“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
What problems did Intac face?
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
What solutions helped them?
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
What impact did the solutions have?
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