Back to Use Cases
Insurance
Centralized Document Management
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Scattered policy documents across multiple systems with no centralized repository, version control, or easy retrieval.
Solution
Implement Salesforce Files with comprehensive document management, automated retention policies, version control, and secure sharing.
Key Outcomes
- Centralized document repository
- Automated retention compliance
- Version control and audit trail
- Secure document sharing
Tags
document-managementcomplianceinsurancesalesforce-filesarchiving
Implementation Timeline
8-12 weeks
Medium Complexity