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 have to tell you that I may put you guys in charge of our hiring. You have such a great staff! You all are just good folks.”Cory – Sterling, CO