SOLUTIONS FOR
Financial/Insurance

SMARTBOX FOR FINANCE/INSURANCE

Download solution brief financial/insurance

Is your filing system forcing you to spend money on additional headcount just to keep it organized? What if you could file your client communications – emails, faxes, voicemails and text messages in one location and accessible to whomever you give permission to? With SmartBox, you’d be able to assign viewer-only privileges to clients, with a time-limit on access and encryption so that all documents are secure. Your industry is all about trust and secure information. With SmartBox, you can be sure that your information is always accessible, always secure, and always exactly where you need it – desktop, laptop, tablet, notebook or smartphone.

Keep documents organized Keep Documents Organized

  • Keep standard forms and policies updated and accessible
  • Create folders and share with colleagues, clients, and vendors

Communicate with Clients Communicate with Clients

  • Launch a web meeting right from SmartBox and discuss time-sensitive information
  • Share folders and files with those you choose and at any level within the directory structure

confidential and secure Secure & Confidential

  • Encryption technology keeps information confidential and secure
  • Password-protection with specific time-accessibility

Anywhere access Access from ANY Device

  • Give partners, vendors and clients secure access through a browser on any device
  • Take SmartBox with you to your clients’ home and have all files available and accessible whenever you need them