eFileCabinet Document Management Software
for the Insurance Industry
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.
See how CJ Vang’s work became freedom
Data increases your clients’ demands:
meet the challenge with confidence
Increase sales with SEC compliant
document management software
Why insurers use eFileCabinet DMS
Integration with software you already use
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:
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.
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.
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Are you ready to learn more?