Manage Your Agency
Document Management
Paperless and transactional filing is critical. Our document solution enables you and your staff to quickly attach information as well as quickly retrieve key documents.
• Easily attach information in a drag and drop method.
• Quickly find documents on clients by searching for keywords from the description.
• Organize attachments on the client with ‘tags’
• Publish documents easily to the client portal for attachments like Auto ID cards, Binders, and scanned policies.
“The downloads are working great and are such a time saver. So glad that is up and working now. Thank you for all your help. You sure make my job easier with every meeting we have.”Christal – Gravois Mills, MO