1. A customer called or emailed the agency requesting a copy of their policy
2. The CRS went downstairs to where the filing cabinets were stored
3. The CRS sorted through the files to find the right policy before scanning it
4. The file was then sent to the producer who shared the policy with the customer
Obsessed with QQCatalyst
QQCatalyst enabled ETA to go completely paperless. Executive Assistant and Account Manager Renee Slakoper says, “We went from receiving an email, going to the basement, scanning in documents… to pulling a client’s information up immediately. That’s a lot of time saved.” She highlights the newfound ability to remove silos and improve cross-department functionality with the paperless approach.
Now we can service an agent’s clients while they’re away and we have the information right at our fingertips.