Customized PDF Portfolio Generation
Reliance Standard is a leading life insurance company that specializes in innovative and flexible employee benefits, including disability income and group term life insurance. Reliance Standard was spending an unnecessary amount of time and resources composing portfolios of fixed-rate annuity products and employee benefits solutions for potential clients. Technigent saw an opportunity in Reliance Standard’s business workflow to save time by building an application that automatically composed PDF portfolios based on user input. The resulting application greatly reduced the time required for
Reliance Standard to compose and send client portfolio PDFs by enabling them to make a few selections in one form and, in one click, create the personalized client portfolio and send it to the potential client.