Clients

Over 1 Million users worldwide have found success with SoftCo

Visibility and access to all client policy documentation.

Significant reduction in costs through improved productivity.

Ensured compliance with strict document management regulations.

"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, Generali

Challenge

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.

Solution

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.

Results

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.

Case Studies

Find out what SoftCo can do for your business.

Request Demo