Innovatix Technology Partners modernized a health insurance provider’s document management system by replacing outdated MS Word processes with Quadient CCM. The project standardized 600+ letters across 12 lines of business, creating a Style Master and base templates for consistency, while ensuring PDF accessibility compliance. Custom scripts automated template updates, metadata improved organization, and enclosures integrated supporting documents. Despite challenges with secondary templates and scale, the solution delivered efficiency, compliance, and streamlined operations. The client reported better accessibility, faster document handling, and a stronger, more unified system.

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