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: We are FSQS registered

The Financial Services Qualification System (FSQS) Registered Mark is valued by some of the largest purchasers in the financial sector and indicates that Harler has gone through the process required to demonstrate its commitment and credentials to the industry. FSQS is a community of financial institutions including banks, building societies, insurance companies and investment services, [...]