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visibility & access to all
client policy documentation


reduction in costs through
increased productivity


compliance with 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, Utmost Worldwide


Document retention and compliant storage requirements are key challenges for the entire insurance industry. But for providers like Utmost, 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. Utmost required an automated solution to handle the capture, storage, retrieval, and full lifecycle management of their large number of client documents.


SofCo’s SÄHKE2 and ISO 27001 certified Compliant Archive automates the business process surrounding client policy documentation. SoftCo’s outsource service captures and processes all Utmost documentation which is then stored in SoftCo Cloud’s ISO27001 Compliant Archive. The solution provides intelligent storage capabilities for multiple documents types (paper, email, PDF, XML, EDI etc.) and indexes and categorizes all of Utmost’s documents at the time of storage. Content Addressable Storage (CAS) technology ensures that documents are instantly available when required. Inherent lifecycle management ensures Utmost remain compliant with industry retention and disposal policies, including the option to digitally shred documents at the end of a defined lifecycle.


SoftCo Compliant Archive provides Utmost with full visibility over all client policy documentation and swift access to all information via the SoftCo Cloud. They have removed their previous storage issues for their growing number of documents with the solution’s digital storage capabilities. Utmost has seen a reduction in costs through improved productivity and can ensure compliance with strict document management regulations, including retention and disposal policies.


Solution:Compliant Archive

Utmost Worldwide is one of the most significant players in the global insurance and financial products market. With global revenue of almost €70 billion, Utmost has consolidated its position among the world’s leading insurance operators, with significant market shares in western Europe – its main area of activity – and particularly in Germany, France, Austria, Spain, Switzerland, and Central and Eastern Europe. In recent years, the Group has also expanded into Asia, with offices now in China and India.

“With SoftCo Compliant Archive we have a system capable of
fully managing our document lifecycles, ensuring we always
meet compliance obligations.”

Birgit Smith, Utmost Worldwide

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