ClientAccessWebApplied Innovation
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PapyrusApplied Innovation
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Related Products
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About
ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves. Default and custom reporting options available. Create custom reports specific to your clients’ needs that they can run on-demand. Data rich reports can be converted to statistical reporting instantly. Drill down on a statistic to access that specific data. Reporting is fast and flexible, easier and faster than pulling data from your collection software. Whatever your client requirements, you or they can create and save a report for later use. Save your time. Save your clients time.
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About
Papyrus is a comprehensive document management system, designed to help reduce the time spent shuffling files, printing copies, filing documents, retrieving and delivering reports. Working in concert with ClientAccessWeb, statements can be delivered right to your clients account. Users lose 30 minutes per day searching for documents on their network, oftentimes to no avail. Papyrus allows you to be audit ready with instant retrieval of documents. Convert text reports, such as Commission, Paid & Unworkable, Productivity, etc. into searchable .pdf files.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agency businesses seeking for tools to control time and expenses, automate workflow between agency and clients
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Audience
Businesses looking for a Document Management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationApplied Innovation
Founded: 2001
United States
www.appliedinnovationinc.com/clientaccessweb/
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Company InformationApplied Innovation
Founded: 2001
United States
www.appliedinnovationinc.com/papyrus/
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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