Abbey Murphy Insurances is an IBA registered broker who specialise in Commercial and Personal lines insurance and provides a fast service combined with competitive prices.
The Problem
In an environment of rising costs, increasing premiums and intense competition Abbey Murphy Insurance Brokers seeking a new way to Increasing operational efficiencies:
- The current processes to deliver their services is too long winded, to achieve instant claim approval is almost impossible
- The ability to respond to customer queries in real time was a necessity
- Existing operating costs had to be reduced in order to remain competitiveness
- Without huge investment on rebuilding their existing IT infrastructure
- Security and business resumption are priority
Our Solutions
Adest Insurance solution is designed specifically to meet the document management requirements of all brokers, the Adest-Relay Broker Management Module integrates with Relay Work Centre, who is the largest provider of insurance intermediary software in Ireland and has 65% market share.
Abbey Murphy Insurances scans and captures all incoming paper based documents including client policies, claims, correspondence, application forms, certificates, endorsements, etc. Once captured electronically, they are attached directly to the relevant client, policy or claim record within Adest and/or routed electronically to the appropriate account executive to handle. Incoming e-mails or faxes are dealt with in a similar manner. In addition, as documents are processed, the Relay Diary is seamlessly updated.
Documents that are attached to client, policy or claim records in Relay may be searched for and retrieved instantaneously and viewed in the client file without the need for the account executive to leave their desks. Furthermore, staff now can distribute these documents from their desktop by print, fax or e-mail without the need to re-file physical documents.
Business Benefits
- Full integration with Relay Workcentre
- Time savings – considerable reduction in the number of steps in the process of receiving/distributing correspondence
- Improved Customer Service Productivity
- Cost Savings – stationary cost reduced to 1/3
- Audit Trail / Tracking - improved visibility and control of the business
- Ensure all current and past client files are always safely backed up
“The Adest Document Management System really is a God send – believe it or not its publicity really is true!!!...It is hard to believe that a system that does so much can be so easy to use. Not only that but when Adest were installing it they worked with us and our specific requirements in order that it was virtually tailor made for Abbey Murphy Longford. Adest staff was always available in the first few weeks when inevitably we had questions. … We now cannot imagine what life was like before Adest!” Celine Gill, Abbey Murphy Insurance Brokers
