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Result in Focus
  • 6 FTEs Repurposed with barcoding integration
  • 12,000 Maximum correspondence requests per day (up from 200-800)
  • 400,000 Monthly statements produced

Achieving Greatness through Simplicity: Innovative Provider of Annuities and Specialty Property & Casualty Insurance

In the complex world of annuities and property and casualty insurance, our client sought to modernize its customer communications to better serve clients and maintain compliance in a highly regulated industry.

With Cincom Eloquence, this long-established provider streamlined document workflows, eliminated manual errors, and significantly improved compliance management and response times—all while upholding its commitment to regulatory standards and customer satisfaction.

What You’ll Learn: 

How content reusability enabled quick updates across 30 product groups, increasing flexibility and simplifying compliance.

How integrating Cincom Eloquence with legacy system modernization allowed instant document storage, empowering customer service teams to respond confidently to inquiries.

How a centralized repository for approved language reduced compliance checks, ensuring regulatory accuracy across all communications.

How advanced workflow automation—like barcoding and text formatting—streamlined assembly and reduced manual intervention for faster delivery.

How system scalability cuts production times, reducing monthly statement processing from weeks to days and enabling nightly policy packet generation.

Ready to see how Cincom Eloquence helped this property and casualty insurance provider simplify complex communication processes and boost operational efficiency?