Case Study: Leading Life Insurance Company achieves archival of 250 million policy dockets and anytime-anywhere access with Newgen Software

Leading Life Insurance Company - Customer Case Study

A leading Indian life insurance company with more than 250 million customers and a 50+ year history faced mounting operational challenges from paper-based policy dockets, agent and administrative files spread across 2,000+ branches, 100 divisional and 7 zonal offices. The insurer needed Anywhere/Anytime access, a strong image repository integrated with legacy systems, reduced physical storage, concurrent multi-user access, centralized record management and automated interdepartmental workflows.

Newgen implemented its OmniDocs ECM to capture, manage, archive and distribute some 250 million policy dockets (about 7 billion images), digitizing departmental records, automating correspondence and workflows, and synchronizing data across a semi‑centralized network. The deployment delivered unified search and instant nationwide access, faster policy servicing, reduced storage and operating costs, improved productivity, secure long‑term archives and simultaneous multi‑user access.