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Documents In Context
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A Complete Customer
Information Profile |
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Aviator Software’s
Documents In Context™ gives employees access to all customer information
contained in e-mails, correspondence and office documents from within
applications they use every day. This unique solution to a long-standing
problem is made possible by three proprietary technological advances:
- Integration with Lotus Notes
e-mail systems
- Integration with Microsoft
Windows applications
- Integration with customer accounts
databases
The results are faster access to
critical information, better decision-making, reduced paper-handling and
increased productivity. Read more about how Documents In Context is
helping a Fortune 500 Insurance
company. |
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The Challenge
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E-mail, correspondence,
office documents and other unstructured customer information make up an
increasingly large portion of customer account information. This critical
information supports day-to-day business transactions such as underwriting
policies and processing claims.
Unfortunately, this type of
information cannot easily be stored and managed in traditional customer
accounts databases. E-mails remain locked inside personal folders, paper
correspondence overflow file cabinets, and office documents overcrowd shared
drives and personal file systems.
As a result, this
unstructured customer information is not easily available to the people who
need it. |
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The Solution
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Aviator Software's
solution addresses the need for insurance companies to access and share
unstructured customer information. The solution, called Documents In Context,
includes unique document management and integration technology developed over
the past five years. For insurers, the main attraction is the advanced
integration with systems currently deployed in the company: customer accounts
databases, enterprise e-mail and office productivity applications. Integration
is handled by proprietary client-side and server-side application programming
interfaces (API) that extend existing applications so employees can quickly
access all the customer information in context.
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The
Benefit |
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Insurers are more
responsive to opportunities and less at risk from errors and omissions when all
customer information is easily accessible by employees. Using Documents In
Context, insurance companies provide employees with a complete picture of their
customers, with dramatic results in productivity, customer responsiveness and
profitability. |
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