Case Study: Illingworths achieves faster document access and major office space savings with Virtual Cabinet

Illingworths - Customer Case Study

Illingworths Insurance & Financial Services, a respected UK insurance and financial broker based in York, needed a better way to manage client documents while maintaining high levels of professionalism and service. To overcome the limits of paper filing and improve access to records, the company turned to Virtual Cabinet document management software, integrating it with its existing OpenGi back-office system.

Virtual Cabinet implemented a paperless document management setup, migrated Illingworths’ existing electronic files, and provided training for all users. The results were significant: faster access to documents, improved productivity and customer service, seamless “double click” indexing with OpenGi, and major space savings by eliminating filing cabinets. Illingworths reported that Virtual Cabinet paid for itself within 12 months and helped save around 1,000 square feet of office space.

Illingworths

Darren Kelly

Director