Scanned Documents Attachment and Assignment
Insurance Sales Tracking offers a user-friendly scanned documents upload, and assignment process. With just a few clicks, you can quickly assign your scanned files to the appropriate policy or contact after completing your scans.
This feature allows you to upload files either by using the upload form or by simply dragging and dropping them from a folder on your computer.
You can attach a document scanned to any of the following objects.
- Policy/Non-Policy Sales
- Leads
- Quotes.
- Contacts/Customer File.
- More areas are coming soon.
View it in action in the video
