Document Management Software for Insurance Firms

When your insurance firm is dealing with clients, you almost certainly wish there was an easier way to communicate, send files, and otherwise provide access to pertinent data, both to clients and to staff. Well, with Omnistar Drive, you have the perfect all in one solution to make accessing files anywhere possible. You simply set up the document manager with all of the important documents, such as blank forms or ones that have already been filled out. You then provide access to employees and even customers. Because of the security settings in Omnistar Drive, you don't ever have to worry about someone accessing a file they shouldn't have access to.

What can I do with Omnistar Document Management Software?

You could upload all the blank forms for your customers and use the form manager to email them out when they are needed. You could also give the customer access to a folder with all of their documents stored in it, without allowing them to see any of the other files in the system. You can easily use the file manager to handle all of your data, and you can even send out emails from the software using the convenient html email editor.

What other features are included?

The system can easily be private labeled so it looks like software you built. You can completely rebrand and redesign every element of the software. This system also comes with the ability to have anyone sign up for the software, or you can set it to only allow users you create. Even better, our software comes with a 90 day guarantee of money back, no questions asked.