Case Study: The Word & Brown Companies achieves dramatic time and cost savings with OpenText Exstream and ECM solutions

Opentext Provides An Across-The-Board Solution

The Word & Brown Companies, a California-based leader in insurance services made up of five distinct businesses and serving thousands of brokers and millions of members, faced fragmented, mostly manual document and forms processing across multiple channels (fax, mail, email, PDFs, verbal). Different tracking methods and paper-driven workflows created delays, compliance risk and scaling barriers, so the company sought a single, enterprise-grade document management platform to standardize capture, routing and retrieval.

They implemented OpenText Exstream, LiquidOffice, TeleForm and iManage Work to capture data, automate workflows and generate documents. The integrated solution automated manual work, unified processes across all five companies and improved search and compliance; production time for a 75‑page renewal dropped from 30 minutes to 30 seconds, broker commission processing fell from four people/4 days to one person in 45 seconds, saved about $30,000/year, and enabled faster quoting and business growth.

The word & Brown Companies

Aaron Watts

Document Technology Team Lead