New York Life

Training & Resources

Core Use Cases

Streamlined Insurance Documentation

Organized, automated, and compliant document work across your organization

5

Client Onboarding

Manage all new policyholder paperwork in an organized, consistent, and accessible way.

5

Simplified Claims Processing

Automate document collection, routing, and approvals so you can get your policyholders paid faster.

5

Client Management

Consolidate client documentation into a centralized location for all parties to access as needed.

Key Features

Insurance Documents That Work for You

Documents and their associated tasks won’t ever take precedence over your customers again

Automated Data Extraction

Automatically extract usable data from documents that can be used for full-text searches and automated workflows.

Document Requests With Guest User Access

Provide a secure and organized hub for collaborating on all document-dependent work with policyholders.

Instant Findability

Locate a specific file amongst thousands of documents easily with advanced full-text and metadata searches.

Automated Storage Structure

Maintain a consistent folder structure that automatically includes all the necessary documents for each new client file.

Impact

Impact Across the Organization

Revver’s practicality doesn’t just end in Insurance. Implement better document management in all aspects of the business.

Perspective

The Insurance Guide to Process Automation

eBook

The Insurance Guide to Process Automation

Through exceptional document management, we drive results that benefit the entire business, from time and cost savings, improved quality, employee satisfaction, and even revenue generation.