A prestigious insurance company has been able to adapt itself to the new market needs with DocPath software, whilst maintaining their existing technical environment.
Specific needs of the insurance sector
The insurance sector manages a vast number of documents, and almost all ofthem are highly important, as even the most insignificant receipt can prove tobe a key element. For this reason, agents, executives and other workers ofthe insurance sector need to be able to quickly locate and recover anytype of document, such as policies, claims, contracts, etc.
Some decades ago, a Spanish insurance company that was created in the1930´s to attend to the needs of civil engineers, understood the importance ofa good document management system to be able to improve the quality oftheir services and increase their customer portfolio.
Since the last Century, this insurance company has diversified its activities andexpanded their insurance services in Spain. Currently, the company offers awide range of products and its portfolio boasts over 100,000 insurance policies. In addition, in order to respond to the specific needs of its clients, thecompany has structured itself into different areas, creating a powerful groupwith an extensive professional team.
Innovation, in a familiar environment
The group’s main commitment is to offer its clients the most innovativesolutions developed and guaranteed by highly qualified professionals.However, the company realized that their internal document managementsystems did not provide an optimal service, according to the market’s needs.
The group urgently needed to manage their documents in a much moredynamic and agile manner, in order to provide their customers with morecomplete and understandable forms. The main concern was to be able todesign simple documents and to print these documents quickly.
At the same time, the company wished to maintain their current work environment, based on the System i (AS400) platform. The group wanted tominimize the costs and the complications that come with implementing a newtechnical environment and to reduce stress on their employees, who werealready very familiar with the current system.
Business Suite Pro for System i: the solution of choice
After evaluating a variety of options available on the market, the insurancecompany finally opted for Business Suite Pro for System i, a solution thatis part of DocPath’s range of document management software. The mainreason for selecting this solution was that it provided a technology that fully integrated and successfully ran with their current corporatesystem, System i (AS400).
At first, the company used the solution only to print forms in PCL and PSformat, by integrating Business Suite Pro on their system print queuesaccessible to clients and mediators.
However, over the last decade, the group has added other DocPathfeatures to its document management system. The company incorporateddocument digitization, and, in 2008, PDF output, to initiate withwhat is now a widespread concept: “paperless office.” Furthermore, at theend of 2009, the group extended its environment by adding the DocPathXF for Windows module. This module allows for form version control andstorage of forms in a centralized repository, among other features.
An Optimal Corporate Solution
Thanks to DocPath, the insurance company currently has a documentmanagement software that has optimized the design, managementand generation processes of their business documents, withoutaffecting their methods of working or their platform. Moreover, theBusiness Suite Pro solution has proven to be stable enough to turn into acorporate solution, which has evolved according to the company´s needs.