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August 21, 2017

#MergeMasters - Saxon

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Saxon, an Insurance Company which offer various Lines of Insurance.

Company Name: Saxon
Industry: Insurance
Apps Used: WebMerge + Formstack

Can you tell us a little about your business?

We are an Insurance Company which offer various Lines of Insurance. We strives to make each and every process/function in the business more efficient by using technology. Because we are technologically driven we adapted our motto of "Smart Insurance", as clients are able to transact online, through emails, over the phone, ultimately putting us in a place where our clients never have to come in office unless they absolutely want to.

All of our systems are cloud based and can be accessed by authorized users from anywhere in the world. That is a brief summary of Saxon.

Walk us through what solution you were using before WebMerge.

We did not have a solution before WebMerge. We were merely using the raw data collected in Formstack and the process was very time consuming.

What problems were you running into that led you to search for WebMerge?

We just wanted something that would create a PDF for the Formstack form that was being submitted so our team could easily process the data from our customers.

How are the things different for you now that you use WebMerge?

With WebMerge, we are able to route Formstack submissions for applicable forms to our Partners at LLoyd's in a nice PDF format

Can you estimate how much time you are saving with WebMerge?

WebMerge saves time as the Formstack submissions would need to be manually converted to PDF and then sent. So I would say roughly 5-10 Hours per week!

Can you summarize in one sentence what difference has WebMerge made for your business?

WebMerge allowed us to automatically convert Formstack submissions to PDF and save our team many man-hours and reduced errors.
 

3 min read

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