Trusted by Clients Across Financial Services, Insurance, and Healthcare
Automate Data Processing and Document Management
Accelerate critical business processes and go papercless with Mojo, our AI-powered data transcription technology that eliminates manual data entry to create structured data you can use. Complete your workflow automation with Virtual Client Folder, our cloud-based document management solution with seamless search and drag-and-drop simplicity.
Experience automation that enhances productivity without exposing your most valuable asset—your data.
Transform Content Management Operations
Streamline your content supply chain without compromising compliance or security. SIGN is our simplified e-signature solution that works with all file types and requires no setup. Internet eXpress provides scalable, secure document exchange across 600+ endpoints.
Experience seamless collaboration and efficient workflows—backed by more than 30 years of trusted innovation in highly-regulated industries.
Keep Data Secure and Encrypted Throughout Its Lifecycle
Go beyond compliance requirements and stay ahead of evolving threats with proven, patented data security solutions. Eliminate the data encryption gap with SAFE®, the only always-encrypted data security platform that works at the speed of business. While others leave data exposed during critical operations, SAFE ensures continuous encryption across every data state—at rest, in transit, and in use.
Complement your data protection with C-mail, our encrypted email solution that secures communications with proof of delivery.
Protect sensitive data with the strongest encryption technology available today.
Download the SAFE E-BookData Management Solutions
for Highly Regulated Industries
We have clients across industries who all have one thing in common: they want to simplify their content management, automate data entry, and meet security and compliance regulations.
Fast, Secure Data Management
for Financial Services
Meet stringent regulatory requirements while optimizing operations with secure data management solutions designed for highly-regulated industries.
Explore Solutions for Financial Services
Optimize Insurance Operations
While Protecting Customer Data
Transform document workflows, accelerate policy processing, and protect sensitive customer data throughout its lifecycle with solutions tailored for insurers and brokers.
Explore Solutions for the Insurance Industry
Data Transcription, Automation, and Security
Built for Healthcare
Automatically and accurately transcribe medical documents and exchange patient information securely —all while ensuring HIPAA compliance and protecting private patient information across your entire organization.
Explore Solutions in Healthcare
The Paperclip solution made perfect sense for us. It was an efficient way to ensure encryption and proper data storage. The integration process was as smooth as it can get. We had a fantastic experience working with the Paperclip technical team. Our developers were able to hook into SAFE easily—it was a five-star experience.
Integrating MOJO into our daily workflow process has been one of the best decisions we have made. We onboarded at a time when we were short-staffed, and it provided a quick, easy, and efficient support system. MOJO could handle multiple applications at the same time. It allowed our case managers to focus on case management while MOJO entered the applications into our AMS system, not to mention, also created a Paperclip folder, and indexed the documents. Our case management team loved the integration, and the process continues to work efficiently since we onboarded in 2018.
Paperclip’s services will allow us to remove countless unnecessary steps and reduce the amount of tasks for our New Business Teams. Our long-time Imaging Specialist is retiring and our partnership with Paperclip has made it possible to not replace the role. The features available within the platform are a hit amongst our teams—and we should have made the taken the plunge to work with Paperclip years ago!
Lion Street chose Paperclip at the onset of our operations, as our primary document archive and transmission solution for life insurance applications. This decision was based on speed of implementation due to existing carrier connectivity, experience and knowledge of our workflows, and Paperclip’s ability to meet or exceed required industry regulations and standards for information security.
We established a dedicated platform with Paperclip’s Virtual Client Folder (VCF) solution to support our internal and field operations. We enhanced the VCF solution with Paperclip’s Mojo offering to further streamline the process for our advisors, while digitizing the data from traditional forms. These two solutions have proven to work in concert to enable Lion Street to meet the varying needs of our independent practitioners and also create internal operating efficiency and scale for Lion Street.
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Cybersecurity Leaders Peer Survey
Take our quick, confidential survey and get key insights about how your peers address data security and encryption.
Efficient Workflows. Complete Data Management. Advanced Security.
Transform your business operations with integrated solutions that secure, process, and manage your most critical data. From electronic signatures and document processing to encrypted communications and secure file transfer, Paperclip’s comprehensive suite streamlines workflows while maintaining enterprise-grade security. Whether you’re digitizing paper documents, securing client communications, or managing electronic records, our solutions work together seamlessly.
Paperclip’s solutions are built on proven technology and integrated into trusted workflows, so our fast and accurate data management platform is as easy to implement as it is to use.
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Keep up to date with Paperclip’s latest solutions and innovations across document management, secure communications, and data security by joining the Paperclip community.
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