AAA Carolinas saves $20K a year with electronic document management

Besides familiar services such as roadside assistance and travel services, AAA Carolinas also provides personal lines of insurance for clients throughout North and South Carolina. The company saves $20,000 a year by electronically managing the thousands of forms and documents its insurance division generates.


Manual management slow and costly

Agency underwriters and administrative staff manually processed, routed and filed hundreds of claims, reports, applications and files each day. Those documents piled up, dramatically increasing storage costs and squeezing valuable office space. Workflow slowed, decision making was delayed, and files were lost during routing.


A more efficient solution

After researching ways to reduce paper and storage costs, and improve their document handling process, AAA discovered WebDocs. The software allows the insurance division to easily scan and electronically store, manage and distribute documents, eliminating the need for manual handling.


Web access and security

WebDocs is a hosted or server-based solution for System i or Windows. Time is saved and productivity improved because employees involved in claim or underwriting decisions access documents from the web and electronically forward them to others for review or approval. Plus, the system has features that track revisions and control document access, ensuring document security.


Results that can be counted

Web-based, electronic document management saves AAA Carolinas $20,000 a year in paper and storage costs. The insurance division now handles policy management processes in days instead of the weeks it used to take.

According to insurance division IT manager Harry Johns, ROI was achieved in less than two months, and the savings continue to grow. What’s more, WebDocs helps position AAA Carolinas for the future. “We were looking for a product that had the potential to grow as big as we need it to,” Johns said. WebDocs gives AAA Carolinas that flexibility.

 

 Download Full Case Study