CASE STUDY OVERVIEW

A leading insurance provider in Italy, EurizonVita emails millions of communications letters to policy holders.

Due to new legislation, EurizonVita needed to retain copies of all communications to customers. 

 

ActivePDF Server enables EurizonVita to generate and store secure PDF files of emailed customer letters and other communications.

EurizonVita can now securely communicate and archive client letters while remaining in compliancy, decreasing costs, reducing paper use, and increasing customer satisfaction.

Server by ActivePDF Achieves Compliancy and Improves Communications for EurizonVita

EurizonVita is a leading life insurance provider in Italy, offering a number of flexible policies to meet the needs of a wide variety of customers throughout the country. The company also consists of EurizonTutela, specializing in damage insurance, and EurizonLife, which provides life insurance policies throughout Ireland.

Challenges

Striving to provide personal attention to each customer, EurizonVita currently sends over one million letters a year to communicate important information regarding individual insurance policies. The process for sending the letters to customers involves using a custom application to select the customer and the type of letter to send. In the past, using this procedure, electronic versions of the letters were only temporarily stored and customer-requested copies could be regenerated through the EurizonVita call center.

In 2005, Italian legislation was passed requiring life insurance companies to retain copies of all letters sent to customers. Printing hard copies of these letters would not only significantly increase costs, it would also bear a tremendous environmental impact and possibly result in an archiving nightmare. An electronic system was the obvious solution.

Due to its high-visual fidelity and security features, PDF was quickly identified as the best option for this project. PDF also offered forward and backwards compatibility, lessening the likelihood of archived documents becoming unreadable later due to changes in software and technology.

 

Solutions

During the evaluation process, EurizonVita developers found that most PDF solutions lacked many of the features required for this project. During stress tests, many programs demonstrated long processing times, resulting in application timeouts and instabilities, making them unsuitable for the high volumes of input needed for this intensive project.

Upon the evaluation of Server by ActivePDF, the EurizonVita team knew they found their solution. “Server is fast, efficient, stable, and robust,” says Giorgio Moioli, EurizonVita Senior Analyst Developer. “The extensive features, as well as ease of use, added to the contributing factors in our decision to purchase Server.”

Within just one month of obtaining Server, Moioli and the development team were able to implement a simple process for converting and archiving millions of customer letters to secure, clean, and compliant PDF files.

EurizonVita agents still operate by selecting the type of letter from their custom program, at which point the corresponding template is populated using the information entered, then generated as a Microsoft® Word document.

When the letter is sent to print, Server is then used to convert the document to a PDF file. Security restrictions are automatically applied as set by the EurizonVita development team to adhere to the requirements outlined in the new legislation.

Each PDF file is given a sequential file name, for easy indexing and application reference, and then archived on the EurizonVita server. If customers request copies of letters, the call center agents can easily access and extract the archived PDF files from their existing system.

 

Server is the easy-to-integrate print-to-PDF enterprise application for converting anything printable to PDF

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Results

The archiving procedure with ActivePDF’s Server enables EurizonVita to quickly comply with new legal requirements with virtually no change to their daily operations.

Additionally, the shift to PDF makes it possible to quickly and easily email secured letter copies to customers, resulting in decreased costs, reduced paper use, and increased customer satisfaction.

“Producing a PDF from a Word file takes less than two seconds,” concludes Moioli. “Despite the high volume of documents created, the entire process is complete in just four seconds. Server has been integrated perfectly into our applications. I have used ActivePDF for over three years and I am very pleased with the results we’ve achieved.”

 

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TESTIMONIALS

What People are Saying

"Server (by ActivePDF) is fast, efficient, stable, and robust."

Giorgio Moioli

Sr Analyst Developer, EurizonVita

"ActivePDF's Server is a more complete and sophisticated solution than anything else I evaluated."

John Kuhn

Sr. Programmer, Downey Regional Medical Center

"We have produced approximately 200,000 PDF files for extremely complex tax documents and have experienced absolutely no problems. ActivePDF Server has performed as advertised from the very beginning.”

Patrick Shannon

Lead Developer at priceWaterhouseCoopers

"We have been successful in implementing batch and UI programs where we need to manage, modify and create PDF files."

KEVIN FRENCH

IT Manager, Los Angeles Superior Court