Cowan Insurance Brokers Delivers Outstanding Customer Service and Ensures Business Continuity with Synergize from Microdea


Cowan Insurance Brokers provides innovative insurance and risk management solutions to clients across Canada. They are part of the Cowan Insurance Group, founded in 1927. Cowan Insurance Brokers has seven branches and more than 150 employees.

Challenge: Deliver Outstanding Customer Service and Enable Business Continuity

Cowan Insurance Brokers needed to replace their commercial paper-based customer files with secure electronic information. A scalable, dependable and cost effective electronic document management solution was required which would facilitate the continued delivery of outstanding customer service. The company also needed a disaster recovery solution in order to enable business continuity.

Solution: Synergize Electronic Document Management

Microdea was chosen due to the knowledge, dedication and expertise shown by the Microdea team, along with Synergize�s product rich features, high scalability and ease of use.
Synergize provided Cowan Insurance Brokers with an excellent business continuity and disaster recovery solution, whose advanced security features ensure that files cannot be misplaced, lost or damaged.

Results: Outstanding Customer Service, Business Continuity and Cost Savings

With Synergize, Cowan Insurance Broker�s commercial customer information is scanned and saved. Authorized employees have real-time 24 x 7 access to information and can easily and quickly retrieve, share and print information, without ever leaving their desks.

Synergize ensures business continuity in the case of a disaster such as flood, fire etc. Since implementing Synergize, the company has noted improved employee efficiencies, outstanding levels of customer service, more satisfied customers, and cost savings.

�After only three months of going live with Synergize�s automated document delivery, our business experienced a dramatic increase in cost savings,� commented Stacey Rous, Controller, Cowan Insurance Brokers.

About Cowan Insurance Brokers

Cowan Insurance Brokers is part of the Cowan family of companies including the Frank Cowan Company and Cowan Wright Beauchamp, and we continue to grow. With seven branches and more than 150 employees, Cowan Insurance Brokers provides innovative insurance and risk management solutions to clients across Canada.

Our reputation for comprehensive products and outstanding customer service has been carefully nurtured and proudly earned. We deliver focused customer service and cost-effective solutions tailored to meet clients� everyday needs in addition to any unique insurance requirements.

About Microdea Inc.

If you are looking to improve or streamline your company�s business processes, consider choosing Microdea. We specialize in the design, development and implementation of innovative cost effective business solutions to meet your demanding document imaging, management and workflow needs. We pride ourselves on delivering solutions to your specific requirements on time and within budget. Our industry leading solutions provide rapid return on investment. Visit and for our insurance services