APPLICATION OVERVIEW

OpenText Exstream for Insurance
Design and deliver individualized, omnichannel customer communications
to enhance customer experience, speed time to market and drive
operational efficiencies

Accelerate time
to market for new
products, services
and offers
Optimize customer
touchpoints
across all channels
for frictionlessengagement
Reduce operationalcosts, streamline
business processes
Meet regulatorycompliancerequirements

Insurance organizations face a variety of challenges.
Conflicting regulations, such as GDPR, state and country,
exert pressure to deliver compliant communications on ajurisdiction-by- jurisdiction basis. In addition, some customers
still prefer contact agents and call centers for quotes, renewals
and applications, while others want electronic applications,digital communications and web self-service documents.
OpenText™ Exstream™ for Insurance leverages existing customer data and content
to transform typical policyholder communications into highly individualized,
engaging customer experiences across all touchpoints to encourage customer
loyalty. Whether it is reducing time to settlement, swiftly sending first notice of loss
letters or reducing demand on IT resources by giving marketing teams the hands-on
ability to create and edit communications, Exstream for Insurance can help.

Exstream customers include:

9 of the top 10 Fortune
500 life Insurers
7 of the top 10 Fortune
500 P&C Insurers
7 of the top 10 Fortune
500 health Insurers
59 DALBAR awards foroutstanding customer
communications

Design and deliver personalized customer communications
for touchpoints throughout customer lifecycle.

Accelerate time to market for new products, services andoffers
Insurance marketers that can ensure personalized and relevant communications foreach recipient can quickly capitalize on trends, events and fleeting opportunities.
Exstream for Insurance gives users direct, hands-on capabilities to create andlaunch rapid-response marketing campaigns and ongoing promotions, such as
accelerated adoption of a new insurance product, a time-sensitive loan-rate offer
or a new benefit tied to a higher account status. Marketers can prioritize campaigns
and incorporate them into the available white space of important communications atruntime. Users can also link campaigns to automatically send follow-up messages
based on previous response, lack of response, effective dates or a prioritization
override, as well as track all campaign activity with a built-in knowledgebase that
integrates with customer databases.

Optimize customer touchpoints across all channels forfrictionless engagement
Customer communications are critical throughout the customer lifecycle and eachis an opportunity to reinforce or broaden the client relationship. Exstream for
Insurance leverages existing customer data from multiple sources and delivers it
to digital and print channels to ensure messages and offers are personalized andrelevant to that individual’s profile and customer history. Statements are visuallyappealing, renewal letters simplify complex information using features, such as
data-driven charts and graphs, and email and SMS notifications are delivered basedon customer preference.

Reduce operational costs, streamline business processes
Most organizations have significant costs tied up in multiple customer
communication technologies and processes that connect silos of information tocustomer communication applications. Exstream for Insurance is an end-to-end
customer communication solution that helps marketing and business users makethe most of every customer touchpoint.
This includes structured, high-volume bills and statements and automated fulfillment
of on-demand, personalized policies, correspondence, quotes and proposals.

OpenText Exstream for Insurance

2/4

“In looking to upgrade ourcustomer communications
capability, the directive
was to enhance customer
experience and support
business growth. OpenText
Exstream delivered thatresult. It simply stood out interms of features and theability to satisfy what wewere looking for.”
Glenn Moore
Head of Core Applications Deliverynib

It creates targeted, relevant customer communications that drive action. Exstream
for Insurance’s built-in approval workflow allows marketing and Line-of-Business
users to remotely create variable messages that are integrated into documents,
ensuring relevant
and current information is communicated in a timely manner. It also includes many
capabilities for testing document applications, significantly improving productivity
and optimizing performance.

Meet regulatory compliance requirements
Managing variable content to guarantee compliance with changing government
regulations and privacy legislation is easy. The compliance support capability
verifies that appropriate content is automatically included in customer documents
based on effective dates and jurisdictions. Users can also generate allcommunications in the customer’s primary language to increase satisfaction andensure compliance.
Exstream for Insurance is consistently ranked as a leader by industry analysts. It
drives customer engagement and delivers personalized communications acrosscustomer preferred channels for consistent, remarkable experiences, both online
and offline. This provides insurers with the ability to link dynamic engagements toall points in the customer journey through stronger marketing automation and digitaldelivery methods.

“Using OpenText, we’ve
reduced the volume offorms by 28 percent, andbased on business user
experiences thus far, weexpect annual savingsof 70,000 business user
hours once all of thecentralized printing iscomplete.”
Marcus Knuth
Vice President for EnterpriseTechnology Acuity

OpenText Exstream for Insurance

How it works

3/4

Why OpenText Exstream?
Keep up to date
See the demo

• #1 CCM solution in market share and enterprise deployments• Fastest production engine on the market• Re-uses content across channels for true omnichannel communications• Most integrations with leading business applications, such as ERPs (SAP, Oracle ®,Infor), CRMs (Salesforce ®) and deep content and data systems integrations withSAP Enterprise Portal, Guidewire™ and Duck Creek• Strong enterprise customer references• Large partner network• Ingests data in any format, greatly reducing document processing time
• Part of the OpenText™ Experience Suite Platform, which includes solutions forDAM, WCM and more to provide a complete, 360-degree customer experience
across all touchpoints

Easy integration with leading insurance solutions
Customers who deploy popular insurance software solutions, such as thosefrom Duck Creek Technologies and Guidewire, can use Exstream for Insurance
accelerators to promote better customer experiences with targeted, relevant andhighly personalized communications. Automate the creation, assembly and deliveryof time-sensitive communications for actionable customer responses using new
digital channels.
OpenText Consulting Services, OpenText™ Managed Services and OpenText
Learning Services support customers’ digital transformations and optimize theirinvestment in OpenText software and solutions. Passionate about customer
experience, OpenText brings together the world’s largest certified team of OpenText
solution professionals to help customers build and execute on their digital strategy.
Consulting Services include:• Professional Services• Experience advisory services• Implementation services• On-premises, cloud and hybrid managed services• User adoption services• Training (classroom, virtual, certification)• Success packages• Integration services• Modernization

opentext.com/contact
Copyright © 2021 Open Text. All Rights Reserved. Trademarks owned by Open Text.
For more information, visit: https://www.opentext.com/about/copyright-information • 06.21 | 18259EN

4/4