Document Management
Use Partner Platform to Digitize Filing, Reduce E&O Risk, and Speed Service to Clients
Paperless document management for your insurance agency is critical, and your agency management system is the best place for these capabilities.
Partner Platform’s document management enables you and your staff to quickly and easily attach information as well as retrieve key documents. You can auto attach, drag and drop, and customize how you organize document folders to make it simple to find what you need for rapid client response time.
- ✔ Easily attach information
- ✔ Quickly find documents
- ✔ Organize your way
- ✔ Reduce E&O risk
Interested in learning more? Check out our guide on E and O Management and learn best practices for your independent insurance agency.
