Document Scanning & Cloud Document Management for Intac Actuarial Services

Scanning and centralized record-keeping help an actuarial service firm save space and support remote workers

Intac's volume of paper generated by client forms and legal documents was growing to the point that the company was running out of office space and had a difficult time locating information. With MetaSource's document management solution, excessive filing cabinets were eliminated, customer service was improved, and there were no more lost or misplaced client files.

Download this case study to learn more about:

  • Outsourcing the scanning and indexing of clients’ retirement plan files
  • Using cloud document management software for the secure storage, tracking, and management of files
  • Integrating document management software with customer relationship management software
  • Utilizing Kodak scanners and document capture software for conversion of new client files

“Our sales were growing but so was the amount of paperwork in our office. Thanks to MetaSource, we don’t have to waste time hunting for the files we need. We save a lot of time and our clients love us for it.” – Bill Waller/Manager of Pension Services, Intac