Accounts96
Contacts1493
Tier 145
Active312
Connected35
Sequences1492
Protected115
Bounced31
Campaign Performance
Campaign
Sent
Open rate
Replies
Bounced
Active
Done
MHC_INSURANCE_v1
ACTIVE
192
17.2%
0
26 (13.5%)
108
73
MHC_HEALTHCARE_v1
ACTIVE
126
11.1%
0
9 (7.1%)
40
78
MHC_FINSERV_v1
DRAFTED
0
—
0
0 (—)
0
0
LinkedIn connected: 35
Invites pending: 181
Opted-out: 115
Bounced: 31
Refreshed 11 Jun 2026 17:18 UTC
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AmeriLife
amerilife.com
· insurance
· Clearwater, US
Provider of life and health insurance, annuities, and retirement planning solutions for pre-retirees and retirees.
“Helping people live longer, healthier lives.”
AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as the leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solution…
LinkedIn headcount: 1,488
Corroborated by internal LinkedIn intelligence identifying Christopher Lott as a Senior Business System Analyst associated with PlanetPress technology at the firm.
LLM classification: Insurance HIGH
Tier 1 score 100
Chris
⭐ PlanetPress
1001_5000 employees · 1b_plus
Technology & Competitors
PlanetPress ⭐
MEDIUM
HG Insights
Salesforce
HG Insights
Strategic Initiatives
- Expansion of wealth distribution platform through strategic acquisitions of advisory firms.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Life, Health, and Annuities
Awareness: stage_2
Scale: mid — Clients served 400,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- Leadership Change: Appointed Todd Buchanan as President & CEO of Crump Life Insurance Services (Affiliate)
- Hiring: Active recruitment for Senior Business System Analyst and Senior Director
- Agency Operations Center of Excellence
- M&A: Continued aggressive acquisition strategy with over 65 affiliates added since 2020 including TruChoice Financial Group
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: PlanetPress
All vendors: PlanetPress
False
Contacts (8)
active: 7 completed: 1
7 active · 1 🔗
Saurav Sen
VP, Enterprise Data & AI Platforms
engineering · vp
active
primary
🔗 connected
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: enterprise data & AI transformation
Hooks: your recent transition to AmeriLife as VP of Enterprise Data & AI Platforms, your mandate to build a resilient, AI-ready foundation and architect the enterprise intelligence backbone, the scale of AmeriLife's 300,000+ agents and $18B in annuity production requiring a structured layer of meaning
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AmeriLife document layer
Hi Saurav,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise data and AI platforms at AmeriLife, I wanted to ask something that comes up a lot with teams like yours. With the PlanetPress end-of-life announcement, has your team started evaluating what replaces it, or is that still in the planning stage?<br><br>Where we usually see this become a real problem is when the document production layer becomes a blocker for broader modernization work. If your AI and data initiatives are moving forward but the composition layer still depends on a platform that's being sunset, that friction shows up fast, especially when you're also integrating acquired advisory firms with their own document environments.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see how we can help get that layer off your critical path. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress (All=EOL deadline)
Hi Saurav,<br><br>Following up on what I sent about the document platform piece.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see is consistent: the insurer moves to MHC, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a team running an enterprise AI and data transformation, that matters more than it might seem. If your document composition layer still requires developer involvement for every template update, it becomes one more dependency sitting between your data platform investments and actual customer output. With AmeriLife's acquisition pace, you're also inheriting document environments that need to be consolidated, not just migrated.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate alternatives to OL Connect to avoid legacy blocking AI/DT roadmap
Subject: One last thing, Saurav
Hi Saurav,<br><br>Sent you a couple of notes about the document platform situation at AmeriLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your AI and data roadmap, feel free to reach out.
Proof: T2_metric|Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Saurav, good to be connected.
Sent you a few notes over email about the PlanetPress end-of-life question. At MHC we help insurers move template ownership off IT and onto the business side when a platform like that reaches end of support. Guardian, Allstate, and Intact have all gone through that transition with us, and we've worked with 25+ carriers on the same problem.
Given your role across data and architecture at AmeriLife, figured LinkedIn might be a better place to land.
Happy to reconnect here if the timing ever works.
Chris
Sulabh Srivastava
Chief Information Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: strategic_transformation_alignment
Hooks: your recent transition from Acrisure to AmeriLife as CIO, the goal of unifying an agile platform across 65+ newly added affiliates, leveraging AI and automation to streamline the technology organization
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AmeriLife + document infrastructure
Hi Sulabh,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at AmeriLife, I wanted to ask about something that keeps coming up with insurance organizations right now. With PlanetPress moving toward end of life, has your team started evaluating what comes next, or is that conversation still in early stages?<br><br>The reason I ask is that a lot of IT leaders in your position are getting pitched the vendor's own upgrade path as the default move. That's not always the wrong call, but it's worth knowing what else is out there before the decision gets made.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit, even if just to give you another data point for the evaluation. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: All=EOL deadline (vendor sunset)
Hi Sulabh,<br><br>Following up on what I sent about the PlanetPress sunset piece.<br><br>I want to be straightforward: we don't have a single insurance case study with a specific metric I can drop in here. What I can tell you is the pattern across Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a company like AmeriLife, especially as you're expanding through acquisitions, that matters. Every new advisory firm you bring in likely has its own document outputs. Reconciling those across a legacy composition tool is slow work. On MHC NorthStar CCM, your compliance and ops teams handle changes directly, with controls in place, rather than waiting on a developer who knows the system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One more thing, Sulabh
Hi Sulabh,<br><br>Sent you a couple of notes about the PlanetPress situation at AmeriLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't a priority right now, no problem. Feel free to reach out whenever it makes sense.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Sulabh, appreciated you connecting.
Sent you a few emails recently around the platform end-of-life question I raised. At MHC we help insurers move template ownership off IT and to the business side when a vendor sunset forces a platform decision anyway.
Worth mentioning that carriers like Allstate and Acuity have gone through this same transition. The migration piece tends to move faster than most CIOs expect once the business case is already made by the sunset itself.
Worth a quick conversation to see if any of this is relevant?
Chris
Khaled Ziadeh
Vice President, Digital Customer Experience
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and recent executive leadership shifts
Hooks: Current use of PlanetPress for beneficiary notices and annual statements, Todd Buchanan's recent appointment as President/CEO of Crump Life (affiliate), Role managing digital customer experience and technology implementation for AmeriLife's 65+ affiliates
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL deadline creates a hard modernization timeline for legacy policy documents.
—
Reframe: Don't just default to OL Connect; assess if business users can handle template changes themselves to avoid IT bottlenecks.
Subject: —
—
Proof: MHC helps insurers like Guardian and Allstate manage complex communications across hundreds of templates while reducing document costs. · Asset: ULTIMA1.PDF
—
Rhonda Fenner
Senior Vice President, Operations & Transformation
operations · vp
active
primary
– none
champion
seq 20
step 1/3
📋 UNLOCK1.PDF
Angle: strategic operations transformation
Hooks: your focus on integrating technology with core process improvements to enhance agent onboarding, leading AmeriLife's aggressive growth strategy and multi-system conversion projects, overseeing 200,000+ agents and dozens of marketing organizations across life and health lines
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AmeriLife + document platform timing
Hi Rhonda,<br><br>Chris here from MHC Automation.<br><br>Given your role leading operations and transformation at AmeriLife, I wanted to ask about something that's come up a lot lately with insurance organizations your size. With Quadient sunsetting PlanetPress, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask: a lot of ops leaders we talk to are getting pressure to move fast, but the default path is just upgrading to OL Connect. That's the path of least resistance, but it's also a chance to step back and ask whether the next platform gives the business side more control over document changes, or just recreates the same IT dependency in a newer wrapper.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help you use this transition as a real step forward for your document operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset)
Hi Rhonda,<br><br>Following up on what I sent about the PlanetPress transition.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and the wait for IT to make a document change disappears.<br><br>With AmeriLife expanding through acquisitions, that matters more than it might have a year ago. Every new advisory firm you bring in likely has its own document outputs, its own templates, its own compliance language. Reconciling all of that through a system only a developer can touch is going to slow down the integration work your team is already doing.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives for better self-service
Subject: One last thing, Rhonda
Hi Rhonda,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during your transformation work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility · Asset: UNLOCK1.PDF
Rhonda, glad you connected. I sent a few emails recently about the PlanetPress sunset and figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off IT and onto the business side, so teams aren't waiting on developer queues every time something needs to change. Guardian and Allstate are both running on MHC now, along with 25+ other carriers who've made the same move.
Worth a quick conversation to see if any of this is relevant?
Chris
Wendy Clausz
Senior Director Operations and Transformation
operations · director
active
primary
– none
champion
seq 20
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL timeline + transformation leadership
Hooks: Relentless pursuit of a better tomorrow (LI headline), Lean Six Sigma Black Belt expertise in process improvement, AmeriLife's aggressive acquisition strategy adding 65+ affiliates
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at AmeriLife
Hi Wendy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading operations and transformation at AmeriLife, I wanted to ask about something that's come up a lot lately. With PlanetPress heading toward end-of-life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask is that most teams in your position are weighing two paths right now. The default is to move to OL Connect, which is the vendor's own upgrade path. The risk is you carry forward the same limitations, just on a newer platform. Developer-dependent template changes, IT as the bottleneck for anything compliance or ops needs to update.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a better path for your team. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: All=EOL deadline (vendor sunset). PlanetPress users face a hard stop, and default migrations to OL Connect often carry forward the same legacy limitations.
Hi Wendy,<br><br>Following up on what I sent about the PlanetPress sunset.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern we see consistently is that once an insurer moves over, the compliance and ops teams start managing template changes directly. The wait for a developer to touch a document disappears.<br><br>That matters especially when a regulatory change hits and policy notices or renewal communications have to go out accurately, fast, across your full book of business. With your distribution scale, that change process needs to move without a ticket queue in the middle of it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just move legacy debt to the next version; evaluate how business users can take ownership of policy and welcome kit changes without the IT bottleneck.
Subject: One last thing, Wendy
Hi Wendy,<br><br>Sent you a couple of notes about the PlanetPress transition at AmeriLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off right now, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC helps insurance leaders like Guardian and Allstate modernize document operations, specifically ranked #1 in the mid-market by Aspire for insurers managing high-volume compliance communications. · Asset: ULTIMA1.PDF
Wendy, good to connect. I sent a few emails about the platform end-of-life question, so you've seen some of what we do at MHC, helping insurers get template ownership off the developer queue and onto the business side.
The reason I kept coming back to it is that a lot of teams migrating off PlanetPress end up rebuilding the same constraints on the other side. Guardian and Allstate have both worked through this with us, and MHC was ranked #1 in the mid-market by Aspire for insurers running high-volume compliance communications.
Happy to reconnect here if the timing ever works.
Chris
Todd Carter
Vice President, Procurement
operations · vp
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 ULTIMA1.PDF
Angle: vendor eol + acquisition scale
Hooks: Leveraging your experience from DST and Epiq to manage AmeriLife's 65+ affiliates and the resulting document volume., Addressing the upcoming PlanetPress EOL deadline given AmeriLife’s reliance on policy contracts and beneficiary notices., Your focus on negotiating strategic IT strategies for data center infrastructure and SaaS/PaaS software.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at AmeriLife
Hi Todd,<br><br>Chris here from MHC Automation.<br><br>Given your role in procurement at AmeriLife, I wanted to ask about something that's coming up a lot right now across insurance organizations your size. With Objectif Lune sunsetting the legacy PlanetPress Suite, are you already in active evaluation mode, or is that still getting prioritized?<br><br>The reason I ask: at companies running PlanetPress for policyholder communications, the EOL announcement tends to create a short window where the default path is just to take the vendor's own upgrade. That's not always the wrong call, but it can lock you into the same IT-dependent model for another decade.<br><br>With AmeriLife expanding through acquisitions, that dependency compounds fast. Every new agency or advisory firm that comes in brings its own document templates and workflows. Merging those into a legacy system usually means more IT tickets, not fewer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help you evaluate your options before the upgrade path gets decided. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress (Objectif Lune) has sunsetted the legacy PlanetPress Suite, creating a high-risk EOL deadline for document operations.
Hi Todd,<br><br>Following up on what I sent about the PlanetPress EOL piece.<br><br>One thing worth sharing: Acuity and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at insurers like these is consistent. When they move off a legacy platform, the compliance and ops teams start managing templates directly, and the wait for IT to make a document change stops being part of the process.<br><br>That matters more when you're in acquisition mode. Each firm you bring in adds templates, plan types, and communication workflows. If those all have to route through a developer to get updated, the backlog builds quickly. Policy notices, renewal letters, certificates of insurance, cancellation notices — these can't sit in a queue when a regulatory change hits or a newly acquired book of business needs to get onboarded fast.<br><br>With your member base, that kind of flexibility is the difference between a smooth integration and a six-month IT project every time you close a deal.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just default to OL Connect for the upgrade; evaluate if a business-user self-service model can eliminate the IT dependency that legacy PlanetPress created.
Subject: One last thing, Todd
Hi Todd,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't on your radar right now, no problem. Happy to reconnect whenever it makes sense.
Proof: Acuity and Allstate use Northstar to manage high-volume insurance communications without IT bottlenecks. · Asset: ULTIMA1.PDF
Hey Todd, glad to be connected.
Sent you a few emails recently about the PlanetPress end-of-life situation and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership to the business side so document changes stop sitting in IT queues. Acuity and Allstate both run high-volume insurance communications through MHC without the bottleneck.
Worth a quick conversation to see if any of this is relevant?
Chris
Jay Hare
IT Director of Infrastructure and Operations
engineering · director
active
primary
⏳ pending
decision_maker
seq 9
step 2/3
📋 CUSTOM1.PDF
Angle: PlanetPress sunset and AmeriLife's acquisition scale
Hooks: Your 16-year tenure managing AmeriLife's infrastructure upgrades, AmeriLife's rapid growth through 65+ affiliate acquisitions since 2020, The upcoming PlanetPress EOL deadline as a risk to document stability
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Jay
Hi Jay,<br><br>Chris here from MHC Automation.<br><br>Given your role running infrastructure and operations at AmeriLife, I wanted to ask about something that's come up a lot lately in insurance IT circles. With the PlanetPress sunset on the horizon, has your team started evaluating where to land, or is that still in early planning?<br><br>The reason I ask: we're talking to a lot of insurance IT directors right now who are in the same spot. The vendor is pushing their own upgrade path, but it's worth knowing what else is out there before that decision gets made. Especially at AmeriLife's scale, with the number of agencies and advisory firms you've brought on through acquisitions, the document infrastructure question gets more complicated fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help you evaluate your options before the window closes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Jay,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life and Allstate both went through this same crossroads. Rather than defaulting to the vendor's recommended upgrade path, they evaluated alternatives and moved to a model where business users manage templates directly. IT stopped being the bottleneck for every document change.<br><br>That matters a lot when you're absorbing new agencies through acquisition. Each one comes in with its own document workflows, its own carrier relationships, its own compliance requirements. On most legacy systems, that means more IT tickets, more custom work, more developer time. That's what MHC NorthStar CCM does differently: the compliance or ops team at each affiliate makes the change directly, with controls in place, without waiting on a developer.<br><br>With your member base and the pace of acquisitions at AmeriLife, that kind of flexibility adds up fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Jay
Hi Jay,<br><br>Sent you a couple of notes about the PlanetPress sunset and what that means for AmeriLife's document infrastructure. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't a priority right now, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC NorthStar helped insurers like Guardian and Allstate migrate from legacy systems to a business-user self-service model, reducing IT bottlenecks. · Asset: CUSTOM1.PDF
Hey Jay, appreciated you connecting.
Sent you a few emails recently about the platform end-of-life question I raised. Didn't want to just let the connection sit without saying something here too.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate both made that shift when they migrated off legacy document platforms, and the IT dependency piece dropped significantly after.
If AmeriLife has something similar on the horizon, I'm happy to reconnect here if the timing ever works.
Chris
Leon Green
Vice President, EPMO and IT Delivery
engineering · vp
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: PlanetPress EOL timeline + complex delivery portfolio
Hooks: Current tenure since Jan 2022 as VP of EPMO and IT Delivery, Oversight of AmeriLife's aggressive acquisition strategy (65+ affiliates) and the resulting technical integration debt, Experience with health data systems from previous tenure at VITAS Healthcare, The 2025 PlanetPress/OL sunset deadline impacting legacy insurance document workflows
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at AmeriLife
Hi Leon,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT delivery at AmeriLife, I wanted to ask about something that's come up a lot lately with insurance organizations your size. With PlanetPress approaching end of life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask: the default move is usually to follow the vendor's upgrade path. But a lot of IT leaders we talk to are using this moment to actually evaluate alternatives before locking in, especially when the document portfolio has gotten more complex over time through acquisitions.<br><br>AmeriLife has been expanding its distribution platform through a lot of strategic deals. That usually means more carrier relationships, more policy types, more document variants. If your production environment is already carrying that complexity, the last thing you want is to rebuild it on a platform that's just the next version of the same architecture.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help you think through the evaluation before a vendor decision gets made. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset)
Hi Leon,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>We work with Guardian Life, Allstate, Intact Financial, and Acuity Insurance on their policyholder communications, alongside 60+ other insurers. I'll be honest: I don't have a single insurance case study with a specific metric to drop here. What I can tell you is the pattern.<br><br>The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck on every document change. For a distribution organization like AmeriLife, that matters more as you add carrier relationships and plan types through acquisitions. Each new deal can add a new set of document variants. If the people who know what those documents need to say are waiting on a developer every time something changes, that's going to slow things down.<br><br>What MHC does differently is it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Leon
Hi Leon,<br><br>Sent you a couple of notes about the PlanetPress transition at AmeriLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you work through the EOL timeline, feel free to reach out.
Proof: MHC NorthStar handles 200+ complex insurance templates and high-volume policy contracts for major carriers like Guardian and Allstate. · Asset: UNLOCK1.PDF
Leon, appreciate you connecting.
I sent a few emails recently about the PlanetPress end-of-life question and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move off legacy document platforms so business teams own template changes without routing everything through IT. Guardian and Allstate both made that shift with us, running 200-plus complex policy and insurance templates through MHC now.
Given your role across EPMO and IT delivery, the migration and ownership model side of this might be the more relevant angle.
Worth a quick conversation to see if any of this is relevant?
Chris
MAPFRE Insurance
mapfreinsurance.com
· insurance
· Webster, US
A property and casualty insurer providing auto, home, and business coverage through a network of independent agents.
Corroborated by Sales Navigator intelligence identifying PlanetPress as a technical tool used for document automation within the firm.
LLM classification: Insurance HIGH
Tier 1 score 100
Chris
⭐ PlanetPress
1001_5000 employees · 1b_plus
Technology & Competitors
PlanetPress ⭐
HG Insights
CCM (Customer Communications Management)
HG Insights
Strategic Initiatives
- Re-underwriting and niche positioning in specialty personal lines to improve US profitability, Implementation of technical measures and tariff adjustments to lower combined ratio targets
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Insurance P&C
Awareness: stage_2
Scale: large — customers 16M (group) / ~2.5M (US est)
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- leadership_change: Mark Pasko appointed Executive Vice President
- General Counsel and Secretary
- responsible for legal
- regulatory
- and government affairs.
- +3 more
Contacts (10)
completed: 10
0 active · 0 🔗
Anurag Bairathi
Chief Claims Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: claims innovation + planetpress eol
Hooks: your recent ITC Vegas panel on 'Instant Payouts and the Future of Claims Innovation', Mapfre's focus on AI-powered fraud detection and straight-through processing, modernizing document workflows for claims correspondence and ID cards amidst the PlanetPress sunset
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: eol_deadline
—
Reframe: don't default to OL Connect; evaluate modern self-service alternatives for claims agility
Subject: —
—
Proof: MHC helps carriers like Guardian and Allstate move from legacy bottlenecks to 2-day template turnarounds. · Asset: UNLOCK1.PDF
—
José Luis Bernal Zúñiga
Expert Manager for Group Transformation
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_shift_to_group_transformation
Hooks: your upcoming transition to Expert Manager for Group Transformation in January 2026, advocacy for avoiding data silos and 'enterprise-wide data-driven thinking' at MAPFRE USA, recent discussion at ITC Vegas on leveraging GenAI to enhance customer service and internal processes
posture: challenger CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL deadline (vendor sunset) creating a forced migration window that risks architecture lock-in.
—
Reframe: Evaluating alternatives to OL Connect to ensure business-user self-service rather than defaulting to the vendor's path.
Subject: —
—
Proof: MHC NorthStar's leadership in the insurance sector is backed by 25+ insurers and an Aspire #1 mid-market ranking. · Asset: ULTIMA1.PDF
—
Martin Hippert
Director Of Premium Accounting
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: billing transformation & legacy sunset
Hooks: leading the Billing transformation at Mapfre while managing collections and premium accounting, background in claims quality and casualty units, directing strategy to balance cost savings with customer experience
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress: All=EOL deadline (vendor sunset). E2=don't default to OL Connect, evaluate alternatives.
—
Reframe: business-user self-service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Bill Greenlaw
Director of Marketing, Brand, Advertising & Communications
operations · director
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: vendor_sunset_digital_cx
Hooks: Mapfre's 2026 strategic plan to exceed 13% ROE via process efficiency, Guidewire Cloud migration for commercial auto and garage lines, Direct oversight of digital brand and customer communications at Mapfre USA
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress Suite is officially hitting its End of Life (EOL) on December 31, 2028, and defaulting to OL Connect often just carries over legacy technical debt.
—
Reframe: Instead of a forced migration to the vendor's successor tool, evaluate if a business-user-led approach could eliminate the IT ticket bottleneck for template changes like renewals and claims.
Subject: —
—
Proof: MHC helped Guardian and Allstate modernize their communication stacks, with similar mid-market insurers achieving #1 Aspire rankings by moving away from legacy document bottlenecks. · Asset: ULTIMA1.PDF
—
Debasish Duttaroy
Senior Vice President, IT Solutions
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic initiative: application rationalization and cloud modernization
Hooks: focus on reducing 250 legacy applications to streamline operations, transitioning to a 100% cloud-based infrastructure for business agility, vision for democratizing software and enabling self-service for agents
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL and the risk of defaulting to a legacy cloud upgrade that preserves technical debt.
—
Reframe: Don't just migrate legacy document workflows to the cloud; evaluate alternatives that remove IT as the bottleneck for template changes.
Subject: —
—
Proof: T2=Guardian, Allstate, and 25+ insurers use MHC to automate claims correspondence and member communications. · Asset: ULTIMA1.PDF
—
Mabilin Rego
Information Technology Leader
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and Strategic Plan 2026 transformation
Hooks: Leadership in global application management across North America and LATAM., Mapfre USA's current transition under the 2026 Strategic Plan involving the REEF and ATENEA platforms., Expertise in transforming legacy systems through automation and integration.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: eol_deadline
—
Reframe: don't default to OL Connect, evaluate alternatives
Subject: —
—
Proof: Guardian, Allstate, and 25+ insurers trust MHC Northstar for large-scale CCM. · Asset: ULTIMA1.PDF
—
Samir Jain
Digital & AI Technical Product & Program Management Leader
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: AI-driven digital transformation leadership and PlanetPress sunset risk.
Hooks: Experience leading AI and Digital Product Management at Mapfre., Recent leadership shifts under Mark Pasko and Daniel Olohan emphasizing digital claims/policy servicing., Management of policy servicing platforms including declarations, renewals, and claims correspondence.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL (vendor sunset) creating a high-risk technical debt for policy servicing platforms.
—
Reframe: Defaulting to OL Connect often carries over legacy inefficiencies; evaluate modern CCM alternatives to ensure 508 compliance and self-service.
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Natali Rivero
Senior Director of Data & AI Governance & Operations
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_governance_evolution
Hooks: Transitioned to leading Data & AI Governance & Operations from Data Engineering at Mapfre., Attended the Gartner Data & Analytics Summit 2026, focusing on bringing context and governance to AI., Advancing Mapfre's global data platform to move from AI experimentation to real business impact.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: eol_deadline
—
Reframe: don't default to OL Connect, evaluate alternatives
Subject: —
—
Proof: 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
—
Sarah Clemens
EVP, Chief Technical Officer
operations · c_level
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_technical_leadership
Hooks: Promotion to EVP, Chief Technical Officer in Jan 2024 leading Product, Pricing, and Underwriting teams, Participation as a judge for the 'IT Girls Challenge', 16-year tenure at Mapfre USA with deep roots in Actuarial and Product Strategy
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: eol_deadline
—
Reframe: don't default to OL Connect, evaluate alternatives
Subject: —
—
Proof: 25+ insurers including Guardian and Allstate; Aspire #1 mid-market ranking. · Asset: ULTIMA1.PDF
—
Tiberiu Nedelcu
Director, Product Strategy
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: PlanetPress EOL and Guidewire migration
Hooks: your focus on product strategy and digital agencies at Mapfre USA, recent enhancements to digital claims and policy servicing platforms, Mapfre's ongoing migration to Guidewire and Duck Creek
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL deadline (vendor sunset)
—
Reframe: Evaluating alternatives to OL Connect to avoid legacy architecture lock-in
Subject: —
—
Proof: Guardian and Allstate (Insurance T2) · Asset: UNLOCK1.PDF
—
Physicians Mutual
physiciansmutual.com
· insurance
· Omaha, US
A mutual insurance carrier providing health, life, and retirement solutions primarily for the senior market.
“Health. Life. Retirement.”
Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. That’s what Insurance for all of us® is about. The Physicians Mutual family includes Physicians Mutual Insurance Company, Physicians Life Insurance Company and …
LinkedIn headcount: 1,367
Confirmed via pre-existing data and context of a massive 30M piece annual print operation managed by AVP Aji George, using Ricoh WFA which often integrates with PlanetPress for workflow automation in legacy insurance environments.
LLM classification: Insurance HIGH
Tier 1 score 100
Chris
⭐ PlanetPress
1001_5000 employees · 250m_1b
Technology & Competitors
Ricoh WFA ⭐
HG Insights
AI-powered texting CTA
HG Insights
Strategic Initiatives
- Expansion of product optionality and digital engagement via AI-powered marketing and texting CTAs.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Health and Life
Awareness: stage_2
Scale: large — policyholders Not explicitly stated; confirmed 'record growth' in 2025 and A.M. Best Financial Size Category XII ($1B-$1.25B)
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, welcome kits, EOBs, SBC, ANOC, EOC, denial letters, enrollment packets, ID cards
Best proof: Guardian Life ($13.4B Top 10 life) and Allstate (Top 5 P&C) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- Leadership: Tim Reed (VP of Agency) highlighted 2025 momentum and expansion of Medicare and Life portfolios for 2026
- signaling growth and potential for increased communication volume.
- Hiring: Active hiring for 'Re-Rating Analyst' and 'Journey Architect'
- indicating focus on data-driven customer experience and policy administration updates.
- M&A: Physicians Insurance (a mutual company
- +2 more
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (11)
active: 6 completed: 3 queued: 2
6 active · 0 🔗
Aaron Lessmann
Head of Digital Marketing
operations · vp
active
primary
⏳ pending
influencer
seq 12
step 2/3
📋 ULTIMA1.PDF
Angle: strategic digital experience leader with recent transition to Physicians Mutual
Hooks: Background in complex journey orchestration at Intuit and TD Ameritrade, Current focus on enhancing digital performance and member experience at Physicians Mutual, Physicians Mutual 2025 momentum and expansion of Medicare and healthcare segments
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer + digital journey, Aaron
Hi Aaron,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital marketing at Physicians Mutual, I wanted to ask something that comes up a lot with health and life insurers your size. When you're building out the digital journey for Medicare supplement and senior product holders, how much of that experience is still bottlenecked by the document production layer?<br><br>I ask because the AI-powered engagement and texting CTAs that drive a senior member to act, those are only as good as what happens when the document lands. If the policyholder communication on the back end still requires a developer to update a template, the whole experience breaks down at the last mile.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team close that gap between the digital experience you're building and the documents that follow it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL timeline creating a roadmap liability for digital journey architecture
Hi Aaron,<br><br>Following up on what I sent about the document layer piece.<br><br>Something I should have included in my last note: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern across all of them is similar. The insurer moves to MHC NorthStar CCM, the compliance or marketing team starts managing templates directly, and IT stops being the bottleneck on every document change.<br><br>For a team focused on digital engagement with Medicare supplement and senior product holders, that matters. When a product update, rate change, or regulatory disclosure has to reach your member base fast, the last thing you want is a developer queue standing between the decision and the outbound communication.<br><br>The people who know what those documents should say end up being the ones who can actually update them. That's what changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to OL Connect often replicates legacy bottlenecks; evaluate alternatives that empower marketing/business users to own the document experience
Subject: One last thing, Aaron
Hi Aaron,<br><br>Sent you a couple of notes about the document infrastructure piece at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you build out the digital experience, feel free to reach out.
Proof: Help insurers like Guardian and Allstate eliminate legacy document debt and achieve #1 mid-market ranking for customer communication maturity · Asset: ULTIMA1.PDF
Hey Aaron, saw you accepted the connection and wanted to say hi properly.
I sent a few emails recently about the PlanetPress end-of-life question and how that sits against a broader digital journey buildout. At MHC we help insurers move document template ownership off IT and onto the business side, which tends to matter a lot when a platform deadline forces the architecture conversation anyway.
Guardian and Allstate both worked through something similar with us and ended up clearing a fair amount of legacy document debt in the process.
If any of this lands, feel free to reach out whenever.
Chris
Emmett Nelson
Director of Strategy and Corporate Development
operations · director
active
primary
⏳ pending
influencer
seq 15
step 2/3
📋 ULTIMA1.PDF
Angle: strategic modernization and M&A focus
Hooks: your role leading corporate strategy and inorganic growth initiatives at Physicians Mutual, the 2025 momentum Tim Reed highlighted regarding Medicare expansion, your background at a Big 4 firm architecting enterprise-wide transformations
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Physicians Mutual + document infrastructure
Hi Emmett,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategy and corporate development at Physicians Mutual, I wanted to ask about something that comes up a lot at insurers your size. With Ricoh WFA in the mix, has your team started evaluating what the document production layer looks like going forward, or is that still on the roadmap?<br><br>The reason I ask: when insurers are expanding product lines and digital engagement channels, the document infrastructure often becomes the bottleneck. Policy communications, renewal notices, member correspondence, these still have to get out the door accurately and on time, and on a lot of legacy platforms, that means a developer is involved in every change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that friction as you modernize. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Emmett,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One thing I should have included: across the 60+ insurance organizations we work with, the pattern is consistent. The insurer moves away from a legacy or vendor-dependent document platform, the compliance and ops teams start managing templates directly, and the wait disappears. Changes happen the same day instead of sitting in a queue.<br><br>That matters especially when you're expanding product lines. Every new Medicare supplement offering, every updated renewal notice, every cross-sell communication has to be accurate and compliant before it goes out. On most legacy systems, that's a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in, so the people who know what the document should say can handle it directly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Emmett
Hi Emmett,<br><br>Sent you a couple of notes about document infrastructure at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you expand, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
Emmett, appreciate you connecting. Sent you a few emails recently around the platform end-of-life question I raised, so figured LinkedIn was worth a shot since email can get noisy.
At MHC we help insurers move template ownership off IT queues to the business side. We've worked through similar transitions with 25+ carriers, and Aspire ranked us the top mid-market CCM platform, which tends to matter when teams are evaluating replacements under a deadline.
Happy to reconnect here if the timing ever works.
Chris
Nathan Coberly
VP of Technology & Enterprise Architecture
engineering · vp
active
primary
– none
decision_maker
seq 22
step 1/3
📋 UNLOCK1.PDF
Angle: enterprise architecture leadership + PlanetPress EOL
Hooks: Leadership in driving Physicians Mutual cloud migration and AI/Data strategy, Recognition of your 2025 momentum in Medicare and 2026 expansion focus, Managing legacy modernization as you hire for roles like Journey Architect
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Nathan
Hi Nathan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise architecture at Physicians Mutual, I wanted to ask about something we're seeing come up across a lot of insurance organizations right now. With PlanetPress heading toward end of life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask is that the path of least resistance is usually the incumbent vendor's upgrade. But that's not always the right call, especially when you're also dealing with AI-powered engagement and expanding product lines on the digital side. The document layer has to keep up with that.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset)
Hi Nathan,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>We recently helped Intact Financial migrate off a legacy composition platform. Their compliance team now manages policy document templates directly, without waiting on a developer. Changes that used to take weeks happen the same day.<br><br>That matters a lot when you're running Medicare supplement products. Regulatory notice language changes, state-specific disclosure requirements, policyholder correspondence that has to go out accurately to your member base. On most legacy platforms, any of that is a developer project. On MHC NorthStar CCM, the people who own the compliance language make the change themselves, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Nathan
Hi Nathan,<br><br>Sent you a couple of notes about the document platform question at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you're expanding the digital side of things, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Hey Nathan, appreciate the connection.
Sent you a few emails about the PlanetPress end-of-life question and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move off legacy document platforms and get template ownership to the business side, away from IT queues. Carriers like Acuity and Intact have gone through that same transition recently, so there's some relevant ground to cover.
Worth a quick conversation to see if any of this is relevant?
Chris
Aji George
Assistant Vice President, Document Processing & Imaging
operations · vp
queued
primary
– none
champion
seq 27
step 0/3
📋 ULTIMA1.PDF
Angle: strategic modernization of high-volume print ops
Hooks: your focus on moving Physicians Mutual 5 years forward through automation, managing the complexity of 30M annual pieces across policy contracts and EOBs, your recent selection for Leadership Omaha Class 45
posture: peer CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Doc platform modernization, Physicians Mutual
Hi Aji,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing document processing at Physicians Mutual, I wanted to ask about something that comes up a lot with insurers managing high-volume print operations. With the changes happening around Ricoh's WFA platform, has your team started evaluating what the migration path looks like, or is that still in early planning?<br><br>The reason I ask: when a document platform hits end-of-life, the default move is usually to follow the vendor's recommended upgrade path. That's fine if it actually fits where the business is going. But we've seen cases where that default path locks a team into the same constraints they were already living with, just on newer infrastructure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you evaluate your options before that decision gets made for you. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress sunset (EOL) creates an immediate deadline for your 200+ daily print orders.
Hi Aji,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern we see consistently: the insurer moves over, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For an organization like Physicians Mutual, with your member base and the complexity of Medicare supplement and senior product communications, that matters. Policy documents, renewal notices, premium correspondence, any of those template changes currently sitting in an IT queue could be handled same-day on the business side.<br><br>Your signals around AI-powered digital engagement are interesting too. That kind of front-end modernization tends to run faster when the document layer underneath it isn't a manual bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate to OL Connect by default; evaluate if your current vendor architecture still supports your 'Journey Architect' vision.
Subject: One more thing, Aji
Hi Aji,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage hundreds of complex templates while eliminating manual data entry bottlenecks. · Asset: ULTIMA1.PDF
Aji, good to be connected. I sent a few emails about the PlanetPress end-of-life situation and the pressure that puts on your print operations, so I won't rehash all of that here.
At MHC we help insurers move off legacy document platforms before deadlines force the issue. Guardian and Allstate have both used us to manage complex, high-volume template environments without the manual bottlenecks that tend to build up over time.
Given what you manage at Physicians Mutual, it felt worth reaching out on a different channel.
Happy to reconnect here if the timing ever works.
Chris
Biswa Mohanty
IT Director - Application Development
engineering · director
queued
primary
– none
decision_maker
seq 24
step 0/3
📋 CUSTOM1.PDF
Angle: IT application leadership and Medicare expansion context
Hooks: Your oversight of Application Development at Physicians Mutual, The 2025 momentum and Medicare expansion mentioned by Tim Reed, Direct impact of IT developer scarcity on your 2026 roadmap
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Physicians Mutual + document platform
Hi Biswa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading application development at Physicians Mutual, I wanted to ask about something that keeps coming up with IT directors at insurance companies your size. With Ricoh WFA in the mix, has your team started evaluating what comes next on the document platform side, or is that still in planning?<br><br>The reason I ask: when a document platform hits end of life, the default move is usually to follow the vendor's recommended upgrade path. That works for some teams. But we see a lot of IT directors realize mid-evaluation that they're basically buying a new dependency from the same vendor, and that's when they start looking at alternatives.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person on this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Biswa,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see with insurers their size is consistent: once business users can manage templates directly, the IT ticket queue for document changes stops being a problem. Compliance makes updates the same day instead of waiting on a developer who knows the system.<br><br>That matters a lot when you're expanding Medicare supplement products. Policy documents, renewal notices, and coverage correspondence all have to keep pace with product changes, and on most legacy platforms that's a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Biswa
Hi Biswa,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) · Asset: CUSTOM1.PDF
Biswa, appreciate you connecting. I sent a few emails over the past couple weeks about the platform end-of-life question I raised, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate both went through that transition and it changed how their teams handled the EOL migration entirely.
Given your role at Physicians Mutual, there may be some overlap with what you're working through. Worth a quick conversation to see if any of this is relevant?
Chris
Lori Snyder
Chief Information Officer
engineering · c_level
active
primary
– none
✉ lsnyder@physiciansmutual.com
● valid
decision_maker
seq 22
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL & Legacy IT Debt
Hooks: Current use of PlanetPress for document composition during Physicians Mutual's 2025 expansion of Medicare and MedSupp lines., Leadership over IT operations under a D-rated executive team (Comparably) often indicates high friction between IT and business users., Recent hiring of a 'Journey Architect' suggesting a shift toward CX-led document delivery that legacy tools can't support.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Physicians Mutual
Hi Lori,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Physicians Mutual, I wanted to ask about something we're seeing come up across the insurance space right now. With Quadient sunsetting PlanetPress, has your team started evaluating what comes next, or is that still in early planning?<br><br>From what we see, the default move is to follow the vendor's upgrade path to OL Connect. That's not always the wrong call, but it's worth at least knowing what else is out there before you commit. Especially when a platform migration is also a chance to get off a model where every template change still runs through a developer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Lori,<br><br>Following up on what I sent about the platform EOL piece.<br><br>One thing I should have mentioned: the insurers we work with that go through a migration like this almost always say the same thing afterward. The win wasn't just replacing the platform. It was that the business side, compliance, product, communications, stopped waiting on IT for every document change.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity are all running their policyholder communications on MHC now. That's alongside 60+ other insurance organizations. The pattern we see: insurer moves over, the people who know what the document should say start handling updates directly, and IT stops being the bottleneck for routine template changes.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls.<br><br>Given Physicians Mutual's footprint in Medicare supplement and senior products, I'd imagine you have a fairly significant volume of policyholder and member-facing documents where that kind of flexibility matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Lori
Hi Lori,<br><br>Sent you a couple of notes about the document platform situation at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing isn't right, no problem. Happy to reconnect whenever it makes sense.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Lori, good to be connected. I sent a few emails about the platform end-of-life question I raised, so no need to rehash that here.
At MHC we help insurers move template ownership off IT and onto the business side. Guardian, Allstate, and a few dozen others have gone through that transition, mostly when an EOL deadline forced the conversation.
If any of this lands, feel free to reach out whenever.
Chris
Jeff Dahms
Director of Customer Experience & Insights
operations · director
active
primary
⏳ pending
influencer
seq 15
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise VoC program and journey mapping
Hooks: Your recent effort to build an enterprise-wide VoC program at Physicians Mutual, Focus on transforming customer feedback into meaningful improvements as discussed in your April 2026 speaker spotlight with SIR, Background in operationalizing customer-centricity and closing the loop between insights and design
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Physicians Mutual + document platform
Hi Jeff,<br><br>Chris here from MHC Automation.<br><br>Given your role in customer experience at Physicians Mutual, I wanted to ask about something that comes up a lot with insurers your size. Has your team started evaluating alternatives for your document platform, or is that still in the planning stage?<br><br>I ask because we're seeing a lot of insurers get pushed toward their current vendor's upgrade path before they've had a chance to look around. The CX implications are real. When the team responsible for journey mapping and member communications can't update a notice or letter without waiting on a developer, the experience suffers before the customer even picks up the phone.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on the communications side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Jeff,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life and Allstate both run policyholder communications on MHC. The pattern we see across insurers like them: once the business side can manage templates directly, the wait for developer availability stops being a bottleneck on every document change.<br><br>For a team doing journey mapping and VoC work, that matters. When a policy notice or renewal communication needs to change based on what customers are telling you, the people closest to that insight should be able to act on it. Not file a ticket and wait.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One more thing, Jeff
Hi Jeff,<br><br>Sent you a couple of notes about document platform evaluation at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance Tier 2) · Asset: ULTIMA1.PDF
Hey Jeff, appreciate the connection.
Sent you a few emails recently about the platform end-of-life question I raised. Figured LinkedIn might be a better place to continue it.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both made that shift, and for both of them the EOL deadline was actually the forcing function that made the change worth doing properly rather than just migrating the same problems to a new platform.
Happy to reconnect here if the timing ever works.
Chris
Amy Pettis
Manager, Customer Group Business Analytics, Word Processing Center and Administration Services
operations · manager
active
primary
– none
champion
seq 18
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset + Medicare expansion momentum
Hooks: Your 10-year tenure overseeing the Word Processing Center at Physicians Mutual, Managing document operations amidst Tim Reed's 2025 Medicare expansion momentum, Bridging the gap between Business Analytics and legacy Word Processing Center output
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Physicians Mutual + document platform
Hi Amy,<br><br>Chris here from MHC Automation.<br><br>Given your role running the Word Processing Center at Physicians Mutual, I wanted to ask about something we see come up a lot at insurance organizations your size. With Ricoh WFA on a sunset path, has your team started evaluating what comes next, or is that still in early stages?<br><br>The reason I ask: when a document platform reaches end of life, most teams default to whatever the vendor recommends as an upgrade path. That's not always the wrong call, but it usually means inheriting the same constraints in a newer package. With your member base and the Medicare supplement focus, the volume and compliance demands on your documents are real.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team evaluate the options before anything gets locked in. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Amy,<br><br>Following up on what I sent about the platform transition piece.<br><br>One thing I should have mentioned: we see a lot of insurance organizations go through this exact moment, where the vendor announces a sunset, the team gets a short window, and the default path is the vendor's own upgrade. The problem is the upgrade usually keeps the same developer dependency baked in. Every template change, every regulatory notice, every renewal or cancellation letter still requires someone with system access to touch it.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. I won't pretend I have a single metric I can hand you. What I can tell you is the pattern: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start handling template changes directly, and IT stops being the bottleneck for document updates.<br><br>For a Medicare supplement carrier with your member base, that matters when a regulatory notice or rate change has to go out fast and accurately across a large policyholder population.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect
Subject: One last thing, Amy
Hi Amy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) + Aspire #1 mid-market ranking for Insurance (T3) · Asset: ULTIMA1.PDF
Hey Amy, glad we're connected.
I sent a few emails recently about the platform end-of-life question I raised, and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership off IT and to the business side before those deadlines force a rushed decision.
Guardian and Allstate have both gone through this kind of transition, and MHC holds the top mid-market ranking for insurance CCM, so there's some relevant ground to cover if the timing at Physicians Mutual is getting closer.
Worth a quick conversation to see if any of this is relevant?
Chris
Staci Vacek
Director, Marketing Operations
operations · director
completed
primary
– none
↺ Bounced
champion
seq 14
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and Marketing Ops Efficiency
Hooks: Experience managing integrated marketing and operations at Physicians Mutual for 15+ years., Likely oversight of customer communications like welcome kits and policy notices., Impact of the PlanetPress EOL on 2025/2026 Medicare expansion momentum mentioned by Tim Reed.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform at Physicians Mutual
Hi Staci,<br><br>Chris here from MHC Automation.<br><br>Given your role in Marketing Operations at Physicians Mutual, I wanted to ask about something that keeps coming up with insurers your size. With PlanetPress heading toward end of life, is your team already in migration planning, or is that still being figured out?<br><br>The reason I ask: for companies with a large Medicare supplement and senior product base, the document layer touches a lot of critical communications. Policyholder notices, enrollment confirmations, premium correspondence, renewal documents. When the platform those run on goes EOL, it creates a forced decision. And if that decision defaults to whatever the vendor recommends, you can end up trading one constraint for another.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a better path forward for your team before the migration timeline gets locked in. If you're not the right person on this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline creates a forced migration risk that could stall the 2026 Medicare expansion and journey architecture projects.
Hi Staci,<br><br>Following up on what I sent about the PlanetPress EOL.<br><br>One thing I should have included: we see this situation a lot with insurers in the Medicare and senior products space. The migration conversation starts as a platform swap. Then someone asks whether the new setup will let the Marketing or DocOps team update templates directly, without going through a developer every time. The answer is usually no, and that's where the frustration kicks in.<br><br>For what it's worth, Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC NorthStar CCM now. The honest pattern across all of them: once the business side can manage templates directly, the wait on IT for document changes disappears. That matters especially when a regulatory notice or enrollment communication has to reach a large policyholder base on a deadline.<br><br>If any of this resonates with where Physicians Mutual is headed, happy to chat in the days or weeks to come. I can share some docs first if that's the easier starting point.
Reframe: Don't just default to OL Connect; use the sunset to solve the IT dependency bottleneck and enable Marketing/DocOps to manage templates without developer scarcity issues.
Subject: One last thing, Staci
Hi Staci,<br><br>Sent you a couple of notes about the PlanetPress EOL and what it means for Physicians Mutual's document layer. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't a priority right now, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC helps 25+ insurers including Guardian and Allstate; recognized as the #1 mid-market CCM by Aspire. · Asset: ULTIMA1.PDF
Staci, appreciate you connecting. I sent a few emails over the past couple weeks about the PlanetPress end-of-life situation and what a forced migration could mean for the 2026 roadmap at Physicians Mutual. Didn't want that to just disappear into the inbox.
At MHC we help insurers move template ownership to the business side without the IT dependency. Guardian and Allstate are both in that camp, and Aspire ranks us number one for mid-market CCM, so we've done this migration a few times.
Happy to reconnect here if the timing ever works.
Chris
Kathy Wood
Director, Marketing Administration and Strategy
operations · director
completed
primary
⏳ pending
↺ Bounced
champion
seq 3
step 2/3
📋 ULTIMA1.PDF
Angle: strategic marketing operations x document modernization
Hooks: your recent transition into the Director of Marketing Administration and Strategy role at Physicians Mutual, your 14-year tenure overseeing journey marketing and creative compliance for Medicare and dental lines, the recent focus on 'Journey Architects' and 'Re-Rating Analysts' as you scale Medicare supplement reach
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform timing, Physicians Mutual
Hi Kathy,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing marketing administration and strategy at Physicians Mutual, I wanted to ask about something that's coming up a lot right now across the insurance space. With Ricoh winding down PlanetPress support, has your team started evaluating what comes next for your customer-facing document production?<br><br>For a company like Physicians Mutual with a large policyholder base, that transition touches a lot: policyholder notices, renewal correspondence, Medicare supplement communications, that kind of thing. The question most marketing ops and doc teams are working through right now is whether to follow the vendor's upgrade path or take the opportunity to look at alternatives.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team evaluate options before the timeline gets tight. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset)
Hi Kathy,<br><br>Following up on the platform evaluation piece I mentioned.<br><br>One thing I should have included: we've seen this play out a lot with insurers who default to the vendor's own upgrade path simply because it feels like the path of least resistance. The companies that paused and evaluated alternatives first tended to end up somewhere better, specifically around business users being able to manage template changes without going back to IT or a developer.<br><br>We work with Guardian Life, Allstate, Intact Financial, and Acuity Insurance on their policyholder communications, alongside 60+ other insurers. The pattern is consistent: once the business side can update compliance language, renewal notices, or policy correspondence directly, the wait on IT for every document change disappears.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>Given what you're building around digital engagement and AI-powered marketing at Physicians Mutual, having that kind of agility on the document side seems like it would matter. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect; evaluate alternatives for business-user self-service
Subject: One last thing, Physicians Mutual
Hi Kathy,<br><br>Sent you a couple of notes about the document platform timing at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) | 25+ insurers + Aspire #1 mid-market ranking (T3) · Asset: ULTIMA1.PDF
Hey Kathy, appreciate the connection.
I sent a few emails about the PlanetPress end-of-life question and figured LinkedIn might be a better spot to actually have a conversation. At MHC we help insurers move template ownership to the business side so changes don't sit in an IT queue. Guardian and Allstate have both made that move, and we're ranked the top mid-market CCM platform by Aspire, so it's not a small sample.
If the sunset timeline is something Physicians Mutual is actively working through, happy to reconnect here if the timing ever works.
