Customer case

How If P&C Insurance’s Industrial Business Area improves accessibility and document quality

  • Industry: Insurance
  • Location: 11 countries
  • Number of employees: 6,500
About If P&C Insurance Ltd

If P&C Insurance’s compliance priorities

If P&C Insurance Ltd is a leading property and casualty insurer in the Nordic and Baltic regions with approximately 6,500 employees in 11 countries. If has over 3.7 million customers, including both private individuals and large corporations. They place an emphasis on continually improving their operations across all areas. Industrial is one If’s three business areas, with offices in 8 countries.

The insurance industry is highly regulated, meaning IF's employees need constant access to compliant best-practice information when creating documents and presentations. These must be accessible to all employees across all locations. IF was facing difficulties due to employees making their own document templates with images they found on the internet and save them on their individual computers. Different countries had different preferences for how documents should look, which didn’t necessarily follow the company’s visual identity and guidelines.


How IF ensure document compliance

IF implemented a solution providing a central place for employees in all offices to find up-to-date document and presentation templates. The Marketing department provides employees with access to common templates for several types of documents, which can then easily be adapted to country or employee-specific needs. There is now one common storage place for all templates and content, which everyone can access. All employees know where to look when creating documents, and have realized the benefits and request for new content to be uploaded all the time.

Document branding used to be a tedious process. Some documents, such as insurance terms and conditions, had to be sent to external production agencies which would brand them. Afterwards, documents were sent back to the employees in PDF format, meaning any update to the document would trigger the entire process again. Even the insurance terms and conditions documents which previously had to be sent to external agencies to be accurately branded, can now be created internally. These can now be updated internally and rolled out to all offices immediately. Employees also have easy access to company approved digital assets, such as images. It’s easy to attach images to the ready-made placeholders in different Word and PowerPoint templates.

Employees in the business area Industrial can now create the documents they need much faster, and the documents follow the company’s visual guidelines, regardless of country or unit. Being able to easily and quickly create documents and presentations means employees can concentrate on other, maybe more important, tasks. This is even true for Marketing Project Managers, who only need to update document text in one place, rather than copy and pasting across multiple areas.

The greatest overall benefit of using Templafy has definitely been the improved quality of our documents, both visually and content-wise. The other major benefit has been how much time we have saved, not only me, but every employee. Being able to easily and quickly create documents and presentations means employees can concentrate on other, maybe more important, tasks. And time is money, right?

Anna Andersson-Solja
Marketing Project Manager, Business Area Industrial, If P&C Insurance

More customer stories

See how Templafy is helping companies around the world work smarter with business documents.

Watch Templafy in action and get a high-level overview of Templafy's content enablement platform with this 3-minute product tour.

Sign up now and get a personalized demonstration of Templafy tailored to your specific needs.