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What
everyone
is saying about Record Guardian...
Our
#1 priority
is the satisfaction of our customer family.
Record Guardian Technologies Inc. has been a great partner in providing our producers a paperless environment that creates more time to focus on what's important: generating more sales.
From the moment I was introduced to Record Guardian Technologies Inc., it was apparent that they provided a unique blend of industry knowledge along with technical expertise. This is a powerful combination, then add to that their commitment to personalized, hands-on service, which positions them as an excellent choice for an agency management solution.
Since Record Guardian's inception in 2006, they have brought value and high quality service to our brokers who use their system. Record Guardian Technologies Inc. has been able to tailor their system to meet the needs of individual producers, which has resulted in streamlining many of our brokers' offices. We are proud to recommend them as a quality option for anyone looking to automate their office in a simple, cost-effective manner.
I have been a customer for almost two years and I'm so happy to have the system. The Record Guardian program is so easy to use and it helps me manage the daily operations of my business. The system is designed to take care of all the paperwork, accounting, etc, so that I can dedicate myself to what I know best: selling insurance.
By using Record Guardian we were able to reduce the amount of office space needed for our files. This saved us over $500 a month. Now, with Record Guardian Technologies Inc. we can see the whole file on a client without going to a filing cabinet. What we need is right there on the screen. As we were getting started, we were provided the help that we needed to make the transition smoothly and efficiently.
I looked at different options and decided to go with Record Guardian because of the ease of use with their system and their overall support. A management system is only as good as how you use it. Record Guardian makes it easy to take full advantage of their system and automate your office. I would gladly recommend them to anyone.
Record Guardian has been the greatest change we have made in our agency in the last 50 years. The program has allowed us to become more efficient, effective and profitable. Our clients are receiving answers to their policy questions right on the phone, because there is no longer a delay taking place while a posse is formed to locate the paper file!
I'm so happy I chose Record Guardian, because it was ridiculous what I was paying the previous vendor, and every time I didn't understand something I had to go to an online class to understand and to top it off, pay for it! Record Guardian has been the best choice for me, easy and friendly to work on. I love it!
Our agency decided to go with Record Guardian Technologies over several other agency management systems due to its sheer convenience. Using a web-based system has allowed our employees to work both inside and outside of the office more effectively, resulting in a more efficient and pleasurable client experience.
Record Guardian has exceeded all our expectations. It has helped us organize and manage our agency in a manner that drastically increased our efficiency, document security and accessibility. We have also received unparalleled support along with the system, a combination that has honestly proven to be one of the most valuable tools we've had for growing our agency.
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