I’ve recently soft-launched a new document management service for insurance brokers. The service allows brokers to set up document distribution sites for each of their clients, with a private log in for each client. It currently includes basic download stats for documents for each client.
This was a service initially set up for one local client, but I decided to expand the service out to others as well. Currently the site is free, and I’m looking to have more insurance brokers test it and give feedback. The design and functionality are both basic, and will likely change some over the next couple of months based on whatever feedback I get from test users.
So, if you’re an insurance broker, hop over to http://mybenefitsdocs.com and register a free account for yourself, then send feedback to service@mybenefitsdocs.com when you’ve given the system a test run or two. Final pricing has not been determined, but the idea is to keep the price relatively affordable.