Pacific Life Standardizes Document Processes with GMC Software Technology

 The carrier’s Retirement Solutions Division will streamline and standardize the internal production processes that support a host of customer documents, including statements, confirmations of transactions and client correspondence.

(Humpback whale, inspiration for Pacific Life’s logo. Photo credit: Whit Welles.)

Pacific Life’s (Newport Beach, Calif.) Retirement Solutions Division has selected GMC Software Technology’s (Boston) GMC Inspire to streamline and standardize the internal production processes that support a host of customer documents, including statements, confirmations of transactions and client correspondence. The software’s open architecture offers the robust flexibility, scalability and automation capabilities needed for Pacific Life to achieve its goals of a higher level of operational efficiency and enhanced customer experience, according to a vendor statement.

“We are committed to providing our clients with products and solutions that will help them effectively manage their investments; the way we design and deliver our client communications is a major part of that goal,” comments Brian Pead, assistant VP, Annuities Applications, of Pacific Life’s Retirement Solutions Division. “GMC Inspire offered us the best long-term fit from a technology perspective to support this objective, as well as having the flexibility to scale to meet any future requirements our clients may have.”

Clay McNaught, VP, GMC Software Technology.

Clay McNaught, VP, GMC Software Technology.

A key factor in Pacific Life’s selection decision was GMC Inspire’s ability to process an unlimited number of input files, according to GMC. The vendor reports that the software has the ability to collect client data from multiple systems to generate personalized, relevant communications on the fly, while ensuring consistent branding and automated approval processes. GMC Inspire will also make it possible to dynamically import images, graphs and charts into the communications, strengthening the value of each communication while reducing the time and cost to produce the documents, according to GMC. Additionally, the software provides Pacific Life the capability to significantly reduce the number of templates needed for its correspondence, again saving in application maintenance expense and strain on IT.

(Related: What Google Compare Implies for Insurance Customer Communications Strategies)

“We are confident that GMC Inspire will provide Pacific Life with the advanced capabilities needed to make its customer communications processes more efficient,” comments Clay McNaught, VP, enterprise, GMC Software Technology, North America. “We are proud that GMC Inspire can deliver on Pacific Life’s commitment to successfully meet the communication needs of its clients.”

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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