Insurance Agency OnBase Document Management Case Study (R&R Insurance)

One of the largest insurance agencies in the Midwest, R & R Insurance Services, Inc. uses document management to increase operational efficiency, providing tools and resources for market-differentiating service to policy holders and carriers.

Benefits of OnBase within Insurance

  • A consolidated repository of policyholder documents results in faster responses to policyholders and makes it easier for agents to provide recommendation
  • Documents available to multiple authorized users regardless of location
  • Supports disaster recovery/business continuity initiatives
  • Eliminates labor associated with filing, retrieving, copying and storing paper documents
  • Accommodates documents from multiple sources, including scanned images, e-mails, and third-party applications

Applications of OnBase within Insurance

  • Personal Lines
  • Commercial Lines
  • Human Resources
  • Accounting

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