Insurance
With CRM you can easily manage physical and digital documents while maintaining compliance throughout your information’s lifecycle.
Why Choose CRM?
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.
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.
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.
OUR SERVICES