Rocket Software Enhances an Insurance Services Provider’s Document Management System

A New Zealand insurance services provider needed to modernize its existing IT infrastructure to support growing accessibility demands. The company chose Rocket Software to modernize its document management system.

With customer documents stored across different systems and files, the provider needed to streamline their document management process to store customer policy information in a central location. This would enable the insurance provider to easily print documents at any time. To provide the best service for their customers, they also needed to build a mobile application to increase their customers’ ability to access personal information and important documents.

The provider selected Rocket Folders to help manage its growing data management demands. Rocket Folders is a software platform that centralizes large volumes of data to streamline access and provide readability on any platform.

Since Folders works with any format or source, there was no need for the insurance provider to recreate documents, as the past ten years of information could be transferred and archived onto the system. By modernizing its document management system, the insurance company could provide efficient online access to both clients and employees.

With around 8,000 users, clients can now easily access their policy information, no matter where they are. The switch to Rocket Folders reduced calls to the help desk by 32%, as clients were able to address queries themselves.

“Rocket Folders provides highly secure, centralized storage for all of the insurance provider’s policy documents and client information. It also gives clients the ability to access their documents through a mobile app. The company has been able to improve customer satisfaction significantly with Rocket,” said Martin Bishop, technical support engineer, Rocket Software.