EMC Documentum. Insurance. Solutions for. Solutions for Life, Property & Casualty, Health and Reinsurance

Transcription

1 Solutions for Solutions for Life, Property & Casualty, Health and

2 Solutions For Back Office Support Life, Property & Casualty, Health, Legal & Claims Marketing & New Product Creation Underwriting & Sales Key Benefits Service solutions are used by Life, Property & Casualty, Health, and Agent, Broker and Portals organizations to: Case Streamline business processes Claims Processing & Adjudication Reduce operating costs Contracts Support regulatory compliance Disclosure Automation Improve time to market Multi-Channel Client Communications Operational Risk & Corporate Governance Operational efficiency: Increase asset utilization while reducing costs through consolidation and business Case In Point process optimization. solutions for Health Life Annuities Disability Long Term Care Retirement & Investments Auto & Home Commercial Lines Specialty Lines Medical Dental Group Facultative Treaty Consulting Solution Implementation Training and Support Life, Property & Process automation: Reduce the number of exceptions while Casualty, Health, and providing a more efficient process to manage and resolve - provide the ability to meet all of Safeguard critical information. these conditions through automated business rules, the unique business requirements With EMC solutions, you can digitize workflows, templates, and queuing. for all solution areas. support: Reduce the operational risk involved in What Our s Are Saying gain a comprehensive view of your customer, while managing your records according to government Policy Submission & Issuance compliance requirements. Product Fact Sheet regulatory compliance through records management, Information Infrastructure Enterprise Content Complimentary Partner Technologies Documentum has given us greater control over our corporate We first deployed Documentum solutions in our enrollment content than ever before. With Documentum, we re able to and claims areas and realized the immediate benefits of offer a much higher degree of customer service by giving our faster document access and retrieval time. We plan to customers instant access to the targeted information they use Documentum as our enterprise document need to conduct business with online. management standard. Information Technology Director Senior Project Manager, Information System Documentum streamlined our Web publishing process and Documentum has streamlined our claims and underwriting put us back in control of our content. Now business processes substantially. Underwriters and claims adjusters units can publish product updates immediately, which have immediate access to the documents they need and makes our websites much more relevant to prospects workflows enforce business rules that ensure all work is and customers alike. done accurately. Director, Internet and Intranet Development Vice President, Underwriting Information Technology Support With Documentum, we cut the Department of (DOI) Documentum makes life much easier for our CSRs and claims submissions process substantially from the usual six months adjusters. Now they can use one system to quickly access to three. Our centralized content repository and workflow comprehensive information and promptly answer customer capabilities enable our agents to deliver the most up-to-date questions or process claims. A typical search takes less product information and superior customer service. than a second. Vice President of Information Technology Senior Manager of Information Technology Engineering encompass a full range of integrated EMC products and Cross-sell is the name of the game in insurance. The Global document access, powered by Documentum, has professional services, combined with EMC-certified partner overhead of a one product, one customer model is enormous. enabled our offices to work more efficiently. The time it takes technologies and professional services. The combined Documentum is helping us dramatically improve our to search for and retrieve documents has fallen dramatically. industry experience and process expertise of EMC and our cross-sell ratio. Head EDM-Workflow Office for Property & Casualty partners help you achieve maximum value in minimum time. Vice President, Information Technology Sales Enablement Business Group retention policies and external data validation. For the insurance industry, the sheer volume of Regulatory & Submissions information is staggering. At every point in the value chain from scanning claims to submitting rate Web Presentment & Statement Archiving changes to the department of insurance (DOI) information must be managed with maximum Enterprise Content Communication use of your institution s information assets. Property & Casualty claims processing, set up new accounts faster, and Policy Administration Business Process Security: Prevent unauthorized access to, tampering with, or Life Collaboration & Document Content Security Storage Structure Data Document Capture efficiency. Your company s survival depends on it. Records Report Forms To remain competitive, insurance providers need to quickly develop and market new products and Web Content XML Integration Search & Classification Content Storage Faster time to market: Improve the ability to introduce new products and services in a faster, more cost-effective manner. Increase