It’s time to Renovate your ECM system and: Save Money With document automation solutions that remove the cost and complexity of your existing business processes, leveraging technologies from Capture to Case Management to Enterprise Integration. And provide the added benefits of increasing your time to revenue and delivering actionable analytics.

1. Your Business Processes.
Streamlined.
ECM Automation Systems

2. • Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Application & Claim Processing
• Mortgage, Insurance, Government,
Education….
• Benefits, Permits
• Employee Onboarding
• Contracts Management / Invoice Processing
ECM Automation Systems – Where?

3. • ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Prove It!
ECM Automation Systems – Why?

4. 3 Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
Additional Components may include:
• Customer Self-Service Web/Portal
• OCR-as-a-Service
• Records Management
• Zia OneView ™ - Actionable Analytics
ECM Automation Systems - What?

5. ECM Automation Systems
Case Study

6. The loan process is
intensive and
costly

7. Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)

8. • Origination & Underwriting
• Borrower Documents: W-2’s, 1040’s, Bank
Statements, 401k/IRA’s and more…
• Paper, Email, Fax, Borrower Upload
• Closing
• HUD-1 & Other Closing Docs
• Business Process Integration
• Loan Origination System (LOS) Integration
• Post Closing
• Classify & Extract with ACE
• GFE, TIL, HUD-1
• Sort & Stack for Delivery
Zia Loan Automation System

9. • mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Document Assembly
• Automatic Records Management
How - Smart Repository

10. • Status – New, WIP, Complete
• Initiation of mFolder (Case)
• Routing – Review, Approve
• Classify & Extract
• Declare Record
How – Smart Workflow

11. • Zia LAS + Your LOS
• Email & Office Integration
• Viewer, Capture, Portal
• LOS Integration
• Point-to-Point
• Enterprise Service Bus
How - Enterprise Integration

12. Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• Unique Landing Page
• Simple Design & Branding
• Asset Re-use Across Sites

13. In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
• Capture by users within business process – by
borrower, by document
Additional Components
OCR-as-a-Service

14. Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
• HUD-1, TIL, GFE
• State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company

15. • We said we save you time, we can
prove it.
• Compliance & Management Metrics
• Reporting / BI Integration
• Managed by Zia OneView ™
Additional Components
Actionable Analytics

16. Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics
Zia Loan Automation
System Delivers:

17. Demo!

18. Life Insurance Applications
ECM Automation Systems –
Where Else?

19. New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.
Automation Case Study
Regional Life Insurance Company

20. Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates

21. Questions?