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 42,000+ 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 strict privacy and data protection laws such as GDPR.
If you're looking for insurance industry document management software then consider Virtual Cabinet, it gives busy insurance firms an 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 42,000+ businesses & professionals
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Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Comply with GDPR
other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Let clients sign documents and with electronic 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 and secure communication, with seamless integration back to your Document Management Software.
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integrations
with popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching
across multiple file types.
Hear From A Few Of Our 42,000 Customers
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
“Easy to use, unmatched features!”
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
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PA to Marc Voulters and Richard Gilbert
“Virtual Cabinet has been an integral part of our transformation.”
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Advice from a product and industry expert
For both big and small businesses and firms
Personalised to your business
Any questions you have answered
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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