Case Study: Insurance and Financial Service Provider achieves faster, compliant document processing and reduced risk with Adlib Software

Responding Rapidly to Customer Needs

The Insurance and Financial Service Provider faced slow, error-prone processes for producing un-editable quotes when customers submitted applications or claims, creating regulatory and operational risk. They engaged Adlib Software to deploy its Advanced Rendering capabilities (Adlib PDF / Adlib PDF Enterprise) to deliver a faster, more reliable system that could produce editable quotes, eliminate manual errors, and demonstrate compliance.

Adlib Software implemented an automated, ECM-integrated document-to-PDF workflow that converts and merges content across the enterprise, removing manual steps and reducing reliance on IT support. As a result, the Insurance and Financial Service Provider accelerated response times, reduced the risk of human error, improved document output (notably when merging emails and attachments into single PDFs), and saved time and money through eliminated IT intervention — delivering measurable compliance and efficiency gains.