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Featured Speakers:
  • Tom Clayton,  Enterprise Software Strategic Development for FSI, HP
  • James Watson,  CEO and Founder, Doculabs
  • Moderator: Kathy Burger,  Editorial Director, Insurance & Technology
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    An Insurance & Technology Webcast:

    Doculabs presents: Best Practices for Customer Communication Management Conversions and Migrations

    Duration: 60 minutes

    Insurance companies—needing to deal with compliance issues, risk management, complexity of product offerings, precise and timely customer communications and complexity of internal systems—are inherently dependent on document-intensive processes. From quotes and policies to billing statements and claims, it is crucial for insurers to have the most reliable and efficient document automation solutions to streamline these processes along with the best technology to deliver communications to customers.

    With some of the older policy production systems being discontinued, the market has become flooded with conflicting messages about what next steps to take and which Customer Communication Management (CCM) solution is the best. Whether your current solution is outdated, inefficient or sun-setting, there are a number of strategies to consider before making changes.

    Join Doculabs and HP as we look at the pros and cons of upgrading your current solution or migrating to a new solution. We will also look at the industry challenges in making these changes. Also learn about the best practices and the key features to look for in a CCM solution.

    Attendees will learn:

    • Key strategies to making these changes and overcoming the challenges
    • Industry best practices from others that have already started to make the change
    • How to know when your current solution isn't working
    • Key features of CCM solutions
    • Evaluating various CCM solutions
    • Pros and cons of upgrading
    • Pros and cons of migrating


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