Case Study: Ambrose Employer Group achieves streamlined document processes and improved client experiences with Napersoft CCM

Ambrose Employer Group Improves Client Experiences by Streamlining Document Processes with Napersoft CCM

Ambrose Employer Group, a professional employer organization serving over 800 clients, faced a labor-intensive, piecemeal process for creating and distributing 20–40 page employee benefits and orientation packets. To improve efficiency and client experience, Ambrose selected Napersoft and its Napersoft CCM document automation solution (with the OnDemand web portal option).

Napersoft implemented Napersoft CCM and OnDemand to automate document creation and enable web-based, self-service packet generation; automatic document creation and portal access produced substantial time savings, faster turnaround, reduced postal costs, and freed staff to focus on higher‑value client engagement—resulting in a smoother, more accessible benefits experience for Ambrose’s clients.

Ambrose Employer Group

Kim Diorio

Director of Client Services