send required documents and forms to state, county and city agencies securely
  • Keep track of all clients and manage annual required documentation
  • Submit invoices, contract amendments insurance liability policies and current employment practices
  • Searchable system of record of all activity with outside participants
  • Provide history audit trail of when a document has been downloaded or uploaded and by who
Additional XMS product benefits
  • High upload maximum filesize limit - beyond that of typical email limitations
  • Automated flow control with searchable elements
  • Input full contact/company information for easy search and re-use
  • Quickly see who has access to documents, restrict access to groups of files
  • Send repeat bundles of files quickly by setting up packages
  • Categorize and add custom parameters to files such as approved by, review date
  • Highly scalable n-tier architecture
  • No software to install (internet browser only)
  • Simple license pricing (SLP)
  • Integrate with any third-party forms package
Many documents are shared with third parties
  • Accounting Documents (Profit & Loss, Balance Sheet)
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certificate of Insurance (COI) – Liability, etc.
  • Certifications & Trade Specialties
  • City Business License
  • Customer feedback and clarifications
  • Employee Handbook
  • Employee Hiring Packets
  • Feedback forms
  • Permit & Applications
  • Privacy Policy
  • Project Management Meeting Notes
  • Questionnaire Forms
  • Risk Assessments
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Training Materials
  • Work schedules