Case Study: Generali achieves policy visibility, cost savings and compliance with SoftCo ECM

Generali - Customer Case Study

Generali, a European insurance provider, faced major challenges with document retention, compliant storage and slow retrieval for decades‑long client employee policies. To address the burden of searching paper files and improve visibility and access to policy documentation, Generali turned to SoftCo and its ECM solution.

SoftCo implemented SoftCo ECM alongside SoftCo Outsource and SoftCo Cloud (ISO27001‑compliant archive) to automate capture, processing, lifecycle management, and retrieval of client policy documents and emails. As a result, Generali gained full visibility and browser‑based access to all policy documentation, reduced costs through improved productivity, and ensured compliance with strict retention and disposal regulations.

Generali

Birgit Smith

Generali