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Self Assured Reduces Customer Backlogs and Boosts Service

Self Assured is installing Infonic's Document Manager solution (formerly known as Corpora's TokOpen) to enhance its customer service and to provide improved protection of confidential client data.

As a specialist in life and accident insurance, a key challenge for Self Assured is dealing with the seasonal variation in volumes of client communication. Up to 80 percent of client requests are received at the start of the New Year or the beginning of the new financial tax year. A manual, paper-based process has historically been employed to handle documenting, tracking, managing and accessing this customer communication. However the paper-based processes were time consuming and made it difficult for the underwriter to quickly refer to client data.

The paper-based process also presented problems in ensuring stringent client data confidentiality. It did not provide reliable data backup and recovery in the case of a disaster, which is a Financial Services Authority best practice requirement.



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