Case Study: United Heritage Insurance Group achieves consistent, compliant communications with GhostDraft

United Heritage Insurance Group delivers consistent communications with GhostDraft and eliminates downtime

United Heritage Insurance Group sought to modernize its policy administration and needed an efficient Customer Communications Management (CCM) solution to automate its customer-facing documents. Their manual process led to inconsistent correspondence and multiple unapproved document versions. They chose the GhostDraft CCM solution to integrate with their new Sapiens Stingray policy system and legacy print server.

GhostDraft provided a pre-integrated, intuitive authoring environment that automated document production, eliminating reliance on Microsoft Word. The solution centralized communications creation, ensured compliance, and used conditional logic to manage multiple brands from a single template, reducing the number of templates needed. GhostDraft’s reliable integration with the legacy print server eliminated downtime, increasing productivity and reducing costs. As a result, United Heritage now delivers consistent, compliant communications efficiently and is prepared to expand GhostDraft's use across policy, billing, and electronic correspondence.

United Heritage Insurance Group