Advanced Document Management for the Insurance Industry
etfile helps agents save time, boost productivity and lower costs
Insurance is a document intensive business. File cabinets take up valuable workspace. Emails quickly pile up in inboxes. Papers get shuffled from desk to desk. Worst case scenario – you lose or misplace documents required for regulatory compliance and privacy laws.
etfile solves all those problems with its content management solutions specially designed for the insurance industry.
AUTOMATED
WORKFLOWS
MANAGE
Organize all different types of files in one place
ARCHIVE
Keep all documents in secure cloud storage.
INTEGRATE
Seamlessly integrate with your existing software.
RETRIEVE
Easily keyword search and retrieve any kind of file.
SATISFIED
CUSTOMERS
More Responsive
“The etfile application and Canon scanners are performing better than we anticipated and have enabled us to be more responsive to our customers through faster service times and reduced errors.”
John Peterson – Chief Information Officer, Heffernon Insurance Brokers
enable EXPANSION
“etfile helped us to transition to a larger, more effective organization. We were not only able to save time, efficiency and money – but the transition positioned us well for the future.”
Greg Trimble – President, Trimble Insurance Agency, Inc.
SYSTEM
INTEGRATIONS
etfile easily and seamlessly integrates with existing software and applications such as Ebix, Vertafore, Applied, Power Broker, Special Agent and many more. Contact our Customer Service team to learn how etfile will transform your workflows and optimize your business.
Take Your Customer Service to the Next Level
Our single data repository makes it easy to securely store and retrieve sensitive customer information. As a result, you’ll reduce operating costs while having more control of insurance document management in a streamlined paperless office.
IMPROVED
PRODUCTIVITY
Supporting the Insurance Industry Since 1995
For over 25 years etfile’s content management solutions have helped the insurance industry save time, boost productivity and lower costs.
Save Time
etfile’s paperless office streamlines sales, renewals and claims processing
Reduce Costs
Free up valuable office space and create efficient, integrated workflows.
Avoid Headaches
Never lose important files again and keep up-to-date on compliance requirements
Transform Your Workflow and Optimize Your Business
Contact our customer service team to learn how etfile can help you revolutionize the way you do business.