Case Study: Fortune 500 Insurance Company achieves streamlined, accurate underwriting correspondence with Mitratech HotDocs

Fortune 500 Insurance Company - Customer Case Study

Fortune 500 Insurance Company, a large life insurance and financial services firm ($20B revenue, $190B assets, 5,000 employees, 3.5M policyholders), faced a high-volume, complex underwriting challenge requiring hundreds of types of tailored correspondence with precise language for applicants, agents, payors and insureds. To ensure accuracy, consistency and efficiency in this critical process, the company has relied on Mitratech HotDocs (HotDocs Server document generation) for more than 10 years.

Mitratech HotDocs implemented a web‑based HotDocs Server and a centralized library of more than 980 templates used by over 1,000 underwriters, enabling the company to generate over 500,000 individualized pieces of correspondence each year. The solution automated clause selection and formatting, integrated with the document management workflow, reduced time spent on routine document production so underwriters can focus on risk analysis and customer needs, and materially improved accuracy, consistency and professional presentation.