Revolutionize your Insurance Broker firm with Knowledge Work Automation
Clients want speed, accuracy, and value from their insurance brokers but meeting these demands with a simple digital experience is tough in an increasingly complex world with larger volumes of complex information to process and manage.
A Superior Client Experience With Compliance Built-In
Deliver speed, accuracy and value to clients and the market with with best in class information management.
Organize, store, and share documents instantly allowing brokers, underwriters, and operational teams to access what they need, fast
- Enable the seamless management of everything from loss run reports, risk assessments or regulatory information to clients, and risk carrier correspondence.
- Easily organize information through automation or drag-and-drop functionality that saves time on searching and storing documents by utilizing metadata.
- Create, process, and access important client or engagement-related documents anytime, anywhere and capture coverage needs and create market presentations in minutes.
Standardize and automate processes to save time and connect your firm
- Improve process efficiency and information accuracy with automated document workflows across client onboarding & renewals, underwriting, policy binding, and claims management.
- Automate review and approval processes for insurance applications and client proposals, market or underwriting presentations, client onboarding, risk assessments, or any other type of document.
- Document creation, internal/external collaboration, and approval and distribution workflows are integrated into the onboarding, renewal, and underwriting processes, thereby accelerating delivery through the client lifecycle.
Protect client information and firm reputation through automated compliance controls
- Minimize the risk of data loss with automated document permission controls tailored to employee roles, engagement phase, defined business rules, and/or regulatory standards, ensuring that information is kept confidential, secure, and compliant. Never worry about sensitive information being incorrectly accessed or stored ever again which protects your brand and reputation.
- Securely share and collaborate on documents with external audiences such as clients or risk carriers for a "single source of truth" without emailing content.
- Automate Compliance - Every action taken in M-Files is logged. Process automation helps ensure that compliance processes are followed. Retain documents with central access control, regardless of where they are being used.
Keep your firm connected across all stages of the project.
- Help your firm access content in context and in motion with integrations with major CRM platforms like Salesforce or Microsoft Dynamics 365. M-Files' flexible API and web services allow tailored integrations that meet your business needs.
- Review, approve, and sign documents from anywhere in real time with integrated e-signing platforms and co-authoring with Microsoft 365.
- Find, access, and manage all connected data, regardless of its storage repository, through the Microsoft 365 user interfaces.
Efficient Management Provides Quick Access To Critical Client and Carrier Information, Supporting Fast Decision-Making
M-Files is the leading platform for automating your project workflows to optimize efficiency. With M-Files, you can streamline and optimize the process of managing your construction-related documents, plans, and files, enhance productivity, and access critical information quickly. M-Files innovative metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence enables you to eliminate information chaos, improve process efficiency, and automate security and compliance.
Work Smarter with M-Files
Eliminate Information & Document Chaos
Organize files to enable seamless document management of everything from lost run reports, risk assessments, client proposals and underwriter presentations to proposals plans and client correspondence.
Automate Processes
Streamline standardized processes and enhance accuracy and delivery speed with automated document workflows throughout all phases of an engagement, including document creation, collaboration, and approval.
Improve Quality and Consistency
Simplify confidential client data governance with automated permissions and built-in process controls.
How Successful Insurance Firms Use M-Files
Natsure
See how Natsure uses M-Files' document management system to win, onboard, and renew clients, ensuring secure information exchange and automated compliance.
Austbrokers Countrywide
Learn how Austbrokers Countrywide manages policies and regulatory standards with M-Files, ensuring compliance and enabling exceptional client service.
Use Cases for Your Industry
Client Information Management
Win, onboard, and renew clients and deliver on promises with a holistic view of clients, processes, policies, and services. Integrate your enterprise master data and drive collaborative business processes efficiently. Exchange information with your clients securely and automate compliance.
Risk & Compliance Management
Effective management of business policies, procedures, and industry regulatory standards & legislation is vital for firms operating in regulated industries like insurance. The M-Files solution builds policy and regulatory compliance into document creation and workflows which ensures your teams can focus on delivering for clients.
Knowledge Management
Insurance is a highly complex and dynamic market, often with an overreliance on knowledge that is tied to highly experienced and knowledgeable experts. Unlock this expertise with a knowledge management platform that allows more teams and individuals to easily access high value knowledge and best practice in order serve client needs fast.
Trusted By Over 5,000 Companies Worldwide
The M-Files Impact
Up to 294% return on investment with low cost of initial entry and fast time to value.
Save Staff Time
Improved searching for documents and information by 50%.
Reduce Data Loss
Faster filing of documents by 65%.
Decrease In Manual Work
Workflow efficiency increased by 70%.
Reduce Business Risk
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls.
Upgrade Deliverables Quality
Deliverable quality goes up when errors from the use of incorrect data are eliminated.
Faster, Simpler Implementation
Get up and running quickly to realize immediate productivity gains without having to migrate data.
Featured Resources
See M-Files In Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.
Insurance Firms Endorse the M-Files Advantage
"By using M-Files to incorporate these automated workflows into its operations, Austbrokers Countrywide has been able to make significant inroads towards achieving its goals of growing the business without adding staff members and focusing on high-value client interactions."
Dilip Rao
Manager at Austbrokers Countr ywide
“M-Files proved versatile and easy to use, as well as exceptionally customizable. The document management capability was excellent, and the solution also provided all the CRM-related functionality the team had originally pinpointed as being important."
Dilip Rao
Manager at Austbrokers Countr ywide
"M-Files really helped us drive security. You can implement security right down to the file level if needed. When someone without clearance searches for it, it simply doesn’t appear. It’s a really useful tool."
Manager of Technology and Information Security
Medical Insurance Provider