Delivering better document management and communication control

Our client is a leading global insurance organisation providing personal insurance solutions through direct and corporate partner relationships.

Challenge:

Our client had a problem with numerous insurance platforms producing a range of data formats with documents being created through a diverse range of internal document composition platforms and external service providers.

Solution:

Through a consultancy engagement, Harler delivered project support and subject matter expertise during the design, build and delivery of: a new document composition platform; industry leading document output formats and; a customer documentation electronic delivery solution.

Result:

  • White-labelled technology solution for Direct and Corporate Partner insurance services
  • Real-time delivery of customer communications
  • Reduced timeframe to onboard new corporate partners and adapt legacy materials
  • 90% opt into electronic delivery driving a significant saving on physical document production and postal costs
Insight: A 600-year-old industry that stays ahead of its time

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