Leading Life & Annuity Insurer Achieves Enterprise-Wide Success with ECM

Download the case study now and learn how a room full of paper turned into an electronic repository through OnBase enterprise content management (ECM).
VSR Financial Services
“OnBase gives us a lot of functionality that we can pick and choose from so it allows us to find the best way to solve a problem, not just one way.”
Senior IT Director,

Leading Life & Annuity Insurer

One of the largest Leading Life and Annuity Insurers in North America was handling milions of documents in nearly every area of its company. They needed to find a way for their technology to grow with their drastically expanding business.

How did they handle this dilemma? By leveraging their existing solution, OnBase, provided by DataBank, which they have been using for over ten years. The insurer selected the OnBase enterprise content management (ECM) solution to perform a simple backfile conversion that turned a file room full of paper into an electronic repository. All that paper is now easily accessible across the enterprise with the click of a mouse.

When you download the case study, you'll learn how the Leading Life & Annuity Insurer was able to:

  • 1

    Increase visibility through storing and routing appointment notifications via email and improve accuracy rates within one of the insurer’s departments from 80-90 percent to 99 percent

  • 2

    Enhance customer service by answering questions in seconds – not hours

  • 3

    Reduce risk due to system integration with audit trails and document history within OnBase

Simply fill out the form to get your copy of the case study: Leading Life & Annuity Insurer Achieves Enterprise-Wide Success with ECM.

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