Our first video case study highlights how Clevertech together with our awesome clients are being Clever.

We are peering under the hood to show you specific functionality and the principles we adhere to in service of being Clever.

Transcript of Video:

Here is a real world example where Clevertech is focused on increasing profits by reducing costs for a client. This client who is in the moving industry has an expense – a full time office staff that handles paperwork relating to Certificates of Insurance.

When moving to a commercial building, the management of that building requires the proper insurance.

Managing the insurance paperwork required takes a staff member all day, as she has over 5,000 word documents to manage each request, building, and management company.

Could we help?

Our solution was organized around three core principles:

First, organize the data so that each building and management company’s information is captured in one central place Second, the ability to take that data and pre-populate a PDF version of the insurance form and Third, the ability to transmit that PDF via email, and fax in one click.

So let’s see how that works in the actual system. When we enter an address the system checks the database we created when we imported the 5,000 word files into structured data. This is where you can feel the power of organization. In this case both buildings require a Certificate of Insurance indicated by the “COI” link next to each address.

By clicking on the COI link, you can preview and edit it. Notice that the form looks like a traditional paper based COI, and you can make changes to it on screen. Once you are happy with your edits with one click the COI is emailed and faxed to the proper destination.

What used to take all day, now takes just a few clicks. Our core value is to “Be Clever”.

Can we help you be clever in your business?

Connect with us on a variety of social media through the links on our website. I’m looking forward to hearing from you.