Base Documents and Forms
Provide industry-standard documents and forms* out-of-the box, including prompts to easily tailor documents and forms dynamically.
*ACORD, AAIS, ISO, or NCCI forms subscription required
Ease of Use
User-friendly document and form creation interface allows for easy and quick creation of documents and forms using “drag-and-drop” functionality. Data is presented in a tree format making it easier for a business user to understand.
Increase compliance through a central repository containing templates with pre-approved content components, data-driven logic and the ability for the user to easily guide the assembly and generation of communications while interacting with customers in real-time.
Customize communications with real-time, data-driven logic and content to promote up-selling and cross-selling.
Increase quality, speed, and personalization while achieving near zero defects through rich, automated data acquisition, version control, and reusable content components.
Productivity / Efficiency
Cut production times and costs by up to 80% by minimizing manual processing steps through automated data integration and data-driven logic that ensures relevant, timely, and accurate content in communications.
Stability / Security
Implement a single, comprehensive solution that scales from individual, interactive correspondence to fully composed, high-volume batch generation through adherence to standards, modular architecture, SOA, and a “compiled-XML” core.
Minimum setup is required resulting in less burden on in-house technical resources.
Broader Level of Control
Leverage existing triggers and distribution rules to package documents and forms regardless of their source.