Testimonials
Expetec saved us in tax season-and beyond.
Registered Investment Advisor Clareann Barks of Blue Heron Cove Financial Services & Insurance in Barnegat, New Jersey, considered many alternatives and selected Expetec for her firm's immediate-and long-term-technology solutions.
For a family member's medical procedure, I had to be out of state for six to eight weeks in February and March, which is the majority of tax season for our firm. This could not have been more inconvenient. We considered many alternatives to complete the 150 tax returns I prepare each year, in addition to the other aspects of my business, including health, life and disability insurance.
Perhaps technology was the answer. I called Expetec. They came to our office, surveyed my equipment and analyzed exactly what we needed to accomplish. My assistant was skeptical; I was hopeful.
We tested the process several weeks before I left and everything seemed to work smoothly. I could even move files from the computers in the office to my laptop and back again. The system that Expetec designed for me works better than expected. We're completing tax returns on time and everything works exactly as Expetec explained it would. If I have hurdles, I e-mail their office and they either e-mail or call to resolve concerns. They can even access my laptop remotely, if necessary, to walk me through issues.
Expetec saved tax season for me and I am very thankful for their professionalism and expertise.
BLUE HERON COVE
Expetec saves us downtime-and money.
Agent Eldon Swingler, president of Insurance Plus in Aberdeen, South Dakota, says one of his agency's best decisions was working with Expetec.
As the owner of several full-service insurance agencies, I have had the opportunity to work with Expetec Technology Services managed services program.
Perhaps technology was the answer. I called Expetec. They came to our office, surveyed my equipment and analyzed exactly what we needed to accomplish. My assistant was skeptical; I was hopeful.
Our staff members and I understand that our technology is our lifeline. We depend on it for most everything we do. Our network must be working at peak efficiency 24/7. Expetec's managed services program is a watchdog that remotely manages and monitors your IT systems. You save downtime, which also saves money.
Take my word for it... as an insurance agent, considering Expetec will be one of your best decisions.
Eldon Swingler, President of Insurance Plus
Expetec is making us more efficient-and more profitable.
Agent Andrew Morin of Lake Region Insurance in Brainerd, Minnesota, says his agency's best technology investment was collaborating with Expetec.
When I started working in insurance, some business forecasters said we'd be a paperless business world. That was 12 years ago. If anything, our agency now has more data to manage than ever-and more computers and networks to manage it. We knew technology could help us more efficiently provide online quotes, process claims, renew policies and work with potential new clients through our laptops, phones and hand-held communicators. We didn't know how to integrate and enhance our systems.
Now the local Expetec office manages our technology. They make sure our network is always available. They take calls directly from our agents regarding issues they have with their computers. They even stepped in to represent us to our phone providers, our Internet service and the company that supplies our copier and printers. Expetec is like part of our staff (but they're less expensive than hiring someone).
Expetec has made our agency more efficient and more competitive in the insurance marketplace. The best part-now I can get back to growing my insurance business.
Andrew Morin of Lake Region Insurance
Expetec was there in less than an hour so we could run payroll.
Insurance Agent and Broker Don Russell, owner of Russell Insurance Group in Loveland, Colorado, turned to Expetec for an emergency-and ongoing technology expertise.
Our main computer went down, jeopardizing running our company payroll. I called Expetec and our rep was at our office in less than an hour. He took the computer, set us up with a temporary computer so we could get paychecks processed and printed on time.
We're now looking at a new computer system, and our business did not suffer, thanks to Expetec's quick attention and outstanding service.
Expetec has integrity and outstanding knowledge in the complicated field of computer technology. They represent all the positive attributes that our agency demands of our vendors-and ourselves.
RUSSELL INSURANCE GROUP