Commercial and Industrial Acceptances

The Company

CIA is an award winning underwriting manager (Underwriting Manager of the Year – 2D10). They are based in Bedfordview, but have offices throughout South Africa.

www.cia.co.za

The Problem

• Everything in their business is document based with stringent legal compliancy issues which leads to the following problems:
• Too much paper
• Documents spread all around the office and cannot be found
• Too slow to react to a client call as information is not available

The Objective

• Reduce paper
• Centralise electronic document, especially email
• Link the EDRMS to the underwriting management software so that users do not have to use two different applications
• Replicate the physical file within the EDRMS by creating images of all documents to appear as though an user had just opened a physical paper file

The Solution

• Installed Doc-IT
• Create images of all documents so that users can ‘page’ through the electronic file
• Linked to Grail underwriting software so that Doc-IT follows Grail and only shows documents that correspond to the users location in Grail
• Automatically catch email and assign accordingly
• Assign work to workflows to ensure completion

The Benefits

• All documents and email now secure and compliant
• Familiar to users comfortable with paper
• Works with Grail increasing speed and reducing change management
• Customer service is greatly increased
• Procedures are being enforced

The Bottom Line

• They can service their clients immediately with every bit of information and documentation available at their fingertips

And More

• Rolling out to regional offices
• Rolling out to finance and bookkeeping