I recently had the opportunity to speak with ShareFile customer and Cavignac & Associations Systems Administrator, Dahlia Tuupo. Dahlia shared some insight with me on how her company uses ShareFile to streamline daily operations.

Cavignac & Associates is an independent commercial insurance broker that manages risk and negotiates insurance on behalf of its clients. The firm’s group of risk management and insurance professionals is committed to working with its clients to effectively manage risk, negotiate insurance, and provide the highest level of service.

Prior to ShareFile, the firm experienced several business challenges:

-It needed an easy to manage system

-Other products proved to be non-user friendly

-The costs of shipping were high

The firm, currently with 40 employees, is a paperless agency and has been since 2003.  Since its clients, carriers and vendors were not paperless, the firm had to mail everything; including correspondents, endorsements and other necessary documents. Dahlia told me that during its search for a secure file transfer solution, the firm considered other products but they “were not user friendly and easy to manage like ShareFile.”

Once the firm signed up for ShareFIle, it stopped mailing everything to clients, carriers and vendors. Instead, employees at the firm simply upload the files to ShareFile to interact with the appropriate parties. As a result, Dahlia reports that the firm has significantly reduced the amount of money spent on stamps, envelopes and paper. “All policies, endorsements, audits, and certificates of insurance that we would have to previously mail to our clients are now being distributed to our clients through ShareFile. The service has allowed us to streamline our communications,” says Dahlia.

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