Solution: ECM

Generali PanEurope (GPE) is a major player in the global insurance industry. GPE has a base of 72 million customers worldwide and is the leading provider of insurance in Italy. GPE has become a provider of sophisticated wealth management and employee benefit solutions to its European audience. GPE implemented SoftCo ECM to automate the control and compliance of customer information.


Document retention and compliant storage requirements are key challenges for the entire insurance industry. But for providers like GPE, who manage client employee policies that can extend over decades, the sheer size of client files makes document processing, storage, and retrieval an even greater challenge.


SoftCo ECM automates the business process surrounding client policy documentation: SoftCo Outsource captures and processes all GPE documentation and stores them in SoftCo Cloud’s ISO27001 compliant archive. Inherent lifecycle management ensures compliance with industry retention and disposal policies. Retrieval and easy upload of e-mails and other client policy documents is managed by the SoftCo ECM software.


GPE has visibility over all client policy documentation with swift access to all information via SoftCo Cloud. GPE has seen a reduction in costs through improved productivity, and can ensure compliance with strict document management regulations, including retention and disposal policies.

"It was a burden to have to search through paper files for required information, and staff say they love having everything available from their browser and easy to find."

Birgit Smith, Generali


GPE implemented SoftCo ECM to manage a large volume of policy documentation and ensure compliance to industry regulations.


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