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 services providers face the complex task of processing millions of documents securely, efficiently, and in compliance with the law. Traditional processes are often fragmented, manual, and channel-separated - leading to media disruptions, high costs, and a lack of transparency. Added to this is the increasing pressure to comply with regulatory requirements. At the same time, customers expect fast, personalized communication via their preferred channel, while regulatory requirements must be strictly adhered to. This combination of efficiency, security, and individualization makes the digital transformation in document management a key challenge for the industry.

Vision

The vision is an end-to-end, intelligent communication cycle in which output management is far more than just dispatch. It becomes the central building block of customer communication management (CCM) and links all channels into an orchestrated dialog. Incoming information flows automatically into downstream systems, while artificial intelligence recognizes situations and generates personalized documents in real time. The result is proactive communication that not only reacts, but also acts with foresight - securely, efficiently, and sustainably. Companies benefit from a solution that reduces media disruptions, speeds up processes and meets customer expectations - with a strong focus on compliance and data protection.

Solution

Modern output platforms bundle all communication channels in a scalable, cloud-enabled solution. They enable centralized omnichannel control of print, email, portals, apps, push notifications, chatbots, and social messaging. Automation and AI ensure rule-based document creation, dynamic content, and intelligent analytics. Seamless integration with core systems such as CRM, ERP, or DMS facilitates end-to-end processes, while a strong focus on compliance and security in line with standards such as GDPR, eIDAS, and ISO is maintained. Monitoring and reporting create transparency and enable efficient control—a media-break-free process 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.

Further Information on Output Management

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Efficient input management

Increase efficiency in the processing of inquiries. Our solutions for input management help you to reduce errors and increase customer satisfaction.

Your Contact for Output Management

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