Case Study

End-To-End Document Integration In Insurance

Established in 1826, the Swiss Mobiliar Insurance Group is the oldest private Insurance organization in Switzerland. With 1.5 million customers, Mobiliar is one of Switzerland's leading insurance groups. As a multiline insurer, Swiss Mobiliar offers a full range of insurance and pension products and services with strong customer orientation and a close relationship with clients that is supported by a network of general agents.

Mobiliar's several thousand internal users and external insurance agents use the Papyrus platform for high-volume batch and online business document production with central management of distributed business document applications.

With annual mailing volume exceeding 6.3 million envelopes, Mobiliar generated business documents of 2-8 pages on multiple platforms with different software tools. The resulting complexity caused high costs and administration efforts:

  • Layout/content changes time- and resource-intensive
  • Security and Audit complex to fulfill
  • Corporate identity only for specific business areas
  • Duplication of documents and templates

To achieve greater efficiency and standardization, Mobiliar evaluated the implementation of a new system for 1) consolidation of all business documents on one platform and 2) simplification of template design and processes.

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