InsuranceCRM

30+ powerful features to manage your administration & billing



Secure Documents

Store and share secure documents

  • Store and share Customer and Agent documents
  • Securely share content as a link or a shared folder
  • Share with anyone - inside or outside your company
  • Easily upload and manage Customer and Agent documents online
  • Store: PDF, DOC, XLS, TXT, PowerPoint, Graphics, Video, Audio files
  • Label and categorize Customer and Agent documents
  • Track and report on Customer and Agent document submission
  • Share documents with staff and Customers
  • Secure your Customer and Agent documents
  • SSL encryption, redundant storage, configurable permissions

secure documents files software

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