Reliable information management for Insurance

Is your customer data accurate and are you legally compliant?

Information is the lifeblood of an insurance organisation. In the face of challenges such as declining incomes, rising claims and fraud risk, insurance companies can only compete and thrive if they have the most accurate and up to date information on customers, policies and claims and ensure all their processes are legally compliant in all of their chosen markets.

Automatically capture, process and archive high volumes of policies and all related documents from your customers in an efficient, integrated and compliant manner, To ensure you’re fully compliant with GDPR (read our blog about GDPR here), you’ll need to know exactly which records you have, and why. Speak to our consultants to go through your requirements and prevent unnecessary fines.

Twofold can provide insurance companies and their extended networks with a robust, flexible and scalable enterprise content platform to meet the full range of document content and management demands. It enables e-entry of new documents as well as back-file conversion of high volumes of documents in any format, and it seamlessly integrates with enterprise content management systems and relevant business processes. Along with OnBase ECM, we also supply and support Kofax software to anable you to communicate effectively with your customers.

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Digital Mailroom for Insurance

Along with your document management system, take full control of your incoming and outgoing communications with a digital mailroom process. If you’re struggling with time-consuming and error-prone manual processes, with customer communications being handled from a range of devices and media, then it’s time to look at the digital mailroom to help identify, classify, route, store, and share your documents efficiently.


Typical uses of a digital mailroom in insurance:

• Healthcare claims documents processing

• Property and casualty first notice of loss

• New customer onboarding

Call us on 0118 951 9800

Case Study Boost Customer Communications

customer communications wth Kofax software

The Challenge

One of the largest insurers in its market, this company continues to grow at a ferocious pace. However, expansion was putting a strain on the insurance provider’s paper-based customer communications processes.


The company’s Head of IT explained, “Business has grown by 10 percent in the last year alone – and we’re not about to rest on our laurels. Our goal is to keep expanding our product portfolio and customer base at a similar annual rate until 2020, significantly increasing our market share. However, this level of growth also brings challenges. In particular, we found that sending important documents out to customers was far too labor-intensive and took far too long.”

In the past, the insurer would prepare all customer communications, such as policy cancellation letters, manually – a tedious and time-consuming process. In the motor insurance department, for instance, administrative staff had to gather customer data from several back-office systems and then edit a standard Word template to fit the requirements.

“We send out more than 2,000 motor insurance policy cancellation letters a month,” said the Head of IT. “Because the existing process required so much manual work, it took 50 minutes to prepare just one document. Our motor insurance business grew by 20 percent last year, and we were definitely feeling the strain of such slow processes, particularly during busy periods.

“In our market, motorists have the right to cancel their vehicle insurance every year, so we always experience a sudden spike in both cancellations and new policies being taken out during November and December. Due to strong growth, this rush was becoming harder and harder to deal with. We often had to hire temporary staff and ask employees to work overtime just to keep up with customer communications. Something had to give.”


To absorb the impact of business growth without affecting customer services, the insurance provider wanted to increase the efficiency of customer communications administration.



The Solution

Keen to digitise and automate its manual customer communications processes, the insurer decided to implement Kofax® Customer Communications Manager™.

The insurer created over 80 standardized letter templates in the Kofax solution. Next, the insurer integrated Kofax Customer Communications Manager with its core back-office systems to automate letter population.

The Head of IT explained, “Using the insurance policy number, the Kofax solution gathers data from all the relevant sources and automatically formats the information into the template. Staff can then choose to send the completed document out to customers via email, mail or fax. It’s as simple as that! Users no longer have to spend time manually gathering data and filling out templates.

“What’s more, staff no longer have to print a paper version of the document, put it in an envelope and mail it, as we work with a postal company who manages all of this for us. It’s a completely touchless process, which has dramatically improved the efficiency of customer communications.”


The Results

With Kofax Customer Communications Manager, the insurance provider has transformed customer communications processes, giving business a real boost.

“We’re delighted with how easy to use and flexible Kofax Customer Communications Manager is,” remarked the Head of IT. “Users simply select the right template and the system automatically does the rest. By releasing staff from laborious manual data gathering and entry processes, the Kofax solution has made their life much easier and freed up a significant amount of time that can now be spent on more value-added tasks, such as handling customer issues.”

The efficiency gains have enabled the insurer to seamlessly absorb growing business volumes while keeping costs and staff levels steady.

The Head of IT noted, “We no longer have to take on temporary staff or increase overtime to cope with the sharp increase in motor insurance policy cancellations and new applications during our busiest period at the end of the year. Since introducing Kofax Customer Communications Manager, motor insurance policy volumes have grown nearly 20 percent and we have been able to absorb the increase while keeping staff levels completely flat. As an added bonus, digitising the entire customer communications process has dramatically reduced paper costs.”

Today, the insurance provider can deliver customer communications more efficiently than ever before, boosting customer satisfaction.

“We have won a prestigious national award recognising customer service excellence for the last two years in a row. We couldn’t have achieved this without Kofax Customer Communications Manager,” the Head of IT concluded. “The Kofax solution enables us to deliver impeccable customer communications very efficiently, which form the foundation for our customer support and claims handling services.

Some of our Insurance industry customers

How we help

The key is finding the right balance for your organisation. By understanding the most effective process for paper and data, we can offer our clients innovative and tailor made solutions, resulting in an efficient and seamless customer experience.

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