B-FILE SYSTEMSIntroduce Your P&C Customers to Life & Retirement
B-File is an agency’s dream. Their software frees up your valuable time as an agency owner and onboard your customers. B-File provides the P&C Industry with software that gathers data and leads customers through a conversation about life insurance and a retirement plan.
Our web developers built a custom web-application that provides insurance companies with a dashboard that walks their customers through the steps to profile their customers for life insurance and retirement needs. We also built B-File a risk-assessment calculator that recommends proper liability coverage based on the uncovered assets found by our program.