Case Study: General Insurance Services Provider achieves paperless, efficient case processing with FileHold

General Insurance Services Provider - Customer Case Study

An anonymous insurance services provider that supports health, dental, vision and life plans for small and large groups faced a major operational challenge after ACA-driven demand compressed a year’s worth of new business into two peak months. With paper files scattered across the office, staff spent excessive time tracking and managing documents—“WTF: Where’s the File?”—making the paper-based process unworkable during seasonal surges.

The company implemented FileHold on-premise with server-side OCR, workflows, check-in/out/versioning, Active Directory single sign-on and FastFind, initially for new business and underwriting and later extended to finance and customer service (160 users). The solution centralized documents, improved security and searchability, streamlined collaboration, reduced reliance on tribal knowledge, accelerated onboarding during peak periods, and improved overall efficiency and work quality.