Policies & Contracts

Simplify the complexity at every state of your policies & contract communications process.

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In Financial Services, accuracy and compliance are critical for policy and contract communications, often creating a process that’s slow and labor intensive. Toppan Merrill Connect™ (“Connect”) focuses on transparency, configuration and automation, so you can make changes to policies in minutes, not days.

 

  • Streamline communications
  • Complete transparency
  • Distribute across channels

Process

Our solution focuses on streamlining configuration and automation, facilitating real time policy changes such as rider or insert additions, and ensuring contracts and policies are always up to date and compliant.

Create

Manage

Produce

Distribute

Process

Our solution focuses on streamlining configuration and automation, facilitating real time policy changes such as rider or insert additions, and ensuring contracts and policies are always up to date and compliant.

Create

Manage

Produce

Distribute

Create

Toppan Merrill Connect Control Center simplifies policy and contract communications, laying the groundwork for greater efficiency.

  • Automate file management and receipt to streamline data ingestion and normalization
  • Edit content, with flexibility and control

Create

Toppan Merrill Connect Control Center simplifies policy and contract communications, laying the groundwork for greater efficiency.

  • Automate file management and receipt to streamline data ingestion and normalization

Manage

Make changes globally across documents, reducing not only the amount of work required to make changes but greatly limiting opportunities for errors. Develop contracts and policies for all states at once and go live as each state provides approval.

 

  • Global revisions support increased accuracy with less work
  • Proactive configurations and approvals
  • Faster speed to market

Produce

State-of-the-art digital presses and inline finishing enable us to meet the changing needs of our clients with maximum efficiency. Meanwhile 2D barcodes and inline camera verification provide full production transparency and audit ready reporting.

 

  • Maintain compliance for SLAs and the T+2 rule with an integrated workflow
  • Utilize revision history with timestamps for compliance and oversight

Produce

State-of-the-art digital presses and inline finishing enable us to meet the changing needs of our clients with maximum efficiency. Meanwhile 2D barcodes and inline camera verification provide full production transparency and audit ready reporting.

 

  • Maintain compliance for SLAs and the T+2 rule with an integrated workflow
  • Utilize revision history with timestamps for compliance and oversight

Distribute

Move at the pace of your investors’ and stakeholders’ expectations with Connect’s end-to-end platform that enables omni-channel delivery for policies and contracts. Interactive microsites provide secure access to policy information, while electronic delivery with bounce to print functionality ensures consistent delivery.

 

  • Collect consent for electronic delivery across communications and delivery methods
  • Ensure every user receives important documents with bounce to print functionality that kicks in when electronic messages aren’t delivered successfully

TECHNOLOGY

TOPPAN MERRILL

ConnectTM

Our innovative single-source platform, Connect, facilitates seamless transitions from electronic to print communications, with flexible adaptation to ever-changing regulations, markets and client needs. Leverage omni-channel solutions for customer acquisition, customer communication and sales enablement, all with one easy-to-use platform for content management, engagement and distribution. Save time, stay organized and ensure compliance with Connect.

 

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Contact Us

Request a Demo or Call

Americas: 800.688.4400
APAC: +852.2877.8773
EMEA: +44 20.7422.6100
info@toppanmerrill.com