share of wallet: Improve customer service by leveraging the information to personalize the customer experience, providing opportunities to cross sell and up sell. services to customers, agents, companies, and others across various communication channels. Tiered Storage A Complete Solution Shorten time to value. content-enabled solutions help organizations solve business problems specific to their function or industry. With a content-enabled Descriptions Of Solutions For Agent, Broker and Portals: Streamline the development, management, and compliance of your websites and portals all via one consolidated infrastructure. Case : Manage all related case information in virtual folders that can be automatically routed for review and approval in order to streamline processes, enable compliance and lower risk. Claims Processing & Adjudication: Scan and automatically route a virtual folder of related digitized claims information for rapid solution, organizations can streamline and automate review and approval; create a permanent record to comply with regulations. value communication with clients across Web, print and channels. Product Fact Sheets: Quickly create, approve and manage new product fact sheets. Contracts : Control and accelerate the full contract process, from contract authoring and approvals to execution. Operational Risk & Corporate Governance: Content repository for creation, distribution, records management of business controls, policies and procedures. Collaborative environment for work with internal, external council and auditors. Regulatory & Submissions: Create, approve, assemble, deliver, and archive content for submissions to regulatory agencies as well as disclosure to clients. Disclosure Automation: Ensure consistent use of up-to-date, properly approved disclosures for all types of customer documents. Multi-Channel Client Communications: Conduct consistent, seamless and high Policy Submissions & Issuance: Automate and accelerate the process of opening new policies from initial customer interaction, to data verification, review/approval and fulfillment. Web Presentment & Compliant Statement Archiving: Electronically archive e-statements and present via the Web, and apply retention policies to comply with regulations. processes, capture and integrate unstructured content into business processes, and properly retain and archive information. content-enabled solutions are designed to shorten deployment cycles as well. These solutions

3 Solutions For Back Office Support Life, Property & Casualty, Health, Legal & Claims Marketing & New Product Creation Underwriting & Sales Key Benefits Service solutions are used by Life, Property & Casualty, Health, and Agent, Broker and Portals organizations to: Case Streamline business processes Claims Processing & Adjudication Reduce operating costs Contracts Support regulatory compliance Disclosure Automation Improve time to market Multi-Channel Client Communications Operational Risk & Corporate Governance Operational efficiency: Increase asset utilization while reducing costs through consolidation and business Case In Point process optimization. solutions for Health Life Annuities Disability Long Term Care Retirement & Investments Auto & Home Commercial Lines Specialty Lines Medical Dental Group Facultative Treaty Consulting Solution Implementation Training and Support Life, Property & Process automation: Reduce the number of exceptions while Casualty, Health, and providing a more efficient process to manage and resolve - provide the ability to meet all of Safeguard critical information. these conditions through automated business rules, the unique business requirements With EMC solutions, you can digitize workflows, templates, and queuing. for all solution areas. support: Reduce the operational risk involved in What Our s Are Saying gain a comprehensive view of your customer, while managing your records according to government Policy Submission & Issuance compliance requirements. Product Fact Sheet regulatory compliance through records management, Information Infrastructure Enterprise Content Complimentary Partner Technologies Documentum has given us greater control over our corporate We first deployed Documentum solutions in our enrollment content than ever before. With Documentum, we re able to and claims areas and realized the immediate benefits of offer a much higher degree of customer service by giving our faster document access and retrieval time. We plan to customers instant access to the targeted information they use Documentum as our enterprise document need to conduct business with online. management standard. Information Technology Director Senior Project Manager, Information System Documentum streamlined our Web publishing process and Documentum has streamlined our claims and underwriting put us back in control of our content. Now business processes substantially. Underwriters and claims adjusters units can publish product updates immediately, which have immediate access to the documents they need and makes our websites much more relevant to prospects workflows enforce business rules that ensure all work is and customers alike. done accurately. Director, Internet and Intranet Development Vice President, Underwriting Information Technology Support With Documentum, we cut the Department of (DOI) Documentum makes life much easier for our CSRs and claims