Insurance brokerage firm yields more than 15 % in productivity improvements

Hyland Software Inc., developer of the OnBase^® enterprise content management (ECM) software suite, announced that Lanier Upshaw, a leading regional insurance brokerage firm headquartered in Lakeland, Fla., has selected OnBase to streamline the access and control of documents, e-mail and other data across the company.  

Using the OnBase ECM solution, Lanier Upshaw provides instantaneous access to data, documents, records, reports and e-mail throughout its organization including remote offices in Tampa and Winter Haven and the central operations in Lakeland, Fla.  All departments have access to the OnBase system and use it to speed processing, customer inquiries and decisioning across the company.  The OnBase ECM system was implemented with comprehensive integration to AMS Sagitta® agency management system in only 60 days. 

“We were looking for a solution that expanded beyond just scanning documents,” said Ryan Deeds, vice president of Information Technology for Lanier Upshaw. “Fast, easy data retrieval, fast deployment and remote access were key criteria in our decision to go with OnBase.  Initially, our employees were apprehensive to try a new system, however, they were thrilled to see that OnBase was much easier to use and made a greater impact than our previous solution.  Overall, we estimate that time savings with the OnBase solution has yielded a 15 percent productivity improvement over our former solution.”

Prior to OnBase, Lanier Upshaw’s employees retrieved electronic documents through a time-consuming process, cross referencing annotated notes in the agency management software and then finding the documents on the network. On average, the process took up to eight minutes of lookup time.  With the OnBase ECM system, all mail is scanned into the central location and documents are routed to the correct employees for work using a bar code data system.

“In working with Lanier Upshaw we noticed that significant productivity improvements were gained in customer service response times,” said Tim Tallaksen, director of Insurance Solutions for Hyland Software. “Client service representatives (CSRs) often have to access documents 20 to 30 times per day in an insurance firm.  Dealing with these time-consuming processes meant that it could take up to four hours for Lanier Upshaw CSRs to find and retrieve documents. All that is now instantaneously accessible to employees whether they are working at the headquarter location, remote office or at home.”

About Lanier Upshaw

Lanier Upshaw is a full service, independent insurance agency that provides the right combination of coverage, service and price tailored to client needs with experts delivering the most comprehensive level of protection available. With offices in Lakeland, Tampa, Jacksonville, Tallahassee and Pensacola, Lanier Upshaw is the insurer of choice in the southeastern region. You can visit Lanier Upshaw online at www.lanierupshaw.com or contact them at (863) 686-2113.

About Hyland Software Inc.

Established in 1991, Hyland Software Inc. is the developer of OnBase, a rapidly deployable suite of enterprise content management (ECM) software applications. OnBase is a modular suite of ECM applications that includes document imaging, workflow, electronic document management, COLD/ERM and records management. OnBase allows insurance carriers, managed general agents, and third party administrators to streamline processes and improve service levels across the enterprise, including strategic areas such as new business, underwriting, claims, regulatory compliance support and customer service.  For more information about OnBase, please contact an OnBase Authorized Solution Provider or visit www.onbase.com.