An insurance company needed to improve efficiency, traceability and security in the management of its documents, both physical and digital. The high volume of documents, the need for quick access to information, regulatory compliance and the growing demand for digitization made it essential to have a centralized and scalable management platform.
A document management platform based on IBM FileNet was implemented, designed to securely and efficiently manage all the insurer’s documents, from contracting to claims management, complying with industry regulations and allowing structured content management.
The solution includes:
- Significant reduction in the use of paper and increase of 100% digital processes.
- Document lifecycle management (creation, revision, archiving and disposal).
- Controlled and secure access to documentation, with permissions by role.
- Intelligent search and quick retrieval of key information.
- Facilitation of collaborative work between operational and business areas.
- Integration with business systems (ERP, CRM, core insurance, etc.).
We digitized and centralized the document management of an insurance company with IBM FileNet, improving efficiency, compliance and service quality.
- High scalability and performance for large document volumes.
- Regulatory compliance in data protection and archiving.
- Automation of key processes in the policy life cycle.
- Improved operational efficiency and cost reduction.
- Increased agility and quality of customer service.
