Todays Insurers and Insurance Brokers continue to face market changes, and are constantly facing challenges. Whether it be customers expectations in terms of products and service, how they obtain and utilize their information for informative business decisions, or managing risk and regulatory complexities. M-Files helps insurance organizations manage information easily and comply with regulations while providing instant access to important documents and information.

Benefits With M-Files

Find what you need instantly.

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last? What if it didn’t matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Review and approve claims tracking, endorsement and renewals faster.

Managing and tracking  requires a lot of time. M-Files frees up more hours in the day by automating processes. Because M-Files knows who is responsible for every task along the way, notifications are sent automatically.

M-Files plays well with others.

Communication is the key to any relationship and your business software is no exception. M-Files talks to your other systems so you can find what you need from wherever you are, with existing CRM, ERP and other business systems so that every bit of information you need is in one place.

Make your business audit-proof.

Failing an audit is extremely costly and risky. Keeping records of everything and maintaining updated financial documentation is critical. M-Files keeps track of every version of everything for you. See the entire history of all the content in your organization at any time.


A 360 degree view of the client and policy.

All tasks pertaining to a client and their policy, from claims tracking, endorsement and renewals are visible and can be monitored during the full life-cycle of a policy.

Enhanced visibility into Claims.

All tasks pertaining to a claim, from processing the claims application, to the approval or rejection, including any legal action taken are made visible and can be monitored during the claim’s life-cycle.


Ask a Question

We’re here to help. If you have any questions about M-Files or just need more information, just let us know.