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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.

Used & Loved By 40,000+ Customers

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 39,000+ businesses & professionals
Automatic Filing
Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
Data Protection
GDPR and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Faster Approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Optimise Workflows
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
Client Portal
A branded Client Portal to send large files & secure communication, with seamless integration back to your Document Management Software.
Team Collaboration
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Performance Reporting
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Integrations
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Data Searching
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
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Case Studies From Insurance Professionals Who Use Us

Jeremy Feingold
Associate Director
"Now the team is familiar with how to search, they can instantly call up any file in seconds. Virtual Cabinet has revolutionised our filing methods.”
Read Case Study >
A leading firm of commercial property agents
Jason Rees
Director
“It has made the staff more profitable, and freed up their time so they can spend it on more productive work."
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Has 400 properties under management
Tony Townsend
Central Office Administrator
“Finding, signing and sending documents now takes just 2 minutes instead of 30."
Read Case Study >
An award winning franchised property business
More Case Studies 

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