Case Study: Largest Public Specialty Insurance Giant achieves 1M+ documents/year and 300 rules-driven templates with Newgen Software

One of the World’s Largest Public Specialty Insurance Giant Named in Forbes Transforms Document Lifecycle with Newgen

A leading US-headquartered specialty insurer with a presence in 180+ countries—offering products across liability & casualty, trade credit, marine, aviation and more—sought to modernize its document lifecycle. The company grappled with manual underwriting document generation, fragmented applications and data, error-prone archival uploads, and hundreds of rigid templates that caused inefficiencies and compliance risk.

The insurer deployed Newgen’s Omnichannel Customer Engagement (CCM) and Contextual Content Services (ECM) on a low‑code platform, integrated with its BPM, DMS and BizTalk systems, to centralize document management and introduce rule‑driven templates. The rollout consolidated over 6,900 static templates into 300 rules‑driven and 1,000 simpler templates, enabled a single document repository and automated contract workflows—resulting in more than 1 million documents generated per year, 30–40% fewer template changes, faster turnaround, improved compliance and extensive multilingual communications.