Industries – INSURANCE Document Management Software

eFileCabinet Document Management Software

Want to build your book of business as an insurance professional? You’ll need the tools that’ll help you outpace the competition.

Like your customers, you deserve peace of mind, financial security, and savings. eFileCabinet gives insurance professionals all 3. If you want to keep everything in one place and do so securely, eFileCabinet is the best document management solution for you whether you’re a captive agent, independent agent, broker, or broker-agent.

Your customers rely on you for peace of mind, but on whom do you rely to guarantee yours—especially when it comes to compliance, customer retention, and agency growth? As guardian to your clients’ peace of mind, simple cloud storage and CRM just won’t do: The insurance industry demands a software solution that facilitates the collaboration, security of information, and accessibility that agents must utilize if they wish to remain competitive.

Learn More About eFileCabinet Online

“Thank you, eFileCabinet. You made my life simple.””It saves us at least 3-6 hours a week from going to get files out of a file cabinet.””The mobile application allows me to talk with a client on the road, find the information they need on my iPhone through the eFileCabinet App, and get them an answer in minutes instead of usually the next day.””By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.”

See How CJ Vang’s Work Became Freedom

Data Increases Your Clients’ Demands:
Meet the Challenge with Confidence

Insurance is one of the most paper-intensive industries in the world. Paper is the modern workforce’s biggest efficiency roadblocks, and for good reason: the mismanagement of files that comes with paper-dependent processes in the insurance industry can have extraordinarily negative compliance, efficiency, and customer satisfaction consequences. If you work for a paper-dependent insurance agency, spending too much time losing, misfiling, and searching for the information you could otherwise have at your fingertips with document management software, is inevitable. For these reasons, the decision to go paperless will dictate whether insurance agencies sink or swim in the next decade. Will you decide to stay afloat?

Increase Sales with SEC Compliant
Document Management Software

As of July 2016, The National Association of Insurance Commissioners (NAIC) reports that delays in claim handling are the number one consumer complaint against insurers, comprising nearly 15% of all insurance complaints. To expedite claim handling in the insurance industry, agents, dedicated agents, brokers, and adjusters can use the sophisticated data centralization, collaboration, and file-finding features of document management software. Not only will these proven attributes of our offering improve reputation and close more sales for your agency, they will also serve to retain customers who increasingly demand timely handling of insurance claims and impeccable customer service.

Insurance Industry Document Management Software Insurance Industry Document Management Software

Insurance is an industry built on commission, strategic selling, and customer retention, but paper-dependent selling is inefficient selling. The disorganization and clutter that paper causes only subtract from the time insurance agencies could use to service client accounts, close deals, perform sales training, or drive innovation for customers. Why? Because the average filing cabinet contains over 10,000 documents. Why sift through all this information to find one sheet of paper when you can use document management software to retrieve it in several seconds, and with only several key strokes?

Why Insurers Use eFileCabinet DMS

To go paperless

To nix filing cabinets, free up office space

Transaction process improvement

Enabling collaborative remote workforces

Data, document, and information findability

Reputation management

Expedited claim handlingOperational risk reducitonClient retentionExpedient customer serviceSimplified relationship management

Regulation risk education

Saved time, easy handling of binder documents

Open, robust Application Program Interface (API)

Simplified compliance

Data loss prevention

Disaster recovery and mitigationAffinity salesInsurance policiesDigitizationProcess automationData breach protection

The insurance industry needs a new model to support its clients. With a shift from transactional to relational insurance management, smart insurance brokers and insurance agency producers are optimizing their internal processes to accommodate this change. Given the recent exit of Brexit from the EU, the insurance industry is facing a new wave of complexity. For instance, Alec Gardner, general manager of advanced analytics ANZ at Teradata, notes “the insurance industry is in need of new models to support clients in the sharing/collaborative economy.” (Insurance industry ‘on the cusp’ of major change)

Integration with Software You Already Use

Insurance Industry Document Management Software Insurance Industry Document Management Software Insurance Industry Document Management Software

Let eFileCabinet Ease the Load

Your job is demanding. Your responsibilities are many and varied, and the potential for liability is great.

Here are just a few of the DMS Superpowers that can help make your job significantly easier:


Chances are you work with lots of repeated documents in repeated patterns. Automated workflow will save you lots of hands-on time, as documents are automatically routed from creation/collaboration, revising, and versioning, to evaluation and approval.

With eFileCabinet, you can design workflows that are as simple or complex as your firm requires. You can also establish multiple workflows, making it easy to map out automated file routing for the different types of documents you produce or receive on a regular basis.

Want to learn more about workflow?

View Webinar

Insurance Industry Document Management Software


eFileCabinet’s client portal is as easy as email, but far more secure with 256-bit Advanced Encryption Standard (AES) bank-grade security. Never send an email attachment or expose yourself to the data breach risks of email again, all thanks to our #1-rated client portal, SecureDrawer.

securedrawer-icons-01EASE OF USE | A simple, user-friendly interface.

securedrawer-icons-02VALUE | Improve customer service and waste less time with this feature included in your eFileCabinet subscription.

securedrawer-icons-03SECURITY | Maximum security include SSL/TLS encryption, 256-bit AES standard, and Secure Socket Layer (SSL) technology.

securedrawer-icons-04FAST AND SAFE | Never worry about the security of your files or webmail again – it’s network file sharing made easy.

Insurance Industry Document Management Software

Zonal OCR

If you work with lots of forms (and we know you do), Zonal OCR is like hiring a super-speedy, extra-efficient virtual assistant who specializes in data entry. Using basic OCR—optical character recognition—Zonal OCR recognizes and auto-populates data for you. It even automatically files the document in eFileCabinet. Setting up Zonal OCR is easy—it takes less time than training a new employee on data entry.

Insurance Industry Document Management Software


Like using a simple button to store and retrieve files? Want to drop a file into the system with a drag and drop? SideKick is your portal that allows you to quickly find and store documents with Google-like ease.
You’ve lived long enough without this office superhero—let SideKick help do your heavy lifting today! You may have to see it to believe it, but this small, blue orb is a fiercely powerful function that can change your firm forever! Your SideKick sits right on your desktop, and it’s flexible enough to handle virtually any task you send its way. It’s dynamic, really fast, and synchronizes immediately with your other programs.

Learn more about SideKick

Free Mobile Apps

Check out our free mobile apps to increase your mobility and file accessibility while on the clock.

Be mobile, accessible, and quick for your clients.


On-Premise vs. Cloud-Based DMS: A Cheat Sheet
Best Document Management Software Based on Client Reviews
Document Management Software Reviews
Recommended Scanners
Insurance Records Document Management
Insurance Automation
Audit assistance
Cargo Insurance Certificates
Life Insurance Guidance Storage and Compliance

About eFileCabinet

eFileCabinet is a leading provider of electronic document management software for small to mid-sized businesses, as well as for departments of larger businesses. With electronic sharing capabilities and paperless filing, you can cut out pounds of paper and save your business time and money. With features like eSignatures, optical character recognition, instant electronic sharing and cloud-based file storage, eFileCabinet can bring your office into the paperless era.

Build a profitable agency today.

Call: 877‑574‑5505


Get A Free Demo

Request a Demo

Discover eFileCabinet

Chat with us about your needs and we’ll create a free guided test drive just for you.

Demo Form Arrow