Document chaos is the result when documents are stored in multiple locations – Emails, Laptops, USB Drives or across various file sharing sites.
EvolveDocs is integrated with our producer portal and lets you implement one secure document management solution for all producers of your sales channel.
Access EvolveDocs through mobile and desktop applications.
Set user access rules for viewing contracts, licenses, applications, statements, appointments and more.
Retain documents on our secure servers to ensure data integrity.
Create workflows for producers to sign documents like contract addendums.
Migrate or merge documents, with dedicated control points to ensure document integrity.
View the audit log to track communication history and document edits through the integrated user portal.