Case Study
How an Insurance Company Streamlined Document Management with iAccessPlus
Challenge
A mid-sized Canadian insurance company managing a large portfolio of property, automobile, and specialty insurance products was struggling with outdated, manual document workflows. Their regulatory forms, policy wordings, and client-facing documents required constant updating for distribution across departments and broker networks. The challenges included:
1. Manual Document Updates – The company relied on typesetters and design staff to make content changes, leading to long turnaround times and increased costs.
2. Risk of Errors – Manual rekeying introduced opportunities for formatting and compliance errors.
3. Inconsistent Branding – Documents lacked uniform branding, reducing professionalism and causing confusion for clients and brokers.
4. Delayed Time-to-Market – Slow document updates meant that new or revised policies were often delayed in reaching market.
Solution
The company implemented iAccessPlus as a self-serve platform to access its regulatory and policy documents. With over 2,000 unprotected PDF forms, iAccessPlus enabled faster, safer, and more efficient document workflows across departments and partner networks. Key features included:
✅ Unprotected, Non-Watermarked PDFs – The team could download and edit approved documents immediately without the need for typesetting or rekeying.
✅ Fillable PDFs – Fillable versions of the documents made it easier for staff to complete documents accurately and electronically.
✅ Intuitive Interface – A user-friendly portal with thumbnail and list views allowed quick access to specific forms by keyword, category, or province.
✅ Custom Branding – All documents could be updated to include the company’s logo, ensuring brand consistency across communications.
✅ Secure Access – Each team member received a secure login, allowing personalized access to the document library.
✅ Real-Time Updates – The platform provided automatic access to the latest versions of insurance wordings, endorsements, and client documents.
🔔 Automatic Notifications – Users receive updates whenever a document or policy wording is revised, ensuring teams always work with the latest content.
Results
⏱️ 60% Faster Document Updates – Internal teams could make immediate updates without relying on design or IT staff.
📉 40% Reduction in Production Costs – The elimination of typesetting and manual formatting significantly lowered overhead.
💼 Consistent, Professional Branding – Every document delivered to clients or brokers now included the company’s logo and followed brand guidelines.
📂 Easier Document Access – Staff quickly located the correct version of each document using the advanced search and filter tools.
📄 Improved Accuracy – Fewer errors in form fields and document content reduced compliance risks and rework.
🔔 Automatic Notifications – Users receive updates whenever a document or policy wording is revised, ensuring teams always work with the latest content.
Summary
By adopting iAccessPlus, this insurance company modernized its document management strategy, cutting costs, improving accuracy, and accelerating time-to-market for critical policy communications.
With iAccessPlus, they were able to:
– Eliminate costly, manual updates and reduce document turnaround times
– Ensure that all forms were branded and professionally formatted
– Maintain up-to-date compliance by using the latest document versions
– Improve operational efficiency for internal teams
iAccessPlus proved to be a practical, scalable solution for the company’s evolving insurance document needs—saving time, reducing risk, and improving service delivery.
