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eFileCabinet, Inc., an expert paperless software solution provider for small business, announced a partnership with Allegis Advisor Group, a full service insurance and annuity Brokerage General Agency company. With eFileCabinet’s on premise document management solution and client portal, Allegis and its financial advisors can decrease office paper, increase productivity and increase security when managing and sharing important documents.
“The focus of eFileCabinet has been to help increase the productivity of paper-intensive businesses that have high customer interaction, and Allegis’s financial advisors are certainly our target,” said Matt Peterson, president & CEO of eFileCabinet. “With eFileCabinet Desktop and SecureDrawer, each advisor can be more efficient, supporting both insurance and financial services regardless of location. With the SEC and FINRA compliance needs of the industry, the representatives can now grow their business knowing that our software will help them manage their regulatory needs.”
eFileCabinet Desktop users can digitize their bulky paper documents and store them on their local PC or network. Allegis advisors can send secure documents through the SecureDrawer portal, enabling private document sharing to be safe and efficient. Allegis clients can expect a much faster level of communication, accurate documentation of agreements, and improved quality of service.
“We were already using eFileCabinet within our corporate office to reduce our paper-heavy processes. It was only natural to think about helping our hundreds of financial advisors with the same efficient software,” said Chris Miller, president, Allegis Advisor Group.“We like recommending great solutions that help all of our business partners simplify our mutual processes. Everyone wins with this solution.”
Ray Johns is an existing Allegis advisor and user of eFileCabinet’s paperless software. “We have been able to save a couple of hours each day looking for and filing the documents, not to mention the expense of paper and toner,” said Ray Johns of RW Johns Financial Group.
A full list of eFileCabinet Desktop features is available at http://www.efilecabinet.com/products/efilecabinet-desktop/ and more information about SecureDrawer can be found at http://www.efilecabinet.com/products/securedrawer/.