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: Major brands set the scene for in-house print solutions

The media has been full of stories about brands making their move to bring their advertising services in-house with high profile companies such as RBS, Arla, P&G, Fender, and M&S already making the shift.  These changes rightly get lots of publicity where the debate continues around transparency and value for money from the big agency [...]