Announcement: Microsoft and M-Files partner to transform NZ businesses [Learn How]
DocSmart Solutions logo
Book A Free Consult

Ditch the Paper Trail: Smarter Document Management for Insurance Brokers

Managing policies, claims, and client files shouldn't be a headache. M-Files integrates with your broking software to automate processes, ensure compliance, and keep things running smoothly.
Book A Free Consult

Featured Integrations

Microsoft 365

Salesforce

SAP

Google Workspace

Electronic Signatures

Network Folders

Seamless integration with Steadfast Insight and eGlobal broking software

Seamless Integration with Broking Software

  • Works seamlessly with Steadfast Insight, eGlobal, and other leading broking platforms.
  • Save documents and correspondence directly to Clients, Claims, Policies, and Contacts.
  • Gives your team a 360-degree view of the client - every file, email, and detail in one place, telling the full client story.

Enhanced Security & Compliance

  • Protect sensitive client data with automated permission controls.
  • Ensure compliance with New Zealand’s Privacy Act 2020.
  • Maintain a secure, auditable document trail with role-based access.
Enhanced security features with automated permission controls
Automate onboarding and policy renewals with M-Files workflows

Automate Processes with M-Files Workflows

  • Simplify client onboarding, policy renewals, underwriting, and claims management.
  • Automate repetitive tasks, reducing manual admin work.
  • Improve efficiency and responsiveness with smart workflows.

Insurance Brokers Trust DocSmart

We get it! Compliance, client confidentiality, and efficiency are key in the insurance industry. With M-Files, you get a smarter way to manage client information so you can focus on what you do best: protecting your clients.

Book A Free Consult

Why people choose M-Files over “The Other Guys”

Companies often say, “We already have a folder structure” or ask, “Why not just do it in SharePoint?”
The answer is simple: M-Files is superior in practically every way!
  • SharePoint

Metadata-Driven

Instead of relying on traditional folders, metadata-driven document management lets users search for a document by what it is, not where it's saved. Think of it like Spotify: you don't need to remember which playlist a song is in - you can find it by artist, albums, or genre.

Managing Information with metadata removes the headaches caused by folders: no more duplicate documents, broken links, or digging through layers of folders to find what you need. Just fast, flexible access to the right information every time.
  • M-Files
  • Network Folders
  • SharePoint

Automated Permissions at a Document Level

Traditional document managment systems manage permissions by location, staff need to know where to put a document to ensure the permissions are correct. With M-Files, your staff can feel safe with metadata-based permissions which are automatically assigned at the document level based on roles and security policies...

No more security breaches, AI crawling risks, or information governance nightmares - just the right people accessing the right information, every time.
  • M-Files
  • Network Folders
  • SharePoint

Automatic Version History

In M-Files, whenever you find a document, you know it's the correct version!

Every change is automatically version controlled and time-stamped. If a mistake happens, you can easily roll back to a previous version - no more asking IT to restore from backups.

  • M-Files
  • Network Folders
  • SharePoint

Unlimited Version History

With no limits on stored versions, you always have a full history of changes. Whether it’s a minor edit or a major revision, every version is kept.

This is crucial for businesses needing long-term records for compliance or project tracking. You’ll never have to worry about losing valuable document history.
  • M-Files
  • Network Folders
  • SharePoint

Built-in Workflow

Documents automatically follow preset workflows, ensuring smooth approval processes. No more chasing people for sign-offs, everything moves efficiently.

This keeps business operations running smoothly, reducing delays and boosting productivity. Documents get where they need to go fast.
  • M-Files
  • Network Folders
  • SharePoint

Generative AI Assistant

M-Files’ AI Assistant 'Aino' can extract key insights, summarise content, and answer questions about documents, regardless of language. It helps you cut through information overload, speed up decision-making, and save valuable time on manual work.

This improves efficiency and helps businesses make faster, more informed decisions. Aino works in real time and integrates seamlessly with your workflows, taking care of tedious tasks so you don’t have to. It’s like having a smart research assistant built into your document system.
  • M-Files
  • Network Folders
  • SharePoint

AI-Based Automated Metadata

When saving documents, M-Files Aino takes care of classifying and organising the information for you.

