Pacific Life’s Retirement Solutions Division has chosen GMC Inspire to streamline and standardize internal production processes that support customer documents, including statements, confirmations of transactions and client correspondence.
The software has the ability to collect client data from multiple systems to generate personalized, relevant communications while ensuring consistent branding and automated approval processes, GMC said, and is able to import images, graphs and charts into the communications to increase the value of each communication while reducing the time and cost to produce the documents. It also offers Pacific Life the ability to reduce the number of templates needed for correspondence, thus generating saving on application maintenance expense and strain on IT.
“We are committed to providing our clients with products and solutions that will help them effectively manage their investments. The way we design and deliver our client communications is a major part of that goal,” said Brian Pead, AVP, annuities Applications, of Pacific Life’s Retirement Solutions Division. “GMC Inspire offered us the best long-term fit from a technology perspective to support this objective, as well as having the flexibility to scale to meet any future requirements our clients may have.”