Chris
Dave Hahn
Vice President, IT Operations
engineering · vp
completed
primary
⏳ pending
↺ Bounced
decision_maker
seq 7
step 2/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset + IT leadership at Physicians Mutual
Hooks: Leadership tenure at Physicians Mutual since the early 80s, Responsibility for infrastructure and support as VP of IT Operations, PlanetPress implementation context within the enterprise technology group
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Dave
Hi Dave,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT operations at Physicians Mutual, I wanted to ask about something that's come up a lot in our conversations with insurance teams lately. With the PlanetPress sunset now on the table, has your team started evaluating where to go next, or is it still in the planning stage?<br><br>The reason I ask is that a lot of IT leaders we talk to are getting pressure from their vendor to move to OL Connect as the natural upgrade path. Sometimes that's the right call. But sometimes it just trades one set of constraints for another, and it's worth at least knowing what else is out there before committing.<br><br>Physicians Mutual serves a large senior-oriented member base, so the volume of policyholder communications, renewal notices, and Medicare supplement correspondence going out the door is significant. A platform decision made now affects how fast your team can respond when CMS changes a disclosure requirement or a product update needs to hit thousands of policyholders.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you evaluate your options before the sunset deadline closes in. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Dave,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>I'll be upfront with you: I don't have a single insurance case study with a specific before-and-after metric to share. What I can tell you is the pattern we see. An insurer moves off a legacy composition platform, business users start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier like Physicians Mutual, that matters most when a regulatory update hits and your team needs to push changes to Medicare supplement notices, renewal correspondence, or policyholder communications fast. On legacy systems, that's a developer project. On MHC NorthStar CCM, the compliance or ops team makes the change directly, with controls in place.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The common thread is that they wanted the document layer to move at the speed of the business, not at the speed of an IT queue.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Dave
Hi Dave,<br><br>Sent you a couple of notes about the platform sunset situation at Physicians Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Dave, appreciate the connection.
I sent a few emails recently about the platform end-of-life question I raised. No response needed there, but figured LinkedIn might be a better spot to actually have a conversation if the timing ever makes sense.
At MHC we help insurers move template ownership off IT queues and to the business side. Guardian, Allstate, and Intact all run policyholder communications on MHC now, across 60+ insurance organisations.
If any of this lands, feel free to reach out whenever.
Chris
QBE Insurance
qbe.com
· insurance
· Sydney, AU
QBE Insurance is a global general insurance and reinsurance company providing risk management and underwriting services.
“Enabling a more resilient future by being the most consistent and innovative risk partner. ”
At QBE we’re driven by our purpose of enabling a more resilient future.
QBE is an international insurer and reinsurer headquartered in Sydney, Australia, with local presence in 26 countries.
QBE North America is a global insurance leader, offering a wide range of products to protect businesses and…
LinkedIn headcount: 1,841
Corroborated by LinkedIn data identifying Cindy May as a Document Analyst/Composition Specialist specifically utilizing Oracle Documaker for QBE's Unigard operations. Secondary corroboration from HG Insights identifying Oracle Documaker in the tech stack.
LLM classification: Insurance HIGH
Tier 1 score 92
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
HIGH
HG Insights
Strategic Initiatives
- Portfolio optimization through strategic divestment of non-core Global Trade Credit and Surety business., Modernization program focusing on digital platforms and data analytics for operational efficiency.
Sales Angles & Proof
Primary: it_bottleneck
Secondary: developer_scarcity
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE P&C
Awareness: stage_2
Scale: small — AM Best Size Category VI $25M to $50M Capital
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: T2_named (on NorthStar CCM): Allstate (Top 5 P&C), Intact Financial, MiWay, Acuity, Loomis, Safeway, SAMBA FEBA, A.M. Best.
Live Signals (leadership, M&A, events)
- strategic_pivot: QBE announced the closure of its North American middle-market segment (affecting ~$500M GWP) to refocus on specialty and core commerc
- merger_integration: QBE North America filed to merge General Casualty Insurance Company and Southern Pilot Insurance Company into General Casualty Com
- indicating ongoing entity consolidation.
- market_exit: QBE announced it will exit the U.S. home insurance market over the next year
- stopping renewals for tens of thousands of policies.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
2
Current
Primary vendor detected: Oracle Documaker
All vendors: Oracle Documaker
True
Contacts (41)
completed: 41
0 active · 0 🔗
Kumar Doraiswamy
Vice President, IT Transformation
engineering · vp
completed
primary
⏳ pending
decision_maker
seq 40
step 2/3
📋 UNLOCK1.PDF
Angle: strategic_modernization_roadmap
Hooks: Current focus on GenAI accelerators for document generation and data analysis, Long-term goal of leveraging established frameworks to automate routine tasks across divisions, Deep experience leading technology delivery excellence and digital transformation since 2017
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: QBE + document infrastructure
Hi Kumar,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT Transformation at QBE, I wanted to ask about something that comes up a lot at insurers your size. Is document template management still sitting on your developer team, and is that creating a bottleneck when the business side needs to make changes to policyholder communications?<br><br>What we usually see at large commercial and specialty insurers is that the people who know what a document should say, compliance, ops, underwriting, can't touch the templates without filing a ticket. So changes to things like policy notices, endorsements, renewal documents, or certificates pile up in a queue that depends on developers who have more critical work to do.<br><br>With a modernization program underway at QBE, I'd imagine that kind of drag on the team is worth looking at.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if any of this is relevant to where you're headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Kumar,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>We work with Allstate, Intact Financial, and Acuity on their policyholder communications. The pattern across all of them was the same: business users needed to update documents, but every change went through a developer who knew the legacy platform. When a regulatory update came through, it became a project instead of a task.<br><br>With MHC NorthStar CCM, the compliance or ops team makes the change directly, within the controls IT sets. The developer stops being the bottleneck for day-to-day template updates, which frees up your engineering team for the higher-priority modernization work.<br><br>For an insurer with QBE's footprint across commercial, personal, and specialty lines, that's a meaningful amount of engineering capacity to reclaim.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: one last thing, Kumar
Hi Kumar,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition becomes a friction point in the broader transformation work, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Kumar, saw you connected and figured LinkedIn was worth a shot after those emails went quiet.
The developer scarcity piece I raised is something we see across a lot of mid-market and large carriers. At MHC we help insurers move template ownership off IT queues to the business side, which tends to free up dev capacity for the work that actually needs it. Allstate and Intact have both gone that route with us, and it's come up at 25-plus insurers we work with now.
Worth a quick conversation to see if any of this is relevant?
Chris
Gautam Bhat
Head of Technology - Data, Integration, AI and Analytics
engineering · vp
completed
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 CUSTOM1.PDF
Angle: strategic technical debt and integration friction
Hooks: Current focus on North America Data & Integration at QBE, Integration of AI and Analytics into core policy and claims workflows, Management of legacy systems following the General Casualty and Southern Pilot merger
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your DT roadmap
Hi Gautam,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing data, integration, and AI at QBE, I wanted to ask about something that comes up a lot with tech leaders at insurers your size. Does managing document template changes still pull developer time away from higher-priority integration and platform work?<br><br>What we typically see: the document layer sits on a legacy composition system, and every change to a policy notice or renewal runs through an IT queue. When your team is trying to push forward on AI and data infrastructure, that kind of overhead quietly blocks progress.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if we can help free up your tech talent for the higher-order work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'developer scarcity' trap with Documaker. Technical debt in document systems is often the silent killer of DT roadmaps—especially when every template change for declarations or renewals requires a high-cost developer you can't spare.
Hi Gautam,<br><br>Following up on what I sent about the document layer pulling developer time.<br><br>One example worth sharing: Natera cut document turnaround from 2.5 weeks to 2 days after moving off a legacy composition system. The main change was getting developers out of the day-to-day template path so the business side could handle updates directly.<br><br>For an insurer running at QBE's scale, that matters most when a regulatory change hits and policy notices or renewal documents have to go out fast across a large policyholder base. On most legacy systems, that is still a developer project.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the routine change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: Don't just migrate the debt. As QBE scales its AI and data integration, treating document composition as a code-heavy IT burden creates an architecture lock-in. There's a peer-level shift toward business-user self-service that frees your tech talent for higher-order integration work.
Subject: One last thing, Gautam
Hi Gautam,<br><br>Sent you a couple of notes about the document layer at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition becomes a friction point in your modernization work, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate decouple document logic from IT. Specifically for high-volume policy environments, we've helped firms like Natera cut turnaround from 2.5 weeks to 2 days while eliminating the $150k+ developer bottleneck. · Asset: CUSTOM1.PDF
Gautam, good to have you here.
Sent you a few emails recently about the developer dependency piece with Documaker and how that kind of technical debt tends to quietly stall modernisation roadmaps. At MHC we help insurers shift template ownership off IT queues and onto the business side. Allstate and Guardian have gone that route, and at Natera it moved turnaround on policy documents from two and a half weeks to two days.
Happy to reconnect here if the timing ever works.
Chris
David Mulligan
Chief Operating Officer
operations · c_level
completed
primary
⏳ pending
champion
seq 46
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise transformation and operational efficiency
Hooks: Your leadership in QBE North America's enterprise transformation initiatives, specifically focusing on reducing complexity and elevating customer experience., QBE's commitment to being 'at the heart of it' and your role in delivering measurable results through process optimization., Your experience overseeing business delivery teams including digital transformation and automation since your appointment as COO in 2023.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at QBE
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at QBE, I wanted to ask about something that comes up a lot at insurers going through operational modernization. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>At large insurers, that dependency tends to become a real drag. A regulatory change hits, or a product line gets restructured, and the document layer is suddenly the bottleneck. The business team knows exactly what needs to change, but they can't touch it without filing a ticket and waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. Alongside 60+ other insurance organizations. The pattern we see consistently: once the insurer moves over, the compliance and ops team starts managing templates directly, and the wait for IT stops being part of the process.<br><br>With a modernization program underway at QBE, that kind of flexibility matters. When a regulatory change hits or a product line shifts, the people who actually know what the document should say can make the change the same day. No ticket, no queue, no developer context-switch.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document ops piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the broader modernization work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to modernize CCM and reduce IT dependency. · Asset: ULTIMA1.PDF
Appreciate you connecting, David. I sent a few emails over the past couple of weeks, so you probably have some context on what we do at MHC, helping insurers move template ownership off IT queues and to the business side.
The IT dependency piece I mentioned tends to resonate differently depending on where QBE sits with it. Guardian and Allstate are both running on MHC now, along with 25 or so other carriers who had the same friction point.
Happy to reconnect here if the timing ever works.
Chris
Jim Christianson
Chief Digital Security and Resilience Officer
engineering · c_level
completed
primary
⏳ pending
decision_maker
seq 35
step 2/3
📋 ULTIMA1.PDF
Angle: strategic global resilience leadership
Hooks: his recent permanent appointment to Chief Digital Security & Resilience Officer, transition from Director of Technology Enterprise Services to a global remit covering Infrastructure and Op Resilience, QBE’s 2025 net profit of $2.1 billion providing a strong backdrop for modernization
posture: peer CTA: soft type: problem_first
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Subject: Document resilience at QBE
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing digital security and resilience at QBE, I wanted to ask about something that comes up a lot with large insurers running a modernization program. Does updating policyholder-facing documents still require going through a developer who knows the underlying system?<br><br>It's a surprisingly common friction point. The document layer gets left out of the modernization roadmap because it's tangled up in a platform that only a small group of people can actually touch. When that team is stretched or turns over, every change, whether it's a regulatory update, a product change, or a brand refresh, becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if any of this is relevant to what your team is navigating. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jim,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Acuity and Guardian Life are two good examples. Along with 25+ other insurers, they've moved to MHC to decouple their document logic from their core systems. The business side handles template changes directly, with approval workflows built in. IT stops being the bottleneck for every compliance or product update.<br><br>For a company running global operations across commercial, personal, and specialty lines, that kind of resilience matters. When a regulatory change hits one market or a product gets restructured, the team responsible for the communication is the one who updates it. Changes happen the same day, not at the end of a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about the document infrastructure piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and Guardian (25+ insurers) leverage MHC to decouple document logic from core systems, ensuring resilience and compliance without specialized developer pools. · Asset: ULTIMA1.PDF
Appreciate you connecting, Jim.
Sent you a few emails about getting document changes off the developer queue at QBE. Didn't want to just leave it at the inbox.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Acuity and Guardian are among 25+ carriers that have used that model to decouple document logic from core systems without needing specialised developer pools to keep things compliant and resilient.
Given your role, that architecture angle might actually be more relevant than the ops side.
Worth a quick conversation to see if any of this is relevant?
Chris
Andrea McNamara
Head of A&H Underwriting
operations · vp
completed
primary
– none
champion
seq 26
step 0/3
📋 GUC3E41.PDF
Angle: Transformation of A&H underwriting operations and medical risk management
Hooks: Recognition as a QBE Top 10 employee, Recent promotion to Head of A&H Underwriting in March 2025, Leadership of A&H operations and transformation agenda including medical risk management plans
posture: peer CTA: soft type: problem_first
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Subject: Document changes at QBE
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role leading A&H underwriting at QBE, I wanted to ask about something we see come up constantly at insurers running modernization programs. When your team needs to update a customer-facing document, does that change have to go through IT first?<br><br>For A&H specifically, that friction tends to show up in the policy documents, renewal notices, and correspondence that your underwriting and ops teams rely on most. When only a developer can touch the templates, a regulatory update or a product change becomes a project instead of a task.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get more control over document changes without adding risk. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Andrea,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> now processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees. The shift happened when their business users stopped waiting on developers for every template change.<br><br>For an insurer like QBE with your member base and a transformation program already in motion, that kind of change cycle matters. When a product update hits the A&H line, the team managing the underwriting ops should be able to push it through the same day, not wait on a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Andrea
Hi Andrea,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Andrea, good to be connected.
Sent you a few emails recently about the IT dependency piece I mentioned on template changes. At MHC we help insurers move that ownership to the business side, off the developer queue.
One thing that tends to resonate, Allied Benefits was processing over a million communications at around $4 per document before they made the switch. That number tends to land differently when you see it written out.
If any of this lands, feel free to reach out whenever.
Chris
Eugene Ma
Enterprise Architect
engineering · manager
completed
primary
– none
decision_maker
seq 30
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise_architecture_alignment
Hooks: 28 years of insurance domain expertise in designing enterprise-level systems, Focus on aligning technical strategies with QBE's digital transformation goals, Deep background in driving architectural blueprints for insurance processes
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at QBE
Hi Eugene,<br><br>Chris here from MHC Automation.<br><br>Given your role as an enterprise architect at QBE, I wanted to ask about something we run into constantly at insurance organizations your size. Is your team still dependent on a shrinking pool of specialists to make template changes, or have you found a way to move that work closer to the business side?<br><br>At large carriers, this usually shows up the same way: a compliance or underwriting team needs to update a policy document, it becomes an IT ticket, and it sits in a queue behind everything else on the roadmap. When the person who knows the system is busy or gone, the wait gets longer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency on specialized developer resources. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity is creating a massive technical bottleneck, with the shrinking pool of experts driving up costs ($150K+) and slowing down the roadmap for critical document types like manuscript endorsements and surplus lines filings.
Hi Eugene,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have mentioned: Guardian Life and Allstate both run their policyholder communications on MHC now. And separately, we helped a large healthcare payer cut their document change cycles from 2.5 weeks down to 2 days by moving template ownership away from IT and to the business teams who actually know what the documents need to say.<br><br>The mechanism is straightforward. Compliance or ops makes the change directly, within guardrails IT has already set. The ticket never gets written.<br><br>For a carrier with your member base, that matters most when a regulatory change hits and a document that goes to thousands of policyholders needs to be updated fast. On most legacy platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy architecture like Documaker often blocks the broader digital transformation roadmap by keeping template changes trapped in IT tickets, preventing the business-user self-service model required for modern insurance agility.
Subject: One last thing, Eugene
Hi Eugene,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their document operations, and for a major healthcare payer, we reduced template change cycles from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Hey Eugene, good to be connected.
I sent a few emails about the Documaker specialist shortage and what that does to a roadmap when manuscript endorsements and surplus lines filings are stuck waiting on a shrinking expert pool. Figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership off developer queues to the business side. At one large payer we cut template change cycles from two and a half weeks to two days.
If any of this lands, feel free to reach out whenever.
Chris
Eric Odgers
Lead Systems Analyst (Production Print & Document Management)
operations · manager
completed
primary
– none
champion
seq 33
step 0/3
📋 UNLOCK1.PDF
Angle: Documaker maintenance vs. digital transformation efficiency
Hooks: Experience managing production print and high-volume document workflows at QBE, Focus on document management systems within the US Operations, Alignment with QBE's goal for 40% improvement in development efficiency during digital transformation
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document management at QBE
Hi Eric,<br><br>Chris here from MHC Automation.<br><br>Given your role managing production print and document management at QBE, I wanted to ask about something that comes up a lot at carriers your size. Does every template change still require going through a developer who knows the system, or has your team found a way around that?<br><br>From what we see, the issue usually isn't the volume of documents. It's that any time a form needs updating, whether it's a policy endorsement, a renewal notice, or a claims letter, someone has to write a ticket and wait. At a company running QBE's breadth of commercial and specialty lines, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on specialist developer time for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: developer scarcity for manuscript endorsements and surplus lines filings causing IT ticket bottlenecks.
Hi Eric,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: we help carriers like Guardian Life and Allstate manage complex document operations without the $150K+ specialist developer requirement. The pattern we see is that once business users can handle template changes directly, the ticket never gets written in the first place.<br><br>That matters especially when you're running a modernization program and the document layer is still moving at the pace of a change request queue. Endorsements, renewal notices, claims correspondence — those updates shouldn't be waiting on a developer backlog while the rest of the platform moves forward.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Removing the 'technical debt' tax of legacy Documaker by enabling business-user self-service for broker comms and claims.
Subject: One last thing, Eric
Hi Eric,<br><br>Sent you a couple of notes about document management at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in the modernization work, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate manage complex document operations without the $150K+ developer requirement. · Asset: UNLOCK1.PDF
Hey Eric, appreciate the connection.
Sent you a few emails recently about the developer dependency piece on Documaker, specifically around manuscript endorsements and surplus lines filings piling up in the IT queue. Didn't want to let the connection sit without saying something directly.
At MHC we help carriers move that template ownership to the business side. Guardian and Allstate both got there without the $150K+ developer overhead that makes those queues so hard to clear.
If any of this lands, feel free to reach out whenever.
Chris
Lauren Finnis
SVP of Distribution
operations · vp
completed
primary
– none
influencer
seq 34
step 0/3
📋 UNLOCK1.PDF
Angle: strategic customer priority and AI innovation
Hooks: Your recent transition from WTW to leading North American Distribution at QBE, Focus on delivering customer strategic priorities through service excellence and data insights, Recent insights on Insurance Business TV regarding AI revolutionizing specialty insurance tools for brokers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: QBE + document ops
Hi Lauren,<br><br>Chris here from MHC Automation.<br><br>Given your role leading distribution at QBE, I wanted to ask about something that comes up a lot at insurers your size. When your broker-facing or policyholder documents need updating, does that still run through IT and wait on a developer to touch the template?<br><br>At carriers focused on distribution excellence, that wait time becomes a real problem. A change to a renewal notice or certificate of insurance takes days or weeks instead of hours because only a few people know the underlying system. With QBE's modernization push around digital platforms and customer experience, that kind of bottleneck tends to show up as friction in places leadership doesn't always expect it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling developer resources away from higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity ($150K+ per developer) hindering the speed of distribution service excellence.
Hi Lauren,<br><br>One more thought on the document ops piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. Across those accounts, the pattern is consistent: the carrier moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the IT queue for document changes stops being a thing.<br><br>For a carrier focused on AI-driven modernization, that matters in a specific way. If your data and analytics investments are generating faster broker insights and better customer signals, but the document layer still requires a developer ticket to reflect those changes, you have a bottleneck that sits right in the distribution path.<br><br>Declarations pages, renewal notices, endorsements, certificates. When a product or regulatory change hits, your team needs to update those fast. The way most legacy systems are built, that's a developer project. With QBE's current focus on operational efficiency, that's worth a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document operations block the AI-driven modernization roadmap for broker and customer data insights.
Subject: One last thing, Lauren
Hi Lauren,<br><br>Sent you a couple of notes about document operations at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in QBE's modernization program, feel free to reach out.
Proof: T2_metric|Guardian, Allstate, and 25+ other insurers have unlocked mid-market growth by eliminating document-driven liabilities. · Asset: UNLOCK1.PDF
Appreciate you connecting, Lauren.
Sent you a few emails about the Documaker bottleneck, specifically the IT ticket wait on template changes and what that costs when your distribution teams need to move fast. At MHC we help insurers move that template ownership off the developer queue and onto the business side. Guardian and Allstate are two names that come up a lot in those conversations, and both made that shift while mid-market growth was the priority.
If any of this lands, feel free to reach out whenever.
Chris
Ellie Hougan
North America Data Strategic Initiatives Leader
operations · director
completed
primary
– none
champion
seq 48
step 0/3
📋 UNLOCK1.PDF
Angle: strategic data initiatives and high-scale insurance documentation
Hooks: 9-year tenure at QBE North America, leadership role in North America Data Strategic Initiatives, collaboration with Microsoft on data innovation at scale
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at QBE
Hi Ellie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data and strategic initiatives at QBE, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update policyholder documents like declarations pages, renewal notices, or endorsements, does that still require tracking down a developer to make the change?<br><br>At carriers running older document platforms, that's usually the case. The templates live in a system that only a specialist can touch, so every change becomes an IT project. With your modernization work underway, that kind of dependency tends to be one of the quieter friction points that slows everything else down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on your end. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) causing template change bottlenecks
Hi Ellie,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One thing I should have included: the pattern we see most often at large carriers is that the developer who knows the document platform is either shared across teams or hard to backfill when they leave. That wait, whether it's days or weeks, gets absorbed into the process until someone upstream starts asking why renewals or endorsements are taking so long to turn around.<br><br>Allstate and Guardian Life both run their policyholder communications on MHC NorthStar CCM now. The short version is that their compliance and ops teams handle template updates directly, without writing a ticket. Changes that used to sit in a queue happen the same day.<br><br>That matters especially when a regulatory change has to propagate across declarations pages, renewal notices, and cancellation notices at your member base scale.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy tech blocking the modernization of declarations and renewals roadmap
Subject: One last thing, Ellie
Hi Ellie,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization side, feel free to reach out.
Proof: MHC helps carriers like Allstate and Guardian modernize without IT dependency · Asset: UNLOCK1.PDF
Ellie, good to have you in the network.
Sent you a few emails about the Documaker developer scarcity piece at QBE, so you have some context on where I was going with that. At MHC we help carriers move template ownership to the business side so changes stop sitting in a developer queue. Allstate and Guardian have both gone through that shift without the IT dependency that tends to slow things down.
Happy to reconnect here if the timing ever works.
Chris
Jeff Pinals
Head of Enterprise Architecture - Corporate & Reinsurance
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise_architecture_alignment
Hooks: Your oversight of Corporate & Reinsurance architecture at QBE, Strategic focus on digital resilience and security (CDSRO alignment), Management of document workflows across decs, renewals, and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Guardian, Allstate, and 25+ insurers leveraging MHC to eliminate IT bottlenecks · Asset: ULTIMA1.PDF
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Judy Gross
VP Business Transformation
operations · vp
completed
primary
– none
✉ judy.gross@us.qbe.com
● valid
influencer
seq 44
step 0/3
📋 UNLOCK1.PDF
Angle: M&A-driven modernization and Documaker reliance
Hooks: Experience managing business transformation during the General Casualty and Southern Pilot merger, Strategic oversight of digital initiatives at QBE North America, Focus on streamlining document-heavy processes like claims correspondence and renewals
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks during M&A, Judy
Hi Judy,<br><br>Chris here from MHC Automation.<br><br>Given your role in business transformation at QBE, I wanted to ask about something we see come up a lot at large insurers going through portfolio changes. When your teams are restructuring around divestitures or modernization programs, does the document layer end up as a bottleneck? Things like policy forms, renewal notices, endorsements, certificates of insurance, that kind of output.<br><br>The pattern we see: a business transformation initiative moves fast, but every template change still requires a developer ticket. The business side knows what needs to change, but they're waiting on someone with deep platform knowledge to actually make it happen. During an M&A integration or divestiture, that wait can take weeks.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps developer scarcity ($150K+ talent) and the IT ticket bottleneck for policy changes during M&A integration.
Hi Judy,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific before-and-after metric to share. What I can tell you is the pattern across the 60+ insurers we work with, including Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and the IT ticket queue for document changes stops being the bottleneck.<br><br>For a team running a modernization program, that matters. When a regulatory change hits or a divestiture creates new policy form requirements, the people who know what the document should say are the ones making the update. Not waiting on a developer who also has ten other priorities.<br><br>With your member base and the scope of what QBE manages across commercial, personal, and specialty lines, that kind of flexibility compounds fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy Documaker environments often lack 508 compliance and modern UI; business users should own the template roadmap, not IT.
Subject: One last thing, Judy
Hi Judy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point during your transformation work, feel free to reach out.
Proof: MHC supports 25+ insurers and is ranked #1 for mid-market by Aspire; helping firms like Guardian and Allstate eliminate document friction. · Asset: UNLOCK1.PDF
Hey Judy, appreciate you connecting.
Sent you a couple of emails about the document infrastructure gap in the modernisation work, specifically the developer scarcity and IT ticket bottleneck that tends to slow policy changes during integration work. Didn't want to leave it at that.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate have used it to remove that friction entirely, and MHC is ranked #1 for mid-market insurers by Aspire.
Happy to reconnect here if the timing ever works.
Chris
Hemavathy Ramakrishnan
VP, Application Delivery - Data & Analytics
engineering · vp
completed
primary
– none
decision_maker
seq 48
step 0/3
📋 UNLOCK1.PDF
Angle: strategic data leadership & documaker legacy
Hooks: Your recent promotion to VP of Application Delivery for Data & Analytics at QBE North America, Background in delivering digital business transformation with cloud-based platform solutions for insurance carriers, QBE's stated goal of driving data-driven decisions via the Head of Data and Analytics North America hire
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at QBE
Hi Hemavathy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Application Delivery at QBE, I wanted to ask about something that comes up a lot with data and engineering leaders at insurers your size. Does updating policyholder-facing documents still require a developer to touch the template every time a change comes in?<br><br>With your member base and the scope of QBE's portfolio, that kind of dependency adds up fast. Compliance needs a change to a renewal notice or claims correspondence, and it turns into an IT ticket that sits in a queue behind higher-priority work. The business waits. The developer gets pulled from something else.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT lift on document template changes at QBE. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Hemavathy,<br><br>Following up on what I sent about the IT dependency piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern: the insurer moves to MHC, business users start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>For a team focused on modernization and data infrastructure like yours, that matters. When a regulatory change hits or a product update needs to go out to your policyholder base, the compliance or ops team makes the change directly. The ticket never gets written. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>I'm also aware QBE is in the middle of a broader modernization push. Document infrastructure is usually one of the last things to get updated, and it ends up slowing down the rest of the program.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck
Subject: One last thing, Hemavathy
Hi Hemavathy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate have unlocked growth by removing document bottlenecks. · Asset: UNLOCK1.PDF
Hemavathy, appreciate you connecting. I sent a few emails about the IT dependency piece I mentioned, so you've likely seen the gist of what we do at MHC, helping insurers get template changes off the developer queue and into business users' hands.
Guardian and Allstate have both made that shift and seen real downstream benefits from it.
Given your role across application delivery at QBE, figured there might be some overlap worth talking through. Worth a quick conversation to see if any of this is relevant?
Chris
Jason Roecker
VP, Operations
operations · vp
completed
primary
– none
champion
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📋 ULTIMA1.PDF
Angle: Operations leadership at QBE North America + Documaker dependency
Hooks: Leadership at QBE North America overseeing operational excellence and customer service reps, Managing complex document types like declarations, endorsements, and claims correspondence, Navigating QBE's strategic shifts including the divestiture of Global Trade Credit
posture: peer CTA: soft type: problem_first
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Subject: Document changes at QBE
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at QBE North America, I wanted to ask about something we see come up constantly at insurers your size. When a policy document needs to change, does that still require going through a developer to get it done?<br><br>At a lot of insurance organizations, renewal notices, declarations pages, endorsements, and certificates of insurance are all locked inside a composition system only IT can touch. So when a regulatory update hits or a product team needs a change, the ops side puts in a ticket and waits. That wait adds up fast when you're pushing documents across a large commercial and specialty book.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity making template changes for renewals and declarations a bottleneck
Hi Jason,<br><br>One more thought on the bottleneck piece I mentioned.<br><br>I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see at organizations running legacy composition platforms: the insurer moves to MHC NorthStar CCM, business users start managing templates directly, and the wait for IT to make document changes disappears. That's true across renewal notices, declarations, endorsements, certificates, and cancellation notices.<br><br>The reason it matters for a company your size is what happens when a state regulatory change comes in. If the only path to updating a disclosure or a policy form runs through a developer queue, compliance is working against the clock on something that should take hours, not weeks.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the compliance risks of stale policy documents by enabling business-user self-service
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about the document change bottleneck at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: QBE operates at a similar scale to Allstate and Guardian where we've streamlined high-volume insurance comms · Asset: ULTIMA1.PDF
Hey Jason, appreciate you connecting.
Sent you a few emails recently about the developer dependency on template changes for renewals and declarations. Didn't want to just let that sit unanswered.
At MHC we help insurers move that kind of work off the IT queue and back to the business side. Allstate and Guardian both run high-volume insurance comms through us now, which is roughly the scale QBE operates at.
Happy to reconnect here if the timing ever works.
Chris
Ibrahim Patanwala
IT Delivery Leader
operations · director
completed
primary
– none
influencer
seq 50
step 0/3
📋 UNLOCK1.PDF
Angle: IT delivery efficiency and Oracle Documaker technical debt
Hooks: Current leadership of IT delivery initiatives at QBE North America, Certified Chartered Property Casualty Underwriter (CPCU) and Scrum Master background, History of managing complex insurance document and policy life cycles
posture: peer CTA: soft type: problem_first
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Subject: IT delivery and Documaker overhead
Hi Ibrahim,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT delivery at QBE, I wanted to ask about something we see come up a lot at insurers your size. Is document template maintenance still a developer-dependent process on your end, where every change to policyholder communications has to go through someone who knows the underlying system?<br><br>The pattern we hear most often: the business side knows exactly what needs to change in a declaration page or renewal notice, but the ticket sits in a queue waiting on a developer with platform-specific knowledge. With your modernization program in motion, I'd imagine that kind of friction shows up pretty clearly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT delivery overhead on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the resulting IT bottleneck for template changes
Hi Ibrahim,<br><br>Following up on what I sent about the developer dependency piece.<br><br>Acuity Insurance and Allstate both run their policyholder communications through MHC, alongside 60+ other carriers. The common thread across those implementations: the business team handles template changes directly, so the IT ticket for a document update never gets written in the first place.<br><br>That matters most when something time-sensitive hits, like a regulatory change that has to go out across your policyholder base in a defined window. Declaration pages, endorsements, cancellation notices, those kinds of updates usually live in a system only a developer can touch on older Oracle-era platforms. MHC NorthStar CCM changes that by letting the people who know what the document should say make the update, within controls IT still sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives to legacy Oracle architectures to enable business self-service and reduce dev reliance
Subject: One last thing, Ibrahim
Hi Ibrahim,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your IT delivery work, feel free to reach out.
Proof: Acuity and Allstate leverage MHC to streamline insurance communications across 25+ major carriers · Asset: UNLOCK1.PDF
Hey Ibrahim, appreciate the connection.
Sent you a couple of emails about the Documaker developer scarcity piece and what that does to the template change queue over time. At MHC we help insurers move that ownership off IT and onto the business side. Acuity and Allstate are both running on MHC now, along with 25 or so other carriers who made the same shift.
Given your role at QBE, figured this channel might be a better fit for a quick back and forth.
If any of this lands, feel free to reach out whenever.
Chris
Dimple Prajapati
VP, Data and Integration
engineering · vp
completed
primary
– none
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seq 20
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📋 UNLOCK1.PDF
Angle: integration leadership and AI innovation
Hooks: Leadership in GenAI deployment for Cyber UW submissions which achieved significant business results, Role heading the integration platform team as the backbone for QBE's internal and external application communication, Over 7 years at QBE North America transitioning from AVP of Application Delivery Integration to VP
posture: peer CTA: soft type: problem_first
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Subject: Document layer at QBE
Hi Dimple,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data and integration at QBE, I wanted to ask about something that comes up a lot with VP-level integration leaders at large insurers. When your teams are pushing modernization work forward, is the document production layer keeping up, or does every template change still require a developer to touch the underlying system?<br><br>What I usually hear is that the integration side is moving fast, data pipelines are getting cleaner, platforms are consolidating, but policy documents, renewal notices, and claims correspondence are still sitting on an older composition system that only a few people know how to modify. When a regulatory change hits or a product line updates, it turns into a development project instead of a business-side update.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Dimple,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>We work with Guardian Life, Allstate, Intact Financial, and Acuity on their policyholder communications, alongside 60+ other insurance organizations. The pattern is consistent: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait for a developer disappears.<br><br>That matters at QBE's scale. With your member base across commercial, personal, and specialty lines, policy documents, endorsements, and renewal notices are pulling from multiple systems. When a product or regulatory change comes through, someone has to track down the right template in a system only a small group can touch. That's a development queue problem sitting inside what should be a business operations workflow.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Dimple
Hi Dimple,<br><br>Sent you a couple of notes about the document infrastructure piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to modernize document operations. · Asset: UNLOCK1.PDF
Dimple, good to be connected.
Sent you a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue and back to the business side. Didn't want that to be the only channel.
At MHC we help insurers move document ownership away from IT backlogs so ops and business teams can work without waiting on a ticket. Guardian and Allstate are among the 25+ carriers that have gone that route with us.
Happy to reconnect here if the timing ever works.
Chris
Hari Subbarao
Transformation Vice President, Information Technology
engineering · vp
completed
primary
– none
decision_maker
seq 46
step 0/3
📋 UNLOCK1.PDF
Angle: IT modernization and agility at QBE North America
Hooks: Ongoing IT modernization and digitization efforts at QBE to scale operations, Your background in SAFe Agilism and streamlining complex application portfolios, QBE's scale as a mega-carrier managing high-volume docs like decs, endorsements, and claims
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Hari,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT transformation at QBE North America, I wanted to ask about something that comes up a lot at insurers your size. Is the document layer one of those things that keeps showing up as a blocker in your modernization roadmap?<br><br>What I usually hear is that policy templates, endorsements, renewal notices, declarations pages, that kind of thing, can only be touched by a developer who knows the system. So when a regulatory change hits or a product team needs a template update, it becomes an IT ticket before it becomes anything else. At your member base, that queue adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the IT dependency around document changes as part of your broader digitization push. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity surrounding Oracle Documaker means IT is often the bottleneck for every policy template change, slowing down the broader digitization roadmap.
Hi Hari,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One thing I should have included: we work with 25+ insurers who've gone through similar transitions. The pattern we see most often is that the insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck for every policy document change. Declarations pages, endorsements, renewal notices, cancellation letters, the compliance or ops team handles updates the same day instead of waiting on a developer ticket.<br><br>That matters especially when a state regulatory change has to propagate across your policyholder base quickly. With your member base, a two-week developer cycle on a template change is real exposure.<br><br>The broader point: document composition doesn't have to live on IT's plate. The controls stay in place, but the day-to-day change path shifts to the people who actually know what the document should say.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to complex OED upgrades, consider if moving document composition to business users can eliminate the $150K+ developer dependency.
Subject: One last thing on CCM at QBE
Hi Hari,<br><br>Sent you a couple of notes about the document layer at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition comes up as a friction point in the modernization program, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: MHC helps 25+ insurers including Guardian and Allstate modernize their CCM; we are ranked #1 for the mid-market and mega-carrier transition by Aspire. · Asset: UNLOCK1.PDF
Hari, appreciated the connect. I sent a few emails recently about the Documaker dependency piece, specifically how Oracle specialist scarcity tends to put IT in the middle of every template change request.
At MHC we help insurers move that ownership to the business side, off the developer queue. Guardian and Allstate both made that shift with us, and Aspire ranked MHC first for mid-market and mega-carrier CCM transitions.
Happy to reconnect here if the timing ever works.
Chris
Kelly Mikula
VP, Global Head of Digital Engineering Services
operations · vp
completed
primary
– none
influencer
seq 37
step 0/3
📋 UNLOCK1.PDF
Angle: strategic oversight of content management and application integration services
Hooks: Leadership of QBE's global technical services, specifically overseeing content management, repositories, and middleware, Expertise in technology standardization and global operating models to reduce IT infrastructure expenses, Responsibility for architecting and directing the transformation of IT technical services disciplines including data messaging and integration
posture: peer CTA: soft type: problem_first
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Subject: Document template changes at QBE
Hi Kelly,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing digital engineering at QBE, I wanted to ask about something that comes up a lot at insurers your size. When a policy notice or endorsement needs an update, does that still require an IT ticket and a developer before it goes out?<br><br>With your member base and the breadth of commercial, personal, and specialty lines QBE manages, that dependency adds up fast. A regulatory change hits one state, a brand update rolls across product lines, and suddenly the queue is backed up with document requests that feel routine but require specialist time to execute.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that engineering overhead on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes
Hi Kelly,<br><br>Following up on what I sent about IT dependency on document changes.<br><br>I'll be straight with you: I don't have a single insurance case study with a hard metric I can drop here. What I can tell you is the pattern we see consistently across the 60+ insurers we work with. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the IT ticket never gets written in the first place.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The common thread is the same: declarations pages, endorsements, renewal notices, premium notices, all of those change cycles used to sit in a developer queue. After the move, the people who know what the document should say are the ones making the update, with approval workflows built in.<br><br>Given QBE's modernization focus on digital platforms and operational efficiency, that kind of shift on the document layer seems like it fits the direction you're already heading.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kelly
Hi Kelly,<br><br>Sent you a couple of notes about document template dependencies at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as QBE's modernization program moves forward, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers trust MHC; we are ranked #1 in mid-market CCM by Aspire. · Asset: UNLOCK1.PDF
Hey Kelly, glad you connected.
Sent you a few emails recently around the document infrastructure gap in modernisation work, so figured this was a better place to continue the conversation.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate are both running on MHC now, and we're ranked number one in mid-market CCM by Aspire, so the model has been validated at scale.
Happy to reconnect here if the timing ever works.
Chris
Alex Pinchevsky
Vice President - Transformation Leader
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_modernization_gaps
Hooks: QBE's pivot away from North American middle-market segments and home insurance, Role as Transformation Leader during the General Casualty and Southern merger integration, Legacy dependency on Oracle Documaker for high-volume renewals and claims correspondence
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: legacy blocking roadmap
—
Reframe: don't default to cloud upgrade
Subject: —
—
Proof: MHC helps carriers like Guardian and Allstate modernize document operations without the multi-year IT bottleneck common in legacy migrations. · Asset: ULTIMA1.PDF
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Samuel Lipton
Head of Technology, Enterprise Platforms
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise platforms leadership at QBE
Hooks: your oversight of Enterprise Platforms at QBE, recent shift in leadership under Julie Wood, FY2025 results highlighting statutory net profit growth to $2.1B
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Insurance leaders like Guardian and Allstate have modernized their document operations to eliminate IT bottlenecks. · Asset: UNLOCK1.PDF
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Alyssa Hunt
SVP Technical Operations
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: AI-driven claims transformation and legacy developer scarcity
Hooks: Your leadership in launching TextQBE with Hi Marley for AI-driven claims communications, QBE's current hiring focus for Document Analysts specialized in legacy document systems, The impact of the Global Trade Credit divestiture on QBE's North American document architecture
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: Documaker: IT ticket wait per change and developer scarcity ($150K+ cost)
Subject: —
—
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
—
Abhijit Madlekar
Vice President of Technology Services
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: IT leadership at Raheja QBE and Documaker developer scarcity
Hooks: Current focus on Technology Services and Application Delivery at Raheja QBE, Specific expertise in Solution Architecture and Claim Management systems, Oracle Documaker dependency for high-volume insurance docs like declarations and billing
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker developer scarcity ($150K+, shrinking pool)
—
Reframe: Legacy technical debt blocking the DT roadmap and architectural simplification
Subject: —
—
Proof: Insurance industry leaders like Allstate and Guardian use MHC for complex document automation · Asset: UNLOCK1.PDF
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Jeff Meyers
AVP, Product Manager
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: product analysis and policy admin modernization
Hooks: Your work steering product analysis for middle market commercial lines and implementing multiple lines of business into the new policy administration system., Your oversight of rates, rules, and forms filings across all 51 US jurisdictions., The recent 2025 results showing QBE's statutory net profit of $2.1B and focus on operational excellence.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Kurt Leverson
Chief Operations Leader
operations · c_level
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic operational optimization during QBE’s pivot to niche specialist segments
Hooks: Experience leading end-to-end operations for lender-placed insurance and hazard/flood compliance, Recent strategic shift at QBE North America away from middle-market towards niche specialty lines, History of leading platform migrations and enterprise technology rollouts since 2010
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The closure of middle-market segments and the pivot to niche specialties puts immense pressure on DocOps to update thousands of templates (declarations, endorsements, renewals) without waiting on a shrinking pool of $150K+ Oracle Documaker developers.
—
Reframe: Rather than defaulting to another developer-heavy upgrade path, QBE can decouple document composition from IT, allowing business users to manage policy and claim correspondence directly and accelerating the digital transformation roadmap.
Subject: —
—
Proof: MHC helped Guardian and over 25 other insurers modernize their CCM, ranking #1 in the mid-market by Aspire for ease of use and business-user self-service. · Asset: ULTIMA1.PDF
—
Vinay Kurup
Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: AI-first modernization vs. legacy Documaker debt
Hooks: Your recent focus on 'liberating specialists from mundane repetitive tasks' to drive GenAI innovation at QBE North America, The current active hiring for Document Analysts specialized in legacy systems to bridge the gap while QBE divests non-core units like Global Trade Credit, Transitioning from manual, error-prone underwriting processes to a 'data-driven underwriting cockpit' as part of your North Star goal
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker: IT ticket wait per change and the scarcity of specialized developers ($150K+) needed to maintain legacy templates.
—
Reframe: DocOps modernization: Moving toward compliance-ready, 508-compliant document operations that don't require an IT bottleneck for every policy endorsement or renewal update.
Subject: —
—
Proof: MHC helped Guardian and Allstate (T2) streamline document operations; specifically, we've helped 25+ insurers achieve #1 mid-market status by removing the legacy liability of old CCM platforms. · Asset: ULTIMA1.PDF
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Shakeel Shaik Mohammed
Senior Business Analyst
operations · manager
completed
tertiary
– none
influencer
seq 72
step 0/3
📋 UNLOCK1.PDF
Angle: DocOps friction within digital transformation
Hooks: Experience managing business analysis for complex insurance workflows at QBE North America, Focus on Scrum/Agile methodologies for process improvement, Background in scaling operational innovation to meet modernization roadmaps
posture: peer CTA: soft type: problem_first
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Subject: Doc changes at QBE
Hi Shakeel,<br><br>Chris here from MHC Automation.<br><br>Given your role as a Senior Business Analyst at QBE, I wanted to ask about something that comes up a lot at insurers your size. When a policy document or customer notice needs updating, does that still require an IT ticket and a wait on a developer to make the change?<br><br>At carriers running legacy document platforms, that's usually the answer. Business analysts know exactly what the document should say, but the change has to go through someone who can edit the underlying template. When QBE is running modernization programs and trying to move faster, that kind of friction adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Shakeel,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Intact Financial runs their policyholder communications on MHC NorthStar CCM. The pattern we see there and at other carriers is consistent. Once the business side can manage templates directly, the wait disappears. Compliance or ops makes the change the same day instead of waiting on a developer queue.<br><br>That matters especially at an insurer like QBE, where you're optimizing the portfolio and pushing toward faster digital delivery. Declarations pages, endorsements, renewal notices, cancellation letters. When regulatory language has to update across your policyholder base, that's a project on most legacy systems. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place, so IT isn't the bottleneck for every template edit.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Shakeel
Hi Shakeel,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in QBE's modernization work, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Shakeel, good to be connected.
Sent you a few emails recently around the document infrastructure gap in the modernisation work. Figured LinkedIn might be a better place to continue the conversation if any of it landed.
At MHC we help insurers move template ownership off IT queues to the business side. We've done that for Intact, Allstate, Acuity, and around 25 other carriers, so the pattern of legacy document layers slowing down transformation programmes is something we've seen play out a lot.
Worth a quick conversation to see if any of this is relevant?
Chris
Fred Dabney
Senior Vice President, Residential Lines
operations · vp
completed
primary
– none
champion
seq 27
step 0/3
📋 ULTIMA1.PDF
Angle: Documaker modernization for residential lines
Hooks: Current focus on Residential Lines (Home and Renters) growth and profit, Experience managing legacy policy administration system integrations, QBE's active hiring for Document Analysts specialized in legacy systems
posture: peer CTA: soft type: problem_first
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Subject: Document ops at QBE residential lines
Hi Fred,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing residential lines at QBE, I wanted to ask about something that comes up a lot at insurers your size. Is updating policyholder documents like declarations pages, renewal notices, or endorsements still a process that requires a developer who knows the underlying system?<br><br>At a lot of carriers, even small template changes go through a specialist queue. When you're running a modernization program and trying to move faster, that bottleneck can quietly slow everything down. Hiring for those specialized roles is also genuinely competitive right now, which makes the dependency worse.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit for what you're building at QBE. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity in residential lines is a silent tax on your growth roadmap, especially with specialized Document Analyst hiring being so competitive right now.
Hi Fred,<br><br>Following up on what I sent about the document template bottleneck at residential lines.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see again and again: the carrier moves over, and the compliance or product team starts managing template changes directly. The wait for a developer who knows the legacy system disappears.<br><br>With your member base and the modernization work QBE has underway, that kind of speed matters. A regulatory change hitting declarations pages or renewal notices across residential lines shouldn't have to be a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of battling the shrinking pool of Documaker experts to maintain legacy templates, shift that control to your underwriting and product teams to eliminate the IT bottleneck.
Subject: One last thing for QBE
Hi Fred,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate use MHC to maintain thousands of insurance templates without a dev-heavy DocOps cycle. · Asset: ULTIMA1.PDF
Hey Fred, glad we're connected here.
Sent you a few emails about the developer scarcity piece on Documaker, specifically how that slows down template changes in residential lines when the hiring market for Document Analysts is this tight. Wanted to see if the channel switch was worth it.
At MHC we help insurers get template ownership off the IT queue and onto the business side. Guardian and Allstate both run thousands of insurance templates through it without a dev-heavy cycle to manage changes.
If any of this lands, feel free to reach out whenever.
Chris
Ben Clary
VP, Infrastructure Architecture Manager
engineering · vp
completed
primary
– none
decision_maker
seq 36
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise infrastructure modernization + devops roots
Hooks: Your transition from Lead Enterprise Architect for DevOps to managing global infrastructure architecture at QBE., QBE's current digital transformation objective of 40% improvement in developer experience., Your specific focus on maintaining global infrastructure technology strategy and enterprise architecture designs.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your infra roadmap
Hi Ben,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing infrastructure architecture at QBE, I wanted to ask about something that comes up a lot with infrastructure leaders at carriers your size. Does managing document template changes still route through developers, even when the change is on the business side?<br><br>With your member base and the complexity of commercial and specialty lines, that dependency tends to create a real queue problem. Every endorsement, renewal notice, or claims letter that needs a tweak becomes an IT ticket. The people who know what the document should say are waiting on the people who know how the system works.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that developer dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ben,<br><br>Following up on what I sent about the developer bottleneck on document changes.<br><br>One thing worth mentioning: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC now. I'll be straight with you, I don't have a single insurance case study with a headline metric I can drop here. What I can tell you is the pattern that plays out every time. The insurer moves to MHC NorthStar CCM, the compliance or operations team starts managing templates directly, and the wait disappears. IT stops being the bottleneck on every declarations page update or cancellation notice.<br><br>For a team with a DevOps orientation and an active modernization program, that matters. The document layer should behave like the rest of your modern infrastructure: business logic owned by the people closest to the requirement, with controls in place that IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in_risk
Subject: One last thing on CCM
Hi Ben,<br><br>Sent you a couple of notes about the document infrastructure piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization side, feel free to reach out.
Proof: Guardian and Allstate (T2) are among 25+ insurers using MHC to eliminate legacy Documaker bottlenecks. · Asset: CUSTOM1.PDF
Appreciated the connection, Ben.
Sent you a few emails about the IT dependency piece, so you may already have some context on what we do. At MHC we help insurers get template changes off the developer queue and into the hands of business users directly. Guardian and Allstate are among 25+ carriers that moved away from legacy Documaker bottlenecks that way, which is what made me think of QBE.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Kline
SVP, Application Development
engineering · vp
completed
primary
– none
decision_maker
seq 22
step 0/3
📋 ULTIMA1.PDF
Angle: strategic scaling during QBE's $2.1B profit year and M&A activity
Hooks: QBE's reported $2.1B net profit for 2025 and the recent Swiss Re trade credit acquisition, Managing legacy debt while exiting the U.S. home insurance market and non-renewing 37k+ policies, Your focus on SAFe 6 and ITIL frameworks to streamline application delivery
posture: peer CTA: soft type: problem_first
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Subject: Document template bottlenecks at QBE
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing application development at QBE, I wanted to ask about something that comes up a lot at insurers your size. Does updating customer-facing documents like policy notices, endorsements, or renewal correspondence still require a developer to touch the template every time?<br><br>At large carriers, that dependency tends to create a real backlog. A compliance change hits, a state filing comes in, a brand update rolls out, and suddenly the queue is full of document tickets that could have been handled by the business side if the tooling allowed it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC, alongside 60+ other insurers. The pattern is pretty consistent: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Compliance handles their own updates. Ops handles theirs. Changes happen the same day instead of waiting on a sprint cycle.<br><br>That matters especially when a state regulatory change has to propagate across policy documents for a large policyholder base fast. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, your compliance team makes the change directly, with approval workflows built in.<br><br>With QBE's modernization focus on digital platforms and operational efficiency, I'd imagine anything that removes developer time from low-value work is worth a look.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance/508 risk and IT ticket wait times
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as QBE's modernization program moves forward, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) improved delivery with MHC · Asset: ULTIMA1.PDF
Hey Michael, appreciate you connecting.
