The Scenario OpenText solves Casey’s challenges by helping her to: In this example, let’s imagine how an insurance customer service agent can use OpenText to help provide excellent customer experiences from onboarding Fuel collaboration across the business. to claims. OpenText gives the right teams the right information at the right time so they can better serve their customers. Protect sensitive customer information. With secure access controls, Casey’s company can make sure employees have access to the right information only when they need it. This security layer protects the company’s Casey Claims important data and documents, as well as customer Insurance Customer Service Agent documents from data leaks or misuse. Deliver personalized communications. With OpenText, Casey can build long-lasting relationships Casey helps new customers with customers by creating trust, brand preference, and with policy questions and memorable experiences. onboarding. She has to access Connect all internal and external documents a lot of information in different Her Goals: Her Challenges: to Salesforce. locations. To make onboarding • Provide a seamless • It’s time-consuming to collect OpenText’s comprehensive information management and policy opening as smooth onboarding and policy client onboarding documents empowers Casey and her team to capture, manage, as possible, she’s looking for opening experience • It can be difficult to find and deliver mission-critical documents for insurers to a way to streamline the process. • Standardize preapproved critical information and outperform their competition. letters of acceptance respond promptly to • Get everyone on the same customers when documents page with cross-departmental are stored in various places collaboration tools • Without Salesforce integration, accuracy and Learn more about OpenText error prevention are difficult