Paperclip’s services will allow us to remove countless unnecessary steps and reduce the amount of tasks for our New Business Teams. Our long-time Imaging Specialist is retiring and our partnership with Paperclip has made it possible to not replace the role. The features available within the platform are a hit amongst our teams—and we should have made the taken the plunge to work with Paperclip years ago!

Lion Street chose Paperclip at the onset of our operations, as our primary document archive and transmission solution for life insurance applications. This decision was based on speed of implementation due to existing carrier connectivity, experience and knowledge of our workflows, and Paperclip’s ability to meet or exceed required industry regulations and standards for information security.

We established a dedicated platform with Paperclip’s Virtual Client Folder (VCF) solution to support our internal and field operations. We enhanced the VCF solution with Paperclip’s Mojo offering to further streamline the process for our advisors, while digitizing the data from traditional forms. These two solutions have proven to work in concert to enable Lion Street to meet the varying needs of our independent practitioners and also create internal operating efficiency and scale for Lion Street.

“What Paperclip has brought to the
overall work-flow, where our documents
are just a click away in our AMS, is a huge
win”.

After switching to Paperclip solutions, our agency reduced our scanning costs by over $1,000 per month—a savings that had an immediate and meaningful impact on our budget.

Paperclip (Virtual Client Folder and Internet eXpress) streamlined our workflow, eliminated unnecessary scanning expenses, and made the entire process faster and more efficient for our team. The transition was smooth, and the results were clear almost right away. If you’re looking for a simple way to cut scanning costs without sacrificing quality or efficiency, Paperclip is absolutely worth considering.