built by insurance people for insurance people.

 etfile's integrated electronic document management solutions were developed by experts in insurance – as well as insurance automation. Because we came from insurance and lived it ourselves, we knew just how to build our solution around an agent’s workflow.

Our comprehensive electronic document management solution integrates with your current agency management software as well as other application such as Microsoft Office and Outlook and gives you an easy way of managing and accessing unstructured data. Retrieve and send information right from your desktop,  immediately and securely, at the click of a mouse – significantly increasing your workplace efficiency as well as reducing labor costs and the demand for physical space. All of this adds up to saving you time, money and peace of mind.

Document management vs. agency management's basic electronic filing system?
As you all know, today's agency management systems offer great technology, however, the basic document scanning that they do offer is just that, basic electronic scanning and filing - they do not offer many of the additional management tools that are needed for many reasons including; legal (e-discovery) implications or the need to be compliant with requirements of HIPAA, PIPEDA and the SEC and there are many more reasons -
Read More >>

etfile's comprehensive document management solution enables you to:

• Quickly attach any document to a client file
• Automatically add descriptions/activities
• Attach documents to policies, activities and claims
• Instantly retrieve and view any file from any computer
• Print, fax or e-mail any document
• Receive or retrieve scanned documents in a central location from remote sites
• Retrieve any document by keyword, file name, date or type
• Assure file security with our exclusive Audit Trail feature and reporting
• Provide secure back-up without taking up office space
• Share with multiple reps in multiple offices - no copying or faxing required
• Safe and accessible documents even if your management system is down
• and much more!