Client document library
Keep relevant working files linked to the client record.
IMPORTANT DETAILS, TOGETHER
Insurance document management.
Less searching. More context.
Organize client and policy documents in the same workspace as your relationship records. Find the relevant file, preview it, download it or manage it with the appropriate permissions.
PRODUCT ILLUSTRATION
The details belong together.
01Client documents
02Policy records
03Disclosures & supporting files
Connected to your client workflow.
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Policy filters
Narrow the document drawer to the selected policy and related records.
Document categories
Organize policy, quote, compliance and other supported file types.
Preview and download
Review supported file previews and download the document you need.
Permission-aware actions
Use supported access permissions for document-management actions.
Connected working records
Keep documents close to policy, client and compliance information.
A CLEAR PATH FORWARD
From information to action.
- 01
Attach the document
- 02
Find it in context
- 03
Review or share
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.