It’s fantastic, we love it
- Richard Hartley, IT manager, Alan Boswell Insurance
Send audits, certificates of insurance and contracts in seconds through our secure Client Portal software. Track who opens your file, and avoid filling up client's inboxes by taking your insurance agency document management online. Our digital signature tool then allows your customers to approve documents in seconds - vastly reducing turnaround time and speeding up approvals.
All documents are seamlessly captured by our insurance document management software - your bespoke system which automatically sorts and files information so you can avoid the administration and data with ease. Set up workflows to streamline processes across your business, collaborate with your team on files, and generate real-time performance reports. And with our document management software for insurance companies, you can stay compliant with strict privacy and data protection laws, such as GDPR.
If you're looking to develop you insurance document management system then consider Virtual Cabinet -it gives busy firms an instant return on investment, both in money and time! Used and loved by 45,000customers, it’s the best choice for your business.
Email attachments, CRM system files and scanned documents are all automatically filed and stored away for you. Say goodbye to unwanted admin.
Comply with GDPR and other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more to secure your client data.
Let clients sign documents with legally binding 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 insurance document management software.
Send documents to private or group intrays. Set user permissions, access version control and more with content collaboration tools.
Gain visibility on 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.). Choose leading integrations with popular business software – securing your business in one central location.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.