Case Study: Leading Global Life Insurance Group achieves streamlined document management with Newgen Software

A Leading Global Life Insurance Group Streamlines Document Management with Newgen

A leading global life insurance group in Bermuda that manages acquired policy portfolios faced a paper-heavy legacy system and struggled to manage over 130 million files. Missing monitoring dashboards, fragmented information across systems and no centralized repository caused retrieval delays, communication breakdowns and operational errors.

Partnering with Newgen, the insurer implemented Newgen’s ECM and CCM platforms with OmniXtract to centralize documents, automate multi-channel communications, enable real-time reporting and integrate with existing systems. The solution reduced paper and archiving costs, improved accessibility and transparency, increased operational efficiency and workforce productivity, and boosted customer satisfaction.