submissions process substantially from the usual six months adjusters. Now they can use one system to quickly access to three. Our centralized content repository and workflow comprehensive information and promptly answer customer capabilities enable our agents to deliver the most up-to-date questions or process claims. A typical search takes less product information and superior customer service. than a second. Vice President of Information Technology Senior Manager of Information Technology Engineering encompass a full range of integrated EMC products and Cross-sell is the name of the game in insurance. The Global document access, powered by Documentum, has professional services, combined with EMC-certified partner overhead of a one product, one customer model is enormous. enabled our offices to work more efficiently. The time it takes technologies and professional services. The combined Documentum is helping us dramatically improve our to search for and retrieve documents has fallen dramatically. industry experience and process expertise of EMC and our cross-sell ratio. Head EDM-Workflow Office for Property & Casualty partners help you achieve maximum value in minimum time. Vice President, Information Technology Sales Enablement Business Group retention policies and external data validation. For the insurance industry, the sheer volume of Regulatory & Submissions information is staggering. At every point in the value chain from scanning claims to submitting rate Web Presentment & Statement Archiving changes to the department of insurance (DOI) information must be managed with maximum Enterprise Content Communication use of your institution s information assets. Property & Casualty claims processing, set up new accounts faster, and Policy Administration Business Process Security: Prevent unauthorized access to, tampering with, or Life Collaboration & Document Content Security Storage Structure Data Document Capture efficiency. Your company s survival depends on it. Records Report Forms To remain competitive, insurance providers need to quickly develop and market new products and Web Content XML Integration Search & Classification Content Storage Faster time to market: Improve the ability to introduce new products and services in a faster, more cost-effective manner. Increase share of wallet: Improve customer service by leveraging the information to personalize the customer experience, providing opportunities to cross sell and up sell. services to customers, agents, companies, and others across various communication channels. Tiered Storage A Complete Solution Shorten time to value. content-enabled solutions help organizations solve business problems specific to their function or industry. With a content-enabled Descriptions Of Solutions For Agent, Broker and Portals: Streamline the development, management, and compliance of your websites and portals all via one consolidated infrastructure. Case : Manage all related case information in virtual folders that can be automatically routed for review and approval in order to streamline processes, enable compliance and lower risk. Claims Processing & Adjudication: Scan and automatically route a virtual folder of related digitized claims information for rapid solution, organizations can streamline and automate review and approval; create a permanent record to comply with regulations. value communication with clients across Web, print and channels. Product Fact Sheets: Quickly create, approve and manage new product fact sheets. Contracts : Control and accelerate the full contract process, from contract authoring and approvals to execution. Operational Risk & Corporate Governance: Content repository for creation, distribution, records management of business controls, policies and procedures. Collaborative environment for work with internal, external council and auditors. Regulatory & Submissions: Create, approve, assemble, deliver, and archive content for submissions to regulatory agencies as well as disclosure to clients. Disclosure Automation: Ensure consistent use of up-to-date, properly approved disclosures for all types of customer documents. Multi-Channel Client Communications: Conduct consistent, seamless and high Policy Submissions & Issuance: Automate and accelerate the process of opening new policies from initial customer interaction, to data verification, review/approval and fulfillment. Web Presentment & Compliant Statement Archiving: Electronically archive e-statements and present via the Web, and apply retention policies to comply with regulations. processes, capture and integrate unstructured content into business processes, and properly retain and archive information. content-enabled solutions are designed to shorten deployment cycles as well. These solutions

