Case Study: Fortune 250 American Holding Company achieves streamlined annuity contract archival and retrieval with Merrill Corporation’s Communication Archive

Leading Holding Company Partners With Merrill to Improve Archival and Retrieval of Annuity Contracts

A Fortune 250 American holding company engaged Merrill to help its New Business Group access the exact printed annuity contracts investors received. With thousands of contracts distributed each month, the company needed an easy-to-use archival solution with robust search and retrieval capabilities to reduce time spent locating specific documents.

They selected Merrill’s Communication Archive for its single platform supporting test and production environments, powerful field-level search and customizable filters, and an intuitive, device-agnostic interface. The result was faster testing and document review, significant time savings when locating contracts, minimal training for users, and a seamless transition into production.