Case Study: Clear Insurance Management improves document management and efficiency with Virtual Cabinet

Clear Insurance Management Limited - Customer Case Study

Clear Insurance Management Limited, a top-30 independent insurance broker with four offices and around 100 staff, was looking for a better way to manage its growing volume of paperwork as it expanded through acquisitions. The company wanted a secure, computerised document management solution that could integrate with Open GI, reduce storage pressure, support its sustainability goals, and move it closer to a paperless office.

Virtual Cabinet provided the answer with its document management system, integrated with Reckon’s suite and supported by the Virtual Cabinet Portal for secure document sharing and digital sign-off. The solution improved information access, auditability, compliance, and customer service, while helping staff save around six weeks per year and freeing up office space that could potentially accommodate another employee.

Clear Insurance Management Limited

Barry Packham

Director