contact management software

Custom Scanning:

Now you can finally have a paperless office with InfoFlo ScanPro and eliminate the everyday stress of filing away vital paper-based information. This easy to use, affordable and reliable scanning and document management solution was made specifically for the Insurance Industry. Simply scan a document and enter customer information in our friendly wizard and let InfoFlo ScanPro handle the rest. Now all customer information is easy to retrieve and right at the tip of your fingers!!!

What are the benefits of InfoFloscan?

• Scan unlimited pages
• Complete access 24/7/365
• Search and Retrieve
• Share and Collaborate
• Document Security
• Custom Workflow
• Custom Fields
• and more...

SAVE MONEY:

• Save Office Space– Eliminate the need of bulky physical filing cabinets and begin digital filing of all customer data on the InfoFlo ScanPro system
• Eliminate Lost Documents- On average, companies loss 7.5% of their paper documents; replacing document costs are significant
• Eliminate Misfiled Documents- On average companies misplace 3% of their paper documents and to find a misplaced document costs $20
• Green Office– No need to copy or print to paper, all files can now be viewed or sent locally or from remote digitally
• No Offsite Storage- Save on high monthly rentals costs of filing and storing customer files at an offsite storage facility
• Time Saving- Employees can be more efficient and productive, allowing them to focus on their customers

INCREASE SECURITY & COMPLIANCE:

• Disaster Security – In the event of a natural disaster or emergency InfoFlo ScanPro’s built-in backup tool provides recovery contingency.
• Audit Trail- InfoFlo ScanPro is Sarbanes Oxley Compliant, any document placed into the system by a user will be recorded and include a date and time stamp. As well, versioning control will record all versions of a document, while still keeping the original, helping with compliance and audit guidelines.
• Document Security- Documents are stored on a secured server which means only authorized users are able to access the files.

BETTER CUSTOMER SERVICE:

• Total Access- Get complete access to your customer files 24/7/365 from anywhere in the world with an internet connection.
• Search & Retrieve - Search and find all your customer files within seconds.
• Share & Collaborate- Allow multiple users to access the most up to date information including customer details, documents, and notes.

InfoFlo ScanPro is only $125 per month for 1 year. After which, you own it for life!. When comparing to eBridge, a popular scanning software, InfoFlo ScanPro offers more value for less!

Contact manangement prices compared for Maximizer, Goldmine CRM and Sage ACT!.