Case Study: Farm Family Central CT boosts efficiency and cuts costs with Square 9 Softworks GlobalSearch

Farm Family Central CT boosts efficiency 25% with Square 9 Softworks

Farm Family Central CT, a multi-line insurance agency, faced challenges with managing extensive paper records for generations of clients, which consumed significant office space and made regulatory compliance and field access difficult. To address this, they partnered with Square 9 Softworks to implement their GlobalSearch document management solution.

By using Square 9 Softworks' GlobalSearch, the agency electronically managed documents and automated key workflows. This allowed agents to securely access files while visiting clients at home. The results were immediate, with a 25% efficiency gain and an estimated $25,000 in annual savings. The solution also enabled the agency to generate at least 25% more business annually without adding staff.

Farm Family Central CT