What document management system are you using?

Hey all,

Hope you’re all doing good amidst the Pandemic!

My firm is looking forward to implementing a DMS as it has become a bit difficult to manage quotes, applications, contracts, policyholder agreements, claim forms, PIP forms and HCFA forms. We are considering for a long-term use and investment as dealing with customers and mounting paper can be a daunting task. So, we want the transition to be smooth too.

I have done a bit of research online and found a few document management systems. I’ve been taking the online reviews and testimonials into consideration, which are not the only factors to consider if you’re thinking of long-term investment. For the time being, I am using Microsoft SharePoint for documentations, but I am thinking of getting a DMS, which was suggested to me by one of friends. So, I’d like to get some insights and suggestions on the brand and the other DMS tools based on your experiences. I am looking for suggestions on DMS that you think is very essential in handling sensitive customer documents, and maintaining records efficiently, which is always a challenge. Also, let me know how Asana worked out for you for the same. I’d like to know your experience with Asana. So that I can have an idea about the same before meeting up with others.

Since we don’t have much time to waste, I’d love to hear from you as soon as possible.

Thanks in advance!

Hi @Sherri_J_Cody, thanks for reaching out!

We have two threads with more comments from other community members about this topic:

You can find more details in the threads above but I’ll also keep this thread open so other members can share their experience with you!

Ohh, Great! Thanks for the share!

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