When Robert Leski and Timothy Wittman, owners of the Leski Insurance Agency, decided to upgrade their computer systems last year, they were looking for ways to improve staff productivity and enhance their customer service functions.
After evaluating their workflow, Tech Experts recommended they employ a dual monitor solution as part of the agency’s technology upgrade.
Leski Agency uses an ACT! contact management system to keep track of all of their client’s policies and information.
When customer service representatives (CSRs) are quoting new business, or changes to customer’s existing policies, they will frequently need to refer to the information in ACT! in order to complete the quoting or change forms.
Before the dual monitor solution, the CSRs would have to toggle back and forth between screens. Now, ACT! remains active on one screen while the quote or policy change form is active on the other screen.
“We needed a way to streamline our customer service practices,” commented Tim, one of the agency’s co-owners. “Tech Experts showed us a dual monitor system that lets our employees look up information faster.”
The dual monitor solution was part of a larger technology refresh project the agency undertook last year. As part of the upgrade, Leski invested in a new, faster IBM eServer to store their customer data, documents and accounting information.
The agency also upgraded the staff computers to new Lenovo compact workstation computers. The compact workstation computers are about the size of a box of cereal.
“We really like working with Tech Experts,” Tim continued. “Technology changes every day, and it has become increasingly harder or small business owners to manage their computer systems. With the Tech Experts team taking care of our technology, I can focus on what our agency does best – taking great care of our clients.”
Leski Insurance Agency was founded in 1980 by Robert Leski, a now retired Monroe County Community College professor. The agency writes general lines property and casualty insurance, and specializes in the insurance needs of educators through the MEEMIC insurance company.