Success Story – CHUBB Insurance
CHUBB Insurance Integrates Multiple Departments into their Document Management Process Through CCM Solutions
Chubb’s Problem
The insurance industry is constantly facing major challenges, and one of them is to provide its clients with appropriate documentation that includes not only transactional information but also text, legal clauses, and even marketing information, when necessary. The documents must also be flexible and dynamic, adapting their presentation to the circumstances and requirements of each client, and they must include documentation that is often generated by different and varied sources, increasing the complexity of the presentation. An additional problem is the need to provide customers with information on new products that may be of interest to them.
DocPath’s Solution: State-of-the-Art Modular Document Software
For 15 years now, CHUBB has been using DocPath software to cover its Customer Communications Management (CCM) needs (in particular, Output Management) in nine countries in Latin America. Our solution covers all of Chubb’s customer communication needs, including all the necessary documentation that its broad product portfolio requires, since DocPath’s CCM solutions are constantly evolving and based on cutting-edge technology. The applications do not need to include features related to the visual presentation of the documents since another department collaborates with Marketing to define the content and look of each form.
The applications do not need to include features related to the visual design of the documents since another department collaborates with Marketing to define the content and look of each form
Benefits: Integrating Multiple Areas of the Company into the Document Management Software
By eliminating all graphic design issues from the applications, our document management solution provides the marketing department absolute freedom, which not only allows optimal use of resources, but also produces significant savings by avoiding duplication of work and eliminating errors that can be highly costly to resolve. Moreover, being an integrated Customer Communications Management solution, it easily evolves as technology progresses.
An example of this is the replacement of the previous version of DocPath products with the new version 6 (V6), which provides important technological improvements, such as the elimination of internal programming of forms and its replacement by a graphical environment, or the adaptation of documents to current environments (tablets, smartphones, etc.).