Paperless Environment Facilitates Significant Growth for Leading Insurance and Financial Services Company

At Heffernan Insurance Brokers, a paperless environment is the rule, rather than the exception. The Walnut Creek, California-based company, which specializes in commercial/private insurance and financial services, is ranked as the nation’s ninth largest privately held property/casualty agency by Insurance Journal magazine.*

Having experienced double-digit growth each year since its founding more than two decades ago, the company recognized the need for a technology infrastructure that could handle their workflows into the future. “Synchronizing the flow of information between our headquarters and seven remote offices became increasingly difficult because of our rapid growth,” said Mr. John Petersen, Chief Information Officer of Heffernan Insurance Brokers. “Our business processes were heavily reliant upon paper-based applications, forms, and original documentation. Freeing ourselves from the time-consuming shuffling of paper would enable us to maintain our exceptional customer service levels and growth without a costlier increase in manpower.”

The etfile Electronic Document Management Solution In 2002, Heffernan Insurance Brokers embarked on a journey to transition all offline paper processes to digital documents using their existing proprietary client database application. To bridge their manual and online workflows, they turned to document management and workflow solution provider etfile for help.

etfile’s electronic document management solution is a leader in the industry and can be integrated with nearly any backend system using Canon’s high-quality scanning products for capturing hardcopy originals. The solution makes it remarkably easy for users to scan, label, classify and store paper documents, photos, and e-mails, and have them automatically routed to the proper person’s workflow. etfile also includes a robust capability to search, find, verify,
retrieve and share documents once they have been scanned into the system.


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Jul 16

Printing is made easy with AirPrint support


AirPrint is Apple technology that enables printing from iOS or OS X devices without installing any applications or drivers.

With AirPrint, you can take advantage of driverless printing from iOS and OS X products to printers on the same network. This capability enables mobile workers to quickly print hardcopy documents – helping improve productivity, both inside your organization and on-the-go. It also boosts productivity by eliminating the need for you to e-mail files and attachments to someone connected to the network for printing. In addition, mobile printing with AirPrint helps reduce IT’s burden of managing application downloads and print drivers, and enables you to better manage jobs in your print queues. 

AirPrint works seamlessly with many Apple apps, including Safari, Mail, Photos, iWork and PDFs in iBooks. In addition to Apple apps, many third party apps also support AirPrint technology.


Benefits for users

  • Convenience of immediate access to a printer
  • Quick Wi-Fi connection between mobile device and printer
  • Print and share documents on demand
  • No need to install any app on the Apple mobile device in order to print


Benefits for IT and Support

  • No software to download, drivers to install or cables to connect
  • Low maintenance and speed of installation
  • Happy end users who can print from Apple devices