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

Customer Analysis & Marketing

The customer analysis and marketing process allows your organization to identify and target the most profitable customers with marketing campaigns directed at various distribution channels. Integrating these channels allows for targeted sales force management and the tracking and monitoring of campaign results.

Insurance carriers have historically carved out areas of the market based on their knowledge of the customer segment and their ability to undertake financial risk based on their target customers (personal or commercial). Enterprise Content Management (ECM) solutions from Open Text provide those companies that combine excellence in underwriting with best-in-class customer marketing with the ability for high-speed product delivery through the distribution channels of your choice.

ECM solutions from Open Text for customer analysis and marketing deliver this functionality with the following components:

• Software: Document Management,

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.