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 45,000+ 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!

Automatic Filing

Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.

Data Protection

Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.

Faster Approvals

Let clients sign documents and with electronic 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 and secure communication, with seamless integration back to your Document Management Software.

Content collaboration with Virtual Cabinet Document Management
Team Collaboration

Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.

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, Excel etc.). Leading integrations with popular business software.

Data Searching

Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.

Get A Free Demo

Hear From A Few Of Our 45,000 Customers

5 gold stars in a row - icon. 5 star review
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
,
Practice Manager
Read Case Study
5 gold stars in a row - icon. 5 star review
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
,
Partner
Read Case Study
5 gold stars in a row - icon. 5 star review
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan
,
Business Services Manager
Read Case Study
5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
,
COO
Read Case Study
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
,
PA to Marc Voulters and Richard Gilbert
Read Case Study
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
,
Managing Director
Read Case Study

Ask A Question

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

Ask a Question

"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co