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: What is happening to the Marketing Services Industry?

Irreversible and unprecedented damage is being done to the marketing supply chain. Brands are reducing or changing their requirement. A small number of providers have seen growth, but the majority are frantically trying to adjust their business models to allow for as much as 70% downturn in customer spend. This is especially true for the [...]