Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10

Industry: Insurance   Size: 100k+ Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management)

Primary Business Goals: Modernize legacy systems,Improve customer experience,Meet compliance/regulatory requirements,Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: SmartCOMM has met all of our initial requirements and we’re now looking for new ways to leverage it for an increased value.

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Too early to tell

Operational Improvements Include: Reduced IT or support effort, Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? No change

How likely will you be to purchase more software from Smart Communications? Highly likely

Date Live: 09/30/2016

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America,Europe, Middle East & Africa

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 9
Industry: Insurance   Size: 5 – 10k Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management)

Primary Business Goals: Modernize legacy systems,Improve customer experience,Reduce IT dependency and process management costs,Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Since implementing the platform, we’ve significantly reduced IT dependencies when creating and managing interactive, dynamic documents. This has empowered our business teams to move faster and operate more independently without sacrificing quality or control.

Additionally, Smart Communications has played a key role in improving our speed to market. We’re able to design, update, and deploy customer communications much more efficiently, which has had a direct impact on both customer experience and internal agility.

From a compliance perspective, turnaround times have also improved considerably. The ability to quickly make updates and ensure accuracy has streamlined our review processes and reduced risk.

Overall, Smart Communications has delivered meaningful improvements across our document management lifecycle, helping us become more responsive, efficient, and compliant.

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Made customer interactions easier to complete,Increased completion rates for digital forms or processes

Operational Improvements Include: Faster deployment and updates,Reduced IT or support effort,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Accelerated digital adoption among customers or employees,Enabled secure self-service and e-signatures

How likely will you be to purchase more software from Smart Communications? Somewhat likely (we’ll shop around)

Date Live: 08/01/2019

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): 

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10
Industry: Financial Services   Size: 20 – 50k Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management),SmartIQ (Forms / Data Capture)

Primary Business Goals: Modernize legacy systems,Improve customer experience

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Improved client experience

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Increased completion rates for digital forms or processes

Operational Improvements Include: Fewer people needed to manage communications,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Enabled secure self-service and e-signatures

How likely will you be to purchase more software from Smart Communications? Highly likely

Date Live: 04/17/2022

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America,Asia Pacific & Japan,Europe, Middle East & Africa,South Asia

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 9
Industry: Financial Services   Size: 5 – 10k Employees

Smart Communications Products utilized: SmartIQ (Forms / Data Capture)

Primary Business Goals: Modernize legacy systems,Improve customer experience,Go paperless,Reduce IT dependency and process management costs,Meet compliance/regulatory requirements

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Amazing impact- between the ability to self service and the ease of use of SmartIQ we’ve seen projects completed sooner and achieved goals faster that we are able to accomplish more.

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Made customer interactions easier to complete,Reduced customer effort or confusion,Increased completion rates for digital forms or processes

Operational Improvements Include: Faster deployment and updates,Fewer system integrations required,Reduced IT or support effort,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Increased confidence in compliance and security,Accelerated digital adoption among customers or employees,Enabled secure self-service and e-signatures

How likely will you be to purchase more software from Smart Communications? Likely

Date Live: 07/17/2021

Implementation time (v. expectations): 1.5x the time we expected

Implementation cost (v. expectations): Less than we budgeted!

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10

Industry: Financial Services   Size: 10 – 20k Employees

Smart Communications Products utilized: SmartIQ (Forms / Data Capture)

Primary Business Goals: Modernize legacy systems,Improve customer experience, Go paperless, Meet compliance/regulatory requirements,Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? Somewhat. We got some of the value expected.

The impact Smart Communications has had on our business: Understanding the roadmap and also the current customer base and listening to customer stories and how the journey with SMART Comm has been was really great to back and look at how we can ho back and incorporate

Estimated Savings with Smart Communications: Up to $100K

How Smart Communications impacted our customer experience: Made customer interactions easier to complete,Reduced customer effort or confusion,Increased completion rates for digital forms or processes

Operational Improvements Include: Fewer people needed to manage communications,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Enabled secure self-service and e-signatures

How likely will you be to purchase more software from Smart Communications? Likely

Date Live: 04/17/2024

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): Less than we budgeted!

Regions in scope: North America,Asia Pacific & Japan,Europe, Middle East & Africa

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10/10
Industry: Insurance   Size: 0 – 1,000 Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management)

Primary Business Goals: Modernize legacy systems,Improve customer experience,Reduce IT dependency and process management costs,Meet compliance/regulatory requirements,Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Help modernized our document delivery services to our clients

Estimated Savings with Smart Communications: Between $100-500K

How Smart Communications impacted our customer experience: Made customer interactions easier to complete

Operational Improvements Include: Faster deployment and updates,Fewer system integrations required,Reduced IT or support effort,Fewer people needed to manage communications,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Increased confidence in compliance and security

How likely will you be to purchase more software from Smart Communications? Highly likely

Date Live: 03/01/2023

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 8
Industry: Financial Services   Size: 0 – 1,000 Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management)

Primary Business Goals: Modernize legacy systems, Meet compliance/regulatory requirements

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Improved client experience

Estimated Savings with Smart Communications: Up to $100K

How Smart Communications impacted our customer experience: Increased completion rates for digital forms or processes

Operational Improvements Include: Faster deployment and updates, Fewer people needed to manage communications

How has Smart Communications influenced your compliance, security, or digital adoption?: Increased confidence in compliance and security

How likely will you be to purchase more software from Smart Communications?: Somewhat likely (we’ll shop around)

Date Live: 08/01/2018

Implementation time (v. expectations): 1.25x the time we expected

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 9
Industry: Insurance   Size: 1 – 5k Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management),SmartIQ (Forms / Data Capture)

Primary Business Goals: Modernize legacy systems,Improve customer experience, Reduce IT dependency and process management costs, Meet compliance/regulatory requirements, Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? I’m not sure.

The impact Smart Communications has had on our business: SmartComm has been implemented for our Claims interactive letters for a while and that seems to working well. We are in the process of expanding the usage of SmartComm to other business units and adding a batch print component.

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Too early to tell

Operational Improvements Include: No measurable change yet

How has Smart Communications influenced your compliance, security, or digital adoption? No change

How likely will you be to purchase more software from Smart Communications? Likely

Date Live: 01/07/2023

Implementation time (v. expectations): Right on schedule!

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10
Industry: Insurance   Size: 0 – 1,000 Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management),SmartIQ (Forms / Data Capture)

Primary Business Goals: Improve customer experience,Improve speed/time-to-market for new communications

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Yes

Estimated Savings with Smart Communications: Between $1-5M

How Smart Communications impacted our customer experience: Reduced customer effort or confusion,Increased completion rates for digital forms or processes

Operational Improvements Include: Faster deployment and updates,Fewer system integrations required,Reduced IT or support effort,Fewer people needed to manage communications,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Increased confidence in compliance and security,Accelerated digital adoption among customers or employees

How likely will you be to purchase more software from Smart Communications? Likely

Date Live: 06/07/2023

Implementation time (v. expectations): Less than the time we expected!

Implementation cost (v. expectations): Exactly what we budgeted

Regions in scope: North America

Based on your overall experience with Smart Communications, how likely are you to recommend them to a friend or colleague? 10
Industry: Insurance   Size: 0 – 1,000 Employees

Smart Communications Products utilized: SmartCOMM (Customer Communications Management),SmartIQ (Forms / Data Capture)

Primary Business Goals: Improve customer experience,Go paperless

Did your organization receive the business value from this project that you expected? Yes. We got the full value expected.

The impact Smart Communications has had on our business: Yes – Mountain West Farm Bureau has achieved many goals working alongside Smart Comm

Estimated Savings with Smart Communications: I’m not sure

How Smart Communications impacted our customer experience: Made customer interactions easier to complete,Reduced customer effort or confusion

Operational Improvements Include: Faster deployment and updates,Fewer system integrations required,Reduced IT or support effort,Fewer people needed to manage communications,Improved scalability / automation

How has Smart Communications influenced your compliance, security, or digital adoption? Increased confidence in compliance and security,Improved data governance and auditability,Accelerated digital adoption among customers or employees,Enabled secure self-service and e-signatures

How likely will you be to purchase more software from Smart Communications? Highly likely

Date Live: 01/31/2022

Implementation time (v. expectations): Less than the time we expected!

Implementation cost (v. expectations): Less than we budgeted!

Regions in scope: North America