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Client Center
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Document Scanning
Document Management
Hybrid Solutions
Industry Specific Success Stories
Accounts Payable
Accounts Receivable
Client Files
 
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Solutions

Industry Specific Success Stories

Client Files

ACE
5 2 6

“Our sales were growing but so was the amount of customer paperwork in our office. We were running out of storage room and, with so many people working from home, it was hard to find information quickly when customers called in to ask questions.

Thanks to Digiscribe, we don’t have to waste time hunting for the files we need. When customers call, we can bring up their information immediately from ImageSilo®, and with a few clicks, email what they need—we can literally press the “SEND” button while the client is on the phone! 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

 
3 1 4
Intact

Challenges

Solution

Benefits

  • Intac was running out of office space for their massive volume of client files and legal documents.
  • 20% of staff were telecommuters who took files home with them.
  • Information was difficult to locate when customers called with questions or document requests.
  • Office space was cluttered and used inefficiently.
  • Digiscribe implemented a hybrid document management solution, including outsourced scanning services, an in-house scanning system and a Web-based repository for document storage and retrieval.
  • Digiscribe handled the pick up, scanning and indexing of over 500,000 pages of legacy files.
  • Intac scans new client files in-house, using a KodakTM i260 scanner with PaperFlowTM capture software, purchased from Digiscribe.
  • All scanned files are uploaded to ImageSilo®—a secure, off-site, Web-based repository.
  • Files are retrieved and distributed instantly from any location with a Web browser, 24x7.
  • Scanning and indexing services are outsourced to Digiscribe during periods of increased volume.
  • ImageSilo was integrated with Intac’s CRM system.
  • Immediate access to client files—whether at home or at the office—24x7.
  • Greater employee efficiency.
  • Faster, more responsive customer service. 
  • No more lost or misplaced documents.
  • Audit trails, security logs and utilization reports ensure data security and regulatory compliance.
  • Eliminated 20 filing cabinets to reduce clutter and use office space more efficiently.
  • Able to handle increases during peak volume periods without incurring the costs of hiring temporary staff or gearing up internal operations.
  • Real-time access to client files from Intac’s CRM system with a single keystroke.

PaperFlowTM and ImageSilo® are registered trademarks of Digitech Systems, Inc.

 

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