Insurance
More than 1,000 insurance agencies nationwide are using the
eBridge document management system to better serve their customers
and manage the day-to-day growth of their business. Whether you're an agency owner,
CSR or office manager, you can benefit from the increased accessibility, security
and organization of an online document management system while at the same time
breaking your agency’s dependency on paper files, costly storage space, shipping
and office supplies.
Owner/Office Manager
eBridge makes agencies more profitable by helping you:
- Centralize customer and policy information in a safe, secure online service
- Organize and quickly retrieve documents using easily searchable index values or
keywords
- Regain valuable office space and eliminate costly off-site file storage
- Increase business without increasing staff
- Ensure privacy and compliance requirements with tracking and auditing reports
- Train your staff in just a few hours and have them up and running and productive
in just days
- Save money on postage, paper and office supplies
- Protect your business against catastrophic events by securing all your records in
a safe, online system
Customer Service
eBridge makes CSRs more productive by helping you:
- Quickly answer questions and process claims by storing records in a central, online
location
- Better support agents across multiple offices without relying on faxes or costly
overnight couriers
- Share essential documents among staff or between offices with just a few keystrokes
- Streamline operations by easily integrating eBridge with accounting or other office
applications
All this without IT staff or the need to buy and maintain costly servers or storage
on site.
eBridge online document management is the platform for
eAgent, one of the most widely used and easiest to implement agency management
tools for organizing customer and policy information.
Read one of our insurance agency case studies