About the Client

Integrated Office Solutions is a full service insurance agency that specializes in the Massachusetts and New Hampshire markets. Integrated Office Solutions helps primarily small to medium sized businesses with cost benefit strategies, employee communication and state and federal compliance issues.

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Steven Linteris CEO of Integrated Office Solutions

The Challenges

Steve Linteris, CEO of Integrated Office Solutions, was frustrated with the 3rd party customer portal products available for independent insurance brokerages. In the 15 years that Steve grew and operated Integrated Office Solutions, the company developed and optimized a series of best practices that allow the company to delight their customers. However, Steve was not able to find a product that supported these best practices. The existing products were either too heavy weight and required customization to work, or to minimal in feature set to be useful.

The Solution

Steve required a system that embodied the Integrated Office Solutions best practices including:
  • 1Customer Self Management Portal
  • 2Paperless Employee Onboarding
  • 3Carrier Contact Management
  • 4Mobile Device Support
Steve engaged with Purpose Built Software to design and build the Integrated Office Solutions operational management system named OfficeLink360. During development, Steve shaped the application to support his business and delight his customers, while essentially becoming a paperless office.

The Results

Whether on the road or at home, Integrated Office Solutions is able to respond rapidly to virtually any customer request. Processes that used to take hours can be completed in minutes with the automation tools created by Purpose Built Software.
  • 90% Reduction in Renewal Processing Time
  • 95% Decrease in Benefit Application Completion Time
  • Global Access to Carrier and Client Information
Automated Application Form Filler and Rapid Benefit Management
Broker Dashboard with Strategic KPIs
Adding New Employees to Clients, either directly or with Paperless Onboarding

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