Insurance agents all over the nation are often challenged with the endless flow of paperwork that needs to be processed every day. Rebecca, an agent with New York Life, was no different. With 50 to 100 enrollment and termination forms coming in a day, her office was overwhelmed. And worse, whenever she traveled to meet with clients, she had to haul a box of different documents with her. All of that changed with eFileCabinet.
In this case study:
Learn how eFileCabinet’s unmatched mobility and accessibility will save your agency time, money and headache.
eFileCabinet helps you spend more time doing your job and less time chasing paperwork.
With eFileCabinet, you can ditch the filing cabinets for our easily searchable and secure cloud network.
SecureDrawer will help you send your documents wherever they need to go while keeping them secure.
eFileCabinet will gather signatures, populate documents, and organize your documents for you automatically.
"eFileCabinet has helped us become more efficient because we can spread the workload more evenly, regardless of the physical location of an employee. Dealing with paper, we didn’t have that option."- DAVID, AGCREDIT"eFileCabinet really makes our job just so much easier. I can’t imagine anybody functioning in this day and not being paperless."
- PATRICK, BALLARD & COMPANY
If you would like to see a demo, simply click the link below.