Newgen Insurance Spectrum

1. Newgen Software
Driving transformation through
Operational Excellence
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2. Newgen Overview
• Software Products in Business Process Management (BPM),
Investors
Enterprise Content Management (ECM) & Customer Communication
Management (CCM)
• Global footprint with 900+ ECM and BPM installations in 52
countries across Verticals
Offices
• Over 400+ customer’s in BFSI
USA
• Over 100+ mission-critical SSC processes deployments UK
UAE
• Credited with some of the world’s largest implementations
Singapore
• Innovative culture, Consistent R&D investments, 35 patents India
• Employee strength 1200+
• Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3

3. Industry Recognition
2010 BPM and 2009 & 2010 ECM MQ Reports Very Large Installations
Emerging India Award for IT, ITeS and ICE
Fastest Growing
Market Leader in DM & WF Market Leader
Innovator in ECM Innovator
Significant player in Banking Significant Player
Global Leader in BPM & DMS Global Leader
“Newgen brings strong support for content interactions within the process (due to its heritage in the
EDM market). OmniFlow is proved for large-volume, document-centric workflows. Newgen has a
good focus on and an understanding of BPM needs in emerging geographies. Newgen consultants
are well-trained in the design and architecture of solutions using Newgen's BPMS.”
Magic Quadrant for Business Process Management Suites, 2010

4. Enterprise Scale, Proven Deployments
Banking Financial Services Insurance
100+ processes
18 Financial & 2,000+ users, leaner
(e-Serve); pioneering
Accounting branches, 97 offices
work
processes across 4
20,000 checks in 4 Continents
hours; Loan Proc 200 million
700+ branches
customers, 4 billion
14,000 branches automated in 2
pages archived,
archiving 300 report years; 40,000 loans
2000 branches
types (25GB/day) per month
55 processes across 30 min consumer Claims processing
LOBs implemented loan approval in 4 through 40 low
in just 8 months countries bandwidth branches
Reports Archival for 5000 users, 300
450 branches in 22 10 yrs. Automated 9 branches, 20 million
countries, 4 core processes for documents, retrieval
languages registration time 3 sec

5. Insurance Industry Deployments
DMS Installation for archival of 200 Big Bang approach aiming at ready
million policy records, 4 billion pages platform for DMS and Workflow to
across 2000 branches start the India operations
Phased approach starting with DMS for DMS for Centralization of document
Archival of Policy dockets. Now going for intensive operations over 100 branches
Workflow. for Policy Documents
Workflow automation across 2,000+ users, Complete life cycle Management of
leaner branches, 97 offices policy documents using DMS
45% reduction in Turn around Time
Full Fledged DMS and Workflow
deployment for Motor Insurance
Enterprise DMS for Archival of Policy underwriting process.
dockets across India handling load of
20,000 per day
Enterprise wide Document Management
Deployment for Policy Dockets
Unleashing Workflow for all business
processes like New Business, Claims, Policy Automation of Motor, Household and
servicing and Customer Query Resolution Healthcare insurance Processes using
WFM Solution – WFM
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6. Insurance Automation Solutions Across LOBs
Medical Motor Marine Cargo
Customer Service Renewal of policies & related New Policy Issuance &
actions underwriting
Enrollment
New Business & underwriting
Membership Services Reinsurance Services
Auto Response to Queries &
Medical Claims Deficiencies in Proposals Claims
Renewal of policies & related Customer Query Resolution
actions Documents Management for
Fraud Tracking & Monitoring Customs
Handling Cross Promotional
Products Motor claims
Life Insurance Personal Accident
New Business & underwriting New Policy Issuance &
Underwriting
Claims
Claims
Auto Response to Queries &
Deficiencies Fraud Management & Tracking
Fraud Tracking & Monitoring
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7. Insurance – Need for Workflow
Head Office
Approval/Rejection/
New policy Excepton
Follow up
Customer Response Front Office
Corrective Action
Response BACK OFFICE
FRONT OFFICE Back Office Users
Reminder Reminder
Inspection
Reminder
Underwriting
Finance
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8. Unified Automation Framework
Content Reporting & Customer
Processing Archive
Capture Monitoring Communication
Collaborative Process Design Real Time Dashboard Unified Long Term
Leading Indicators Framework Flat Files Preservation
Spool
Designer
Execution
Record
Process Design Templates Classification
Indexing Retention &
Disposition
Distribution
Physical
People
Tracking
Customer
Business Process Management Communication Records Mgmt
Mgmt
Enterprise Content
Management

