Case Study: Large US-Based Insurance and Annuity Provider modernizes end-to-end policy servicing, automates 100+ processes and migrates 40 TB of content with Newgen Software

A Large US-based Insurance and Annuity Provider Modernizes End-to-end Policy Servicing with Newgen

A US-based holding company managing closed-block variable annuity businesses across Pennsylvania and Iowa — serving clients nationwide — faced slow, costly policy servicing due to fragmented systems, heavy manual work, limited communication channels, and difficulty meeting SLAs. The insurer needed to modernize content-centric processes, migrate large volumes of legacy content, and orchestrate multiple policy admin systems to improve productivity and customer experience.

Newgen deployed a low-code BPM suite with ECM and digital policy-servicing platforms to enable omnichannel engagement, intelligent content classification, automated case and batch processing, and seamless core-system integration. The implementation automated 100+ business processes, migrated 40 TB and consolidated four legacy repositories into one, went live on the cloud in eight months, and supported 400 users — delivering faster request resolution, better SLA compliance, lower costs, and improved customer satisfaction.