Case Study: HM Insurance Group achieves dynamic, error-free generation of 200+ contracts monthly with Cincom Configure-Price-Quote

HM Insurance Group dynamically builds 200+ error-free contracts monthly based on user selections

HM Insurance Group, a national leader in Employer Stop Loss and managed care reinsurance, faced a critical systems challenge: after its parent company moved off the legacy contract‑generation platform, HM needed an affordable, supported solution to produce more than 200 contracts monthly without manual work, excessive rework or heavy reliance on IT—especially during peak season.

HM implemented Cincom’s Configure-Price-Quote front end alongside Cincom Eloquence, enabling dynamic, error‑free contract generation and far greater self‑service for the contracts team. The rollout finished about a month ahead of schedule, now produces thousands of documents monthly (13,000+ across letters and batch output), reduces IT dependency and turnaround time, and delivered measurable cost savings and strong vendor support.

HM Insurance Group

Mike Pohland

HM Project Manager