In the insurance industry, staying on top of policies, claims, and client records is crucial—but managing endless paperwork, approvals, and compliance requirements can slow you down. SuiteFiles simplifies document management, helping you stay organized, compliant, and efficient.
We're getting documents back almost 2 weeks faster, giving us more time to grow our business.
Simone Pavitt, SD Partners
Organize Client Files and Emails in One Place
Client records, policy updates, and claims documents often get buried in email chains or disconnected systems. With SuiteFiles, everything is stored, searchable, and linked to the right client file.
- Save emails and attachments instantly: Keep important client correspondence organized.
- Full-text search: Find policies and claims records in seconds.
- Seamless document sharing: Securely send and receive files with clients and partners.
Get Policies Signed Without the Back-and-Forth
Delays in getting signatures can stall policies and claims. SuiteFiles’ digital signing feature speeds up approvals and keeps everything on track.
- Send and track documents for signing: Know when a document has been opened and completed.
- Auto-save signed files: Completed forms are stored automatically, keeping records up to date.
Stay Compliant with Version Control and Security
Keeping an accurate record of policy updates and claims adjustments is essential. SuiteFiles ensures you always have a clear history of document changes and access.
- Version control for policies and claims: Track every change and revert when needed.
- Audit trails for compliance: Maintain a transparent history of approvals and edits.
- Secure access controls: Limit document access to the right people, reducing risk.
