Souders Underwriting Group is an independent insurance brokerage who finds ways to protect professionals when others refuse. Working with select agents and carriers Souders places professional liability and traditional excess & surplus products in defying situations.

THE CHALLENGE

Managing paperwork and placing new business efficiently without errors

Souders represents many agents and carriers. Submitting, sifting through, and presenting the numerous coverage options requires speed, accuracy and security. Tracking the steps and keeping up with the paperwork was daunting. Being in a specialized segment of the insurance market, traditional insurance software products were not a good fit for the way Souders needed to run the business. Souders wanted to grow, but the current way of handling the paperwork was a major holdback. Teamwork and collaboration were impossible because information resided on individual desks and there was no way to coordinate the process.

THE SOLUTION

Combine paperless document management with scheduling in a centralized cloud-based platform

Souders knew applying the right technology could improve efficiency, reduce errors and allow team members to better assist each other. The first step was going paperless. While many aspects of the business were already using pdf documents, a document management system provides centralized access, control, and organization to all the content. While researching its options, Souders read about PSIsafe document management software and saw potential. The system offered everything they immediately needed and had other features for future uses. Customizing PSIsafe to Souders specific requirements was easy. The decision to implement PSIsafe in the cloud eliminated the need for maintaining and backing up local servers. Souders also found a unique way to use the Scheduling feature in PSIsafe to collaborate efficiently across the organization.

THE RESULTS

Deliver prompt service, scale the business, and be the leading brokerage for agents and carriers

Since implementing PSIsafe, Souders is growing the business faster and larger than previously possible. Headcount, while steadily increasing, is well under control through the gains in efficiency of the PSIsafe solution and proven internal processes. Today, PSIsafe electronically manages all of Souder’s customer, agent and carrier documents as well as their proprietary business processes. Looking forward, Souders will be extending its use of PSIsafe to Accounting and Human Resource functions as well as using the built-in reporting tools to analyze business trends and results.

About eBizDocs

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