
I like how user-friendly TitanFile is and how secure the site feels, especially with its HIPAA compliance and other certifications, which are very important for us as an insurance brokerage. I also appreciate being kept informed about which documents have and haven’t been uploaded. Additionally, it’s great that welcome calls have been scheduled. Overall, the initial setup of TitanFile was very easy and straightforward. Review collected by and hosted on G2.com.
What doesn't work as well for us is having the landing page for the link we send out. There are some fields we'd love to have on that page, like the referring agents and some valuable contact information as far as who uploaded the documents. We have to spend extra money to have the landing page customized. Review collected by and hosted on G2.com.