(William Goodridge House, York, Pa. Photo credit: Smallbones.)
Glatfelter Insurance Group (York, Pa.), one of the largest privately owned insurance brokers in the United States, has selected Hyland’s (West Lake, Ohio) OnBase by Hyland enterprise information platform for the insurance market, to support its information management needs.
Glatfelter, which employs more than 500 associates and serves over 30,000 clients nationwide, sought a content management solution that would automate operations and evolve with the company as it continues to grow. The broker will deploy OnBase capture, including optical character recognition (OCR) functionality to better manage information, increase data accuracy and elevate customer support. Hyland reports that OnBase will allow Glatfelter to create over 30 integration points across multiple applications companywide, granting greater access to information and simplifying data sharing.
Integration Capabilities and Content Services
Criteria influencing Glatfelter to convert from its legacy capabilities to OnBase included its integration capabilities and out-of-the-box content services functionalities. “Our previous document management platform wasn’t built to keep up with our fast-paced growth and integration needs,” comments Larissa Tosch, executive VP, CIO, Glatfelter. “The out-of-the-box features and usability of OnBase allows us to be more independent—to build our own workflows and reduce overall cost of ownership. The integration capabilities of OnBase will create operational efficiency, grant greater visibility into our business processes, and expedite service to our clients.”
Glatfelter has started its OnBase implementation in the sales, underwriting and policy services departments, replacing legacy document management technology. The company plans to expand OnBase into back office operations, including HR, marketing and legal, in the next phase of implementation, the vendor reports.
“Glatfelter will leverage OnBase as an integrated information platform to better manage content, processes and cases across the organization,” comments Cara McFarlane, global insurance marketing portfolio manager at Hyland. “With increased flexibility, agility and visibility, Glatfelter will have better information to support its processes as the insurance broker continues to evolve.”