March 8, 2012

Cover Story

CEO of the Year

Utah’s business landscape is rich with professionals who have le...Read More

Featured Articles

Did you go Skiing this winter?

Around Utah


Martin Plaehn

Karen Sendelback

Legal Briefs
Social Media and Employers: Friends or Enemies?

Money Talk
The Case for HSAs

Economic Insight
Time to Show Up

Lessons Learned
Make a Move

In the Lab

Rent to Own

Business Trends
Back from the Dead

Living Well
Artful Inspiration

A Breath of Fresh Air

Worst-Case Scenario

Regional Report
Northern Utah

Measure Up

Industry Outlook
Travel & Tourism



eFileCabinet Partners with Allegis Advisor Group

Press Release

March 8, 2012

eFileCabinet, Inc., an expert paperless software solution provider for small business, announced a partnership with Allegis Advisor Group, a full service insurance and annuity Brokerage General Agency company. With eFileCabinet’s on premise document management solution and client portal, Allegis and its financial advisors can decrease office paper, increase productivity and increase security when managing and sharing important documents.

“The focus of eFileCabinet has been to help increase the productivity of paper-intensive businesses that have high customer interaction, and Allegis’s financial advisors are certainly our target,” said Matt Peterson, president & CEO of eFileCabinet. “With eFileCabinet Desktop and SecureDrawer, each advisor can be more efficient, supporting both insurance and financial services regardless of location. With the SEC and FINRA compliance needs of the industry, the representatives can now grow their business knowing that our software will help them manage their regulatory needs.”

eFileCabinet Desktop users can digitize their bulky paper documents and store them on their local PC or network. Allegis advisors can send secure documents through the SecureDrawer portal, enabling private document sharing to be safe and efficient. Allegis clients can expect a much faster level of communication, accurate documentation of agreements, and improved quality of service.

“We were already using eFileCabinet within our corporate office to reduce our paper-heavy processes. It was only natural to think about helping our hundreds of financial advisors with the same efficient software,” said Chris Miller, president, Allegis Advisor Group.“We like recommending great solutions that help all of our business partners simplify our mutual processes. Everyone wins with this solution.”

Ray Johns is an existing Allegis advisor and user of eFileCabinet’s paperless software. “We have been able to save a couple of hours each day looking for and filing the documents, not to mention the expense of paper and toner,” said Ray Johns of RW Johns Financial Group.

A full list of eFileCabinet Desktop features is available at and more information about SecureDrawer can be found at

Utah Business Social
UB Events View All
Best Companies to Work For 2015Utah Business Event
Dec 10, 2015
Utah Business magazine is thrilled to announce the 2015 Best Companies to Work for Event! This y...
Community Events View All
Empowering Self and Others: Become and Awakener
Dec 1, 2015
Uncover the secrets of empowerment. Whether you are a parent, a teacher or a Coach, you’ll find ...
Secrets to Financing your Business
Dec 1, 2015
Register:  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
* Event Description: