This week Treeno Software became the newest member of the Managed Print Services Association (MPSA). The MPSA is an independent, not-for-profit organization that serves the emerging MPS industry. We’re happy to participate in this important segment of our industry – to share our expertise and to learn from others.
“We have been involved with MPS since the deployment of the first Treeno Document Management system in 2002,” said Steve Tentindo, president and CEO of Treeno. “Our reseller partners frequently provide MPS to their clients. In fact, one of our partners describes the combination of MPS and document management as a top-down and bottom-up approach to efficiently managing information,” said Tentindo.
At Treeno, we see managed print services as a natural component of document, content and workflow management. As an MPSA member, we expect to benefit from opportunities for education, best practices and understanding the trends in MPS.
“We believe the MPSA is a valuable resource for everyone involved with MPS and document management,” said Tentindo. “We hope to contribute our knowledge of EDM and workflow management as an important component of a comprehensive MPS solution.”
We appreciate the welcome from the P4P Hotel!
If you’re looking for info on MPSA, visit http://yourmpsa.com/, or contact Joe Barganier, President, Managed Print Services Association at buckeyefenn@att.net.
Showing posts with label scan. Show all posts
Showing posts with label scan. Show all posts
Thursday, October 20, 2011
Tuesday, October 11, 2011
Streamlining Your Business with Rapid Archiving
Your filing cabinets are full and the file room just can’t hold one more cabinet or storage box. The monthly document storage facility fees and retrieval costs are starting to add up. Employees are spending too much time filing paper and searching through filing cabinets. You are concerned about a disaster jeopardizing the safety and security of your important files. Sound familiar?
What if you could quickly and efficiently turn all your paper documents into electronic files that are easily accessed from a single, secure repository? Think of the benefits:
• Faster customer response
• Improved business operations
• Peace of mind
• Better employee morale
It’s remarkably simple to get there. Treeno’s Rapid Document Archive system is designed to get you online quickly. Many of our customers have used it to turn mountains of paperwork into streamlined information.
The Treeno Document Management system prints a barcode that automatically routes a scanned document file to a specific searchable folder. It’s really that easy. As files are scanned the Treeno system recognizes the barcode and stores them exactly where you want them.
If your staff is time challenged, Treeno or our partners can manage the entire process from start to finish. We promise it’s easy. You may even choose to have interns or temporary employees help you to complete your back filing process.
What if you could quickly and efficiently turn all your paper documents into electronic files that are easily accessed from a single, secure repository? Think of the benefits:
• Faster customer response
• Improved business operations
• Peace of mind
• Better employee morale
It’s remarkably simple to get there. Treeno’s Rapid Document Archive system is designed to get you online quickly. Many of our customers have used it to turn mountains of paperwork into streamlined information.
The Treeno Document Management system prints a barcode that automatically routes a scanned document file to a specific searchable folder. It’s really that easy. As files are scanned the Treeno system recognizes the barcode and stores them exactly where you want them.
If your staff is time challenged, Treeno or our partners can manage the entire process from start to finish. We promise it’s easy. You may even choose to have interns or temporary employees help you to complete your back filing process.
Thursday, June 24, 2010
Global Content Management Made Easy for Insurance Brokers and Agencies
Insurance brokers and agencies need an easy-to-use yet powerful system that enables them to access, manage, and share critical documents across a broad range of functions, departments and locations. It’s more than a competitive advantage—it’s a mandate for survival.
A typical agency processes over 30,000 physical documents each year including policy applications, coverage confirmation letters, renewal notices, policy terms, dec pages and claims documentation. Plus, virtually every state government mandates that all insurance transaction records be maintained for up to seven years, while archives need to be kept for offers of additional coverage for long periods to guard against E&O liability. The majority of this information is handled and stored through inefficient, manual processes due to the notion that an automated system is costly, disruptive to existing workflow processes, and difficult to use.
Introducing TreenoGCM™
TreenoGCM is an easy-to-use and extremely powerful, integrated document, content and workflow management system that enables insurance brokers and agencies to easily capture, organize, and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing line of business applications is seamless, and the Treeno system can scale to support as few or as many users as your agency requires. Treeno empowers your agency to reduce costs, simplify compliance and enhance overall client satisfaction through streamlined operations and improved efficiency.
Transform your organization without disruption
Deploying and operating a content management system should be as simple and effortless as using familiar applications while existing workflow processes remain intact. TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and process management capabilities will enable your agency to improve operational efficiency and productivity without changing the way your employees do business.
Simplify regulatory compliance
Reduce the audit preparation process from weeks of tedious work down to hours
using Treeno’s powerful system.
Insurance brokers/agencies are constantly under the gun when it comes to staying current with regulatory compliance processes. Though requirements and procedures vary by country and audit type, the first steps towards ensuring compliance with the myriad of regulations governing the insurance industry including HIPAA (Health Insurance Portability and Accountability Act), are control and visibility. The demand is for a system that will integrate with existing business processes for tracking and managing digital and paper-based content across all enterprise wide systems—in real-time.
TreenoGCM simplifies the regulatory compliance process for Insurance brokers/agencies by capturing, organizing, and sharing necessary and appropriate documents in a centralized, secure repository, while automated business process management capabilities streamline information access and reporting.
Ensure document integrity and security
The ability to track and control customer sensitive information is absolutely paramount for insurance brokers and agencies. TreenoGCM stores all of your information in a highly secure repository and includes comprehensive audit trail capabilities such as task date/time stamp, task originator/description, and related document activities such as who worked on/reviewed the document. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And, integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail, and other paper means are now stored in the Treeno repository. With TreenoGCM, documents of all types can be backed up in a secure fashion and are protected from theft, accidental loss, or destruction.
Insurance organizations rely on TreenoGCM to:
Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada),
1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at
www.treenosoftware.com
A typical agency processes over 30,000 physical documents each year including policy applications, coverage confirmation letters, renewal notices, policy terms, dec pages and claims documentation. Plus, virtually every state government mandates that all insurance transaction records be maintained for up to seven years, while archives need to be kept for offers of additional coverage for long periods to guard against E&O liability. The majority of this information is handled and stored through inefficient, manual processes due to the notion that an automated system is costly, disruptive to existing workflow processes, and difficult to use.
Introducing TreenoGCM™
TreenoGCM is an easy-to-use and extremely powerful, integrated document, content and workflow management system that enables insurance brokers and agencies to easily capture, organize, and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing line of business applications is seamless, and the Treeno system can scale to support as few or as many users as your agency requires. Treeno empowers your agency to reduce costs, simplify compliance and enhance overall client satisfaction through streamlined operations and improved efficiency.
Transform your organization without disruption
Deploying and operating a content management system should be as simple and effortless as using familiar applications while existing workflow processes remain intact. TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and process management capabilities will enable your agency to improve operational efficiency and productivity without changing the way your employees do business.
Simplify regulatory compliance
Reduce the audit preparation process from weeks of tedious work down to hours
using Treeno’s powerful system.
Insurance brokers/agencies are constantly under the gun when it comes to staying current with regulatory compliance processes. Though requirements and procedures vary by country and audit type, the first steps towards ensuring compliance with the myriad of regulations governing the insurance industry including HIPAA (Health Insurance Portability and Accountability Act), are control and visibility. The demand is for a system that will integrate with existing business processes for tracking and managing digital and paper-based content across all enterprise wide systems—in real-time.
TreenoGCM simplifies the regulatory compliance process for Insurance brokers/agencies by capturing, organizing, and sharing necessary and appropriate documents in a centralized, secure repository, while automated business process management capabilities streamline information access and reporting.
Ensure document integrity and security
The ability to track and control customer sensitive information is absolutely paramount for insurance brokers and agencies. TreenoGCM stores all of your information in a highly secure repository and includes comprehensive audit trail capabilities such as task date/time stamp, task originator/description, and related document activities such as who worked on/reviewed the document. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And, integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail, and other paper means are now stored in the Treeno repository. With TreenoGCM, documents of all types can be backed up in a secure fashion and are protected from theft, accidental loss, or destruction.
Insurance organizations rely on TreenoGCM to:
- Simplify enterprise wide access to critical documents
- Improve operational efficiency with minimal disruption
- Improve information security
- Track document task date/time stamp, task originator/description
- Reduce demand for physical space
- Ease the burden of regulatory compliance
- Increase sales and improve customer service quality
- Insurance brokers and agencies around the world are enhancing customer service quality and improving productivity with TreenoGCM. To learn more about how
Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada),
1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at
www.treenosoftware.com
Tuesday, March 9, 2010
Treeno Software Helps Insurance Agency Save $3000-5000 A Month
Clark-Mortenson Agency is one of the largest independently owned insurance and financial services agencies in Northern New England with eight locations. The bulk of its clients are based in New Hampshire, Vermont and Massachusetts. Business account specialties include commercial property, general liability, worker's compensation, Benefits Plus worksite market program, bonds and employee benefits. As Clark-Mortenson expanded its offices and operations from its Keene, New Hampshire hub, it faced an efficiency problem. “As we expanded our agency, we needed a method that would allow our enterprise-wide employees to locate and manage specific files in real-time,” says Dee Belanger, accounting manager at Clark-Mortenson Agency. “We needed to avoid the time sink of having our employees physically call from one office to another just to locate documents. We used to spend a tremendous amount of time filing and managing paper documents,” says Belanger. “And, the lack of a central information repository and enterprise-wide access to that information was hindering our employee’s ability to effectively service our valued clients.” With both paper and electronic documents scattered throughout eight offices, sometimes just finding a document was a challenge. “In many instances, we needed to search for documents in multiple locations,” Belanger says. “And when a client called in, we would tell them that we needed to call them back with the information. The entire process was a challenge to our operational efficiency and it was costing our company money.”
