Finance And Insurance Companies...

Benefit from accurate records that are organized, secure and readily accessible for the staff

As a busy professional who deals with hundreds of financial documents on a daily basis, you know the importance of having accurate records that are organized, secure and readily accessible for your staff. BDS can save you time, money and storage space while eliminating document loss and misfiled paper records.

We automate and streamline your document management system with easily retrievable and searchable electronic files so you can stay focused on serving your clients.

We offer document scanning (any size paper or image) and conversion to legally-acceptable digital formats as well as conversion between microfilm or microfiche and digital formats.

With improved access to your records, you can effectively reduce errors and increase the quality and efficiency of your business.

Tailored solutions

  • Administration files
  • Insurance claims, policies, inspections and estimates
  • Insurance photos
  • Loan applications
  • Loan Files
  • Signature records
  • Mortgage information
  • Data entry and indexing for document retrieval

Increase productivity and preserve vital documents

Electronic records are quickly becoming the standard in Financial and insurance organizations. Once converted to digital format, all of your previous paper records can be accessed through your existing computer system, allowing you to access policies and accounts or verify signatures instantly or withdraw records with speed and accuracy. BDS offers all the services you need to stay focused on serving your customer, such as:

  • Complete electronic document storage and retrieval systems, scalable and accessible to authorized staff only
  • Compliance with all security and privacy regulations for confidential documents
  • Storage or cross-cut shredding of original paper records to precise security levels according to your records retention schedule
  • Preservation of vital records for years to come, even in case of disaster

Client Testimonials

"I had client’s tax records that dated back a number of years.  One of the smartest decisions I made was to rely on Business Data Solutions to scan and index these files."

- CPA Client

 

"We are proud of the work that Business Data Solutions does for us each year."

- Insurance Agency

Business Data Solutions, Inc. — 450 Victory Drive, Springboro, OH 45066 — p: 937-743-2137 - f: 937-743-2141