Data-driven documents are efficient. They are more relevant to the intended audience than generalized communications. They are straightforward, less wordy, use less paper, and reduce an organization’s inventory of document templates. The trade-off is that they require more thought, coordination, and planning to develop. Essential parts of the documents rely on the availability and accuracy
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In recent years, companies that create transactional documents or direct mail have experienced a significant transformation driven by technological advancements, workflow automation, market dynamics, and evolving consumer preferences. As we look ahead to 2025 and beyond, several key trends will shape the customer communication management (CCM) landscape. In 2025, many technologies will be at least
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Most often, documents like bills or statements recognize us as individuals only to the extent of including details about the transactions. Of course, these documents are personalized–they include our charges, purchases, payment amounts, consumption, or other information related to our relationship with a company. But do they really make customers feel seen, understood, and valued? Not usually. A personal
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Switching corporate document composition solutions can be a bigger project than many organizations anticipate. You don’t realize how many documents your company relies on until you start making plans to migrate them to a new system. As a result of their document migration project, many organizations uncover document processes taken by employees that were previously
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Few business activities are as dynamic and affect more functional areas of an organization than document composition. Marketing, policy, customer service documents, and boilerplate text are constantly changing, reacting to market forces, changes in law, and internal policy updates. Document content reaches every corner of the organization. It must be available to all employees responsible
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As document industry experts, we’ve seen the revolutionary impact intelligent documents can have on organizations. These aren’t just ordinary pages; they’re dynamic tools driven by data. Intelligent documents empower your knowledgeable employees to craft data-driven communications without the hassle of maintaining countless document templates. Powerful tools like DocOrigin and Business Communications Center make your documents
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Insurance companies run on printed and digital documents. Companies use documents in sales, billing, policy documentation, underwriting, correspondence, claims processing, and more. They are foundational to communication between the company, employees, agents, and policyholders. Today, we will highlight the crucial role of Customer Communications Management (CCM) in the insurance industry. Insurance, like health care and
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Document composition is a pivotal part of business operations, and its efficiency can either propel or hinder your day-to-day activities. The pitfalls of inefficient document management, include non-compliance, manual updating, and unnecessary printing. A cutting-edge solution like DocOrigin can revolutionize your workflow—adopting DocOrigin results in improvements in efficiency, cost reduction, risk mitigation, and enhanced customer
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All invoices are data-driven. However, companies rarely interpret the variable data value or use it to control how the invoice looks and what it contains beyond pure financial and purchase history information. Using data that is already available, how can organizations customize invoices so they can serve multiple purposes? Customizations can improve the customer experience
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