Program provides self-service capabilities


Our client is a holding company for a large insurance company that underwrites workers’ compensation policies in more than 40 states. They have 1,500 independent agents who represent their insurance products.

Over the years our client has found that they can help their customers and agents reduce claims by providing educational material, videos and training on safety-related topics. They created three different Web sites—one for each segment based on the type of material that was required by each—providing workers’ compensation fulfillment documents to their agencies, policy holders and employees. After managing in this fashion for some time, they needed to find a way to gain more efficiency in managing their Resource Library and provide more self-service capabilities to their user community.


Curtis 1000 offered the technology solution that they needed to address the questions of increasing efficiency and providing more self-service capabilities. Our CurtisDirect application provided the next generation of catalog and fulfillment management, personalization capabilities, shopping cart features, user account management services and administrative tools that were critical in this account.


By using CurtisDirect, our client was able to eliminate three different Web sites and combine all 650 fulfillment-related items into one catalog. This also allowed them to reassign Web site resources that were previously managing catalog products across three sites. The IT department also simplified their support processes, while internal employees were provided with a more streamlined approach for supporting agencies and policy holders.

Our client also realized benefits by providing different custom-branded landing pages for each of the three segments, a more robust product tagging and search feature, online training video delivery, single sign-on from their intranet solution, order tracking with UPS shipping updates, and order and shipping email confirmations.

The client reduced costs and became faster and more efficient in the delivery of their materials.