Minimize the paper in your office. As a producer you are probably managing a lot of documents such as proposals for clients, carrier applications, outlines of coverage, copies of applications, or policy benefit schedules. Reduce the files and paper in your office and the risk of losing data on your computer by uploading all of these documents and managing them in your document library.
Securely share files with other office members using the document application. Find documents by browsing through folders, and then either preview the files within your Office or download them for immediate use. If you're looking for a specific document, you can perform a search for it. You can search by any of the document properties, including the title, keyword, and author. |