4 Solutions For Back Office Support Life, Property & Casualty, Health, Legal & Claims Marketing & New Product Creation Underwriting & Sales Key Benefits Service solutions are used by Life, Property & Casualty, Health, and Agent, Broker and Portals organizations to: Case Streamline business processes Claims Processing & Adjudication Reduce operating costs Contracts Support regulatory compliance Disclosure Automation Improve time to market Multi-Channel Client Communications Operational Risk & Corporate Governance Operational efficiency: Increase asset utilization while reducing costs through consolidation and business Case In Point process optimization. solutions for Health Life Annuities Disability Long Term Care Retirement & Investments Auto & Home Commercial Lines Specialty Lines Medical Dental Group Facultative Treaty Consulting Solution Implementation Training and Support Life, Property & Process automation: Reduce the number of exceptions while Casualty, Health, and providing a more efficient process to manage and resolve - provide the ability to meet all of Safeguard critical information. these conditions through automated business rules, the unique business requirements With EMC solutions, you can digitize workflows, templates, and queuing. for all solution areas. support: Reduce the operational risk involved in What Our s Are Saying gain a comprehensive view of your customer, while managing your records according to government Policy Submission & Issuance compliance requirements. Product Fact Sheet regulatory compliance through records management, Information Infrastructure Enterprise Content Complimentary Partner Technologies Documentum has given us greater control over our corporate We first deployed Documentum solutions in our enrollment content than ever before. With Documentum, we re able to and claims areas and realized the immediate benefits of offer a much higher degree of customer service by giving our faster document access and retrieval time. We plan to customers instant access to the targeted information they use Documentum as our enterprise document need to conduct business with online. management standard. Information Technology Director Senior Project Manager, Information System Documentum streamlined our Web publishing process and Documentum has streamlined our claims and underwriting put us back in control of our content. Now business processes substantially. Underwriters and claims adjusters units can publish product updates immediately, which have immediate access to the documents they need and makes our websites much more relevant to prospects workflows enforce business rules that ensure all work is and customers alike. done accurately. Director, Internet and Intranet Development Vice President, Underwriting Information Technology Support With Documentum, we cut the Department of (DOI) Documentum makes life much easier for our CSRs and claims submissions process substantially from the usual six months adjusters. Now they can use one system to quickly access to three. Our centralized content repository and workflow comprehensive information and promptly answer customer capabilities enable our agents to deliver the most up-to-date questions or process claims. A typical search takes less product information and superior customer service. than a second. Vice President of Information Technology Senior Manager of Information Technology Engineering encompass a full range of integrated EMC products and Cross-sell is the name of the game in insurance. The Global document access, powered by Documentum, has professional services, combined with EMC-certified partner overhead of a one product, one customer model is enormous. enabled our offices to work more efficiently. The time it takes technologies and professional services. The combined Documentum is helping us dramatically improve our to search for and retrieve documents has fallen dramatically. industry experience and process expertise of EMC and our cross-sell ratio. Head EDM-Workflow Office for Property & Casualty partners help you achieve maximum value in minimum time. Vice President, Information Technology Sales Enablement Business Group retention policies and external data validation. For the insurance industry, the sheer volume of Regulatory & Submissions information is staggering. At every point in the value chain from scanning claims to submitting rate Web Presentment & Statement Archiving changes to the department of insurance (DOI) information must be managed with maximum Enterprise Content Communication use of your institution s information assets. Property & Casualty claims processing, set up new accounts faster, and Policy Administration Business Process Security: Prevent unauthorized access to, tampering with, or Life Collaboration & Document Content Security Storage Structure Data Document Capture efficiency. Your company s survival depends on it. Records Report Forms To remain competitive, insurance providers need to quickly develop and market new products and Web Content XML Integration Search & Classification Content Storage Faster time to market: Improve the ability to introduce new products and services in a faster, more cost-effective manner. Increase share of wallet: Improve customer service by leveraging the information to personalize the customer experience, providing opportunities to cross sell and up sell. services to customers, agents, companies, and others across various communication channels. Tiered Storage A Complete Solution Shorten time to value. content-enabled solutions help organizations solve business problems specific to their function or industry. With a content-enabled Descriptions Of Solutions For Agent, Broker and Portals: Streamline the development, management, and compliance of your websites and portals all via one consolidated infrastructure. Case : Manage all related case information in virtual folders that can be automatically routed for review and approval in order to streamline processes, enable compliance and