ActiveDocs B2B Case Studies & Customer Successes

ActiveDocs is a document automation specialist. They work with you to give you total confidence in your high-value documents – with over 25 years of experience, they know what works where, and they will share their expertise with you. Their software is chosen by the world's top organizations. It's intuitive and lets you design templates for your documents, configure how and when documents are produced, and what happens to them after. Together, they can come up with a future-proof solution and deploy it thoughtfully to get it right the first time.

ABB achieves improved compliance of offer documents and processes in 90 countries with ActiveDocs

ABB

ABLV Bank achieves consistent, compliant document generation with ActiveDocs

ABLV Bank

Rolands Citajevs

Chief Information Officer

Australian Retail Bank achieves seamless, always-available document generation for 1,100 frontline staff and 60% fewer templates with ActiveDocs

Australian Retail Bank

Australian State Government achieves seamless, compliant end-to-end requisition generation with ActiveDocs Opus

Australian State Government

Bayer HealthCare Pharmaceuticals achieves rapid, compliant contract generation in SharePoint with ActiveDocs

Bayer HealthCare Pharmaceuticals

BP achieves compliant, multi-language HR document automation with ActiveDocs

BP

Callcredit Group eliminates manual templates and achieves automated CRM-integrated document generation with ActiveDocs

Callcredit Group

Choice Legal Group, P.A. achieves reduced IT management costs and produces 3 million documents annually with ActiveDocs

Choice Legal Group, P.A.

Mariano Urquiza

Chief Information Officer

Cigna achieves consolidation of six legacy document-generation systems and migration of thousands of templates with ActiveDocs

Cigna

Cigna Life Insurance New Zealand achieves faster e-fulfilment and accurate, brand-consistent document generation with ActiveDocs

Cigna

Cleary Hoare Solicitors achieves on-demand generation of complex legal documents in minutes with ActiveDocs Document-as-a-Service

Cleary Hoare Solicitors

CoBank achieves company-wide document automation on time and within 5% of budget with ActiveDocs

CoBank

CoBank achieves faster, more accurate lending document automation with ActiveDocs Opus

CoBank

Commercial Property Insurance Company achieves automated, company-wide policy generation and 5,500-employee document automation with ActiveDocs

Commercial Property Insurance Company

Consolidated Civil Enforcement achieves faster, more accurate document production — cuts time from 50 to under 20 minutes with ActiveDocs

Consolidated Civil Enforcement

Steven Low

Chief Information Officer

CoreLogic delivers real-time, market-specific property reports from minimal input with ActiveDocs

CoreLogic

Court Services Victoria achieves seamless, automated legal document generation and iManage/K2 workflow integration with ActiveDocs

Court Services Victoria

Crius Energy achieves efficient, compliant customer communications for 1.5 million clients with ActiveDocs

Crius Energy

Delta Dental of Arkansas achieves 30-second, programmer-free proposal customization with ActiveDocs

Delta Dental of Arkansas

Jimmy Anthony

Supervisor, Business Analysis

Dimension Data achieves Statements of Work creation in minutes instead of days with ActiveDocs

Dimension Data

Employsure achieves rapid, compliant generation and approval of hundreds of customized documents in minutes with ActiveDocs

Employsure

Farm Credit Services of America achieves automated compliance document production and shifts staff to higher‑value tasks with ActiveDocs

Farm Credit Services of America

Troy Carlsen

Director of Application Development

Financial‑services subsidiary (life‑insurance premium financing) achieves near‑instant, accurate loan documentation with ActiveDocs document automation

Financial Services Company

Finnish Centre for Pensions (Eläketurvakeskus) achieves 97.5% template reduction and streamlined document automation with ActiveDocs

Finnish Centre for Pensions (Eläketurvakeskus)

Hanna Holopainen

Project Manager

healthAlliance achieves efficient, accurate HR documentation for 27,000 employees with ActiveDocs

healthAlliance

Hitachi ABB Power Grids achieves global, automated tender document generation with ActiveDocs

Hitachi

Insta DefSec achieves guaranteed compliance and faster, error-free document production with ActiveDocs

Insta DefSec

Intellectual Property Legal Firm achieves seamless, compliant, and consistent document generation with ActiveDocs

Intellectual Property Legal Firm

International Energy Technology Company cuts test report compilation from 20 hours to under 1 hour with ActiveDocs