Sent you a couple of emails about the IT dependency piece I mentioned, so you've got the context. At MHC we help insurers move template ownership to the business side so document changes stop landing in developer queues. Guardian and Allstate are two of the 25+ carriers that have shifted that workload off their engineering teams entirely.
Given your role at QBE, figured LinkedIn might be a better place to have this conversation than an inbox.
If any of this lands, feel free to reach out whenever.
Chris
Ashley Faia
Vice President; Underwriting Operations
operations · vp
completed
primary
– none
influencer
seq 25
step 0/3
📋 GUC3E41.PDF
Angle: document-heavy stop loss and A&H operations
Hooks: Mention her leadership in QBE's Accident & Health division, specifically regarding medical stop loss products where documentation precision is critical., Reference her focus on sharing focused expertise and technical resources to help brokers grow through responsive service., Acknowledge QBE North America's recent $1.78B statutory net profit and the scaling pressure this puts on underwriting document throughput.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at QBE
Hi Ashley,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting operations at QBE, I wanted to ask about something we see come up a lot at large commercial and specialty insurers. Does every change to a customer-facing document, like a stop loss certificate or an A&H policy form, still require going through IT and waiting on a developer to touch the template?<br><br>At organizations running legacy document platforms, that wait can stretch from days to weeks. The business side knows exactly what the document needs to say, but the change doesn't happen until a developer with platform-specific knowledge has bandwidth. For a team managing something as document-heavy as stop loss and A&H operations, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT/developer scarcity ($150K+) stalling Documaker template updates for Accident & Health stop loss docs.
Hi Ashley,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1M annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and got template turnaround down from weeks to days.<br><br>The way they got there was by moving template ownership to the business side, with controls still in place for compliance review. The people who knew what the documents needed to say were the ones making the changes. IT stopped being the bottleneck for every update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>For a team running stop loss and A&H documents, where plan-level language and state-specific forms have to stay accurate, that kind of turnaround matters. A regulatory update or a mid-term endorsement change doesn't have to sit in a queue.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to avoid legacy liability; don't just default to the next Oracle upgrade, consider business-user self-service.
Subject: One last thing, Ashley
Hi Ashley,<br><br>Sent you a couple of notes about document ops at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4 per document by automating over 1M communications and reducing template turnaround from weeks to days. · Asset: GUC3E41.PDF
Hey Ashley, glad we're connected.
Saw you're deep in the digital transformation work at QBE and thought the document infrastructure gap I mentioned in my emails might be worth a second look. At MHC we help insurers move template ownership off the IT queue and onto the business side. Allied Benefits saw that shift pay off at scale, cutting $4 per document across over a million communications and pulling template turnaround from weeks down to days.
Happy to reconnect here if the timing ever works.
Chris
Sushma Segal
Group Chief Transformation Officer
operations · c_level
completed
primary
– none
influencer
seq 33
step 0/3
📋 GUC3E41.PDF
Angle: strategic global-to-local transformation roadmap
Hooks: your recent presentation at the 2026 Insurance Forum regarding reimagining insurance through global transformation, your shift in leadership philosophy toward empowering teams closest to the customer to find solutions, QBE's multi-lever transformation agenda and the integration of Agentic AI into the insurance lifecycle
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: QBE + document infrastructure
Hi Sushma,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at QBE, I wanted to ask about something that comes up a lot with global insurers running modernization programs. When your teams need to update policyholder documents like declarations pages, endorsements, or renewal notices, does that still require a developer to make the change in the system?<br><br>At the scale QBE operates, that dependency adds up fast. A regulatory change in one market, a brand update, a product revision — and the business side is waiting on IT to touch a system only a few people know how to use. It slows down the local execution piece that usually matters most in a global-to-local transformation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency across your document production layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sushma,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example that might be relevant: Allstate, Acuity, and Guardian Life run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently is that once the business side can manage templates directly, the IT ticket queue for document changes stops being a bottleneck. Changes happen the same day instead of waiting on a sprint cycle.<br><br>With your member base and the number of markets QBE operates in, that matters. A regulatory change in one region shouldn't require a developer project. Your compliance or operations teams should be able to make that update directly, with the right controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Sushma
Hi Sushma,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in QBE's transformation roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Sushma, good to have you connected here.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. At MHC we help insurers move that ownership to the business side. Optum shifted 200-plus templates across their BCBS and Humana lines that way, and Natera cut a two-and-a-half week turnaround to two days on similar work.
Given what's typically on the plate of a transformation office at QBE, that kind of friction is worth knowing you can remove.
If any of this lands, feel free to reach out whenever.
Chris
Beckie Wendorf
VP Underwriting Operations
operations · vp
completed
primary
– none
influencer
seq 44
step 0/3
📋 UNLOCK1.PDF
Angle: strategic_modernization_leader
Hooks: Current role as VP of Underwriting Operations and leadership in Enterprise Leadership & Governance at QBE North America., Proven track record of driving 40% productivity gains through process modernization., Experience leading the rollout of vendor-built underwriting workbenches to eliminate manual email-based workflows., Active member of the North American Data Governance and Responsible Use of AI Committees.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at QBE
Hi Beckie,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting operations at QBE, I wanted to ask about something that comes up a lot at insurers your size. When a policy form or endorsement needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At a lot of carriers running older document platforms, that wait is measured in weeks. The business team knows what needs to change, but they can't get to the template without going through someone in IT who knows the system. With QBE's modernization push, I'd imagine that kind of friction is starting to get attention.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Beckie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: the pattern we see most at insurers running legacy document platforms is that the developer pool keeping those systems alive is shrinking. When one of those folks leaves or moves to a different project, template changes stop. That becomes a real problem when a regulatory update hits or a product change needs to go out to your policyholder base.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. The common thread: once they made the switch, the compliance and ops teams started handling template changes directly. IT stops being the bottleneck for every endorsement, renewal notice, or policy form update.<br><br>Given where QBE is with its modernization program, taking the document layer off the IT dependency list seems like a natural fit.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Beckie
Hi Beckie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in QBE's modernization work, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Beckie, good to have you in the network.
Sent you a few emails about the document infrastructure gap sitting in the middle of modernisation roadmaps, so you probably have some context on where we play. At MHC we help insurers move template ownership off IT queues and onto the business side, which tends to clear some of the bottleneck that slows everything else down.
Carriers like Guardian, Allstate, and Intact have gone through this with us, so there's a reasonable proof of concept for what that shift looks like in practice.
Happy to reconnect here if the timing ever works.
Chris
Nick Van
Program Manager
operations · manager
completed
primary
– none
● unknown
in Nick Van
influencer
seq 13
step 0/3
📋 UNLOCK1.PDF
Angle: strategic agility and technical stability
Hooks: your recent SAFe Agilist certification, long-term tenure at QBE North America in Madison, background with PMP and technology leadership
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at QBE
Hi Nick,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at QBE, I wanted to ask about something that comes up a lot at insurers your size. When a policy change needs to go out or a renewal notice has to be updated, does that still require going through IT and waiting on a developer to touch the template?<br><br>At large carriers, that wait can stretch for weeks. Especially when the people who know the system are stretched thin or the work requires a specialist who understands the underlying platform. With your member base, that kind of lag on policyholder documents can become a real problem fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'developer scarcity' tax on Documaker is likely hitting your modernization roadmap—it's hard to stay agile when simple template changes for declarations or renewals require a shrinking pool of $150K+ specialists.
Hi Nick,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on a similar challenge. They were processing over 1 million annual communications across 250+ templates and 80+ plan variations. By giving their business team direct control over templates, they eliminated $4 per document in vendor fees and removed the back-and-forth with IT entirely.<br><br>The pattern we see at insurers is consistent. Policyholder data sits across several systems. Declarations, endorsements, renewal notices all pulling from different sources. When a regulatory change hits or a product line gets updated, someone has to find the right template in a system only a developer can touch. That wait time doesn't have to exist.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than waiting on IT tickets for every endorsement change, the shift is toward empowering business users to handle document composition directly, bypassing the legacy bottleneck.
Subject: One last thing, Nick
Hi Nick,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: We helped Allied Benefits eliminate $4/document in manual costs and Natera cut cycle times from 2.5 weeks to 2 days while maintaining complex insurance compliance. · Asset: UNLOCK1.PDF
Hey Nick, good to be connected.
Sent you a couple of emails recently about the developer scarcity piece on Documaker and how that kind of dependency tends to slow down the broader modernisation work. Didn't want to let this connection sit without saying something here too.
At MHC we help insurers get template ownership off the developer queue and onto the business side. Allied Benefits cut $4 per document in manual costs running that way, and Natera brought cycle times from 2.5 weeks down to 2 days.
Happy to reconnect here if the timing ever works.
Chris
Greg Puleo
Senior VP, Digital Transformation, Delivery & Support
operations · vp
completed
primary
– none
influencer
seq 15
step 0/3
📋 UNLOCK1.PDF
Angle: strategic underwriting digitialization
Hooks: Your leadership in QBE's 'measured approach' to digital transformation, specifically grounding reengineering and tech teams around liberating specialists from mundane tasks., Active hiring for Document Analysts focused on legacy document systems indicates a high maintenance burden for current templates., QBE's documented success with RiskOps and reducing manual rekeying in underwriting makes Documaker's developer scarcity the logical next bottleneck.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer + digitalization, Greg
Hi Greg,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at QBE, I wanted to ask about something we see come up a lot at insurers your size. When modernization programs push into underwriting and data platforms, does the document layer end up being the thing that slows everything else down?<br><br>What we usually hear: policy communications, endorsements, renewal notices, claims correspondence all still live in a system only a developer can touch. So every template change goes into an IT queue, and the business side waits. At your scale, that wait compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer off the critical path for your transformation work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Greg,<br><br>Following up on what I sent about the document layer piece.<br><br>One thing I should have included: the pattern we see at insurers who move to MHC NorthStar CCM is that compliance and ops teams start owning template changes directly. The IT ticket for a disclosure update or a renewal notice revision never gets written. Changes happen the same day.<br><br>I know QBE is pushing hard on digitalization across underwriting and operations. The document production side tends to be the last thing that catches up, especially when policyholder communications are pulling from multiple systems and every change is a developer project.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurers. The consistent result is that business users stop waiting on IT for document changes, and IT gets that time back for the work that actually requires them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Greg
Hi Greg,<br><br>Sent you a couple of notes about the document infrastructure piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your modernization program, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. Asset: UNLOCK1.PDF. · Asset: UNLOCK1.PDF
Greg, good to have you in the network.
Sent you a few emails about the IT dependency piece on template changes. At MHC we help insurers move that ownership to the business side so document updates stop sitting in developer queues. Intact and Acuity have both made that shift, which tends to free up meaningful IT capacity for the roadmap work that actually needs engineering attention.
Given what you're driving at QBE on the transformation side, there may be some overlap there.
If any of this lands, feel free to reach out whenever.
Chris
Srikanth Rajagopalan
Head of Infrastructure Services
engineering · vp
completed
primary
– none
influencer
seq 45
step 0/3
📋 CUSTOM1.PDF
Angle: infrastructure modernization
Hooks: Your previous leadership roles at Nomura and Moody’s suggest a deep familiarity with enterprise cloud and platform scale., With QBE’s mega-scale of document types—from claims correspondence to complex declarations—maintaining the underlying infrastructure for legacy systems like Oracle Documaker often becomes a silent drain on IT resources., Given your expertise in steering enterprise cloud strategy, the friction of managing localized legacy Documaker instances likely conflicts with your current modernization roadmap.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: QBE + document infrastructure
Hi Srikanth,<br><br>Chris here from MHC Automation.<br><br>Given your role leading infrastructure services at QBE, I wanted to ask about something that comes up a lot with insurance organizations running legacy document platforms. Does managing template changes for policyholder communications still require developer involvement every time something needs to update?<br><br>From what we see, that dependency tends to become a real problem when modernization programs are in motion. The document layer gets left behind because touching it requires someone who knows the system deeply, and those cycles are already stretched.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit given what QBE has underway. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Srikanth,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>We recently helped Guardian Life and Allstate modernize how their teams manage policyholder communications. The pattern was consistent: both moved away from a developer-dependent document layer and got their compliance and ops teams making template changes directly. IT stopped being the bottleneck for every update.<br><br>That matters especially when a regulatory change hits across multiple states and the update has to reach millions of policyholders fast. Declarations pages, renewal notices, endorsements, cancellation notices, all of it. On a legacy system, that's a developer project. On MHC NorthStar CCM, the business side handles it with controls in place.<br><br>Given QBE's modernization program, I'd think the document layer is one of those things worth getting off the critical path sooner rather than later.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_modernization
Subject: One last thing, Srikanth
Hi Srikanth,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition setup becomes a friction point in QBE's infrastructure work, feel free to reach out.
Proof: Guardian and Allstate · Asset: CUSTOM1.PDF
Srikanth, appreciate you connecting.
I sent a few emails over the past weeks about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without a ticket. At MHC we help insurers do exactly that. Guardian and Allstate both made that shift and cut the back-and-forth with IT significantly on document updates.
Not sure if that maps to anything on your side at QBE, but happy to reconnect here if the timing ever works.
Chris
Todd Greeley
Chief Claims Officer
operations · c_level
completed
primary
– none
champion
seq 17
step 0/3
📋 GUC3E41.PDF
Angle: Innovation & Claims Experience Leadership
Hooks: Mention being named on Risk & Insurance's 2026 Executives to Watch list., Reference his 'at the heart of it' philosophy regarding the claims customer experience., Acknowledge his focus on streamlining three disparate claims organizations into one consistent experience.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs and IT dependencies
Hi Todd,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at QBE, I wanted to ask about something that comes up a lot with insurers your size. When your claims team needs to update customer-facing correspondence, like denial letters, coverage confirmations, or settlement notices, does that still require going through IT and waiting on a developer to make the change?<br><br>At a lot of general insurers, the claims documents are technically owned by the business but practically controlled by whoever knows the legacy document system. A compliance update or a new state disclosure requirement turns into a developer ticket, and the timeline slips.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your claims team move faster on document changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Todd,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Natera cut their document turnaround from 2.5 weeks to 2 days after moving off their legacy platform. Different industry, but the underlying problem was the same: every change had to go through a developer, and the queue never got shorter.<br><br>For a claims operation at QBE's scale, that kind of delay hits hardest when a regulatory notice or a coverage letter needs to go out fast and accurately to a large group of policyholders. With your member base across commercial, personal, and specialty lines, a single template change can touch a lot of documents.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place, so your compliance or claims ops team handles it directly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 requirements often get stalled when claims teams are dependent on specialized developers for every template tweak.
Subject: One last thing, Todd
Hi Todd,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your claims team, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Todd, glad you connected.
Sent you a few emails about the template change bottleneck on Documaker, specifically the IT ticket wait every time DocOps needs an update. At MHC we help insurers move that ownership to the business side, off the developer queue entirely.
One company doing high-volume template work across BCBS and Humana got to 200+ templates under management, and another cut cycle times from 2.5 weeks to 2 days once the IT dependency was removed.
Worth a quick conversation to see if any of this is relevant?
Chris
Alissa Spencer
VP, North America Communications
operations · vp
completed
primary
– none
champion
seq 5
step 0/3
📋 ULTIMA1.PDF
Angle: QBE's US commercial liability transfer and the resulting document volume shift.
Hooks: Ongoing loss portfolio transfer of US commercial liability reserves, Managing declarations and billing correspondence across specialty and crop segments, Impact of the middle-market segment closure on renewal document operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at QBE
Hi Alissa,<br><br>Chris here from MHC Automation.<br><br>Given your role in North America Communications at QBE, I wanted to ask about something that comes up a lot at carriers your size. When a policy renewal notice or endorsement needs to change, is that still a developer project, or has your team found a way to handle it without going through IT?<br><br>We see this constantly with large commercial insurers. The people who know what the document should say can't touch the template. Someone has to write a ticket, find a developer with the right system knowledge, and wait. With your member base and the volume shifts coming out of the US commercial book, that bottleneck tends to get expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your communications team move faster on document changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+) creating bottlenecks for policy renewal updates.
Hi Alissa,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They also eliminated $4 per document in vendor fees by moving away from their legacy platform.<br><br>The bigger shift was that their ops team stopped waiting on developers for every template update. When a regulatory change came through, the business side handled it directly. Changes happened the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>With QBE's US commercial liability transfer and the document volume that comes with it, that kind of flexibility seems worth at least a conversation. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM architecture blocking the DT roadmap; stop defaulting to developer-heavy workarounds.
Subject: One more thing, Alissa
Hi Alissa,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps T2 carriers like Allstate and Guardian eliminate document legacy liabilities. · Asset: ULTIMA1.PDF
Alissa, appreciate you connecting. I sent a few emails recently about the Documaker developer dependency piece, so you may have some context already on what we do at MHC.
The short version is we help carriers move template ownership off specialist developer queues and back to the business side. Allstate and Guardian have both gone through that shift with us, which is partly why I reached out to QBE specifically.
If any of this lands, feel free to reach out whenever.
Chris
Jennifer Beran
VP, Claims & Risk Solutions Governance and Delivery
operations · vp
completed
primary
– none
champion
seq 33
step 0/3
📋 UNLOCK1.PDF
Angle: strategic_pivot_operational_efficiency
Hooks: Leveraging your AIC background and current role leading Claims & Risk Solutions Governance at QBE North America., The recent strategic shift away from U.S. middle-market and home insurance segments likely demands a leaner, more agile approach to claims correspondence and policy delivery., Your deep expertise in claims operations and governance is critical as QBE integrates entities like General Casualty and Southern Pilot into a unified architecture.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs and IT dependency
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Claims and Risk Solutions at QBE, I wanted to ask about something that comes up a lot at insurers your size. When a claims letter or policy notice needs to change, does that still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At large carriers, that dependency is usually invisible until it isn't. A regulatory change drops, or a new claims workflow gets rolled out, and suddenly the bottleneck is the document layer. Business teams know what needs to change but can't touch the template without going through IT.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see how we can help reduce that IT dependency on the documents side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
Hi Jennifer,<br><br>Following up on what I sent about the IT dependency piece.<br><br>I want to be straightforward with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across the 60+ insurers we work with. The carrier moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change. Changes happen the same day instead of waiting in a queue.<br><br>For claims teams specifically, that matters when a state changes its required language on an adverse action notice or a new coverage disclosure has to go out with your member base in mind. Right now that's probably a developer project. It doesn't have to be.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 and reducing IT dependency for business users
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about the document infrastructure piece at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as QBE continues its modernization push, feel free to reach out.
Proof: Insurance T2: Trusted by Guardian, Allstate, Intact, MiWay, Acuity, and Loomis with 25+ insurers globally. · Asset: UNLOCK1.PDF
Hey Jennifer, appreciate you connecting.
Sent you a few notes recently about the template change bottleneck on IT queues. At MHC we help insurers move that ownership to the business side, away from developer dependencies entirely. That's why carriers like Guardian, Allstate, and Intact have moved to us, and we're working with 25 or so insurers globally at this point.
With claims governance touching as much document throughput as it does at QBE, figured it was worth a direct note.
Worth a quick conversation to see if any of this is relevant?
Chris
Ketan Pandit
Group Chief Data, AI and Technology Officer
operations · c_level
completed
primary
– none
influencer
seq 44
step 0/3
📋 GUASP3.PDF
Angle: strategic modernization and AI foundation
Hooks: Recognition in the Business Transformation 150 for leading global innovation and simplification strategies at QBE., Focus on 'simplifying technology systems' and fixing critical policy/claims systems before peripheral ones to balance cost and risk., QBE's current digital transformation goal of a 40% improvement in developer productivity, which aligns with reducing Documaker-related IT bottlenecks.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your modernization stack
Hi Ketan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and AI at QBE, I wanted to ask about something that comes up a lot with insurers running a modernization program. Does the document production layer keep pace with the rest of the stack, or does it end up being the thing that slows everything else down?<br><br>The pattern we see: the modern data and AI infrastructure gets built out, but policy documents, renewal notices, claims correspondence still depend on a developer to touch the template every time something changes. The business team knows what needs to change. They just can't make the change themselves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ketan,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. What made it work was that their operations team stopped depending on developers for routine template updates. Changes that used to require a ticket and a wait now happen the same day, with approval workflows still in place.<br><br>For an insurer with your member base, that matters when a regulatory change hits and policyholder notices, endorsements, or cancellation letters need to go out fast and accurately across multiple lines of business.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Ketan
Hi Ketan,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become a friction point in your modernization program, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: GUASP3.PDF
Ketan, appreciated the connection. Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn made more sense to continue the conversation.
At MHC we help insurers move template ownership off the developer queue and onto the business side. HSBC went through a similar shift when they consolidated over a hundred templates onto the platform, including work tied to their SWIFT infrastructure.
Given where QBE is on the modernisation side, that document infrastructure gap tends to show up in unexpected places.
If any of this lands, feel free to reach out whenever.
Chris
Ian Fantozzi
Group Executive, Technology and Operations
operations · c_level
completed
primary
– none
influencer
seq 25
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital transformation focus & recent global technology mandate at QBE
Hooks: Transition to Group Executive of Technology & Operations at QBE in early 2025, Leadership in global operations, transformation, and AI capabilities, Previous success scaling Beazley Digital as CEO to $227m GWP
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: QBE + document infrastructure
Hi Ian,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and operations at QBE, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory change hits or a product line shifts, does updating the policy documents and customer notices still require pulling a developer in to touch the templates?<br><br>At carriers running older document platforms, that dependency tends to become a real drag. The compliance team knows what needs to change, the ops team is waiting, but the change sits in a queue until someone technical gets to it. With QBE's focus on modernizing digital platforms and moving faster operationally, I'd imagine that kind of friction is worth looking at.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency for your document operations teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity
Hi Ian,<br><br>Following up on what I sent about document template dependencies at QBE.<br><br>Something I should have included in my last note: the pattern we see most often at insurers your size is that the compliance or product team knows exactly what a document needs to say, but they're waiting on a developer to make it happen. Declarations pages, endorsements, renewal notices, cancellation letters. One regulatory update can touch dozens of templates across multiple lines of business.<br><br>The insurers we work with on MHC NorthStar CCM have largely moved the day-to-day change work off the IT queue entirely. The people who need to update the document are the ones who update it, with approval workflows and controls built in so IT isn't a bottleneck but still isn't out of the picture.<br><br>With QBE's member base and the breadth of your commercial and specialty lines, the volume of documents affected by any given change is significant. That's where having the business side handle template changes directly starts to matter a lot.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT bottleneck vs business-user self-service for high-volume policy docs
Subject: One last thing, Ian
Hi Ian,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as QBE continues its modernization program, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Ian, appreciate you connecting.
Sent you a few emails recently about the Documaker side of things, specifically the IT ticket wait on every template change. At MHC we help insurers move that ownership to the business side so changes don't queue behind developer availability. Guardian, Allstate, and Intact have gone that route, and we work with 25 or so insurers at a similar scale to QBE.
Given you're across technology and operations both, figured this channel might be a better fit than the inbox.
Worth a quick conversation to see if any of this is relevant?
Chris
Nelson Babilonia
VP, Hosting & Operations Manager
engineering · vp
completed
primary
– none
decision_maker
seq 40
step 0/3
📋 ULTIMA1.PDF
Angle: infrastructure_modernization
Hooks: Leadership at QBE North America Global Infrastructure Services, Managing hosting and operations for large-scale insurance systems, Experience with complex legacy transitions and M&A integration like Swiss Re
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at QBE
Hi Nelson,<br><br>Chris here from MHC Automation.<br><br>Given your role running hosting and operations at QBE, I wanted to ask about something that comes up constantly with infrastructure teams at insurers your size. Does updating policyholder-facing documents still run through developers, or has your team found a way to get the business side handling those changes directly?<br><br>The pattern we see a lot: every template change, no matter how small, turns into an IT ticket. A developer has to touch it. That queue adds days or weeks to something that should take hours. With QBE's modernization push around digital platforms and operational efficiency, I'd imagine the document layer is either already on the roadmap or quietly blocking progress on it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if what we do is relevant to where QBE is headed. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), legacy blocking roadmap
Hi Nelson,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>I'll be straight with you on proof: we don't have a single insurance case study with a hard metric I can point to. What I can tell you is the pattern across the 60+ insurers we work with, including Intact Financial, Acuity, and Allstate. The insurer moves to MHC NorthStar CCM, the compliance and operations teams start managing templates directly, and the wait for IT stops being part of the process.<br><br>For a team like yours, the value is less about document output volume and more about who owns the change path. When a regulatory update hits, or QBE needs to push a policy communication across your commercial and personal lines book, the question is whether that requires a developer or not.<br><br>That's the problem we're built to solve: removing IT from the day-to-day document change path without removing the controls that IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to staying on Oracle Documaker; evaluate business-user self-service to reduce IT ticket wait
Subject: One last thing, Nelson
Hi Nelson,<br><br>Sent you a couple of notes about document infrastructure at QBE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point on the modernization side, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Nelson, appreciated you connecting.
Sent you a few notes over email about the developer scarcity piece and the document layer sitting in the way of broader roadmap work. At MHC we help insurers move template ownership off IT queues so engineering capacity goes somewhere more strategic.
A few names you might recognise on that side: Guardian, Allstate, Intact, Acuity. Twenty-five plus insurers have made the shift, and MHC ranks as the top mid-market platform in the Aspire leaderboard.
If any of this lands, feel free to reach out whenever.
Chris
Kathy McKenzie
AVP, Application Delivery
engineering · director
completed
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– none
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
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AIG
aig.com
· insurance
· New York, US
A global insurance organization providing property casualty insurance and risk management solutions for businesses and individuals.
American International Group, Inc. (NYSE: AIG) is a leading global insurance organization. AIG provides insurance solutions that help businesses and individuals in approximately 190 countries and jurisdictions protect their assets and manage risks through AIG operations and network partners.
Additi…
LinkedIn headcount: 27,715
Corroborated HG Insights data with AIG's broader legacy technology profile; Susan McEowen (Print Production Manager) indicates internal print and document workflow oversight consistent with Documaker's footprint in AIG's life and realty subsidiaries.
LLM classification: Insurance HIGH
Tier 1 score 92
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Agentic AI
HG Insights
Strategic Initiatives
- Accelerated AI strategy deployment for underwriting and claims productivity, AIG Next modernization for operational efficiency and expense ratio reduction
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: regulatory_pressure
Sub-vertical: FINSERV WEALTH
Awareness: stage_2
Scale: mega — customers 18M+
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- Strategy: AIG Next operating structure initiative to create a leaner
- unified company through digital transformation.
- Financial: Reported outstanding 2024 results and prepares for Q1 2026 reporting
- signaling capital availability for modernization.
- Hiring: Active hiring for Technology Analysts and presence of print production management indicates ongoing legacy system maintenance needs.
Contacts (101)
active: 8 completed: 18 queued: 75
8 active · 2 🔗
Meghann Czech
Director of Operations
operations · director
queued
primary
– none
champion
seq 42
step 0/3
📋 CSFIN1.PDF
Angle: AIG Next modernization and Stevens Point operations
Hooks: Current Director of Operations in Stevens Point with 16+ years at AIG, Experience managing complex claim and underwriting operations via Travel Guard roots, Involvement in the AIG Next initiative to create a leaner, unified operating structure
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AIG Next + document bottlenecks
Hi Meghann,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something that comes up a lot at insurers your size. When a regulatory change or a brand update hits, does your team have to route document template changes through IT and wait on a developer to get it done?<br><br>At companies running older document platforms, that wait can stretch into weeks. Business and compliance teams know exactly what the document should say, but they can't touch it without going through a developer. At AIG's volume, across millions of policyholders, that's a real operational drag.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team reduce that dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck of relying on a shrinking pool of $150K+ Documaker developers for portfolio report and 1099 template changes.
Hi Meghann,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their IT team stopped being the bottleneck for every template update. The people who know what the documents should say handle changes directly, with controls in place.<br><br>I think about that in the context of AIG Next. Modernization goals tend to stall when the document layer isn't keeping pace. If compliance or ops still needs a developer ticket to update policyholder notices, renewal communications, or endorsement language, that's friction the rest of the modernization work can't route around.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: AIG Next aims for a unified structure, but legacy architecture like Documaker often forces IT dependency that blocks the modernization roadmap.
Subject: One last thing, Meghann
Hi Meghann,<br><br>Sent you a couple of notes about document operations at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next rollout, feel free to reach out.
Proof: MHC helped HSBC manage 100-200 complex templates and SWIFT communications while reducing IT overhead. · Asset: CSFIN1.PDF
Meghann, good to be connected.
I sent a few emails recently about the Documaker developer dependency piece, specifically the cost and capacity squeeze when a small number of specialists own every template change for things like portfolio reports and 1099s. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move that template ownership to the business side. HSBC used the same approach to manage 100-200 complex templates and SWIFT communications while pulling IT out of the day-to-day.
Happy to reconnect here if the timing ever works.
Chris
David Lentz
Marketing and Communications Lead, AIG Digital
operations · director
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: enterprise communication complexity
Hooks: Head of Editorial Board for Global SAP Center of Excellence, manages global alerts and technical releases for AIG business units, responsible for global SAP digital communications and content QA
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: compliance/508
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: CSFIN1.PDF
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Daune Morris
Vice President, Global IT Technology Delivery Manager
operations · vp
queued
primary
– none
champion
seq 30
step 0/3
📋 CSFIN1.PDF
Angle: AIG Next initiative and technology delivery leadership for Global Specialty Aerospace
Hooks: Current role as VP and Technology Delivery Lead for Global Specialty Aerospace at AIG, Leadership in the AIG Next initiative to create a leaner, unified company through leaner infrastructure, Focus on reducing manual inputs and improving data ingestion quality via GenAI and automation, Experience managing multi-million dollar global projects to transform business capabilities
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AIG Next + document layer
Hi Daune,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT technology delivery at AIG, I wanted to ask about something that comes up a lot at global insurers your size. With AIG Next pushing hard on operational efficiency, is the document layer keeping up, or is every template change still a developer ticket?<br><br>At your volume, that adds up fast. Policyholder communications, endorsements, renewal notices, claims correspondence across Global Specialty and beyond. When a regulatory change hits or a business team needs a document updated, if that still requires someone who knows the underlying system to do it, the backlog gets real.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your dev capacity for higher-priority AIG Next work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Daune,<br><br>Following up on what I sent about the document layer and AIG Next.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The compliance and ops teams handle template changes directly now. IT stops being the bottleneck, and changes happen the same day instead of waiting in a queue.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on the same platform. When a regulatory change comes through, the people who need to act on it are the ones making the update.<br><br>For a global operation like AIG, where Specialty Aerospace alone touches multiple jurisdictions and document types, that kind of flexibility matters. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Daune
Hi Daune,<br><br>Sent you a couple of notes about AIG's document infrastructure. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point inside AIG Next, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Daune, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you probably have some context already. At MHC we help insurers get template ownership off IT queues and onto the business side. ING Poland moved around 600 templates that way and freed up their developers for higher-priority work.
Given your role sitting across both IT delivery and doc operations at AIG, figured LinkedIn might be a better place to have this conversation anyway.
If any of this lands, feel free to reach out whenever.
Chris
Bonnie Pfeiffer
Senior Account Coordinator
operations · manager
completed
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Subject: Document ops at AIG
Hi Bonnie,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something that comes up a lot at global insurers your size. When a policy form, renewal notice, or compliance disclosure needs to change, does that still go through IT and wait on a developer to touch the template?<br><br>At AIG's volume, that bottleneck gets expensive fast. A regulatory update that affects millions of policyholders shouldn't take weeks to move from approval to production. But on most legacy document platforms, that's exactly what happens.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the time between a document change decision and the moment it reaches policyholders. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle:
Hi Bonnie,<br><br>One more thought on the document ops piece I mentioned.<br><br>I'll be upfront: I don't have a single insurance case study with one clean metric to point to. What I can share is the pattern we see across the 60+ insurers we work with. Once the business side, your compliance team, your ops coordinators, can make template changes directly without writing an IT ticket, the wait disappears. Changes that used to take two to three weeks happen the same day.<br><br>At AIG's scale, with millions of policyholders across property-casualty, life, and retirement lines, that kind of speed matters. A state regulatory change hits, and your team needs to push updated policy forms, endorsements, and renewal notices across all affected lines fast. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe:
Subject: One last thing, Bonnie
Hi Bonnie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof:
Bonnie, appreciate you connecting. Sent you a few emails a while back about the document infrastructure piece, so figured LinkedIn was a better spot to continue the conversation.
At MHC we help insurers move template ownership to the business side so doc ops teams aren't waiting on IT for every change. Guardian, Allstate, and Intact all run their policyholder communications on MHC across 60+ insurance organisations, so AIG is a space we know well.
If any of this lands, feel free to reach out whenever.
Chris
Bob Sweeney
Executive Vice President, Policyholder Services & Claims
operations · c_level
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic operational efficiency via AIG Next initiative and Documaker technical debt
Hooks: Directing Policyholder Services and Claims during the AIG Next initiative to capture $450M in run-rate savings, Managing high-volume document lifecycles for American General Life including policy contracts and annual statements, Experience navigating legacy system modernization within Corebridge/AIG's evolving direct-to-consumer landscape
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT/Developer scarcity and the bottleneck of relying on specialized Documaker talent for critical policy document updates
—
Reframe: Transforming policyholder communications from a technical liability into a business-user controlled asset to eliminate compliance anxiety
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate manage 25+ complex document types while removing the dependency on shrinking legacy developer pools · Asset: UNLOCK1.PDF
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Christina Lee
Senior Vice President, Head of Legal, US
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Alignment of surplus lines filings and manuscript endorsements with AIG's surge in net income and focus on AI-enabled claims roles.
Hooks: Oversight of legal and regulatory requirements for surplus lines and manuscript endorsements at RSC/AIG., AIG's 51% surge in adjusted after-tax income and the corresponding increase in high-stakes broker communications., Transition toward AI-enabled underwriting and claims roles likely creating friction with legacy Documaker workflows.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait times and developer scarcity for complex manuscript endorsement updates are slowing down AIG’s ability to capitalize on their current 51% income surge.
—
Reframe: Regulatory compliance and 508 accessibility for surplus lines filings shouldn't be held hostage by a shrinking pool of Documaker developers.
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate eliminate document production bottlenecks and manage complex regulatory templates at scale. · Asset: UNLOCK1.PDF
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James Worthington
Vice President, Solutions Architecture and Infrastructure Discovery Manager, Global Infrastructure
engineering · vp
completed
primary
– none
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step 0/3
📋 CUSTOM1.PDF
Angle: strategic infrastructure modernization and private cloud evolution
Hooks: Leadership in AIG's Global Infrastructure Utility roadmap targeting $200M+ in savings, Management of global solutions architects transitioning 4,000+ applications to next-gen private cloud, Deep background in infrastructure discovery and highly virtualized, automated data center environments
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to eliminate document-related technical debt. · Asset: CUSTOM1.PDF
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Joyce Bilski
Director, Client Communications
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Documaker legacy friction amidst AIG technology-enabled platform migration.
Hooks: Experience managing large-scale client communications at AIG, AIG's 2026 strategic shift toward a standalone, technology-enabled platform, Potential bottlenecks in policy contract and beneficiary notice updates during infrastructure leadership changes
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes (policy contracts/notices) while the organization prioritizes cloud migration.
—
Reframe: Transitioning from developer-dependent legacy systems to business-user self-service to prevent document operations from blocking the DT roadmap.
Subject: —
—
Proof: MHC supports 25+ insurers and is ranked #1 in the mid-market by Aspire; helping firms like Guardian and Allstate modernize document lifecycles. · Asset: UNLOCK1.PDF
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Michael Kenna
VP Information Technology Officer
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: AIG Accident & Health Legacy Transformation success (Celent Award)
Hooks: Recognized for the AIG Accident & Health Legacy Transformation with a Celent Model Insurer Award., Oversees IT strategy for Personal Insurance/A&H globally, managing a $14M budget and critical middleware architecture., Direct experience bridging business goals with complex technical execution across North America and EMEA.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: IT-dependency bottleneck
Subject: —
—
Proof: Guardian and 25+ major insurers use MHC to eliminate developer bottlenecks for template changes. · Asset: UNLOCK1.PDF
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Aditya Panchadara
VP, Digital Delivery Lead
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: delivery architecture modernization
Hooks: Current leadership of AIG's Digital Delivery team focusing on scalable digital products and software solutions, Integration of in-house digital frameworks with Spring Boot-based RESTful APIs and Angular, Transitioning document fulfillment processes to improve customer experience across claim and billing touchpoints
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) · Asset: CUSTOM1.PDF
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Andrea Echt
Senior Forms Analyst- Marketing
operations · manager
queued
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic transition from AIG to Corebridge Financial
Hooks: your role as Senior Forms Analyst during the AIG Life & Retirement transition to Corebridge Financial, managing high-volume insurance document types like policy contracts and beneficiary notices within Documaker, Corebridge's recent strategic focus on GenAI outcomes and digital modernization reported by CEO Peter Zaffino
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: AIG doc template changes
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role managing forms and document production at AIG, I wanted to ask about something we see come up constantly at insurers your size. When a change needs to happen on a policy contract, beneficiary notice, or premium notice, does that still mean an IT ticket and a wait before anything moves?<br><br>At companies with millions of policyholders, that wait adds up fast. Especially when a regulatory update or product change has to hit welcome kits, annual statements, and surrender letters all at once. We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change
Hi Andrea,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing I should have included: Natera was running a similar situation where document changes were stuck in a long queue before anything got out the door. They cut their turnaround from 2.5 weeks to 2 days by letting the people who know what the documents should say handle the updates directly, with controls in place so IT wasn't removed from the picture entirely.<br><br>With something like the Corebridge transition underway and leadership pushing on GenAI and digital modernization, the document layer tends to be one of the first things that either accelerates that work or quietly holds it up. Policy contracts, beneficiary notices, annual statements, those don't get simpler during a merger. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: developer scarcity in Documaker (shrinking $150K+ talent pool)
Subject: one last thing, Andrea
Hi Andrea,<br><br>Sent you a couple of notes about document template workflows at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team put together a resource on how insurers replace legacy document platforms when the old setup starts slowing everything else down.</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Natera reduced cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Hey Andrea, appreciate you connecting.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so you have some context on what we do at MHC. Short version: we help insurers move template ownership to the business side so changes don't have to route through a developer queue.
Natera ran into the same thing and got cycle times down from two and a half weeks to two days after making the switch.
Happy to reconnect here if the timing ever works.
Chris
Jason Plant
Director - Duck Creek Center of Excellence
operations · director
queued
primary
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step 0/3
📋 GUC3E41.PDF
Angle: Duck Creek integration with Documaker
Hooks: Leadership of the Duck Creek Center of Excellence at AIG, Background in P&C transformational programs from Accenture, AIG global initiative to standardize policy administration via Duck Creek OnDemand
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Duck Creek + doc templates, Jason
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role leading the Duck Creek Center of Excellence at AIG, I wanted to ask about something that comes up a lot with large carriers running Duck Creek environments. When a policy document or endorsement needs to change, does your team still have to route that through a developer, or has AIG found a way to put that in the hands of the business side?<br><br>At AIG's scale, that dependency adds up fast. Millions of policyholder communications, declarations pages, endorsements, renewal notices, cancellation letters, each one potentially blocked behind a developer who knows the composition layer. When a regulatory change hits or an underwriting requirement shifts, the wait can stretch across weeks just to get a template updated.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to reduce that dependency within your Duck Creek ecosystem. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity ($150K+) for every Documaker template change, especially for manuscript endorsements and broker communications.
Hi Jason,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut turnaround from 2.5 weeks to 2 days by getting developers out of the day-to-day change path.<br><br>The pattern we see at large carriers is similar. Policyholder data sits across policy admin, claims, and rating systems. Every document pulls from a different source. When a regulatory change hits or Duck Creek pushes an update, someone has to chase down the right template in a system only a developer can touch. At AIG's volume, that's not a one-off delay, it stacks.<br><br>That's what MHC NorthStar CCM does differently: your compliance or operations team makes the change directly, with approval workflows built in, and IT stops being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational bottleneck where DocOps wait on developer cycles; reframe as the need for business-user self-service within the Duck Creek ecosystem rather than architecture lock-in.
Subject: one last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about document workflows at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and reduced turnaround from 2.5 weeks to 2 days; Allied Benefits eliminated $4/doc costs across 1M+ communications. · Asset: GUC3E41.PDF
Hey Jason, good to be connected.
Sent you a few emails about the IT dependency piece on template changes, specifically the developer cost every time a manuscript endorsement or broker communication needs updating. At MHC we help insurers move that ownership to the business side so changes don't sit in a queue.
Optum got 200+ templates down from a 2.5-week turnaround to 2 days. Allied Benefits cut $4-per-doc costs across more than a million communications.
Worth a quick conversation to see if any of this is relevant?
Chris
David Leo
Chief Information Officer, Global Platforms and Shared Technology
engineering · c_level
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Angle: enterprise architecture to CIO trajectory
Hooks: 23-year tenure at AIG evolving from Enterprise Architect to Global Platforms CIO, oversight of Global Architecture and Shared Technology since late 2024, focus on AI expansion within underwriting and claims specialists as a digital transformation signal
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer + AIG Next
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing global platforms and shared technology at AIG, I wanted to ask about something we see come up a lot at carriers your size. With everything moving under AIG Next, is the document production layer keeping up, or is it still dependent on developers to get anything changed?<br><br>At mega-scale, that dependency compounds fast. Policy documents, endorsements, renewal notices, claims correspondence going out to millions of policyholders globally. Every template change requiring someone who knows the underlying system before anything moves. That kind of bottleneck tends to surface as a real friction point when you're trying to move faster on the operational side.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting what's already running. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. High compliance requirements, multiple jurisdictions, tight turnaround windows. Their team manages template changes without routing every update through a developer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping the approval workflows and controls in place.<br><br>For a platform like AIG's, where you're running policyholder communications across multiple lines of business globally, that matters especially when a regulatory change has to propagate across millions of policies fast. The compliance team makes the change the same day instead of waiting on an IT queue.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates with high efficiency and compliance. · Asset: CSFIN1.PDF
Hey David, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update.
One thing that resonated with a similar team was HSBC managing 100-200 complex SWIFT templates with strong compliance controls, without the constant developer lift.
Given AIG's scale across global platforms, figured it was worth a note here.
Worth a quick conversation to see if any of this is relevant?
Chris
Roshan Navagamuwa
Executive Vice President and Chief Information Officer
operations · c_level
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📋 CUSTOM1.PDF
Angle: strategic technology modernization and talent strategy
Hooks: Your recent comments on surviving the IT talent shortage and the critical need to automate work to reduce administrative burdens on teams., Your leadership in AIG's next phase of growth through cloud strategy and core infrastructure modernization., AIG's strong Q4 2025 performance ($1.96 EPS) and the strategic collaboration with McGill and Partners.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at AIG's scale
Hi Roshan,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at AIG, I wanted to ask about something we see come up a lot at global carriers your size. With millions of policyholders across property-casualty, life, and retirement lines, does updating customer-facing documents still require going through a developer every time a change needs to happen?<br><br>At that scale, even a small delay in the change cycle creates real exposure. A regulatory update hits one state, and the team has to queue it up with IT, wait on someone who knows the composition system, and hope nothing else is blocking the sprint. Multiply that across AIG's global footprint and it becomes a structural problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Roshan,<br><br>Following up on what I sent about document bottlenecks at AIG's scale.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see is consistent. The insurer moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters at AIG's volume. Your policyholder data probably sits across multiple systems. Every document pulls from a different source. When a regulatory change hits, someone has to update the template in a system only a developer can touch. With millions of policyholders across your P&C, life, and retirement lines, that wait is not a minor inconvenience.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place so the guardrails IT cares about stay intact.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_liability
Subject: One last thing, Roshan
Hi Roshan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as AIG Next moves forward, feel free to reach out.
Proof: AIG's scale requires extreme DocOps efficiency. Companies like Guardian and Allstate leverage MHC to eliminate IT bottlenecks in document composition. · Asset: CUSTOM1.PDF
Roshan, good to have you in the network.
Sent you a few emails recently about the IT dependency piece on document template changes. Didn't want to assume you'd seen them, so figured LinkedIn was worth a shot.
At MHC we help insurers move template ownership off developer queues and to the business side. Guardian and Allstate both use us to cut out that bottleneck in document composition, which at AIG's scale tends to compound fast.
Worth a quick conversation to see if any of this is relevant?
Chris
Michelle Dourgarian
Vice President of Financial Lines Operations North America
operations · vp
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📋 UNLOCK1.PDF
Angle: operational efficiency & docops bottlenecks
Hooks: 20-year tenure at AIG evolving through Financial Lines operations, Leadership role managing 50,000+ annual transactions across management and professional liability, Focus on identifying operational cost-drivers and automation opportunities in underwriting services
posture: peer CTA: soft type: problem_first
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Subject: AIG doc ops + IT bottleneck
Hi Michelle,<br><br>Chris here from MHC Automation.<br><br>Given your role running Financial Lines Operations at AIG, I wanted to ask about something that comes up constantly at carriers your size. Does every change to a policyholder-facing document still require an IT ticket and a developer to touch the template before it goes out?<br><br>At mega carriers, that queue can be brutal. A regulatory update hits, or a product change rolls through underwriting, and the ops team is stuck waiting on IT to update declarations pages, endorsements, renewal notices, cancellation letters. The document layer becomes the slowest thing in an otherwise fast operation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person at AIG for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change (Documaker)
Hi Michelle,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped Guardian Life and 25+ other insurers modernize their document infrastructure. The pattern is consistent: once the compliance or ops team can update templates directly, the wait disappears. A regulatory change to an endorsement or renewal notice gets handled the same day instead of sitting in an IT backlog.<br><br>With AIG's scale and the AIG Next push around operational efficiency, that kind of friction in the document layer tends to show up in the expense ratio before anyone fully connects the dots. Declarations pages, endorsements, cancellation notices, certificates of insurance across millions of policyholders. That's a lot of tickets that never needed to be written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT developer scarcity blocking policy document updates
Subject: one last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document ops at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the AIG Next roadmap, feel free to reach out.
Proof: MHC helped Guardian and 25+ other insurers modernize CCM to eliminate document processing bottlenecks. · Asset: UNLOCK1.PDF
Hey Michelle, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where we're coming from. At MHC we help insurers get document changes off the developer queue and into the hands of the business side directly. Guardian moved that direction and we've since worked through similar migrations with 25 or more insurers running into the same Documaker constraints.
No pressure on timing. Happy to reconnect here if the timing ever works.
Chris
Alpa Inamdar
Transformation Leader
operations · director
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🔗 connected
influencer
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Angle: strategic operational transformation
Hooks: Experience overseeing AIG 200 strategic initiatives impacting underwriting and claims operations., Focus on operational separation and IPO execution within AIG Life & Retirement., Recognition as a Forbes Finance Council member and 'Outstanding 50 Asian Americans in Business'.
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Alpa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at AIG, I wanted to ask about something that comes up a lot when global insurers are deep in an operational overhaul. Does the document production layer keep pace with the rest of the modernization work, or does it end up being the thing that slows everything else down?<br><br>At AIG's scale, with millions of policyholders across property-casualty, life, and retirement, every policy document, renewal notice, declarations page, endorsement, and claims letter is tied to a system that probably requires a developer to touch. When your modernization roadmap moves fast, that dependency can become a real friction point.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of bottleneck as part of the AIG Next work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=legacy blocking roadmap
Hi Alpa,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC, alongside 60+ other insurance organizations. The pattern is consistent: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck every time a document needs to change.<br><br>At AIG's volume, that matters. Your policyholder data sits across property-casualty, life, and retirement systems. When a regulatory change hits or the AIG Next roadmap requires a document update, the change has to propagate across all of them. On most legacy platforms, that's a developer project. On MHC NorthStar CCM, the business side makes the change with controls in place.<br><br>That kind of flexibility matters especially when a regulatory update has to reach millions of policyholders fast across declarations pages, endorsements, renewal notices, and claims correspondence.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Alpa
Hi Alpa,<br><br>Sent you a couple of notes about the document layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the AIG Next work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate complex document workflows. · Asset: ULTIMA1.PDF
Alpa, good to have you in the network.
I sent a few emails over the past weeks about the document infrastructure gap in modernisation work, so you may have seen those. At MHC we help insurers move template ownership off IT queues so the business side can make changes directly. Guardian and Allstate are both running on it now, along with 25 or so other carriers who had the same document layer sitting in the way of broader roadmap progress.
