FOR INSURANCE BROKERAGES

Stratix Systems delivers a full suite of effective cybersecurity, managed IT, document management and imaging solutions for small and mid-sized insurance brokerages, helping to keep them running as smoothly and efficiently as possible.

In a busy insurance brokerage, the accuracy, reliability and security of documents and information are critical. No matter if you’re an established firm, or a company just getting started, you want technology and support that delivers reliably and productively with the responsive, proactive service to back it up. Beyond technology, the costs of managing and storing the reams of documents and information that a typical insurance brokerage generates in a year is just staggering, to say nothing of the demands placed on the workhorse of the office: the organization’s printers and copiers.

If your firm is experiencing pressure from clients and partners to become more efficient, or your admin staff is stretched to its limits, it’s time to talk with Stratix Systems.

Cybersecurity &
Managed IT Services

Technologies, strategies and practices to protect your network, devices and information from malicious attack and cyber criminals.

Document & Content
Management

Document Management tools, systems and strategies to increase productivity, accuracy and profitability.

IMAGING & PRINTING

Technologies and support to optimize and leverage your imaging and printing resources.

Insurance is one of our core competencies. We deliver the best practices, the most road-tested options, and the best technologies. Backed by knowledgeable people and the most responsive customer and technical support in the business.

  • Managed IT Services
  • Cybersecurity
  • Document & Content Management
  • Imaging & Printing
  • Sophisticated Security Testing & Assessments
  • Regulatory Compliance
  • Multifunction copiers, printers and scanners
  • Managed Print Services
  • Print Security Services

Managed IT and Cybersecurity solutions that protect your organization, streamline your operation and lower your costs.

Stratix Systems Managed IT Services makes it easier than ever to understand, budget for and manage your IT needs — it’s worry-free, and it’s like having your own IT department, without the headaches. And our broad suite of Cybersecurity services let you sleep at night, knowing that your network, your people and your data are protected.

Stratix Systems is the perfect solution for organizations that need comprehensive IT support, but who may not have the time, the budget, or the skill sets needed for an internal IT department – or who simply just don’t want the headaches and costs.

All with predictable budgeting that can lower your costs by as much as 30%, maybe more!

Advanced solutions for advanced compliance needs.

Stratix Systems has the people, the services and the experience to solve even the most complex advanced compliance needs that insurance brokerages and their clients face on a regular basis.

Stratix Systems can even help your clients with Cybersecurity Insurance policies meet the due diligence requirements of insurance underwriters – so that your cybersecurity coverage clients and underwriters alike can sleep at night.

Stratix Systems can also help you navigate these standards and achieve industry or government regulatory compliance, and we can help you and your clients stay in compliance once you get there.

Most important, Stratix Systems has the people, resources, and experience to get you where you and your clients need to be: in compliance.

  • Meet regulatory requirements
    Compliant CUI technologies, processes and procedures
  • Sophisticated Security, Vulnerability and Penetration Testing & Assessments
  • Monitor, confront, and remediate cyber threats and vulnerabilities
  • Prepare for and meet audit requirements

“Even though we need a service call infrequently, we can always rely on the Stratix team to respond quickly, evaluate the situation, and provide a resolution to minimize any disruption. We always receive excellent customer service from the Stratix team!”

—Chief Financial Officer, Regional Insurance Brokerage

Document Management solutions that improve productivity, reduce costs and enhance your revenue opportunities.

In any organization, – and especially, with insurance brokerages – information needs to be shared efficiently so that the brokerage’s work can be accurate, timely, responsive and profitable. That requires accessibility – and different accessibility, depending upon the application. But that same information also has to be protected. While most senior managers understand the importance of document management, they often don’t know where, or how, to begin to put in place an effective strategy and capability. This is where Stratix Systems can help.

Our document management strategies and tools are crafted from the premise that the documents you use and create – in whatever form – are a key organizational asset. They should be easily accessible to anyone on your team who needs the information, and who has authority to see it, and inaccessible to anyone who doesn’t. Plus, your documents and content should never become “invisible” when someone leaves the company, or goes on vacation, or simply doesn’t want to share.

docuware

DOCUWARE®

DocuWare® is a key platform that empowers organizations to capture, process and use large amounts of information. DocuWare captures information from a broad range of sources, enabling automated import and indexing routines that provide structured data entry without manual effort. Then DocuWare sorts, distributes, and links information to drive important workflow and decision-making processes.

