updated on May 13, 2021
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Profile |
Farmers Insurance Group of Companies is a leading U.S. insurer of automobiles, homes and small businesses and provides a wide range of other products for insurance and financial services.
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Base of Operations |
Farmers Insurance serves more than 10 million households with more than 20 million individual policies across all 50 states through the efforts of 50,000+ exclusive and independent agents and nearly 24,000 employees.
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The Challenge |
Arthur Ermlich was looking for a way to reduce the time he and his employees spent putting together and filling out insurance certificates. In addition, their task was to remove as many paper-based processes as possible by making their document workflow digital. To do so, they would need a way to securely store sensitive documents online, where every case file, contract or certificate could be verified and immediately accessed whenever necessary.
Before they began looking for an online solution, Farmers Insurance agents would print and fill out insurance certificates online. This process was neither time nor cost-effective, leaving heaps of paper all around Arthur’s workspace by the end of the work week. Recovering and updating old documents had also become a hassle that had to be urgently dealt with.
Arthur Ermlich
Insurance Agent, Farmers Insurance
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Every week, we had to fill in our documents from scratch. That totally slowed us down and ate up our resources, as some forms would always need to be redone or simply got lost. We started searching for something that would help us work faster. |
Another problem they faced was the lack of physical space for storing business paperwork. Locating a particular file began to feel like a treasure hunt, that’s when David began to search for a document management solution that would enable them to complete, share and store their documents online. Whatever solution they went with would need to speed up their document workflow and minimize physical storage space.
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The Solution |
Finding pdfFiller was easy. Arthur decided to go for it after searching online and comparing the services offered. He tested out a trial version and was “more than pleased” right away. With a set of tools for advanced PDF editing, the platform gave him an online library of professional-looking court certificates, insurance form templates, custom sharing options and secure online file storage.
Arthur loads a form, modifies and completes it with client data, then shares it with the client while saving the document on his personal account for future use, all in a matter of minutes. With pdfFiller, Farmers Insurance agents can access all their files 24/7 from any device even while on the go. pdfFiller saves both Farmers Insurance and their client’s time and money while offering the most affordable business plan on the market.
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It’s a seamless experience from the very start. It hardly took me any time before I filled out a certificate for one of our clients and was sending a copy to them. This was the solution we’d needed for a long time! |
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Insurance businesses, large and small, are making the transition to online document management solutions in order to save time and office resources. With pdfFiller, companies like Farmers Insurance get an online PDF editor, a constantly updated library of over 25M fillable form templates, online storage and an array of additional document management features at a cost that is designed to be affordable for any organization.
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I always recommend pdfFiller to my colleagues. It’s easy to use and has everything you need for effective work. A real time and money saver! |