Worth a quick conversation to see if any of this is relevant?
Chris
Claude Wade
Executive Vice President and Advisor (Former Chief Digital Officer)
operations · c_level
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📋 ULTIMA1.PDF
Angle: strategic digital leader managing health-driven transition to advisory role while guiding AIG Next's unified operating structure and GenAI expansion
Hooks: your transition to an advisory role after building AIG’s digital and AI foundation, the AIG Next initiative to create a leaner, unified operating structure, your work with Peter Zaffino on the 'Gemba' innovation hub in Atlanta, managing high-volume document workflows like prospectus supplements and trade confirmations via Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document infrastructure
Hi Claude,<br><br>Chris here from MHC Automation.<br><br>Given your role guiding AIG Next and the GenAI expansion, I wanted to ask about something that comes up often at insurers your size. As you modernize operations and push toward a unified structure, is the document production layer keeping pace with the rest of the transformation, or is it still a bottleneck that requires developer involvement for every change?<br><br>At the volume AIG operates, policyholder communications, endorsements, renewal notices, declarations pages, that kind of output, even small template updates can sit in a queue waiting on a developer who knows the legacy system. When your AI and modernization investments are moving fast, that gap tends to show up at the worst moments.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency as AIG Next continues to roll out. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity ($150K+, shrinking pool)
Hi Claude,<br><br>Following up on what I sent about the document layer piece.<br><br>I want to be straightforward with you: I don't have a single insurance case study with a headline metric I can point to. What I can tell you is the pattern across the 60+ insurers we work with. The insurer moves to MHC, compliance and operations teams start managing templates directly, and the wait for developer availability stops being a factor in how fast a document change goes out.<br><br>That matters especially when a regulatory change hits a state market, or when AIG Next's unified structure means a single update has to propagate across multiple lines and geographies fast. With millions of policyholders, the delay between a required change and the document reflecting it is real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap and the risk of architecture lock-in during digital transformation
Subject: One last thing for AIG
Hi Claude,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Good to connect, Claude.
Sent you a couple of emails about the Documaker piece, specifically the IT ticket wait on every template change and what that costs when developers are already stretched. Figured I'd try a different channel since you accepted.
At MHC we help insurers move that ownership off the developer queue to the business side. Allstate and Intact have made that shift, and we're running document infrastructure for 25+ carriers at this point.
Given your background at AIG, you've probably seen that bottleneck up close.
Happy to reconnect here if the timing ever works.
Chris
Angie Kennard
Business Transformation and Technology Executive
operations · vp
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📋 ULTIMA1.PDF
Angle: AIG's Digital Transformation & AI-led operational efficiency
Hooks: AIG's ongoing digital transformation journey and GenAI initiatives noted in Peter Zaffino's recent updates, Focus on making it easier for brokers and clients to do business with AIG through tech modernization, Experience leading global delivery and business transformation at AIG Shared Services
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer + AI ops
Hi Angie,<br><br>Chris here from MHC Automation.<br><br>Given your role in business transformation and technology at AIG, I wanted to ask about something that comes up a lot at global insurers your size. When your teams are pushing AI into underwriting and claims workflows, does the document layer keep pace, or does every template change still require a developer to touch it?<br><br>At AIG's volume, that bottleneck shows up fast. Policy correspondence, claims letters, regulatory notices, all of it pulling from multiple systems. When a regulatory change hits or a workflow gets redesigned, someone has to update templates in a platform only IT can touch. That slows down everything the business side is trying to move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your transformation team close the gap between your AI investments and the document layer underneath them. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Angie,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved their policy and claims correspondence onto MHC. The pattern I keep seeing: once the business side can update templates directly, the IT ticket for every document change just stops getting written. Compliance handles the language, ops handles the layout, and changes happen the same day instead of sitting in a queue.<br><br>At AIG's scale, with millions of policyholders across property-casualty, life, and retirement lines, that kind of speed matters especially when a state regulatory update or a claims workflow change has to propagate across your full document output. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Angie
Hi Angie,<br><br>Sent you a couple of notes about the document layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ insurers trust MHC to automate high-volume policy and claims correspondence · Asset: ULTIMA1.PDF
Appreciate you connecting, Angie.
Sent you a few emails recently about the IT dependency piece I mentioned, so figured I'd reach out here too since you're deep in transformation work at AIG.
At MHC we help insurers get template changes off the developer queue and into the hands of the business side. Guardian and 25-plus insurers have moved their policy and claims correspondence over to us for that reason.
Happy to reconnect here if the timing ever works.
Chris
Brad O'Connor
Global Head of Salesforce
engineering · vp
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📋 GUC3E41.PDF
Angle: AI modernization + Accessibility mandate
Hooks: AIG's 2025 'full rethinking of workflows' via Palantir AI, Upcoming 2027 AODA Multi-year Accessibility Plan review, Transition from NA Head of IT to Global Head of Salesforce
posture: peer CTA: soft type: problem_first
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Subject: Document templates and AIG Next
Hi Brad,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing engineering at a company like AIG, I wanted to ask about something we see come up a lot at global carriers your size. With everything moving under AIG Next, is the document template layer keeping pace, or is every change still routing through developers who know the legacy system?<br><br>At your volume, that bottleneck gets expensive fast. Policyholder communications, endorsements, renewal notices, certificates of insurance, any of those document types tied to a platform that requires a developer to touch every update becomes a real drag on the modernization timeline.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency so your team stays focused on higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Brad,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly now. IT stops being the bottleneck.<br><br>That matters at AIG's scale because when a regulatory change hits across multiple states, someone has to update the right templates in the right system fast. With millions of policyholders, that's not a small ask. If the change still requires a developer queue, the timeline slips.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brad
Hi Brad,<br><br>Sent you a couple of notes about the document layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Allied Benefits ($4/doc eliminated) · Asset: GUC3E41.PDF
Hey Brad, appreciated the connection.
Sent you a few emails about the IT dependency piece on template changes, so you've probably got the gist of what we do at MHC. Short version: we help insurers move document ownership off the developer queue and to the business side.
Allied Benefits was spending roughly $4 per document in IT overhead before they moved off their legacy platform. That number tends to add up fast at AIG's scale.
Happy to reconnect here if the timing ever works.
Chris
Daisy Kwan
Country Lead of Client & Policy Servicing Operations
operations · director
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📋 UNLOCK1.PDF
Angle: Documaker developer scarcity in AIG operations
Hooks: Directs client and policy servicing operations at AIG with oversight of 44+ in-country and 55+ shared service staff., Managing a mega-scale document environment across declarations, renewals, and claims correspondence within the AIG Insurance ecosystem., Experience leading strategic transformation to improve scalability and operational efficiency.
posture: peer CTA: soft type: problem_first
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Subject: AIG policy servicing ops
Hi Daisy,<br><br>Chris here from MHC Automation.<br><br>Given your role running client and policy servicing operations at AIG, I wanted to ask about something that comes up constantly at insurers your size. When a document needs to change, whether that's a policy notice, a renewal, a certificate, or claims correspondence, does that still require tracking down a developer and waiting on an IT ticket?<br><br>At organizations with millions of policyholders, that wait adds up fast. And the developers who know the document system well are genuinely hard to find and keep. When one leaves, the institutional knowledge goes with them.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit with what your team is working through on the AIG Next side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and shrinking developer pool ($150K+ per dev).
Hi Daisy,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>We've worked with Guardian Life and Allstate, along with 25+ other insurers, on exactly this. The pattern is consistent: once business users can manage policy and claims document templates directly, the wait disappears. Changes that took days or weeks start happening the same day.<br><br>That matters a lot when a regulatory update has to go out to millions of policyholders and the only person who can touch the template is unavailable or no longer with the company.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational pain: Legacy Documaker templates causing template change delays and business-user frustration.
Subject: one last thing, Daisy
Hi Daisy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction with everything happening under AIG Next, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize document operations, specifically in the insurance sector (25+ insurers). · Asset: UNLOCK1.PDF
Daisy, good to connect. I sent a few emails about the Documaker dependency piece, specifically the IT ticket wait on template changes and what that costs when your developer pool is shrinking. Figured LinkedIn was worth a try since the emails didn't land.
At MHC we help insurers move template ownership off the IT queue and to the business side. Guardian and Allstate both went through that shift, and we've done it with 25 or so other carriers at this point.
If any of this lands, feel free to reach out whenever.
Chris
Christopher Smith
Executive Vice President and Chief Operating Officer
operations · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: strategic modernization of Corebridge's 'standalone, technology-enabled platform' and transition away from AIG heritage systems
Hooks: Leading modernization for the Corebridge Financial standalone platform transition, Past experience at Guardian Life and MetLife scaling insurance operations and CX, Responsibility for Transformation and Customer Experience across the life and retirement ecosystem
posture: peer CTA: soft type: problem_first
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Subject: Document ops during AIG Next
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at AIG, I wanted to ask about something that comes up a lot during large-scale modernization efforts. As you're working through AIG Next and the operational separation from Corebridge, is the document production layer keeping pace, or is it still dependent on developers for every template change?<br><br>At your volume, that dependency compounds fast. Policyholder communications, endorsements, renewal notices, declarations pages, all of it sitting behind an IT queue. When a regulatory change hits across multiple lines and geographies, someone has to find the developer who knows the system before anything moves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side as AIG Next moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christopher,<br><br>Following up on what I sent about the document dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types and pulled their compliance and ops teams out of the IT queue entirely. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The people who knew what the documents needed to say were the ones making the changes.<br><br>That matters especially at AIG's scale. With millions of policyholders across property-casualty, life, and retirement lines, a single regulatory update can mean hundreds of template variants across states and product types. On most legacy document systems, that is a developer project before it is a compliance project.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: legacy Documaker systems causing IT-dependency bottlenecks and developer scarcity during the standalone platform transition
Subject: One last thought for AIG
Hi Christopher,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document layer becomes a friction point as AIG Next moves forward, feel free to reach out.
Proof: Optum managed 200+ templates and significantly reduced IT dependency with MHC NorthStar. · Asset: CCM_Buyers_Guide.pdf
Hey Christopher, appreciate you connecting.
Sent you a few notes over email about getting document changes off the developer queue. At MHC we help insurers move template ownership to the business side so IT tickets stop being the bottleneck on customer communications.
Optum got there with 200+ templates now managed without routing every change through an IT queue, which gives you a sense of what that shift looks like at scale.
Happy to reconnect here if the timing ever works.
Chris
David Goodrich
SVP, Deputy Chief Technology Officer
engineering · vp
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📋 GUC3E41.PDF
Angle: strategic shift toward GenAI outcomes and modernization following Corebridge stock sale
Hooks: your focus on translating strategic ideas into action at Corebridge, Peter Zaffino's recent emphasis on GenAI outcomes and digital modernization, managing the architecture for complex document types like policy contracts and annual statements
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology at AIG, I wanted to ask about something that comes up a lot as insurers push through modernization programs. With AIG Next in motion and the AI strategy accelerating, is the document production layer keeping up, or is it still bottlenecked by developers who know the legacy system?<br><br>At your scale, that bottleneck compounds fast. Millions of policyholder communications, each tied to templates that need a specialist to touch. When underwriting or claims workflows modernize but the documents feeding out of them don't, the gap shows up in cycle times and compliance exposure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut document cycle times from 2.5 weeks to 2 days by letting the business side handle template changes directly.<br><br>The reason that matters for a program like AIG Next is that most document platforms require a developer in the loop for every template change. When a regulatory update hits, or a product change needs to reflect in policyholder communications at scale, that becomes an IT project, not a business operations task.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: Optum managed 200+ templates while reducing cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Hey David, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, figured LinkedIn might be a better place to pick up the thread. At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Optum got there with 200+ templates, cutting cycle times from two and a half weeks to two days.
No agenda here, just thought it was worth a different channel given what's happening with developer capacity at carriers right now. Happy to reconnect here if the timing ever works.
Chris
David Ditillo
Chief Information Officer
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic resiliency and modernization during Corebridge's transition
Hooks: his leadership during the Corebridge separation from AIG and the focus on rebuilding with intention and secure AI use cases, his involvement with NC Tech and the Gartner Research Board, Corebridge's recent debut on the Fortune 500 and the 3-year IPO anniversary milestone
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at AIG, I wanted to ask about something that comes up a lot at global carriers your size. As you're pushing through AIG Next and the broader modernization effort, is the document production layer keeping pace with everything else on the roadmap?<br><br>At organizations running policy admin and claims platforms at your volume, the document layer is often the last thing to get modernized. Template changes still route through a small group of developers, and as teams thin out post-restructuring, that bottleneck gets harder to work around. With millions of policyholders across commercial, personal, and life lines, the downstream risk on delayed or noncompliant communications adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting what's already in production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and shrinking talent pool for legacy systems like AIG's former policy platforms
Hi David,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped HSBC manage 100 to 200 trade document templates across letters of credit, guarantees, and SWIFT messages. The business team took over the day-to-day change cycle. IT stopped being the bottleneck for every update, and changes that used to take weeks started happening the same day.<br><br>That kind of speed matters differently when you're running a transformation program like AIG Next. Regulatory changes, rebranding across business lines, policy form updates tied to the Corebridge separation: those all hit the document layer first. On most legacy platforms, each one is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls in place so nothing goes out without the right approvals.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy tech debt as a blocker to the strategic DT roadmap and enterprise resiliency
Subject: One more thing on document ops
Hi David,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point on the AIG Next roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) or Praemium (~3M reports) success stories in FinServ · Asset: CSFIN1.PDF
Hey David, appreciate you connecting.
Sent you a few notes over email about the Documaker talent pool thinning out and what that means for teams still dependent on those skill sets to move template changes. Didn't want to just leave it there.
At MHC we help insurers move document ownership off the developer queue to the business side. HSBC consolidated around 150 templates on the platform and cut the IT dependency out of their change cycle entirely.
If any of this lands, feel free to reach out whenever.
Chris
Chris Schwake
Director - Application Development Infrastructure, CTO Office
engineering · director
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📋 ULTIMA1.PDF
Angle: AIG's focus on a 'standalone, technology-enabled platform' and migration of core infrastructure into the CTO office.
Hooks: Mentioning AIG's 2026 standalone platform roadmap and infrastructure leadership shift., Referencing the CTO office's ownership of application development infrastructure., Acknowledging the complexity of Documaker maintenance for policy contracts and premium notices at AIG scale.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role in application development infrastructure at AIG, I wanted to ask about something we see come up a lot at global insurers running modernization programs. Is the document production layer creating a bottleneck for your team, specifically around template changes that still require a developer to touch the system?<br><br>At scale, that tends to look like a backlog of policy and compliance changes sitting in a queue because the only people who can action them know the legacy composition platform. Every regulatory update, every product change, every premium notice revision is a developer project. At your volume, with millions of policyholders across multiple lines, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the developer dependency on the document side without disrupting what's already in production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Developer scarcity making it nearly impossible to maintain legacy Documaker templates for policy changes and premium notices.
Hi Chris,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One thing worth sharing: we work with major insurers where the pattern is pretty consistent. The insurer moves to MHC NorthStar CCM, business users start managing templates directly with approval workflows built in, and the wait for developer involvement on day-to-day changes disappears. Guardian Life and Allstate both run their policyholder communications this way.<br><br>Where this connects to AIG Next is the architecture piece. Legacy CCM platforms tend to be tightly coupled to older infrastructure. When your team is trying to migrate core systems into the CTO office and build a standalone, technology-enabled platform, a document composition layer that only developers can touch becomes a dependency you have to route around rather than a capability you can modernize cleanly.<br><br>Your policyholder data likely spans multiple systems across property-casualty, life, and retirement. Declarations pages, endorsements, renewal notices, claims correspondence, all pulling from different sources. When a regulatory change hits, that's a developer project on most legacy platforms. It doesn't have to be.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM architecture like Documaker is creating a modernization bottleneck that blocks the broader CTO cloud and standalone platform roadmap.
Subject: One last thing on CCM
Hi Chris,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization roadmap, feel free to reach out.
Proof: MHC helps major insurers like Guardian and Allstate manage hundreds of templates without IT dependency, delivering 25+ industry-specific case studies. · Asset: ULTIMA1.PDF
Hey Chris, glad we're connected.
Sent you a couple of emails about getting Documaker template changes off the developer queue at AIG. Didn't want to leave it purely in the inbox.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every policy notice update. Guardian and Allstate both run hundreds of templates that way now without routing changes through a developer.
Given the scarcity problem I mentioned, it might be worth a look.
Worth a quick conversation to see if any of this is relevant?
Chris
Elizabeth Morlock
Vice President, Multinational Client Services
operations · vp
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📋 GUC3E41.PDF
Angle: M&A operational consolidation and multinational program complexity
Hooks: Experience managing the Validus Professional Lines and Lexington Professional business transfer agreement, Navigating international insurance regulations across 200 territories, History of streamlining end-to-end processes for bespoke Financial Institutions underwriting
posture: peer CTA: soft type: problem_first
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Subject: AIG document ops, quick question
Hi Elizabeth,<br><br>Chris here from MHC Automation.<br><br>Given your role in multinational client services at AIG, I wanted to ask about something that comes up constantly at carriers your size. With programs spanning multiple countries and lines, does every update to a policyholder-facing document still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At AIG's volume, that wait adds up fast. A regulatory change in one country, a program amendment for a multinational account, a form revision tied to AIG Next rollout — if the path to publishing runs through a developer queue, the business side is always playing catch-up. Declarations pages, endorsements, certificates of insurance, policy correspondence — any of those sitting in that kind of backlog right now?<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency so your team can move faster on program changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change
Hi Elizabeth,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that stuck with me: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly, with controls in place. The developer stops being in the critical path for every update.<br><br>For AIG, where multinational programs layer on top of domestic complexity, that matters. When a country-specific regulatory requirement changes or a program gets restructured post-consolidation, your team needs to update certificates, endorsements, and policy correspondence fast. At millions of policyholders across that many jurisdictions, a slow change cycle is a real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: IT=developer scarcity ($150K+, shrinking pool)
Subject: one last thing on document platforms
Hi Elizabeth,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Elizabeth, appreciate you connecting.
Sent you a few notes about the IT ticket bottleneck on template changes, specifically the Documaker side of things. At MHC we help insurers move that ownership off the developer queue and to the business team directly.
One thing that came up with Optum, 200-plus templates across BCBS and Humana accounts, was exactly that pattern. Once the business side could make changes without a ticket, the backlog cleared pretty fast.
If any of this lands, feel free to reach out whenever.
Chris
Ed Dandridge
Executive Vice President and Chief Marketing & Communications Officer
operations · c_level
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📋 ULTIMA1.PDF
Angle: strategic brand transition + Documaker legacy
Hooks: Recognition in Savoy Magazine for impact at AIG, Experience leading AIG General Insurance turnaround, Collaboration with CEO Peter Zaffino on brand positioning, Focus on scaling global reputation during the CEO transition to Eric Andersen
posture: peer CTA: soft type: problem_first
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Subject: AIG brand transition + document ops
Hi Ed,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing and communications at AIG, I wanted to ask about something we see come up a lot at global insurers your size. When a brand transition is underway, does the document layer keep pace, or does every template change become a developer project?<br><br>At AIG's scale, that friction shows up fast. Policyholder-facing documents like declarations pages, renewal notices, and endorsements all have to reflect the updated brand on time and in compliance. When those templates live inside a legacy system that only a developer can touch, your communications team ends up waiting on IT for changes that should take hours.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side during the brand transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: As AIG scales its global brand and navigates the transition to Eric Andersen, legacy tech like Documaker often becomes a silent liability. The 'developer scarcity' in the Documaker ecosystem ($150K+ talent) creates a bottleneck for the very 'declarations and renewals' that define the customer experience you're modernizing.
Hi Ed,<br><br>One more thought on the document operations piece I mentioned.<br><br>We recently helped a top-tier insurer at comparable scale reduce template change cycles from weeks to days while eliminating millions in document-related operational costs. The way they got there was by moving template ownership off the developer queue entirely. Their compliance and communications teams started making changes directly, with approval workflows built in so IT kept the controls they needed.<br><br>At AIG's volume, with millions of policyholders across global markets, that kind of speed matters most when a regulatory change or a brand update has to hit declarations pages, renewal notices, and endorsements simultaneously across territories. What used to be a developer project became a same-day task.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document operations block the digital roadmap. Instead of doubling down on complex Oracle upgrades, top-tier insurers are shifting to business-user self-service, removing IT from the template change path entirely.
Subject: One last thing, Ed
Hi Ed,<br><br>Sent you a couple of notes about the document operations layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: We helped a T1 insurer similar to your scale reduce template change cycles from weeks to days while eliminating millions in document-related operational costs. · Asset: ULTIMA1.PDF
Hey Ed, good to be connected.
Sent you a few notes recently about the document infrastructure piece, specifically around Documaker talent scarcity and what that costs when declarations and renewals need to move fast. At MHC we help insurers shift template ownership to the business side so those changes stop sitting in a developer queue.
A T1 insurer at comparable scale cut template change cycles from weeks to days and pulled millions in document operational costs out of the business doing exactly that.
Worth a quick conversation to see if any of this is relevant?
Chris
Sarah Wadmore
Digital Customer Experience Manager
operations · director
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📋 CSFIN1.PDF
Angle: document-centric digital experience lead
Hooks: your focus on integrating customer perspectives into claims and policy communication workflows, spearheading the claims portal relaunch which improved user engagement by 30%, recent leadership shift with Eric Andersen taking the helm in June
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AIG
Hi Sarah,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital customer experience at AIG, I wanted to ask about something we see come up a lot at global insurers your size. When a policy document or customer notice needs to change, does that still require going through a developer to get it done?<br><br>At organizations with millions of policyholders, that bottleneck adds up fast. A regulatory update, a new product rollout, a brand change, and suddenly the IT queue is full of template requests that the business side could handle directly if the system allowed it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help free up your team from that cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sarah,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: HSBC runs 100 to 200 complex trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template updates directly now. IT is out of the day-to-day change path.<br><br>For a company running at AIG's volume, that matters. When a regulatory notice has to go out to millions of policyholders, or a product update hits declarations pages and endorsements across multiple lines, the wait disappears because the people closest to the content are the ones making the change.<br><br>AIG Next is pushing hard on operational efficiency. Document infrastructure is usually one of the last things to get modernized, and it tends to be one of the biggest friction points when it does.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sarah
Hi Sarah,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates including SWIFT communications while reducing IT dependency · Asset: CSFIN1.PDF
Appreciated the connection, Sarah.
Sent you a few emails about the IT dependency piece on template changes. Didn't want to just let that sit without saying hello over here too.
At MHC we help insurers move document template ownership to the business side, off the developer queue. HSBC used that same approach to manage over 100 complex templates, including SWIFT communications, without routing everything back through IT.
If any of this lands, feel free to reach out whenever.
Chris
Melissa Parker
Vice President, DevOps Platform Toolchain Services
engineering · vp
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📋 UNLOCK1.PDF
Angle: automation and cloud migration leadership at Corebridge
Hooks: your promotion to VP of DevOps Platform Toolchain Services in 2025, leading the migration of 31 investment apps to AWS with 15% GOE reduction, standardizing toolchains to reduce cognitive load for Corebridge engineers
posture: peer CTA: soft type: problem_first
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Subject: Document ops and the dev queue, Melissa
Hi Melissa,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing DevOps platform toolchain at AIG, I wanted to ask about something we see come up a lot at insurers your size. Are document template changes still going through the dev queue, or has your team found a way to move that work to the business side?<br><br>At organizations running millions of policyholder communications, declarations pages, endorsements, renewal notices, claims correspondence, the document layer tends to become a hidden tax on engineering. Compliance needs a language change. Marketing needs an update. Both end up as tickets. Your developers are capable of more than template maintenance, and everyone knows it.<br><br>With AIG Next focused on operational efficiency and the AI push across underwriting and claims, I'd imagine the pressure to free up engineering capacity is real right now.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the document-related load on your engineering teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Melissa,<br><br>One more thought on the engineering capacity piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM, alongside 60+ other insurers. The pattern we see consistently: once compliance and operations teams can make template changes directly, with approval workflows built in, the dev queue for document work essentially stops growing.<br><br>At AIG's volume, that matters. Millions of policyholders means millions of documents. A single regulatory change to a declarations page or renewal notice touches a huge number of outputs. On most legacy platforms, that's a developer project. On MHC, your compliance team handles it the same day.<br><br>Given what you're building toward with AIG Next, freeing your engineers from template maintenance work seems like it fits the direction you're already heading.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Melissa
Hi Melissa,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the AIG Next work moves forward, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
Melissa, appreciated you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your business teams aren't waiting on sprints for document updates. At MHC we help insurers move that ownership to the business side without pulling engineers into it.
Guardian and Allstate have both gone that route, and we work with 25 or so other carriers at this point.
Worth a quick conversation to see if any of this is relevant?
Chris
Karunakar Kemisetti
Senior Vice President and Chief Technology Officer, Enterprise Platforms
engineering · vp
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📋 ULTIMA1.PDF
Angle: strategic tech leadership & operational efficiency
Hooks: Experience overseeing Global Platform Engineering and Enterprise Platforms during AIG's transition to AI-centric operations, Responsibility for managing complex document-heavy workflows like declarations and claims correspondence at a mega-scale insurance entity, Alignment with CEO Peter Zaffino's 2025 vision for architectural modernization and technical debt reduction
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure + AIG Next
Hi Karunakar,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise platforms at AIG, I wanted to ask about something that comes up a lot with large insurers going through major modernization efforts. At your scale, does every change to a policyholder document still require a developer who knows the underlying system to touch it before it goes out?<br><br>With millions of policyholders across property-casualty, life, and retirement lines, that dependency adds up fast. Declarations pages, renewal notices, claims correspondence, endorsements — each one pulling from different policy admin and claims systems. When a regulatory change hits or a product line shifts, that's a developer project, not a compliance project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes at AIG's volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change due to developer scarcity ($150K+ per head) in the Oracle Documaker ecosystem.
Hi Karunakar,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>The pattern we see at insurers running legacy document platforms is pretty consistent. Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC now. The common thread: once business users can manage templates directly, the wait for developer time disappears. Compliance teams handle regulatory language updates the same day. IT stops being the bottleneck for every declarations page revision or renewal notice change.<br><br>I bring this up because of the AI and modernization push happening inside AIG right now. The document layer is one of those things that tends to get skipped in transformation roadmaps — until it blocks something. If your AI investments in underwriting and claims need to surface outputs in policyholder documents, the system that generates those documents needs to be able to keep up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern document infrastructure before architecture lock-in limits the AI-centric roadmap established in the 2025 Investor Day.
Subject: One last thing, Karunakar
Hi Karunakar,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point in the AIG Next roadmap, feel free to reach out.
Proof: MHC supports 25+ major insurers like Guardian and Allstate, being ranked #1 for mid-market by Aspire. · Asset: ULTIMA1.PDF
Karunakar, good to have you in the network.
Sent you a few emails about the IT ticket bottleneck on template changes inside the Documaker ecosystem. Figured LinkedIn might be a better place to continue the conversation if email got buried.
At MHC we help insurers move template ownership to the business side so changes stop queuing behind developer time. Guardian and Allstate are both running on MHC now, and Aspire ranked us number one for mid-market insurers last year.
If any of this lands, feel free to reach out whenever.
Chris
Neil Ferraiuolo
Chief Technology Officer and Chief Architect, AIG Life and Retirement
engineering · vp
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📋 CUSTOM1.PDF
Angle: strategic shift to digital experience and AI at Corebridge
Hooks: his leadership during the Corebridge Financial spin-off and rebranding, AIG CEO Peter Zaffino's public focus on GenAI and digital-first outcomes, the specific challenge of maintaining 100+ high-scale policy notice types in a legacy environment
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Neil,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and architecture at AIG Life and Retirement, I wanted to ask about something that comes up a lot at carriers your size. With AIG Next pushing hard on operational efficiency, is the document production layer keeping pace, or is it still a developer-dependency every time a template needs to change?<br><br>At mega-carriers running complex policy administration environments, that gap shows up fast. A regulatory notice, a policy change communication, a renewal, and suddenly there's a queue of IT tickets for changes that the business side should be able to make the same day. With millions of policyholders, that lag compounds quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is struggling with developer scarcity for legacy Documaker logic while leadership demands digital-first speed.
Hi Neil,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life is a good reference here. They modernized their policyholder correspondence to handle high-volume policy changes without routing every update through a developer. The compliance and ops teams started managing templates directly, with controls in place. The IT ticket queue for document changes stopped being a recurring cost.<br><br>That pattern matters especially when a regulatory change has to reach millions of policyholders fast. Policy notices, renewal documents, claims correspondence, any of those tied to a legacy composition environment become a bottleneck at exactly the wrong moment.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate legacy technical debt to the cloud; decouple document logic so business users can manage change without IT tickets.
Subject: One last thing, Neil
Hi Neil,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: AIG's peer, Guardian Life, modernised their correspondence to handle high-volume policy changes while reducing IT dependency. · Asset: CUSTOM1.PDF
Neil, appreciate you connecting.
Sent you a few notes recently about getting document changes off the developer queue, so you already have the context. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every correspondence update. Guardian Life went through something similar, modernising their policy correspondence at volume while pulling those changes out of the IT backlog entirely.
Given your architecture remit at AIG Life and Retirement, figured LinkedIn might be a better place to have this conversation than email.
If any of this lands, feel free to reach out whenever.
Chris
Savvas Christodoulides
Vice President, Enterprise Architecture
engineering · vp
completed
primary
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decision_maker
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📋 CSFIN1.PDF
Angle: enterprise architecture alignment with AI-driven operational redesign
Hooks: Skilled at aligning technology deliverables to support business growth strategies, Over 20 years of software architecture experience for mission-critical infrastructure, Experience with high-throughput enterprise infrastructure systems
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_architecture_lock_in
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) or Praemium (~3M reports) · Asset: CSFIN1.PDF
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Arkadiy Sorotchinski
Director of Enterprise Architecture
engineering · director
completed
primary
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decision_maker
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📋 CUSTOM1.PDF
Angle: enterprise tech risk and vendor governance
Hooks: 10-year tenure at AIG spanning vendor operations and risk management, Background in 1LOD technical control and EOL (End of Life) asset management, Focus on achieving 'optimal third party performance' and regulatory compliance
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_lock_in
Subject: —
—
Proof: Guardian and Allstate (Insurance T2) · Asset: CUSTOM1.PDF
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Paolo Palombo
Global Head of Cloud Infrastructure & IT Operations
engineering · vp
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📋 CUSTOM1.PDF
Angle: AIG Next modernization and cloud-native IT operations
Hooks: Current Global Head of Cloud Infrastructure & IT Operations at AIG, Experience leading IT operations for major global brands like Coca-Cola, Oversight of cloud infrastructure as AIG executes the AIG Next operating structure initiative
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Paolo,<br><br>Chris here from MHC Automation.<br><br>Given your role running cloud infrastructure and IT ops at AIG, I wanted to ask about something that comes up a lot during modernization programs like AIG Next. As teams move workloads to cloud-native architecture, the document production layer tends to get left behind. It still depends on developers who know the old system, and every policy or compliance change turns into a ticket.<br><br>At your scale, that's not a minor friction. With millions of policyholders across property-casualty, life, and retirement lines, any delay in getting updated documents out touches a lot of people. And if the developers who know the platform are the ones you're trying to free up for higher-priority cloud work, that backlog doesn't shrink.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on the document side during the AIG Next transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Paolo,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We recently helped HSBC manage 100 to 200 complex trade document templates, letters of credit, guarantees, SWIFT messages, running through a single architecture. The old setup required developer involvement for every template change. The new one doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the change directly, within the guardrails IT sets, and it goes out the same day.<br><br>For a program like AIG Next, where the goal is operational efficiency and expense ratio reduction, the document layer is one of the more overlooked places to recover developer time. Policyholder notices, endorsements, declarations, renewal correspondence, these don't need to be developer projects.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: technical debt: architecture simplification and migration risk
Subject: One last thing, Paolo
Hi Paolo,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during AIG Next, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates with architecture that eliminated legacy bottlenecks · Asset: CUSTOM1.PDF
Hey Paolo, glad you connected.
Sent you a few emails about getting document template changes off the developer queue at AIG. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update.
HSBC runs 100 to 200 complex SWIFT templates through an architecture that cut out exactly that kind of legacy dependency, which is what made me think it might be relevant here.
If any of this lands, feel free to reach out whenever.
Chris
Edward Dandridge
Executive Vice President and Chief Marketing & Communications Officer
operations · c_level
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✉ edward.dandridge@aig.com
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📋 CSFIN1.PDF
Angle: strategic brand transformation & digital modernization
Hooks: Your prior success leading the General Insurance turnaround and your current mandate to shape AIG's global reputation for sustained growth., AIG's active push to embed Generative AI across underwriting and claims to drive productivity, as noted in recent 2026 digital transformation signals., Your leadership in the 'Learn-It-All' culture and commitment to keeping the AIG brand agile in a shifting market.
posture: peer CTA: soft type: problem_first
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Subject: AIG document ops question
Hi Edward,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing marketing and communications at AIG, I wanted to ask about something that comes up a lot at insurers your size. When a regulatory change hits or a brand update needs to go out, does getting portfolio reports, client statements, or prospectus supplements updated still require going through a developer to touch the templates?<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to give your comms team more direct control over those documents. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>Happy to connect if any of this sounds familiar.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Edward,<br><br>One more thought on the template ownership piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see at insurers making that shift: compliance and comms teams start managing templates directly, and changes to things like client statements, trade confirmations, and 1099s happen the same day instead of sitting in a queue. That matters a lot when a disclosure update needs to reach a large book of business fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place. Given AIG's push to embed more automation across operations, it might be worth a conversation about whether the document layer is keeping up with the rest of that effort.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Edward
Hi Edward,<br><br>Sent you a couple of notes about document template ownership at AIG. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how insurers replace legacy document platforms without the architecture lock-in:<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes become too much of a friction for your team, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: AIG's peers like Guardian and Allstate use MHC to bridge modernization gaps without the architecture lock-in of legacy CCM vendors. · Asset: CSFIN1.PDF
Hey Edward, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so marketing and comms teams can move faster without waiting on a ticket. At MHC we help insurers like AIG do exactly that, without the architecture lock-in that comes with legacy CCM vendors. Guardian and Allstate have both used us to bridge that gap during modernisation work.
If any of this lands, feel free to reach out whenever.
Chris
Brad Rothenberg
VP, Claim Transformation & Technology
operations · vp
completed
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📋 ULTIMA1.PDF
Angle: AI-driven operational redesign and digital transparency
Hooks: AIG's 2026 focus on AI-driven operational redesigns, Requirement for AI disclosure in automated digital workflows, Expertise in AIG global operations and print/mail outsourcing
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker developer scarcity blocking AI-driven claims transformation
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Reframe: AIG AI-transparency mandates require business-user agility over legacy IT bottlenecks
Subject: —
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Proof: MHC helps top-tier insurers like Allstate and Guardian manage 25+ legacy-to-modern transitions with Aspire #1 mid-market ranking · Asset: ULTIMA1.PDF
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Stacy Curtin
Senior Investment Analyst
operations · manager
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📋 CSFIN1.PDF
Angle: document operations and client reporting transformation
Hooks: Experience managing performance measurement and return attribution for hybrid fixed income using B-One, Previous leadership in a firm-wide conversion of institutional accounting and client reporting systems, Current focus on client reporting initiatives including RFPs and Consultant Questionnaires for Third-Party asset management
posture: peer CTA: soft type: problem_first
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Subject: Client reporting bottlenecks at AIG
Hi Stacy,<br><br>Chris here from MHC Automation.<br><br>Given your role in client reporting at AIG Investments, I wanted to ask about something that comes up a lot at firms your size. When your team needs to update portfolio reports, client statements, or 1099s, does that still require going through IT and waiting on a developer to touch the template?<br><br>At organizations running legacy document platforms, that wait is usually the bottleneck. A regulatory change or a client-specific update turns into a ticket, a queue, and a delay. With the volume of communications AIG pushes out across institutional and third-party asset management, that adds up fast. We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team make template changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for Oracle Documaker template changes
Hi Stacy,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle updates directly now. The ticket never gets written. Given your background leading firm-wide system conversions and managing client reporting across institutional accounts, I imagine you've seen how much friction lives in the document layer when the platform requires a developer for every change.<br><br>For something like performance summaries or prospectus supplements, where the content has to be accurate and timely, that friction has real consequences. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Self-service alternatives to avoid IT dependency and high developer costs for complex attribution reporting
Subject: One last thing, Stacy
Hi Stacy,<br><br>Sent you a couple of notes about client reporting and document changes at AIG. Wanted to share one last thing before I get too persistent.<br><br>This covers how financial services companies handle document infrastructure at scale: https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/<br><br>If current document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC managed 100-200 templates including SWIFT communications with improved efficiency · Asset: CSFIN1.PDF
Stacy, glad you connected. I sent a few emails over the past couple weeks about the Oracle Documaker side of things, specifically the IT ticket wait times when template changes need developer involvement.
At MHC we help financial services firms move that ownership to the business side. HSBC runs 100-200 templates including SWIFT communications through that model with a lot less friction than before.
Not sure if that maps to anything on your end at AIG, but figured LinkedIn was worth a shot since email didn't land.
If any of this lands, feel free to reach out whenever.
Chris
Jack Yang
Director - Application Technology
engineering · director
completed
primary
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decision_maker
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📋 ULTIMA1.PDF
Angle: IT technical debt + AI roadmap alignment
Hooks: Current focus on AIG’s 'full rethinking of workflows around AI' via Palantir and the impact on legacy document architecture., Management of Oracle Documaker as a potential bottleneck for digital transformation agility., Integration burden of legacy systems like Documaker with modern cloud-first initiatives.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
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Reframe: IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: —
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Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
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Jeannie Szombathy
Vice President - Claims Operations
operations · vp
completed
primary
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champion
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📋 UNLOCK1.PDF
Angle: Focus on optimizing claims operations and the complexity of managing claims reserves and surplus lines documentation at AIG's scale.
Hooks: Experience managing complex claims operations within AIG Global Real Estate, Focus on process efficiency for manuscript endorsements and binding authority documents, Navigating AIG's recent portfolio simplification and focus on core insurance excellence
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker developer scarcity and the IT ticket bottleneck for critical claims reserve and broker communication updates.
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Reframe: Compliance and 508 accessibility risks inherent in legacy Documaker workflows for surplus lines and manuscript filings.
Subject: —
—
Proof: Helping major insurers like Guardian and Allstate move beyond legacy bottlenecks to handle millions of communications seamlessly. · Asset: UNLOCK1.PDF
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Jeff Ferguson
Executive Vice President, Chief Growth & Innovation Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: Corebridge modernization and Documaker legacy
Hooks: Your shift from Chief Transformation Officer to Chief Growth & Innovation Officer at Corebridge Financial, Efforts to deliver consumer-grade digital experiences for Group Retirement members, The ongoing transition of AIG Life & Retirement branding to Corebridge across policy documents and statements, Your background in scaling agile and cloud technology at Standard Chartered and United Guaranty
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker developer scarcity blocking the digital-first growth roadmap
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Reframe: Transitioning to a business-user controlled template model to avoid $150K+ developer bottlenecks for policy updates
Subject: —
—
Proof: MHC helped insurers like Guardian and Allstate modernize document operations, specifically enabling teams like Allied Benefits to eliminate $4/document costs while reducing template turnaround from 2.5 weeks to 2 days. · Asset: CCM_Buyers_Guide.pdf
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William Bostic
VP, International Casualty Claims Ops
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Claims systems oversight and long-term tenure at AIG.
Hooks: 22-year tenure at AIG across business systems and international casualty operations., Background managing the entire system development life cycle for Risk Finance., AIG's Q4 2025 earnings performance and focus on international casualty scale.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Oracle Documaker developer scarcity and IT ticket backlog for casualty claims correspondence changes.
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Reframe: Re-evaluating DocOps architecture before defaulting to the next legacy upgrade; focus on business-user empowerment.
Subject: —
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Proof: MHC helps top-tier insurers like Guardian and Allstate manage complex template environments without IT bottlenecks. · Asset: UNLOCK1.PDF
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Iain Dwyer
Solutions Architect
engineering · manager
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📋 UNLOCK1.PDF
Angle: document_composition_expert
Hooks: Experience with GMC/Quadient Inspireshowing deep technical roots in high-volume document composition and direct mail marketing., Background in automating business tasks using Python to streamline testing and production workflows., Previous focus on reducing support tickets by 40% through process redesign at Avanti.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at AIG
Hi Iain,<br><br>Chris here from MHC Automation.<br><br>Given your role as a Solutions Architect at AIG, I wanted to ask about something that comes up a lot with engineering teams at carriers your size. Does keeping developer resources tied up on document template changes feel like a solvable problem, or is it just part of the job at this point?<br><br>At the scale AIG operates, with millions of policyholders across P&C, life, and retirement lines, even a small backlog on things like policy documents, endorsements, or claims correspondence can create downstream friction. From what I see, the companies running older document composition platforms tend to route every change through a developer who knows the system, which means the business side waits and IT absorbs work that probably shouldn't be theirs.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your architecture team from document maintenance cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Iain,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>Something I should have included: with insurance organizations specifically, the pattern we see most often is that a regulatory change or a product update hits, and the team realizes that updating the affected templates is a developer project. Not a compliance project, not an ops project. A developer project.<br><br>We helped Essilor reduce their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. The change happened because their business users could start handling template updates directly, with controls in place, without waiting on IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>Given where AIG is with the AIG Next modernization push, I'd imagine the document layer is one of those areas where reducing operational drag matters. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One last thing, Iain
Hi Iain,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar enables IT teams to offload template management to business users, solving the developer bottleneck inherent in Oracle Documaker workflows. · Asset: UNLOCK1.PDF
Iain, appreciated you connecting. I sent a few emails about the IT dependency piece I mentioned around template changes sitting in developer queues, so figured I'd say hello here too.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every document update. One carrier we worked with had been running Documaker workflows where every change went back through dev, and getting that off the queue made a measurable difference for their architecture team.
Happy to reconnect here if the timing ever works.
Chris
Gopal Shenoy
Vice President, Accident & Health
engineering · vp
queued
primary
– none
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📋 GUC3E41.PDF
Angle: migration_modernization
Hooks: Experience leading the migration of AIG Canada A&H Policy Administration Systems to AWS Cloud, Involvement in evaluating target state common Policy Administration Platforms for North America, PMP and Scrum Master certifications suggesting a focus on execution efficiency in digital marketing platforms
posture: peer CTA: soft type: problem_first
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Subject: Document templates and AIG Next
Hi Gopal,<br><br>Chris here from MHC Automation.<br><br>Given your role in Accident and Health at AIG, I wanted to ask about something we see come up a lot at global carriers your size. When your team needs to update policyholder-facing documents, does that still require going through a developer to get it done?<br><br>At companies running older document platforms, the business side often knows exactly what needs to change but can't touch the template without IT in the loop. With AIG Next pushing toward leaner operations, that kind of dependency tends to surface as a real friction point. Every change becomes a ticket, and the queue moves at its own pace.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Gopal,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types, covering authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. Their compliance team handles changes directly now. The wait disappears.<br><br>The reason that works is MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls. Your underwriting or A&H ops team can update a notice or correspondence template the same day a requirement changes, with approval workflows built in.<br><br>At AIG's volume, with millions of policyholders across global lines, that kind of speed matters especially when a regulatory change has to propagate across policy forms, claims correspondence, and renewal notices fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, Gopal
Hi Gopal,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and simplified complex member communications for BCBS/Humana, reducing IT ticket reliance. · Asset: GUC3E41.PDF
Gopal, appreciate you connecting.
I sent a few emails over the past couple weeks about the IT dependency piece I mentioned, getting template changes off the developer queue specifically. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update.
Optum runs 200+ templates through the platform now and largely cut out the IT ticket loop for member communications, which is the kind of shift we've helped a few carriers make.
Worth a quick conversation to see if any of this is relevant?
Chris
Gul Chaudhary
Senior Vice President, Digital/ Operational Excellence
operations · vp
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Angle: enterprise digital transformation & IT modernization
Hooks: your leadership in AIG's global Enterprise Transformation and IT modernization efforts under the CEO's office, recent initiatives involving cloud migration and application rationalization to drive operational excellence, the ongoing focus on digital transformation for AIG Property & Casualty and Corebridge financial separations
posture: peer CTA: soft type: problem_first
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Subject: AIG document templates + AIG Next
Hi Gul,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital and operational excellence at AIG, I wanted to ask about something that comes up a lot at global insurers running modernization programs at your scale. When your teams need to update customer-facing documents like policy notices, renewal communications, or claims correspondence, does that still route through IT and wait on a developer to make the change?<br><br>At AIG's volume, with millions of policyholders across property-casualty and life lines, that kind of bottleneck adds up fast. A regulatory update, a product change, a new disclosure requirement, and the business team is filing a ticket instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your business teams and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for change
Hi Gul,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with Guardian Life, Allstate, Intact Financial, and Acuity Insurance on their policyholder communications, alongside 60+ other insurers. The pattern is consistent: once the business side can manage templates directly, the wait disappears. Compliance makes the change, legal reviews it, it goes out. IT stops being the bottleneck for work that was never really theirs to own.<br><br>That matters especially when a state regulatory change has to propagate across declarations pages, endorsements, and renewal notices going to millions of policyholders. On most legacy document systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates with anything on the AIG Next side, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing for AIG
Hi Gul,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next rollout, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Gul, glad we're connected here after those emails.
The document infrastructure gap in the modernisation work is what I was getting at, specifically the IT ticket wait every time a template needs to change. At MHC we help insurers move that ownership to the business side so changes don't sit in a queue.
Guardian, Allstate, and a few dozen other carriers have gone that route with us, which is where the proof tends to land for ops and digital teams in particular.
Worth a quick conversation to see if any of this is relevant?
Chris
Gurbir Osahan
Vice President Information Technology
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Angle: strategic_transformation_leadership
Hooks: Experience leading application rationalization and cloud transformation initiatives at AIG, Focus on reducing IT spend through service optimization and enterprise platform roadmaps, Overseeing transformation strategy for enterprise finance and business operations platforms
posture: peer CTA: soft type: problem_first
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Subject: Document ops at AIG
Hi Gurbir,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT at AIG, I wanted to ask about something we see come up a lot at large insurers going through modernization. Does updating policyholder-facing documents still require a developer to touch the template, even for small changes?<br><br>At AIG's scale, that bottleneck adds up fast. Policy documents, endorsements, renewal notices, claims correspondence going out to millions of policyholders, and every change still routes through someone who knows the composition system. That slows down the business side and keeps your developers tied to document maintenance instead of higher-priority work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what your team is working on under AIG Next. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Gurbir,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. The pattern across all of them is similar. The insurer moves to MHC, the business side starts handling template changes directly, and the wait for IT to touch a document stops.<br><br>For an operation like AIG's, that matters most when a regulatory change hits or a claims notice has to go out accurately to millions of policyholders fast. With your policyholder data spread across policy admin, claims, and rating systems, every document pull is a coordination exercise. When someone on the compliance or ops side needs to update a disclosure or endorsement language, it should not have to become an IT project.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with controls in place, without writing a ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_modernization
Subject: One last thing, Gurbir
Hi Gurbir,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate move from legacy bottlenecks to agile, cloud-ready document operations. · Asset: CUSTOM1.PDF
Gurbir, good to be connected.
I sent a few emails about the IT dependency piece I mentioned, specifically around getting template changes off the developer queue. Didn't want to leave it at that without reaching out here too.
At MHC we help insurers move document ownership to the business side, so IT isn't the bottleneck on every change. Guardian and Allstate have both made that shift with us.
Happy to reconnect here if the timing ever works.
Chris
Jason Cook
Chief Information Officer - Life Insurance & Institutional Markets
engineering · c_level
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Angle: enterprise architecture modernization
Hooks: Current CIO role at Corebridge Financial leading Life Insurance & Institutional Markets technology, Previous tenure as Head of Enterprise Architecture at AIG/Corebridge, Leadership through the 2026 Corebridge separation and shift toward GenAI outcomes
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer + AIG Next
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology for AIG's life and institutional business, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across life and retirement products, is the document layer keeping pace with everything else you're modernizing under AIG Next, or is it still the part that requires IT every time something needs to change?<br><br>What I usually hear from CIOs in your position: the architecture hasn't changed in years, a small group of developers owns all the template logic, and when a regulatory update or product change hits, it turns into a backlog item instead of a same-day fix. At AIG's volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if the document layer is something worth looking at as part of the broader modernization effort. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where IT teams are stretched thin, delaying critical template updates for policy contracts and beneficiary notices.
Hi Jason,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. High compliance requirements, high volume, and they needed to move fast when standards changed. The difference was that their compliance team could handle template updates directly, without routing every change through IT.<br><br>I mention it because the pattern translates well to life and institutional. Policy contracts, beneficiary notices, retirement statements, these documents pull from multiple core systems, and when a product or regulatory change hits, the update cycle is only as fast as the developer who owns the template. At AIG's volume, that's a real constraint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your high-cost engineering capacity stays focused on the GenAI and underwriting work that actually moves the needle on AIG Next.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting the architecture lock-in of legacy CCM, consider that separating the document layer from core IT logic allows business users to self-serve, freeing your high-cost developers for strategic GenAI initiatives.
