Agencies drown in documents. ALE organizes policies, ACORD forms, carrier emails, and audit records by client.
Policy docs scattered across email, drive, AMS. Client calls, producer cannot find doc. Service suffers.
Docs in email, drive, AMS, PDFs.
Different forms per carrier.
DOI audits surprise agencies.
All docs per client.
Pre filled ACORD templates.
Carrier emails auto filed.
Every doc timestamped.
4 to 7 year retention per state.
Clients access own docs.
Multi doc per client.
ACORD form heavy.
Team doc access needs.
DOI audit prep.
Client folders, ACORD library, audit trail.
Adds AI receptionist, carrier email auto filing, portal access.
Book a 20 minute demo. We will walk through document management.