Case Study: The Company (insurance holding company) achieves 78% reduction in fixed costs and scalable outsourced production with Merrill Corporation

The Company - Customer Case Study

An intermediate holding company made up of multiple life and health insurance carriers faced a capacity and cost challenge: its onsite production and distribution facility could not scale for projected growth without significant capital investment, and legacy systems hampered efficiency, security and regulatory compliance. The company therefore evaluated whether to expand internally or outsource to a partner that could provide scalability, industry expertise and a more efficient operating model.

The company selected Merrill Corporation, which performed a collaborative review of workflows, consolidated more than 50 data feeds into a handful of standardized templates, and implemented three programs (sales kits, admin correspondence and ID cards, and policy printing) using a phased approach and print-on-demand technology. Results included seamless customer transition, improved process reliability and transparency, and a 78% reduction in fixed operational costs, plus reduced waste, faster scalability and ongoing opportunities for further efficiencies.