SoftCo, a global supplier of document management and business process automation solutions, is helping Generali PanEurope Limited (GPE) meet the compliance challenges of the insurance market with a new end-to-end business process for document management. Irish-based GPE provides sophisticated wealth management and employee benefit solutions to a European audience.
With thousands of client files on paper, GPE was facing challenges around document processing, storage and retrieval. In 2010 the company went to market in search of a partner who could deliver on its vision for electronic storage of all client policy documentation. GPE chose SoftCo, recognising its financial services experience, its leading edge Business Process Automation (BPA) technology and the cost competitiveness of its solution.
SoftCo Cloud and SoftCo Managed Services provide a total solution for GPE's document management challenges, incorporating an innovative cloud-based infrastructure that offers total security and better cost efficiencies:
SoftCo collects, scans and processes all GPE documentation on-site in SoftCo's dedicated Managed Services location.
All documents are uploaded to SoftCo Cloud, a secure on-demand document management and BPA platform hosted on ISO27001 compliant infrastructure.
Web-based access to a secure archive allows faster document searching and retrieval for staff in all GPE locations, in Ireland and Europe.
Full lifecycle management allows automatic alerting of documents approaching the end of required retention periods.
Easy upload of e-mails and other client policy documents from a staff member's browser direct to SoftCo R8 in the SoftCo Cloud.
"We are delighted with SoftCo's document management solution: it's fast, it's easy to use, and it gives us great control," said Birgit Smith, Business Analyst, Generali PanEurope. "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."
Read the full Generali PanEurope case study on softco.com/.