Cabinet NG transforms manual filing processes into
a digital filing environment that is easy to use for companies across
departments.
Cabinet NG’s Shared Access Filing Environment (CNG-SAFE)
provides an electronic filing system that is ideal for insurance
agencies. Structured to handle all the documents used in your insurance
agency: letters, reports, claims, referrals, scans, emails, standard
forms, contracts, and messages from phone conversations can all
be managed efficiently.
The user-friendly interface means your office will come up to
speed quickly and with its secure networked design, documents can
be made available to anyone in your operation based on his or her
need to access the file. Administrators, agents, and executives
can enjoy the benefits of never being more than three mouse clicks
away from any file in the system.
The average insurance agent has client information stored in
multiple files and inefficient processes that affect customer service,
increase cost, and inhibit growth. With the help of Cabinet NG’s
electronic filing solution, when a client calls you can instantly
locate their files and related documents eliminating callbacks and
delays usually necessary when you have to look up information.
Think about how much time is typically spent:
- Creating Documents
- Filing Documents
- Retrieving Documents
- Copying Documents
- Storing Documents
- Taking Messages
- Faxing or Mailing Documents
Our electronic filing solution supports the native document format
of many existing applications, consolidating data into one organized
and secure networked accessible system. In addition to basic filing,
storage and retrieval, Cabinet NG provides extended integration
with office applications such as:
If integration with existing systems is a concern, our professional
services team can supply integration solutions that speed the deployment
of document management within your organization. Our team can
deliver utilities and custom programs to synchronize customer
records, link documents with existing data, and process/workflow
analysis to address the specific needs of your office environment..
Your insurance office would save money and be more efficient if
you could:
- Pull policy holder data electronically and ensure regulatory
compliance
- Find client records in seconds, and ensure security by guarding
access to private files
- Track where files are, when they were accessed and by whom
- Connect to other applications for typical daily work with memos,
spreadsheets, etc.
- Send service flashes, news updates, and policy updates electronically
via fax or email
- Use electronic signatures or PIN codes to speed the approval
processes
- Easily back up your files to protect your records from catastrophic
events.
Contact us today at 1-800-621-6501 to find out more about what
Cabinet NG’s document management solutions and do for Insurance
administrators, advisors, and agencies.
Reviews / Articles
Electronic Solution to the Paper Chase 
As customer files swelled
in size and number, a California insurer found an electronic
solution that did more than just eliminate paper.
Insurance Networking News, Joe McKendrick
Ten easy steps to a paperless agency
Going paperless increases bottom line savings dramatically and can be achieved through effective electronic document management.
Insurance Journal, Jim True
