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Implementation of Document Management Package for P&C Insurance
ValueMomentum assists Regional P&C Carrier with Consulting Services to increase efficiencies related to Enterprise Content Management

Industry
Insurance

Client
Mid-western Insurance & Financial Services firm

Industry Needs addressed
Claims Correspondence, Policy Assembly

• Our Client sought to increase efficiencies with which large quantities of mission-critical documents such as contracts, claims documents and related images were captured, stored and retrieved
• The current processes involved paper-based filing systems with less than efficient search and retrieval capabilities adding time and costs to acquiring customers, issuing contracts and providing services.

Technology Solution delivered
Document Automation

• The Client had selected an industry leading Enterprise Content Management Solution and sought to augment its staff with experienced professionals to assist with the implementation efforts.
• Further, the Client required bridging resource and skill gaps for this project.
• ValueMomentum provided consulting services to implement the Enterprise Content Management Solution.
• The responsibilities handled by ValueMomentum's expert consultants included:
  • Developing integration points between the solution and the Client's Core Insurance applications
  • Developing custom functionality to meet business needs not covered by the solution.

Execution model
At site, Fixed Price

Technologies used
Document Sciences, XPression

Benefits delivered

• Performed critical role to enable the Client implement the solution on time, with lower costs

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