Case Study: Equitable Life & Casualty Insurance Company halves policy production and underwriting times with OpenText Exstream

Opentext Exstream Enables Leading Insurer To Streamline Document Production Processes And Improve Quality And Clarity Of Communications

Equitable Life & Casualty Insurance Company, a Salt Lake City–based insurer serving people 55+ and licensed in 45 states, was struggling to produce 400 policies a day with a two-person production team locked into a proprietary print vendor system. The legacy workflow created thousands of unique templates, required manual, error-prone updates for state and client variations, limited archive access, and made communications hard to maintain and scale.

Equitable implemented OpenText Exstream, converting policies and moving to a reusable, PDF-based workflow with Exstream Professional Services support, improved reporting and automation, and plans for multichannel delivery and e-signatures. As a result, policy production and underwriting times were cut by 50%, unique document templates fell from ~18,000 to under 1,000 (including consolidation of 43 state variations to one), archive access was extended beyond 90 days, and staffing and cost efficiencies were realized.

Equitable Life & Casualty Insurance Company

Carlyn Campbell

Director of Electronic Document Production