Insurance document management software

eFileCabinet Document Management Software
for the Insurance Industry

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.

“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.”

Ryan M. Utecht

New York Life Insurance Company

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 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 handling


Operational risk reduciton


Client retention


Expedient customer service


Simplified 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 mitigation


Affinity sales


Insurance policies




Process automation


Data 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

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.


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.

Zonal OCR

f 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.


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.

Are you ready to learn more?

Call: 877-574-5505