In today's insurance world documents are as much a requirement as a burden. More and more of our customers are looking to grow into the paperless office. An office where every document, email message, email attachment, are all properly filed on the customer record, stored safe, secure and accessible. Sound too good to be true? It isn't. Come take a look....
- Unlimited document storage directly in your agency system
- All documents are encrypted both in transit and while at rest
- One click drag and drop document storage...it doesn't get any faster!
- Word, Excel, PDF, Power Point, store all types of documents
- Automatically file emails and attachments from emails
- Automated phone call repository for recorded calls with Gen4's integrated API