Automate your forms assembly process with PlanetPress Suite. Go Beyond Printing :::

Transcription

1 Transactional and variable content document printing, output management and automated delivery. FOR INSURANCE Automate your forms assembly process with Suite Decrease your operational costs Increase your bottom line revenues By printing your forms on-demand based on a customer s profile, you can eliminate manual handling delays and errors and generate the appropriate documentation every time, reducing problems and ensuring customer satisfaction. Go Beyond Printing :::

2 FOR INSURANCE From expensive pre-printed documents assembly to personalized output and automated real-time distribution. If you are still assembling insurance forms and policies using traditional manual methods, Suite can help you leverage your current print infrastructure for more efficient production and reduced costs. Imagine quickly and easily eliminating all manual intervention required to assemble and distribute your documents and forms without making any changes to your legacy applications. With Suite, you can avoid many of the problems associated with the production and distribution management of high volume documents by migrating expensive pre-printed forms to lower cost laser printers. Suite helps you easily create, design, distribute, archive and retrieve all your communications, including; Corporate and personal policies Renewals Statements Quotes Claim reports Benefits booklets Those documents can be modified as desired to accommodate your business needs, your customers or regulatory state changes. You may also archive documents produced with Suite to third party CRM or ERP applications for a complete integrated workflow. Before using Suite Using Benefits: Eliminate manual forms handling Reduce errors due to human intervention Increase customer satisfaction Create individualized statements or policies on the fly with personalized graphs and messages Increase workflow efficiency Eliminate expensive pre-printed forms Improve output quality and corporate image Print complex documents at high speed Easily manage distributed printing of transactional documents Control printer paper handling and finishing and execute sophisticated conditional printing Implement a fully automated document distribution workflow Free up floor space from file cabinets for better business use Increased efficiency and cost reduction When you create your business forms using the Suite of products, you also benefit from complete management of your distribution process. By being able to quickly produce, distribute and search policies or other business documents, you can greatly reduce your operational costs and response time. What usually takes five business days to produce can be shortened to just one. 1

3 - Printer prints faster - Less data is sent, so almost no network congestion* - Possibility to have variable images, like signatures, pictures etc. - Pieces of text can be made variable - The actual merging is much easier, drag and drop of variable fields on the document - Based on the database information you can print or skip certain pages - Ability to print multiple paper sizes when printing a document - Paper tray selection possible for the different pages - Database cleaning tool - Advanced graphic options (Crop Marks/Folding Lines/Bleed Margins) - Document checking options before printing - Barcode (KIX, EAN, - Printer prints faster - Less data is sent, so almost no network congestion* - Possibility to have variable images, like signatures, - The actual merging is much easier, drag and drop of variable fields on the document - Based on the database information you can print or skip certain pages - Ability to print multiple paper sizes when printing a document - Paper tray selection possible for the different pages - Database cleaning tool - Advanced ITEM 1 ITEM 3 ITEM 4 ITEM 5 FOR INSURANCE Efficient customer communications with targeted information Why send generic information to all customers when you can target messages to their needs and habits? Insurance firms can and should use their data to more effectively communicate with their customers, and makes it simple and automatic. The result will be stronger customer loyalty that translates into a more secure future. Empower your customers Today's savvy customers expect information on-demand. Suite can enable you fulfill their requests more responsively via completely automated processes. Create a page on your web site to let customers select what they need, such as price quotes or policy information, Suite uses a trigger to automatically send the appropriate information via all without any human intervention. Furthermore, by giving customers access to their policies, corporate booklets or renewal information via a secure web interface, you benefit from significant costs savings. Customers can instantly reprint lost copies of policies, make change, request additional information, and easily manage their account. Cost and labor burdens are removed from the insurer, while customers get fast, complete response to their needs. Create your documents and forms such as corporate and individual policies including benefits booklets, renewals, invoices and claim reports with just one design tool. Benefits Booklet How it works Web Application Data Booklet Web Application a and many pictures etc. - morapa Word Template PDF Document Watch Many original policy riders and forms are created in MS Word, and you can easily convert these documents to PDF format and import them into. When the original pick ticket information is sent to a laser printer, the document takes that data and, based on conditional printing logic built into the policy form, the printer selects the appropriate riders or document pages to print for a specific customer. In addition, letters or other forms can be dynamically created based on the pick ticket data. Personalized information such as notes for a specific type of insured can also be quickly added to the form. Fax PDF Add variable data such as text, conditional clauses, graphics and high-resolution images like corporate logos to enhance and personalize your communications. Want to change a logo, correct a phone number, or add new branch office contact information on a booklet? It's never been easier. Simply open the appropriate form in, modify and save your changes. No need to order, manage and store expensive pre-printed forms. 2

4 FOR INSURANCE Before & after Improve output quality and corporate image by designing personalized documents including graphics, images colors and variable data with. After using By printing your forms on-demand and based on your customers profile, you will be able to eliminate the manual handling process and generate the appropriate documentation every time, reducing errors and maintaining customer satisfaction. OBJLife Suite softwares Enable design and printing of transactional and variable content documents. Automated workflow tool to capture and route documents to their destination. Automatically generate PDF, TIFF or JPG files for and archive. Locate and retrieve indexed PDF files created with Image. Transmit documents through a fax board or server. Gain flexibility for printing variable content documents on iseries servers. 3

5 PPSuite_Insurance-11_ Objectif Lune Incorporated. All rights reserved. All registered trademarks displayed are the property of their respective owners.