In today's digital-first world, customer expectations are evolving rapidly. Yet many Canadian enterprises remain tethered to outdated, fragmented communication systems, manual workflows, siloed tools, and disconnected platforms that limit visibility, agility, and customer engagement.

A Real-World Challenge: Complexity Meets Compliance

One of Canada's largest insurance companies faced this reality head-on. With millions of federally and provincially mandated Additional Interest Letters (AILs) mailed annually, the insurer was incurring substantial costs for printing and postage, while operational inefficiencies and compliance risks mounted. Manual handling increased the risk of errors, and the environmental toll of paper-based processes was significant.

These pain points are familiar across financial services, insurance, and utilities:

• High operational costs from paper, postage, and manual processing
• Compliance pressures demanding timely, accurate communications
• Fragmented legacy systems slowing workflows and introducing risk
• Sustainability goals clashing with paper-heavy processes

As Ivan Welsh, Head of Product Strategy & Development at Symcor, explains:
"We're seeing organizations trying to stitch together legacy systems for email, print, and portals, each with its own limitations. But the real opportunity lies in embracing a unified, digital-first approach that prioritizes customer experience, compliance, and operational efficiency."

The Solution: Policy Assist Central Powered by COR.CCX

To modernize and streamline communications, the insurer partnered with Symcor to implement Policy Assist Central, powered by the COR.CCX platform. This innovative solution delivered:

• Digital-first transmission: Secure, real-time document access for lenders via Symcor’s portal
• Automated processing: Eliminating manual handling, reducing errors, and freeing up internal teams
• Flexible delivery: Seamless print and mail support for lenders not yet onboarded digitally
• Auditability and insight: Built-in reporting for transparency, traceability, and structured risk management

A Senior Manager of Digitization, Automation & Workflow at the insurer shared:
"Policy Assist has modernized the transmission of regulatory documentation between insurers and interested parties, which has accelerated the way we work, optimized efficiencies across several operational teams while significantly reducing our print expenses—and certainly saving a lot of trees!"

Beyond the Basics: COR.CCX Platform Capabilities

COR.CCX isn’t just a print management tool. It’s a centralized digital communications platform designed for the future. Key features include:

• Self-Serve Composition: Empower teams to launch communications faster with intuitive templates and pre-approved content modules
• Digital Workflows: Streamline reviews and approvals with multi-stakeholder collaboration tools
• E-Presentment & Email Notifications: Reach customers through their preferred channels with instant digital access and alerts
• Data-Driven Personalization: Create responsive documents tailored to customer data, dynamically generated for relevance and accuracy
• Usage Analytics: Gain insights into how customers interact with digital statements and communications
• Secure Archival & Access: Leverage one of Canada’s largest digital archives with customizable retention and eVault Central for audit-ready compliance

With Canadian data residency and a security-first design, COR.CCX meets the most stringent privacy and compliance standards. A seven-layer security framework ensures data integrity from ingestion through delivery and archival, all hosted within secure, Canadian-based facilities.

Results That Matter

The impact for the insurer was immediate and measurable:

• 50%+ cost savings through electronic delivery
• 220,000 AILs processed digitally, eliminating 460,000 printed pages
• Millions of pages expected to be removed from circulation by 2030, supporting sustainability goals

Ivan Welsh adds:
"We’re enabling digital transformation without compromise. From encrypted document exchange to multi-format archival, COR.CCX helps organizations earn and keep customer trust."

Built for Scale and Future Growth

Whether sending millions of e-statements or providing accessible formats, COR.CCX scales with your needs. It also supports B2B digital document exchange through Policy Assist Central and is continuously evolving to offer enhanced digital capabilities like document bundling and advanced usage tracking.

Ready to transform your communications strategy?

Discover how COR.CCX can help you reduce risk, increase agility, and meet your customers wherever they are.