Tell Us How You’ll ScanSnap: Insurance

Friday, August 27, 2010
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In an industry that requires an endless amount of documentation, it should come as no surprise that many insurance agencies have come to rely on scanners to help record all of their client’s information. From large multi-person agencies to independent business owners, having a ScanSnap at your fingertips can help any insurance agent manage the many documents that come through their office every day. Read a few tips below from people that are already using the ScanSnap to help them get the job done!

“How often does one truly fall in love with a machine? I have an office full of wonderful equipment but none that I LOVE as I do my ScanSnap. In an insurance agency everything must be documented.  Our client information is kept in a management software system accessed over the Internet and we have been scanning and attaching the client documentation for several years from our central scanner located near the reception desk.  After buying my ScanSnap about a year ago I do not have to interrupt my work to go to another part of the office.  I simply run the document through and tell it to save into an e-mail or a file and attach to the client or send to a client or company.  I also have lost weight because I no longer have to go by the reception area candy dish!” – Ann Roberts, Augusta, ME

“I have been a long-time ScanSnap user and believer.  I own a small insurance agency of which I am the only employee.  I wear all the “hats” in my office.  I am the manager, the receptionist, the bookkeeper and the front line salesman.  You are probably asking how I keep myself organized.  Let me tell you.  It all comes down to my ScanSnap scanner.  I scan everything I possibly can scan.  I scan applications, endorsements, business cards via the Cardminder feature, bills, receipts, EVERYTHING! I could not get by without it.  Let me rephrase that.  I would not want to get by without it!  I purchased my ScanSnap over 8 years ago and it still works like I bought it yesterday.  I am hoping that with my ScanSnap I can go almost entirely green very soon.  Thank you, Fujitsu, thank you!” – John McCoy, Linthicum, MD

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