Jim Schubert is the Executive Vice President with Southern States Insurance responsible for the operation of the Branch Offices and managing relationships with vendors. Not long after Jim joined the company, he saw an opportunity to take a more technological approach to handling documents and went in search of a Document Management solution.

At the same time Jim set out to find a company to work with, companies with Document Management Solutions found Jim. He did his due diligence and chose an application that would capture documents electronically at the branches and provide central storage for access by all. The next step was to choose equipment that would work with the software and enable the streamlined workflow that Jim envisioned.

Their current copier vendor seemed like a place to start. Jim met with his rep and explained what was required technically as well as his vision. When the proposal came back Jim was disappointed. The pricing was off and “they did not listen to what I wanted,” Jim explains. “They wanted to sell me what they had. When I got the proposal I could tell they were not listening to what I said.”

Enter Dan Morris and Superior Document Solutions. “Dan made it very easy to make the selection,” tells Jim. “He understood the requirements and how we could afford to put the equipment in each office to take advantage of the document management solution in all locations.” On the day they were to sign the order, “It actually makes me chuckle when I think about it,” recalls Jim. “My dad goes through the contract and wants a bunch of changes. It didn’t faze Dan. Many of the vendors I deal with would have been

ruffled, but not Dan. He just called up the office, crossed out stuff and penciled in changes, and when he got off the phone said ‘Done!’ and that was it.”