Case Study: Pinnacol Assurance modernizes regulated document automation with Formstack

Pinnacol Assurance modernizes 216 regulated documents with Formstack

Pinnacol Assurance, Colorado's leading workers' compensation insurer, faced the challenge of an expensive and unsupported legacy system for generating its highly regulated documents. Operating under strict oversight, the company needed to eliminate this technical debt and consolidate vendors without compromising compliance. They partnered with Formstack and its service, Intellistack's Formstack Documents for Salesforce, to modernize their document automation.

Formstack, in collaboration with an implementation partner, executed a phased migration, converting 216 complex document templates into dynamic PDFs within Salesforce. This solution preserved exact regulatory language and formatting while enabling dynamic data population. The results included the elimination of legacy licensing costs, a reduced vendor footprint, and improved operational efficiency through portal-based document access. Formstack's solution provided a foundation for Pinnacol's continued digital transformation.

Pinnacol Assurance