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!.
Your New Efficient, Secure Office
Company-wide searches. Auto-file incoming emails. Team collaboration.
Total control, security & efficiency with your own branded online Client Portal.
Automate team workflows. Getreal-time productivity reports.
Prevent client lawsuits & government fines with privacy & security features.
Significantly speed up customer approval turnaround time & document workflow.
Add-ins to Microsoft Office, connect your CRM & accounting systems.
Popular Features That Will Change Your Business
Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.
Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!
Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.
Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.
Speed up and optimise your workflows, identify bottlenecks and generate real-time process and team reports.
Online Client Portal
White-labeled Client Portal that tracks who opens your messages, real-time retraction, auto-filing & large file sending.
Get compliant for GDPR and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.
Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integratewith your CRM and existing software.
Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more