How Conga Composer helped Allianz Care get time back to build key customer relationships
As an insurance company, Allianz Care produces a lot of documentation. Manual, cumbersome processes were slowing them down and taking time away from value-added tasks.
Using Conga Composer, Allianz Care can now extract their Salesforce data to create comprehensive documents. Enhancing their tools saved them money and time, allowing them to reallocate resources and build better customer relationships.
We automate your documentation needs so you can focus on serving your customers
Eliminate manual paperwork
Streamline and automate your account applications, agreement routing, and signature approvals.
Reduce timely tasks
Automatically create and route client forms and documents from data and workflows within your CRM system.
Eliminate costly errors
Deliver complicated financial forms, contracts, and documents in record time and with fewer errors.
Compliant, secure, and private
Maintain audit trails, encrypt documents and secure transactions with Conga’s ISO/IEC27001-2005 and TRUSTe suite.
Once we saw what [Conga] could do, there wasn’t any need to look elsewhereNancy WeflerVice PresidentMount Yale Capital Group
...Without Conga’s ability to automate essential document creation, updating, and delivery, we’d have to hire a part-time employee to do it all manually and it would be difficult to run our business effectively and efficiently.Jason GabrieliFinancial AdvisorHFM Investment Advisors
A buyer's guide: choosing the right software
Document automation can transform the way you do business, so it’s important to find the tool best suited for your organization’s needs.
See how Conga Composer helps automate key business documents, reduce manual work, and improve data quality to give you time back for strengthening your brand and building relationships.
Get a demo
See how Conga Composer can transform your organization into a more nimble, productive, and profitable engine.