Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FileTrail® stands out as the premier information governance software suite tailored for highly-regulated sectors across North America, the UK, and Europe. Since its inception in 2000, FileTrail has been dedicated to empowering innovative organizations within the legal, corporate, and governmental domains by offering a centralized and transparent overview of all data across various repositories, encompassing both physical documents and digital files. This fully integrated enterprise software is crafted to deliver a contemporary data governance solution that aids organizations in automating adherence to internal policies, governmental regulations, and outside counsel guidelines (OCG). Additionally, it enables the creation of customized policies and taxonomies specific to different industries while effectively mitigating risks associated with retention and disposition management, ultimately leading to significant cost reductions. Furthermore, FileTrail's commitment to continuous improvement ensures that organizations can adapt to evolving compliance environments with ease and efficiency.
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
API Access
Has API
API Access
Has API
Integrations
IBM StreamSets
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FileTrail
Website
www.filetrail.com
Vendor Details
Company Name
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Product Features
Document Management
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
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management