OpenText brings decades of expertise to help you unlock data, connect people and processes, and fuel AI with trust
Unify data seamlessly across your enterprise to eliminate silos, improve collaboration, and reduce risks
Get AI-ready and transform your data into structured, accessible, optimized information
Meet regulatory and compliance requirements and protect your information throughout its lifecycle
OpenText helps people manage content, automate work, use AI, and collaborate to boost productivity
See how thousands of companies around the world are succeeding with innovative solutions from OpenText™
Our people are our greatest asset; they are the life of the OpenText brand and values
Learn how we aspire to advance societal goals and accelerate positive change
Find a highly skilled OpenText partner with the right solution to enable digital transformation
Explore scalable and flexible deployment options for global organizations of any size
Local control. Global scale. Trusted AI
Your cloud, your control
Free up resources, optimize performance and rapidly address issues
Run anywhere and scale globally in the public cloud of your choice
See information in new ways
AI that understands your business, your data, and your goals
Say hello to faster decisions. Your secure personal AI assistant is ready to get to work
Gain better insights with generative AI for supply chains
Power work with AI content management and an intelligent AI content assistant
Improve your security posture with AI cybersecurity and agile threat detection
Enable faster app delivery, development, and automated software testing
Elevate customer communications and experiences for customer success
Empower users, service agents, and IT staff to find the answers they need
See information in new ways
AI that understands your business, your data, and your goals
Say hello to faster decisions. Your secure personal AI assistant is ready to get to work
Gain better insights with generative AI for supply chains
Power work with AI content management and an intelligent AI content assistant
Improve your security posture with AI cybersecurity and agile threat detection
Enable faster app delivery, development, and automated software testing
Elevate customer communications and experiences for customer success
Empower users, service agents, and IT staff to find the answers they need
Predict, act, and win with real-time analytics on a smarter data platform
Give users access to the answers they need, faster and easier, with multi-repository AI-based search that lets you contextualize everything from clicks to conversations
Connect once, reach anything with a secure B2B integration platform
Reimagine knowledge with AI-ready content management solutions
Supercharge intelligent workspaces with AI to modernize work
Integrated cybersecurity solutions for enterprise protection
Purpose built data protection and security solutions
Reinvent threat hunting to improve security posture with the power of agile AI
Ship better software—faster—with AI-driven DevOps automation, testing, and quality
Reimagine conversations with unforgettable customer experiences
Get the clarity needed to cut the cost and complexity of IT operations
Redefine Tier 1 business support functions with self-service capabilities from private generative AI
Build custom applications using proven OpenText Information Management technology
Build it your way with OpenText Cloud APIs that create the real-time information flows that enable custom applications and workflows
Protect what matters, recover when it counts
Get greater visibility and sharper insights from AI-driven information management. Ready to see how?
Break free from silos, streamline processes, and improve customer experiences with secure information management for AI
Improve efficiency, security, and customer satisfaction with OpenText
Run processes faster and with less risk
Achieve digital transformation with guidance from certified experts
Modernize your information management with certified experts
Unlock the full potential of your information management solution
Turn support into your strategic advantage
Extend IT teams with certified OpenText application experts
Discover training options to help users of all skill levels effectively adopt and use OpenText products
Modernize your information management with certified experts
Unlock the full potential of your information management solution
Turn support into your strategic advantage
Extend IT teams with certified OpenText application experts
Discover training options to help users of all skill levels effectively adopt and use OpenText products
Information is the heartbeat of every organization. We build information management software so you can build the future
OpenText partners with leading cloud infrastructure providers to offer the flexibility to run OpenText solutions anywhere
OpenText partners with top enterprise app providers to unlock unstructured content for better business insights
Discover flexible and innovative offerings designed to add value to OpenText solutions
Discover the resources available to support and grow Partner capabilities
Get expert product and service support to accelerate issue resolution and keep business flows running efficiently
Explore detailed services and consulting presentations, briefs, documentation and other resources
Drives efficiency and savings with Content Manager
NAMICO wanted to drive document-based workflow efficiency and improve customer satisfaction while maintaining strict security and compliance standards.
Documents are a fundamental component of all of NAMICO’s business-critical processes, from writing quotes, to issuing policies, to adjudicating claims. It must therefore manage its document processes effectively in order to maximize operational efficiency, maintain regulatory compliance, and satisfy its clients’ needs.
Many of NAMICO’s documents must be handled in tightly prescribed ways. For example, at the completion of steps such as invoice approvals, documents need to be stamped. Often the stamps must meet precise specifications for placement, height and font.
NAMICO’s organizational structure presents additional document management challenges. NAMICO manages the IT infrastructure on behalf of another NAMIC subsidiary, NAMIC Insurance Agency (NIA). NIA serves as an agent for NAMICO policies, but it also sells insurance products underwritten by other providers. Therefore, NAMICO must be scrupulous about separating its own internal workflows from NIAs.
When NAMICO decided to implement electronic records management, it needed a solution that would allow it to establish secure walls between certain documents and workflows. “We looked at a number of options,” explains Brian Stanek, VP Information Technology, NAMICO. “Content Manager met our needs from a document management perspective. It was also the only available solution that met our security requirements, because it allows us to completely isolate our two companies’ documents.”
After NAMICO purchased its Content Manager license, it turned to Tagence, Inc. (formerly UrsaNav Information Solutions) to implement the solution and train the company’s IT team.
Tagence’s deep expertise with information governance solutions, coupled with its strong engineering and IT foundation, ensured a smooth deployment and effective user adoption. “The Tagence consultants helped us come up to speed on the technology, and we continue to rely on Tagence for front-line support,” says Stanek.
Tagence consultants also worked with NAMICO to ensure that only authorized users would have access to particular documents. This framework enabled NAMICO to offer its fellow subsidiary, NIA, electronic records management services, while maintaining the integrity of each company’s respective workflows.
With Content Manager, we didn’t have to change the way we run our business. It’s flexible. It adapted to us.
NAMICO, like many insurance agencies, uses a diary-based workflow tool to drive its critical business processes. Significant events, such as the expiration of a policy, trigger alerts and when NAMICO employees or systems execute tasks such as issuing renewal notices, the tool logs those events as well.
Content Manager serves as a parallel technology, enabling employees to manage the documents that are created or updated during these workflows. The OpenText (formerly Micro Focus) software is integrated with NAMICO’s Microsoft Office applications to automate hand offs between the two environments. (In the future, NAMICO will also integrate its custom-built workflow tool with Content Manager as well).
Content Manager allowed NAMICO to create an electronic filing system that reproduced the physical filing system it replaced. This made it easier for users to adopt the technology. Records are tracked using a ‘smart number’ coding system so that users can tell, by simply looking at the record number, what the document is.
In addition, Content Manager allows users to perform text searches on documents. This makes it easier for users to do things like cross-reference claims against policy records. “We’re using technology to hunt for and compile documents, instead of having to physically look for files, print them out, and assemble them,” notes Stanek.
Content Manager met our needs from a document management perspective. It was also the only available solution that met our security requirements, because it allows us to completely isolate our two companies’ documents.
NAMIC Insurance Company (NAMICO) is unique in the insurance industry; it was formed by a trade association, the National Association of Mutual Insurance Companies (NAMIC), to provide professional liability insurance to association members.
NAMICO, in other words, insures the insurers. The company is the largest insurer of mutual property and casualty companies in the United States, and its surplus has grown from $3.7 million in 1987 to over $26 million today. NAMICO also plays an important role within the insurance industry; its specialized underwriting and risk selection practices provide a sound foundation for market stability and affordability.