Case - CHUBB
The challenge
The insurance sector faces ongoing challenges in providing customers with appropriate documentation, including transactional information, legal clauses, and marketing content.
These documents need to be dynamic and flexible, tailored to each customer’s specific needs and integrating information from multiple sources, which increases process complexity.
Additionally, CHUBB needed to include information about new products to promote relevant offers to its customers.
The solution
For 15 years, CHUBB has been using DocPath’s Customer Communications Management (CCM) solutions in nine Latin American countries.
Our software addresses all communication needs with customers, including the creation and management of documents for their extensive product portfolio.
DocPath’s modular solution allows different departments, such as Marketing, to collaborate on the design and content of documents without overloading applications with layout-related tasks.
The Benefits
DocPath’s integrated CCM solution eliminates the need for internal form programming, replacing it with a graphical environment that provides design flexibility and greater operational efficiency. This has reduced costs by avoiding duplicated work and costly errors.
With the upgrade to version 6 (V6), CHUBB also benefited from technological advancements, such as adapting documents for mobile devices like tablets and smartphones, and the continuous evolution of the system to meet new market demands.
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