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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