The most helpful program in our agency!
August 20, 2024

The most helpful program in our agency!

Judy Hughes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with ShareFile

We have used ShareFile for several years. Even some of our less technically savvy customers have been able to navigate their side to complete their signatures. The platform has helped us get through COVID times and adapt to slightly more virtual interactions with customers but with confidence that the documentation and certifications would hold in court if it was necessary. We find that interactions with customers that have full time jobs or live out of town and cannot easily come by to sign or fill out paperwork that we can use ShareFile and feel confident about security and accuracy. The platform does occasionally update to keep up with the latest needs and trends and I truly appreciate that it is not a stagnant company that leaves us needing to look for better technology.

Pros

  • Timely documentation and updates
  • Excellent Customer Service
  • Documentation that leaves us confident that we are protected.
  • Compliance Requirements are easily met with this program.
  • Ease of use for client collaboration.
This program has helped our agency streamline the process to be able to have faster, digital interactions with customers as to not take extra time out of their days or ours.
E-signatures are extremely important for legal purposes in our agency. Protection of our clients and our agents is a priority.
Ease of use, cost and proficiency is above and beyond what other products offer. Customer service is down to earth, and you feel like your concerns are addressed appropriately.

Do you think Progress ShareFile delivers good value for the price?

Yes

Are you happy with Progress ShareFile's feature set?

Yes

Did Progress ShareFile live up to sales and marketing promises?

Yes

Did implementation of Progress ShareFile go as expected?

Yes

Would you buy Progress ShareFile again?

Yes

Protection from people cancelling policies and then claiming they did not request cancellation is very important. A signed cancellation form with the date and time stamp of completion is significant in our industry.

Progress ShareFile Feature Ratings

Versioning
10
Video files
Not Rated
Audio files
Not Rated
Document collaboration
10
Access control
10
File search
10
Device sync
Not Rated
User and role management
10
File organization
10
Device management
10
Performance
10
Reliability
10
Storage Reports
Not Rated

Comments

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