Nunn Insurance goes digital with Speedy Organizer/Plus.
March 11, 2010 (MMD Newswire) -- Nunn Insurance is based in Aiken, South Carolina and exclusively represents the Allstate Insurance Company in the area. It has done so far more than 20 years providing both financial and insurance products to it's clients and the organization prides itself on striving to be the best in servicing and supporting it's client's. Located between Columbia, SC and Augusta GA it's clients can be assured that they are definitely in good hand's. I recently spent some time talking to Kimberly Hildebrand to see how they were progressing with their project of converting their office paper documents and forms over to digital. Kimberly is the agencies client service representative and is responsible for this project and is also directly responsible for maintaining the best possible service to the agencies clients. The agency has 3 people in the office and 5 computers. One computer acts as a data server to the rest of the computers on each of their desks. Any one person can and will actually take an incoming client call so having key documents available to everyone was important.
In her words, Kimberly says "We have had Speedy Organizer for about 5 months and when you take out the time for the Holidays and New Year we have still managed to convert over 2000 endorsement forms that are now available on everybody's desktop for immediate referral when a client calls. This is pretty amazing when you consider we do the conversion in our spare time, an hour here and there at the end of a day. The fact that Speedy Organizer/PLUS is so easy to use and learn has meant that we can easily stop and start whenever we want. She explains further, "Digital documents are the way to go as far as significantly improving client service and support and we have the added benefit of significantly improving our entire offices efficiency and productivity. We are not getting up and down from our desks and running around looking for previous endorsements to respond to each clients request. The forms are right there on our desktop all the time." In response to my question regarding the use of email Kimberly says, "In about half of our client requests, generally with our younger clients, we can send the document or form directly to them via email from within Speedy Organizer/PLUS while we are still on the phone. The older clients just haven't got into email as much as say people under 50 and they pretty much expect that you can do it." Kimberly continues "If required we can also email the same information to our underwriting department as proof. Before we had Speedy Organizer/PLUS we would have had to fill out cover sheets and fax the paper material to both the client and underwriting. Now we can fulfill requests in a matter of minutes rather than hours and save lots of time to."
In my conversation with Kimberly she also explained that the agency handled about a 100 client requests a week, which resulted in the need to find a form or paper document. In this agencies case it was mostly an endorsement form. Kimberly stated, "It is important to start with one project at a time and in our case the priority was the endorsement form, and we loaded the most recent years client endorsement forms. Once that was completed we moved onto additional projects. We continued the process of conversion by putting all the most recent and new business quotes, new business applications and basically anything that has to be kept on file for clients into Speedy Organizer/PLUS. We still have 10 to 15 file cabinets to go, but if you take each project on a pre-determined priority basis then it is not such a daunting task. Conversely, if we had continued to do nothing you can be certain those file cabinets would grow in number over the coming years. The longer it is left the harder it will be to convert to digital and more of our clients particularly the new ones will continue to demand this type of service."
Most companies identify their priorities by considering first and foremost improvement in client service and support and being more competitive. A close second would be the improvement of internal office efficiency and productivity thus increasing profitability. Each companies needs are slightly different as far as the projects that are selected within these criteria and this is a key reason Speedy Organizer/PLUS document management software is most widely selected. Speedy Organizer is flexible, easy to implement and even easier to use so a company of any size can benefit from it's use in a very short time.
Kimberly closes our conversation with comments on why she purchased Speedy Organizer/PLUS. "We looked at alternatives on the market and the primary reason that we chose Speedy Organizer/PLUS was its ease of use. For our size of business it is a perfect solution with plenty of room to grow. Also, it certainly didn't hurt that the Speedy Organizer/PLUS was the only document management product we could find for under $500."
About Speedy Solutions
Speedy Solutions is a company that is dedicated to the ongoing research, development and distribution of Digital Document Management products that enable all companies to improve their efficiency, accuracy, reliability and security of one of their most valuable assets information and documentation. Speedy Solutions was established in 2003. Since that time Speedy Solutions has been developing and distributing thousands of products designed as part of our Practical paperless office approach for businesses large and small.
Press Information: Contact Carol Wilson, Andew Wilson Agency 1-866-369-8479
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