Case Study: Catholic United Financial achieves near-paperless policy production and cuts policy generation from 35 to 3 minutes with Mitratech HotDocs

Catholic United Financial - Customer Case Study

Catholic United Financial, which serves more than 72,000 members with life insurance, retirement and savings plans, faced a costly, paper‑heavy document process that relied on mainframe technology and manual PDF workflows. Template updates required IT intervention, policy packages often exceeded 25 pages, about 5,000 pages were produced monthly, and generating a typical policy took roughly 35 minutes. To address this, Catholic United turned to Mitratech HotDocs and its HotDocs Hub document automation technology.

Mitratech HotDocs helped convert 70+ annuity and life insurance documents into automated templates, trained two in‑house template authors, and integrated HotDocs with the FAST policy administration system and OnBase for document storage, delivering policies to a secure member portal. The result: IT’s document workload was eliminated, documents are generated in about 3 minutes (down from 35), hundreds of work hours are saved each month, and members and staff gain real‑time, paperless access to standardized policy documents.

Catholic United Financial