Case Study: Leading U.S. Life Insurance and Financial Services Company achieves 80% higher collaboration and 100% better case distribution with Newgen Software

A 170-year-old Insurance Provider in the US Digitizes Business Workflows with Newgen

Leading Life insurer and Financial Services Company, a 170-year-old U.S. insurance provider, needed to automate manual processes, improve collaboration, and securely manage physical and digital documents. It turned to Newgen Software and its Document Management System (DMS) built on the iBPS low-code process automation platform to replace fragmented workflows, reduce duplication, and address challenges in case assignment, email intake, reporting, and document control.

Newgen Software implemented a cloud-based, centralized DMS with role-based access, search, approval workflows, and version control to unify document and case management. The results were strong: collaboration increased by 80% and case distribution improved by 100%, while turnaround times dropped sharply across key tasks, such as generating letters from 30 minutes to 10 minutes and distributing intake cases from 10 minutes to a few seconds.