Smart Document Portal for Insurance

Enable document access, right at the printer

Lexmark’s Smart Document Portal for Insurance solution delivers on-demand printing for better service, greater efficiency and lower cost. With powerful, easy-to-use features, you can quickly access and personalize documents while boosting consistency and compliance.

people discussing insurance policy in the office

High-quality documents ready on demand

Easily update and personalize documents while maintaining consistent branding and raising customer awareness
Manage accounts seamlessly with forms that are stored digitally, printed on demand, scanned, captured and routed for processing – all from the same MFP
Create centrally designed marketing materials as needed to reduce waste, control costs and personalize for customers and clients
Print in high-impact colour and in a variety of formats including forms, proposals, flyers, brochures and more
Boost customer service with fast, one-touch access to a wide range of forms and documentation
Improve consistency and control across all documents, data and business

On-demand personalisation with a single touch

In today’s competitive insurance world, your marketing materials and business documents need to stand out and be easily understood by your customers. Plus preprinted materials are expensive to produce, ship and store, and often become obsolete before they can be used.

At the same time, the fact remains that printed documents are necessary for business transactions. But routine paperwork doesn’t have to mean delays and disruptions. With Lexmark Smart Document Portal for Insurance, agencies have instant access to the most up-to-date forms, documents and policy information, along with the ability to quickly and easily personalise materials.

Printing that pops, when and where you need it

Smart Document Portal brings increased flexibility and control to agents looking for a competitive edge. A variety of materials including documents, forms, flyers, brochure and more can be printed in brilliant color, at a moment’s notice. This means employees can easily update information on the fly, including personalization and contact information. With Smart Document Portal, you have the agility and the technology to drive brand awareness and communicate more effectively with printing that’s designed to impress your customers and make an impact on prospects.

A more seamless printing experience

More than ever, today’s insurance industry is under pressure to transform business, personalise customer experiences, and provide faster service and transactions. However, paper processes can create bottlenecks and slow the delivery of important information that customers need to make informed decisions.

Lexmark Smart Document Portal enables fast, accurate delivery of relevant personalised information, each and every time. By placing Lexmark MFPs strategically within your office, users have instant and convenient access to the materials they need to complete a wide range of tasks. From proposals and presentations to flyers and personalised forms, everything is stored digitally and made available with the touch of a button. That means no more paperwork hide-and-seek, and faster service that keeps customers coming back.

Operations that save time and money

When it comes to storing, processing and updating hardcopy materials, expenses can add up quickly. Paper forms use up valuable storage space, require time and money to maintain, and must be replaced regularly due to updates, new features and revised regulatory requirements. Plus documents are easy to lose, difficult to secure and don’t provide the visibility and control you need to mitigate risk.

Smart Document Portal allows you to easily store documents digitally so users know exactly where and how to access information. Since you’re no longer shuffling paper from place to place, you can significantly reduce storage costs and make changes without additional expenses. Agencies can also seamlessly integrate MFPs with existing systems to centrally manage forms for ensured consistency and compliance.