Our standards are high and they come standard.
For over a decade we have been the standard for compliance, ease of use and cost effective paperless solutions.
DocAgentTM (version 5.1.7)
DocAgentTM designed to allow clients access to their account documents through the Internet. Documents traditionally stored for permanent archive and ablative evidence purposes can now be leveraged as a client service tool. Documents such as cleared checks, client statements and loan documents are a few examples.
Clients utilizing the Internet can securely access pertinent information about their accounts with a standard browser. Copies of the original documents can also be sent to their registered email address - whenever they want.
Our unique approach to Optical Archiving allows you to enhance utilization of our DocManager® System by delivering to your members ultimate access to their account related documents and to do it securely 24/7.
DocAgentTM harnesses the power of the Internet and helps you reduce costly research time for staff members, while eliminating the postage and mailing costs of client inquiries when copies of original documents are required.
For more detailed product information or to schedule a demonstration of DocAgent, submit a webform or contact sales at 800.425.7766.