lower risk. Claims Processing & Adjudication: Scan and automatically route a virtual folder of related digitized claims information for rapid solution, organizations can streamline and automate review and approval; create a permanent record to comply with regulations. value communication with clients across Web, print and channels. Product Fact Sheets: Quickly create, approve and manage new product fact sheets. Contracts : Control and accelerate the full contract process, from contract authoring and approvals to execution. Operational Risk & Corporate Governance: Content repository for creation, distribution, records management of business controls, policies and procedures. Collaborative environment for work with internal, external council and auditors. Regulatory & Submissions: Create, approve, assemble, deliver, and archive content for submissions to regulatory agencies as well as disclosure to clients. Disclosure Automation: Ensure consistent use of up-to-date, properly approved disclosures for all types of customer documents. Multi-Channel Client Communications: Conduct consistent, seamless and high Policy Submissions & Issuance: Automate and accelerate the process of opening new policies from initial customer interaction, to data verification, review/approval and fulfillment. Web Presentment & Compliant Statement Archiving: Electronically archive e-statements and present via the Web, and apply retention policies to comply with regulations. processes, capture and integrate unstructured content into business processes, and properly retain and archive information. content-enabled solutions are designed to shorten deployment cycles as well. These solutions

5 Capabilities For The family of products helps insurance companies manage all types of content throughout their organization. A unified repository allows all business groups to easily share and reuse their information with other Professional areas that would benefit from access to this valuable information. Following To accelerate solution implementation, EMC provides extensive consulting services, guidance on industry best practices, and industry-specific project templates. EMC also provides leadership through its Global Industries Group, which consists of experts dedicated to the delivery of solutions. are capabilities from EMC that support insurance companies: Business Process (Including Workflow): Forms : User interfaces for workflow activities Leverage a unified, highly scalable platform to design, and task processing, as well as for data capture, validation execute, monitor, and optimize your business processes. and reuse as part of a business process through BusinessEdge Solutions, an EMC Consulting Practice for the Industry, combines EMC s technological expertise with the strategic vision of BusinessEdge s industry consulting. BusinessEdge provides full lifecycle capabilities from strategy to implementation to support the delivery of new products and services, and to increase efficiency and profitability in all segments of the insurance industry. electronic forms. Collaboration and Document : Manage Selected Technology Partners Selected System Integrator Partners documents in a single repository while using secure, Records : Mitigate risk and manage compliance solutions include partner applications EMC partners include many of the world s leading global web-based workspaces to execute dynamic projects and requirements by establishing and enforcing a uniform set of and technologies built on top of the and regional systems integration firms, with deep expertise processes across the extended enterprise. policies for the creation, retention, and disposition of platform. Partner offerings combine best-in-class in insurance, business processes, and Documentum electronic, physical, and records. technologies with industry and process expertise, enabling enterprise content management. And our systems you to solve your most demanding business challenges. integration partners offer a full array of services from Content Security: Control, secure, and track sensitive information wherever it resides inside or outside Report : Automate the capture, transformation, Our partners Designed for EMC offerings are certified on the firewall. indexing, storage, security, retention, and workflow the platform. These offerings ensure initiation of all system-generated documents. Content Storage : Implement policies to allocate, move, and archive content across tiered Search and Classification: Search internal and external storage infrastructures. sources from a single search interface. Automatically strategic consulting to customization and integration to deployment. faster deployment, enhanced compatibility and easier migration of solutions. classify, index, extract, and route content to support reuse Communication : Automate the and policy-based management. creation and delivery of well-designed, highly personalized communications, from contracts, policies and high-volume Structured Data : Move data from relationship statements, to customized marketing collaterals overburdened production databases into tiered storage and correspondence. environments while maintaining continuous, transparent access to the data to improve database performance, lower Document Capture: Transform content from paper, fax, and operational costs, and enhance compliance capabilities. electronic sources into