Case Study: If P&C Insurance improves document accessibility and quality with Templafy

How If P&C Insurance’s Industrial Business Area improves accessibility and document quality

If P&C Insurance, a leading property and casualty insurer in the Nordic and Baltic regions with about 6,500 employees across 11 countries (Industrial business area in 8 countries), needed to ensure accessible, compliant and consistently branded documents. Employees were creating their own templates and using internet images, causing inconsistent visual identity and difficulty maintaining governance. To solve this, If engaged Templafy to deliver a centralized document and template management solution.

Templafy implemented a central platform where Marketing provides up-to-date, company-approved templates and content that can be adapted for country- or employee-specific needs. The result has been noticeably higher document quality, much faster creation of documents and presentations, and time saved across the organization—benefits highlighted by If’s Marketing Project Manager, Anna Andersson-Solja. With Templafy, employees know where to find compliant assets, requests for new content are ongoing, and document governance and productivity have improved.

If P&C Insurance

Anna Andersson-Solja

Marketing Project Manager