Case Study: Insurance

Case Study: myDocument

Save time through the automation and standardization of content production and fulfillment.

The Challenge

A global provider of extended service plans for autos, homes, consumer electronics and appliances, with operations in 33 countries encountered difficulties with:

  • How to manage, produce, and deliver over 500 unique and client specific service plan manuals on demand.
  • How to fulfill and ship to more than 19,000 client addresses while maintaining and managing unique serial numbers of each product.
  • How to integrate and manage the production and delivery of their annual warranty ID cards into a web-based environment.
  • How to transition a fragmented and manually processed program to a strategic partner that can not only automate the program, but ensure regulatory compliance, timely delivery, and provide concise reporting.

Our Solution - myDocument

We answered their challenge with myDocument. By mapping out an automated workflow, applying client specific business rules, while maintaining regulatory compliance, BFC was able to:

  • Develop a fully integrated online data management system that made possible the on demand ordering and fulfillment of over 1,200 items.
  • Implement client-based controls managing a users system access based on defined user permission levels.
  • Create a simple and centralized web interface that reduce ordering times and improves follow-ups as a result of process optimization.

A Better Client Outcome

As a result of a tailored solution, BFC has been able to integrate multiple facets of their supply chain and fulfillment processes, into a single, streamlined and efficient program. All orders received by 1 p.m. are shipped same day, call volumes for replacement ID cards has decreased significantly, and accuracy levels are at all time highs.

40%

40%

Reduction in print costs and mail delivery time by eliminating errors associated with the use of multiple vendors.

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