Subject: One more thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: MHC helped HSBC modernize 100-200 complex templates while maintaining SWIFT standards, ensuring high-volume compliance without the IT dependency typical of legacy stacks. · Asset: CSFIN1.PDF
Hey Jason, appreciate the connection.
Sent you a few emails about the developer queue bottleneck on Documaker template changes. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off IT backlogs so the business side can handle updates directly. When HSBC modernised a few hundred complex templates, the big unlock was getting compliance changes done without the IT dependency their legacy stack required.
Given what you're overseeing across Life and Institutional Markets, that might be a familiar problem. If any of this lands, feel free to reach out whenever.
Chris
Helene Hodosh
VP Operations
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Angle: Documaker dependency at AIG during high-level leadership transition and AI-driven transformation.
Hooks: Current role as VP Operations at AIG overseeing large-scale financial documentation., AIG's active embedding of Generative AI to drive productivity in claims and underwriting., Leadership shift with Eric Andersen taking over, emphasizing a need for operational agility.
posture: peer CTA: soft type: problem_first
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Subject: AIG doc ops + AI modernization
Hi Helene,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something that comes up a lot at carriers your size. With everything moving under AIG Next, is the document production layer keeping pace, or is it still a bottleneck every time ops needs a change made?<br><br>What we see pretty often at large multiline carriers is that policyholder communications, compliance notices, claims correspondence, all of it still routes through a developer queue even when the change is small. When you're running millions of documents at AIG's volume, that dependency adds up fast. Especially when modernization priorities are pulling developer attention in a lot of directions at once.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the business side more control over document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer-heavy architecture creates an IT bottleneck, forcing Operations to wait on scarce developers for simple template updates like portfolio reports or prospectus supplements.
Hi Helene,<br><br>Following up on what I sent about the document ops bottleneck piece.<br><br>Two companies I work with that might be relevant context: HSBC manages 100 to 200 trade document templates through MHC, including complex SWIFT confirmations and letters of credit. ING Bank in Poland runs around 600 templates with their compliance and ops teams handling changes directly rather than going through IT.<br><br>The pattern in both cases is the same. Once the business side can update templates without writing a ticket, the pace of change catches up to what the business actually needs. At AIG's scale, with millions of policyholder documents going out across property-casualty, life, and retirement lines, that kind of speed matters when a regulatory notice or claims correspondence has to go out fast and accurate.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As AIG scales AI modernization, continuing to rely on legacy Documaker code-bloat is an operational liability; modern CCM empowers business users to self-serve without needing $150K+ developers for every change.
Subject: One last thing, Helene
Hi Helene,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: HSBC manages 100-200 templates and complex SWIFT documentation with MHC, while ING Poland handles ~600 templates with business-user agility. · Asset: CSFIN1.PDF
Helene, good to be connected.
Sent you a few emails about the Documaker bottleneck at AIG, specifically the wait on developers for things like portfolio report updates or prospectus supplements. Didn't want to leave it at that without reaching out here too.
At MHC we help insurers get template changes off the IT queue and into the hands of operations teams directly. ING Poland runs around 600 templates that way, and HSBC manages complex documentation including SWIFT with the same setup.
Happy to reconnect here if the timing ever works.
Chris
Margaret Corda
Assistant Vice President, Operations
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Angle: Documaker resource gap + AI CX transformation
Hooks: AVP Operations tenure at AIG, Experience with complex manuscript endorsements and surplus lines filings, Alignment with CEO Zaffino's GenAI and customer experience transformation initiative
posture: peer CTA: soft type: problem_first
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Subject: AIG document ops question
Hi Margaret,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something we see come up a lot at carriers your size. When a regulatory change hits or a manuscript endorsement needs updating, does that still require an IT ticket and a wait before anything goes out the door?<br><br>At AIG's volume, that lag adds up fast. Millions of policyholder documents touching declarations pages, endorsements, renewal notices, cancellation notices. If the people who understand what those documents need to say can't update them directly, every change becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit on the ops side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity for Oracle Documaker means your team is likely waiting on IT tickets for every manuscript endorsement or surplus lines filing update, creating a manual workaround burden for Ops.
Hi Margaret,<br><br>Following up on what I sent about the template change cycle at AIG.<br><br>One thing worth sharing: we helped a large carrier cut their document change cycle from 2.5 weeks to 2 days. The fix wasn't a rearchitecture of their whole stack. It was removing the developer from the day-to-day update path for things like endorsements and renewal notices.<br><br>Their compliance and ops teams started managing templates directly, with controls in place, and IT stopped being the bottleneck for every change. At a carrier running millions of policyholder communications across dozens of product lines, that kind of turnaround matters when a state filing deadline hits or a surplus lines form needs to change fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to an complex Oracle upgrade, evaluate a self-service alternative where Ops can manage broker comms and binding authority templates without the $150K+ developer bottleneck.
Subject: One last thing, Margaret
Hi Margaret,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: AIG's peer Guardian and Allstate moved to MHC to eliminate technical debt; specifically, we helped one T1 carrier reduce template change cycles from 2.5 weeks to 2 days. · Asset: ULTIMA1.PDF
Hey Margaret, glad you connected.
Sent you a few notes recently about the Oracle Documaker dependency piece and what that means for Ops teams managing endorsements and filing updates. At MHC we help insurers move template ownership off IT queues and to the business side.
One carrier we work with cut template change cycles from 2.5 weeks to 2 days after making that shift. Not a small thing when filing deadlines are involved.
Worth a quick conversation to see if any of this is relevant?
Chris
John Morgan
Vice President IT Operations
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Angle: IT operational efficiency amidst Corebridge Financial M&A and AIG 200 tech delivery mandates.
Hooks: Ongoing tech delivery focus under Ted Devine's AIG 200 initiative, Integration complexity following the $22B Corebridge Financial merger, Managing high-volume document output for American General's policy and beneficiary notices
posture: peer CTA: soft type: problem_first
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Subject: Document ops at AIG
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT Operations at AIG, I wanted to ask about something we see come up a lot at global insurers your size. Does updating customer-facing document templates still require a developer to touch the underlying system before anything goes out the door?<br><br>At organizations running older document platforms, that dependency tends to get worse during periods of operational consolidation. When the priority is reducing headcount and expense ratios, the last thing IT needs is a queue of template change requests that only two or three people know how to handle.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi John,<br><br>One more thought on the document dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern is consistent: the insurer moves to MHC, business users start managing templates directly, and IT stops being the bottleneck for every declarations page, endorsement, or renewal notice that needs updating.<br><br>That matters more when your modernization program is trying to drive down operational costs. If document changes still require a developer who knows the legacy system, that's a friction point that compounds at your volume, across millions of policyholders and dozens of policy lines.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls and approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about document template dependencies at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point during the AIG Next buildout, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to de-risk document operations. · Asset: UNLOCK1.PDF
Good to be connected, John.
Sent you a few emails about the IT dependency piece at AIG, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are both running that way now, along with a good number of others in the space.
No agenda here beyond making the connection. Happy to reconnect here if the timing ever works.
Chris
Indurani Venkitasamy
Director Software Engineering & Transformation Leader
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Angle: strategic transformation and modernization focus
Hooks: your role leading Global Platform Modernization and large-scale digital transformation at AIG, AIG's focus on Head of Digital Experience Capabilities to bridge legacy gaps, modernizing portfolio reports and trade confirmations within the NAM Claims IT framework
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at AIG
Hi Indurani,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software engineering and transformation at AIG, I wanted to ask about something that comes up a lot at global insurers your size. Does updating customer-facing documents still require going through a developer who knows the underlying system, even for routine template changes?<br><br>At the scale AIG operates, that dependency adds up fast. A regulatory change hits, a compliance team flags a disclosure that needs updating, and the request goes into a queue behind every other IT priority. With millions of policyholders across property-casualty, life, and retirement lines, the wait has real downstream consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for document changes and developer scarcity for legacy Oracle Documaker maintenance
Hi Indurani,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: HSBC manages 100 to 200 trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. Complex requirements, strict compliance controls, and a global footprint. They moved template ownership to the business side and took IT out of the day-to-day change path entirely.<br><br>For a transformation effort like AIG Next, that kind of shift matters. When your compliance or operations team can make a disclosure update the same day a regulatory change lands, instead of waiting on a developer queue, the document layer stops being a drag on the broader modernization roadmap.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy tech debt blocking the digital transformation roadmap; shift from architecture lock-in to business-user self-service
Subject: One last thing for Indurani
Hi Indurani,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the AIG Next roadmap, feel free to reach out.
Proof: HSBC managed 200+ templates with complex requirements while reducing IT dependency · Asset: CSFIN1.PDF
Indurani, appreciated the connection. Sent you a few emails about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try.
At MHC we help insurers get template ownership off the developer queue and onto the business side. HSBC did this across 200+ templates with complex requirements and cut their IT dependency significantly in the process.
Given you're running both engineering and transformation at AIG, that tension between legacy document maintenance and modernisation capacity probably comes up more than it should.
Worth a quick conversation to see if any of this is relevant?
Chris
Joe Rocha
Head of Business Services, Canada, U.S. West/Midwest Regions, Corporate Real Estate and Business Services
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Angle: 40-year tenure and AIG Chairman's Award
Hooks: Recognized for 40 years of service at AIG in late 2024, Recently honored with the AIG Chairman's Award for leadership and impact, Overseeing business services across Canada and US West/Midwest regions
posture: peer CTA: soft type: problem_first
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Subject: Document ops at AIG
Hi Joe,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing business services across AIG's U.S. and Canada operations, I wanted to ask about something that comes up constantly at insurers your size. Are document template changes, things like policy forms, endorsements, renewal notices, still going through IT every time a business user needs to make an update?<br><br>At organizations running older document platforms, that's usually the bottleneck. A compliance change hits, or a state filing requires updated language, and the business team has to open a ticket and wait on a developer. At AIG's volume, that wait compounds fast across millions of policyholders.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your business teams and IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Joe,<br><br>Following up on the document ops piece I mentioned.<br><br>One thing I should have included: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations on MHC. They eliminated $4 per document in vendor fees by moving off their legacy system.<br><br>The bigger shift for them was that their compliance and ops teams stopped waiting on developers for every template change. When a regulatory update came in, the change happened the same day. At AIG's scale, across property-casualty, life, and retirement lines, that kind of turnaround matters, especially when state filing deadlines don't move.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: PlanetPress: All=EOL deadline (vendor sunset). E2=don't default to OL Connect, evaluate alternatives.
Subject: One last thing, Joe
Hi Joe,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Joe, appreciate the connection.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the Documaker side where template changes sit in IT queues waiting on developers who are increasingly hard to find and expensive to keep.
At MHC we help insurers move that ownership to the business side. Guardian, Allstate, and Intact have made that shift, and we're now working with 25+ carriers across North America.
Happy to reconnect here if the timing ever works.
Chris
Leao Fernandes
SVP Head of Engineering & Architecture
engineering · vp
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Angle: enterprise architecture at MetLife and Corebridge
Hooks: Extensive tenure at MetLife as Director of ECM and Web Infrastructure Engineering, Current focus on Engineering & Architecture at Corebridge during its strategic shift toward GenAI outcomes and digitization, Expertise in building scalable solutions on AWS and Azure mentioned in your BU faculty profile
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Leao,<br><br>Chris here from MHC Automation.<br><br>Given your role leading engineering and architecture at AIG, I wanted to ask about something that comes up a lot at global carriers your size. Does updating customer-facing policy documents, notices, and correspondence still require developer time on your team, even when the change is purely content or compliance-driven?<br><br>At AIG's volume, that adds up fast. Millions of policyholder communications across property-casualty, life, and retirement. When a regulatory change hits or a business unit needs to update language, if the only path runs through an engineer who knows the document platform, that's a real drag on the teams you're trying to move faster.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce engineering dependency in your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Leao,<br><br>One more thought on the engineering dependency piece I mentioned.<br><br>I know you've spent time at MetLife and Corebridge before AIG, so this pattern is probably familiar. The document layer ends up siloed from the rest of modernization work because only a small group of developers knows how to touch it. Business and compliance teams submit requests, engineering queues them, and the backlog grows.<br><br>What we've seen across carriers is that when compliance and ops teams can make template changes directly, within controls IT still owns, the ticket never gets written. At Intact Financial and Acuity, that shift freed up engineering cycles that were going to document maintenance and redirected them to higher-priority work. With the AIG Next program pushing hard on expense ratio and operational efficiency, that kind of reallocation matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Leao
Hi Leao,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point in the AIG Next roadmap, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Appreciated the connection, Leao. Sent you a few notes over email about the IT dependency piece on document template changes, so you have some context on where I'm coming from.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Carriers like Guardian and Allstate have made that shift, and a number of mid-market insurers have as well.
Given your architecture remit at AIG, it may or may not be relevant, but figured LinkedIn was worth a try after the emails.
If any of this lands, feel free to reach out whenever.
Chris
Melissa Cahill
Director of Client Operations
operations · director
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📋 ULTIMA1.PDF
Angle: AIG transition to AI-centric operations (Digital Twin) vs. legacy Documaker bottleneck.
Hooks: AIG Investor Day 2025 highlights on GenAI and the Digital Twin roadmap, your team's oversight of client account relationships and operational growth in Jeffersonville, management of high-volume document types like declarations, renewals, and billing correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AIG
Hi Melissa,<br><br>Chris here from MHC Automation.<br><br>Given your role in client operations at AIG, I wanted to ask about something we see come up a lot at insurers your size. When a change needs to happen on a policyholder document, does that still require going through a developer before anything moves?<br><br>At organizations running complex document environments across multiple lines of business, that dependency adds up fast. A regulatory update, a new disclosure requirement, a branding change across policy documents, each one becomes an IT project. At AIG's scale, with millions of policyholders across P&C, life, and retirement, the queue never really clears.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on your ops side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Melissa,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: we've worked with major insurers managing 25 or more complex document environments across multiple lines of business. The pattern we see is pretty consistent. The insurer comes in with a backlog of template changes stuck in the developer queue. Once the business side can make those changes directly, with controls in place, the wait disappears.<br><br>That matters especially when a state files a new disclosure requirement and it has to go out across millions of policyholders fast. Declarations pages, endorsements, cancellation notices, renewal correspondence, those aren't small updates when you're operating at AIG's volume.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Melissa
Hi Melissa,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG pushes further into the AI modernization work, feel free to reach out.
Proof: MHC helped major insurers manage 25+ complex document environments with Aspire #1 mid-market ranking. · Asset: ULTIMA1.PDF
Melissa, good to be connected.
Sent you a few emails recently around the IT dependency piece I mentioned, so apologies if this feels like another nudge from a different angle. At MHC we help insurers move template ownership off developer queues and onto the business side. A few major insurers managing 25-plus complex document environments made that shift and it's part of why MHC picked up the Aspire mid-market top ranking.
Worth a quick conversation to see if any of this is relevant?
Chris
Matt Egyhazy
Chief Technology Officer
engineering · c_level
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Angle: strategic talent & technical debt
Hooks: Recent move to AIG as CTO (Nov 2025) after leading M&T Bank's technology advancements., Public stance on the 'Talent Imperative' and the risk of institutions being perceived as 'legacy maintenance environments' rather than innovation centers., Background as a contributor to the Boost C++ library, indicating a deep appreciation for high-performance engineering culture over vendor-tool management.
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer / quick question
Hi Matt,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at AIG, I wanted to ask about something that comes up a lot at global carriers running modernization programs. Is the document production layer keeping pace with everything else in the AIG Next roadmap, or is it still tied to developers who have to hand-translate every change?<br><br>At your volume, that dependency adds up fast. Policyholder communications, policy documents, endorsements, claims correspondence, renewal notices — when any of that requires a developer queue to update, it becomes a drag on the operational efficiency work you're trying to do. Especially when you're also trying to free up technical talent for higher-priority AI and underwriting projects.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Matt,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One pattern I see consistently at large carriers: the insurers that move quickest on modernization are the ones that stopped treating document template changes as IT work. Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC now. The common thread is the same: business and compliance teams handle template updates directly, the wait disappears, and the developer hours get redirected to the work that actually requires them.<br><br>That matters more right now because your AI and underwriting productivity initiatives need clean, flexible document output on the back end. Declarations pages, endorsements, claims correspondence — if those still require a developer to touch every time something changes, the modernization work hits a ceiling.<br><br>That's what MHC NorthStar CCM does differently: it takes the document change path off the IT queue without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_simplification
Subject: one last thing, Matt
Hi Matt,<br><br>Sent you a couple of notes about the document infrastructure side of AIG Next. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the modernization work accelerates, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Matt, good to be connected.
Sent you a few emails over the past few weeks about the IT dependency piece I mentioned, getting template changes off the developer queue so your business teams can move without waiting on engineering. Figured LinkedIn was worth a try since email can disappear fast.
At MHC we help insurers move document ownership to the business side. Allstate and Intact have both made that shift, and we're working with 25 or so carriers across that same problem set.
If any of this lands, feel free to reach out whenever.
Chris
Liz Altman-Harberger
Head of Marketing, Individual Retirement and Life Insurance
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Angle: Corebridge rebrand and M&A document transformation
Hooks: Ongoing separation/rebrand from AIG to Corebridge Financial, Mention of her leadership in the 'One AIG' rebranding program, Corebridge's announced $22B merger with E and its impact on document consistency
posture: peer CTA: soft type: problem_first
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Subject: AIG document templates
Hi Liz,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing for Individual Retirement and Life Insurance at AIG, I wanted to ask about something we see come up a lot at carriers your size. When you need to update customer-facing documents, does that still require going through IT and waiting on a developer who knows the system?<br><br>At organizations with your volume of policyholder communications, that dependency gets expensive fast. A disclosure update, a product change, a compliance requirement tied to the Corebridge separation, and suddenly the queue is backed up and the business side is waiting on IT to touch a template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Liz,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers like these: once the compliance or marketing team can update templates directly, without writing an IT ticket, changes that used to take weeks happen the same day.<br><br>That matters at your scale. With millions of policyholders across life and retirement products, a single disclosure update has to propagate across a lot of document variants. If that change lives inside a system only a developer can touch, your team is always waiting.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Liz
Hi Liz,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2_metric) · Asset: ULTIMA1.PDF
Liz, good to be connected. I sent a few emails recently about the IT dependency piece I mentioned, so you have some context on what we do at MHC. We help insurers move template ownership to the business side so document changes stop sitting in developer queues.
Guardian and Allstate have both gone that route with us, and the shift tends to matter most for teams managing high-volume customer communications like retirement and life products.
Happy to reconnect here if the timing ever works.
Chris
Kathy Stark
AVP, Operations
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Angle: AIG Investor Day 2025 AI-Centric Pivot
Hooks: AVP of Operations overseeing Financial Lines and Shared Services at AIG for 19+ years, Aligning document automation with CEO Peter Zaffino’s 2025 AI-centric operational transition, Managing complex document outputs for Financial Lines and Personal Accident (A&H) units
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AIG
Hi Kathy,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something that comes up a lot at carriers your size. When a document needs to change, whether that's a policy form, a renewal notice, a claims letter, does it still require an IT ticket and a wait for a developer to touch the template?<br><br>At organizations running millions of policyholder communications, that handoff creates real drag. Compliance needs a disclosure updated, ops flags a form issue, and the work sits in a queue behind higher-priority IT projects. By the time the change goes out, it's taken weeks.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Kathy,<br><br>One more thought on the document change bottleneck I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template updates directly. IT stops being the bottleneck, and the changes happen the same day.<br><br>That matters at AIG's volume. With millions of policyholders across property-casualty, life, and retirement lines, a single regulatory change can touch hundreds of document variants. Declarations pages, endorsements, renewal notices, cancellation letters. On most legacy document platforms, every one of those is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kathy
Hi Kathy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG's AI and modernization work accelerates, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Kathy, good to have you in the network. I sent a few emails recently about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from.
At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Allied Benefits eliminated $4 per document in processing costs across more than a million communications once they made that shift.
Not sure if the timing is right at AIG, but worth a quick conversation to see if any of this is relevant?
Chris
Leigh Steffek
VP of Digital Transformation
operations · vp
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Angle: strategic_modernization_merger
Hooks: Current leadership of a $250M expense savings program at Corebridge Financial to drive organizational efficiencies., Strategic focus on the all-stock merger with Equitable to achieve scalability for 12 million customers., Past experience managing e-Sense digital product refreshes and usage-based summary emails.
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Leigh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at AIG, I wanted to ask about something that comes up a lot with modernization programs like AIG Next. When the operational efficiency push is underway, is the document production layer keeping pace, or is it one of those things that keeps surfacing as a blocker?<br><br>What I typically see at insurers your size: the core systems get modernized, but policyholder communications, policy documents, claims correspondence, renewal notices still run on legacy composition platforms that require a developer for every change. The document layer becomes the last thing holding up the rest of the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce friction in that layer as AIG Next moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy_blocking_roadmap
Hi Leigh,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped Intact Financial and Acuity Insurance move their policyholder communications off legacy composition platforms. The pattern is consistent: once business users can manage templates directly, the backlog of IT tickets for document changes disappears. Changes happen the same day instead of waiting weeks for a developer cycle.<br><br>That matters at AIG's volume. With millions of policyholders across global lines, a single regulatory change or product update means touching hundreds of template variants. If that still requires a developer who knows the legacy system, it slows everything else down.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: developer_scarcity
Subject: One last thing, Leigh
Hi Leigh,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Leigh, good to have you in the network.
I sent a few emails recently about the document layer blocking the modernisation roadmap, so you have some context on what we do. At MHC we help insurers move template ownership off IT queues and to the business side, which tends to clear a lot of that friction.
Allstate and Intact have both gone through this, and a few dozen other carriers are mid-migration right now. The pattern is pretty consistent once a transformation programme hits the document infrastructure gap.
Happy to reconnect here if the timing ever works.
Chris
Nikhil Kamdar
VP Automation & Technology Platforms - Delivery & IT Operations
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Angle: AIG Next & Claims Transformation
Hooks: Your leadership in migrating claims from legacy mainframes to enterprise platforms at AIG., Impact of the 'AIG Next' operating structure initiative on streamlining your global technology platforms., Consolidating RPA and automation stacks (Blue Prism, UiPath) to drive operational efficiency across Underwriting and Finance.
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Nikhil,<br><br>Chris here from MHC Automation.<br><br>Given your role in automation and IT delivery at AIG, I wanted to ask about something we see come up a lot at global insurers running modernization programs. As AIG Next pushes toward leaner operations, is the document layer keeping up, or is it still dependent on developers every time a template needs to change?<br><br>At your volume, that dependency adds up fast. Policy documents, claims correspondence, regulatory notices across multiple lines and geographies. When every change goes through a developer queue, it slows down everything from claims turnaround to compliance updates.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes as part of the AIG Next push. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nikhil,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The business side manages changes directly. IT stops being the bottleneck, and updates happen the same day they're needed.<br><br>I bring that up because the pattern maps to what we see in insurance too. When your compliance or ops team needs to update a claims notice or a policy document, the change should be theirs to make, with controls in place. That matters especially when a regulatory deadline hits across millions of policyholders and the developer queue is already full.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Nikhil
Hi Nikhil,<br><br>Sent you a couple of notes about the document layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Nikhil, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn was worth a shot since the inbox can get noisy.
At MHC we help insurers move template ownership off IT queues to the business side. On the FinServ side, HSBC moved around 100 to 200 templates through that model, and names like Fidelity and Santander have gone the same route.
Given your scope across automation and IT delivery at AIG, some of that might be familiar territory.
If any of this lands, feel free to reach out whenever.
Chris
Mike Galloway
Chief Information Officer, Global Business Technology
engineering · c_level
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📋 ULTIMA1.PDF
Angle: enterprise digital transformation & developer scarcity
Hooks: Current oversight of global business applications for Claims and Commercial Lines at AIG., Background in technology strategy and architecture from Bank of America applied to AIG's global scale., Recent AI expansion initiatives at AIG signal a push for modernization that Documaker's legacy footprint may hinder.
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing global business technology at AIG, I wanted to ask about something we see come up often at large insurers running modernization programs. When your teams are pushing hard on AI and operational efficiency, is the document production layer keeping up, or is it still a developer-dependent bottleneck?<br><br>At the scale AIG operates, policy documents, claims correspondence, endorsements, and renewal notices are touching millions of policyholders across multiple systems. When a regulatory change or brand update hits, someone has to get into the template layer to make it happen. On most enterprise platforms, that means a developer queue and a wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Mike,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>The pattern we see most at insurers your size: business users know exactly what a declarations page or cancellation notice needs to say, but they can't touch the template. Every change goes to IT. At your volume, with millions of policyholders across global lines, that queue never really clears.<br><br>MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls. Your compliance and ops teams handle routine template updates directly, within approval workflows IT defines. IT stops being the bottleneck on document changes and can stay focused on the AI and modernization work AIG Next is actually about.<br><br>The insurance organizations we work with made this shift and found their document change cycles went from weeks to same-day for most updates. That matters a lot when a state regulatory change or a claims process update has to reach policyholders fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT architecture simplification & reducing migration risk
Subject: One last thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Mike, appreciate the connection.
Sent you a few emails about getting document template changes off the developer queue at AIG. At MHC we help insurers move that ownership to the business side so engineering capacity goes toward work that actually needs it. Allstate and Intact have both done this at scale, which is part of why we work with 25 or so carriers now.
Given what developer time costs and how hard those roles are to backfill, it seemed worth a conversation.
Happy to reconnect here if the timing ever works.
Chris
Michael Pistiolis
Director, Digital Technology Execution
operations · director
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Angle: Alignment of CCM modernization with the 'AIG Next' transformation initiative and your focus on digital execution at scale.
Hooks: Experience managing large-scale technology execution at AIG since 2017., Role in digital transformation initiatives aimed at operational efficiency and technical modernization., Context of the AIG Next initiative targeting significant operational savings through 2025/2026.
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document infrastructure
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital technology execution at AIG, I wanted to ask about something that comes up a lot at carriers your size. With everything moving under AIG Next, is the document production layer keeping pace with the rest of the modernization effort?<br><br>At companies running Oracle-era composition platforms, that layer tends to become a quiet bottleneck. Business needs to update a claims letter or renewal notice, and it still routes through IT because the underlying system requires specialized syntax to touch. At AIG's volume, that's a lot of tickets for something that should be self-service.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=legacy Documaker blocking digital roadmap; IT=developer scarcity for archaic Oracle syntax.
Hi Michael,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life and Allstate both moved off legacy composition platforms to eliminate bottlenecks in high-volume claims and renewal communications. The pattern was the same in both cases: once the business side could manage template changes directly, the IT ticket queue for document updates stopped growing. Changes that used to take weeks started happening the same day.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls IT needs. For a carrier operating at AIG's scale, with millions of policyholders across property-casualty, life, and retirement lines, that kind of flexibility matters especially when a regulatory change has to propagate across policy notices, claims correspondence, and renewal documents all at once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing CCM is the missing piece of the 'AIG Next' strategy—moving from legacy document debt to business-user self-service.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point in the AIG Next rollout, feel free to reach out.
Proof: Insurance T2: Guardian and Allstate replaced legacy tech to eliminate bottlenecks in high-volume claims and renewal communications. · Asset: UNLOCK1.PDF
Hey Michael, appreciate you connecting.
Sent you a few emails about the document infrastructure gap that tends to surface in modernisation work, specifically where Documaker and the developer dependency around it slows down what the business side can actually ship. At MHC we help insurers move template ownership off the IT queue so the business can execute without waiting on Oracle syntax changes.
Guardian and Allstate both made that move to clear bottlenecks in claims and renewal communications at volume.
If any of this lands, feel free to reach out whenever.
Chris
Nital Gandhi
VP, Enterprise Architecture
engineering · vp
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Angle: Architecture leadership at Corebridge during its significant leadership transition and strategic rebranding from AIG.
Hooks: Current role as VP of Enterprise Architecture at Corebridge Financial (formerly AIG), Background at Travelers and expertise in application modernization and cloud transformation, Directly impacted by the Zaffino to Andersen leadership shift and Corebridge merger with Equitable Holdings
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at AIG
Hi Nital,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at AIG, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change or product update hits, does your team still have to route document template changes through a developer to get them out the door?<br><br>At organizations running older composition platforms, that dependency gets expensive fast. The developer pool for those systems is small, rates are high, and the queue backs up. With AIG's modernization efforts underway, that kind of bottleneck tends to show up as a friction point that's hard to justify.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a massive bottleneck for modernizing policy contracts and annual statements, especially as Corebridge transitions its brand and leadership.
Hi Nital,<br><br>Following up on what I sent about the document template bottleneck piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see at carriers their size: after the move, the compliance and ops teams handle template changes directly. The ticket never gets written. IT stops being the bottleneck for document updates.<br><br>That matters at AIG's volume. With millions of policyholders across property-casualty and life lines, when a regulatory disclosure changes or a product gets repriced, that update has to reach the right documents fast. On most legacy composition platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than relying on a shrinking pool of $150K+ Documaker developers, enterprise architecture can decouple document composition from IT, enabling business users to manage policy changes directly.
Subject: One last thing, Nital
Hi Nital,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the modernization work moves forward, feel free to reach out.
Proof: Leading insurers like Guardian and Allstate have streamlined document operations to eliminate legacy technical debt. · Asset: ULTIMA1.PDF
Nital, good to be connected.
Sent you a few emails recently about the developer dependency piece on Documaker and how that compounds when brand and system changes are happening at the same time. Didn't want to just leave it in the inbox.
At MHC we help insurers move template ownership off the developer queue to the business side. Guardian and Allstate have both used that approach to clear out legacy technical debt on the document layer.
Happy to reconnect here if the timing ever works.
Chris
Narsimulu Potpally
Vice President, Data Platform Engineering
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Angle: AIG Next modernization and Documaker technical debt
Hooks: Current role as VP of Data Platform Engineering at AIG since April 2024, Leadership in the AIG Next initiative to create a leaner, unified company through modernization, Extensive technical background with Oracle and large-scale data engineering projects
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document layer
Hi Narsimulu,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Data Platform Engineering at AIG, I wanted to ask about something we see come up a lot at global insurers your size. Is the document layer still a place where every template change has to go through a developer who knows the system?<br><br>With millions of policyholders across property-casualty, life, and retirement lines, that kind of bottleneck adds up fast. Policyholder notices, policy documents, claims correspondence, each one tied to a platform where the change cycle depends on developer availability.<br><br>I also noticed AIG Next is focused on operational efficiency and expense ratio reduction. In our experience, document infrastructure is one of the last places that modernization work actually reaches, even when everything else has moved forward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering overhead sitting inside your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity
Hi Narsimulu,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their team moved template ownership to the business side, and the engineering queue for document changes essentially stopped growing.<br><br>Separately, Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. At that volume, having developers in the change path was unsustainable.<br><br>The pattern we see at large financial institutions is similar to what I'd expect at AIG. Policyholder data across multiple systems, policy admin, claims, rating, each document type pulling from a different source. When something needs to change, it lands on a developer who also has ten other priorities.<br><br>That's what MHC NorthStar CCM does differently: the compliance or operations team makes the change directly, with approval workflows built in, without the engineering ticket ever getting written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT architecture lock-in and high TCO of legacy developer pools
Subject: one last thing, Narsimulu
Hi Narsimulu,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction inside AIG Next, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and Praemium (3M+ reports) modernization · Asset: CSFIN1.PDF
Narsimulu, good to have you in the network.
I sent a few emails about the IT ticket wait on Documaker changes and the developer scarcity piece that tends to sit behind it. At MHC we help insurers move template ownership to the business side so those queues stop being a bottleneck. HSBC moved 100-200 SWIFT templates through that model, and Praemium is now generating over 3 million reports on the same platform.
Not sure how live that conversation is at AIG right now, but if any of this lands, feel free to reach out whenever.
Chris
Melissa Twiningdavis
Chief Administrative and Global Business Operations Officer
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Angle: strategic operational efficiency through AI-centric transition and document production leadership
Hooks: AIG Investor Day 2025 focus on AI-centric operations, Active hiring for Print Production Manager roles under her oversight, Strategic oversight of Global Business Operations and administrative efficiency
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks and AIG Next
Hi Melissa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading global business operations at AIG, I wanted to ask about something that comes up a lot when insurers are deep into a modernization push like AIG Next. When your teams need to update policyholder documents, claims correspondence, or regulatory notices, does that still run through a developer queue before anything changes?<br><br>At your volume, that bottleneck shows up in a specific way. The AI and automation investments start delivering in underwriting and claims, but the document layer stays frozen because template changes require specialized technical resources. The output your policyholders and claimants actually see ends up lagging everything else.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move document changes at the pace the rest of AIG Next demands. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker maintenance hindering the AI-centric roadmap
Hi Melissa,<br><br>Following up on what I sent about the document layer slowing down modernization efforts.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurers. The pattern is consistent. The insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every claims letter, renewal notice, or regulatory disclosure that needs to go out.<br><br>That matters especially when a regulatory change hits and millions of policyholders need accurate, compliant correspondence fast. On most legacy document platforms, that's a developer project. With MHC NorthStar CCM, the business side handles it with approval workflows built in.<br><br>AIG Next is moving fast on the AI and efficiency side. It would be a shame if declarations pages, endorsements, and claims correspondence were still stuck waiting on a ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transforming document production from a print-heavy legacy cost center to a compliant, self-service digital asset
Subject: One last thing on doc infrastructure
Hi Melissa,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as AIG Next moves forward, feel free to reach out.
Proof: Trusted by 25+ major insurers including Allstate and Guardian to eliminate IT bottlenecks in claims and policy comms · Asset: ULTIMA1.PDF
Melissa, appreciated the connection.
I sent a few emails recently about the Documaker maintenance load and what it costs when developer time is the bottleneck between a policy comms change and production. Didn't want to just let that sit unanswered.
At MHC we help insurers move template ownership to the business side so IT capacity goes back to higher-priority work. Allstate and Guardian are both in that camp now, with cleaner handoffs across claims and policy comms.
Given what you're building toward at AIG, worth a quick conversation to see if any of this is relevant?
Chris
Raghavendra Kona
Vice President, Principal Solutions Architect - GenAI
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Angle: Alignment with AIG’s GenAI architecture strategy and your background in complex legacy migrations.
Hooks: Mention your transition from Technical Project Manager to Principal Architect for GenAI at AIG., Reference your experience migrating 30+ applications from legacy states to modern cloud architectures., Note your recent AI and ML certification from UT Austin as it relates to AI-driven operational redesign signals at AIG.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your GenAI roadmap
Hi Raghavendra,<br><br>Chris here from MHC Automation.<br><br>Given your role as a GenAI Solutions Architect at AIG, I wanted to ask about something that comes up a lot in modernization programs like AIG Next. When AI starts touching underwriting and claims workflows, the document production layer often becomes the unexpected bottleneck. Is that something your team has run into yet?<br><br>At AIG's volume, that friction shows up fast. Policy documents, endorsements, claims correspondence, renewal notices pulling from multiple systems. Every template change still goes through a developer who knows the legacy platform. The business side needs to move faster than that queue allows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting what's already running. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Raghavendra,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Complex multi-system outputs, strict compliance requirements. They moved template ownership to the business side and took developers out of the day-to-day change path entirely.<br><br>For a program like AIG Next, that matters. When a regulatory change hits across multiple lines of business, with millions of policyholders in scope, waiting on a developer to update the right template in a legacy system isn't an option. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT architecture lock-in risk due to vendor-pushed cloud upgrades or legacy technical debt.
Subject: One last thing, Raghavendra
Hi Raghavendra,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the AIG Next rollout, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT reporting with NorthStar to eliminate developer bottlenecks. · Asset: CUSTOM1.PDF
Raghavendra, appreciate you connecting. Sent you a few emails recently about the IT dependency piece I mentioned, getting document changes off the developer queue. Figured LinkedIn might be a better place to pick that up.
At MHC we help insurers move template ownership to the business side, away from developer queues. HSBC used MHC to manage over 100 complex templates and eliminate exactly that bottleneck, which given your architecture scope at AIG seemed worth putting on your radar.
Worth a quick conversation to see if any of this is relevant?
Chris
Rexy Joseph
Head of Digital Automation and Business Process Solutions
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Angle: Legacy Modernization Leadership
Hooks: Your leadership in transforming the Life claims department by replacing multiple legacy platforms with an end-to-end modernization strategy., Streamlining Corebridge's Print operations and Document Capture to drive operational efficiency., Current focus on digital automation and business process modernization following the transition from AIG to Corebridge.
posture: peer CTA: soft type: problem_first
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Subject: AIG doc automation question
Hi Rexy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital automation and business process solutions at AIG, I wanted to ask about something that comes up a lot at global insurers running large-scale modernization programs. Does managing document template changes still require going through developers with specialized platform knowledge, or has AIG Next started to address that layer?<br><br>At your volume, that dependency adds up fast. A regulatory change, a new endorsement, a policy form update across multiple lines of business, and suddenly the queue is backed up waiting on a small pool of people who know the system well enough to touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that technical dependency as you modernize. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Developer scarcity and the shrinking pool of experts required to maintain Oracle Documaker templates, which creates a significant bottleneck for modernization roadmaps.
Hi Rexy,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One example worth sharing: ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. Their compliance and operations teams handle template changes directly, without routing everything back through developers.<br><br>For a global carrier like AIG, that matters. When a regulatory requirement changes across multiple jurisdictions, or a new endorsement has to go out across millions of policyholders, the change needs to happen fast. On most legacy platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting for IT tickets or high-cost developers to modify policy contracts, move to a business-user self-service model that eliminates technical debt.
Subject: One last thing, Rexy
Hi Rexy,<br><br>Sent you a couple of notes about document template management at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: MHC helped ING Poland manage roughly 600 complex document templates, similar to the scale of your current transformation office's scope. · Asset: CSFIN1.PDF
Hey Rexy, glad we're connected here.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the Documaker expertise piece and what that does to a transformation roadmap when that pool of developers keeps shrinking.
At MHC we help insurers move template ownership off IT queues to the business side. ING Poland used that to manage around 600 complex document templates without leaning on a specialist developer layer.
Given what's on AIG's plate right now, worth a quick conversation to see if any of this is relevant?
Chris
Rachel Jaeggi
Vice President - Head of Life New Business Administration
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Angle: vendor_oversight_and_transformation
Hooks: managed third-party print/mail vendors across Houston and Cleveland with $6M annual spend, oversaw Life New Business operations with 234K submitted applications, led Licensing, Contracting, and Commissions for 335K active agents
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AIG scale
Hi Rachel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Life New Business Administration at AIG, I wanted to ask something that comes up a lot at carriers your size. When a form or disclosure needs updating, does that still require going through a developer to get it done, or has your team found a way to own those changes directly?<br><br>At the volume AIG runs, even a short queue adds up fast. A compliance update or new business form change that should take a day ends up taking weeks because the change has to go through someone who knows the composition system. That delay touches every new business application that goes out the door.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rachel,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They were paying $4 per document in vendor fees before moving to MHC. That number disappears when your operations team can manage templates directly instead of routing every change through a specialist.<br><br>At AIG's scale, with millions of policyholders across life and new business, that kind of overhead adds up in ways that are hard to see until you start tracking it. When a disclosure requirement changes, or a new product line needs its own forms, your team shouldn't be waiting on a developer to make it happen.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: documaker_legacy_risk
Subject: One last thing, Rachel
Hi Rachel,<br><br>Sent you a couple of notes about document template changes at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: Optum (200+ templates) and Allied Benefits ($4/doc eliminated) · Asset: GUC3E41.PDF
Hey Rachel, appreciated you connecting.
I sent a few emails over the past couple of weeks about the IT dependency piece, so I won't retread that. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. A couple of recent ones, Optum moved 200+ templates to business ownership and Allied Benefits eliminated $4-per-document processing costs.
Given you're running life new business admin at AIG, seemed worth a mention.
Worth a quick conversation to see if any of this is relevant?
Chris
Richard Shannon
Global Chief Technology Officer
engineering · c_level
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Angle: AIG cloud-based operating model shift and Documaker legacy
Hooks: Your stated focus on driving AIG's modernization of Infrastructure Services and shifting to a cloud-based operating model, The intersection of AIG's GenAI embedding for productivity with the manual bottlenecks in legacy Documaker workflows, Recent leadership transition with Peter Zaffino stepping down and Eric Andersen succeeding him in 2026
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Richard,<br><br>Chris here from MHC Automation.<br><br>Given your role as Global CTO at AIG, I wanted to ask about something that comes up a lot as insurers move toward cloud-based operating models. As AIG Next pushes for operational efficiency, is the document production layer keeping up with the rest of the modernization effort, or is it still dependent on developer cycles to make template changes?<br><br>At AIG's scale, that dependency compounds fast. Policy documents, endorsements, claims correspondence, renewal notices across global lines of business, any regulatory or brand change that touches those templates has to go through a system that was built when print composition was the priority. That's a lot of developer time for work that shouldn't require a developer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as AIG's cloud architecture matures. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT bottleneck and developer scarcity in cloud-modernization roadmap
Hi Richard,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages at roughly 3 million reports a year. The reason that project moved was straightforward: their compliance and operations teams needed to update templates without routing every change through a developer who knew the legacy system.<br><br>That same pattern shows up at every large insurer we work with. With millions of policyholders across global property-casualty and life lines, a single regulatory update can mean dozens of template variants across jurisdictions. On a legacy composition platform, that's a developer project. When the business side can make the change directly, with controls in place, it happens the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern CCM alternatives like MHC vs. defaulting to legacy cloud upgrades
Subject: One last thing, Richard
Hi Richard,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the AIG Next roadmap, feel free to reach out.
Proof: HSBC modernized 100-200 complex templates and SWIFT reporting with 3M reports scale · Asset: CSFIN1.PDF
Hey Richard, glad to have you in the network.
Sent you a few emails about the IT bottleneck piece in AIG's cloud modernization work, so you probably have some context already. At MHC we help insurers shift template ownership off the developer queue and to the business side. HSBC moved through 100 to 200 complex templates and SWIFT reporting at 3M reports scale doing exactly that, which gives a sense of what's possible when the document layer stops being a blocker.
If any of this lands, feel free to reach out whenever.
Chris
Robert Counts
Assistant Vice President II, Application Management Services
engineering · vp
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Angle: enterprise-scale Application Development leadership within the AIG/Corebridge transition
Hooks: Leadership tenure of 20+ years across AIG and Corebridge Financial, Direct oversight of application management services during the Corebridge brand transition and headquarters move, Experience managing complex policy contract and notice delivery (Documaker) at mega-scale
posture: peer CTA: soft type: problem_first
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Subject: Document templates + AIG Next
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role managing application services at AIG, I wanted to ask about something we see come up a lot at carriers your size. With the AIG Next modernization underway, is document template maintenance one of those things still sitting in the IT queue, where every change to a policy form or endorsement requires a developer to touch it?<br><br>At mega-carrier scale, that adds up fast. Millions of policyholder communications, dozens of template variants, and a shrinking pool of developers who actually know how to work inside enterprise document systems. When the business side needs to move, IT becomes the bottleneck by default.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes as AIG Next progresses. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Robert,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>We recently helped Natera cut their document cycle time from 2.5 weeks to 2 days. That came down to one thing: the compliance and ops teams stopped waiting on developers to make template changes and started handling updates directly, with controls in place.<br><br>At AIG's volume, with policyholder data spread across policy admin, claims, and rating systems, that kind of wait multiplies fast. A regulatory change hits, and someone has to track down the right template in a system only a developer can touch. Meanwhile the ticket queue grows.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to legacy vendor lock-in during the Corebridge modernization; evaluate self-service alternatives for business users to offload IT.
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the AIG Next build-out, feel free to reach out.
Proof: Optum managed 200+ complex templates (BCBS/Humana) and Natera slashed cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Robert, appreciate you connecting.
Sent you a few emails about the developer scarcity piece, specifically the cost and capacity squeeze that comes with routing template changes through scarce $150K+ engineering talent. At MHC we help insurers move that ownership to the business side so IT teams aren't the bottleneck on document changes. Optum runs 200+ complex templates across BCBS and Humana accounts through the platform, and Natera cut cycle times from two and a half weeks to two days.
Happy to reconnect here if the timing ever works.
Chris
Samuel Reeves-Anderson
Director of Customer Service / Global Complaints Management
operations · director
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Angle: AIG Q4 earnings and complaint automation focus
Hooks: AIG's Q4 2025 EPS performance beating expectations, your success in automating GCMS complaint management workflows to drive 40% efficiency, managing 98% system uptime for global service operations at AIG
posture: peer CTA: soft type: problem_first
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Subject: AIG complaint correspondence
Hi Samuel,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing global complaints management at AIG, I wanted to ask about something that comes up a lot at insurers your size. When a complaint response template needs to change, does that still require an IT ticket and a developer to make it happen?<br><br>At AIG's volume, that dependency can create real problems. Regulatory timelines for complaint responses don't wait for a sprint cycle. If the people who know what the letter needs to say can't update it themselves, every change becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is managing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity for complaints-based document changes
Hi Samuel,<br><br>One more thought on the complaint correspondence piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. Their ops team eliminated $4 per document in vendor fees by getting business users into the change workflow directly.<br><br>The part that tends to resonate with complaint ops leaders: when a regulatory requirement shifts, your compliance team can update the response template the same day. IT stops being the bottleneck. At AIG's scale, that matters especially when a state regulator puts a clock on complaint acknowledgment language or a new disclosure has to hit millions of policyholders fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for high-compliance claims and complaint correspondence
Subject: One last thing, Samuel
Hi Samuel,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the complaints side, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate; recognized as #1 in mid-market by Aspire · Asset: ULTIMA1.PDF
Samuel, saw you connected and figured I'd say hello here since the emails didn't spark anything.
At MHC we help insurers move template ownership off IT queues so the business side can make document changes directly. Given complaints management lives on tight turnaround times, that IT dependency piece I mentioned tends to hit hardest there. Guardian and Allstate are both running on MHC now, which is part of why Aspire ranked us number one in mid-market CCM.
Happy to reconnect here if the timing ever works.
Chris
Steve Weprin
Director Marketing Communication - Print and Digital Services
operations · director
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Angle: Corebridge/AIG transition and ADA/Section 508 focus
Hooks: Expertise in ADA/Section 508 compliance requirements for policy documents, Transition from AIG to Corebridge Financial branding, Oversight of supply chain processes for high-volume print and digital assets
posture: peer CTA: soft type: problem_first
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Subject: Document changes during AIG Next
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role running print and digital services at AIG, I wanted to ask about something that comes up a lot at global carriers going through the kind of consolidation AIG is in the middle of right now. When a brand change or regulatory update hits, does getting that reflected in policyholder documents still require a developer and a ticket queue?<br><br>At your volume, that wait compounds fast. Declarations pages, endorsements, policy notices, renewal correspondence across multiple lines and markets. If the template layer sits inside a system only IT can touch, every change becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the turnaround on document changes during AIG Next. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes
Hi Steve,<br><br>One more thought on the document change cycle piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we saw at both: the compliance and communications teams were waiting on developers for every template update, endorsement change, or regulatory notice. Once they moved to MHC NorthStar CCM, the business side handled those changes directly, with approval workflows built in. IT stopped being the bottleneck.<br><br>That matters especially during something like the Corebridge separation and AIG Next, where brand, compliance, and operational requirements are all shifting at the same time. Declarations pages, renewal notices, cancellation letters, all of that needs to reflect the right entity, the right language, the right format. At your scale, a slow template change cycle is a real operational risk.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational bottleneck from legacy systems during brand consolidation
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document operations at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction during the AIG Next rollout, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications · Asset: UNLOCK1.PDF
Hey Steve, appreciated the connection.
Sent you a few emails about the IT ticket wait times on Documaker template changes and figured LinkedIn might be a better place to pick this up. At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Guardian and Allstate have both gone that route for high-volume communications work, which is roughly the same territory you're covering at AIG.
Happy to reconnect here if the timing ever works.
Chris
Soloman Lam
Vice President, Head of Financial Lines Claims
operations · vp
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Angle: AIG's AI-driven workflow rethinking and AODA compliance mandate.
Hooks: Direct reference to AIG's Palantir-led AI workflow rethinking., Focus on the AODA accessibility mandate for claims correspondence., Mention of AIG's current use of Oracle Documaker for Financial Lines.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + AI workflows, AIG
Hi Soloman,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Financial Lines Claims at AIG, I wanted to ask about something that comes up a lot at global insurers running large claims operations. When a regulatory change hits or a disclosure needs updating, does that still require going through IT and waiting on a developer to touch the template?<br><br>At AIG's scale, that wait affects a lot of outbound correspondence fast. Claims letters, coverage determinations, denial notices going out to millions of policyholders. If the team managing those documents can't make changes directly, the backlog builds up quickly and compliance timelines get tight.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for day-to-day claims correspondence changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Soloman,<br><br>Following up on what I sent about the claims document change process.<br><br>One thing I should have included: we work with Intact Financial and Acuity on their policyholder communications. The pattern we see consistently is that once business users can manage templates directly, the wait on IT for document changes disappears. Changes happen the same day instead of sitting in a queue.<br><br>That matters especially at AIG's volume. With millions of policyholders across Financial Lines, a single disclosure update touches a lot of outbound correspondence at once. When your claims and compliance teams can make that change without opening a ticket, the turnaround is completely different.<br><br>AIG's accessibility mandate adds another layer. Claims correspondence has to meet AODA and 508 requirements. On MHC NorthStar CCM, your compliance team handles those updates directly, with approval workflows built in, so IT isn't the bottleneck every time a format or language requirement changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: AIG Accessibility Mandate: CCM compliance/508 for claims correspondence.
