Document Attachment
Simplify Workflows
- Versatile Document Attachments
- Customizable Document Hierarchy
- Collaborative Access
Our integrated Document Management System (DMS) enables insurance providers to easily attach a variety of documents to any policy, offer, claim, or client profile. Whether it’s vehicle photos for a comprehensive car insurance policy or police reports and damage photos for a claim, our system supports the attachment of all relevant documents to ensure a comprehensive record.
The DMS supports all common file formats, including PDF, images, Excel files, and more. Users can organize documents within a customizable hierarchy, making it easy to retrieve and manage records. All authorized users within the system can view these attached documents, facilitating efficient collaboration across departments.
Personal Document Storage
Your Private Cloud
- Secure Personal Cloud
- Enhanced Privacy & Security
- Tailored to Each Individual Role
Our DMS also includes a Personal Document Storage feature, where users can keep documents that are specific to their own role or needs. This section functions as a private cloud within the system, allowing users to store and access files that only they can view, such as individual commission statements or generated reports.
By providing this personal storage, we empower each user to organize and access their own materials independently, while ensuring privacy and security.
Organization-Wide Document Sharing
Empower Team Collaboration
- Controlled Access Permissions
- Efficient Document Collaboration
- Optimized Workflow
For documents that need to be accessible across the organization, our system allows for Organization-Wide Document Sharing. This feature enables employees to share files and collaborate within the DMS, with various levels of permissions available for document creation, editing, viewing, and management.
Users can specify who can access each document based on their role, ensuring that the right people have the right information at the right time. This level of controlled access streamlines workflows and promotes efficient information sharing throughout the organization.
Efficiency, security, and innovation all in one platform – for you to accelerate, innovate, and grow your insurance business.