Hundreds of New York Life Agents Have Made the Switch to eFileCabinet

As a leader in document management, workflow automation, and secure file-sharing, eFileCabinet has been helping firms in the insurance and finance industries increase profitability and growth by revolutionizing their outdated processes. eFileCabinet has had a strong and engaging relationship with New York Life since 2013. See how document management software (DMS) can revolutionize the office.

A New Way to Streamline Insurance Agencies

New York Life agents don’t need to spend valuable time digging through filing cabinets or searching for paper documents.

Full-Text OCR

eFileCabinet can apply optical character recognition (OCR) to every file you upload. Create templates to train eFileCabinet to recognize forms, pull data from the pages, and file the document automatically. When you search for a word, you can find any document containing that word.

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Salesforce Integration

Customers can easily view files and drawers that are stored in Rubex without leaving Salesforce. Vise-versa, Salesforce will now have its own drawer in Rubex contacts. All uploads and changes to existing documents will occur within both applications simultaneously.

Audit Log

Never wonder who made changes to certain documents again. With the audit log, you can see every user who accessed the document and the changes they made. Plus, auditor access:  give guest access to auditors, so they can get to work reviewing records right away. Customize their permissions, so they only get access to relevant data.

Special Pricing for NYL Agents

Priced per user: ONLY *$35/month/user (billed annually)

*Retail value of $55/month/user

We are happy to offer all New York Life agents a special discounted rate on eFileCabinet’s products.

Take advantage of this special offer for New York Life agents by signing up for a personalized demonstration to see for yourself how eFileCabinet can help you.

  • Access Anywhere (SAAS)
  • Automatically Applied Updates
  • File Encryption
  • Audit Log
  • Library Services
  • Drag & Drop
  • SEC/FINRA Compliance Design

Add products and services for a customized experience!

Set up and training: $200

60 minute training specific to NYL Agents. Required.

Data conversion:

Call for personalized pricing

New York Life Agencies Agree – eFileCabinet is Superior

I am very satisfied with eFileCabinet. I have all my client information displayed at my fingertips. It is user friendly and I can access my files any time and anywhere. I can call customer service and get someone knowledgeable to assist me right away. I have an accounts manager that reaches out to me regularly, which I love!

Nou Thao

NYL Licensed Agent

With eFileCabinet, it is easy to access everything. In the beginning, I was looking for my paper files and couldn’t find them. When I looked at eFileCabinet I realized that I had already filed the documents. Such a big relief. This is the most convenient way to keep all documents. It enables me to travel lighter, smarter and have access to everything. Best decision!

Michael Booker

NYL Financial Services Professional

Ready to Take the Next Step?

This industry journey only scratches the surface of what Rubex by eFileCabinet can do. Document management software can do incredible things for your business, not just allowing you to cut out paper, but also giving you the opportunity to streamline your everyday processes so you save more time and money. Features like secure file-sharing, eSignatures, mobile access, and automation tools, make this an all-in-one centerpiece for any business of any size, in any industry.

Call: 877-574-5505

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