Document Management System (For Business and Private Customers)

"Whether you require a customer's insurance policy, a brokerage agreement or the invoice for the rent, with ecoDMS the search is a matter of seconds."

The days when paper flooded a broker's office are numbered

Since January 2008 the changes to insurance policy laws have been making work in the insurance sector more difficult. Instead of easier working conditions and less bureaucracy, the mountains of files have increased due to the new counselling and documentation rules.

Optimization of document processes

ecoDMS optimises the documentation processes in an insurance broker's office and thereby decreases business expenditure. The software supports insurance brokers, for example, in assigning and processing counselling records in compliance with the mandatory documentation and offers an audit-proof archiving of all documents, such as counselling protocols, insurance policies, brokerage contracts, invoices, receipts, letters, etc.

ecoDMS One

This clever combination of ecoDMS, ecoWORKZ & ecoMAILZ licences, api connects, upgrades and support offers business customers guaranteed planning security.

At a Glance

ecoDMS is the ideal document archiving system for everyone. Here you can download default settings for the ecoDMS database for private individuals and business customers.