“There are so many variations and complexity of content use across the insurance guides. Objective Keystone allows us to manage the content better, more efficiently with less errors.”

The acquisition of MLC & Plum Insurance by Insignia Financial Group placed business pressure on the Disclosure Governance team to produce hundreds of documents often several times a year on very aggressive timelines. Their old process was regarded as quite antiquated regarding the singular production of documents which often allowed for human error, inconsistencies, and a lack of technical accuracy.

The scale of Insignia Financials' insurance disclosure environment is significant:

• 89 insurance guides in market
• 24 reusable master document structures
• More than 20,000 managed content items
• Hundreds of associated data points

Insignia Financial Group joined over 35 leading brands using Objective Keystone as their disclosure management software. Objective Keystone helps MLC & Plum Insurance to manage complex content more accurately and consistently while reducing disclosure risk.

With Objective Keystone, Insignia Financial has achieved:

• A 50% reduction in its overall disclosure process
• More accurate and consistent insurance content
• Faster creation and updating of insurance guides
• Reduced manual data entry and document production
• In-house publishing without external design-agency delays
• Easier content reuse across products and documents
• More controlled stakeholder review and verification
• Greater visibility across hundreds of disclosure documents

"If it didn't exist tomorrow, there would be much higher risk in content management and technical accuracy. It would be really difficult for the team to manage the nuances of the content. Keystone can't go anywhere!"

Julie Mullen, Senior Consultant, Communications, Insignia Financial Group

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