A 170-year-old Insurance Provider in the US Digitizes Business Workflows with Newgen

Customer Overview

Established in 1851, the customer is a leading life insurer and financial services organization. It offers a range of products and services like annuities, term insurance, disability income insurance, and more. Operating on legacy systems, the insurer sought a solution to automate its manual processes and securely manage its documents.

Challenges Faced by the Customer

• Manual case handling led to the risk of misallocation and duplication
• A decentralized email repository caused scattered information and compliance issues
• Lack of real-time reports led to delays in decision-making
• Absence of a quality system for emails caused issues in managing content and monitoring performance

How Newgen Helped

The configurable Document Management System(DMS), built on Newgen’s low-code Process Automation Platform (iBPS) platform, offered the customer a unified repository and digitized complex workflows.

Benefits Achieved

By implementing Newgen’s DMS, the customer was able to:

• Automate letter generation for field inspections in minutes
• Distribute cases at intake in seconds
• Generate monthly status letters for each case instantly
• Improve interdepartmental collaboration

Download the complete case study to read more about the value delivered and modernization journey.