100% Remote • Australia-Ready

Document Processing & Indexing Support.

Eliminate digital clutter and scanner backlogs. Our dedicated document indexing team classifies, renames, verifies completeness, and attaches high-volume incoming PDFs and scans directly into your broker CRM client records.

View Indexing Rates (from A$450/mo) → Discuss Indexing Workflows

2,000–10,000+ Docs/Mo • Standard Naming Taxonomy • Same-Day Queue Clearance • APP 8 Zero Local Storage

Scope of Work

High-Accuracy Document Indexing & Filing

Processing 2,000–10,000+ documents per month with standardized taxonomy and zero local storage.

01 / Triage

Inbound Queue Triage

Continuous monitoring and triage of shared inbox queues, electronic faxes, and scanner folders to prevent backlog buildup.

✓ Same-day queue intake & sorting
✓ Urgent endorsement & certificate prioritization
✓ Junk and duplicate scan filtering
✓ Queue backlog elimination within 24h

02 / Taxonomy

Standardized Naming Conventions

Applying rigorous file nomenclature ensuring every record is searchable and indexed by date, policy number, and document category.

✓ Date-PolicyNumber-Insurer-DocType taxonomy
✓ Uniform capitalization and metadata tagging
✓ Document versioning controls
✓ Strict compliance with brokerage naming SOPs

03 / Verification

Completeness & Signature Auditing

Verifying all incoming risk questionnaires, closing slips, and survey forms for mandatory insured signatures and attached exhibits.

✓ Signature & execution timestamp verification
✓ Valuation certificate attachment audit
✓ Illegible scan detection & re-scan flagging
✓ Follow-up task creation in BMS

04 / Archival

CRM Docket & File Archival

Directly attaching indexed files into client policy dockets in WinBEAT, Applied Epic, Steadfast INSIGHT, or cloud drives.

✓ WinBEAT client register document linking
✓ Applied Epic activity & document attachment
✓ Steadfast INSIGHT docket management
✓ Sovereign Australian cloud folder filing

05 / Processing

PDF Separation & Bundling

Splitting bulk scanner PDFs containing multiple client files into individual policy schedules, tax invoices, and closing notices.

✓ Multi-page scan splitting & categorization
✓ Document extraction by policy number
✓ Closing pack bundling for client dispatch
✓ OCR text-searchable PDF formatting

06 / Follow-Ups

Missing Document Follow-Ups

Maintaining an active exceptions queue for unreceived underwriter closing notices, unsigned declarations, and missing survey photos.

✓ Outstanding underwriter closing notices
✓ Unsigned client proposal reminders
✓ CRM activity tracking and reminder alerts
✓ Weekly document exception logs for brokers

Standardized File Taxonomy Protocol

Our indexing specialists apply strict naming formulas tailored to your brokerage conventions:

YYYYMMDD_[PolicyNumber]_[Underwriter]_[DocType]_[ClientName].pdf

Example: 20260915_POL-98421_QBE_PolicySchedule_ApexLogistics.pdf

Execution Workflow

Structured 4-Step Document Indexing SOP

Zero backlog accumulation with APP 8 compliant sovereign data handling.

Queue Intake & Triage

Incoming emails and scanner queues ingested and sorted by priority, policyholder, and document category.

Taxonomy & Splitting

Bulk PDFs split into discrete documents; standardized naming formula applied with metadata tags.

Completeness Verification

Signatures, dates, and attachment integrity audited against checklist before CRM filing.

BMS Docket Attachment

File attached directly to client policy docket inside WinBEAT / Applied Epic with zero local file downloads.

Engagement Options

Deploy Dedicated Indexing Support

Clear high-volume document backlogs with dedicated full-time operators or scalable indexing teams starting from A$450/month with zero lock-in contracts.

View Pricing & Rates →

Dedicated Indexing Admin (160h/mo) Full-time dedicated document processing and indexing

A$700–$1,100 / mo

Shared Insurance Support (40h/mo) Fractional routine filing & indexing support

A$450 / mo

Document Processing & Indexing FAQs

How MCR Global clears document queues with speed and accuracy.

What volume of document scans and PDFs can MCR Global index per month? +

Our dedicated Document Processing & Indexing team regularly processes between 2,000 and 10,000+ incoming document scans, policy schedules, closing notices, and survey PDFs per month with guaranteed same-day or 24-hour indexing SLAs.

✓ Inbound email and scanner queue triage with zero backlog accumulation.
✓ Strict standardized naming taxonomy aligned to your brokerage conventions.
✓ Direct document attachment to WinBEAT, Applied Epic, or InsuredHQ client files.

How do you verify document completeness and signature requirements? +

Every document undergoes a completeness audit before filing. Our operators check for missing pages, unreadable sections, omitted risk declarations, and missing client signatures, logging any deficiencies immediately in your CRM follow-up queue.

✓ Verification of required insured signatures and date timestamps.
✓ Flagging missing valuation certificates or surveyor attachments.
✓ Automated follow-up activity task creation for broker review.

How is policyholder privacy maintained during document indexing? +

Under our strict Australian Privacy Principles (APP 8) protocol, all document classification and indexing is performed directly inside your secure cloud drive or broker CRM session with Zero Local Storage and no offshore file saving.

✓ 100% remote processing inside your sovereign Australian servers.
✓ Disabled local downloads, screen captures, and external USB drives.
✓ Binding bilateral confidentiality NDAs protecting all client records.

How do you handle multi-page PDF scans containing multiple separate policy documents? +

Our operators separate and bundle multi-page bulk scans into discrete files, extract individual policy schedules, endorsements, and tax invoices, apply appropriate metadata tags, and attach each document to its corresponding client policy docket.

✓ Automated and manual PDF page separation protocols.
✓ Individual document categorization and unique nomenclature tagging.
✓ Elimination of unindexed bulk document dockets.

Clear your document indexing backlog today.

Integrate dedicated document processors directly into your broker management software.

View Insurance Rates → Discuss Indexing Workflows

Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Insurance Back-Office is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated administrative, operational, and clerical back-office support to Australian insurance brokerages, underwriting agencies, and insurtechs.

No Insurance Advice or Underwriting: MCR Global is not an Australian Financial Services Licensee (AFSL), insurance broker, insurer, or claims adjuster. MCR Global does not provide general or personal financial product advice, sell or bind insurance coverages, assess claims liability, or make underwriting decisions under the Corporations Act 2001 (Cth) or Insurance Contracts Act 1984 (Cth).

Client & Licensee Responsibility: All policy data entries, Certificates of Currency, renewal comparison schedules, claims documentation files, and reports prepared by MCR Global personnel are executed under the direct instruction and standard operating procedures of the client business. The licensed Australian entity and its responsible managers remain solely and legally responsible for authorizing, reviewing, and approving all insurance transactions and client advice.

Secure Document Indexing Under APP 8: All document triage, naming, completeness auditing, and CRM attachments are performed directly inside the client's sovereign Australian infrastructure with Zero Local Storage and no offshore file downloads.

Third-Party Systems & Data Security: System names (including WinBEAT, Applied Epic, Steadfast INSIGHT, Sunrise Exchange) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN sessions with Zero Local Storage under Australian Privacy Principles (APP 8).