Customer Communications Assembled with Care
Automated Assembly of Complex Document Kits
Banks assemble welcome kits on demand for new customers containing account information, starter checks and customized promotional materials. Insurance providers automatically generate policy renewal packets in batch containing policy declarations, insurance cards and regulatory information. Mortgage lenders worldwide assemble complex packages of regulated forms, legal documents and property descriptions. Leaders in these and many other industries face the challenge of automation, including the often-overlooked process of assembly.
How Does Ecrion’s Document Assembly Software Work?
Document assembly is one of several critical components of enterprise document automation software. Ecrion’s solution includes template design, data integration, document generation, assembly and final distribution to print and/or electronic channels. Whether intended for print, email, interactive on-line, PDF or SMS delivery (or all of the above), individual components of document packages must be quickly and reliably assembled into a cohesive customer communication.
Ecrion’s comprehensive solution includes user friendly template design tools, standard API’s for data integration, the industry-leading high-volume document factory 1, a unique document assembly software module, and multi-channel distribution capabilities. Visit Ecrion’s solutions pages for further information on the industry’s most comprehensive document platform.
What Are the Main Features of Document Assembly?
Document assembly software leverages a set of key features that seamlessly aggregate multiple documents into a single package. With a simple drag-and-drop interface, business users build complex assemblies that are in line with industry, regulatory and client-specific requirements.
Automated Document Assembly
Render documents based on data gathered from a single or variety of sources and use assembly to combine them with other documents and assets to generate complete packages. Sample use cases include contracts, policies, new account packets, and welcome packages. Finalize the assembly of those sets and distribute them to print, PDF files, email and more.
Controlled Compliance
Establish review and approve workflows for automation and assembly output, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approval paths based on user-defined criteria to achieve branding and regulatory compliance at a document-by-document level. Collaborate with internal and external partners as the document lifecycle dictates.
Delivered When, Where and How Required
Generate, assemble and deliver customer communications according to individual preferences. Whether on-demand or in batch, efficiently produce required document packages upon request. Distribute final document assemblies to managed print queues, online html presentation layers, and PDF for storage or email distribution. Create personalized document kits in the language, tone and medium chosen by each customer.
Scalable for Changing Demands
Leverage the document production industry’s most scalable solution, built to render and assemble complex document packages while also supporting extremely high-volume generation requirements. Join the leaders in dozens of demanding industries, some of whom produce billions of communications each year. Design and automate documents that contain a single line of text, or one thousand pages or more.
Complex Workflows Simplified
Automate complex communication processes from initial design to generation, assembly and distribution. Define participants, their roles and the workflow associated with customer communication management processes. Bring internal and external stakeholders together to efficiently design communications. Fully automate and orchestrate data collection and aggregation, redlining, review and approval processes, final assembly, distribution and post-delivery activities.
What Are the Benefits of Using Document Assembly Software?
Assembling high-volume document packages automatically is an important advancement for your company, and using this feature brings some important benefits. Here are just a few:
Set up Document Packages for Different Business Profiles
Each industry has its own document regulations. Aside from that, clients have specific preferences and requirements that must be considered when developing the assembly of. A document assembly software solution enables your company to meet all of these various requirements, and to develop different document kits for different business profiles.
Eliminates Human Error
Assembling document packages manually is a very demanding process for employees. By automating this process, documents are gathered and collated in a predefined workflow, which eliminates human error. This helps companies avoid negative customer experiences, as well as business setbacks caused by delivering incomplete documents.
Reduced Costs
Eliminating manual document processes improves employee efficiency, allowing them to spend performing other higher-value tasks. Automated assembly significantly reduces development time for high-volume document packages and provides a traceable and customizable development path. This solution optimizes business processes and reduces costs.
Save Time with Centralized Assembly
Most organization’s operations require processing multiple documents and assembling them into complex packages. Doing this manually takes up a lot of employees’ time; but automation accomplishes this goal in a few painless steps. Ecrion’s document assembly platform is scalable to the growth of your company.
Ecrion Enables Stronger Customer Connections
Organizations worldwide leverage document assembly software by Ecrion to enhance their customer experience, reduce operating costs, and control the inherent risks associated with high volume document production. Thousands of companies across a broad range of industries ensure compliance with corporate branding and legal standards while establishing genuine connections with their customers—one at a time.
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