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Insurance

With CRM you can easily manage physical and digital documents while maintaining compliance throughout your information’s lifecycle.

Why Choose CRM?

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Comprehensive Management Options

  • Secure Physical Storage

    • Store records off-site in our climate-controlled, monitored facility.

  • Leverage our Online Access Portal

    • Safely access files and manage retrieval from anywhere.

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Electronic Record Conversion

  • Digitize Hard Copies of Files

    • Scan records to create text-searchable documents to enable online access to your records.

  • Remote Scanning On Demand

    • Request the exact files you need from physical storage for immediate access.

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Maintain State & Federal Compliance

  • Mitigate Risk

    • Comply with industry regulations and strict security protocols to safeguard customer information and minimize the chance of data breaches.

  • Secure Records Disposal

    • Unneeded files can be safely destroyed to minimize the risk of data being compromised.

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OUR SERVICES