Document Management For Insurance Industry, and Client Portal Software
Virtual Cabinet is the ideal insurance document management system for Insurance Companies and Insurance Brokers, it controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows.
How Virtual Cabinet Helps Insurance Companies & Brokers:
Send Audits, Certificates of Insurance and Contracts in seconds online through our secure Client Portal software. Track who opens your file, and avoid filling up client's inboxes with large files. Our digital signature tool then allows your customers to approve documents in seconds - vastly reducing turnaround time.
All documents are seamlessly captured by our Document Management Software, which automatically sorts and files information so you can avoid the administration, and yet find data with ease company-wide. Set up workflows to streamline processes within your business, collaborate with your team on files, and generate real-time performance reports.
Stay compliant with growing privacy and data protection legislation such as GDPR.
If you're looking for document management software for the insurance industry then consider Virtual Cabinet, it gives busy insurance firms and instant return on investment, both in money and time!
Popular Features That Will Change Your Insurance Firm Forever
Our Document Management and Client Portal software has helped over 40,000+ businesses & professionals
Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
GDPR and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
A branded Client Portal to send large files & secure communication, with seamless integration back to your Document Management Software.
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.