A leading workers’ compensation MGA, faced growing challenges in managing an increasing volume of client documents across Salesforce and SharePoint. Initially, their document management system was manageable, but disorganization and manual document handling became a major issue as the business grew. 

A smoother process was required to simplify things, reduce mistakes, and keep everyone aligned. This way, the team could focus on what truly matters, collaborate effectively, get work done, and achieve great results together.

Download the case study to see how XfilesPro made their document management simple and stress-free!