How Secure Space Helps Insurance Companies & Brokers

Send Audits, Certificates of Insurance and Contracts in seconds online through our secure Client Portal software. Track who opens your file, and avoid filling up client's inboxes with large files. Our digital signature tool then allows your customers to approve documents in seconds - vastly reducing turnaround time.

All documents are seamlessly captured by our Document Management Software, which automatically sorts and files information so you can avoid the administration, and yet find data with ease company-wide. Set up workflows to streamline processes within your business, collaborate with your team on files, and generate real-time performance reports.

Stay compliant with growing privacy and data protection legislation such as GDPR. If you're looking for document management software for the insurance industry then consider SecureSpace, it gives busy insurance firms and instant return on investment, both in money and time!.

Next-Gen Paperless Office

Company-wide searches. Auto-file incoming emails. Team collaboration.

Better Client Communication

Total control, security & efficiency with your own branded online Client Portal.

Instant Productivity Visibility

Automate team workflows. Getreal-time productivity reports.

Security & Legal Protection

Prevent client lawsuits & government fines with privacy & security features.

Binding Digital Signatures

Significantly speed up customer approval turnaround time & document workflow.

Tools & Data Centralisation

Add-ins to Microsoft Office, connect your CRM & accounting systems.