Introducing Fileo: Your digital document hub

2023-09-07 — 

We're delighted to introduce a ground-breaking addition to the Insurance Buffalo platform - Fileo. Enhance your document management experience with this innovative feature designed to simplify, organise and improve your workflow.

Discover Fileo: Your all-in-one document solution

Gone are the days of manual document management and document chaos. Fileo is here and presents you with streamlined organisation of your files. This powerful feature acts as your digital hub for storing and managing all client-related documents. Seamlessly connect files to clients and enjoy the benefits of a centralised platform that keeps everything at your fingertips.

The features include

Seamlessly associate client documents. Effortlessly associate files with clients, ensuring instant access to key documents when you need them.

Efficient organisation. Say goodbye to manual file management. Fileo offers a sleek and intuitive interface that effortlessly keeps your client documents in order.

High security. Built on state-of-the-art cloud technology, Fileo guarantees the highest level of security for your valuable files.

Improved workflow. Increase your productivity by having all client documents at your fingertips. Spend less time searching and more time building meaningful client relationships.

Your gateway to streamlined document management

We understand the challenges you face in effectively managing client documents. Our team has spent months developing an intuitive and user-friendly Fileo experience. This feature is seamlessly integrated into all of our packaged plans, ensuring that every user can benefit from its capabilities.

What's on the horizon

A first release of Fileo will be available in October 2023, followed by furtherd feature additions thereafter. To harness the power of this game-changing feature, all you need is an account with Insurance Buffalo - a fundamental step to unlocking the full potential of our platform.

Embrace the future of document management

As we continue to enable insurance brokers and agents, we invite you to embrace the convenience, efficiency and security of Fileo. See how our platform evolves to meet your unique needs, streamline your tasks and empower you to excel in your role.

Stay tuned for more updates and get ready to transform your document management with Fileo. Your journey to seamless, secure and organised client document management is about to begin.

For more details on Fileo and its upcoming release, please feel free to contact us. At Insurance Buffalo, we're dedicated to providing you with the tools you need to succeed.

Your Insurance Buffalo Team