---
title: "Protective Insurance Case Study"
description: "Hyland's Alfresco platform helps Protective Insurance migrate millions of documents."
url: "https://www.hyland.com/en/customers/protective-insurance"
lang: "en"
published: "2026-09-02T19:09:18.928Z"
---

# Protective Insurance Case Study

## Protective Insurance

Insurer migrates millions of documents in its policy, billing and claims departments, making Hyland Alfresco™ its single system of record.

## The customer

Protective Insurance specializes in marketing and underwriting [insurance](/en/solutions/industries/insurance) for the transportation industry. Through its many [property and casualty insurance](/en/solutions/industries/insurance/property-casualty) 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.

## The challenge

Protective Insurance handles millions of documents in its [policy, billing and claims departments](/en/resources/articles/are-you-ready-for-the-claims-process-of-the-future). 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.

> All other systems point to Alfresco, which enables people to work in their native environments while leveraging the backend technology and benefits of the platform. The vision and key to our success is engaging our business users.

## The solution

After evaluating several solutions, Protective Insurance chose [Hyland Alfresco](/en/solutions/products/alfresco-platform)™ as its new enterprise content management solution. The company partnered with Colorado-based [Zia Consulting](/en/partners/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](/en/platform/content-management).

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.”

## The difference

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.

## You might also like:

- [From Content To Intelligence: A Spotlight On Insurance](/en/resources/analyst-reports/forrester-tlp-insurance) — This Forrester Consulting study, commissioned by Hyland, examines how insurers are advancing AI agent adoption and turning content into measurable impact.
- [Why modernization, automation and AI are key to insurance innovation](/en/resources/articles/insurance-modernization-automation-ai) — Explore key challenges, benefits and use cases for advanced technologies that can put insurers on a path to success.
- [Success stories: How Hyland helps insurers innovate and automate](/en/resources/articles/insurance-success-stories) — Explore how insurers have automated tedious tasks, increased their ROI and enhanced experiences with process and application intelligence solutions.
- [Maximizing AI’s potential in P&C claims](/en/resources/articles/ai-in-property-and-casualty-claims) — Celent analyst Nathan Golia explores how leveraging AI can be sure-fire winner as insurers look to enhance their employee and customer retention.