Records Management for Insurance Providers


The efficiency and profitability of insurance agencies are fundamentally linked to their ability to make quick decisions, retrieve and deliver information rapidly, ensure documents are handled securely, and reduce records management costs. However, the challenges associated with physical and digital information assets can become overwhelming when factoring in other everyday tasks and requirements.

That’s where the earned experience and global expertise of Access comes in. Our flexible, scalable and comprehensive document management solutions include:

  • Secure storage centers for physical assets.
  • Powerful technologies and an encrypted interface for digital assets.
  • Record scanning and indexing assistance.
  • Fast document retrievals and deliveries. 
  • Compliant destruction and disposal services.

Access professionals will also work with you to establish a customized RIM program that meets your internal information governance policies and all applicable industry regulations, such as HIPAA, GLBA, AML and the Sarbanes-Oxley Act. In addition, our project management office (PMO) can save you time and money by managing your accounts and providing thorough reports on your budgets, timelines and savings.

Discover how we can help ensure your compliance with applicable state and federal regulations, as well as your IG policy.
Learn More

A New Way to Handle Records

[CASE STUDY] Perkins Coie is headquartered in Seattle, WA, and currently ...
Learn More >

Losing the Fight for Efficiency

[CASE STUDY] Lowenstein Sandler PC is a nationally recognized, AmLaw 200 law ...
Learn More >