ImageRight Reviews & Product Details

I like ImageRight for its flexibility and ability to build solutions that improve user experience. I appreciate its help in assigning and tracking tasks, along with its integration within our in-house applications, enhancing our user experience. I am able to build solutions to improve productivity using features like importers, email receivers, and notes (NUP). Additionally, ImageRight serves as a wrapper to ensure that policies are issued and delivered correctly, along with task creation. I give it a high recommendation, as it helps me trust and verify processes effectively. Review collected by and hosted on G2.com.

It's a very flexible tool, but learning can be difficult, now that I am part of the community expecting that aspect to improve. Workflows, any time we want to change we have to engage with an ImageRight engineer, and feel we could do more on our own. Review collected by and hosted on G2.com.

I like how organized ImageRight is because we're able to retrieve and find documents easily without having to search hard since everything is based on the year it took place. The workflow feature is also great since it allows tasks to be easily prioritized and streamlined. I appreciate that everything flows easily from one workflow to the next, which makes processing requests from customers more efficient. Using it for tasking helps us know what we need to do for the day. Additionally, ImageRight was very easy to set up initially, and it took about six months to a year to get fully acclimated. Review collected by and hosted on G2.com.

I honestly don't think there are any because they're actively working in. They do have a solution for our current problems. We just haven't been able to work in that system, which is browser. Review collected by and hosted on G2.com.

I like the many intake systems, especially the email receivers, and the ability to build a workflow around those systems with ImageRight. It's great that we can route our information to the right person at the right time. Without ImageRight, managing our massive daily document intake of over 200,000 documents would be a challenge. We've integrated ImageRight into every business process, which really helps in policy polishing and underwriting workflows, as well as integrating with our homegrown systems like Origami, AI models, and custom GPTs. Review collected by and hosted on G2.com.

We had taxed our system to the max and had some instability issues, but we worked with Vertafore developers to find a fix and now it has been a lot more reliable. Review collected by and hosted on G2.com.

I really like ImageRight's flexible structure, as it allows us to set up workflows that are tailored to our Underwriters or Claims representatives based on company practices or guidelines. It's also great for keeping communication organized between the agency, carrier, claimants, and internal resources. I'm happy that we now have the RESTful APIs, which help with tighter integration with Salesforce. Review collected by and hosted on G2.com.

Reporting on tasks has been a challenge, and we would like tighter integration with Salesforce. We didn't have a great integration method before upgrading, but now we have RESTful APIs, which helps. Also, we want SSO availability, and it sounds like that's in the works. Review collected by and hosted on G2.com.

I like the ease of functionality in ImageRight, especially with importing documents and assigning tasks. The ability to use Outlook with ImageRight for importing documents, setting task reminders, and making notations is really helpful. The initial setup was smooth with the assistance of Vertafore. Review collected by and hosted on G2.com.

I would like to see alerts on overdue tasks. Some tasks may go 30 days without being reviewed by an adjuster, so an alert reminder would help with any pending tasks. Review collected by and hosted on G2.com.

I like the many different filing options and that it can be customized to each department's needs. It truly helps tell the full story and keeps documents filed in an easy-to-use way. For benefits specifically, we are able to separate details year after year and clearly file items specific to renewals, claims, and plan correspondence. I think the setup was simple! Review collected by and hosted on G2.com.

Perhaps the file tree looking more modern/clean? Review collected by and hosted on G2.com.

I love ImageRight's organization, especially since it can be customized. The ability to use the email response feature is also quite beneficial as it helps locate documents for my customers by automatically saving emails into the file tree, which saves me time. The initial setup was very easy, which is great given the size of our team. Review collected by and hosted on G2.com.

I would like to be able to preview Excel file types and edit CSV files. Review collected by and hosted on G2.com.

I love how ImageRight connects all 3 of our offices in one place. We just recently started using the auto index feature, which we absolutely love. Auto index takes the place of manual matching to our claim files, making the process more efficient. Review collected by and hosted on G2.com.

We're struggling a little with the browser, but that's probably because we are a few versions behind. The initial setup was kind of a lot, but it was years ago. Review collected by and hosted on G2.com.

I like that we are able to name documents in the document description. I'm able to drag documents in. I can move documents to where I need them. Review collected by and hosted on G2.com.

It's hard to find certain documents, and searching by date can be a problem if the dates are formatted differently. I would like to be able to have my imported bills have the name of the provider in the document description. Review collected by and hosted on G2.com.

I really like ImageRight for how it lets me prioritize work, manage tasks, and set up workflows efficiently. The ability to route work based on priorities and utilize auto-routing really saves me a lot of time. The initial setup was also very smooth, which was a big plus. Review collected by and hosted on G2.com.

Need more AI functionality, especially auto indexing. Review collected by and hosted on G2.com.