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.