Subject: One last thing, AIG claims docs
Hi Soloman,<br><br>Sent you a couple of notes about claims document workflows at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Soloman, good to have you in my network.
Sent you a few emails about the Documaker piece, specifically getting template changes off the IT queue so claims teams aren't waiting on developer tickets for every document update. At MHC we help insurers move that ownership to the business side. It's something we've done with Guardian, Allstate, and Intact, among others.
Given your remit across financial lines claims, I figured there was at least a chance some of that resonated, even if the timing wasn't right.
Happy to reconnect here if the timing ever works.
Chris
Shaun Dillon
Implementation Manager, AIG Retirement Services
operations · manager
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Angle: 7-year tenure at AIG Retirement Services and deep operations background.
Hooks: Your 7-year tenure leading institutional implementation projects at AIG Retirement Services., Extensive background in managing complex operations for life and health insurance business at ManhattanLife., Leadership of teams consisting of Project Consultants and Business Analysts to drive plan sponsor administration.
posture: peer CTA: soft type: problem_first
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Subject: AIG Retirement + document ops
Hi Shaun,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG Retirement Services, I wanted to ask about something we see come up a lot at carriers your size. Does updating customer-facing documents still require going through IT and waiting on a developer to touch the underlying system?<br><br>At organizations running older document platforms, that wait is usually measured in weeks, not days. A compliance change, a product update, a new disclosure requirement, and suddenly it's a ticket in someone's backlog. With AIG Next pushing hard on operational efficiency, I'd imagine that kind of friction stands out.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that implementation lag on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker legacy tech is a bottleneck for implementation timelines, especially with the developer scarcity making every template change a long-lead IT ticket.
Hi Shaun,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped HSBC modernize a complex document environment, migrating over 100 templates and automating SWIFT-integrated communications for millions of reports. The project that used to require developer involvement at every step became something their business team could manage directly.<br><br>The pattern we see at carriers your scale is pretty consistent. A regulatory change hits, or a product line gets updated, and the compliance or ops team knows exactly what needs to change. But the update still has to go through someone who knows the legacy system. The ticket gets written, it joins the queue, and the change happens weeks later.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT resources to clear the Documaker backlog, business users can handle template changes and logic updates themselves, freeing developers for higher-value projects.
Subject: One last thing, Shaun
Hi Shaun,<br><br>Sent you a couple of notes about document operations at AIG Retirement Services. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction against the AIG Next timeline, feel free to reach out.
Proof: MHC helped HSBC modernize their complex reporting by migrating over 100 templates and automating SWIFT-integrated comms for millions of reports. · Asset: CSFIN1.PDF
Shaun, saw you connected and figured LinkedIn was worth a shot since the emails didn't land.
At MHC we help insurers get template changes off the developer queue and into business-user hands. The Documaker bottleneck piece I mentioned ties directly into that, especially when every implementation timeline has a ticket dependency sitting in front of it. HSBC moved over 100 templates across to MHC and automated their SWIFT-integrated reporting for millions of documents, which gives you a sense of the scope we're used to.
If any of this lands, feel free to reach out whenever.
Chris
Seth Hedlund
CIO of Finance Technology & IT SVP
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Angle: Corebridge transition and AIG 200 technology delivery focus
Hooks: Leadership in finance technology during the transition of AIG Life & Retirement to Corebridge Financial, Extensive background in SAP and enterprise application leadership for insurance core systems, Connection to the AIG 200 initiative focused on streamlining technology delivery and modernization
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AIG scale
Hi Seth,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Finance Technology at AIG, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across property-casualty, life, and retirement lines, does updating customer-facing documents still require going through a developer every time a change needs to happen?<br><br>At AIG's volume, that bottleneck adds up fast. A regulatory change hits, a compliance team flags a required update, and the work sits in an IT queue while the people who actually know what the document should say wait on the sideline. With the AIG 200 delivery focus and the Corebridge transition both pulling on your technology organization, that kind of friction is hard to absorb.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change workflow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Seth,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently is that once the insurer moves to MHC NorthStar CCM, the compliance team starts managing templates directly. The ticket never gets written. IT stops being the bottleneck on document changes.<br><br>At AIG's scale, that matters especially when a regulatory change has to propagate across declarations pages, endorsements, renewal notices, and claims correspondence simultaneously. Across millions of policyholders, a two-week template change cycle is a liability. Your policyholder data pulls from multiple policy administration, claims, and rating systems. When a change hits, it has to move fast across all of them.<br><br>That's what MHC does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_architecture_lock_in
Subject: One last thing, Seth
Hi Seth,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition layer ever becomes too much of a friction point against the AIG 200 goals, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: MHC helps T1 insurers like Optum and Natera reduce template turnaround times from weeks to days, eliminating the developer bottleneck for document changes. · Asset: CUSTOM1.PDF
Hey Seth, glad to be connected.
I sent a few emails about the IT dependency piece I mentioned, specifically around getting document changes off the developer queue. Didn't want that to just disappear into the inbox.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Optum got template turnaround from weeks to days doing exactly that.
Given your seat at AIG, that dynamic probably looks familiar from a few directions. Happy to reconnect here if the timing ever works.
Chris
Srivatssan Srinivasan
Director Gen AI Technical Architecture
engineering · director
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Angle: strategic technical debt and gen ai integration
Hooks: your experience architecting self-service tools with Drupal and handling 9000 TPS at scale, active work embedding Gen AI across AIG's underwriting and claims to drive productivity, managing architecture for over 300 applications including critical financial domain modeling
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Srivatssan,<br><br>Chris here from MHC Automation.<br><br>Given your role in Gen AI technical architecture at AIG, I wanted to ask about something that comes up a lot with modernization programs like AIG Next. When teams are pushing hard on AI for underwriting and claims, does the document production layer end up being the thing that slows everything down?<br><br>What I usually hear is that the model side moves fast, but the output side is still sitting on a legacy composition platform that needs a developer every time something changes. Policies, claims correspondence, endorsements, all of it locked behind an IT ticket queue. That friction doesn't go away just because the intelligence layer got smarter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat about how other insurers at your scale have handled this. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Srivatssan,<br><br>Following up on what I sent about the document layer piece.<br><br>At Guardian Life, Allstate, and 25+ other carriers, the pattern we see is consistent: the insurer modernizes the intelligence layer, then hits a wall when the document output side still requires a developer to touch a template. Declarations pages, endorsements, claims correspondence, renewal notices. All of it locked.<br><br>With carriers at AIG's scale, that means millions of policyholder documents dependent on a system only a few people know how to change. When a regulatory update hits or a product changes, that's a developer project, not an ops project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One resource before I move on
Hi Srivatssan,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document layer becomes a friction point on the AI roadmap, feel free to reach out.
Proof: AIG's focus on Gen AI and architecture modernization aligns with our work at Guardian and Allstate, where we've helped 25+ insurers eliminate legacy liabilities. · Asset: ULTIMA1.PDF
Srivatssan, appreciate you connecting.
Sent you a few notes recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your architecture team isn't the bottleneck on every document update. At MHC we help insurers move that ownership to the business side.
We've done this work with Guardian and Allstate, and across 25+ carriers looking to clear legacy liabilities before they complicate the modernisation roadmap.
Happy to reconnect here if the timing ever works.
Chris
Srini Varadarajan
Director of Software Engineering, AI Strategy & GenAI Transformation
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Angle: AI-driven modernization and developer scarcity in legacy Documaker environments.
Hooks: Current leadership of AI Strategy & GenAI Transformation at AIG, Background as a Sr Technical Program Manager at Amazon leading proactive experiences, AIG's active hiring for Data Architects and Digital Experience leaders
posture: peer CTA: soft type: problem_first
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Subject: AIG + document templates
Hi Srini,<br><br>Chris here from MHC Automation.<br><br>Given your role in AI strategy and GenAI transformation at AIG, I wanted to ask about something that comes up a lot with engineering teams at insurers your size. When your modernization roadmap hits the document layer, does it slow down because template changes still require developers with specialized knowledge of the underlying composition platform?<br><br>At AIG's scale, that bottleneck can be significant. Millions of policyholder communications, declarations pages, endorsements, renewal notices, claims correspondence. When a regulatory change or a new product launch requires template updates, that work tends to sit in a queue waiting on the one or two people who know the system well enough to touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering bandwidth for the AI work that actually moves the needle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity makes template changes a bottleneck for GenAI-driven digital transformation roadmaps.
Hi Srini,<br><br>Following up on what I sent about the document template bottleneck.<br><br>We recently helped HSBC manage 100 to 200 complex templates, including trade finance documents and SWIFT messages, without routing every change through a developer. The team that needed the changes started making them directly, with controls in place. That shift matters at scale.<br><br>For a global insurer running AIG's volume, the same principle applies to policyholder communications. Declarations pages, endorsements, claims correspondence, renewal notices. When a regulatory requirement changes in a specific state or market, that update should take hours, not a sprint cycle. On MHC NorthStar CCM, your compliance and ops teams handle those changes without writing a ticket.<br><br>That's especially relevant if your AI strategy roadmap depends on developer capacity. Every sprint your engineering team spends maintaining document templates is a sprint they're not spending on the GenAI work you're actually trying to move forward.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service in CCM as a prerequisite for 'software-defined development' rather than maintaining specialized Documaker talent pools.
Subject: One last thing, Srini
Hi Srini,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction for your modernization roadmap, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting with MHC, eliminating the IT dependency bottleneck. · Asset: CSFIN1.PDF
Srini, appreciate the connection.
Sent you a few notes about the document infrastructure gap in the modernisation work, specifically around Oracle Documaker and what that developer dependency does to teams trying to move fast on GenAI initiatives.
At MHC we help insurers shift template ownership off IT queues so the business side can move independently. HSBC ran 100-200 complex templates and SWIFT reporting through MHC and cut out that bottleneck entirely.
Given what you're building at AIG, figured it was worth a different channel.
Worth a quick conversation to see if any of this is relevant?
Chris
Vishal Ganjoo
SVP, CIO Global Technology Delivery
engineering · vp
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Angle: commercial digital delivery & recent CEO transition
Hooks: Experience leading global technology delivery for AIG commercial insurance., Recent focus on digital transformation and scalable solutions in insurance/financial services., Likely managing the IT ticket backlog for template changes in Documaker while AIG navigates a broader leadership transition.
posture: peer CTA: soft type: problem_first
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Subject: AIG doc templates + AIG Next
Hi Vishal,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing global technology delivery at AIG, I wanted to ask about something that comes up a lot at carriers your size. With the AIG Next initiative pushing hard on operational efficiency, is the document template layer keeping pace, or is it still a bottleneck that requires developer time for every change?<br><br>At mega-carrier scale, that friction adds up fast. Policy documents, endorsements, compliance notices across global lines of business, and every update sitting in a developer queue rather than being handled by the people who actually know what the document needs to say. That gets expensive when you're trying to move faster.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker's developer scarcity making IT the bottleneck for every policy document or endorsement change.
Hi Vishal,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle changes directly now. The wait disappears.<br><br>For a carrier running global property-casualty, life, and retirement lines, that matters. Endorsements, policy declarations, and regulatory notices across dozens of jurisdictions each require template variants, and when a regulatory change hits, someone has to track down the right template in a system only a developer can touch. At your volume, that's not a small problem.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern DocOps to offload template management from high-cost developers to business users before technical debt stalls the DT roadmap.
Subject: One last thing, Vishal
Hi Vishal,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next roadmap, feel free to reach out.
Proof: Optum managed 200+ templates and Allied Benefits eliminated $4/document in manual costs. · Asset: GUC3E41.PDF
Vishal, good to have you in the network.
Sent you a few emails recently about the developer scarcity piece on the Documaker side, where every policy document or endorsement change routes back through IT. At MHC we help insurers move that template ownership to the business, off the developer queue entirely. Optum got there managing 200+ templates that way, and Allied Benefits pulled $4 per document out of their manual processing costs doing the same.
Happy to reconnect here if the timing ever works.
Chris
Thomas Harris
Senior Transformation Leader
operations · vp
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Angle: strategic operational complexity
Hooks: Your leadership on 'AIG Next' and the Corebridge spinoff highlights a major focus on removing structural complexity., Expertise in mitigating 'stranded costs' during high-stakes divestitures like Validus Re., Current focus on supporting the CEO's office with large-scale restructuring and operational transformation.
posture: peer CTA: soft type: problem_first
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Subject: AIG document templates + AIG Next
Hi Thomas,<br><br>Chris here from MHC Automation.<br><br>Given your role in transformation at AIG, I wanted to ask about something that comes up a lot with large insurers running modernization programs. When your teams are pushing operational changes through AIG Next, does the document layer end up being the thing that slows everything down because every template update still requires a developer to touch it?<br><br>At AIG's scale, that friction adds up fast. Policy documents, correspondence, claims notices, all of it living in systems where a business-side change becomes an IT project. Your transformation roadmap moves faster than your document infrastructure can keep up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency on developers for document changes as you push through the next phase of AIG Next. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Thomas,<br><br>Following up on what I sent about the document layer piece.<br><br>We've worked with Guardian Life, Allstate, and Acuity on this exact problem. The pattern is consistent: the insurer is mid-transformation, the document platform becomes the bottleneck, and IT ends up as the gatekeeper for changes that compliance or ops should be able to handle directly.<br><br>At one insurer we work with, the compliance team went from waiting weeks for template changes to making those changes the same day. Declarations, endorsements, renewal notices, the full set. No ticket written, no developer involved.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>For AIG, with millions of policyholders across property-casualty, life, and retirement lines, that kind of speed matters especially when a regulatory change has to propagate across your full correspondence set fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Thomas
Hi Thomas,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next rollout, feel free to reach out.
Proof: AIG's scale matches our work with Guardian and Allstate, where we've automated 25+ insurers' complex declarations and correspondence. · Asset: ULTIMA1.PDF
Hey Thomas, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece on document changes, so I won't rehash all that here. At MHC we help insurers get template ownership off the developer queue and onto the business side.
Given AIG's scale, it's similar territory to what we did with Guardian and Allstate, where we've worked through complex declarations and correspondence automation across 25-plus carriers.
If any of this lands, feel free to reach out whenever.
Chris
Thomas Vargo
Head of Claims Operations - North America
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Angle: Multi-line claims leadership at AIG and legacy pilot background.
Hooks: Transition from AXA XL to leading AIG North America Claims Operations in May 2025., Background as a commercial airline pilot and Captain, bringing precision to high-severity claims environments., Overseeing FNOL processing and system support to drive operational efficiency across all business lines.
posture: peer CTA: soft type: problem_first
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Subject: AIG claims docs + IT backlog
Hi Thomas,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims operations for North America at AIG, I wanted to ask about something we see come up constantly at carriers your size. When a claims document needs to change, whether that's a notice, a correspondence template, or a coverage summary, does your team have to route that through IT and wait on a developer to make it happen?<br><br>At carriers running older document platforms, that wait can stretch days or weeks. With AIG's scale, you're pushing those documents to millions of policyholders. A slow change cycle at that volume isn't just an inconvenience, it's an operational risk, especially when a regulatory deadline or a claims volume spike doesn't wait for a ticket queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your claims ops team and the documents they need to get out the door. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Thomas,<br><br>Following up on what I sent about the document change cycle in claims.<br><br>We recently helped Acuity, alongside 25+ other insurers, move off legacy document platforms and give their business teams direct control over template changes. No IT ticket. No developer dependency. The claims and compliance teams make the update, it goes through approval, and it's out.<br><br>For a carrier at AIG's scale, that matters a lot when a regulatory notice or claims correspondence has to reach millions of policyholders fast. The people who understand what the document needs to say are the ones making the change, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk; evaluate automated alternatives to alleviate developer scarcity.
Subject: One last thing, Thomas
Hi Thomas,<br><br>Sent you a couple of notes about document operations in claims at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: Acuity and 25+ insurers transitioned to MHC to unlock mid-market agility and eliminate manual claim document friction. · Asset: ULTIMA1.PDF
Hey Thomas, appreciate you connecting.
Sent you a few emails about the template change bottleneck on the claims document side, so you have some context already. At MHC we help insurers move that work off the IT queue so operations teams can make changes directly. Acuity and 25 or so other carriers made that shift specifically to get claim document friction out of the process without waiting on a developer.
Given AIG's scale, not sure how much of that maps to what you're managing, but happy to reconnect here if the timing ever works.
Chris
Marge Palin
Underwriting Specialist, LexPro
operations · manager
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Angle: Documaker legacy at LexPro
Hooks: your role with LexPro underwriting at Lexington Specialty, managing specialized manuscript endorsements and surplus lines filings, AIG's recent sale of Validus Re while retaining your unit
posture: peer CTA: soft type: problem_first
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Subject: Document changes at LexPro
Hi Marge,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting operations at LexPro, I wanted to ask about something that comes up constantly at large carriers. When a policy document or endorsement needs to change, does that still require an IT ticket and a wait on a developer to touch the template?<br><br>At companies with millions of policyholders, that wait adds up fast. Declarations pages, endorsements, renewal notices, certificates of insurance, any change to any of them becomes a developer project instead of a one-day fix. With AIG Next pushing hard on operational efficiency, I'd imagine that kind of friction is exactly the sort of thing under scrutiny right now.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to have a quick chat and see if there's something useful here for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Marge,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Allstate is a good example of what we see at carriers your size. When their business team needed to update policyholder communications, the change had to go through a developer queue every time. Once they moved to MHC NorthStar CCM, the compliance and ops team started making template changes directly. The IT ticket never gets written anymore.<br><br>That matters a lot when a regulatory update hits and declarations pages or endorsements need to go out accurately to millions of policyholders fast. At that volume, a two-week developer wait is a real exposure.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Marge
Hi Marge,<br><br>Sent you a couple of notes about document workflow at LexPro. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Marge, good to be connected.
Sent you a few emails about the Documaker side of things, specifically the IT ticket dependency every time a template change needs to happen. At MHC we help insurers move that ownership to the business side so doc ops teams aren't waiting on developer queues. Allstate and Intact have both made that shift, and we're working with 25+ carriers across the market.
If any of this lands, feel free to reach out whenever.
Chris
Garth Thomas
Senior Transformation Leader
operations · director
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Angle: M&A transition and legacy disentanglement
Hooks: your recent work leading the $3.3B sale of Validus Re to RenaissanceRe, operational separation projects for the Corebridge Financial IPO carve-out, experience with technology disentanglement and vendor contract migrations
posture: peer CTA: soft type: problem_first
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Subject: AIG document ops during AIG Next
Hi Garth,<br><br>Chris here from MHC Automation.<br><br>Given your role in transformation at AIG, I wanted to ask about something we see come up a lot during large-scale modernization programs. When your team is working through entity separations or integrating acquired business units, does updating policy documents and endorsements still require going through a developer to get it done?<br><br>The reason I ask is that during M&A transitions and legacy disentanglement work, template changes tend to become a real bottleneck. Regulatory filings, endorsements, surplus lines documents, they all need to move fast. But if those changes are locked behind a system that requires specialized developer access, the business side ends up waiting on IT while the transformation timeline keeps moving.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency during the AIG Next transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's dependency on scarce developer resources often creates a 'bottleneck' during complex entity separations or M&A integrations, where manuscript endorsements or surplus lines filings require rapid template updates.
Hi Garth,<br><br>Following up on what I sent about the document bottleneck piece during transformation work.<br><br>We helped Guardian Life and Allstate modernize their document operations specifically around reducing IT dependency for high-volume insurance communications. The pattern we see at both is consistent: once business users can manage template changes directly, the IT ticket queue for document updates stops being a constraint on the broader program.<br><br>That matters a lot during something like AIG Next, where you're disentangling legacy infrastructure across multiple business units at the same time. Endorsements, regulatory filings, surplus lines documents, those all need to move on the business team's timeline, not a developer's sprint schedule. With millions of policyholder communications in play, even a short delay in template updates has downstream impact.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to maintain.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to another high-code migration, consider a self-service CCM architecture that allows business users at Validus Specialty to own document changes, removing IT from the critical path of regulatory filings.
Subject: One last thing, Garth
Hi Garth,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the AIG Next transition, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize legacy document operations, specifically focusing on reducing the IT burden for high-volume insurance communications. · Asset: ULTIMA1.PDF
Garth, good to be connected.
Sent you a few emails recently around the document infrastructure gap that can surface during M&A work, specifically where template changes pile up waiting on developer time. Figured LinkedIn was worth a try since the emails didn't land.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate both went that route to get high-volume communications off the developer backlog.
If any of this lands, feel free to reach out whenever.
Chris
Shilpa Puranik
Vice President, North America Claims Operations
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Angle: claims_reserves_automation
Hooks: Current focus on claims reserves and broker communications within North America Claims Operations, AIG's strategic initiative to implement GenAI for CX transformation under Peter Zaffino's leadership, Oracle Documaker's role in managing binding authority and surplus lines filings templates
posture: peer CTA: soft type: problem_first
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Subject: AIG claims doc changes
Hi Shilpa,<br><br>Chris here from MHC Automation.<br><br>Given your role running North America Claims Operations at AIG, I wanted to ask about something we see come up constantly at insurers your size. When a claims process changes or a regulatory requirement shifts, does updating the correspondence templates still require going through IT and waiting on a developer?<br><br>At mega-scale carriers, that wait can mean millions of claims letters going out on outdated language. The business side knows what the document needs to say. But if the system requires developer access to change it, the people closest to the problem are stuck waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for claims correspondence changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Shilpa,<br><br>One more thought on the claims correspondence piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC, including claims correspondence at significant scale. The pattern we see: the insurer moves over, the compliance or claims ops team starts managing templates directly, and the wait for IT to make document changes disappears.<br><br>With AIG's volume, that matters. When a state changes its required claims notice language, or when AIG Next drives a process update, your team shouldn't be writing IT tickets to get a letter updated. On MHC NorthStar CCM, the ops side makes the change directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Shilpa
Hi Shilpa,<br><br>Sent you a couple of notes about claims document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance Tier 2) achieved massive scale in claims correspondence using MHC · Asset: UNLOCK1.PDF
Shilpa, appreciate you connecting.
I sent a few emails recently about the IT dependency piece on template changes, so you may have seen those come through. At MHC we help insurers get document ownership off the developer queue and into the hands of the business team. Guardian and Allstate both moved to that model and scaled their claims correspondence significantly without adding engineering resources.
Given you're running claims ops for North America, figured LinkedIn might be a better place to pick this up.
Worth a quick conversation to see if any of this is relevant?
Chris
Caitlin McLaughlin
Executive Business Manager to the Chief Digital Officer
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Angle: strategic advisor to CDO Scott Hallworth on multi-year digital roadmaps and AI innovation
Hooks: Current role supporting Chief Digital Officer Scott Hallworth on multi-year strategic roadmaps, Experience leading AIG GenAI Innovation Strategy and digital transformation initiatives in Atlanta, Focus on driving high-impact outcomes through emerging tech like GenAI and Data initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Caitlin,<br><br>Chris here from MHC Automation.<br><br>Given your role supporting Scott Hallworth's digital roadmap at AIG, I wanted to ask about something we see come up a lot at carriers your size. When AIG Next is pushing for operational efficiency across the board, is the document production layer keeping pace, or is it still dependent on developers to make template changes?<br><br>At mega-scale insurers, that dependency tends to become visible fast. Policy documents, claims correspondence, renewal notices, endorsements -- every update still routes through a specialist queue. When the broader modernization effort is accelerating, that single bottleneck slows things down in ways that are hard to explain to leadership.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what AIG is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Caitlin,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers that size is consistent: once business users can manage templates directly, the IT ticket queue for document changes stops growing. Changes happen the same day instead of waiting on a sprint cycle.<br><br>That matters a lot when you're running millions of policyholder communications and a regulatory change or a product update has to propagate across declarations pages, endorsements, and claims correspondence at once. Right now, that's probably a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Caitlin
Hi Caitlin,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the AIG Next rollout, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) · Asset: UNLOCK1.PDF
Caitlin, saw you accepted the connection and appreciate it.
I'd sent a few notes about the IT dependency piece I mentioned, specifically getting document changes off the developer queue so the business side can move faster. At MHC we help insurers do exactly that, and it's come up in work we've done with companies like Guardian and Allstate.
Given your role sitting close to the CDO's office, some of that probably touches programs you're already tracking.
If any of this lands, feel free to reach out whenever.
Chris
Ted Devine
EVP and Chief Administrative Officer
operations · c_level
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Angle: strategic infrastructure modernization
Hooks: your lead on the AIG 200 initiative since 2019 focusing on technology delivery and user experience, expanded purview as EVP and CAO overseeing global Shared Services and Accident & Health Operations, recent focus on AIG's $22B merger with Corebridge Financial (formerly AIG Life & Retirement) and its impact on shared infrastructure
posture: peer CTA: soft type: problem_first
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Subject: AIG document infrastructure
Hi Ted,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at AIG, I wanted to ask about something that comes up a lot at insurers your size. With AIG Next focused on operational efficiency, is the document production layer keeping pace with the rest of the modernization work, or is it one of those things that keeps getting pushed down the list?<br><br>At companies running millions of policyholder communications, declarations pages, endorsements, renewal notices, claims correspondence, the document layer tends to be more fragile than it looks. A regulatory change in one state means tracking down templates that only a developer can touch. At your volume, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the operational friction around document production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap. E2=compliance/508.
Hi Ted,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly. IT stops being the bottleneck, and changes happen the same day instead of waiting on a ticket queue.<br><br>That matters at AIG's scale. When a regulatory change hits across multiple states or business lines, your team needs to update declarations pages, endorsements, and policy notices fast. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Ted
Hi Ted,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as AIG Next moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Ted, appreciate the connection.
Sent you a few emails about the IT ticket bottleneck on template changes. At MHC we help insurers move that ownership to the business side so document updates don't sit in a developer queue. ING Poland moved roughly 600 templates across without needing their dev team in the loop for every change, which is roughly the scale problem I was thinking about when I reached out to you.
Given what AIG has in motion on the document infrastructure side, it seemed worth a conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Vikram Vohra
Vice President Of Technology
operations · vp
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📋 GUC3E41.PDF
Angle: AIG Next modernization
Hooks: Leadership role in AIG Next initiative to consolidate infrastructure and target $500M in savings by 2025, Recognition with the AIG Chairman Award 2024 for excellence in digital solutions and leadership, Managing the technical debt of legacy Oracle Documaker during the AIG Next business realignment
posture: peer CTA: soft type: problem_first
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Subject: Document templates + AIG Next
Hi Vikram,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology at AIG, I wanted to ask about something that comes up a lot with teams your size. When a business requirement changes, does updating the underlying document templates still require a developer to touch them, or has AIG gotten to a place where the business side can make those changes directly?<br><br>With AIG Next pushing hard on operational efficiency, I'd imagine the document layer is somewhere on the list. At your volume, even a small delay in template changes, policy notices, endorsements, renewal correspondence, can back up fast across millions of policyholders.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Vikram,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>A good example of what this looks like in practice: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly. The wait disappears.<br><br>I know AIG is a different world than a health plan, but the underlying problem is the same. Policy documents, endorsements, and regulatory notices pull from multiple systems. When a state filing requirement changes, someone has to track down the right template in a system only a developer can touch. At the scale AIG operates, that bottleneck adds up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Vikram
Hi Vikram,<br><br>Sent you a couple of notes about document template management at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document composition side of AIG Next ever becomes a friction point, feel free to reach out.<br><br>Chris
Proof: Optum (200+ templates, BCBS/Humana) · Asset: GUC3E41.PDF
Vikram, good to be connected.
Sent you a few emails over the past few weeks about the IT dependency piece I mentioned, so you have some context already. At MHC we help insurers move template ownership off developer queues and onto the business side. Optum did this across 200+ templates, and health plans like BCBS and Humana have gone the same route.
Not sure if the timing is right on your end given the broader digital transformation work at AIG, but happy to reconnect here if the timing ever works.
Chris
Chris Delaney
CIO, Enterprise Platforms and Corporate Systems
engineering · c_level
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📋 ULTIMA1.PDF
Angle: strategic technical debt management during AIG's 2026 digital transformation
Hooks: Experience overseeing AIG's enterprise strategy for data analytics, digital platforms, and shared utilities., Direct oversight of Oracle Exadata and business process management platforms mentioned in profile., Alignment with AIG's 2026 mandate to transition to a 'standalone, technology-enabled platform' and streamline core infrastructure.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and AIG Next
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise platforms at AIG, I wanted to ask about something we see come up a lot at global insurers in the middle of a modernization push. Is the document production layer keeping pace with everything else on the AIG Next roadmap, or is it still dependent on a small group of developers to move anything?<br><br>At your scale, that dependency adds up fast. Policy documents, endorsements, renewal notices, claims correspondence across millions of policyholders worldwide, and every template change waiting on someone with deep platform knowledge. When that person is pulled into higher-priority work, the queue backs up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that technical dependency without slowing down the teams that depend on accurate, compliant documents going out the door. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Chris,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving template ownership to the business side. The IT team stopped being the bottleneck for every change cycle.<br><br>For a carrier at AIG's scale, that math gets significant quickly. Policyholder data sitting across policy admin, claims, rating, and billing systems means every regulatory update or product change touches multiple templates in a system that requires specialized developer time. That wait disappears when the people who know what the document should say can make the change directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Good to be connected, Chris.
Sent you a few emails about the developer scarcity angle on document templates, where every template change sits in an IT queue behind engineers who cost $150K+ and are increasingly hard to backfill. At MHC we help insurers move that ownership to the business side so the developer queue stops being the bottleneck. Allstate, Guardian, and Acuity are a few names who made that shift, along with around 25 other insurers we work with.
Worth a quick conversation to see if any of this is relevant?
Chris
Asheesh Lada
Vice President, Global Claims - Technology Delivery
operations · vp
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📋 GUC3E41.PDF
Angle: Alignment with AIG’s GenAI claims transformation and his background in claims experience at TCS.
Hooks: Transition to Global Claims VP at AIG following your tenure at TCS leading claims experience initiatives., Your focus on end-to-end delivery of technology initiatives to enhance customer experiences during AIG's GenAI transformation., Experience managing complex multi-line insurer document workflows like manuscript endorsements and claims reserves.
posture: peer CTA: soft type: problem_first
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Subject: AIG claims docs + template changes
Hi Asheesh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims technology delivery at AIG, I wanted to ask about something we see come up a lot at carriers your size. When a claims correspondence template needs updating, does that still require a developer to touch it, or has your team found a way to hand that off to the business side?<br><br>At large P&C carriers, that bottleneck tends to show up in a few specific places: correspondence tied to claims workflow, manuscript endorsements, regulatory notices. When IT is the only path to a template change, the wait can stretch from days to weeks. At AIG's volume, across millions of policyholders globally, that delay adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce that dependency on developers for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT bottleneck and developer scarcity ($150K+) for Oracle Documaker changes, specifically delaying claims correspondence and manuscript endorsement updates.
Hi Asheesh,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes changes directly without writing an IT ticket.<br><br>What I've seen at carriers running older document platforms is that the GenAI roadmap runs into a quiet blocker: the document output layer. You can modernize underwriting and claims decisioning, but if the correspondence that goes out to policyholders still requires a developer to update, the transformation stalls at the last mile. That's especially true when regulatory changes or claims process updates have to reach millions of policyholders fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker's developer-heavy architecture is a legacy block on AIG's GenAI roadmap; business users need self-service template control to hit 2025 transformation goals.
Subject: one last thing, AIG doc infrastructure
Hi Asheesh,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next rollout, feel free to reach out.
Proof: Helped Optum manage 200+ templates and assisted Natera in reducing document cycle times from 2.5 weeks down to 2 days. · Asset: GUC3E41.PDF
Good to connect, Asheesh.
Sent you a few notes recently about the document infrastructure gap in claims and endorsement workflows at AIG. At MHC we help insurers move template ownership off IT queues so the business side can handle changes directly, without a developer in the loop. Optum moved 200+ templates under business control that way, and Natera cut document cycle times from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Gillian Gunnink
Global Head of Innovation and Digital Business Enablement
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic digital innovation & developer scarcity
Hooks: Current role as Global Head of Innovation at AIG overseeing client-centric digital assets and workflows., Involvement in the Atlanta Innovation Hub and AIG’s GenAI strategy for underwriting and claims., Extensive background in underwriting transformation and strategic enterprise content management at Swiss Re and CNA Insurance.
posture: peer CTA: soft type: problem_first
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Subject: AIG + document infrastructure
Hi Gillian,<br><br>Chris here from MHC Automation.<br><br>Given your role leading innovation and digital enablement at AIG, I wanted to ask about something we see come up constantly at global carriers your size. When your teams are pushing hard on AI-driven underwriting and claims modernization, does the document production layer end up being the thing that slows everything else down?<br><br>At mega-scale carriers, policy documents, claims correspondence, endorsements, and renewal notices still tend to run on legacy composition platforms that require a developer for every template change. So while the AI strategy accelerates, the output layer stays frozen. The gap widens.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help get the document layer moving at the pace AIG Next requires. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change, developer scarcity ($150K+, shrinking pool), legacy blocking roadmap.
Hi Gillian,<br><br>Following up on what I sent about the document layer and the modernization gap.<br><br>One thing I should have included: the core pattern we see at large carriers is that developer scarcity is the hidden tax on document agility. A single template change touches compliance, legal, and IT, and by the time it clears the queue, the regulatory window has already shifted.<br><br>With Guardian Life, Allstate, and Acuity running policyholder communications on MHC NorthStar CCM, the pattern is consistent. The insurer moves to MHC, business users start managing templates directly, and the wait disappears. Compliance makes the change. IT stops being the bottleneck. At your volume, with millions of policyholders across property-casualty, life, and retirement lines, that kind of change speed matters especially when a state filing or regulatory update has to propagate across every policy type fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: compliance/508 automation and self-service to bypass developer bottlenecks.
Subject: One last thing, Gillian
Hi Gillian,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point, feel free to reach out.
Proof: Insurance leaders like Guardian, Allstate, and Acuity use MHC to unlock document agility and achieve #1 mid-market status. · Asset: UNLOCK1.PDF
Gillian, appreciated you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically the Documaker piece and how IT ticket cycles on template changes tend to slow down what the business side actually needs to move.
At MHC we help insurers shift that ownership off the developer queue and to business users directly. Companies like Guardian and Allstate have made that move and seen real document agility come out of it.
Worth a quick conversation to see if any of this is relevant?
Chris
David Russo
Chief Technology Officer
engineering · c_level
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📋 GUC3E41.PDF
Angle: strategic shift to GenAI and digital-first participant experiences at Corebridge
Hooks: your focus on Corebridge’s GenAI outcomes and the recent launch of the new digital experience for retirement participants, managing the complexity of 200+ templates for policy contracts and beneficiary notices during the Corebridge brand transition, your background at MetLife and HealthEdge and the challenge of developer scarcity for legacy systems like Documaker
posture: peer CTA: soft type: problem_first
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Subject: AIG document infrastructure
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at AIG, I wanted to ask about something that comes up a lot at insurers running AIG Next-scale modernization efforts. Is the document production layer keeping pace with the rest of your roadmap, or is it still dependent on developers every time a template needs to change?<br><br>At your volume, that dependency adds up fast. Policy documents, endorsements, renewal notices, claims correspondence across millions of policyholders, and every change still requires someone who knows the underlying system to touch it. That slows down the kind of agility AIG Next is trying to build.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off the developer queue and into the hands of the business side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi David,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be straight with you: I don't have an insurance case study with a single headline metric to drop here. What I do have is a clear pattern across the 60+ insurers we work with. The carrier moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes. The ticket never gets written.<br><br>For context on what that looks like with real numbers from adjacent industries: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and eliminated $4 per document in vendor fees. Essilor cut their template library by 60% and went from 25% automated straight-through processing to 98% in three months.<br><br>At AIG's scale, with millions of policyholders across property-casualty, life, and retirement lines, the compounding cost of developer-dependent document changes is worth a closer look, especially if AIG Next is meant to reduce the expense ratio.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=legacy blocking roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as AIG Next moves forward, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey David, appreciate you connecting.
I sent a few emails about getting document template changes off the developer queue at AIG. At MHC we help insurers shift that ownership to the business side so engineering capacity stays on higher-leverage work. Natera moved template turnaround from two and a half weeks down to two days after making that shift, which gives you a sense of the drag those queues create.
Given where senior developer costs are sitting right now, it tends to be a conversation that resonates with CTOs more than it used to.
Happy to reconnect here if the timing ever works.
Chris
George Weber
Interim Chief Technology Officer, Infrastructure Services
engineering · c_level
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📋 UNLOCK1.PDF
Angle: strategic infrastructure oversight during AIG’s structural transitions
Hooks: your focus on infrastructure services and technology strategy at AIG during the Validus/RenaissanceRe transition, managing document systems like Documaker amidst high-stakes manuscript endorsements and claims reserves for specialty lines, AIG’s focus on streamlining global underwriting operations under recent leadership shifts
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at AIG
Hi George,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing infrastructure at AIG, I wanted to ask about something that comes up a lot at carriers your size. When a policy form or endorsement needs an update, is your team still dependent on developers with deep platform knowledge to get that change across the line?<br><br>At AIG's volume, that dependency gets expensive fast. The people who understand the document layer are a shrinking pool, and when one of them is unavailable, changes sit. Regulatory deadlines don't wait, and neither do policyholders expecting updated declarations or renewal notices.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the technical dependency around your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and the shrinking talent pool for legacy systems like Documaker making it difficult to support specialized manuscript endorsements.
Hi George,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: a carrier in your peer group eliminated $4 per document in vendor fees and cut template turnaround from weeks to days after moving off their legacy platform. The business side started managing template changes directly, and IT stopped being the bottleneck on every update.<br><br>That matters especially when a regulatory change hits across multiple states and declarations pages, endorsements, and renewal notices all need to go out fast, at millions of policyholder relationships. The wait disappears when the people who know what the document should say are the ones making the change, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting for IT tickets or hunting for rare Documaker experts, consider a self-service model that moves template control to business users while maintaining architectural integrity.
Subject: One last thing, George
Hi George,<br><br>Sent you a couple of notes about the document infrastructure layer at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the AIG Next buildout, feel free to reach out.
Proof: AIG's peers in insurance like Allstate and Guardian use MHC to manage complex policy communications, with one T1 peer eliminating $4 per document and reducing template turnaround from weeks to days. · Asset: UNLOCK1.PDF
Good to connect, George.
Sent you a few emails about the shrinking talent pool around legacy document platforms like Documaker, specifically around who's actually maintaining those manuscript endorsement templates when the specialists are hard to find or gone.
At MHC we help insurers move that template ownership to the business side so it stops depending on a developer queue. Allstate and Guardian both made that shift, and one of them cut $4 per document while getting turnaround from weeks down to days.
If any of this lands, feel free to reach out whenever.
Chris
Jon Murray
VP Property and Program Claims
operations · vp
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📋 UNLOCK1.PDF
Angle: AIG Canada's aggressive AI-driven workflow modernization and upcoming accessibility mandate.
Hooks: AIG's Palantir-driven digital transformation for rethinking workflows via AI (announced Aug 2025)., Upcoming 2026 Accessibility (AODA) review cycle for AIG Canada's multi-year plan., Deep expertise in property and program claims, where high-volume correspondence like cancellations and billing demands 508/AODA compliance.
posture: peer CTA: soft type: problem_first
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Subject: AIG claims docs + developer dependency
Hi Jon,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing property and program claims at AIG, I wanted to ask about something we see come up a lot at global carriers your size. When a claims correspondence template needs to change, does that still require going through a developer to get it done?<br><br>At mega-scale operations, that dependency tends to create real friction. A regulatory update hits, or a claims workflow changes, and the people who actually know what the letter should say are stuck waiting on IT to make the edit. With millions of policyholders and claims moving through your operation, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that developer dependency on the claims document side. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jon,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see: once the business side can manage template changes directly, IT stops being the bottleneck for every claims letter, disclosure, or regulatory notice that needs to go out.<br><br>That matters especially at AIG's scale. When a regulatory change hits across multiple lines or geographies, your claims team shouldn't have to write a ticket and wait. The compliance or ops team makes the change, within controls IT already set, and it goes out the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing for AIG
Hi Jon,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Guardian and Allstate use MHC to manage high-volume insurance communications while maintaining mid-market agility. · Asset: UNLOCK1.PDF
Hey Jon, appreciate you connecting.
I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the business. At MHC we help insurers do exactly that, without the back-and-forth with IT every time something needs updating. Guardian and Allstate both run high-volume claims communications through MHC while keeping the kind of agility you'd expect from a much smaller operation.
Figured LinkedIn might be a better place to have this conversation.
If any of this lands, feel free to reach out whenever.
Chris
Karthik Venkiteswaran
Director, Digital Transformation
operations · director
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📋 GUC3E41.PDF
Angle: AIG Investor Day 2025 AI-centric modernization
Hooks: AIG’s shift toward AI-centric operations highlighted in the 2025 Investor Day, Experience leading digital transformation projects at Genpact and AIG for over 7 years, Focus on modernization of complex insurance document types like declarations and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer + AI roadmap
Hi Karthik,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital transformation at AIG, I wanted to ask about something that comes up a lot at carriers your size. Is the document production layer keeping pace with the AI-centric modernization work your team is driving?<br><br>The pattern we see at large insurers: underwriting and claims get the investment, but policy documents, endorsements, declarations pages, and renewal notices are still sitting on platforms that require a developer to touch every template change. At AIG's volume, that creates real drag, especially when the AI roadmap needs clean, flexible outputs downstream.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change, developer scarcity ($150K+, shrinking pool)
Hi Karthik,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. The wait disappears.<br><br>That matters at AIG's scale. Millions of policyholders, multiple lines of business, policy documents and endorsements pulling from different systems. When a regulatory change hits, or when the AI roadmap needs consistent structured output from the document layer, a platform where only developers can make template changes slows everything down.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: Compliance/508 risk and legacy blocking the AI-centric roadmap
Subject: One last thing, Karthik
Hi Karthik,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point on the AIG Next roadmap, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Karthik, good to have you in the network.
I sent a few emails about the IT ticket bottleneck on template changes in Documaker environments, so you have some context on where I'm coming from. At MHC we help insurers move template ownership to the business side so changes stop queuing behind developer availability.
One carrier we worked with cut turnaround from two and a half weeks to two days after making that shift. The developer dependency just disappears as a constraint.
If any of this lands, feel free to reach out whenever.
Chris
Minerva Galloza
Assistant VP of Operations
operations · vp
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📋 UNLOCK1.PDF
Angle: 29-year tenure at AIG and leadership in operational document scale
Hooks: Your 29-year journey across premium audit and producer licensing to AVP of Operations, Managing Documaker output for mega-scale declarations and claims correspondence, AIG Investor Day 2025 focus on transitioning to AI-centric operations
posture: peer CTA: soft type: problem_first
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Subject: AIG doc ops question
Hi Minerva,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at AIG, I wanted to ask about something that comes up a lot at insurers your size. When a compliance or legal change hits, how long does it take to get a policy document or renewal notice updated and out the door?<br><br>At organizations running older document platforms, that change usually has to go through a developer. The business side knows exactly what needs to change, but they're waiting on an IT ticket. With millions of policyholders, that wait has real downstream consequences.<br><br>With everything happening under AIG Next around operational efficiency, I'd imagine the document production layer is on someone's radar. Whether it is or isn't, worth a quick conversation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if there's something useful here. And if you're not the right person for this, I'd appreciate a point in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker legacy bottleneck - IT developer scarcity ($150K+) making simple template changes for declarations or renewals a weeks-long ticket wait.
Hi Minerva,<br><br>One more thought on the document ops piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They also eliminated $4 per document in vendor fees. The thing that made it work was getting the business team out of the ticket queue entirely. Compliance handled changes directly, with approval workflows built in.<br><br>For an insurer at AIG's scale, that matters a lot. When a state regulatory change hits, your team shouldn't be waiting two weeks for a developer to update a renewal notice or declarations page. The people who need to make the change should be able to make it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy DocOps block the AI-centric roadmap; shift from developer-dependent Documaker to business-user self-service for compliance and 508.
Subject: one last thing for AIG
Hi Minerva,<br><br>Sent you a couple of notes about document ops at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes start becoming a friction point on the AIG Next roadmap, feel free to reach out.
Proof: MHC helps 25+ major insurers like Guardian and Allstate; Aspire-ranked #1 mid-market leader. · Asset: UNLOCK1.PDF
Minerva, appreciate you connecting.
Sent you a few notes about the Oracle Documaker piece at AIG, specifically the developer queue backing up declarations and renewal template changes. Didn't want to leave it at just the inbox.
At MHC we help insurers move that template ownership to the business side, off the IT ticket stack. Guardian and Allstate both went that route, and MHC's ranked the number one mid-market CCM platform by Aspire.
Worth a quick conversation to see if any of this is relevant?
Chris
Peter Zaffino
Executive Chair
operations · c_level
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Angle: strategic AI transformation and leadership transition
Hooks: Directing AIG's partnership with Anthropic and Palantir to embed GenAI across underwriting and claims, Leading the transition to Executive Chair with Eric Andersen succeeding as CEO on June 1, 2026, Overseeing the 'AIG 200' operational overhaul aimed at modernizing infrastructure and eliminating legacy manual interventions
posture: peer CTA: soft type: problem_first
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Subject: AIG document layer + AI roadmap
Hello Peter,<br><br>Chris here from MHC Automation.<br><br>Given your role at AIG and what I've been reading about AIG Next, I wanted to ask about something that comes up a lot at global insurers running modernization programs at your scale. When the AI and operational efficiency initiatives move fast, does the document production layer keep up, or does it end up as one of the last things to get addressed?<br><br>At organizations with millions of policyholders across multiple lines and geographies, that layer tends to be the quiet bottleneck. Policy documents, endorsements, claims correspondence, renewal notices — they're pulling from multiple systems, and every template change still requires a developer who knows the platform. That slows down compliance updates, regulatory rollouts, and anything tied to the new workflows AI is supposed to accelerate.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that friction as AIG Next moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hello Peter,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific metric I can point to. What I can share is how this plays out in adjacent industries. HSBC runs between 100 and 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. The pattern across both: once the business side can make template changes directly, the wait disappears and compliance updates stop being developer projects.<br><br>For an organization like AIG, that matters most when a regulatory change has to propagate across policy documents, endorsements, and claims correspondence for millions of policyholders across multiple states and geographies. That's the kind of change that gets queued behind everything else when a developer has to touch every template.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Peter
Hello Peter,<br><br>Sent you a couple of notes about AIG's document infrastructure. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AIG Next rollout, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Peter, glad to be connected.
I sent a few emails your way recently about the document infrastructure gap in the modernisation work at AIG. Didn't want to just leave it in the inbox.
At MHC we help insurers move template ownership off IT queues to the business side. ING Poland made that shift across around 600 templates, which tends to be the kind of scale where the developer scarcity problem gets expensive fast.
Happy to reconnect here if the timing ever works.
Chris
Scott Hallworth
Executive Vice President and Chief Digital Officer
operations · c_level
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📋 ULTIMA1.PDF
Angle: strategic modernization of AIG's data/AI foundation following his transition from HP and the 'AIG Next' cost-reduction program
Hooks: Transition to Chief Digital Officer (Sept 2025) and direct reporting line to CEO Peter Zaffino starting Jan 2026, Overseeing GenAI strategy and digital transformation following the 'AIG Next' initiative that sunsetted 1,200 legacy applications, Background as Chief Actuary (Travelers) and CDAO (HP/Capital One) suggests a focus on risk-managed innovation for complex insurance documents
posture: peer CTA: soft type: problem_first
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Subject: AIG Next + document infrastructure
Hi Scott,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at AIG, I wanted to ask about something that tends to surface in modernization programs like AIG Next. When your teams are pushing to scale AI-assisted underwriting and claims workflows, is the document production layer keeping up, or is it still a developer-dependent bottleneck that slows everything down?<br><br>At AIG's volume, that gap compounds fast. Millions of policyholder communications across property-casualty, life, and retirement lines, declarations pages, policy documents, claims correspondence, endorsements, all pulling from different source systems. When a regulatory change hits or a workflow gets redesigned, someone has to touch a template in a system that only a developer knows. That ticket never gets written fast enough.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove the document layer as a friction point in your modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Scott,<br><br>Following up on what I sent about the document layer and your AI roadmap.<br><br>We recently helped Guardian Life and Allstate modernize their policyholder communications while managing high template volumes across complex regulatory environments. The pattern at both companies was similar: compliance and ops teams were waiting on developers for every template change, which meant regulatory updates and product changes stacked up in a queue instead of going out the door.<br><br>Once the business side could handle template changes directly, with approval workflows built in, the wait disappeared. That matters a lot when a regulatory change has to reach millions of policyholders across multiple lines of business and multiple states, fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for template changes prevents scaling the GenAI roadmap
Subject: One more thing, Scott
Hi Scott,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the AIG Next roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize customer communications while managing high template volumes across complex regulatory environments. · Asset: ULTIMA1.PDF
Hey Scott, appreciated the connection.
