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Thank you for your interest in viewing the case studies and whitepapers. Please click a link below to download. Sun Life Financial Case Study July 2010 - In this recorded case study, Sun Life Financial provides a compelling example of the benefits obtained by utilizing IPD’s application, Ultera. Sun Life's Group Benefits department recognized the advantages that could be gained by implementing a robust case management and ECM environment that was tightly integrated with their existing line of business systems. Listen in to hear how, in one year, Sun Life improved their service standards, enhanced their decision-making abilities, and as a result, has seen approximately $2 million in savings. May 2008 - Insurance providers are struggling with the trade-off between the cost of doing business and the need for ever improving levels of customer service. With competition for coverage higher than ever, Insurance companies must find more efficient and reliable ways of expediting business critical transactions, while staying competitive and protecting their bottom line. Automating Insurance Business Processes: AAA Life Case Study June 2008 As the management of existing cases stretches across long durations and new cases are received daily, case managers find themselves spending more time attempting to manage the information in their case files, and less time making decisions and assisting customers. Over time, customer service levels, compliance with mandated regulations and day-to-day worker productivity can all be negatively impacted. In today’s increasingly competitive environment, insurers must streamline operations, cut costs, increase agility and enhance customer relationships. The key to achieving these objectives and paving the way for successful transformation is information management. Despite today’s challenges, many insurers are leveraging technology to help reduce costs and complexity and expedite business critical transactions. As a result, these companies are building momentum and outmaneuvering the competition. Insurers must improve the speed and quality of decision making by leveraging both technology and valuable human resources to establish optimal underwriting processes for policy issuance. Technology solutions allow underwriters to rapidly review the applications to minimize the negative effect of interruptions; this also enables field agents to see the status of applications via Web portal; reduces overall underwriters stress and increases job satisfaction. Implementing an ECM Application for Disability Claims Case Management IPD’s customer, Sun Life Financial, shares their successful story of deploying IPD’s workflow application in their disability claims operations in Canada and the United States. |
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