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: You canโ€™t drive procurement change in print and postage unless your spend is baselined

Baselining in print and postage is simple: specification + quantity + cost = control over your spend. But with a high volume of transactions the technical detail can become unreliable making it hard to be certain about your true cost base. It is typical for half of requirements to change during a contract cycle which [...]