Among the most closely viewed transactional documents in the insurance industry, these are greatly enhanced by such services as omni-channel production and delivery, content management, and video communication.
Along with policy documents, invoices and statements are critical transactional documents in the insurance industry. Because they often request payment, the common practice is to couple a paper version with an e-pay option.
The letter remains a ubiquitous and critical communication vehicle within insurance customer communication. The personal letter can be used for a wide range of uses, such as welcoming a new customer, giving notice of a change in service, confirming payment, or explaining a claims processing decision.
Many insurance lines continue to use paper checks, sometimes mailed with personalized documents such as a letter or statement. Health insurance in particular has its prominent tax form 1095. These documents require specialized production that complies with checking processing and IRS reporting requirements.
The staying power of the paper document for insurance policies, renewals, and claims processing has remained essential to the insurance industry. Documents in a digital format have become a necessary part of business communication even when a paper version is sent.
With ever increasing mailing costs, many companies have started incorporating some marketing material into their insurance documents when appropriate, sometimes as an accompanying document or variable targeted messaging on the document itself.
Pre-Production
Processing
Pre-production is comprised of input data processing, page composition, and output file generation for all delivery channels. As turn times required by statement production can be as quick as 24 hours, the steps must be fully integrated and automated.
Omni-Channel
Deployment
Driven by customer preference and government mandates, insurance invoice delivery, whether through print & mail, email, mobile, and online, is often paired with an e-pay option. The documents must be composed and delivered in full alignment across the channels.
Change
Management
Changes to insurance document content, design, and variable data fields are constant. These changes can come from ever-changing regulatory policies and internal communication strategy, and must be quickly implemented, tested, and tracked for future reference.
Content
Management
The purpose of insurance transactional documents is to deliver communications that the policyholder can easily read and engage with. They need communications that are comprehensive, relatable, and accommodating, so businesses must have systems in place to ensure their clarity.
Our solutions for the insurance industry are leading the cutting edge within the CCM industry. We continually invest in our technology, people, and solutions to create excellence for the next generation, particularly their digital components.
