CCM Insurance

Top-five Insurer Streamlines Customer Communication Management

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Project Highlights

A top-five North American insurer aimed to develop a robust and scalable CCM platform. They first updated their existing CCM on OpenText Exstream, then embarked on a long-term plan to implement Smart COMM to standardize and centralize customer communications across the enterprise. The decade-long project migrated over 5000 forms to the cloud across various lines of businesses. Generated through Interactive, Batch and On-demand models, this process helped the insurer improve customer engagement, increase efficiency, and drive cost savings.


  • Enabled enterprise and operations wide standardization
  • Enabled distribution channels for better customer communication and experience
  • Established an innovative platform for future CCM growth and expansion