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Client Letter Correspondence Management for the Insurance Industry
The insurance industry continually faces new demands and growing complexity in generating correspondence and transaction-based documents. Automating these documents has evolved from simple letter production to integrated extensions of enterprise business applications including claims, CRM and medical management systems. With Client Letter, insurance industry customers experience operational efficiencies and immediate bottom-line results.
Particularly in the insurance industry, customers expect to be treated as individuals with specific needs. The content of communications they receive should speak directly to them - including customized text, graphics and calculations. Intelligent documents that incorporate sophisticated business rules are necessary to meet these evolving requirements. In addition, distribution preferences drive the need for multi-channel delivery including email, fax, web and mail.
Operational Efficiency
Client Letter customers experience operational efficiencies and immediate bottom-line results. Our customers have reported increasing CSR document generation productivity by at least 70%; reducing processing time by 66% through automated workflow and improved customer service research response time by 90%.
Compliance with Regulatory Mandates
Client Letter provides the ability to manage content based on effective dates, archival/retrieval of historical documents, and maintain document correspondence such as carbon copies and trigger letters sent to third parties. Client Letter's advanced security features manage access rights to information and document viewing.
Delivery Through Multiple Channels
Meet your customers’ preferences and business requirements by creating documents once for distribution via the preferred delivery method including print, email, fax, web, imaging and archive.
High-Volume Batch Production
Process personalized High-Volume mailings of customer documents that incorporates the functionality needed to optimize mail efficiencies including sorting by attachments and enclosures, document type, forms, routing, organization, division, zip code and UserID. AIMS marks, postnet bar-coding anchors address information for use with window envelopes.
Improved Customer Service
Generate high quality documents in numerous formats including PDF, XML, RTF, HTML, TIFF, AFP, Metacode, XPS and others. Documents can be sent in any method preferred by the customer. Customer service representatives can immediately view documents online and in real-time. Historical documents are instantly retrieved for handling inquiries.
Document Archival
Documents can be stored, archived and immediately retrieved. Client Letter’s history function provides the ability to search by word, full text, phrase or business attribute including group of business, recipient type and numerous other criteria.
Accelerated CRM Initiatives
Client Letter connects easily to CRM database information. All documents can be customized specifically to the customer's information.
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