etfile = EASY COMPLIANCE REGULATION = SAVE TIME, MONEY and HEADACHES

 

Turn cumbersome paper archives into instant-access data management that not only stores your documents but notifies you of HIPAA, PIPEDA and SEC compliance requirements.

Serve your clients better and faster:

• Automatically add descriptions to each file
• Instantly retrieve and view any file from any computer
• Quickly attach documents to client files
• Print, fax or e-mail any document
• Receive or retrieve scanned documents in a central location from remote sites
• Retrieve any document by keyword, file name, date or description
• Audit Trail feature = file security
• Integrate with existing database programs through Ai Sync™
  

Studies show that employees waste approximately 20-40% of their day searching for documents manually. etfile's data management system puts an end to that and helps you dramatically improve your ROI:

 

• Automate workflows and increase employee productivity
• Eliminate lost documents
• Instantly retrieve and view any file from any computer
• Retrieve any document by keyword, file name, date or description
• Automatically add descriptions to each file
• Integrate with existing database programs through Ai Sync™
• Outperform the competition

 

 

 

Suddenly, "I want it yesterday," isn't so unreasonable. INSURANCE

 

Because we came from insurance and lived it ourselves, we know just how to build our solutions around an agent's workflow, reorganizing your filing system to save you space, time and money.

 

In fact, our system is a comprehensive document management solution that offers much more than existing basic electronic filing systems.

 

With etfile:

• Integrate with existing software and applications

• Stay on top of legal (e-discovery) implications and regulatory compliance

• Quickly attach documents to client files, policies, activities and claims

• Automatically add descriptions/activities

• Instantly retrieve and view any file from any computer

• Print, fax or e-mail any document

• Receive and retrieve scanned documents in a central location from remote sites

• Retrieve documents by keyword, file name, date or type

• File security with our exclusive Audit Trail feature and reporting

• Secure back-up without taking up office space

• Share with multiple reps in multiple offices - no copying or faxing required

 

Are you thinking of changing your insurance agency management software?

etfile integrates with the following agency management software:

Ebix ASP, Ebix CRM

Nexsure

AMS 360, Sagitta, Instar, Benefitpoint, AFW, Prime

Zywave

Special Agent

TAM, Vision, Epic, Doris

Salesforce
Velocity

Powerbroker

SigXp

SSP

VRC