Coverys provides medical professional liability insurance and related services to healthcare providers across the United States.
When the document composition software supporting its policy-document library approached end-of-life, Coverys selected Experlogix Document Automation to modernize the environment without disrupting critical insurance operations.
- Replicate more than 300 existing policy-document templates.
- Preserve original legacy code for historical reference.
- Streamline template migration through a dedicated preview portal.
- Broaden printer support beyond the limitations of the legacy system.
- Move template management toward business users instead of specialized IT resources.
- Use familiar Microsoft Word functionality for sophisticated insurance templates.
- Complete the conversion on schedule and under budget.
- Improve document quality while minimizing professional-services costs.
Challenge
Coverys relied on document composition software to create and maintain its library of insurance policy documents. That software was nearing end-of-life, and vendor support was winding down.
Future updates, fixes, security alerts, regulatory updates, and critical patches would no longer be available. Coverys needed to replace the system and transition its policy-document operations without disrupting the business or creating a lengthy, labor-intensive migration project.
The legacy document platform was reaching the end of vendor support.
Updates, patches, security alerts, and regulatory updates would no longer be supplied.
Maintaining and patching home-built legacy systems had become increasingly costly.
Coverys needed to migrate hundreds of policy templates without disrupting critical business workflows.
Solution
Coverys established two mandatory requirements for the replacement system. First, the new environment needed to replicate more than 300 existing policy-document templates. Second, it needed to remove the printer limitations of the legacy platform.
Experlogix Document Automation's migration technology converted the legacy document logic while preserving the original code for reference.
Migration technology helped convert the existing policy-document logic into the new environment.
Original legacy code was preserved so Coverys could research previous states of policy documents.
Experlogix built a preview portal to make reviewing converted documents easier during migration.
The new platform could support the printers required by Coverys rather than restricting output to one printer brand.
Existing policy templates and their underlying logic form the starting point for migration.
Experlogix migration technology automates much of the conversion into the new system.
The custom preview portal supports review of migrated policy documents before deployment.
Coverys users gain a Microsoft Word-based environment for ongoing template creation and maintenance.
Coverys specifically wanted a modern environment that could be managed by business users rather than requiring specialized IT professionals for routine document work.
Experlogix Document Automation uses Microsoft Word as the template-authoring environment, giving the Coverys team access to familiar capabilities including sophisticated formatting and embedded tables.
Learn more about Experlogix Document Automation template design.
Result
Automatic migration played a significant role in moving Coverys from its aging document platform to the new Document Automation environment.
Experlogix completed the conversion on schedule and under budget. Coverys also reported improved document quality and minimized professional-services costs following the transition.
The new environment replicated Coverys' existing library of more than 300 policy-document templates.
The document conversion was completed within the planned project timeline.
Coverys completed the migration below the project's planned budget.
The transition produced improved document quality according to the source case study.
Automated migration helped minimize professional-services costs associated with the conversion.
The Microsoft Word-based environment reduced dependence on specialized knowledge for ongoing document management.
“I spoke to anyone who would listen about how life-changing Experlogix Document Automation is for us and how we're going to be able to get so much done this year because we will no longer have to spend hours and hours generating files.”
Coverys demonstrates how insurers can modernize business-critical document infrastructure without treating every template migration as a manual redevelopment project.
See how Coverys migrated more than 300 insurance policy templates to a modern Document Automation environment while improving document quality and reducing the burden of legacy-system maintenance.
