Bromwall Ltd. - Insurance Brokerage Enhances Efficiency with DocuWare
Company Size
11-200
Region
- Europe
Country
- United Kingdom
Product
- DocuWare
- DocuWare Professional Server
- Act! by Sage
- Paperport by Nuance
Tech Stack
- ECM (Enterprise Content Management)
- Microsoft Outlook
- MAPI Interface
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Database Management & Storage
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- System Integration
- Training
About The Customer
Bromwall Ltd. is a fast-growing, specialty insurance broker that provides coverage for various businesses, including many in the construction, engineering, commercial buildings, movie props, retail, and warehousing fields. Headquartered in Old Hatfield, Hertfordshire in Eastern England, Bromwall has grown from a small company to a successful 15-employee organisation doing business well beyond the British Isles. The company processes over 2,000 documents on a monthly basis, mostly consisting of e-mail, presentations, photographs, insurance policies, applications, etc.
The Challenge
Bromwall Ltd., a rapidly growing insurance broker, was facing the challenge of managing a flood of paperwork on a daily basis. The documents, ranging from policies and claims to client presentations and new business, were coming in from various sources. The paper-based system was inefficient and time-consuming, often requiring employees to return phone calls after first identifying the case and matching the pertaining records. The company needed an Enterprise Content Management (ECM) system to manage the influx of documents and free up time for personnel to handle other tasks. The solution also needed to integrate with 'Act! by Sage' and 'Paperport' by Nuance, two other standard software systems used by Bromwall.
The Solution
Bromwall implemented DocuWare, an ECM solution that met all of their requirements. The system was set up over a weekend and was up and running by the following Monday. All employees had been trained using DocuWare’s eLearning programme, which could be completed via CD or online. The new electronic workflow mirrored the paper-based workflow, but also made it easy for a supervisor to identify any possible shortfalls by observing the outstanding documents in the individual staff baskets. Moving documents between baskets and placing them in the filing cabinet was now as simple as clicking a button. The system also integrated seamlessly with 'Act! by Sage' and 'Paperport' by Nuance, and an automated backup to the Internet was arranged to secure all documents.
Operational Impact
Quantitative Benefit
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