Managing and filing paper documents can be a real time-stealer, especially for financial service companies that handle large amounts of client files. This is why we are excited for our new partnership with Allegis Advisor Group.

Allegis Advisor Group is a nationwide Life, Long-Term Care, and Disability insurance and annuity Brokerage General Agency serving over 800 advisors. They provide advisors with various proprietary marketing and sales programs, access to over 40 insurance carriers, training opportunities, and several unique incentive programs. Their advisors work tirelessly to ensure that they deliver flawless customer service. Now with the help of eFileCabinet Desktop, they won’t have to worry about finding documents and delivering them to clients in a timely manner.

Allegis started using eFileCabinet in their corporate offices and realized that all of their advisors could benefit from the uniform digital filing system offered by our on-premises software solution. With eFileCabinet Desktop, advisors can increase their productivity, lower the labor cost of managing paper, and increase quality of service to their customer base. Because eFileCabinet Desktop is modeled after a physical file cabinet, it is intuitive and will allow Allegis advisors to implement document management quickly into their practice. Drawers can be created individually for each client, and special templates can be created to store financial documents and other records in an organized manner.

As a cherry on top, Allegis advisors will have access to SecureDrawer, our secure client portal that they can use to share documents securely over the internet. A reliable client portal is a must for offices that have gone paperless and are concerned about security.

If you are an Allegis advisor and would like to learn more about how this partnership can benefit you, call us at 888-277-4594.

If you are a financial organization wondering which document management solution is right for you, sign up for a demo or visit our Insurance and Financial Services page for more information.