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Case Studies

Customized PDF Portfolio Generation

 

Reliance Standard Life Insurance Company, a member of the Tokio Marine Holding Group, provides insurance products and services in almost every state, as well as in the District of Columbia and the U.S. Virgin Islands. As a leading insurance carrier, Reliance Standard specializes in innovative and flexible employee benefits solutions, including disability income and group term life insurance, a suite of voluntary coverage options, and fully integrated absence management.

Challenges

To grow their business, Reliance Standard sends potential clients portfolios of their fixed rate annuity products and employee benefit solutions. However, since these PDF portfolios are tailor-made for each potential client, creating them takes an excessive amount of time and resources. Reliance Standard needed a solution that could automatically create individualized PDF portfolios.

Solutions

Reliance Standard turned to AllianceTek, a technology services company that Specializes in Technology-based Business Solutions, for assistance. After carefully studying Reliance Standard’s current needs and processes for creating and sending client portfolios, AllianceTek saw an opportunity in their business workflow to save time by building an application that automatically composes PDF portfolios based on user input. The solution enables Reliance Standard to simply make a few selections on a form, and in one click, create the personalized client portfolios to be sent to potential clients.

Implementation

AllianceTek used ASP.NET and MS SQL to implement the solution. Because the overall goal was to reduce time consumption and employee overhead, the application was designed with accessibility and usability in mind. This one-click solution enables Reliance Standard’s employees to create tailored PDF portfolios according to individual client needs without any manual searching. Users can still edit the files directly and inputs can be sent to clients easily through a completely automated process.

Result

The resulting application greatly reduced the time required for Reliance Standard to compose and send client portfolio PDFs. Since using the new solution, Reliance Standard has witnessed a marked increase in their clientele, due to the fact that they are better able to inform their potential clients about every aspect of their insurance policies. By acquiring AllianceTek as a business solutions partner, Reliance Standard was able to use our innovative solution to increase their ROI and save valuable resources.

Call Us

If you our case study on "Customized PDF Portfolio Generation" reminds you of a similar situation or if you want to discuss your unique business problem, schedule your free Consultation Now or call us: 484-892-5713. Discover how can AllianceTek help you build a unique solution for your business.

AllianceTek has been a great partner for us in advancing our online functionality and communications. Their stateside and global development teams work together seamlessly and our account team has consistently been very responsive. We believe the inherent value in AllianceTek's service and development model is a key advantage for us and our offline content management platform, which they built and continue to evolve, is a testament to our mutual success.

- Heather Alessi (Marketing Communication Specialist)
Reliance Standard Life Insurance Co.

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