As a result, teams across all departments can use these robust tools as part of an effective document management strategy for quick, transparent and effective workflows – all with secure, centralized document archiving.

Learn more about DocuWare® solutions.

microsoft-exchange

MICROSOFT® EXCHANGE® AND OFFICE 365® SOLUTIONS

Office 365®, powered by Stratix Systems, brings together online versions of the familiar desktop suite with the best communications and collaboration tools from Microsoft, at a price that small and mid-sized insurance brokerages can afford.

Straightforward and easy to use, Office 365® offers all the features and programs that people know and use most—providing secure, global access to documents, e-mail and calendars, Office Web Apps, instant messaging, video-conferencing and file sharing.

Learn more about Microsoft® Exchange® and Office 365® solutions.

microsoft-sharepoint

MICROSOFT® SHAREPOINT®

Microsoft® SharePoint® is a powerful internet browser-based productivity and collaboration platform that enables insurance brokerages to easily and safely store, organize, sort and share documents and information. Importantly, SharePoint features a very similar interface and functionality to that of Microsoft Office, so it will easily integrate into existing systems while offering a level of comfort and familiarity to new users.

Whether it’s deployed locally as a hosted cloud service, Sharepoint helps you share ideas, find information, and develop strategies. Better.

Learn more about Microsoft® SharePoint® solutions.

scan-store-retrieve

SCAN-STORE-RETRIEVE

Paper can be difficult to work with, expensive to distribute and store, and is easily misfiled, lost, damaged and/or destroyed. Because of this, many insurance brokerages overpay for a process that still isn’t as efficient as it should be.

A scan-store-retrieve solution will allow you to unload the weight of your brokerage’s documents (hard copy or native electronic)—combining imbedded capture software into MFPs and/or scanners, with digital storage and management options. This transforms your paper-based information into searchable, usable business data via an easy-to-use option that addresses low- to high-document volumes.

Learn more about Scan-Store-Retrieve solutions.

workflow-automation

WORKFLOW AUTOMATION

Stratix Systems can help you streamline your workflows and automatically route documents for processing, approval and the next step.

With workflow automation, you can automatically route documents for processing and approval based on business or procedural rules that you set, while automatic alerts to key touchpoints deliver prompt completion. Then, as the workflow items reach their destination, the responsible user(s) are alerted and given the proper information to complete their task, the system automatically sends the information through to the next checkpoint in the workflow—all the way through to completion.

Learn more about Workflow Automation.

Imaging and Printing Solutions and Support that make sense for you.

Stratix delivers custom-designed, robust Imaging and Printing solutions for insurance brokerages that are efficient, reliable and cost-effective. From high-speed workstation printers to robust floor units for high- volume areas to scanners that integrate with word processing software to high-volume/ high-capacity devices for the rigorous demands of the busiest insurance brokerage.

Stratix Systems delivers the latest technologies, the most road-proven solutions and decades of experience to your specific imaging and printing needs. Plus, our Stratix Proactive Managed Print Services monitors and maintains the entire enterprise printing fleet for improved performance and lower costs.

Learn more about our Imaging and Printing Solutions.

Our trusted technology partners

Strategic technology partnerships are vital to not only Stratix Systems’ success, but most importantly, to the success of our clients. We maintain long-standing affiliations with many of the world’s leading hardware, software, and technology services organizations, which allows us to enhance the capability and value of our best of breed solutions.

Getting started is easy!

Stratix Systems is a committed partner that can deliver huge savings and productivity improvements for your brokerage, your staff and your clients.

It all begins with our proprietary Stratix Technology Evaluation Process, a proven approach to analyzing and optimizing technology systems, information flow, resources and processes. Then, whatever your need in IT, cybersecurity, content and document management or imaging, Stratix Systems has the experience, the people and the resources to help you streamline processes, reduce your costs, and take your insurance brokerage to the next level.

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Have a question? Get an answer.

One of our experienced systems experts would be happy to answer your questions, help you explore your options and develop a customized plan for you. Contact us or call toll‐free 1‐800‐444‐2943.

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