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
