Catholic United Financial Catholic United Financial is harnessing the power of HotDocs document automation technology to efficiently provide life insurance, retirement and savings plans to more than 72,000 of its client members. HotDocs technology allowed Catholic United to completely transform a costly, time-consuming, and paper intensive document production process to an almost paperless solution. Finalized policy documents are now easily accessible by staff and customers via real-time, web-based portals. The Problem: Prior to implementing HotDocs, Catholic United produced all of its annuity and life insurance policy documents using mainframe technology and manual processes. Though a robust system, it was challenging to maintain since all updates and revisions required assistance from th

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