Fidelity insurance

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Chief Benefits • Reduction in the cost of printed collateral • Potential increase in revenue by providing agents easy access to marketing materials • Improved agent satisfaction through quicker turn time on orders • Improved administrative efficiency Fidelity Insurance Critical Success Factors • Ability of WorkflowOne to provide a comprehensive solution • Customer embraced our sourcing model of a mixture of strong internal and external sources • Knowledge of the insurance industry • Self service ordering for the 10,000 independent agents and the corporate staff • Ability to analyze and combine print jobs yielded savings, purchasing leverage Solution Description • Provide the print management, distribution and fulfillment of the marketing collateral used by the independent insurance agents • Uses WorkflowOneAccess as the technology platform • A customized site that enables the agents to view and order only marketing collateral for lines of business they sell Solution: Total print management and fulfillment services Benefit: Cost reduction Customer: Provider of world class life insurance and asset management solutions so their customers can enjoy a more secure and prosperous life Market: Insurance (Financial)

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Transcript of Fidelity insurance

Page 1: Fidelity insurance

Chief Benefits• Reduction in the cost of printed collateral• Potential increase in revenue by

providing agents easy access to marketing materials

• Improved agent satisfaction through quicker turn time on orders

• Improved administrative efficiency

Fidelity Insurance

Critical Success Factors• Ability of WorkflowOne to provide a

comprehensive solution• Customer embraced our sourcing model of

a mixture of strong internal and external sources

• Knowledge of the insurance industry• Self service ordering for the 10,000

independent agents and the corporate staff• Ability to analyze and combine print jobs

yielded savings, purchasing leverage

Solution Description• Provide the print management, distribution

and fulfillment of the marketing collateral used by the independent insurance agents

• Uses WorkflowOneAccess as the technology platform

• A customized site that enables the agents to view and order only marketing collateral for lines of business they sell

Solution: Total print management and fulfillment services

Benefit: Cost reduction

Customer: Provider of world class life insurance and asset management solutions so their customers can enjoy a more secure and prosperous life

Market: Insurance (Financial)