Claim and Policy Documentation – Free User Requirements Template

Based on our experience with multiple insurance clients, TSG has developed a common user requirements template for management of digital documentation.  For current clients, we often use this as a starting point when discussing goals of the new system.  For those clients looking to update their documentation methods, we are happy to provide this as a free starting point.  As this requirements document will continue to grow over time as new technologies emerge, please check base often for updates!!!

Requirements Include:

  • Policy & Claim Creation
  • Policy & Claim Folder View
  • Document Creation & Ingestion
  • Navigation & Search
  • Claim Folder Activity & Audit Trail
  • Document Actions
  • Document Export & Delivery
  • Image Document Manipulation
  • Document Combination & Demand Packages
  • Rendering
  • Document Annotations
  • Document Redaction
  • Video Annotations
  • Form & Letter Creation
  • Security
  • Administration