Has
it ever occurred to you that small business is the perfect client to
adopt a certified Document Management System? Who needs more resources
for growth and less capital than a small startup or single or double
agent business?
Consider Jane Smith Insurance.
(Not her real name.) Jane had worked in the health insurance industry
for over 20 years in administration for a big corporate provider. She
noticed there was a real need for small business health plan counseling
that often went unnoticed by the larger companies. With her husband
close to retirement, Jane began her own agency focusing on those
companies. With two computers in their home office, a few file cabinets
and a small scanning copier Jane began Jane Smith Insurance. With Jane’s
industry background and her husband’s great personality and talent for
answering customer inquiries, their insurance practice began to grow.
Soon
customer service began to slip. Keeping track of documents and
providing immediate answers to inquiries presented a problem…It was time
to open an office and hire assistants to keep track of the activity
associated to their growing practice…or was it?
With
a small business implementation of DocuWare and a back file conversion
of existing files Jane and her husband were able to grow their client
portfolio to over 400 businesses. They decided to hold the line at 400,
as that was the sweet spot where they could continue to provide
excellent customer service and manage their client base without adding
employees. Frankly they liked the control they had of their business and
quality! Their investment in scanning, software and copiers was less
than $5000.00. That system today can be leased with a buyout at term end
for less than $125.00 per month!
Today Jane and
her husband are really retiring. Their practice is worth double the
amount of a similar practice because every bit of intellectual,
marketing, payment, enrollment and claim information is safely contained
within their DocuWare system. They are building a luxury condo in South
America, and passing the torch to another entrepreneur.
