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 DOCUMENT MANAGEMENT AND PROCESSING
Forms
 Improve Your Current Document Preparation and Issuance Capacity
Welland’s knowledge-based software is designed to improve your current document preparation and issuance easily by automatically identifying, completing and printing documents to your exact business requirements. 

Company-specific and industry-standard forms are created with predetermined rules and database lookups from your system and stored in a central online library. They are “triggered” to print when needed and FORMS keeps an audit trail of all work performed. For security purposes, varying levels of authority and access can be set up for those using FORMS.

Built on a standard JAVA/XML framework, FORMS uses any SQL-compliant database such as Oracle or Microsoft’s SQL Server for its data storage needs. Each document is generated in either Adobe Acrobat or Crystal Reports software and prints in PDF format with Microsoft’s standard printing capabilities.

Speeds up processing times

Instantly attaches all of the proper forms, already filled out with data from your system. FORMS virtually eliminates manual document preparation.

Reduces overhead costs

Allows your staff to be more productive and frees up their time for other tasks. Printing and filing costs are noticeably reduced since documents can be viewed and searched online.

Improves data accuracy

Every manual keystroke is a potential error. You and your insureds benefit from valid and accurate documents that are pre-filled and predetermined.

Ensures compliance

Your specific business rules and industry regulations are built-in so only authorized documents are issued. No guesswork is required, so there is less risk of noncompliance. It’s also easy to track the status of state-mandated filings.

Enhances communication

Improves the quality of your documents – creating more consistent, accurate and attractive documents that lead to higher client satisfaction.

Controls printing

Gives you numerous options for automatic sorting and timing for print preparation. You are able to process one or thousands of documents efficiently.
1

Identifies proper forms

2

Inserts Data

3

Organizes printing

4

Saves document

Get Connected

See a live demo of the product in action, schedule a proof of concept, and receive customized pricing based on services provided.
Contact Mike, Linda or Darria or use the online form below.
AMERICAS
Mike Mapes
mmapes@welland.com
(206) 484-2156
ASIA PACIFIC
Linda Parkinson
linda.parkinson@mbs.net.au
+61 3 9571 3111
+61 (0) 401 998 122
EUROPE/UK
Darria Daghe Nelson
darrianelson@msn.com