Case Study: IMA Financial achieves standardized, cost-saving PDF workflows with Foxit Software's PhantomPDF

IMA Financial Standardizes Their Digital Document Solution with Foxit

IMA Financial Group, the 6th largest independently owned broker in the U.S. with nearly 700 associates across Colorado, Kansas, Michigan and Texas, was handling massive volumes of client and internal documents using four separate PDF tools that were costly, limited, and inconsistent. They needed a single, intuitive solution to reduce applications, lower costs, and streamline workflows and training across multiple departments.

IMA standardized on Foxit PhantomPDF, which consolidated editing, OCR, redaction, form creation, conversion and PDF printing into one customizable, easily deployable platform with ongoing support. The switch replaced three other editors, simplified training, cut paper and data-entry costs, improved document compliance, and saved time and money across Property Casualty, Small Business, Benefits, Accounting and HR.

IMA Financial

Dave Buttram

Director of Business Solutions