Case Study: Captive Alternatives streamlines insurance renewals with TEAM IM’s M-Files and M-Connect

Captive Alternatives - Customer Case Study

Captive Alternatives, an insurance consultancy, faced challenges with manual processes and an outdated on-premises M-Files system that were limiting its growth. To streamline operations and improve client service, they partnered with vendor TEAM IM to migrate to the cloud and develop a client collaboration portal.

TEAM IM migrated the client's system to M-Files Cloud, integrated it with Salesforce CRM, and implemented their M-Connect portal. This provided clients with self-service access to documents and streamlined the renewal process with automated templates. The solution led to a significant measurable impact, with over 70% of clients renewing their insurance through the new portal in its first year, saving time and ensuring accuracy for both the company and its customers.

Captive Alternatives

David Kirkup

Chief Operating Officer and CFO