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ECM Toolbox Workflow Success at Insurance Company

Roger Hurtado - Thursday, August 29, 2013

ECM Toolbox Workflow Insurance Example with Amtek Data CorpECM Toolbox Workflow has been successfully implemented at one of the oldest insurance companies in the United States. This insurance company has been an OpenText ApplicationXtender client for years and is supported by its VAR – Amtek Data Corp.

The Client needed a solution to automate its procedures in the Underwriting Department and the Client Service Department. In the past, incoming requests were received, processed and monitored by email and the server file share. Eventually the records were imported to OpenText ApplicationXtender.

ECM Toolbox provides the client cost savings, stronger customer service delivery and lowers the firm's risk. Some of the benefits derived from the system are noted below.

  1. Images are now immediately tracked and available for viewing and collaboration
  2. The processing of each task is fully auditable
  3. Transaction processing time has been reduced by the elimination of certain steps
  4. Management tracks production and identifies bottlenecks
  5. Transactions that are in process too long are easily identifiable and immediate action is taken file

The client is now sizing up how to implement ECM Toolbox at other departments.

Contact ECM Toolbox to learn more


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