To automate policy document creation, maintain accuracy across 46 states and streamline regulatory filings, Minnetonka, Minn.-based employee benefits provider KMG America ($770 million in total assets) and its wholly owned subsidiary, Kanawha Insurance Co. (Lancaster, S.C.), chose InSystems' (Ontario) Calligo Document Services. The automated document assembly system will replace a highly manual policy production system that KMG America installed 20 years ago, according to Pamela Gillespie, KMG second vice president and chief compliance officer. "We needed a system that would create certificates and policies on the fly," she explains.
The InSystems solution includes InSystems Writer, a program that runs with Microsoft Word to automatically create state-specific filing documents and policy issuance templates on a master document. KMG purchased a license for the product suite in June 2005. Currently, InSystems is collaborating with KMG America's IT staff to implement the system. Once installed, Gillespie says, the system will help create and file documents that suit each state's requirements. "We're focused on the integrity of our documents and making sure they comply with state laws," Gillespie relates. "An automated document assembly system will give us that assurance." --M.W.