When managing over 1,000 customer accounts, keeping track of every loan document can get tricky. When you have over 20 locations with just as many accounts, organization becomes critical in order to service accounts and stay in compliance. All-State Holdings regional supervisor Tony Biggot found the organization he needed by using Scan123 electronic document management.
Bill Mishkin is the owner of Home Instead, a senior home center in Melrose, MA. After previously working with Scan123 in a past business, he knew what scanning and storing business documents electronically looked like. “My plan was to bring this [Scan123] in immediately when I saw how much paper was involved,” Bill recalls from when he started at Home Instead.
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