Paperless Environment Facilitates Significant Growth for Leading Insurance and Financial Services Company

At Heffernan Insurance Brokers, a paperless environment is the rule rather than the exception. The Walnut Creek, California-based company, which specializes in commercial/private insurance and financial services, is ranked as the nation’s ninth largest privately held property/casualty agency by Insurance Journal magazine.*

Having experienced double-digit growth each year since its founding more than two decades ago, the company recognized the need for a technology infrastructure that could handle their workflows into the future.

“Synchronizing the flow of information between our headquarters and seven remote offices became increasingly difficult because of our rapid growth,” said Mr. John Petersen, Chief Information Officer of Heffernan Insurance Brokers. “Our business processes were heavily reliant upon paper-based applications, forms and original documentation. Freeing ourselves from the time-consuming shuffling of paper would enable us to maintain our exceptional
customer service levels and growth without a costlier increase in manpower.”