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Customer Success: Debbie Cunningham, Debbie Cunningham Insurance

When it came to selecting an electronic document management solution for her office, Debbie Cunningham sought a solution that was uncomplicated and inexpensive. While researching, Ms. Cunningham received a referral from an accounting firm in her home town of San Angelo, Texas who had purchased eFileCabinet. After seeing the simplicity of the system, she was sold.

“It is very user-friendly, which is a must for us because we are not technical-minded people,” Ms. Cunningham said.

Ms. Cunningham runs her own multi-service insurance agency and with six employees, was faced with the challenge of lost documents. “We used to chase papers all the time from one office to the next,” Ms. Cunningham said. “A paper sitting on a desk might as well be lost.”

Lost documents resulted in lost sales, so finding a solution was imperative to Ms. Cunningham’s bottom line. In addition to putting an end to the paper chase and saving lost sales, Debbie Cunningham Insurance has saved financially as well. With the implementation of eFileCabinet, they are able to recover the equivalent of one employee’s salary which equates to $20,000 annually.