Essential Tools for Your Insurance Business: Discover Our Top Features

Seamless Document Association: Connect client documents effortlessly within Fileo, ensuring immediate access to crucial files whenever needed. Say goodbye to scouring emails or other folders for urgently needed files.

• Efficient Organization and Intuitive Interface: Navigate through your files effortlessly, saving valuable time and maintaining a clutter-free digital workspace.
• High-Level Security with Cloud Technology: Fileo is built on state-of-the-art cloud technology, specifically Microsoft Azure, ensuring the highest level of protection for your valuable files. Your data's security is our top priority.
• Instant Access to All Client Documents: Have all client documents at your fingertips.
• Available Across All Tiers: From Basic to Premium, Fileo is accessible to all users.

Fileo's initial release was in October 2023, and we are continually adding new features. To unlock the full potential of Fileo, all you need is an account with Insurance Buffalo – your gateway to a seamless, secure, and organized client document management system.

Boost your online presence and get discovered by potential clients with our public business listing.

Here's what you get with our business listing:

• Get your business and name indexed by popular search engines.
• Let clients find you based on your business features such as your name, phone number, areas of operation, languages you speak, insurance brands you represent, and products you offer.
• Inform your clients of your business hours and get a dedicated Internet address that you can share on your business card and other communication materials.
• Write a compelling sales pitch and personal description of your business to attract clients.
• Allow anyone to contact you without revealing your email address.
• Benefit from a secure and safe platform to showcase your business.

Don't miss out on potential clients! Sign up for our free business listing now and see the difference for yourself.

Communicate with your clients effortlessly and stay in touch with many of them simultaneously while adding a personal touch. Our platform provides you with the tools to make it happen.

• Send emails to multiple recipients at once, saving you time and effort
• Select recipients based on the lists you created for easy segmentation and targeting
• Personalize your emails to add a human touch and engage with your clients

No more struggling with communicating with clients, we make it easy and efficient for you. Try it out today and experience the difference!

Never forget an important task or deadline again with our automated reminder system. Set reminders for yourself and receive them through our on-site notification system and by email. Here's what you can expect from our system:

• Write notes and schedule reminders for specific dates and times.
• Receive reminders with additional data, such as client details, to help you take action immediately.
• Stay organized and on top of your tasks with our efficient and easy-to-use system.

Say goodbye to missed deadlines and hello to a more productive workflow with our automated reminder system. Sign up now to get started!