Perfecting the balance between business success and regulatory compliance
Given the highly regulated nature of the insurance industry, effective data and document management operations are imperative to maintaining organization and delivering appropriate communications. With stringent guidelines regarding sensitive client information as well as standardized forms, simplifying data integration and document generation processes can help tremendously to cut down on the already complex operating environment. Ecrion solutions are designed to handle these intricate situations, and can be implemented to help streamline processes and increase productivity – all while still providing the dynamically populated, content-rich, and visually stimulating documents that drive the insurance industry:
- Applications, Quotes, Illustrations
- Monthly Statements, Invoices, and Payment Receipts
- Regulatory Filings, Policy Documentation, and Disclosures
- Statement of Benefits
- Sales and Marketing Collateral
- Transpromotional Opportunities
Beyond providing useful information to clients, these documents are most effective when they are leveraged to create value, both internally and externally. Ecrion products increase organizational efficiency by simplifying the design and population of these static and dynamic documents, while also allowing for the creation of brand consistency and additional revenue streams.
Ecrion’s advanced suite of applications offers the capability to automate document production and distribution, reuse repeating content, and integrate conditional logic, all to help reduce human and hardware capital requirements. Headers and footers can be consistently applied to provide uniform branding and consistency. And, with features such as Transpromo, the documents you create can be automatically populated with highly-targeted marketing messages so you can turn a transactional document into a sales opportunity.