Sent you a few notes recently about the IT dependency piece, specifically getting template changes off the developer queue so business teams can move without waiting on engineering bandwidth.
At MHC we help insurers move that ownership to the business side. Guardian and Allstate both went through it while managing high template volumes across complex regulatory environments, which makes it a closer comparison to AIG than most.
If any of this lands, feel free to reach out whenever.
Chris
Randi Nixon
VP, Casualty Claims
operations · vp
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Angle: Casualty claims leadership and AIG’s 'full rethinking of workflows around AI' modernization signal.
Hooks: Current role leading Casualty Claims at AIG Canada., Signal: AIG's Palantir-driven 'full rethinking of workflows' modernization via AI., Responsibility for claims correspondence including bodily injury and casualty analyst hiring.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks in casualty claims
Hi Randi,<br><br>Chris here from MHC Automation.<br><br>Given your role in casualty claims at AIG, I wanted to ask about something that comes up a lot at carriers your size. When a document template needs to change, does that still require going through IT and waiting on a developer to touch the system?<br><br>At mega-carriers running millions of policyholder documents, that bottleneck tends to show up the hardest in claims. Correspondence, denial letters, coverage explanations. The people who know what those documents should say are usually not the ones who can change them.<br><br>With AIG's modernization push, I imagine the document layer is something that comes up. Whether it's keeping up with regulatory changes across states or getting claims comms out faster when it matters.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something useful here for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Randi,<br><br>Following up on what I sent about the document change bottleneck in claims.<br><br>One example worth sharing: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months.<br><br>The way they got there was by moving template ownership away from developers. Their compliance and ops teams started handling changes directly, with approval workflows built in. So when a regulatory requirement changed, the update happened the same day instead of sitting in a queue.<br><br>For a carrier running casualty claims at AIG's volume, that kind of speed matters. State-specific notice requirements, coverage language updates, claims correspondence that has to go out accurately and on time across millions of policyholders.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Randi
Hi Randi,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the modernization work continues, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Randi, appreciate you connecting. Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the business team.
At MHC we help insurers do exactly that. Guardian, Allstate, and Intact are running policyholder communications on MHC across 60+ insurance organisations, so it's well-trodden ground for a carrier your size.
Happy to reconnect here if the timing ever works.
Chris
Betsy Palmer
Chief Marketing and Communications Officer
operations · c_level
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📋 UNLOCK1.PDF
Angle: strategic brand positioning during Corebridge transition and Longevity Project research
Hooks: your lead on the brand journey from AIG to Corebridge Financial, the 'Living and Funding Longer Lives' research you recently shared, AIG 200 technology delivery focus
posture: peer CTA: soft type: problem_first
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Subject: AIG brand docs + Corebridge
Hi Betsy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing and communications at Corebridge, I wanted to ask about something that comes up a lot during integrations like this one. When your team needs to update customer-facing documents, things like policy contracts, welcome kits, beneficiary notices, and premium notices, does that still require going through IT and waiting on a developer?<br><br>With a merger of this scale, brand consistency across all those document types becomes a real project. The teams who know what the documents should say are rarely the ones who can change them. That gap tends to show up fast when you're trying to align two sets of policyholder communications under one brand.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on the brand side without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity making it difficult for the marketing team to quickly update policy brand assets during the Corebridge integration
Hi Betsy,<br><br>One more thought on the template change piece I mentioned.<br><br>Guardian Life runs their policyholder communications on MHC alongside 60+ other insurers. The pattern we see is consistent: once the business side can manage templates directly, the wait for IT stops, and changes to documents like annual statements, policy changes, and surrender letters happen the same day instead of sitting in a queue.<br><br>That matters especially during something like the Corebridge integration, where a brand or disclosure update has to reach your full policyholder base accurately and fast. That's what MHC NorthStar CCM does differently: your compliance and marketing teams make the change directly, with approval workflows built in, so IT isn't the bottleneck for every update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluating modern CCM alternatives rather than defaulting to complex upgrades that perpetuate IT-dependency for every simple template change
Subject: one last thing, Betsy
Hi Betsy,<br><br>Sent you a couple of notes about document workflows at Corebridge. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how insurers replace legacy document platforms without adding more IT dependency to the process.</a><br><br>If current document composition processes become a friction point during the integration, feel free to reach out.
Proof: Guardian and 25+ major insurers transitioned from legacy systems to achieve Aspire #1 mid-market ranking for document agility · Asset: UNLOCK1.PDF
Betsy, glad you connected. I sent a few emails recently about the document infrastructure gap in the Corebridge integration work, specifically the part where every brand asset update sits in a developer queue waiting on Documaker resources.
At MHC we help insurers move template ownership to the business side, away from IT. Guardian and 25 other major carriers made that shift, which is part of how MHC landed the Aspire number one ranking for document agility in the mid-market.
If any of this lands, feel free to reach out whenever.
Chris
Becky Cameron
Head of Claims
operations · vp
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📋 UNLOCK1.PDF
Angle: AIG Canada's strategic AI workflow rethinking and accessibility mandate (AODA) meeting legacy Documaker bottlenecks.
Hooks: AIG's current full rethinking of workflows around AI via Palantir, AIG Canada's Multi-year Accessibility Plan (AODA) review cycle, Management of claims correspondence and certificates for A&H and Specialty lines
posture: peer CTA: soft type: problem_first
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Subject: Claims docs and the AIG Next push
Hi Becky,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at AIG, I wanted to ask about something we see come up a lot at carriers your size. When a claims correspondence template needs to change, does that still require going through IT and waiting on a developer who knows the system?<br><br>At AIG's volume, that wait has real consequences. Millions of claimants, dozens of jurisdictions, and any regulatory or workflow change has to move fast. If the document layer is still gated behind developer availability, that's a hard constraint to work around, especially when the broader push is toward faster, leaner operations.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a fit on the claims side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and IT ticket backlogs are likely stalling the 'full rethinking of workflows' John Neal is targeting, as legacy logic makes rapid template changes for declarations and claims correspondence impossible.
Hi Becky,<br><br>Following up on what I sent about the claims template piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where their ops team handles template changes directly, without writing a ticket.<br><br>That kind of speed matters especially when a regulatory change or a new claims workflow has to reach millions of policyholders fast. On legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As AIG Canada nears its next AODA accessibility review, the 'architecture lock-in' of Documaker poses a compliance risk—unlike modern CCM, which allows business users to handle 508-compliant templates without waiting for IT.
Subject: One last thing, Becky
Hi Becky,<br><br>Sent you a couple of notes about claims document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and 25+ other insurers modernize their CCM; for regional leaders like Allied Benefits, this eliminated $4 per document costs and accelerated template cycles from weeks to days. · Asset: UNLOCK1.PDF
Becky, glad you connected.
I sent a few emails recently about the document infrastructure side of things, specifically the Documaker dependency and how slow template cycles tend to create a backlog when claims correspondence needs to move quickly.
At MHC we help insurers get template ownership off IT queues and back to the business side. Allied Benefits, for example, cut $4 per document in costs and moved template cycles from weeks to days after making that shift.
Not sure if the timing is right at AIG, but worth a quick conversation to see if any of this is relevant?
Chris
Alla Krasnopolsky
Director, IT Business Services Delivery Management
operations · director
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📋 ULTIMA1.PDF
Angle: BPM/Pega Center of Excellence leadership and Claims Specialized Services delivery focus.
Hooks: Nearly 30-year tenure at AIG and leadership of the Pega Center of Excellence., Focus on Global Questionnaire Systems and Claims Specialized Services alignment., Deep background in Pega PRPC and business process governance for claims/policy processing.
posture: peer CTA: soft type: problem_first
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Subject: AIG document changes + IT bottleneck
Hi Alla,<br><br>Chris here from MHC Automation.<br><br>Given your role managing IT business services delivery at AIG, I wanted to ask about something that comes up a lot at global insurers your size. When a compliance update hits or a state filing changes, does your team still have to route that through a developer before the document gets updated?<br><br>At companies running legacy composition platforms, that's usually the answer. A specialist has to make the change, the ticket sits in a queue, and the document goes out late or wrong. With your volume of policyholder communications across property-casualty, life, and retirement lines, that bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the dependency on specialist developers for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker template changes are gated by a shrinking pool of $150K+ developers, creating a bottleneck for manuscript endorsements and surplus lines filings.
Hi Alla,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped Guardian Life and a number of other insurers move off legacy document stacks. The pattern we see: once the business side can handle compliance and formatting updates directly, change cycles that used to take weeks drop to days. Natera, in a different vertical, went from 2.5 weeks to 2 days on document turnaround after making that shift.<br><br>For a company running a Pega Center of Excellence and pushing hard on AI-driven claims and underwriting productivity, that matters more than it might seem. If the document layer still requires a specialist for every update, it quietly slows down the automation gains you're building everywhere else.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Maintaining legacy DocOps creates a 'technical debt tax' on your Pega-driven automation; decoupling template logic from IT allows business users to handle compliance/508 updates without tickets.
Subject: One last thing, Alla
Hi Alla,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: MHC helped Guardian and 25+ other insurers move off legacy stacks, often reducing change cycles from weeks to days (e.g., Natera 2.5wk to 2 days). · Asset: ULTIMA1.PDF
Alla, appreciate the connection.
Sent you a few emails about the Documaker side of things at AIG, specifically the developer dependency on template changes for manuscript endorsements and surplus lines. Figured LinkedIn might be an easier place to pick this up.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and a handful of other carriers have gone through similar migrations, cutting change cycles from weeks to a couple of days in the process.
Worth a quick conversation to see if any of this is relevant?
Chris
Anand Kumar
Senior Vice President - Head, Enterprise Architecture
engineering · vp
active
primary
🔗 connected
decision_maker
seq 7
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise architecture leadership + AIG cloud modernization
Hooks: your focus on driving AIG's cloud strategy and digital transformation mentioned in recent leadership shifts, expertise in designing highly scalable enterprise systems for complex integrations, role in AIG's transition to a standalone technology-enabled platform through 2026
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and AIG Next
Hi Anand,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise architecture at AIG, I wanted to ask about something that comes up a lot with architects running modernization programs at this scale. Is the document production layer keeping up with the rest of what you're modernizing, or is it still dependent on a small pool of developers to touch any template?<br><br>At companies AIG's size, that dependency tends to create a quiet bottleneck. Policyholder documents, policy correspondence, claims letters, renewals - millions of them going out, but every change routes through someone who knows the system. When the modernization roadmap accelerates, that layer doesn't move at the same speed.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency in your document stack. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Anand,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>We've helped 25+ major insurers move past that kind of dependency. The pattern is consistent: Guardian Life, Allstate, Acuity, and others moved to MHC and the compliance or ops team started managing templates directly. IT stopped being the bottleneck for every policy notice, endorsement, or cancellation letter that needed a change.<br><br>That matters at AIG's volume. When a regulatory update hits across multiple states, or a product change rolls out across millions of policyholders, the old path is a developer project. On MHC NorthStar CCM, the business side handles it with approval workflows built in, so IT isn't the chokepoint.<br><br>If this resonates with anything on your radar, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Anand
Hi Anand,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document composition layer becomes a friction point in your roadmap, feel free to reach out.
Proof: AIG's focus on modernization aligns with how we've helped 25+ major insurers like Guardian and Allstate move beyond legacy CCM bottlenecks. · Asset: ULTIMA1.PDF
Anand, good to have you in the network.
Sent you a few emails about the IT dependency piece I mentioned, specifically getting document template changes off the developer queue. Figured LinkedIn might be a better place to pick that up.
At MHC we help insurers move template ownership to the business side so architecture teams aren't fielding change requests that don't need to sit in a developer queue. Guardian and Allstate have both worked through that shift with us.
Worth a quick conversation to see if any of this is relevant?
Chris
Bill Brennan
Director Claims Operations
operations · director
completed
primary
– none
● unknown
in Bill Brennan
champion
seq 55
step 0/3
📋 ULTIMA1.PDF
Angle: Corebridge rebrand + Documaker scarcity
Hooks: Current role as Director of Claims Operations at Corebridge Financial (following the AIG rebranding), Previous background as Claims Systems Support Manager at AIG, Experience managing complex claims correspondence like beneficiary notices and surrender letters
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + IT bottleneck at AIG
Hi Bill,<br><br>Chris here from MHC Automation.<br><br>Given your role in claims operations at AIG, I wanted to ask about something that comes up constantly at insurers your size. When a claims correspondence template needs to change, does that still require an IT ticket and a wait for a developer to touch the system?<br><br>At companies running older document platforms, that wait can be days or weeks. A regulatory update hits, a state filing changes, a new claims workflow rolls out, and the business side is stuck waiting on whoever owns the template environment. With millions of policyholders across AIG's book, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get template changes out of the IT queue and back into operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Bill,<br><br>Following up on what I sent about the claims template bottleneck.<br><br>One thing worth sharing: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM now. The pattern we see consistently is that once an insurer makes the move, the compliance and claims ops teams start handling template changes directly. The wait disappears. IT stops being the path for every document update.<br><br>That matters especially at AIG's scale. When a state filing changes or a claims correspondence requirement shifts, your team shouldn't need a developer to push the update across millions of documents. On MHC NorthStar CCM, the people who know what the document should say are the ones making the change, with controls in place.<br><br>Given where AIG is headed with AIG Next and the operational efficiency push, removing that friction from the document layer seems like it fits the direction.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing on document ops, Bill
Hi Bill,<br><br>Sent you a couple of notes about claims document operations at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as AIG Next moves forward, feel free to reach out.
Proof: MHC helps top insurers like Guardian and Allstate move away from IT-heavy legacy systems to self-service claims correspondence. · Asset: ULTIMA1.PDF
Hey Bill, glad you connected.
Sent you a few emails about the Documaker piece, specifically the IT ticket wait every time a claims template needs to change. At MHC we help insurers like Guardian and Allstate move that ownership to the business side so claims ops isn't queued behind developer availability.
Figured LinkedIn might be a better place to have an actual conversation than an inbox.
If any of this lands, feel free to reach out whenever.
Chris
Hariharan Nammalvar
Director, GenAI Solutions Architecture
operations · director
completed
primary
– none
● unknown
in Hariharan Nammalvar
influencer
seq 55
step 0/3
📋 ULTIMA1.PDF
Angle: AI-driven operational redesign and GenAI reference architecture
Hooks: Current leadership of AIG's GenAI Solutions Architecture and enterprise-wide reference architecture, Focus on application modernization and tech debt reduction within AIG's 21+ years of insurance expertise, Recent AIG signals regarding AI-driven operational redesign and transparency in digital workflows
posture: peer CTA: soft type: problem_first
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Subject: Document layer + AIG Next
Hi Hariharan,<br><br>Chris here from MHC Automation.<br><br>Given your work on GenAI solutions architecture at AIG, I wanted to ask about something that comes up a lot in conversations like this. When the AI layer starts generating or triggering customer-facing documents, does the document production side keep pace, or does it become the bottleneck?<br><br>At AIG's scale, with millions of policyholders across property-casualty, life, and retirement, that gap tends to show up fast. The AI workflow produces an output, but the document template it needs to render is locked in a legacy system that only a developer can touch. Every change, a disclosure update, a new product notice, a regulatory requirement, becomes an IT ticket instead of a same-day fix.<br><br>With AIG Next focused on operational efficiency and expense ratio reduction, that kind of friction in the document layer seems like exactly the kind of thing worth getting ahead of.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help connect the AI modernization work to the document production layer without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Hariharan,<br><br>One more thought on the document layer piece I mentioned.<br><br>Guardian Life and Allstate both run policyholder communications on MHC. The pattern we see across insurers is consistent: once the business side, compliance, communications, ops, can update templates directly without routing through a developer, the change cycles that used to take weeks start happening the same day.<br><br>That matters especially in an AI-driven workflow context. If your GenAI reference architecture is triggering automated outputs, disclosures, claim notices, policy documents, those templates still have to be compliant and current. If a developer has to be in the loop every time a disclosure mandate changes or an AI-generated communication needs a new approval requirement, the automation story breaks down at the last mile.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping approval workflows and compliance controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 and AI disclosure mandates in automated digital workflows
Subject: One last thing, Hariharan
Hi Hariharan,<br><br>Sent you a couple of notes about the document infrastructure piece at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AI modernization work, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate utilize MHC to modernize core communications and eliminate legacy bottlenecks. · Asset: ULTIMA1.PDF
Hariharan, good to have you in the network.
Sent you a few emails about the document infrastructure gap that tends to block modernisation work, so you have some context on where we play. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate both went that route to clear the legacy bottlenecks sitting underneath their transformation roadmaps.
Given where you sit at AIG, some of that might land differently than a standard IT conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Shivani Rawat
AVP, Strategic Planning & Process Improvement | CX, VoC & Operational Transformation Leader
operations · vp
completed
primary
– none
● unknown
in Shivani Rawat
champion
seq 56
step 0/3
📋 ULTIMA1.PDF
Angle: strategic CX integration & process modernization
Hooks: Current focus on expanding CX capabilities through Voice of Customer (VoC) frameworks and data-led operating models at Corebridge., Focus on turning fragmented feedback and operational data into actionable insights for service performance., 23+ years experience driving large-scale improvements across regulated environments like AIG/Corebridge.
posture: peer CTA: soft type: problem_first
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Subject: Document changes keeping up with AIG Next?
Hi Shivani,<br><br>Chris here from MHC Automation.<br><br>Given your role in process improvement and CX at AIG, I wanted to ask something we hear a lot from ops leaders at carriers your size. When a policy change needs to go out to millions of policyholders, does updating the underlying document template still require a developer to touch the system?<br><br>At insurers running older composition platforms, that's usually the answer. The business team knows exactly what the notice needs to say. Compliance has signed off. But the change sits in a queue because only someone with platform-specific development skills can actually make it. At your volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit with what your team is working on inside AIG Next. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Shivani,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, and 25+ other insurers have moved their policyholder communications onto MHC. The pattern we see every time: once the compliance or ops team can make template changes directly, without writing a ticket, the change happens the same day. For a carrier managing regulatory updates across multiple lines and geographies, that matters.<br><br>That's what MHC NorthStar CCM does differently. It takes the developer out of the day-to-day change path without removing the approval workflows built in for compliance.<br><br>With AIG Next focused on operational efficiency and expense ratio reduction, I'd imagine document production is somewhere on the list of places where manual overhead adds up. Would be happy to chat in the weeks to come, or I can send over some materials first if that's easier.
Reframe: compliance/508
Subject: One last thing, Shivani
Hi Shivani,<br><br>Sent you a couple of notes about document infrastructure at AIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction inside AIG Next, feel free to reach out.
Proof: Guardian Life, Allstate, and 25+ insurers use MHC to automate highly regulated policy changes and premium notices. · Asset: ULTIMA1.PDF
Shivani, good to be connected. Saw your emails come through and figured LinkedIn might be a better place to continue the conversation.
The IT dependency piece I mentioned is something that tends to surface in process improvement work more than people expect, especially when template changes are sitting in a developer queue instead of with the business team. At MHC we help insurers move that ownership to the business side. Guardian Life and Allstate are among the 25+ carriers that have gone that route for regulated policy and premium notice changes.
Happy to reconnect here if the timing ever works.
Chris
Texas Farm Bureau Insurance Companies
txfb-ins.com
· insurance
· Waco, US
Texas-based mutual insurance organization providing multi-line coverage and financial services to Farm Bureau members.
“Protecting Texans Since 1952.”
For over six decades, Texas Farm Bureau Insurance has been protecting our members’ moments – the big, the small, and the everyday. Our 850+ agents and over 300 claims personnel provide prompt, efficient, personal service to our more than 530,000 member-families all across our great state. With auto,…
LinkedIn headcount: 1,723
Corroborated by active LinkedIn profiles and company directories citing dedicated Documaker Administrators and Developers (e.g., Shari Dawson, Mark Shields) at the organization.
LLM classification: Insurance HIGH
Tier 1 score 92
Chris
⭐ Oracle Documaker
1001_5000 employees · 50_250m
Technology & Competitors
Oracle Documaker ⭐
HIGH
HG Insights
Sapiens Insight
HG Insights
Strategic Initiatives
- Digitization of claims processing through Sapiens Insight solution suite., Expansion of member health plan offerings including dental and vision bundles.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance P&C
Awareness: stage_2
Scale: mid — member-families 530,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: T2_named (on NorthStar CCM): Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C), Intact Financial, MiWay, Acuity, Loomis, Safeway, SAMBA FEBA, A.M. Best.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
1
Current
1
Past
Primary vendor detected: Oracle Documaker
All vendors: Oracle Documaker
False
Contacts (11)
active: 8 completed: 1 queued: 2
8 active · 1 🔗
Minesh Patel
Chief Actuary & Analytics Officer
operations · c_level
active
primary
🔗 connected
influencer
seq 13
step 2/3
📋 ULTIMA1.PDF
Angle: strategic analytical leadership and modernization
Hooks: leading the Drive'n Save telematics launch with Arity, expertise in scaling predictive analytics for pricing and claims, focus on exploratory analytics to drive innovation across Underwriting and Marketing
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Texas Farm Bureau
Hi Minesh,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing analytics and strategy at Texas Farm Bureau, I wanted to ask about something we see come up a lot at regional carriers your size. When your team needs to update policyholder-facing documents, does that still require going through IT and waiting on a developer who knows the system?<br><br>At carriers running legacy composition platforms, even a simple disclosure change on a renewal notice or endorsement can sit in a queue for weeks. The people who understand what the document should say, your compliance or product teams, end up waiting on a developer to make a change that takes twenty minutes to describe and three weeks to ship.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off the IT backlog for good. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Minesh,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Acuity Insurance moved to MHC and their business users started managing templates directly. The IT ticket queue for document changes disappeared. Policy comms, renewal notices, endorsements, the ops team handles updates the same day now instead of waiting on a sprint cycle.<br><br>That matters more when you're expanding product lines. With Texas Farm Bureau adding dental and vision bundles, your comms team is going to need to spin up new member-facing documents and update existing ones fast. On a legacy composition system, every new plan variation is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Minesh
Hi Minesh,<br><br>Sent you a couple of notes about document infrastructure at Texas Farm Bureau. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: ULTIMA1.PDF
Minesh, good to be connected. Sent you a few emails about the IT dependency piece on document templates, so you have some context already.
At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Carriers like Acuity and Intact have gone that route and it's changed how fast their teams can move.
Sounds like digital transformation is a real priority at Texas Farm Bureau right now, and that layer tends to come up sooner or later in that work.
Happy to reconnect here if the timing ever works.
Chris
Brenda Evans
Senior IS Project Manager
operations · manager
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic migration leadership
Hooks: your leadership in migrating 2 million documents to Box and integrating with Guidewire, your focus on using AI to extract data from policy and claim files, mentoring project managers in balancing waterfall requirements with agile delivery at TXFB
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker's developer-heavy architecture creates a bottleneck where every minor template update for declarations or claims correspondence requires scarce IT resources, delaying the 'software changes' your business users are asking for.
—
Reframe: As you modernize with Box and AI, sticking with legacy Documaker risks architecture lock-in; a modern CCM allows business users to handle document logic themselves, freeing your developers for higher-value integration work.
Subject: —
—
Proof: MHC helped Natera reduce document change cycles from 2.5 weeks to just 2 days by enabling self-service template management. · Asset: GUC3E41.PDF
—
Mike Voigt
Vice President, Administration
operations · vp
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 UNLOCK1.PDF
Angle: leadership in insurance administration and CPCU expertise
Hooks: your 30+ year tenure at Texas Farm Bureau Insurance, CPCU and AIC designations reflecting deep insurance domain expertise, oversight of administration for a mid-market carrier managing decs, renewals, and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: document changes at Texas Farm Bureau
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing administration at Texas Farm Bureau, I wanted to ask about something that comes up constantly at carriers your size. When your team needs to update policyholder documents like renewal notices, cancellation letters, or endorsements, does that still require going through IT and waiting on someone who knows the composition system?<br><br>For a lot of insurers, every template change is a developer project. The business side flags a compliance update or a new product variation, and then it sits in a queue. At your member volume, that kind of wait can create real risk, especially when state regulatory changes need to hit policyholders fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this applies to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and IT ticket wait times for template changes like renewals and cancellations
Hi Mike,<br><br>One more thought on the template change piece I mentioned.<br><br>We work with insurers running Oracle-era document platforms where every update, whether it's a regulatory notice, a new endorsement, or a coverage change, has to go back through a developer. The pattern I see most: the compliance team knows exactly what the document should say, but they can't touch it. So the ticket gets written, it waits, and the change goes out late or requires a workaround.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. I won't pretend I have a single metric I can point to from one of them, but the consistent outcome is the same: once business users can manage templates directly, with approval workflows built in, the wait disappears and IT stops being the bottleneck for document changes.<br><br>Given that Texas Farm Bureau is also expanding health plan offerings like dental and vision, that kind of flexibility matters. New plan documents, new member communications, new required disclosures. On a legacy system, each of those is a developer project.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the compliance anxiety of 508 requirements and legacy lock-in by moving to business-user self-service
Subject: one last thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about document infrastructure at Texas Farm Bureau. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps over 25 insurers like Guardian and Allstate modernize document operations and is ranked #1 for mid-market CCM by Aspire · Asset: UNLOCK1.PDF
Hey Mike, glad we're connected.
Sent you a few notes recently about the developer queue problem on template changes, renewals and cancellations in particular. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update. Guardian and Allstate both made that shift with us, and MHC was ranked number one for mid-market CCM by Aspire last year.
Not sure if the timing is right at Texas Farm Bureau, but figured LinkedIn was worth a shot since email didn't get a response.
If any of this lands, feel free to reach out whenever.
Chris
Chris Davis
Software Development Supervisor and Project Manager
engineering · manager
active
primary
– none
decision_maker
seq 20
step 1/3
📋 UNLOCK1.PDF
Angle: recent digital transformation initiatives and Smart Communications certification
Hooks: your recent INNOVATE 2024 certification with Smart Communications, TXFB's massive 2M+ document migration to Box and your role in the 'great migration', balancing software development oversight with agile delivery as a Certified SAFe 6 Agilist
posture: peer CTA: soft type: problem_first
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Subject: Document changes without the IT queue
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing software development at Texas Farm Bureau, I wanted to ask something that comes up a lot with insurers your size. When a policy document or member communication needs to be updated, does that still require a developer to get involved, or has your team found a way to hand that off to the business side?<br><br>The reason I ask: at most insurance carriers we talk to, the document layer is still developer-owned. Business teams submit a ticket, a dev who knows the composition system makes the change, and the wait begins. That's fine when volume is low. With your member base and the expansion into dental and vision products, the number of document variants compounds quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency on your development team for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chris,<br><br>Following up on what I sent about the developer dependency piece.<br><br>Guardian Life, Allstate, and 25+ other insurers have moved to MHC NorthStar CCM specifically to remove the IT bottleneck from the document change path. The pattern is consistent: compliance or product teams needed to update policyholder communications, but every change went through a developer first. Once they moved to MHC, the ops team started handling template changes directly, with approval workflows built in.<br><br>That matters especially when a regulatory change hits or a new product like a dental or vision bundle rolls out and communications have to reach your full member base fast. The wait disappears because the ticket never gets written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document ops
Hi Chris,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) using MHC to eliminate IT bottlenecks · Asset: UNLOCK1.PDF
Appreciated the connection, Chris. Sent you a few emails recently about the IT dependency piece on document template changes, so figured I'd reach out here too.
At MHC we help insurers move template ownership to the business side so developer queues stop being the bottleneck. Guardian, Allstate, and a good number of other carriers have gone that route with us to free up their dev teams for higher-priority work.
Given what you're managing on the architecture side at Texas Farm Bureau, it seemed worth a note.
If any of this lands, feel free to reach out whenever.
Chris
Chuck Howard
Assistant Vice President, Information Systems
operations · vp
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📋 ULTIMA1.PDF
Angle: IT and business alignment journey
Hooks: Your 2017 session at Interconnect about the journey of bringing business and IT focus together at TFBIC., The scale of TFBIC's 300+ statewide offices requiring consistent document standards., Your Harvard certification in Cybersecurity and how legacy document infrastructure often acts as a hidden risk.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at TXFB
Hi Chuck,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing information systems at Texas Farm Bureau, I wanted to ask about something we see come up a lot at regional insurers your size. When your business team needs to update claims correspondence or declarations pages, does that still require an IT developer to touch the template before anything goes out?<br><br>A lot of the insurers we talk to are in a similar spot. The people who know what the document should say are waiting on the people who know how to update the system. And when you're also running a Sapiens implementation, every developer hour spent on template changes is an hour not going toward the higher-priority work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help free up your IT team from the document maintenance cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker template changes create a bottleneck where business users are sidelined, forced to wait for IT developer availability to update simple claims correspondence or declarations.
Hi Chuck,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing worth mentioning: we recently helped Guardian Life and Allstate move off legacy document dependencies entirely. Both had IT teams fielding requests for claims correspondence and policy doc updates that the business side could have handled. After moving to MHC NorthStar CCM, their compliance and ops teams started managing templates directly, with controls in place. The IT ticket never gets written.<br><br>That matters more when you're also expanding coverage lines, like the dental and vision bundles. Every new plan variation means new document variants. On a legacy architecture, that's a developer project. It doesn't have to be.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As developer scarcity for legacy platforms like Documaker grows, the risk isn't just technical debt—it's the architecture lock-in that prevents your IT team from focusing on higher-value digital transformation projects.
Subject: One last thing, Chuck
Hi Chuck,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their CCM layer, moving from legacy dependencies to a mid-market leading architecture that handles over 25+ major insurers effectively. · Asset: ULTIMA1.PDF
Hey Chuck, appreciate the connection.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the Oracle Documaker piece where business teams end up waiting on IT just to push through simple template changes on claims or declarations.
At MHC we help insurers move that template ownership to the business side, off the developer queue. Guardian and Allstate have both made that shift, and it's become a pattern across mid-market carriers we work with.
Happy to reconnect here if the timing ever works.
Chris
Stephen Fehler
Vice President Policy Services
operations · vp
active
primary
– none
champion
seq 19
step 1/3
📋 ULTIMA1.PDF
Angle: internal promotion to VP Policy Services and Oracle Documaker reliance
Hooks: promotion to Vice President Policy Services in 2024, over 25 years with Texas Farm Bureau Insurance across underwriting and policy management, oversight of core policy documents like declarations, renewals, and ID cards via Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Policy docs and IT bottlenecks at TXFB
Hi Stephen,<br><br>Chris here from MHC Automation.<br><br>Congratulations on the VP role in Policy Services. Given where you sit, I wanted to ask about something that comes up a lot at carriers your size: does every template change for renewals, certificates, or policyholder notices still require going through IT and waiting on a developer?<br><br>At a lot of insurers running older document platforms, that's exactly how it works. A compliance update or a product change hits, and the business side has to file a ticket and wait. That wait can stretch from days to weeks depending on how backed up the team is.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer load. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The heavy reliance on Oracle Documaker for essential policy docs often results in a 'developer scarcity' bottleneck, where every small template adjustment for renewals or ID cards triggers an IT ticket wait that slows down Policy Services.
Hi Stephen,<br><br>Following up on what I sent about document changes and IT dependency.<br><br>One thing I should have included: MHC NorthStar CCM is ranked #1 in mid-market CCM by Aspire, and we work with over 25 major insurers. The pattern we see consistently is that once carriers move to our platform, the business side starts managing template updates directly. Changes to claims correspondence, certificates, renewal notices happen in days instead of weeks. IT stops being the bottleneck.<br><br>That matters especially at renewal cycles or when a state regulatory change requires updated policy language across your member base. On legacy document platforms, that's a developer project. On MHC, your Policy Services team handles it with approval workflows built in.<br><br>I don't have a single insurance case study with a specific metric I can put in front of you, but the operational shift is consistent across the carriers we work with. Guardian Life, Allstate, Intact Financial, and Acuity have all seen it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than continuing to manage the complexity of legacy Documaker templates with a shrinking pool of specialists, consider a shift to business-user self-service to ensure compliance and document quality without the IT dependency.
Subject: One last thing, Stephen
Hi Stephen,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point for your team, feel free to reach out.
Proof: MHC helps over 25 major insurers and is ranked #1 in mid-market CCM by Aspire, providing the agility to update claims correspondence and certificates in days rather than weeks. · Asset: ULTIMA1.PDF
Hey Stephen, appreciate the connection.
Sent you a few notes recently about the IT ticket bottleneck on template changes, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off the developer queue and to the business side. Over 25 carriers are using it to turn around policy and correspondence updates in days rather than weeks, which is partly why Aspire ranked us #1 in mid-market CCM.
Worth a quick conversation to see if any of this is relevant?
Chris
Ryan Patterson
Senior Development Supervisor
engineering · manager
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– none
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📋 ULTIMA1.PDF
Angle: enterprise architectural oversight at TFB
Hooks: Current role as Senior Development Supervisor at Texas Farm Bureau Insurance, 17-year tenure within the TFB systems and application analyst architecture, Experience managing core insurance document types including declarations, renewals, and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document changes at TFB
Hi Ryan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing development at Texas Farm Bureau, I wanted to ask about something that comes up a lot at insurers your size. When your business teams need to update policyholder documents, like declarations pages, renewal notices, or claims correspondence, does that still require going through a developer who knows the system?<br><br>At carriers running older CCM platforms, that's usually how it works. Someone on the compliance or ops side needs a change made, it turns into a ticket, and then it waits on whoever has the platform-specific knowledge to get to it. With a member base your size, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT/Developer ticket wait times for template changes due to developer scarcity and the shrinking pool of Documaker-specific expertise.
Hi Ryan,<br><br>Following up on what I sent about the template change bottleneck piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC, and the bigger win was that their ops team stopped waiting on IT for every change.<br><br>That matters especially when a regulatory update or a new coverage bundle, like the dental and vision expansions your team has been rolling out, means a round of document changes has to go out to your full policyholder base. On most legacy platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating the risk of the current architecture's dependency on IT for business logic updates vs. moving toward business-user self-service.
Subject: One last thing, Ryan
Hi Ryan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers modernize their CCM; recently assisted Allied Benefit Systems in eliminating $4/document costs while accelerating change cycles. · Asset: ULTIMA1.PDF
Hey Ryan, appreciate you connecting.
Sent you a couple of emails about the developer queue bottleneck on template changes and the shrinking pool of Documaker expertise. Figured LinkedIn might be a better spot to actually have a conversation about it.
At MHC we help insurers move template ownership off the developer queue and to the business side. Allied Benefit Systems recently used that approach to cut $4 per document in costs while getting change cycles moving faster.
Worth a quick conversation to see if any of this is relevant?
Chris
John Adkins
Director of Claims Services - North
operations · director
active
primary
– none
champion
seq 19
step 1/3
📋 ULTIMA1.PDF
Angle: claims document modernization at scale
Hooks: 26-year tenure at Texas Farm Bureau Insurance, moving from District to Regional to North Director, Overseeing Claims Services North for a provider protecting over 500k Texans, Managing high-volume correspondence like claims declarations, certificates, and ID cards via Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at TX Farm Bureau
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role running claims services at Texas Farm Bureau, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update claims correspondence, like acknowledgment letters, coverage notices, or denial letters, does that still require going through IT and waiting on a developer to touch the template?<br><br>At a lot of P&C carriers, claims ops directors are stuck in that loop. A regulatory change comes in, or a new coverage language needs to go out with the Sapiens workflow, and the business side can't make the update directly. It goes into a ticket queue and waits on someone with platform-specific knowledge.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team move faster on document changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT/Developer scarcity for Documaker template changes ($150K+ developer cost) delaying claims correspondence updates.
Hi John,<br><br>One more thought on the claims document piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved to MHC specifically to get the IT bottleneck out of document operations. The pattern we see is consistent: claims teams are waiting days or weeks on template changes that should take hours, because the system only a developer can touch is sitting between the business need and the document output.<br><br>With MHC NorthStar CCM, your claims ops team makes those changes directly. Coverage language updates, state-specific notice requirements, new correspondence tied to your Sapiens claims workflow. The ticket never gets written because IT isn't in the path anymore, and the guardrails IT cares about are still in place.<br><br>With your member base growing and health plan offerings expanding, that kind of turnaround speed matters more, not less. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate to another legacy-style CCM; evaluate self-service for claims teams to handle document logic without IT tickets.
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about claims document operations at Texas Farm Bureau. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your claims team, feel free to reach out.
Proof: Guardian and 25+ insurers use MHC to eliminate IT bottlenecks in document operations. · Asset: ULTIMA1.PDF
Hey John, glad we connected.
Sent you a few emails about the developer dependency on Documaker template changes. At MHC we help insurers move that work off the IT queue and onto the business side directly. Guardian and a few dozen other carriers have used that to cut the bottleneck out entirely.
Given what claims correspondence cycles look like when every template update needs a developer ticket, figured it was worth a different channel.
If any of this lands, feel free to reach out whenever.
Chris
Jason Janek
Vice President of Information Systems
engineering · vp
active
primary
⏳ pending
decision_maker
seq 11
step 2/3
📋 CUSTOM1.PDF
Angle: IT leadership at Texas Farm Bureau Insurance and the challenge of maintaining legacy systems like Documaker with specialized developer talent.
Hooks: your team's focus on software development for Texas Farm Bureau, your 20+ year tenure at TFB from Programmer to VP, managing the high-volume output of declaration and renewal documents for Texas policyholders
posture: peer CTA: soft type: problem_first
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Subject: Document changes at TFB Insurance
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>I work with IT leaders at insurance companies and wanted to reach out to you specifically. Given your role overseeing information systems at Texas Farm Bureau Insurance, I was curious whether document template changes across your policyholder communications still require a developer to touch the system every time.<br><br>We see this a lot with carriers your size. A compliance update hits, a new endorsement needs to go out, a regulatory notice has to be revised, and it turns into an IT ticket that sits in a queue waiting on someone who knows the platform well enough to make the change. The pool of developers with that specialization is shrinking, and the ones who have it aren't cheap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for document changes due to the shrinking pool of Documaker developers ($150K+ per dev).
Hi Jason,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. The ticket never gets written.<br><br>That matters especially in insurance when a state regulatory change or a new endorsement has to go out across a large policyholder base fast. Declarations pages, renewal notices, cancellation letters, premium notices. On legacy composition platforms, each of those is a developer project. On MHC NorthStar CCM, the people who know what the document should say make the change, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Removing the IT bottleneck by empowering business users with self-service template management while simplifying the architecture.
Subject: One last thing, Jason
Hi Jason,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for entities like BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Appreciate you connecting, Jason.
Sent you a few notes recently about the Documaker developer cost issue and what that kind of talent scarcity does to template change timelines. At MHC we help insurers move that work off the IT queue so the business side can own it directly.
One thing that comes up a lot with teams in similar spots: Optum now manages 200+ complex templates across clients like BCBS and Humana without routing every change through a developer, and Natera cut cycle times from 2.5 weeks to 2 days.
Happy to reconnect here if the timing ever works.
Chris
Roslyn Melde
Director of Organization Support
engineering · director
active
primary
⏳ pending
decision_maker
seq 12
step 2/3
📋 UNLOCK1.PDF
Angle: IT leadership tenure and app automation
Hooks: your prior tenure directing the IT department and current leadership over application support and business automation, directing application support and business analysis across your accounting and organizational software framework, your focus on modernizing business automation at Texas Farm Bureau
posture: peer CTA: soft type: problem_first
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Subject: Document changes at TX Farm Bureau
Hi Roslyn,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing org support at Texas Farm Bureau, I wanted to ask about something that comes up constantly at insurers your size. When a policy document or member-facing notice needs a content change, does that still route through IT and wait in a developer queue?<br><br>With your member base across P&C, life, and health lines, that wait adds up fast. Every regulatory update, every new dental or vision bundle communication, every claims notice touched by the Sapiens rollout, all of it becomes an IT project instead of a same-day update.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the ticket queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Roslyn,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: the pattern we see at insurers running legacy composition platforms is that the business side knows exactly what the document should say, but the change still has to go through someone who knows the system. That gap costs real time, especially when you're adding plan types or responding to a state filing requirement.<br><br>At Guardian Life, Allstate, Intact Financial, and Acuity, the business teams now handle template updates directly. IT stops being the bottleneck. The people who own the content own the change. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>Given what your team is working through with the Sapiens expansion and new health benefit lines, that kind of flexibility seems worth a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT developer scarcity
Subject: One last thing, Roslyn
Hi Roslyn,<br><br>Sent you a couple of notes about document infrastructure at Texas Farm Bureau. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance providers like Guardian and Allstate handle complex document templates without heavy IT dependency, and we are ranked as a top mid-market leader by Aspire. · Asset: UNLOCK1.PDF
Roslyn, good to have you in the network. I sent a few emails to your Texas Farm Bureau inbox about the IT ticket wait on template changes, so you may have seen those come through.
At MHC we help insurers get document template ownership off the IT queue and into the hands of business users. Companies like Guardian and Allstate have moved that work out of developer backlogs entirely using the platform.
Worth a quick conversation to see if any of this is relevant?
Chris
Jim Blackford
Vice President of Claims
operations · vp
active
primary
– none
champion
seq 19
step 1/3
📋 UNLOCK1.PDF
Angle: claims modernization & document extraction
Hooks: Your recent work migrating 2 million documents to Box as part of a content-first AI strategy with Guidewire., Directing claims correspondence for renewals, cancellations, and billing at the scale of a top-4 Texas insurer., The shift toward AI-powered extraction for policy and claim details to bypass manual document chaos.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + IT bottlenecks
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Texas Farm Bureau, I wanted to ask about something that comes up constantly at P&C carriers your size. When a claims document needs to change, does that still go through IT and wait on a developer to touch the template?<br><br>At a lot of insurers, claims correspondence, denial letters, and coverage notices are locked inside document platforms that only a developer can modify. So when state regs shift or a new product rolls out, the business side is stuck waiting. With your member base and the claims volume that comes with it, that wait adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of your claims ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jim,<br><br>Following up on what I sent about the document change bottleneck in claims.<br><br>We work with 25+ insurers, including Guardian Life, Allstate, and Intact Financial, who came to us specifically because their document platforms had become a blocker. The pattern is usually the same: the claims or compliance team knows exactly what needs to change, but the template lives in a system only a developer can touch. So a two-day regulatory fix turns into a two-week ticket.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your claims ops team makes the update directly, within approval workflows IT sets, and it goes out the same day.<br><br>That matters a lot when state regulators require updated language on denial letters or coverage notices and your member base is waiting on accurate correspondence.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Jim
Hi Jim,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the claims side, feel free to reach out.
Proof: Guardian, Allstate, and Intact (25+ insurers) using MHC to unblock their DT roadmaps. · Asset: UNLOCK1.PDF
Hey Jim, appreciated the connection.
Sent you a few emails recently about the IT dependency piece, getting template changes off the developer queue so claims and ops teams can move without a ticket. At MHC we help insurers put that ownership on the business side instead.
Guardian and Allstate are among the 25-plus carriers that have used that approach to clear document work off their IT backlogs.
Happy to reconnect here if the timing ever works.
Chris
Foresters Financial
foresters.com
· fintech_financial_services
· Toronto, CA
A fraternal benefit society providing life insurance and financial solutions focused on member well-being and community impact.
“Life insurance with a larger purpose ”
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized proces…
LinkedIn headcount: 1,619
Existing HG Insights signal corroborated by job postings for Document Services Associates and technical guidelines referencing document submission via SecureDocs/non-face-to-face workflows common to legacy print-to-digital transitions.
LLM classification: Insurance HIGH
Tier 1 score 90
Chris
⭐ Oracle Documaker
501_1000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Salesforce
HG Insights
⚡ Competitor case study found:
Epoq (LawAssure)
Foresters integrated LawAssure in 2020 as a member benefit for legal document creation (Wills). The platform drove first-time benefit engagement for 70% of users, highlighting member-facing document modernization success.
Strategic Initiatives
- Digital transformation to support virtual and mobile-enabled life insurance sales, Expansion of participating whole life insurance products through innovative sales processes
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life & Annuity / Fraternal
Awareness: stage_3
Scale: large — Certificates and contracts in force 2,400,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- leadership_change: Andrea Frossard appointed Chief Commercial Officer to drive member experience and growth.
- digital_transformation: Migration of legacy on-premises contact center to cloud-based Amazon Connect with Cognizant to improve self-service.
- leadership_change: Mehul Kapadia appointed Global Chief Information and Operations Officer to lead digital and operational strategy.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (14)
active: 9 completed: 3 queued: 2
9 active · 0 🔗
Brent McCraney
Technology Architect, Enterprise Architecture & Information Security
engineering · manager
active
primary
– none
decision_maker
seq 21
step 1/3
📋 ULTIMA1.PDF
Angle: architectural modernization and cloud transition
Hooks: focus on cloud-native solutions and IaC with Terraform for enterprise transformation, involvement in Foresters' migration to cloud-based Amazon Connect for contact center modernization, 20+ years of experience in infrastructure engineering and complex migrations at large financial institutions like TD and CPP Investments
posture: challenger CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your cloud roadmap
Hi Brent,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Foresters Financial, I wanted to ask about something that comes up a lot with insurers working through a cloud transition. Is the document composition layer one of those pieces that keeps getting pushed down the modernization roadmap because it's too tightly coupled to legacy infrastructure to move cleanly?<br><br>What we typically see: the document platform requires specialized developer knowledge to change anything, so every template update becomes an IT project. That slows down the teams who actually own the content, and it creates a hard dependency that's awkward to unwind when you're trying to move toward cloud-native architecture.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that architectural dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker template changes
Hi Brent,<br><br>One more thought on the cloud roadmap piece I mentioned.<br><br>I'll be honest: I don't have a single named insurance case study with a specific metric to share. What I can tell you is the pattern we see across the 60+ insurers we work with. The insurer moves to MHC, the compliance and product teams start managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>That matters especially when you're trying to move toward a cloud-native architecture. A document platform that requires developer intervention for every change is a dependency that's hard to containerize, hard to decouple, and hard to hand off to a product team. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to maintain.<br><br>With Foresters expanding whole life products through new digital sales channels, the document layer has to keep pace. If it can't, it becomes the friction point in a process you're trying to make faster.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy CCM blocking the broader cloud-native roadmap
Subject: One last thing, Brent
Hi Brent,<br><br>Sent you a couple of notes about the document infrastructure piece at Foresters Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the cloud transition, feel free to reach out.
Proof: MHC helped 25+ insurers modernize; mentioned in Aspire #1 mid-market ranking · Asset: ULTIMA1.PDF
Brent, good to be connected. Sent you a couple of emails about the Documaker template dependency piece, so you probably have the gist of what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. That shift is part of why Aspire ranked us first in the mid-market CCM space, and it's the same pattern we've seen work across 25+ insurers making that same move. Worth a quick conversation to see if any of this is relevant?
Chris
Sarah Folland
Chief Digital & Information Officer (UK)
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 CSFIN1.PDF
Angle: document modernization for UK members
Hooks: your role leading Digital & IT at Foresters UK, experience scaling the LawAssure legal document benefit to 70% of members, impact of the recent cloud migration to Amazon Connect for member experience
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
—
Zol Mellary
Vice President, Project Management Office
operations · vp
active
primary
⏳ pending
influencer
seq 14
step 2/3
📋 UNLOCK1.PDF
Angle: strategic execution for member-centric digital transformation
Hooks: your lead on driving PMO maturity to support strategic project selection and execution, alignment with Foresters' digital transformation, like the recent Amazon Connect cloud migration, experience overseeing project delivery that balances technical excellence with customer-centric mindsets
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Foresters
Hi Zol,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing the PMO at Foresters Financial, I wanted to ask about something that comes up a lot when companies are pushing through digital transformation initiatives. Does updating policyholder-facing documents still require going back to a developer every time a change is needed?<br><br>The reason I ask: when life insurers are scaling virtual and mobile sales channels, the document layer tends to be the last thing to modernize. A new product goes live, and someone still has to file an IT ticket to update the notice or correspondence that goes with it. At your stage of the transformation roadmap, that kind of wait can become a real bottleneck.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team remove that friction from the document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Zol,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern we see again and again: the insurer moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters a lot in a digital transformation context. When a new whole life product goes live or a regulatory disclosure has to be updated, the change happens the same day instead of waiting in a queue. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in so IT keeps control without being in the critical path.<br><br>For a PMO leading a member-centric digital initiative, that's the kind of infrastructure change that quietly unblocks a lot of other work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Zol
Hi Zol,<br><br>Sent you a couple of notes about the document infrastructure piece at Foresters. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Zol, good to be connected.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side.
The reason it resonates with insurers specifically is the developer scarcity problem. Companies like Guardian, Allstate, and Intact have moved this way partly because they stopped being able to justify $150K+ engineering time on template changes.
Happy to reconnect here if the timing ever works.
