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OpenText Active Client Management
  • New Account Opening:
Quickly process applications and onboard new customers and new policies
  • Client Servicing:
Let policyholders maintain their policies online, saving time for both them and you
  • Claims Management:
Process claims faster and more consistently with smarter automation and best-practice guidance for employees
  • Business intelligence:
Track key performance indicators (KPIs) and gain insight through analytics covering each process automated
  • Automated information capture and communications:
Integrations with OpenText™ Capture Center and OpenText™ Communications Center remove paper from your processes and deliver personalized communications to customers in the right channels, and with rich interactivity
  • Audit trails:
Capture a complete audit trail of all documents and actions
  • Built on low-code development environment:
Easily configure and customize to your business with significantly less time and effort than traditional business process management platforms or off-the-shelf applications
  • Mobile support:
Serve customers in their preferred channels without investing in a separate mobile web platform