Output management for insurance companies and financial service providers

Optimize Your Output Management for a Personalized Customer Journey

Intelligent automation for efficient processing of customer inquiries

Use Case
Advantages
Our services

Efficient Output Management for Insurance Companies and Financial Service Providers - Modern, Integrated, Automated

Contemporary output management is much more than just sending letters or emails. It is a central component of customer communication management (CCM), ensuring that insurance companies and financial service providers communicate with their customers in a consistent, personalized, and legally compliant manner. Modern solutions process millions of documents per month, orchestrate all communication channels, and integrate seamlessly into your core systems—for maximum efficiency, compliance, and an optimal customer experience.

Use Case

Initial situation

Insurance companies and financial service providers face the challenge of processing millions of documents securely, efficiently, and in compliance with the law. Traditional processes are often fragmented, manual, and channel-separated, which leads to media disruptions, high costs, and a lack of transparency. At the same time, customers expect fast, personalized communication via their preferred channel, while regulatory requirements must be strictly adhered to.

Vision

An end-to-end, intelligent communication cycle in which output management is more than just dispatch: it becomes the central building block of customer communication management (CCM). Incoming information flows automatically into downstream systems, and artificial intelligence recognizes situations, generating personalized documents in real-time. Instead of reactive communication, the result is a proactive, orchestrated dialog across all channels - secure, efficient, and future-proof.

Solution

Modern output platforms bundle all communication channels in a scalable, cloud-capable solution:

  • Omnichannel control: Print, email, portal, app, push, chatbots, and social messaging from one system.
  • Automation & AI: Rule-based document creation, dynamic content, predictive analytics, and NLG for contextual communication.
  • Seamless integration: Connection to core systems such as CRM, ERP, DMS, and BPM for end-to-end processes.
  • Compliance & security: GDPR-, eIDAS- and ISO-compliant, audit-proof and auditable.
  • Monitoring & Reporting: Transparent control with live dashboards and analysis functions.

The result: an end-to-end process without media discontinuity that increases efficiency, reduces costs, and offers both insurers and end customers an optimal experience.

Advantages for you as an insurance company

Cost efficiency

Automated processes and digital channels reduce manual effort and significantly lower postage costs.

Scalability

Modern platforms process millions of documents per month and grow flexibly with your needs.

Compliance & Security

Designing secure communication within the framework of regulatory master plans.

Seamless process integration

Seamless integration with core systems is an essential component, particularly in the context of end-to-end communication.

Accelerated processes

Rule-based, AI-supported document creation enables fast responses and status reports.

Personalized communication

Rule-based and AI-supported document creation enables a target group-specific, personalized approach.

Our services for your success

  • We analyze your existing communication processes, identify potential for optimization and develop a future-proof target architecture for your output management.

  • Implementation of modern output platforms and seamless connection to core systems such as CRM, ERP, DMS and BPM - for an end-to-end process without media discontinuity.

  • Rule-based document creation, dynamic content and AI-supported functions for personalized communication.

  • Flexible cloud and hybrid architectures, monitoring and reporting with live dashboards and continuous optimization for maximum performance and transparency.

Your Contact for Output Management

Michael Neukirch Ansprechpartner für Robotic Process Automation
Michael Neukirch
Expert for inbound and outbound management