Keenan & Associates, the largest privately-held insurance consulting firm in California, specializing in innovative, high-quality, and cost-effective insurance, employee benefits, and financial services for schools, colleges, public agencies, and healthcare firms switched to iVOS after careful consideration of how the company's business roles and workflows were evolving.
Making The Grade with iVOS
"Probably the single key driver was ease of use of the system," said Keenan's Chief Information Officer Paul Volkman according to Volkman. "Our users liked it and it was very easy to train people to use. It's truly designed with the examiner in mind. In the end, we distinguish ourselves by our claim service, but we want our claims system to provide the technological support necessary for our examiners to deliver superior service, and that's what iVOS does for us."
With steady growth in their client count over the last three years, Volkman observes that Keenan didn't need to hire more people to handle all the new business. And Keenan prides itself on the ability to work seamlessly with multiple partners, utilizing data from many sources. This ability allows them to easily transition to new carrier partners if necessary.
"For example," Volkman said, "we had to switch carriers on one line of business at the anniversary date—basically the entire book of business switched from one carrier to another. We had to develop an interface rather rapidly for that. And because of how the data is laid out on iVOS, we were able to comply with that carrier's pretty stringent requirements on security and data."
Download a longer PDF
version of this case study.