E-Document Management

Ensure data security and regulatory compliance

E-Doc Management Services

Ensure data security and regulatory compliance. Cut customer service time in half by enabling your team to search and retrieve all client documents, including statements, EOB, marketing materials, service requests, usage – anything sent to your customer via mail or digital is accessible in this secure central electronic statement presentment database.

If your company is like most, your customer data lives in many places, including hard-to-integrate legacy systems. Get more convenient, searchable access to your customer data, while improving data security and compliance with United Direct Solutions’ electronic filing cabinet and e-presentment services.

Request A Demo

Ensure data security and regulatory compliance

E-Doc Management Services

Request A Demo

Make Retrieving Documents a Snap

Give authorized service employees the ability to view, securely email, fax and print documents as needed based on categories you choose, such as name, I.D., date, or more.

Meet Regulatory Record-Keeping Requirements

Streamline your reporting and safeguard your data to enhance your compliance. Our E-Doc Management system allows you to customize your report scheduling, distribution and user access levels.

Increase Staff Productivity

Give your teams an easier way to pull reports into a number of convenient formats, such as Excel, CSV, or HTML. Your teams can also customize their own reports as needed.

Electronic Bill Payment & Presentment

Give your customers a one-stop experience of viewing and paying bills online. Combined with our e-doc solution, your customer service responses are faster and your customers are more connected with your brand than ever before.

We’ll compile all of your client data, even the legacy data that may appear difficult to gather, in our electronic filing cabinet. Once there, your client data will be easy to access yet entirely secure. After we’ve successfully integrated all of your files into our centralized e-document presentment database, your trusted company employees can securely view, email, fax, and print important client materials. This service maximizes your business’s efficiency by making client information and marketing materials that much easier for your company to utilize.