Efficient Document Management

Store, Generate and Share

In the fast-paced world of insurance sales, managing documents efficiently is crucial. Our integrated Document Management System (DMS) is designed to streamline your workflow, ensuring that all your documents are organized, accessible, and securely stored.

Key Features

Track Documents per Contact, Sale or any form within Sales Tarcking

Keep a detailed record of all documents associated with each contact/sale/quuote. From initial consultations to final policy agreements, you'll always know where each document stands.

Automatically Generate Documents

After completing a sale, quote, or worksheet, our system automatically generates the necessary documents based on the templates you add. This feature saves time and ensures consistency across all your client communications, reducing the risk of errors.

Connect to DocuSign for Seamless E-Signatures

We've integrated with DocuSign, the leading electronic signature platform, to simplify the signing process. Send documents for e-signature directly from our system and receive signed copies instantly.

Group and Send Documents via SMS or Email

Need to send a set of documents? No problem. You can easily group multiple documents and send them to clients via SMS or email, all within our platform. This feature ensures that your clients receive the information they need in the format they prefer.