Case Studies Watermark

A national insurance provider trusts Retrievex/Hartford records management Team

Following the recent opening of its records management center in Hartford, Connecticut, The Retrievex records management team was selected by a leading national insurance provider as their records management vendor of choice.

A national insurance provider
Date: January 06, 2010
Industry: Insurance

Retrievex worked with the company’s incumbent vendor and in-house records management staff, handling all aspects of transitioning the client’s records into the Retrievex records storage facility. When items the insurance company needed were in transition between vendors, the Retrievex Customer Service Team made it a priority to have the items located as soon as they arrived at the Retrievex records storage facility and dispatched for delivery. Customer Service stayed in touch with the client throughout the transition to answer any questions the client had and to ensure that everything went smoothly.

The client is now using Retrievex’s state-of-the-art web based FileLineACCESS online access portal to enter information regarding new items being sent to storage, to search for and request items they need returned, and to run reports about their records storage inventory. Due to the fact FileLineACCESS is fully customizable, Retrievex was able to name fields in FileLineACCESS to suit the client’s specialized insurance industry and internal company records management needs.