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Policy Document Digitization and e-Presentment for Insurers

Crawford Technologies offer a policy document digitization and e-presentment solution designed for insurance companies based on CCM Gateway for Alfresco.

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The solution captures the outbound, high-volume documents and customer communications produced by insurer business systems, indexes and converts documents into industry standard formats like PDF/A and stores them efficiently in the Alfresco Content Services platform. Individual documents are delivered to consumers through web portals and mobile applications as either PDF or HTML5.

CCM Gateway for Alfresco helps insurers comply with federal and national regulations using Alfresco Records Manager and CrawfordTech digital document security. CCM Gateway supports Accessible PDF and Accessible HTML to ensure equal access to insurance company correspondence for the blind and partially sighted.

Business Challenges:

Each day insurers generate millions of customer communications - it is estimated that of the 50 billion documents that are delivered each year in the US, 5% come from insurance companies. Policies, quotations, renewals, reminders, checks and remittance advices, and statutory letters that are generated by insurer business systems and are essential to managing customer relationships

More than half of all insurance communications are still printed and posted, costing hundreds of billions of dollars each year. However, a growing demand for digital formats on mobile devices and via the web provides opportunities for both cost savings and improved customer service.

Existing systems for managing outbound communications are often based on legacy mainframe technology that are over 30 years old. These systems were designed for a small number of internal users and are expensive to scale for access by millions of consumers.

Added to this challenge, legacy archiving and e-presentment systems are complex, expensive to maintain and rely on legacy print formats, such as AFP or text, for archiving. However consumers today need access to correspondence via modern web friendly technologies like HTML5 and PDF.

Insurer communications are strictly regulated by various authorities around the world. Not only do communications need to be in compliance, but these documents often define the contract between the bank and the customer. It’s essential that the solution for managing these documents be flexible and scalable to support evolving business and customer requirements.

With an aging population it is now estimated that over 2% of the population requires access to correspondence in alternate formats such as large text or braille. Delivery of alternate formats is patchy at best, and increasing enforcement of regulations like the Americans with Disability Act (ADA) mean that systems for producing alternate formats must be improved if insurers are to avoid large fines.

Solution Benefits:      

By adopting Crawford Technologies Policy Document Digitization and e-Presentment Solutions for Alfresco insurance companies can:

  • Save on average 60 to 80 cents per transaction on the cost of print and posting by changing to digital correspondence and e-presentment
  • Reduce call center volumes and improve customer services by expanding access to correspondence via the web and mobile devices
  • Achieve compliance with industry regulations and with automated records management
  • Deliver consistent services for the partially sighted and ensure compliance with Section 508, AMA, AODA, the UK and EU Equality Acts
  • Replace complex, mainframe systems with modern, next generation digital archives to significantly reduce IT costs

Solution Downloads

Solution Brief
Use Case
CCM Gateway with AWS Solution Brief

About the Solution

Licensing Model:Perpetual, term and volume
Alfresco Content Services:5.2, 5.1, 5.0
System / Additional Requirements:
- Requires Additional Server Software Install for processing services and retrieval services
- Requires Desktop Software Install for configuration tools
- Full product certification matrix available on request
Version History:V3.5.3
Support:Supported by Solution Provider

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