A US-based insurance and annuity provider sought to modernize its policy servicing and improve efficiency. Facing challenges like a disjointed customer view, high dependency on manual processes, SLA compliance issues, and rising expenses, the insurer partnered with Newgen. Using Newgen's CCM and ECM platforms, they digitized and streamlined document management, integrated systems for seamless cross-collaboration, and automated content lifecycle management. This transformation led to enhanced productivity, improved customer satisfaction, better regulatory compliance, and higher scalability. Key outcomes included migrating 200 million documents, optimizing over 100 workflows, and significantly reducing processing times and costs.

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