Gore Mutual Insurance
"Gore Mutual has significantly increased its productivity and customer service standards due in part to our document management solution."
Heidi Sevcik, Vice-President Underwriting
"With document management, our staff has quick and easy access to any and all correspondence relating to a policy or a claim online. Users simply search for the policy or claim number in the system.
Sean Christie, Director of Business Systems
" With a paper-based structure we’d easily need 30 people. Today we have 13 and the workflow is highly productive.”
Vicky Cole, Manager of Document Services
DKC Group
"DKC group increased its revenue by 24% in 06, having deployed Synergize, from Microdea, we have been able to hold our administrative staffing levels during this increase in revenue."
Damon Clarke - President
Pearson Dunn Insurance & Financial Services
"Remote offices and paper files have always been a challenge for Pearson Dunn. Synergize has allowed us the luxury of having the clients file on every broker’s desk, regardless of location. No more delays shipping paper and the files are always up to date and available. The ability to email time sensitive memos from our insurers directly from Synergize to our brokers has significantly reduced our response time and enhanced our service levels for our clients. On top of all that, not having to organize & store all the paperwork has saved us dollars and freed up valuable space. Synergize has changed the way we work at Pearson Dunn."
George McCarter – President
Dalton Timmis Insurance Group
"Synergize allows to me organize & monitor existing workflows without leaving my desk. Before Synergize I would physically have to look through a staff members desk to find out how many pieces of mail they received, what was outstanding and what the date on the oldest piece of mail left unprocessed was. This was not an easy task as each staff member tends to have their own filing system for paper work. With Synergize I have all the above information at my fingertips. It also makes moving work form one CSR to another easier as it can now be done electronically. In addition to this, I would regularly pull progress reports in TAM to review the amount of mail being processed by each CSR & TSR. I now have less of need to pull this report as Synergize allows me to view all completed work simply & easily.
Lorrie Adams – Commercial Lines Manager
"As Training and Product Development Specialist for Dalton Timmis I was impressed with the implementation of Microdea's Synergize document management system in our office for many reasons. Primarily because I am effortlessly able to administrate the system myself adding new users, workflows and/or document types but more so because of how gratifying it was to see the delight on the new user's faces when they realized how easily the system allowed them to retrieve, display and share information with customers and insurers."
Diana Reizgys –Training and Product Specialist