Healthcare And Insurance Solutions

Comprehensive Solutions For The Mass Production Of Professional, Personalized, And Regulatory Compliant Documents

Right Documents, Right Now

Document automation will help your organization greatly reduce risks by removing the human element from processes that are prone to mistakes, such as entering the correct contact information or selecting the correct version of documents that must be included and distributed appropriately. With the Ecrion platform, you can rest assured knowing that document automation and assembly processes are accurately and consistently followed, and that the right information is collected and validated. Unique to the Ecrion solution, a live preview makes it easy to see the final result in real time.

Compliance vs. Engagement

Given the highly regulated nature of the insurance industry, creating powerful customer facing documents can be challenging. Organizations face trying to make invoices, claims, contracts, and statements of benefits interactive and engaging, while remaining compliant. Efficient production of communications that will reach and resonate with customers is critical to maintaining positive client relations. Truly powerful insurance documents can not only relay pertinent information and allow for easier customer interaction and feedback, they can also deepen customer relationships, increase client satisfaction, and heighten transactional return on investment.

Two-Way Communications

Producing high-volume, complex documents that build customer loyalty and offer cross-sell and up-sell opportunities within compliance guidelines can be a challenge as organizations seek to remain resource efficient. Ecrion’s comprehensive customer communications management platform alleviates this challenge by providing features that productively generate engaging and compliant communications.

Key Benefits Of A Document Automation Solution

Increased Revenue

With document automation, your organization will see an increase in revenue since it takes less time and fewer people to create and send documents. In this case, less is definitely more.

Reduced Risk

Needing fewer people to create and send documents, document automation means the likelihood of “human errors” decreases. Also, with Ecrion’s platform, your organization has a Review & Approve feature, so you can rest a little easier.

Reduced Cost

As the saying goes, time is money. With document automation, less time equals more money. Spending less time having to input data, as well as creating and sending documents, means good news for your organization’s bottom line.

Speed to Market

The speed of document automation can put your organization ahead of its competitors. Since the documents are created automatically – following a set workflow – your organization can create and send millions of documents a day.

Sample Gallery

Purchase Order Letter

Here is an example of a purchase order letter that previews the live user input along with transactional data retrieved from back-end data systems.

Insurance Policy

Reduce the complexity of filing a digital insurance policy, and speed up the process with lookup fields and conditional content.

Portfolio Analysis

See how this interactive portfolio analysis report allows customers to drill-down, sort, and filter their data in real time. PDF can be generated at any time.

Smart Explanation of Benefits

This digital Explanation of Benefits, adapts to mobile, tablet, or PC devices. It empowers customers by providing self-services abilities and reduces call center workload.

Industry Solutions

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Deliver personal and relevant communications across print and digital media channels that are engaging and scalable. Leverage your existing infrastructure investment to deliver a consistent brand experience across the different touchpoints that can build trust and boost loyalty over the entire customer lifecycle.

One size does not fit all, which is why we've built multiple solutions that work together on-premise or in the cloud to cover everything from personalized document production to superb customer engagement. Learn how to select just what you want to get the precise fit you need.