business-ready content suitable for processing by business applications. Web Content : Gain a complete set of tools to manage the content, underlying structure, and publishing Archive and manage and process for websites and portals. instant messages for all major messaging environments, improve operational efficiency, and comply with regulatory XML Integrations: Improve performance and reduce costs and governance requirements. by leveraging a core set of XML services for managing XML documents in their native format. About EMC Your information is one of your most strategic assets. You can count on EMC to keep innovating ways to store, protect, optimize, and leverage information, all with the aim of contributing to your ongoing success. EMC Corporation I Hopkinton, MA I Solutions For Solutions for Life, Property & Casualty, Health and

6 Capabilities For The family of products helps insurance companies manage all types of content throughout their organization. A unified repository allows all business groups to easily share and reuse their information with other Professional areas that would benefit from access to this valuable information. Following To accelerate solution implementation, EMC provides extensive consulting services, guidance on industry best practices, and industry-specific project templates. EMC also provides leadership through its Global Industries Group, which consists of experts dedicated to the delivery of solutions. are capabilities from EMC that support insurance companies: Business Process (Including Workflow): Forms : User interfaces for workflow activities Leverage a unified, highly scalable platform to design, and task processing, as well as for data capture, validation execute, monitor, and optimize your business processes. and reuse as part of a business process through BusinessEdge Solutions, an EMC Consulting Practice for the Industry, combines EMC s technological expertise with the strategic vision of BusinessEdge s industry consulting. BusinessEdge provides full lifecycle capabilities from strategy to implementation to support the delivery of new products and services, and to increase efficiency and profitability in all segments of the insurance industry. electronic forms. Collaboration and Document : Manage Selected Technology Partners Selected System Integrator Partners documents in a single repository while using secure, Records : Mitigate risk and manage compliance solutions include partner applications EMC partners include many of the world s leading global web-based workspaces to execute dynamic projects and requirements by establishing and enforcing a uniform set of and technologies built on top of the and regional systems integration firms, with deep expertise processes across the extended enterprise. policies for the creation, retention, and disposition of platform. Partner offerings combine best-in-class in insurance, business processes, and Documentum electronic, physical, and records. technologies with industry and process expertise, enabling enterprise content management. And our systems you to solve your most demanding business challenges. integration partners offer a full array of services from Content Security: Control, secure, and track sensitive information wherever it resides inside or outside Report : Automate the capture, transformation, Our partners Designed for EMC offerings are certified on the firewall. indexing, storage, security, retention, and workflow the platform. These offerings ensure initiation of all system-generated documents. Content Storage : Implement policies to allocate, move, and archive content across tiered Search and Classification: Search internal and external storage infrastructures. sources from a single search interface. Automatically strategic consulting to customization and integration to deployment. faster deployment, enhanced compatibility and easier migration of solutions. classify, index, extract, and route content to support reuse Communication : Automate the and policy-based management. creation and delivery of well-designed, highly personalized communications, from contracts, policies and high-volume Structured Data : Move data from relationship statements, to customized marketing collaterals overburdened production databases into tiered storage and correspondence. environments while maintaining continuous, transparent access to the data to improve database performance, lower Document Capture: Transform content from paper, fax, and operational costs, and enhance compliance capabilities. electronic sources into business-ready content suitable for processing by business applications. Web Content : Gain a complete set of tools to manage the content, underlying structure, and publishing Archive and manage and process for websites and portals. instant messages for all major messaging environments, improve operational efficiency, and comply with regulatory XML Integrations: Improve performance and reduce costs and governance requirements. by leveraging a core set of XML services for managing XML documents in their native format. About EMC Your information is one of your most strategic assets. You can count on EMC to keep innovating ways to store, protect, optimize, and leverage information, all with the aim of contributing to your ongoing success. EMC Corporation I Hopkinton, MA I Solutions For Solutions for Life, Property & Casualty, Health and