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Users of etfile have found that the software greatly assists them in managing and organizing their files. With etfile, they are able to …
Starting at $0.04 per month
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What is etfile?
etfile is a document management solution specifically designed for the insurance industry. According to the vendor, it offers automated workflows, brandable document management, worry-free document storage, and improved productivity. The product caters to insurance agents, brokers, companies, agencies,...
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Basic
$0.04
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is etfile?
etfile is a document management solution specifically designed for the insurance industry. According to the vendor, it offers automated workflows, brandable document management, worry-free document storage, and improved productivity. The product caters to insurance agents, brokers, companies, agencies, and adjusters of various sizes, providing them with efficient and secure document management capabilities.
Key Features
Automated Workflows: According to the vendor, etfile offers automated workflows that streamline document management processes for insurance agents. It allows agents to organize and access different types of files in one place while ensuring data security and compliance with privacy laws. The system is said to seamlessly integrate with existing software, making it convenient for agents to find the documents they need.
Brandable Document Management: The vendor states that etfile provides white-labeled document management solutions, allowing companies to embed the functionality into their own software. The product reportedly offers advanced scan methods and intuitive workflows, making it easy for users to file documents. It is also said to integrate with Microsoft O365 and Google Docs for enhanced editing capabilities.
Worry-Free Document Storage: etfile utilizes Microsoft Azure for document storage, offering secure and encrypted storage with geo-redundancy, according to the vendor. Customers are said to have complete control over document access and privacy. The vendor also claims to provide ongoing development and support.
etfile Features
- Supported: Archiving & Retention
- Supported: Collaboration Tools
- Supported: Compliance Tracking
- Supported: Document Classification
- Supported: Document Generation
- Supported: Electronic Signature
- Supported: File Conversion
- Supported: File Recovery
- Supported: Offline Access
- Supported: Optical Character Recognition
- Supported: Version Control
etfile Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
Users of etfile have found that the software greatly assists them in managing and organizing their files. With etfile, they are able to maintain a complete and orderly system for their documents, making it easy to locate and retrieve important information when needed. Additionally, customers appreciate the efficiency and user-friendly workflow provided by etfile, allowing them to track payments quickly and easily. This has proven to be a valuable feature, particularly for businesses in industries such as insurance, automotive, education, and white-label.
Another notable use case of etfile is its capability to address document accessibility issues in day-to-day transactions. Users have reported that the product has helped resolve these concerns by providing a secure and efficient platform for managing documents. Moreover, etfile's practical elements such as security and process automation have made it an excellent tool for project management, especially for startup businesses. Its cloud-based file sharing and online collaboration features have also enhanced productivity and efficiency among users.
Furthermore, users value etfile for its organization and security features, particularly when it comes to protecting their clients' files. The ability to go paperless with etfile has not only saved businesses money but also demonstrated a commitment to environmental sustainability. Overall, customers have praised the problem-solving abilities of the etfile team and support staff, highlighting their dedication to addressing any issues that may arise. With its wide range of applications and positive user experiences, etfile proves to be a valuable asset for businesses seeking an effective document management solution.