FOR INSURANCE
Automate your forms assembly process
with PlanetPress Suite
Decrease your operational costs
Increase your bottom line revenues
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By printing your forms on-demand
based on a customer’s profile, you
can eliminate manual handling delays
and errors and generate the
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Corporate and personal policies.
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Renewals.
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Quotes.
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Benefits booklets.
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Invoices.
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Statements.
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Claim reportsFrom expensive pre-printed documents assembly to
personalized output and automated real-time distribution.
If you are still assembling insurance forms and policies
using traditional manual methods, PlanetPress Suite can
help you leverage your current print infrastructure for
more efficient production and reduced costs.
Imagine quickly and easily eliminating all manual intervention required to assemble and distribute your documents and forms without making any changes to your legacy applications. With PlanetPress Suite, you can avoid many of the problems
associated with the production and distribution management of high volume documents by migrating expensive pre-printed forms to lower cost laser printers.
PlanetPress Suite helps you easily create, design, distribute, archive and retrieve all your communications, including;
Those documents can be modified as desired to accommodate your business needs, your customers or regulatory state changes. You may also archive documents produced with PlanetPress Suite to third party CRM or ERP applications for a complete integrated workflow.
Before using S
Benefits:
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Eliminate manual forms handling.
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Reduce errors due to human intervention.
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Increase customer satisfaction.
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Create individualized statements or policies on the fly with personalized graphs and messages.
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Increase workflow efficiency.
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Eliminate expensive pre-printed forms.
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Improve output quality and corporate image.
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Print complex documents at high speed.
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Easily manage distributed printing of transactional documents.
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Control printer paper handling and finishing and execute sophisticated conditional printing.
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Implement a fully automated document distribution workflow.
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Free up floor space from file cabinets for better business useIncreased efficiency and cost reduction
When you create your business forms using the PlanetPress Suite of products, you also benefit from complete management of your distribution process. By being able to quickly produce, distribute and search policies or other business documents, you can greatly reduce your operational costs and response time.
What usually takes five
business days to
produce can be
shortened to just one.
PlanetPress Suite
Using PlanetPress
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Create your documents and forms such as corporate and individual policies including benefits booklets, renewals, invoices and claim reports with just one design tool.
Add variable data such as text, conditional clauses, graphics and high-resolution images like corporate logos to enhance and personalize your communications.
Want to change a logo, correct a phone number, or add new branch office contact
information on a booklet? It's never been easier. Simply open the appropriate form in
PlanetPress, modify and save your changes. No need to order, manage and store expensive pre-printed forms.
How it works
Empower your customers
Today's savvy customers expect information on-demand. PlanetPress Suite can enable you fulfill their requests more responsively via completely automated processes. Create a page on your web site to let customers select what they need, such as price quotes or policy information, PlanetPress Suite uses a trigger to automatically send the appropriate information via email all without any human intervention.
Furthermore, by giving customers access to their policies, corporate booklets or renewal information via a secure web interface, you benefit from significant costs savings. Customers can instantly reprint lost copies of policies, make change, request additional information, and easily manage their account. Cost and labor burdens are removed from the insurer, while customers get fast, complete response to their needs.
Benefits Booklet Invoices
Web Application
Efficient customer communications
with targeted information
Why send generic information to all customers when you can target messages to their needs and habits? Insurance firms can and should use their data to more effectively communicate with their customers, and PlanetPress makes it simple and automatic. The result will be stronger customer loyalty that translates into a more secure future.
Many original policy riders and forms are created in MS Word, and you can easily convert these documents to PDF format and import them into PlanetPress. When the original pick ticket information is sent to a laser printer, the PlanetPress document takes that data and, based on conditional printing logic built into the policy form, the printer selects the appropriate riders or document pages to print for a specific customer. In addition, letters or other forms can be dynamically created based on the pick ticket data. Personalized information such as notes for a specific type of insured can also be quickly added to the form.
ITEM 4 ITEM 5 ITEM 3 ITEM 1 Booklet Invoices Fax Web Application PlanetPress Document Word Template PDF Data PlanetPress Watch PDF
- Printer prints faster - Less data is sent, so almost no network congestion* - Possibility to have variable images, like signatures, pictures etc. - Pieces of text can be made variable
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- The actual merging is much easier, drag and drop of variable
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fields on the document - Based on the database information you
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can print or skip certain pages - Ability to print multiple paper
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sizes when printing a document - Paper tray selection possible
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for the different pages - Database cleaning tool - Advanced
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graphic options (Crop Marks/Folding Lines/Bleed Margins) -
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Document checking options before printing - Barcode (KIX, EAN,
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and many mor
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- Printer prints faster - Less data is sent, so almost no network
a
congestion* - Possibility to have variable images, like signatures,
a
pictures etc. - P
a
- The actual merging is much easier, drag and drop of variable
a
fields on the document - Based on the database information you
a
Before & after
PlanetPress Suite softwares
After using PlanetPress
OBJ
Life
Improve output quality and corporate image by designing personalized documents
including graphics, images colors and variable data with PlanetPress.
By printing your forms on-demand and based on your customers profile, you will be able to eliminate the manual handling process and generate the appropriate documentation every time, reducing errors and maintaining
customer satisfaction.
Enable design and printing of transactional and variable content documents.
Locate and retrieve indexed PDF files created with PlanetPress Image.
Automated workflow tool to capture and route documents to their destination.
Transmit documents through a fax board or server.
Automatically generate PDF, TIFF or JPG files for email and archive.
Gain flexibility for printing variable content documents on iSeries servers.
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