Streamlining
Document Management

Industry
Health – Insurance

Multinational Insurance Company

Overview
of the Case

A leading multinational insurance company —with operations across Venezuela, Curacao, Panama, and Puerto Rico, $700 million in assets and more than 2,000 employees— sought to enhance its document management and processing efficiency.
Leveraging state-of-the-art solutions from Hyland Software, the company aimed to optimize its handling of insurance-related documents and workflows.

Our Approach

  • Expertise Area: Business Solutions
  • Capability: Enterprise Software
  • Solution: ERP

The delivery

  • Partner: SAP
  • Product: SAP S/4Hana Private Cloud

The client

  • Industry: Distribution
  • Country: Puerto Rico

The Challenge

The company needed a robust solution to manage and digitize a high volume of documents related to life, cancer, and disability insurance, ensuring efficient storage, processing, and retrieval across multiple regions.

The Goal

To improve operational efficiency by automating the handling and digitization of insurance documents, including subscriptions and claims, and to streamline data management processes.

The Solution

 

The company implemented Hyland Software’s Perceptive Content (ImageNow) and associated tools:

  • Perceptive Content for storing Mandatory Liability Insurance documents.
  • Perceptive Content Client for querying and processing workflow documents in subscriptions and claims.
  • Capture Profiles for importing documents from the SRO application.
  • Application Plans for quickly locating related documents.
  • Import Agent for automated document import and processing.

The Results

The automated system has improved the efficiency of handling over 2,300 vendors, ensuring APS Health maintains high standards with properly credentialed providers.

“The collaboration with C2S was excellent. They were professional, facilitated the process, and were always ready to help us solve challenges effectively, ensuring we had clear communication and
support throughout the entire project.”

Reynaldo Hernández
Budgeting

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