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Case Studies

Success. Case by Case

Included on this page is a collection of case studies that describe how organizations have used DocFinity to improve their business processing, content management, and fiscal bottom line. Browse the column on the left to navigate case studies arranged by subject. For an overview of recent and most popular case studies, please see below:

Featured Case Studies

Farmers Mutual Fire Insurance Company of Marble, PA Gains Efficiency Benefits from Automated Workflow

mutualcasestudy.smallWith only twelve full-time employees and no formal IT department, Farmers Mutual uses technology to ensure that it remains competitive with larger insurers with far more resources. Discover how Farmers Mutual has integrated DocFinity automated workflow with their policy admin system—InsPro, from Town and Country Computer Services—to automate processes throughout new business and claims, minimize manual keying, and streamline operations.


Michigan Millers – Mutual Insurers Save Time and Money by Leveraging Electronic Forms (eForms)

MichiganMillers.cropped.DocFinity eForms enabled Michigan Millers Mutual Insurance Company to automate the generation of customer communications letters as PDFs within seconds. When the process was manual, it took nearly two hours to complete. Now it takes little more than three minutes. Andrew Gamet, IT Professional for Michigan Millers, observes, “DocFinity’s eForms and BPM modules transformed how we do work at Michigan Millers. They truly have provided a better flow and overall working experience for our employees.”

Loyola University Chicago – A Workflow to Learn By

AIIM’s 2012 Carl E. Nelson Best Practices Award winner in the large company category has successfully deployed the DocFinity ECM and workflow solution in over 25 departments on three campuses in the past four years. Learn how their change management plan, implementation methodology, and review process has brought them success.