Aetna Voluntary was struggling with a manual process for inputting data required for customer policy quotes. As part of their quote process, they needed to generate catalogs that require a great deal of review and redlining. The process was slow and often resulted in errors due to the use of Microsoft Word, notes and email attachments.
Their existing process also created a loss of accountability and made it difficult to determine who was responsible for the next step in the process. They knew they needed a Contract Lifecycle Management tool to increase their efficiency, and help them stay competitive.
Aetna chose SpringCM to provide the workflow automation necessary to support extensive redlining and a secure, central repository to speed up their quote process while reducing errors. SpringCM helps Aetna's marketing and sales teams gain complete visibility into where a document is in the process. They are no longer stuck digging through emails and waiting on responses from their colleagues - and their customers are happier because they can get insured faster.