With Aino, your staff can extract useful information from documents and save it for later. Aino goes beyond just capturing metadata - it can make smart, human-like deductions that drive permssions, workflow, follow-up actions and more!
  • M-Files
  • Network Folders
  • SharePoint

Management of Structured Data as Objects

Beyond just documents, this system treats unstructured data such as customers, projects, suppliers, audits, assets, and more as connected objects.

This is what separates M-Files from other document management systems, it's not another silo - it's a platform that makes it easier to track and manage your business's data holistically.
  • M-Files
  • Network Folders
  • SharePoint

Enterprise Search

M-Files has powerful google-like search capabilities which can search across multiple repositories at the same time. This includes keyword search across the content of documents in all your connected repositories, such as Network Folders, SharePoint Online, MS Teams, and Google Drive.

With M-Files, your staff can quickly find what they need, work more efficiently, and avoid frustration - no matter where documents are stored. (And don’t worry - they’ll only see what they’re allowed to, thanks to metadata-driven permissions!)
  • M-Files
  • Network Folders
  • SharePoint

Fully Integrated Portal Solution

A centralised portal provides employees, partners, and customers with easy access to the documents they need. Everything is in one secure place.

This streamlines collaboration and communication, making it easier for businesses to manage shared files efficiently.
  • M-Files
  • Network Folders
  • SharePoint

Built-in Outlook Integration

M-Files integrates into the Microsoft Office suite seamlessly, including Outlook - making it easy for staff to save important emails and tag them to the right customer, project, or case.

No more losing key emails in someone’s old inbox. With M-Files, you can always find the email you need, when you need it.
  • M-Files
  • Network Folders
  • SharePoint

Automatic Retention & Disposal

With M-Files, documents can be automatically archived or destroyed based on metadata - helping you meet compliance requirements and avoid digital clutter.

M-Files becomes your document controller. No more manual sorting or guesswork. M-Files keeps your records organised, your data secure, and your business audit-ready at all times.
  • M-Files
  • Network Folders
  • SharePoint

Seamless Integration with Enterprise Systems

This system integrates with platforms like Salesforce, SAP, and Microsoft Dynamics, reducing manual data entry and duplication.

Users can access and manage documents within their familiar tools, streamlining workflows and improving efficiency.
  • M-Files
  • Network Folders
  • SharePoint

DocSmart have provided M-Files solutions to over 180 customers, including:

Since meeting with DocSmart, the level of professionalism in understanding our requirements has been exceptional. The possibilities with M-Files are endless, and we know that the DocSmart team will deliver on their promise by ensuring we have the best storage solution.
Sharlene Van Dijk Lexus of Auckland City
DocSmart helped optimise our M-Files to automate generation drawings and site cable change management, enhance data integrity, and securely share documents with key stakeholders.
Kevin Harman Manawa Energy
Working with M-Files and the DocSmart team has been a game-changer for us in our aspiration to build a digital library for football in New Zealand. The DocSmart team have been there to support our journey and navigate the challenges of digitising documents, some of which are nearly 100 years old.
Neil Coventry NZ Football Foundation
Early on, we saw that a major benefit of M-Files was its ability to shape to our needs, rather than REA needing to change processes to fit with M-Files.
Alexia Reedy Real Estate Authority
M-Files is great! It gives me the confidence to know I can always find what I need quickly and easily.
Ruth Steele Rothbury Insurance Brokers
We just knew this was the solution we were looking for. The deeper we analysed the solution, the clearer it became that M-Files would be right for CDC.
Schalk Breytenbach Clutha District Council
We’re so glad we implemented M-Files, it allows us to access all our documents and information when we work from home.
Gareth Knight Affiliated Insurance Brokers
M-Files has allowed us to move away from paper-based processes and smooth out the workflows, making them more efficient.
Jason Ross E tū
View All Reviews & Case Studies

Frequently Asked Questions

Lorem ipsum - dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

M-Files connects seamlessly with most broking platforms, ensuring your documents, policies, and claims sync effortlessly so you always have the latest information at your fingertips.

Yes! M-Files helps insurance brokers meet compliance standards by tracking document access, automating approvals, and ensuring secure data management.

Absolutely. Automate routine tasks like sending renewal reminders, claims updates, and follow-ups all while keeping records organised and auditable.

Ready to Work DocSmarter?

Let M-Files and AI do the heavy lifting. Book a free consult to see how intelligent document management can make your team’s life easier.
Free M-Files Trial