For Insurance and Financial Services specialists, managing customer policies, claims, financial data and correspondence is a time consuming and paper centric process. Storage space is at a premium and immediate document access is imperative.

Document Storage & Management

eFileCabinet’s document management software provides an integrated electronic document management solution that enables access to business critical documents and customer information. Intelligent document search and retrieval tools ensure rapid customer response time and better customer service. With a single click, your office will work quicker, smarter and more collaboratively.

Security

eFileCabinet’s document management software is built with a sophisticated technical architecture featuring tools that assist in maintaining compliance with industry regulations including Securities and Exchange Commission (SEC) 17A & Financial Industry Regulatory Industry (FINRA) as well as the eSign Act. eFileCabinet includes role based security that ensures confidential documents are secure and accessible only by the authorized personnel you specify.

eFileCabinet delivers the following advanced benefits:

• Compliant with both SEC 17A and FINRA.
• Documents are stored in a central repository with administrator granted permissions including audit trail.
• Dramatically reduce costs of paper, toner, supplies and storage facilities.
• Instant document access by multiple users, simultaneously.
• Documents are protected from natural disasters like fire, flood, earthquake, etc.
• Improved service and response time.