International Energy Technology Company

Irish Progressive Services International achieves high-performance, lower-cost, flexible document automation with ActiveDocs

Irish Progressive Services International

Large USA rural financial organization achieves resilient, automated document generation and nCino/Salesforce integration with ActiveDocs

Large USA Financial Organization

Leading Canadian Cable TV & Network Provider achieves compliant, high‑volume contract and customer communication automation with ActiveDocs

Leading Cable TV and Network Providing Company

Leading Complex Financial Provider achieves SEC Rule 498 compliance and minute-level document generation for life assurance and PPLI with ActiveDocs

Leading Complex Financial Provider

Leading Insurance Broker achieves end-to-end automated, accurate customer communications with ActiveDocs

Leading Insurance Broker

Samuel Ricketts

Sales Director, Europe

Liberty International Underwriters achieves 24/7 global, accurate generation of complex insurance policies with ActiveDocs

Liberty International Underwriters

Liberty Mutual Insurance achieves rapid mid-market entry and automated quote-to-claim document generation with ActiveDocs

Liberty Mutual Insurance

Major Insurance Group achieves rapid mid-market entry and automated complex document generation with ActiveDocs Opus

Major Insurance Group

Major US Energy Provider achieves reliable, scalable customer communications and faster regulatory responsiveness with ActiveDocs

Major US Energy Provider

Milford Asset Management achieves 75% faster document production and 4x productivity with ActiveDocs

Milford Asset Management

Tim Samuels

Senior Manager

National Rural Electric Cooperative Association achieves rapid, scalable production of insurance benefit documents with ActiveDocs

National Rural Electric Cooperative Association

Carrie Shomsky

Director of Application Development & Support

New Directions Behavioral Health achieves streamlined, accurate patient notification letters and near-zero template management with ActiveDocs

New Directions Behavioral Health

David Mauer

Vice President of Technology

Nexus IS achieves faster, more accurate document preparation with ActiveDocs

Nexus IS

Brook Rice

Technical Writer

Queensland Building and Construction Commission achieves seamless, efficient document generation and business-friendly template management with ActiveDocs

Queensland Building and Construction Commission

Regis Aged Care achieves faster, compliant, error-free documentation with ActiveDocs

Regis Aged Care

Ricoh New Zealand achieves rapid, customized sales proposals with ActiveDocs document automation

Ricoh

Rick Petford

Communications Manager

Royal Dutch Shell achieves compliant, automated HR transfer contract creation and simplified template management with ActiveDocs

Royal Dutch Shell

Scania achieves faster, error-free agreement generation and automated e-signatures with ActiveDocs

Scania

Shaw Communications achieves high-volume, CRTC-compliant automated contract and customer communications generation with ActiveDocs

Shaw Communications

Silver Fern Farms achieves centralized, automated task instructions and safer work practices with ActiveDocs

Silver Fern Farms

Stewart Cowen

Enterprise Systems Manager

Specialty Insurance Provider achieves 24/7 global, accurate generation of complex 1,000+‑page insurance policies with ActiveDocs

Specialty Insurance Provider

Technically Advanced and Innovative Bank achieves faster, accurate multi-system document generation with ActiveDocs

Technically Advanced and Innovative Bank

TechnologyOne achieves document generation in minutes instead of days with ActiveDocs

TechnologyOne

Joel Fitzgerald

Solutions Architect

Texas Conference of Urban Counties achieves fast, jurisdiction-specific juvenile justice document automation with ActiveDocs

Texas Conference of Urban Counties

The Response Group achieves rapid, automated, and compliant Emergency Response Plan generation with ActiveDocs

The Response Group

USA-Based Major Shopping Center Company achieves round-tripping control and accurate, automated lease documents with ActiveDocs

USA Based Major Shopping Center Company

USA Juvenile Justice Department achieves streamlined document production and $27,000 annual savings with ActiveDocs

USA Juvenile Justice Department

Victoria Legal Aid achieves rapid, integrated document automation — 3,000+ templates and 400+ documents/day with ActiveDocs

Victoria Legal Aid

Hans Wolf

Chief Information Officer

Washington State Department of Ecology achieves faster, more accurate water-rights permitting with ActiveDocs

Washington State Department of Ecology

Jeff Marti

Environmental Planner

World Leader in Forensic Engineering and Consulting achieves faster, 100% accurate automated forensic reports with ActiveDocs

World Leader in Forensic Engineering and Consulting

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