Case Study: Leading Life & Annuity Insurer achieves enterprise-wide efficiency with DataBank IMX and OnBase ECM

Leading Life & Annuity Insurer Achieves Enterprise-Wide Success

Life & Annuity, a leading Minnesota insurer, was managing millions of documents across the enterprise and needed to move away from paper with a flexible, cost-effective solution that could integrate with other systems. Working with DataBank IMX, the company turned to OnBase enterprise content management (ECM) to handle backfile conversion and support its growing business, including offshore operations in India.

DataBank IMX implemented and expanded OnBase across departments such as claims, HR, legal, and policy administration, enabling secure electronic access, workflow automation, and document generation. The results included faster processing, lower administrative costs, improved customer service, stronger visibility and audit trails, and better accuracy in one department rising from 80–90% to 99%.