Intac

Case image

Industry

  • Financial / Insurance

Challenge

  • Remote workers and office staff need reliable access to client files
  • File cabinets and boxes taking up much needed office space
  • Maintain high level of customer service while experiencing 10% growth year over year

Solution

  • Outsource scanning and indexing of clients' retirement plan files
  • Cloud document management software for the secure storage, tracking and management of files
  • Integrate document management software with customer relationship management software
  • Utilize Kodak scanners and document capture software for conversion of new client files

Impact

  • Staff has immediate access to client files from any computer or mobile device
  • Audit trails, security logs, and utilization reports to ensure data security and regulatory compliance
  • Reallocation of office space by eliminating 20 file cabinets
  • Improved customer service as inquiries are handled immediately
  • No more lost or misplaced client files

Solutions Used

Documents Document Scanning & Indexing

Documents Document Management Software

Documents Kodak Scanners

Documents Document Conversion Software

Documents Integration Services

Challenge

Intac Actuarial Services provides full-service plan administration and consulting to employer-sponsored retirement plans for over 1,500 clients, and had been growing at a rate of 10% per year. The sheer volume of paper generated by client forms and legal documents was growing as well, to the point that the company was running out of office space.

In addition, about 20% of the staff were telecommuters and frequently took client files with them — which made it difficult to locate information when customers called in with questions or requests for documents.

Solution

Digiscribe developed a document management solution that was easy-to-use and quick to implement. Intac would scan new client files going forward, but outsource the capture of their massive legacy files to Digiscribe. All documents would be stored off-site on ImageSilo®—a secure, fully-redundant cloud-based repository. Digiscribe handled the pickup of 500,000 pages of client files, scanned and indexed them at their facilities. Documents were indexed by type and client number and then enhanced with client name, plan name, and consultant name from Intac’s existing customer database.

Once completed, Digiscribe uploaded the legacy files to ImageSilo, where they are accessible by Intac’s staff from their office or home computer, 24/7. ImageSilo was integrated with Intac’s customer resource management (CRM) system, enabling consultants to instantly access client files from within the CRM system with a simple keystroke, for real-time access to information.

As Intac would manage new client files in-house, they purchased from Digiscribe a Kodak™ i260 scanner and PaperFlow™ capture software. Documents are scanned with barcode sheets produced from the CRM system, with index fields populated automatically and comments captured using OCR (optical character recognition) technology. Intac now scans and uploads an average of 15,000-20,000 pages of new client files — correspondence, tax forms, legal documents, etc.—directly to ImageSilo each month. During periods of increased volume, these services are outsourced to Digiscribe on-demand.

Benefits of this Digiscribe Solution

  • Instant access to client files by computer from any location—home or office—24/7.
  • Improved employee efficiency as files can be retrieved in seconds.
  • Enhanced customer service as client inquiries are handled immediately.
  • Clients can be emailed requested documents instantly for more responsive service.
  • No more lost or misplaced documents.
  • Audit trails, security logs and utilization reports to ensure data security and regulatory compliance.
  • Less clutter as office space used for 20 filing cabinets was put to better use.
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Testimonial

Our sales were growing but so was the amount of paperwork in our office. Thanks to Digiscribe, we don’t have to waste time hunting for the files we need. We save a lot of time and our clients love us for it.


Bill Waller, Manager of Pension Services
Intac Actuarial Services, Inc.
Ridgewood, NJ