Insurance

The SAFE document management solution makes it easy for insurance agencies to increase security, operate more efficiently and dramatically cut paper consumption.

Insurance is an extremely document-intensive business. And nearly all of the myriad forms, letters and claims are critically important. It’s essential for administrators, agents and executives to be able to quickly access and act upon documentation like claims, referrals, scans, emails, contracts and messages.

With SAFE, you’re never more than three mouse clicks away from any file on any client. Callbacks and delays are eliminated. Customer satisfaction is increased. Wasted work is gone. Profits soar.

Your workflow. Paperless.

Available both as licensed software and SaaS hosted in a secure, private cloud, SAFE is the ideal document management solution for any insurance agency — even speciality firms.

SAFE is dramatically more efficient, secure and sustainable than legacy filing systems. But that doesn’t mean its implementation comes with a steep learning curve and an initial drain on production. At Cabinet, we only deploy our software after an in-depth discovery process, allowing us to customize SAFE to your existing business practices and rules. The result is an efficient, fully digital version of your existing workflows, working hard from Day 1 to create maximum efficiency — and ROI — with minimal ramp-up time and disturbance.

Robust integration tools

SAFE supports the native document format of many existing applications, consolidating data into one organized and secure networked accessible system. In addition to basic filing, storage and retrieval, the document management solution provides extended integration with popular applications, such as:

• Intuit QuickBooks
• Microsoft Outlook
• Sage ACT!
• Climark Advisors Assistant
• Laser App

Cabinet’s robust suite of integration tools and optional modules makes custom integration and data sharing a matter of simple configuration, rather than a lengthy coding process.

SAFE: Document management for the insurance industry

Cabinet has provided document management solutions to the industry for more than 15 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call.

With SAFE, your insurance agency can:

• Pull policy holder data electronically and ensure regulatory compliance
• Find client records in seconds, and ensure security by guarding access to private files
• Track where files are, when they were accessed and by whom
• Connect to other applications for typical daily work with memos, spreadsheets, etc.
• Send service flashes, news updates and policy updates electronically via fax or email
• Use electronic signatures or PIN codes to speed the approval processes
• Easily back up your files to protect your records from catastrophic events.