What Clark-Mortenson needed was to implement an electronic content and document management system that would allow registered users to quickly locate and share timely information regardless of their geographic location. But they were unsure where to begin. “We looked at a wide variety of document and image management systems but they all forced us to change our existing workflow process which would be disruptive and expensive.” says Belanger. “Our primary criterion for choosing a system was that it had to be easy-to-use, fast-to-learn, and it needed to integrate with our current mainstay applications with little disruption to our employees.” Clark-Mortenson chose TreenoCGM. TreenoGCM is an easy-to-use yet extremely powerful global content management system that empowers insurance companies of all types and sizes to improve their operational efficiency by capturing, organizing and sharing any type of digital or paper-based document within a secure, central repository. Unlike many other content/document management solutions, TreenoGCM integrated with current administration, audit and compliance environments. It also integrated with the agency’s existing business software including Sagitta Agency Management System. Since implementing TreenoGCM, the New England insurance company has reduced its annual document retrieval and filing time by over twenty four-hundred person hours which represents a $3,000-$5,000 per month cost savings. This new found time has enabled Clark-Mortenson employees to concentrate on what they do best—servicing customers. “We no longer focus on paper and where it goes, but instead on our clients specific needs.” According to Belanger, customer service representatives now offer to send electronic documents to clients via email. “This new feature has become a key differentiator for us and has been well received by our customers,” says Belanger. Belanger says that people throughout Clark-Mortenson credit the TreenoGCM system as an integral part of meeting the company’s strategic goals. “I’ve been very happy, but the true test was with our own salespeople,” she says. The implementation passed the “hard-to-please” salesperson test with flying colors. “Treeno worked with us each step of the way, and personalized the system to meet our specific needs,” says Belanger. “Over the years we’ve instituted several technological advancements in our agency to support our mission of being our client's trusted advisor and hands down, the Treeno system was the easiest to institute. Training time takes less than a half-hour, system usage is simple and Treeno’s support staff is world-class.”
To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at www.treenosoftware.com
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com www.treenosoftware.com
What Clark-Mortenson needed was to implement an electronic content and document management system that would allow registered users to quickly locate and share timely information regardless of their geographic location. But they were unsure where to begin. “We looked at a wide variety of document and image management systems but they all forced us to change our existing workflow process which would be disruptive and expensive.” says Belanger. “Our primary criterion for choosing a system was that it had to be easy-to-use, fast-to-learn, and it needed to integrate with our current mainstay applications with little disruption to our employees.” Clark-Mortenson chose TreenoCGM. TreenoGCM is an easy-to-use yet extremely powerful global content management system that empowers insurance companies of all types and sizes to improve their operational efficiency by capturing, organizing and sharing any type of digital or paper-based document within a secure, central repository. Unlike many other content/document management solutions, TreenoGCM integrated with current administration, audit and compliance environments. It also integrated with the agency’s existing business software including Sagitta Agency Management System. Since implementing TreenoGCM, the New England insurance company has reduced its annual document retrieval and filing time by over twenty four-hundred person hours which represents a $3,000-$5,000 per month cost savings. This new found time has enabled Clark-Mortenson employees to concentrate on what they do best—servicing customers. “We no longer focus on paper and where it goes, but instead on our clients specific needs.” According to Belanger, customer service representatives now offer to send electronic documents to clients via email. “This new feature has become a key differentiator for us and has been well received by our customers,” says Belanger. Belanger says that people throughout Clark-Mortenson credit the TreenoGCM system as an integral part of meeting the company’s strategic goals. “I’ve been very happy, but the true test was with our own salespeople,” she says. The implementation passed the “hard-to-please” salesperson test with flying colors. “Treeno worked with us each step of the way, and personalized the system to meet our specific needs,” says Belanger. “Over the years we’ve instituted several technological advancements in our agency to support our mission of being our client's trusted advisor and hands down, the Treeno system was the easiest to institute. Training time takes less than a half-hour, system usage is simple and Treeno’s support staff is world-class.”
To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at www.treenosoftware.com
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com www.treenosoftware.com
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