How to Protect Your Client's Data Using a Cloud Document Management System (DMS)
In the insurance industry, safeguarding client data is paramount. From policy creation and claim processing to reimbursements, sensitive personal information is an integral part of your daily operations. Here's how a cloud document management solution (DMS) can empower you to protect your client's data** and ensure regulatory compliance: Beyond Email: Secure File Sharing with DMS Attaching documents to emails is a security risk. Data breaches targeting email providers are a growing concern. A cloud DMS offers a secure alternative for file sharing. Documents are uploaded to a centralized repository within the enterprise content management software (ECM) system . You can then share files securely with clients by generating a unique link. This link allows authorized users to access the document directly within the browser-based DMS , eliminating the need for email attachments and third-party email services. Granular Access Control with Role-Based Permissions Unlike