Take Control of Your Office Documents and Forms

iAutomate: SmartForms is a document management solution that enables firms to transform any paper-based form into a reusable PDF template, and to enhance and secure document storage, retrieval, and sharing.

Learn more about our other insurance automation solutions:

iAutomate: Recovery CaseManager Suite - a single platform application with a suite of optional modules that drives the entire claims recovery process.

iAutomate: Erlon Surety - a complete workflow solution that enables insurance agencies to automate and streamline the entire surety process and generate accurate bonds.

iAutomate: Company Surety - a closed-loop process that enables surety companies to streamline all aspects of their surety business.
Document managment is a challenge faced by every office. Gain control of forms, documents, e-files, and contracts with iAutomate: SmartForms. This application integrates seamlessly with all of the applications in the iAutomate suite, including our cost containment solutions and our surety solutions.

iAutomate: SmartForms is a web-based, automated forms-capture and document management and storage solution enables firms to:

  • Look up, design, and coordinate reusable documents quickly and easily
  • Store all documents, including forms, Word documents, Excel Workbooks, and more
  • Manage documents in a secure, encrypted, and permission-based environment
  • Search for documents using key words, expression, or language analysis
  • Interface with ODBC-compliant databases, including Excel, MS SQL, Oracle, and more
  • Replace tedious, manual paper-form handling and generation
  • Integrate with in-house applications via web-based API. .NET, Java, PHP, and Web 2.0 frameworks, including Microsoft SilverLight, ExtJS, and Dojo

Contact us today form more information about iAutomate: SmartForms.

Boost productivity with iAutomate: SmartForms

“There are areas in the business world where you still need a typewriter, and generating bonds is one of them. But with iAutomate: SmartForms, we have been able to take documents and automate them in a smart fashion. It has saved us an immense amount of time, with 50 to 75 percent improvements in productivity.”

Matthew Cashion, Jr.
The Cashion Company, Inc.







Download a complete brochure of our iAutomate: SmartForms solution. (Adobe PDF format)