KnowledgeCenter

London Market broker BMS Group prides itself on offering “expert advice and outstanding transactional services to clients with exposures across a range of distinct risk classes.” As part of its continuing commitment to making life easier for its business partners throughout the supply chain, BMS recognised an issue with the way in which Claims files are shared with risk carriers.

Each Claim file can be made up of a large number of documents. In recent years, the market has got used to handling these documents electronically rather than in hard-copy. There is no doubt that sharing documents electronically is easier than sharing paper but, almost ironically, this approach has introduced a new problem. With a paper Claim file, a reader could flick through the whole file to quickly find a particular piece of information. With a Claim file made up of multiple electronic documents, a reader needs to open each of the documents separately on their computer to view the whole file and needs to look in the right document for the right piece of information. That can be time consuming and awkward, requiring the reader to switch between many different desktop applications and windows.

BMS found the solution to this problem using KCBook.

KCBook is KnowledgeCenter’s innovative compound document module. Using KCBook, BMS users quickly and easily assemble a compound document representing the whole file for a Claim. Each book can be made up of any number of source documents of various types including word processing files, spreadsheets, e-mails, images, PDFs, etc. The book can then be easily exported and e-mailed to business partners, sharing the whole of the Claim file with them in a single document.

Phil Hill of BMS explains;

“The underwriters find it much easier to get the information this way. And it helps us too. We have noticed a marked reduction in the number of queries relating to Claims since we started sharing information this way, saving us time and money”.

Alan Isaacs, Head of Sales at KnowledgeCenter commented;

“We love it when our customers use our software in ways we had not even thought of ourselves. We think it shows that KCBook is a true ‘solution’ that can be applied to all sorts of business problems.”

Learn more about KC Book.