New York Life

NYL agents are making the switch to eFileCabinet

Maybe you should take a look

Many of your fellow New York Life agents have already accelerated how they do business with eFileCabinet. With this award-winning document management system (DMS) your life is made easier, with all your data and documents organized, accessible, searchable, and secure.

Your fellow New York Life agents can’t be wrong!

Features That Make Your Life Easier

You have a lot on your plate; you don’t need to spend your valuable time digging through filing cabinets or searching for paper documents. eFileCabinet is equipped with award-winning features that are designed to save you time and make your life easier.

Full-Text OCR

eFileCabinet can apply optical character recognition (OCR) to every file you scan. Then, when you search for a word, you can find any document containing that word.

Zonal OCR

In addition to applying OCR to your full documents, you can create templates to train eFileCabinet to recognize forms, pull data from the pages, and file the document appropriately.

Audit Log

You’ll never have to wonder who made changes to your documents again. With eFileCabinet’s audit log, you can see every user who accessed the document and the changes they made.
With the time you’ll save using eFileCabinet, you can focus your attention on providing exceptional service for all of your clients. Give us a call to learn more about this software’s remarkable features.

What is document management software?

Special pricing for NYL agents

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.

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

*Retail value of $55/month/user

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

Add additional 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

Check Out Our Supported Quality Scanners

To take advantage of this special offer, schedule your free demo today!

Call 801-921-7368