Liberty’s financial-service representatives now have a centralized
system in which to store and manage their documents.

Case Study

ORGANIZATION

Liberty Life

LOCATION

JHB, South Africa

WEBSITE

www.liberty.co.za

INDUSTRY

Insurance / Financial Services

ABOUT

Liberty is a multinational financial services and property holding company with their head office situated in Johannesburg, South Africa. They have branches in multiple countries across the African continent.

BACKGROUND

Liberty have independent and tied financial-service representatives which provide insurance products in the long-term insurance industry. Their sales teams struggled to keep track of all the office paperwork and needed a system to organize their files with online remote access.

THE CHALLENGE

  • Content scattered across multiple systems and locations.
  • Insufficient floor space for more document storage.
  • Unmanageable stationary costs.
  • Countless lost documents.
  • Multiple and redundant document copies made.
  • Unnecessary printing of email correspondence.

THE SOLUTION

Digital Cabinet’s cost-effective, single-platform cloud solution enables Liberty Life to:

  • Implement a cloud-based DMS (Document Management Solution) across some of their major independent franchisees, providing them online access to their documents, as well as access to Liberty’s head office.
  • Replace stacks of paper files with easily-accessible online documents.
  • Provide a simple, integrated scanning tool so that documents can be scanned directly into the cloud.
  • Upload entire email chains directly into the cloud by simply dragging-and-dropping.

THE BENEFITS

l1

Standardize
document storage

l2

Shorten email
correspondence

l3

Save office space

l4

Reduce printing costs