Deerfield One Place™

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A SECURE LOCATION FOR ALL YOUR BENEFITS AND DOCUMENTS

In our culture, there seems to be a never ending array of documents, statements, & administrative stuff to file, store, & manage. With the technology available to us you’d think these tasks would be getting easier; but that’s just not the case. The more we accumulate the more we have to keep up with, it just seems harder & harder to get and keep under control. Wouldn’t it be nice to have a safe & secure central location, to store your Insurance, Investment,  and HR documents, so you always know they will be there when you need them. Well, it’s here!  Introducing, “Deerfield One Place™”, one of our most attractive value adds yet. “Deerfield One Place™” is a solution for those clients that have a need for simplicity, and organization when it cones to their document storage. “Deerfield One Place™”  is a secure Deerfield managed server that offers a single location for all your electronic Insurance , HR documents, Investment applications, statements, policies, reports, &  signed forms, etc. And it’s quite easy to access. Just go to the Deerfield website sign-on portal, type in your user ID,  &  password, and you’re in. You can even use it to store any other documents you choose as well. Just email, fax, or mail us the document, tell us what to label it, & we’ll put it right in your file that same day, & email you a confirmation when it’s ready for you to access. Just think, 24/7  online access to your policies, statements, documents, forms, all in one place, at your finger tips & no more paper. With Deerfield  One Place, gone are the days of accessing multiple websites, shuffling paper, and keeping track of the endless stacks of documents. “Deerfield One Place™”, convenience, simplicity, order. Your help is here!

View a sample illustration here.

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DF ADVISOR  |  DF CLAIMS CONCIERGE  |  DF ONE PLACE  |  DF PAY
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