A Leading Global Life Insurance Group Streamlines Document Management with Newgen

Overview

Our customer is one of the leading insurers in Bermuda, engaged in the acquisition and management of life insurance policy portfolios.

Due to the non-automated nature of processes, the customer faced several challenges, including unexpected errors, delays, and poor transparency in document handling and communication management. To overcome these inefficiencies, the insurer partnered with Newgen and modernized its processes.

How Did Newgen Make a Difference?

The customer leveraged Newgen’s Contextual Content Services (ECM) and Omnichannel Customer Engagement (CCM) platforms to streamline its document management and improve its communications. The deployment seamless automated communications across multiple engagement channels and ensured frictionless access, storage, and archival of documents.

Read the complete case study to understand how the implemented solution enabled the customer to achieve various business benefits, including enhanced operational efficiency, improved accessibility and visibility, and better compliance adherence.