Case Study: Everence simplifies customer communications and reduces template development time by 25% with Cincom Eloquence

Faith-Based Financial Group Simplifies Customer Communication Processes with Cincom Eloquence

Everence is a member-owned, faith-based financial services organization serving hundreds of congregations, pastors and thousands of members across insurance, banking and retirement products. Facing thousands of dynamic and free-form documents monthly—and the need to produce complex, compliance-driven forms like the ACA Summary of Benefits and Coverage—the company outgrew its aging Oracle iStream Publisher environment, which required legacy servers and limited them to batch-only generation. Everence needed a modern, supported CCM solution that could integrate with existing systems, enable interactive, personalized documents and reduce maintenance overhead.

Everence selected Cincom Eloquence, which integrated with its policy, billing and document-management systems and provided an embedded Word authoring environment, faster template testing and strong vendor support. After a four-month implementation and staff training, Everence cut template development time by about 25%, reduced document generation time by up to 95%, consolidated its template library by 15% and improved personalization and accuracy—while enabling easier PDF inclusion and lowering operational, staffing and postage costs.

Everence

Brent Hochstetler

IT Application Services Manager