9. Document Archival & Core Sys Image-Enablement on
OmniDocsTM
Documents Archival Document Scanning
• Rights-based archival •Centralized or bulk scanning
• Policy Docs •Distributed scanning
• Claim Docs
•Web-scanning
• Underwriting Reports
• Premium notices •Off-peak upload
• Agent Commission Reports
• Remote Image Repository
Document Processing Retrieval
•Centralized indexing post •Search and retrieval of
branch scanning documents from
•Maker-Checker approvals
anywhere
Physical Documents Mgmt Core Enablement
•Lifecycle management •Associate & retrieve documents
•Tracking of documents with Core System transactions (viz
claim papers)
while in transit or storage
•Faster Query resolution
9 Documents Anytime, Anywhere

10. OmniFlow - BPM Product Suite
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11. Visibility, Accountability and Improvements
Operational Reports
Default Reports Transactional Report
Graphical & Tabular Reports
Customized Dashboards
Drill Down Reports for detailed Analysis & RCA
Analysis for Load Monitoring, Process Optimization
DASHBOARDS
BAM/
Email Alerts, Color Code Alerts & Scheduled Reports
Generation
BPO Process ManagersOperational Reports
Business Insights/
can monitor work-load Investigative Reports
KPIs
allocation
Customer’s Process Owners review Processes through
Summary Reports
Trend Analysis Reports across locations & timeline
Process Metrics like SLAs, Turnaround Times and other
KPIs can be measured
Auto escalations as per defined TATs / SLAs

12. Integration Capabilities
 Integration via Service Oriented
Architecture (SOA)
 Web Services
 Messaging Services
 API Integration
 XML API
 Java Beans
 GUI based Integration
 Custom Desktop
 Automated workstep
 Form based integration
 Terminal Emulators
 Standard Adaptors
 DMS Archive Connector
 SAP Adaptors
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13. Integration Examples
Sr. No. Customer Name Core Application Processes Automated Integration Methodology
1 Fortune 100 company, largest Ingenium: Web based New Business, Owner Web Services: Integrated
player in US Core Application Servicing and Claims desktop containing OmniFlow
Process & Ingenium
2 Premium General Player in Premia: Oracle Database Claims Processing Web Services
Singapore based Core Application
3 Purely Private Indian Life Asia: IBM DB2 New business, Servicing Table based Integration for
Company, part of Multiple database based Core and Claims Processes. fetching data from Core
Domain Business House Application Letter Generation System. OmniFlow used as the
through OmniFlow Primary Desktop by End
Users.
4 India’s No1 Life Company: eFEAP: Cobol based Core Storage, Search & Text Buffer/Flat File
Public Sector Organization Application Routing of Dockets,
Documents Generation,
Image Enabling of Core
System
5 Largest Airline of Kenya Multiple Legacy Systems Screen Scraping/Terminal
like ICARUS, Unique, Emulator
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14. 45% Reduction in Policy Servicing TATs
Challenges:
•Ambitious customer acquisition targets (LIC had the Benefits:
monopoly)
•Planning for 300-500% growth in operations in short • Policies issued within 24 hrs
time frame
•Lower costs and increased people productivity •Reduction in document handling cost
•Reduce TAT of transactions
•Adhere to strict response times defined by regulator •80% auto-work allocation
Processes Automated: •Automated Role and Group management
 New Business Acquisition
 Policy Servicing •45% reduction in Policy Servicing TAT
 Claims
“… the front-end for many of our business processes…system allows us to closely monitor
timeframes, given the substantial growth in the number of customers and rapid growth in the
number and complexity of customer requests.”
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15. Enhancing Scalability – 20,000 documents per day
Challenges Benefits
• Quick Customer Service
Easy Document Search and View
• Difficulty in searching
• Space constraint Seamless Flow and upload
• Need for an effective system Instant Access for Re-insurance
• Re-insurance cases turn around time Streamlined Processes & reduced TAT
• Curb Cost
Optimal Bandwidth Utilization
Solution Deployed
• Document Management System for all the policy documents
(handling 20,000 documents per day)
Branch Office
Policies issued uploaded on the
Branch Office
central DMS Server
Document scanned from different
locations Policies can be accessed online from
different branches
Solution Deployed
Branch Office
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