Document Automation for Insurers: 2014 ABCD Vendor View

by Nicolas Michellod, June 16, 2014
Global

Abstract

With the growing importance of efficient and digital customer communications, insurance companies need to look for advanced document management systems.

In the report Document Automation for Insurers: 2014 ABCD Vendor View, Celent looks at 14 systems. The report also awards four document automation systems XCelent Awards for Technology, Functionality, Customer Base, and Service.

“Insurers try to leverage advanced features and functions from document automation and customer communication system vendors in order to promote digital interactions with customers and partners,” says Nicolas Michellod, Senior Analyst with Celent’s Insurance Group and author of the report. “Leveraging multichannel communication and interactive documents is key for insurers that want to improve the way they communicate.”

This report profiles 14 document automation systems, with 12 full profiles, and two shorter profiles. Each profile presents information about the vendor and solution; customer base and reference customer feedback; functionality; technology, implementations, and cost; and some summary comments.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned subsidiary of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

Introduction

2

Report Methodology

3

Celent’s ABCD Vendor View

5

Vendor Profiles

8

Aia Software: ITP Enterprise

10

CEDAR Document Technologies: Customer Communication Platform

16

Cincom Systems; Cincom Eloquence

22

GhostDraft Inc.: GhostDraft

28

GMC Software Technology: GMC Inspire

34

Hewlett-Packard: HP Exstream / HP Relate

40

ISIS Papyrus Software: Papyrus Platform for Business Communication & Process

46

Oracle: Oracle Documaker Enterprise Edition

53

Pitney Bowes: EngageOne Communication Suite

59

Top Down Systems Corporation: CLIENT LETTER & INFORM

65

XMPie, a Xerox Company: PersonalEffect Family of Products / Circle

71

Xpertdoc Technologies: Xpertdoc Customer Communications Management Platform

77

Limited Profiles

83

Adobe: Adobe Experience Manager Customer Communications

84

EVER TEAM: EverSuite

88

Leveraging Celent’s Expertise

93

 

Support for Financial Institutions

93

 

Support for Vendors

93

Related Celent Research

94

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