Insurance

• Best Practices
• Brochures & Whitepapers
• Business Benefits
• Business Goals
• Customer Successes
• News & Events
• Open Text Services

• Brand Management
• Claims Management
• Contract Management
• Customer Analysis & Marketing
• Customer Service/Dispute Management
• Market Research & Product Ideas
• Policy Changes & Information
• Product Development & Implementation
• Regulatory Compliance
• Sales Force Management
• Underwriting & Policy Issuance

Policy Changes & Information

Once a policy is established, customers may initiate policy changes, such as changing a participant, modifying a risk, or changing a beneficiary. These changes trigger processes that require collaboration among multiple entities and departments, including insurance agents, policy administration, underwriting, and customer service.

Open Text solutions deliver a single view of the documents that comprise the policy coverage of your organization’s insureds. This provides a current and historical view of your customers 'documents so that coverage changes, new policies, additions, deletions, and addendums can be instantly searched and viewed, either by policy type, date, or the criteria that caused those changes.

Enterprise Content Management (ECM) solutions from Open Text for policy changes & information deliver this functionality with the following components:

• Software: Business Process Management, Document Management & Collaboration, Records Management, Workflow

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.