Case Study: Top 100 Property-Casualty Insurance Company achieves $1M+ annual print and mail savings and streamlined content management with Precisely (EngageOne RapidCX)

Top 100 property-casualty insurance company streamlines content management and reduces mail and print costs

Top 100 Property Casualty Insurance Company faced thousands of forms and templates spread across multiple locations, limited version control and regulatory risk, lengthy IT coding for policy changes, and high in‑house print and mail costs while migrating legacy admin systems to Guidewire across Home, Auto, Fire, and Rental lines in 11 states with 1,200 agents. To address this, the insurer engaged Precisely to deploy EngageOne RapidCX and integrate content management with Guidewire.

Precisely mapped and normalized batch data to Guidewire, consolidated 6,000 templates down to five core templates (Declarations, Policies, Letters, Notices, Bills), enabled complex form logic and pre‑fill, extended content to detailed coverage terms, automated print fulfillment and enabled e‑delivery, and rolled the solution out to ~200+ users. The Precisely implementation delivered new e‑delivery and statement designs, end‑to‑end tracking with auto reconciliation and certified delivery, and about $1M in annual savings from outsourced print.