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.
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX