Protective Insurance

Protective Insurance specializes in marketing and underwriting insurance for the transportation industry. Through its many property and casualty insurance companies and brokerage firms, the company accepts risks covering more than a dozen different specialty products and services and provides brokerage services for all kinds of risk.

Protective Insurance handles millions of documents in its policy, billing and claims departments. The company needed a new system for document capture and imaging and a seamless way to migrate all of its content into a single core application that was both easy to use and collaborative.

Protective Insurance’s imaging platform had been acquired and discontinued by Oracle, which did not have a migration path for the company to transfer content to a new product.

After evaluating several solutions, Protective Insurance chose Hyland Alfresco™ as its new enterprise content management solution. The company partnered with Colorado-based Zia Consulting to help migrate all content from Oracle to Alfresco.

Zia then spent the next 30 days learning the business of Protective Insurance both remotely and onsite. It also spent time talking to internal users of the platform about their content management needs.

Ryan McVeigh, VP of ECM Solutions and Sales at Zia, said, “Through our Initial Consulting Engagement (ICE), we delved into how their daily operations worked so that we could create a customized solution. Because of our ability to understand how the system needed to work, we were able to increase user adoption, making the whole solution function properly and give them great results.”

Today, Protective Insurance is migrating its claims library to Alfresco. The migration process has also begun for the company’s other primary lines of business, with Alfresco as the single system of record.