Case Study: The Essex Resort and Spa achieves 4-hour contract and payment turnaround with Sertifi

Faster PCI Compliance for Sales and Accounting at The Essex

The Essex, a Vermont culinary resort and spa that books hundreds of groups each year, struggled with a labor-intensive contract and payment process. Sales and accounting teams juggled numerous contracts, BEOs and deposits, often mailing paper contracts, storing documents for years, and spending days — sometimes over a week — to confirm PCI-compliant payments and find information.

By implementing Sertifi’s automated e-signature and payment workflow, The Essex now schedules deposits, sends customized reminders, and keeps accounting informed with instant notifications and Opera PMS integration. The result: signed contracts and initial payments are collected in about four hours (98% faster), with improved cash flow, stronger PCI compliance, better sales visibility and far less administrative work.

The Essex Resort and Spa