Client profile:
The 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.
Base of Operations:
Farmers Insurance serves more than 10 million households with more than 20 million individual policies across all 50 states via the efforts of 50,000+ exclusive and independent agents and nearly 24,000 employees.
Problem/Challenge:
Before they began looking for an online solution, Marim Abdul Insurance agents would print and fill out insurance certificates online. This process was neither time nor cost-effective, leaving heaps of paper all around Abdul’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.
Fumbling along with Adobe Acrobat or hand-writing forms was time-consuming, sloppy, unprofessional, — completely inefficient, especially if changes or updates were needed.
Marim Abdul | Marim Abdul Insurance Agency, Owner
How the problem was solved:
Finding PDFfiller was easy. Marim decided to go for it after searching online and comparing the services that were being offered. She tested out a trial version and was “more than pleased” right away. With a set of tools for advanced PDF editing, the platform gave her an online library of professional-looking court certificates, insurance form templates, custom sharing options, and secure online file storage.
Marim 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, Marim Abdul 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.
We use it more than 20 times a day, and there are five of us. Our turnaround was cut by more than half!
An all-in-one platform for generating, completing and storing monthly report forms online
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.
I’ve saved a lot of money on paper supplies and my staff has more time to do other tasks since we are not spending time physically filling out the certificates of insurance or applications anymore.
