Shepherd Advisors LLC
Fresh
A new insurance agency will immediately need to produce professional, compliant client-facing docume
Printing ACORD forms and client proposals
Mike,
Saw your filing for Shepherd Advisors. Starting an agency means generating a lot of paperwork quickly.
I work with firms on making that first impression professional—from ACORD apps to branded proposal kits. Getting those documents right from day one saves headaches later.
We can set you up to print or digitally deliver what you need.
Mark Mazza
Inside Sales
ABS | Xerox
www.xeroxne.com
Connecticut Optometry Partners, PLLC
5-Year
A practice of this age is likely running a mix of older patient intake/insurance equipment and newer
Streamlining patient intake before the 5-year mark
Rosa,
Your practice's filing came across my desk. Nearing five years, many optometry offices find their original printing and scanning setup can't keep pace with patient volume and today's forms.
I specialize in untangling those hybrid workflows—getting paper forms, insurance documentation, and digital records working smoothly together.
When it's time to reassess your equipment, I can provide specifics on what similar practices have moved to.
Best,
Mark Mazza
Inside Sales
ABS | Xerox
www.xeroxne.com
CT 203-777-0011 x743