OpenText Exstream is a leading software solution that enables insurers to drive customer engagement through personalized communications across all customer-preferred channels, whether online or offline. This software solution provides insurers with the ability to link dynamic engagements to all points in the customer journey, leveraging stronger marketing automation and digital delivery methods for consistent and remarkable customer experiences. Integration into insurance solutions Here are some examples of OpenText Exstream’s out-of-the box integration options into various insurance-related software: Guidewire PolicyCenter: PolicyCenter is a policy administration system used by insurers to manage policy quotes, underwriting, and policy servicing. Exstream can integrate with PolicyCenter to automatically generate and deliver engaging policy-related communications to customers. Duck Creek Policy: Duck Creek Policy is another policy administration system used by insurers to manage the policy lifecycle. Exstream can integrate with Duck Creek Policy to generate and deliver targeted, relevant, and highly personalized policy-related communications Salesforce: Salesforce is a popular customer relationship management (CRM) platform used by insurers to manage customer data and interactions. Exstream can integrate with Salesforce to personalize customer communications based on CRM data. SAP: OpenText Exstream (a.k.a SAP Document Presentment by OpenText) can integrate with various SAP solutions (ECC, S/4HANA, CRM, C4C, Hybris, etc) to generate and deliver policy-related communications, claims-related communications, and other customer communications. DocuSign and e-SignLive by VASCO: DocuSign is an electronic signature software that enables insurers to streamline their document signing processes. OpenText Exstream can be integrated with electronic signature solutions such as DocuSign and e-SignLive by VASCO to enable insurers to achieve “straight-through processing” and maintain fully electronic processes from start to finish. With Exstream, insurers can extend the value of their customer communications platform and eliminate the need to print out agreements, applications, or regulated disclosures for signature. By doing so, they can streamline their business processes from days to minutes, accelerate revenue capture, reduce customer abandon rates, and tailor their workflows to meet specific needs. Besides the above-listed out-of-the-box integration options, OpenText Exstream, due to its architecture, can be easily integrated with a variety of other software solutions. Here are some examples of software that OpenText Exstream can be integrated with and related use cases: Policy Administration Systems: Exstream can be integrated with policy administration systems to automatically generate and deliver policy documents to customers. This ensures that customers receive timely and accurate policy information. Claims Management Systems: Exstream can be integrated with claims management systems to generate and deliver claims-related communications to customers, such as claim status updates and settlement offers. This improves customer satisfaction and reduces the workload on claims adjusters. Customer Relationship Management Systems: Exstream can be integrated with CRM systems to personalize communications based on customer data and preferences. This helps insurers to build stronger relationships with their customers and improve customer retention. Billing Systems: Exstream can be integrated with billing systems to generate and deliver invoices and other billing-related communications to customers. This ensures that customers receive timely and accurate billing information. Marketing Automation Systems: Exstream can be integrated with marketing automation systems to generate and deliver targeted marketing communications to customers. This helps insurers to acquire new customers and cross-sell additional products and services to existing customers. Wrap-up & Advice Overall, OpenText Exstream’s integration capabilities enable insurers to streamline their communication workflows and improve the customer experience across various touchpoints, automate communication workflows, improve the customer experience, and increase operational efficiency. By working with a trusted service provider, who has strong expertise in OpenText Exstream and the insurance sector, you can transform a wide range of document-related processes at your organization. Interested in finding out more? Check out our insurance solutions, OpenText Exstream services, or schedule a session with one of our experts.
