CLIENT: McDonnell Insurance - Cordova, TN
LOST: Countless hours tracking down files?
FOUND: Automation and improved productivity

 

"Our Account Managers spent countless hours tracking down files. etfile improved efficiency in all our lines of coverage."
Jennifer Reginelli, COO McDonnell Insurance

 

McDonnell Insurance researched several electronic document management companies, and chose etfile for its versatility and ability to customize to their needs.

The BENEFITS:

• "Integration with our agency management system - TAM. We just click on the etfile toolbar and pull any documents associated to the client, policy, etc."
• "etfile's support team is great - fixes any problems on our time, not theirs."
• "When we make a suggestion on a possible enhancement, it's either already in the works or they get to it right away."
  
  

The RESULTS:

• "We went paperless within one year."
• "No more rattled nerves - our jobs are easier and more productive."
• "Account Managers and Process CSRs can answer customer questions right away and forward documents to customers in a few clicks."
  
  

"We donated 27 file cabinets to charity. We absolutely love etfile"

CLIENT: Trimble Insurance Agency, Inc. Delaware, Ohio
LOST: 30 used filing cabinets
FOUND: $10,000 to $12,000 a year

 

"I was considering expanding the agency, but our filing cabinets and storage were taking up valuable space. We were going to physically add on to the office if we did not make a decision soon."
Greg Trimble, President, Trimble Insurance Agency, Inc.

 

Then he found etfile.

The BENEFITS:

• "Integration with Applied! When I saw how easy the integration was, it was a no-brainer."
• "The two biggest benefits to me are paper storage and speed of producing documents when you need them."
• "Everything is now bar-coded while we still continue to t-file. This provides a measure of checks and balances for us to keep our E&O exposure to a minimum."
• "We grasped the scanning procedure easily. Creating a barcode is just a matter of a couple of clicks, print, and you're done. We scan all the applications, group apps, coverages, invoices, bills, statements, and anything that requires a signature."
• "We were very pleased with the quality of the training, and vendor support has been absolutely amazing."
  
  

The RESULTS:

• Sold 30 file cabinets and turned all that storage space into five additional workstations. "Now we have room to grow in our current office at no extra cost."
• "I plan on reaping $10-12,000 a year in savings from time saved, improved filing and increased workload."
  

CLIENT: Wm. Adkins Agency, Inc.
LOST: Large filing cabinets, filing boxes and extra, unnecessary work
FOUND: Efficiency and peace of mind

 

"Our agency rents expensive retail space and every foot is important.  With our business creating a lot of paperwork, I wanted to streamline our processes in-house and go paperless."
Bill Adkins, Principal of WM Adkins Agency, Inc.

 

Bill compared etfile with a competitor and saw two important differences:

1. etfile was priced more competitively
2. etfile's easy barcode system allows each employee to scan documents into the system themselves

The BENEFITS:

• "We scan all new documents in personal and commercial lines and the retrieval process is fantastic. We retrieve documents in seconds."?
• "Documents are no longer lost or misfiled."
• "On financial lines the results are more dramatic, as we have been scanning the entire file, thus allowing for immediate viewing of all financial lines products and records."
• "You can monitor producers to make sure they're compliant on new business in just a few minutes by calling up their applications for review."
• "It is a huge benefit for financial compliance, as we can e-mail documents including correspondence to Compliance, which is required. Now we just print a copy to etfile, then attach them once a week to send to Compliance."
  
  

The RESULTS:

• Freed up valuable office space: "We estimate half a salary or $10-15,000 is saved each year. That is hugely beneficial to an agency of our size."

CLIENT: Automate
LOST: Bulky filing cabinets
FOUND: Space, time and better customer service.

 

I just wanted to drop you a quick note to let you know how well your etfile system is working within our support groups. As you know our customer support people handle thousands of calls per month from our customer base. Each of our customers has a unique system setup that is documented in a manila folder. These folders were stored in rows and rows of file cabinets. When a support person needed to refer to the folder they would have to find it in the file cabinets and take it back to their desks for reference as they worked with the customer. Then the hard part would occur in that they had to put it back in the cabinet and you know how often this happens! The outcome of this was that support people would be wandering around the support area looking for folders that were not put back in the cabinets all the while our customers would be on hold waiting.

Since we have installed the etfile system we have scanned in all the information in the folders and now our support people have this information on their desktop. We have had a marked improvement in the handling of our support calls just due to the etfile system. I would like to say that I got back the room that the file cabinets were taking up but people still need a safety net so we haven’t taken that step as of yet but anticipate that it will happen in the new year.  Again, thanks for all the help with the system.

Michael Esposito, President & CEO
Auto/Mate Dealership Systems

 

CLIENT: M2 Global
LOST: Burdensome paper files; excess staff
FOUND: Lean Manufacturing

 

"To continue our lean manufacturing journey and comply with AS9100 requirements, we needed to focus on eliminating waste. Using etfile, we created standardized, automated processes."
Patti Meisetschleager, Chief Financial Officer, M2 Global

The BENEFITS:

• "etfile is easy to use. Our employees access all documents associated with a customer's order at any time."
• "We now interact with our customers quickly and effectively."
  
  

The RESULTS:

• "Achieved a return on investment with etfile in less than one year."
• "Reduce support staff by 50%."
  
  

Thanks to improved productivity and increased effectiveness realized with etfile, M2 Global plans to use it for all document-intensive processes throughout the company.