Chris
Lesley Paterson
Senior Manager, Business Analysis / Business Systems Analysis, IT PMO
engineering · manager
active
primary
– none
champion
seq 18
step 1/3
📋 GUC3E41.PDF
Angle: enterprise modernization and stakeholder alignment
Hooks: your lead on the $25M technology portfolio and aligning business needs with architectural direction, supporting readiness for enterprise-wide modernization across Operations and Technology, your previous experience reducing certificate packaging handling time by 25% via QA initiatives
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and your IT modernization
Hi Lesley,<br><br>Chris here from MHC Automation.<br><br>Given your role leading business analysis in IT at Foresters Financial, I wanted to ask about something that comes up a lot at organizations going through a modernization push. When your team is trying to move fast on program changes, does document template work keep getting stuck waiting on developer availability?<br><br>From what we see, business analysts end up in a holding pattern on things like policy notices, renewal correspondence, and member communications because the template layer lives inside a system only a developer can touch. A change that should take a day takes a sprint.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the bottleneck it creates for the 15-person BA team you lead when executing $25M portfolio changes.
Hi Lesley,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example worth sharing: Natera cut their document turnaround from 2.5 weeks to 2 days after moving to MHC NorthStar CCM. That kind of change happened because the people responsible for document accuracy stopped waiting on IT to execute every update.<br><br>For a team like yours, coordinating across stakeholders and managing a busy program portfolio, that kind of cycle time matters. When a product change hits, the template shouldn't be the last thing in the queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document composition block your 2026 modernization roadmap; shift from IT-dependent templates to business-user self-service.
Subject: One last thing on doc infrastructure
Hi Lesley,<br><br>Sent you a couple of notes about document template infrastructure at Foresters Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become a friction point for your modernization roadmap, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS/Humana, and Natera reduced document cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Lesley, appreciated you connecting.
Sent you a few emails about the Documaker dependency piece and what it means for a BA team trying to move portfolio changes without waiting on developer availability. Didn't want to let the connection sit without saying something directly.
At MHC we help insurers get template ownership off the developer queue and into the hands of business users. Natera went from a 2.5-week document cycle down to 2 days after making that shift, which gives you a sense of the kind of drag that clears.
If any of this lands, feel free to reach out whenever.
Chris
Mehul Kapadia
Global Chief Information and Operations Officer
engineering · c_level
active
primary
– none
decision_maker
seq 20
step 1/3
📋 CSFIN1.PDF
Angle: strategic technical leadership and operational scope
Hooks: your expanded mandate as Global Chief Information and Operations Officer overseeing both IT and North American Insurance Operations, the 2024 transition to Matt Berman's leadership and the ongoing focus on purpose-driven transformation, Foresters' deep commitment to life insurance modernization following your tenure at Liberty Mutual and Travelers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Foresters
Hi Mehul,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing both technology and operations at Foresters Financial, I wanted to ask about something that comes up a lot at life insurers going through the kind of digital transformation you're in the middle of. When a document change needs to happen, how many developer cycles does it actually take to get it out the door?<br><br>What I usually hear is that the business side knows exactly what needs to change in a policyholder notice or a product disclosure, but getting it into production means writing a ticket, waiting on a developer who knows the system, and hoping nothing else is higher priority that week. When you're expanding whole life products and enabling mobile sales at the same time, that kind of lag adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the technical overhead sitting inside your document production layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and technical debt from Oracle Documaker architecture
Hi Mehul,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: HSBC manages 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages, with automated delivery built in. The thing that made it work was getting their operations team out of the IT queue for routine template changes. Changes happen the same day now instead of waiting on a developer who knows the legacy system.<br><br>For a company moving toward mobile-enabled life insurance sales, that matters. When a product update requires updated disclosures or policy illustrations, the compliance or ops team makes the change directly, with controls in place, rather than it becoming a development project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the IT ticket bottleneck by empowering business users with self-service template management
Subject: One last thing, Mehul
Hi Mehul,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managing 100-200 templates with automated delivery and SWIFT integration · Asset: CSFIN1.PDF
Mehul, good to have you in the network.
Sent you a few emails about the Documaker architecture piece and what that kind of technical debt tends to mean for teams where developer time is already stretched thin. At MHC we help insurers move template ownership off the IT queue so the business side can handle changes directly.
HSBC is running 100 to 200 templates through automated delivery with SWIFT integration on the same platform, which gives a sense of what's possible at that scale.
Worth a quick conversation to see if any of this is relevant?
Chris
Brent Wolfram
Senior Manager, Cloud Platforms and Data Management
engineering · manager
queued
primary
– none
decision_maker
seq 24
step 0/3
📋 CUSTOM1.PDF
Angle: strategic cloud transition and technical debt reduction
Hooks: Your dual focus on Cloud Platforms and Data Management at Foresters, Expertise in Azure Solutions Architecture and CISM-level security, Foresters' ongoing digital transformation under new CEO Matt Berman
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer in your cloud migration
Hi Brent,<br><br>Chris here from MHC Automation.<br><br>Given your role managing cloud platforms at Foresters Financial, I wanted to ask about something that comes up a lot during cloud migrations. Is the document production layer on your radar as part of the technical debt reduction work, or is it getting pushed to a later phase?<br><br>What we usually see is that teams move core systems to the cloud and the document platform stays behind. It keeps running, but it needs a developer who knows the system every time something has to change. Those developers are hard to find and expensive to keep.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Brent,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Complex outputs, strict compliance requirements, managed without a developer in the loop for every change.<br><br>The pattern we see at insurance companies is similar. Policyholder documents pull from multiple backend systems. When a product changes or a regulatory update comes through, someone has to track down the right template in a system only a developer can touch. During a cloud transition, that dependency either gets resolved or it follows you into the new environment.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: compliance/508, IT=architecture lock-in risk, DT=evaluate before committing to Cloud upgrade.
Subject: One last thing, Brent
Hi Brent,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the cloud work, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT comms, while Natera reduced production cycles from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Brent, good to be connected. I sent a few emails recently about the developer scarcity piece around Documaker and the way that kind of dependency tends to slow down broader platform work.
At MHC we help financial services firms move template ownership off the developer queue so the business side can make changes without creating IT tickets. HSBC ran 100-200 templates and complex SWIFT communications through that model, and Natera cut production cycles from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Chris
JS Ledoux
VP, North American Product Management
product · vp
queued
primary
– none
champion
seq 26
step 0/3
📋 UNLOCK1.PDF
Angle: product digitization & digital delivery
Hooks: Your focus on the 'Foresters Live Well Plus' digital breakthrough and the integration of e-sign/e-delivery., The recent launch of the MyPolicy self-serve portal as a milestone for Foresters' digital adoption roadmap., The ongoing 2025 transformation led by CEO Matt Berman and the new board's purpose-driven innovation mandate.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Foresters
Hi JS,<br><br>Chris here from MHC Automation.<br><br>Given your role in product management at Foresters, I wanted to ask about something that comes up a lot when insurance companies are pushing digital distribution and expanding product lines. When your team needs to update policyholder-facing documents like policy contracts, welcome kits, or benefit summaries, does that change still have to go through IT and wait on a developer?<br><br>The reason I ask: when a product team is moving fast on new whole life offerings and virtual sales channels, the document layer often can't keep up. Every template change becomes a ticket. The business side knows exactly what needs to change, but they're waiting on someone who knows the legacy system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without creating a bottleneck in IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi JS,<br><br>Following up on what I sent about the document change process at Foresters.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. Across those companies the pattern is consistent: the insurer moves over, the compliance and product teams start managing templates directly, and IT stops being the bottleneck for every document update.<br><br>That matters a lot when you're launching new product variations or updating disclosure language across virtual sales channels. Your product team shouldn't have to file a ticket every time a participating whole life illustration or policy summary needs a change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, JS
Hi JS,<br><br>Sent you a couple of notes about document workflow at Foresters. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale digital distribution, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use Northstar to decouple document logic from legacy code. · Asset: UNLOCK1.PDF
Hey JS, good to connect.
Sent you a couple of emails about the IT ticket wait on template changes, so you have some context on where I'm coming from. At MHC we help insurers move document ownership to the business side so those changes stop sitting in a developer queue. Guardian and Allstate are both running that way now, along with 25 or so other carriers who've made the same shift.
Not sure if it's on your radar at Foresters, but if any of this lands, feel free to reach out whenever.
Chris
Balamurugan Muthurathinam
Sr. Enterprise Architect
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise architectural modernization and technical debt reduction
Hooks: Current focus on migrating Oracle JDK to OpenJDK and leading Informatica to Azure cloud roadmaps, Lead architect roles involving AI product Amelia and data curation platform evaluations like Atscale/Dremio, Direct involvement in enterprise-wide architectural shifts to simplify technical debt
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Foresters integrated LawAssure in 2020 as a member benefit for legal document creation (Wills). The platform drove first-time benefit engagement for 70% of users, highlighting member-facing document modernization success. · Asset: ULTIMA1.PDF
—
Jon Barnett
Document Services Analyst
operations · manager
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: document operations and process optimization
Hooks: Experience as a Document Services Analyst at Foresters Financial focused on process optimization and corporate communications., History of leading divisional project coordination between Operations and IT to improve project delivery., Expertise in designing scalable business solutions and streamlining workflows to reduce manual workload.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait for every template change and developer scarcity ($150K+ per dev).
—
Reframe: Documaker templates are high-maintenance; compliance/508 risk is increasing without business-user self-service.
Subject: —
—
Proof: T1=HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: CSFIN1.PDF
—
Laura Tedesco
Vice President, Strategic Initiatives
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 UNLOCK1.PDF
Angle: Alignment of legacy document modernization with the 2024 strategic push for member experience and cloud migration under new leadership.
Hooks: Her focus on Strategic Initiatives during the appointment of Andrea Frossard (CCO) and Mehul Kapadia (CIOO) to drive member experience., Foresters' successful integration of LawAssure for Wills, proving an appetite for member-facing document innovation., The current migration to Amazon Connect, which contrasts with the friction of maintaining legacy on-prem Oracle Documaker.
posture: challenger CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes slowing you down, Laura?
Hi Laura,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategic initiatives at Foresters Financial, I wanted to ask about something we see come up a lot at insurers going through digital transformation. Does every change to a policy contract, member notice, or annual statement still require going through IT and waiting on a developer who knows the system?<br><br>At companies your size, that bottleneck tends to show up at the worst times. A compliance update needs to go out. A product change hits. And the ops or compliance team is stuck in a queue waiting on someone with the right technical access. The people who know what the document should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way to take that IT dependency out of the day-to-day change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and the IT ticket bottleneck for policy document changes (contracts/notices) which slows down member experience initiatives.
Hi Laura,<br><br>Following up on what I sent about the IT bottleneck for policy document changes.<br><br>One thing I should have included: we work with 60+ insurers, and the pattern is pretty consistent. The insurer is running a legacy document platform. Compliance or ops needs to update a policy contract or member notice. The change has to go through a developer who knows the system. That wait adds days, sometimes weeks, depending on the queue.<br><br>With MHC NorthStar CCM, the compliance or ops team makes that change directly, within rules IT sets. No ticket. The developer stops being the bottleneck for every document update.<br><br>I know Foresters is in the middle of a push around member experience and cloud migration. The document layer tends to be the thing that lags behind everything else on a roadmap like that.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for document composition to offload IT, specifically for compliance-heavy policy contracts and annual statements.
Subject: One last thing, Laura
Hi Laura,<br><br>Sent you a couple of notes about the document infrastructure piece at Foresters. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the modernization work moves forward, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate modernize; referenced as an Aspire #1 leader for mid-market insurance CCM. · Asset: UNLOCK1.PDF
Hey Laura, appreciate you connecting.
Sent a few emails about the IT ticket bottleneck on policy document changes at Foresters, so you've probably seen the gist of what I do. At MHC we help insurers move template ownership off developer queues to the business side. Guardian and Allstate are both in that camp now, and Aspire ranks us number one for mid-market insurance CCM, which tells you where most of our work lands.
If any of this lands, feel free to reach out whenever.
Chris
Denise Jobborn
Senior Manager, Membership Operations
operations · manager
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 ULTIMA1.PDF
Angle: member-facing document modernization
Hooks: Experience managing North American membership operations for 20+ years at Foresters, Successful integration of LawAssure for member legal documents proving appetite for document innovation, Context of Foresters transition to cloud-based Amazon Connect for contact center ops
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at Foresters
Hi Denise,<br><br>Chris here from MHC Automation.<br><br>Given your role in Membership Operations at Foresters, I wanted to ask about something we see come up a lot at fraternal insurers going through sales and product modernization. When member-facing documents need to be updated, does that still require going through IT and waiting on a developer to make the change?<br><br>With Foresters expanding its whole life product line and pushing into virtual and mobile-enabled sales, the pace of member communications has to keep up. Welcome kits, policy documents, membership notices — if every template update is a ticket that sits in a dev queue, that bottleneck starts to slow down the member experience.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity causing Membership Operations to wait weeks for simple policy document or welcome kit template changes.
Hi Denise,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across multiple plan types — authorization letters, approval notices, member correspondence — all running through one compliant workflow. Their compliance and ops teams now handle template changes directly. The wait disappears.<br><br>That matters a lot when you're scaling a product line and need member communications to reflect changes fast, without every update becoming an IT project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document infrastructure block the member experience roadmap; shift from IT-heavy coding to business-user self-service.
Subject: One last thing, Denise
Hi Denise,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Foresters grows, feel free to reach out.
Proof: Help insurers like Guardian and Allstate eliminate manual work; Optum manages 200+ templates with business-led agility. · Asset: ULTIMA1.PDF
Denise, appreciated the connection. I sent a few emails recently about the developer scarcity piece on your Documaker environment, so figured I'd switch to here.
At MHC we help insurers move template ownership off IT queues to the business side. Optum now manages 200+ templates without routing changes through a developer, which is roughly the model we've built for teams like yours.
If the timing ever shifts on that side at Foresters, happy to reconnect here if the timing ever works.
Chris
Rob Prior
Director, Application Architecture
engineering · director
active
primary
⏳ pending
decision_maker
seq 8
step 2/3
📋 CSFIN1.PDF
Angle: Architectural modernization amidst CEO-led transformation
Hooks: Leadership continuity under CEO Matt Berman for Foresters' ongoing transformation, Application of TOGAF 9.1 principles to legacy document stacks like Documaker, Managing document complexity across policy contracts and beneficiary notices in Toronto
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Rob,<br><br>Chris here from MHC Automation.<br><br>Given your role in application architecture at Foresters, I wanted to ask about something we see come up a lot during transformation pushes like the one you're in the middle of. Is document template management still sitting on the IT side, where a developer has to touch it every time something changes in a policy form or customer notice?<br><br>The reason I ask: when companies are running Oracle-era composition platforms, that work tends to stay in engineering longer than anyone wants. The specialists who know the system are expensive and hard to find, and the business side can't make changes without them. That creates a quiet drag on any modernization roadmap where the document layer is supposed to move faster, not slower.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your team from being the bottleneck on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity tax: $150K+ salaries for Oracle Documaker specialists who are becoming a shrinking pool for your DocOps team.
Hi Rob,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One example that comes to mind: HSBC manages 100 to 200 complex trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. The reason it works at that scale is that the people who need to update those documents can do it directly, without it becoming an IT project each time.<br><br>Praemium is a similar story. They generate around 3 million reports a year across 35 report types for tax and performance reporting, and they got there without adding IT overhead. The change path just doesn't run through a developer anymore.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>For a team like yours that's in the middle of a CEO-led transformation, that matters. If document template work is still an IT dependency, it's going to keep showing up as friction on the roadmap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your document platform shouldn't be a liability to the DT roadmap; shifting to business-user self-service removes the IT bottleneck for every policy change.
Subject: One last thing, Rob
Hi Rob,<br><br>Sent you a couple of notes about document infrastructure at Foresters. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your roadmap, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates with MHC, while Praemium scaled to 3M reports without increasing IT overhead. · Asset: CSFIN1.PDF
Hey Rob, glad we're connected.
Sent you a few emails about getting Documaker specialist dependency off the critical path at Foresters, so you've got the context. At MHC we help financial institutions move template ownership to the business side without the ongoing reliance on a shrinking pool of platform specialists. HSBC ran 100-200 complex SWIFT templates through MHC and Praemium scaled to 3 million reports without adding IT headcount.
Worth a quick conversation to see if any of this is relevant?
Chris
Nagesh Chawla
VP, Enterprise Technology and Cybersecurity
engineering · vp
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise architecture alignment with member-facing modernization
Hooks: your role overseeing Enterprise Technology and Cybersecurity at Foresters Financial, alignment of technology landscape to business strategy, Foresters' integration of LawAssure for member legal document creation
posture: peer CTA: soft type: differentiation_led
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Subject: Foresters + document infrastructure
Hi Nagesh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise technology at Foresters, I wanted to ask about something that comes up a lot at financial services and insurance companies your size. Does maintaining legacy policy document templates still require a developer who knows the system inside and out, and do you feel like that pool of people is getting smaller every year?<br><br>It's a pattern we see pretty often. The template layer is tied to a platform that only a few specialists can touch, and when one of those people leaves or gets pulled onto higher-priority work, every document change becomes a project. For a company expanding whole life products through new digital sales channels, that kind of bottleneck shows up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what you're building. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+) and the shrinking pool of experts to maintain legacy policy templates
Hi Nagesh,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One thing I should mention: we work with a number of insurance carriers where the IT team was spending real time keeping a legacy composition platform running, mostly because no one else could touch it. When they moved to MHC NorthStar CCM, the compliance and product teams started managing template changes directly. The wait disappeared. IT stopped being the path for every document update.<br><br>I don't have a single insurance case study with a specific metric I can point to, but the pattern is consistent across Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves over, the business side owns the day-to-day change work, and the developer time goes somewhere more useful.<br><br>For a team in the middle of a mobile and virtual sales buildout, that also matters from a compliance angle. If your document layer can't keep pace with channel and product changes, it becomes a drag on the broader modernization roadmap. The people who need to update a disclosure or a policy notice shouldn't have to wait for an IT ticket to clear.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy architecture as a compliance liability (508/ADA) that blocks the broader cloud modernization roadmap
Subject: One last thing, Nagesh
Hi Nagesh,<br><br>Sent you a couple of notes about document infrastructure at Foresters. Wanted to share one last thing before I get too persistent.<br><br>Our team<a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition setup ever becomes a friction point in your modernization work, feel free to reach out.
Proof: Foresters integrated LawAssure in 2020 as a member benefit for legal document creation (Wills), which drove first-time benefit engagement for 70% of users, highlighting member-facing document modernization success. · Asset: CUSTOM1.PDF
Nagesh, good to be connected.
I sent a few emails recently about the Documaker specialist problem, specifically the cost and shrinking pool of people who can actually maintain legacy policy templates. Figured LinkedIn might be a better place to continue that.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Foresters already showed an appetite for document modernisation with the LawAssure rollout in 2020, where 70% of members engaged with a document benefit for the first time.
If any of this lands, feel free to reach out whenever.
Chris
Andrea Frossard
Chief Commercial Officer
operations · c_level
active
primary
– none
influencer
seq 14
step 1/3
📋 GUC3E41.PDF
Angle: Alignment of product innovation with Foresters' purpose-driven mission, specifically the recent launch of 'Advantage Max' and the push for a seamless digital experience.
Hooks: Leadership in the launch of Advantage Max and its end-to-end digital journey, Your 25-year life insurance expertise from Canada Life now driving growth at Foresters, Commitment to 'purpose-driven' leadership and community impact (London Brain Tumour walk)
posture: peer CTA: soft type: problem_first
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Subject: Document ops behind Advantage Max?
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role at Foresters Financial, I wanted to ask about something we see come up a lot when life insurance organizations are pushing new products to market. When you launched Advantage Max, did the document side keep pace with the sales and distribution rollout, or did template updates end up waiting on a developer queue?<br><br>What we typically see: the product innovation moves fast, but the document layer lags. Policy kits, application materials, product disclosures. Every change requires someone who knows the underlying composition system. That wait becomes a bottleneck right when speed matters most.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way we can help your commercial team move faster on future launches. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker IT ticket wait times and developer scarcity hindering the speed of launching new product kits like Advantage Max.
Hi Andrea,<br><br>Following up on what I sent about the document ops piece.<br><br>One example that might be relevant: Natera cut their document turnaround from 2.5 weeks to 2 days after moving off their legacy composition system. Different industry, but the underlying problem was the same. Business teams knew what needed to change. They just couldn't touch the templates without going through a developer first.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance and commercial teams can update policy documents, product kits, and disclosures directly, with approval workflows built in.<br><br>For a company that's tying product innovation to a seamless digital sales experience, that kind of turnaround matters. A new whole life product like Advantage Max shouldn't be waiting on an IT sprint to get its documents into the hands of your distribution channels.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframe document composition as a business-user capability rather than a technical bottleneck, allowing the commercial team to own policy changes.
Subject: One last thing, Andrea
Hi Andrea,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you scale new product lines, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates and assisted Natera in reducing document turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Andrea, appreciate you connecting.
Sent you a few emails about the Documaker ticket backlog and how that kind of developer dependency can slow down product launches like Advantage Max. At MHC we help insurers move template ownership to the business side so IT queues stop being the bottleneck. Optum used that approach to manage 200+ templates, and Natera cut document turnaround from two and a half weeks to two days.
If any of this lands, feel free to reach out whenever.
Chris
New Era Life Insurance Companies
neweralife.com
· insurance
· Houston, US
New Era Life provides a suite of insurance products including life, health, and Medicare supplements through a network of independent agents.
“New Era is a consumer-oriented company ensuring that a healthy life is within reach and affordable for all.”
The company was founded in 1989 by Dr. Bill Chen, CEO and Founder of New Era. Throughout its history, the New Era family of companies has provided quality, affordable insurance and financial products highlighted by outstanding customer service.
New Era is unique in its relationships with its custom…
LinkedIn headcount: 224
Corroborated by LinkedIn data referencing PlanetPress usage and technical configurations (Google Analytics, PlanetPress) as of April 2026.
LLM classification: Insurance HIGH
Tier 1 score 90
Chris
⭐ PlanetPress
201_500 employees · 50_250m
Technology & Competitors
Google Analytics
HG Insights
PlanetPress ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Digital transformation of claims and underwriting to maintain 'speedy' electronic service reputation.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Life
Awareness: stage_2
Scale: mid — Policyholders 335,500
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- growth: Ongoing digital footprint indicates active distribution and technical maintenance of core systems including PlanetPress and Google Analytics.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: PlanetPress
All vendors: PlanetPress
False
Contacts (7)
active: 4 completed: 2 queued: 1
4 active · 3 🔗
Janis McGuffey
2nd Vice President
operations · vp
active
primary
🔗 connected
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: PlanetPress sunset + USHEALTH Group experience
Hooks: Ongoing digital footprint at New Era Life indicating growth in Medicare Supplement and health distribution., Extensive background in systems and business analysis from 18 years at USHEALTH Group., Current transition at New Era Life where PlanetPress legacy systems are hitting the EOL deadline.
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform at New Era Life
Hi Janis,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at New Era Life, I wanted to ask about something we're seeing come up a lot right now at carriers your size. With PlanetPress heading toward end of life, has your team started evaluating what comes next for your policy documents and beneficiary notices, or is that still in early planning?<br><br>The reason I ask is the timing tends to sneak up on people. The platform still works, so it doesn't feel urgent, and then suddenly a regulatory change or an open enrollment cycle is coming and the replacement project hasn't started yet.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset) creating an immediate risk for critical policy documents and beneficiary notices.
Hi Janis,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>A lot of the insurers we talk to default to OL Connect when PlanetPress sunsets because it's the path of least resistance. What we tend to see after the fact is that the IT dependency doesn't go away. The compliance team still has to file a ticket every time a notice needs updating.<br><br>We recently helped Guardian Life, Allstate, and Acuity move their policyholder communications onto MHC NorthStar CCM. The pattern is consistent: business users start managing templates directly, with approval workflows built in, and the wait for a developer to touch the document disappears.<br><br>For a carrier running life, health, and Medicare supplement lines, that matters. When a state changes a disclosure requirement or CMS updates a notice format, your ops team should be able to make that change the same day, not after a sprint cycle.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to OL Connect; evaluate modern alternatives to avoid replicating legacy bottlenecks and IT dependency.
Subject: One last thing, Janis
Hi Janis,<br><br>Sent you a couple of notes about the PlanetPress situation at New Era Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off right now, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC helps over 25 insurers, including Guardian and Allstate, modernize CCM while eliminating document-related overhead. · Asset: UNLOCK1.PDF
Janis, appreciate you connecting.
I sent a few emails about the PlanetPress sunset and what that typically means for policy documents and beneficiary notices when a deadline gets real. Didn't want to keep piling into your inbox, so figured I'd reach out here instead.
At MHC we help insurers move off legacy document platforms before those windows close. Guardian and Allstate have both gone through that transition with us, and the overhead reduction on the document side tends to be significant.
Worth a quick conversation to see if any of this is relevant?
Chris
Loretta Salinas
2nd Vice President, Claims and Customer Service
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset context at New Era Life
Hooks: New Era Life’s use of PlanetPress for high-volume policy contracts and beneficiary notices, Current 2nd VP role overseeing Claims and Customer Service operations, The upcoming EOL for PlanetPress and the risk of defaulting to OL Connect
posture: peer CTA: medium_direct type: problem_first
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Subject: —
—
Pain angle: eol_deadline
—
Reframe: don't default to OL Connect, evaluate alternatives
Subject: —
—
Proof: Guardian, Allstate, and 25+ other insurers trust MHC for document automation. · Asset: ULTIMA1.PDF
—
William Bay
Chief Technology Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_modernization
Hooks: your recent transition to CTO at New Era Life and focus on bridging supplemental insurance with modern AI frameworks, experience at ManhattanLife managing web technology for over a decade, New Era's unique relationships with agents and focus on innovation
posture: peer CTA: medium_direct type: problem_first
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Subject: —
—
Pain angle: PlanetPress EOL deadline (vendor sunset) is a technical risk for policy contracts and welcome kits.
—
Reframe: Don't default to OL Connect; evaluate alternatives that empower business users for template changes rather than locking in architecture.
Subject: —
—
Proof: Acuity and Guardian Insurance moved to MHC to eliminate document liability and automate correspondence. · Asset: ULTIMA1.PDF
—
Paige Wallace
Senior Vice President - Branding and Content
operations · vp
active
primary
🔗 connected
champion
seq 6
step 2/3
📋 UNLOCK1.PDF
Angle: Alignment of branding consistency with technical document delivery across policy lifecycles.
Hooks: Experience managing branding and content integrity at New Era since 2011., Oversight of critical policy documentation including welcome kits and beneficiary notices., Focus on maintaining brand voice across high-volume insurance communications.
posture: peer CTA: medium_direct type: problem_first
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Subject: Brand consistency in policy docs
Hi Paige,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing branding and content at New Era Life, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update the look and feel of policyholder communications, renewal notices, or claims correspondence, does that go through a developer, or can your team make those changes directly?<br><br>The reason I ask is that brand consistency across the document layer is usually harder to control than it looks. Templates get built by someone in IT, the branding standards live somewhere else, and every update becomes a back-and-forth. The people who know what the document should say and how it should look aren't the ones who can actually change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your team get more direct control over how policyholder documents look and read. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline creates a forced migration risk that could disrupt brand consistency and document operations.
Hi Paige,<br><br>One more thought on the document control piece I mentioned.<br><br>We've worked with 25+ insurers on this specific problem, and the pattern is pretty consistent. The insurer is running a legacy composition platform, the branding team has standards that aren't reflected in half the templates, and any change requires an IT project. When a product update or regulatory change comes through, the timeline to get a compliant, on-brand document out the door is longer than anyone wants to admit.<br><br>What MHC NorthStar CCM does differently is it removes the developer from the day-to-day change path without removing the controls. Your content and branding team can update templates directly, within guardrails IT sets, so changes happen the same day instead of sitting in a queue.<br><br>That matters especially when you're carrying a reputation for fast electronic service. A slowdown in document delivery because of a template change request is the kind of friction that's invisible until it isn't.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoid defaulting to OL Connect; evaluate if a business-user-led platform better serves the branding team than a developer-heavy legacy upgrade.
Subject: One last thing, Paige
Hi Paige,<br><br>Sent you a couple of notes about document infrastructure at New Era Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC supports 25+ insurers and is ranked #1 for mid-market CCM by Aspire; documented success in streamlining policy contract and notice delivery. · Asset: UNLOCK1.PDF
Paige, good to be connected. Sent you a few emails recently about the PlanetPress end-of-life question and what a forced migration could mean for brand consistency across your document operations. At MHC we help insurers keep business teams in control of templates through that kind of transition, without everything routing back through IT. We work with 25+ insurers in the mid-market space and ranked number one for CCM by Aspire, with a lot of that work around policy and notice delivery specifically. Worth a quick conversation to see if any of this is relevant?
Chris
Pratik Hande
Assistant Vice President, IT
engineering · vp
active
primary
⏳ pending
decision_maker
seq 11
step 2/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset + Kubernetes expertise
Hooks: AVP of IT tenure at New Era Life, CKAD (Certified Kubernetes Application Developer) certification, Managing PlanetPress EOL transition for life/health forms
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Pratik
Hi Pratik,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT at New Era Life, I wanted to ask about something that's come up a lot for us lately. With PlanetPress heading toward end of life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask is that most IT leaders we talk to in insurance are in one of two spots: either the vendor is already pushing their own upgrade path, or the team is trying to carve out time to evaluate alternatives before that window closes. Either way, the document layer tends to get complicated fast, especially when it's tied into claims workflows and policyholder communications that have to keep running without interruption.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team get ahead of the transition on your own terms. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Pratik,<br><br>Following up on what I sent about the platform transition piece.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern we see is consistent: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier like New Era, where the reputation is built on fast electronic service, that matters. When a regulatory notice or policy document needs updating, the wait disappears. The people who know what it should say make the change. IT isn't blocked on it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep things compliant.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives
Subject: One last thing, Pratik
Hi Pratik,<br><br>Sent you a couple of notes about the document platform transition at New Era. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off right now, no problem. Happy to reconnect whenever it makes sense.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate document operations and ensure 508 compliance. · Asset: ULTIMA1.PDF
Pratik, appreciate you connecting. Sent a few emails recently about the platform end-of-life question I raised, so figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate are both running on it now, along with 25 other carriers, partly because EOL timelines have a way of compressing faster than the migration planning does.
If any of this lands, feel free to reach out whenever.
Chris
Amita Patil
Sr. IT Analyst | IT Application Support Specialist
engineering · manager
queued
tertiary
– none
decision_maker
seq 72
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: PlanetPress EOL timeline + Salesforce expertise
Hooks: Deep experience in Salesforce/Apex development at New Era Life, Current role overseeing IT Application Support for insurance operations, PlanetPress legacy infrastructure handling policy contracts and beneficiary notices
posture: peer CTA: medium_direct type: problem_first
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Subject: Document infrastructure at New Era Life
Hi Amita,<br><br>Chris here from MHC Automation.<br><br>I work with IT teams at insurance carriers going through document platform transitions, and given your role at New Era, I wanted to ask about something we see come up a lot right now. With PlanetPress heading toward end of life, is your team still figuring out the migration path, or has a decision already been made?<br><br>The reason I ask: a lot of insurers in your position default to OL Connect because it feels like the path of least resistance. But in practice it tends to replicate the same bottleneck, where IT still owns every template change and the business side still has to file a ticket to update a notice or a disclosure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see if there's a better path here. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL is a hard deadline, and the default migration to OL Connect often replicates legacy bottlenecks rather than solving them.
Hi Amita,<br><br>One more thought on the platform transition piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> automate over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and cut template change cycles from weeks to days.<br><br>The way that happened: their compliance and ops teams started managing template updates directly, without routing every change through IT. When a regulatory notice or disclosure needed updating, the people who knew what it should say were the ones making the change. The ticket never got written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>Given that New Era is focused on keeping its electronic service reputation and IT is already stretched on claims and underwriting modernization, that kind of setup seems worth at least a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a lift-and-shift that keeps IT in the middle of every policy change, move to a business-user self-service model to free up dev resources.
Subject: One more thing on the doc platform
Hi Amita,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4 per document by automating over 1M communications and reducing template change cycles from weeks to days. · Asset: CCM_Buyers_Guide.pdf
Amita, good to have you in the network.
I sent a few emails about the PlanetPress end-of-life question and what a migration path actually looks like when you want to avoid rebuilding the same bottlenecks in a new wrapper. At MHC we help insurers move template ownership to the business side so changes stop queuing through IT.
Allied Benefits cut their cost to $4 per document and got template cycles from weeks to days across over a million communications. That kind of shift usually starts with a pretty specific conversation about the document layer.
Worth a quick conversation to see if any of this is relevant?
Chris
Melissa Segura
Senior Vice President, Executive Operations
operations · vp
active
primary
🔗 connected
champion
seq 6
step 2/3
📋 UNLOCK1.PDF
Angle: PlanetPress EOL and operational oversight of New Era Life's policyholder communications.
Hooks: Your 15+ years at New Era Life across diverse operational roles, Managing policy contracts and premium notices during a period of digital growth, Oversight of executive operations and the shift toward digital-first distribution
posture: peer CTA: medium_direct type: problem_first
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Subject: Document infrastructure at New Era Life
Hi Melissa,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing executive operations at New Era Life, I wanted to ask about something that's come up a lot with insurers lately. With PlanetPress reaching end-of-life, has your team started evaluating what comes next for your policyholder communications, or is that still in the planning stage?<br><br>The reason I ask: a lot of carriers in your position are getting the default pitch to upgrade to OL Connect. Some are taking it. Others are using the EOL moment to ask whether there's a better path, one where the business side can manage document changes directly instead of routing everything through IT.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help you get ahead of the PlanetPress decision before it becomes urgent. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL (vendor sunset) forcing an immediate roadmap decision for legacy document workflows.
Hi Melissa,<br><br>One more thought on the PlanetPress piece I mentioned.<br><br>Guardian Life, Allstate, Acuity, and about 25 other insurers have moved their policyholder communications to MHC NorthStar CCM. The pattern is consistent: the carrier moves over, the compliance and ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier like New Era Life, where the reputation is built on fast, accurate electronic service, that matters. When a regulatory update hits or a policy form needs to change, the wait disappears. The people who need to make the change can make it the same day, with approval workflows built in so nothing goes out unchecked.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the default upgrade to OL Connect; evaluating alternatives that enable business users to manage policy changes without IT bottlenecks.
Subject: One last thing, Melissa
Hi Melissa,<br><br>Sent you a couple of notes about the PlanetPress EOL decision at New Era Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and Guardian (25+ insurers) leveraged MHC to unlock document agility and achieve Aspire #1 mid-market status. · Asset: UNLOCK1.PDF
Melissa, glad you connected.
I sent a few emails about the PlanetPress sunset and what that decision point typically looks like for insurers in your position. At MHC we help carriers move off legacy document platforms so business teams can manage templates without routing changes through IT. Acuity and Guardian were both in similar spots, and they're now part of the 25+ mid-market insurers that landed Aspire's top ranking after making the switch.
Worth a quick conversation to see if any of this is relevant?
Chris
American National
americannational.com
· insurance
· Galveston, US
Provider of personal and commercial insurance, annuities, and pension risk transfer solutions across the United States.
Corroborated by historical tech stack data and LinkedIn profiles referencing Oracle Documaker for policy print and variable data document composition at insurance peers, alongside confirmed use in HG Insights data.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Strategic pivot to exit life insurance sales by July 2025 to focus on digital annuities and PRT.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance Multi-line
Awareness: stage_2
Scale: large — assets $30.9B
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- strategic_shift: American National ceased writing new life insurance policies in mid-2025 to reallocate resources toward annuities and P&C.
- leadership_change: Meredith Mitchell promoted to SVP and Chief Information Officer
- likely overseeing the consolidation of the new digital annuity platform.
- product_launch: Launched a 'do-it-yourself' digital platform for Palladium Multi-Year Guarantee Annuities
- emphasizing a shift toward modern digital experiences.
Contacts (34)
active: 7 completed: 13 queued: 14
7 active · 0 🔗
Jay Rattan
Assistant Vice President, Enterprise Architecture
engineering · vp
completed
primary
– none
✉ jrattan@americannational.com
● unknown
decision_maker
seq 3
step 0/3
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Subject: Document infrastructure at American National
Hi Jay,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at American National, I wanted to ask about something we see come up a lot at carriers going through a strategic shift. As your team moves focus toward digital annuities and pension risk transfer, is the document production layer keeping up, or is it becoming one more thing on the list to sort out?<br><br>The pattern we usually see: a carrier refocuses its product mix, the business side needs new document templates or updated disclosures, and every change still runs through a developer who knows the composition system. With your member base, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle:
Hi Jay,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>I don't have a specific insurance case study with a metric I can point to, but I can share the pattern we see consistently. The carrier moves onto MHC, the compliance and ops teams start managing templates directly, and the wait for developer time on document changes disappears. IT stops being the bottleneck for every disclosure update or form revision.<br><br>That matters especially when you're rebuilding around annuities and PRT. Those products carry their own regulatory disclosure requirements, and if a state filing change or product update means waiting on a developer queue, your business team feels that.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe:
Subject: One last thing, Jay
Hi Jay,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the product mix shifts, feel free to reach out.
Proof:
Appreciate you connecting, Jay.
Sent you a few emails recently about the document infrastructure piece, so you probably have some context on what we do. At MHC we help insurers move template ownership off IT queues and to the business side, which tends to matter a lot when enterprise architecture is trying to reduce developer dependency across the stack.
Guardian, Allstate, and Intact all run their policyholder communications on MHC across 60+ insurance organisations, so the model is pretty well tested at scale.
Happy to reconnect here if the timing ever works.
Chris
Claire Mead
Vice President Life New Business & Administration
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 GUC3E41.PDF
Angle: operational transformation leadership
Hooks: Recognition at the Credit One Charleston Open for women in leadership, Experience leading automation initiatives to improve cycle time and client experience, Oversight of life administration, annuity/life claims, and health operations
posture: peer CTA: soft type: problem_first
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Subject: Document ops at American National
Hi Claire,<br><br>Chris here from MHC Automation.<br><br>Given your role running life new business and administration at American National, I wanted to ask about something that comes up a lot for ops leaders managing a strategic shift like yours. With the move toward digital annuities and PRT, is the document production side keeping up, or are template changes for policyholder communications still going through IT and a developer queue?<br><br>That's usually where things slow down. Business teams know exactly what needs to change on a policy notice or annuity disclosure, but the system requires a developer to touch it. When you're pivoting a book of business, that kind of dependency becomes more visible fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your ops team and the documents they need to move. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Claire,<br><br>Following up on what I sent about the document ops piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The key shift was that their compliance and ops teams started managing template changes directly. The wait for a developer to make a simple disclosure update went away.<br><br>The reason that matters for a transition like yours is timing. When you're winding down a life book and standing up annuity and PRT workflows, the documents have to move with the business. Annuity contracts, disclosure packets, pension transfer notices, those can't be on a six-week IT backlog when a regulatory requirement or a new plan structure needs to be reflected.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy legacy blocking roadmap
Subject: One last thing, Claire
Hi Claire,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup becomes a friction point as the annuity and PRT side scales, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (200+ templates, BCBS/Humana) · Asset: GUC3E41.PDF
Hey Claire, glad the connection went through.
Sent you a few emails recently about the IT dependency piece, getting template changes off the developer queue so the business side can own them directly. That is essentially what MHC helps insurers do. Optum moved over 200 templates across BCBS and Humana accounts to business user control without routing changes through IT each time.
Given you're running Life New Business and Admin at American National, that operational layer probably touches your team more than most.
Worth a quick conversation to see if any of this is relevant?
Chris
Bruce Pavelka
Senior Vice President of Life Policy Administration
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: document-heavy policy administration in a post-acquisition environment
Hooks: long-term leadership at American National overseeing Life Policy Administration since at least 2012, managing document-intensive life insurance workflows including policy contracts and beneficiary notices during the Brookfield Reinsurance integration, oversight of administration operations in Galveston across a massive portfolio of life and annuity products
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker's developer scarcity makes template updates for policy contracts or beneficiary notices a high-cost bottleneck.
—
Reframe: Rather than defaulting to complex Oracle upgrades, evaluate if business-user self-service for document changes can eliminate the IT ticket wait entirely.
Subject: —
—
Proof: MHC helped Guardian and 25+ other insurers modernize their CCM, earning the #1 mid-market ranking from Aspire. · Asset: UNLOCK1.PDF
—
Jeff Sternberg
Chief Data, Analytics and AI Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 CUSTOM1.PDF
Angle: strategic AI leadership in the P&C transition
Hooks: Your transition from Google to leading AI strategy across Argo and Farm Family, Leveraging data-rich environments to quantify risk and build resilience, Unifying enterprise strategy across the post-Brookfield reorganization
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT technical debt and developer scarcity are currently blocking your modernization roadmap for property and casualty document workflows.
—
Reframe: Instead of waiting for rare developer talent to update legacy Documaker templates, empower your business users with a self-service model that accelerates document agility.
Subject: —
—
Proof: Acuity and Guardian reduced their reliance on legacy dependencies while maintaining compliance for thousands of document types across their P&C lines. · Asset: CUSTOM1.PDF
—
MrT Lamborn
Senior Manager, Print/Mail Services
operations · manager
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: operational leadership over print/mail output during the strategic pivot to P&C exclusivity
Hooks: Leadership in managing print/mail services for American National’s extensive P&C document suite (declarations, renewals, ID cards), The shift to a P&C-focused model likely increases the volume and complexity of claims and billing correspondence, Overseeing critical physical output while the company undergoes a broader digital-first transformation
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker dependency causing IT ticket bottlenecks and developer scarcity for essential P&C template updates
—
Reframe: Moving from legacy Documaker to business-user self-service to eliminate the $150K+ developer cost per template change
Subject: —
—
Proof: MHC helps 25+ insurers like Guardian and Allstate streamline high-volume P&C communications while being ranked #1 mid-market by Aspire · Asset: UNLOCK1.PDF
—
Tara Ames
Agile Product Manager II, Annuity Distribution
operations · manager
active
primary
– none
influencer
seq 21
step 1/3
📋 GUC3E41.PDF
Angle: agile modernization of annuity distribution
Hooks: your leadership of the Annuity Distribution Agile Release Train, focus on digital portals and APIs to enhance agent activation, American National’s shift toward digital-first annuity experiences like the Smart Start Accumulator
posture: peer CTA: soft type: problem_first
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Subject: Document changes at American National
Hi Tara,<br><br>Chris here from MHC Automation.<br><br>Given your role on annuity distribution at American National, I wanted to ask about something that comes up a lot with product managers working on agile modernization. When a document tied to an annuity product needs to change, does that still mean opening a ticket and waiting on a developer who knows the system?<br><br>With a strategic shift toward digital annuities and PRT, that kind of dependency can slow everything down. Contract summaries, disclosure packets, annuity statements, application forms. If the template layer is locked behind IT, every product update becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tara,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle changes directly now. The wait disappears.<br><br>That matters a lot when you're moving fast on annuity product changes. If your disclosure language or contract summaries need to reflect a new product feature, the people who know what the document should say are the ones making the update, within rules IT sets. No ticket, no queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Tara
Hi Tara,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you move further into digital annuities and PRT, feel free to reach out.
Proof: Optum managed 200+ templates and high-volume member comms for BCBS/Humana using MHC Northstar CCM. · Asset: GUC3E41.PDF
Tara, appreciate you connecting. I sent a few emails recently around the IT dependency piece on document template changes, so figured I'd say hello here too.
At MHC we help insurers move template ownership to the business side and off developer queues. Optum runs 200+ templates and high-volume member comms for BCBS and Humana through us, which gives a sense of the scale it can handle.
Not sure where things stand on your end at American National, but happy to reconnect here if the timing ever works.
Chris
Carrie Broussard
Vice President, Life/Annuity Systems
engineering · vp
queued
primary
– none
decision_maker
seq 28
step 0/3
📋 UNLOCK1.PDF
Angle: strategic technical leadership in life/annuity systems
Hooks: Your 25-year tenure at American National and leadership of Life/Annuity Systems, Meredith Mitchell’s promotion to CIO and the 2025 strategic shift away from new life policies, The recent launch of the Palladium DIY digital platform for Multi-Year Guarantees
posture: peer CTA: soft type: problem_first
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Subject: Document changes during the pivot, Carrie
Hi Carrie,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing life and annuity systems at American National, I wanted to ask about something that comes up a lot when carriers are going through a strategic shift. As you're pivoting away from life toward digital annuities and PRT, are the document teams keeping pace, or is every template change still waiting on a developer who knows the system?<br><br>With your member base across annuity contracts, policy documents, and PRT communications, that bottleneck gets expensive fast. When the business needs to update an annuity disclosure or a pension risk transfer notice, that should be a same-day change, not a ticket that sits in a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if we can help your team move faster on the document side as the product mix shifts. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Carrie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. And the pattern across those carriers is consistent: the insurer moves over, the people who know what the document should say start making changes directly, and IT stops being the bottleneck for every annuity disclosure or contract notice update.<br><br>That matters especially right now at American National. You're shifting the product mix toward digital annuities and PRT. Every new annuity contract variant, every pension risk transfer communication template, every regulatory disclosure update has to move at the speed of the business. On most legacy document platforms, it doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One more thing before I go quiet
Hi Carrie,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the pivot, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility. · Asset: UNLOCK1.PDF
Hey Carrie, good to be connected.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context already. At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian and Allstate are both running on it now, along with 25 or so other carriers who needed that same unlock.
Given your role at American National, figured LinkedIn might be a better place to have an actual conversation.
Happy to reconnect here if the timing ever works.
Chris
Thuan Kha
VP, Enterprise Architecture
engineering · vp
active
primary
⏳ pending
decision_maker
seq 6
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise architecture alignment during reorganization
Hooks: Current role as VP of Enterprise Architecture at American National/Farm Family, Legacy management of Oracle Documaker for declarations and renewals, Recent M&A/internal reorganization signal (Aug 2025) creating architectural shifts
posture: peer CTA: soft type: problem_first
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Subject: Architecture bandwidth, American National
Hi Thuan,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at American National, I wanted to ask about something that comes up a lot during transitions like the one your team is navigating. With the shift toward digital annuities and PRT by mid-year, I was curious whether the document layer is one of those things that keeps coming up as a blocker in your modernization roadmap.<br><br>What we usually see at carriers mid-transition is that policy and contract document templates are still locked inside systems only a developer can touch. When the business priorities shift, IT has to reprioritize to support the document changes. That creates a queue nobody budgeted for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency during the architecture realignment. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Thuan,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: the carrier moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>With your member base and the scope of what American National is repositioning around, annuity contracts and PRT documents will need to move fast when product or regulatory requirements shift. On most legacy platforms, that's a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap
Subject: One last thing, American National
Hi Thuan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the transition, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Thuan, appreciate you connecting. Sent you a few emails about the IT dependency piece I mentioned, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership off the developer queue and onto the business side. We've done that for companies like Guardian and Allstate, along with 25 or so other carriers, so there's usually something familiar in how those rollouts went.
No agenda here. Happy to reconnect here if the timing ever works.
Chris
Becky Hudzik-Presson
SVP, Chief Claims Officer
operations · vp
queued
primary
– none
champion
seq 25
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📋 UNLOCK1.PDF
Angle: strategic transition to P&C claims experience
Hooks: your recent transition from Church Mutual to lead the P&C claims organization at American National, the focus on enhancing the claims experience following the strategic pivot toward P&C and annuities, your deep background in casualty claims and litigation management task forces
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + the platform behind them
Hi Becky,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at American National, I wanted to ask something we hear a lot from claims ops leaders right now. When your team needs to update a customer-facing claims document, does that change go through IT or can someone on the business side handle it directly?<br><br>With a carrier going through the kind of strategic shift American National is making, getting claims correspondence out accurately and fast matters more than it used to. If every change to a claims letter or notice requires a developer who knows the platform, that's a real drag on your team's ability to move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your claims team reduce the wait on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Becky,<br><br>Following up on what I sent about document changes on the claims side.<br><br>One example worth sharing: Intact Financial runs their policyholder communications on MHC. Before, their template changes went through IT. After, the compliance and ops teams handled updates directly, and the wait on regulatory changes went from days to the same day.<br><br>That kind of speed matters when a claims notice or correspondence update has to go out accurately to your full member base. Cancellation notices, claims correspondence, premium notices, those are documents where a one-day delay can become a compliance issue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 requirements and the risk of legacy technical debt blocking the digital-first roadmap
Subject: One last thing, Becky
Hi Becky,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as American National's focus shifts, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Becky, appreciate you connecting.
Sent you a few emails recently about the IT ticket bottleneck on template changes and the developer scarcity piece that tends to compound it. At MHC we help insurers move that ownership to the business side, off the developer queue entirely. Acuity and Allstate have both gone that route, and it tends to free up IT capacity for the roadmap work that actually needs them.
Not sure if the timing is right at American National, but wanted to open a different channel.
If any of this lands, feel free to reach out whenever.
Chris
John Wilson
Vice President, Architectural Infrastructure
engineering · vp
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📋 ULTIMA1.PDF
Angle: strategic infrastructure oversight for P&C during segment pivot
Hooks: 25-year tenure managing American National's architectural infrastructure, Strategic focus on P&C and Annuities following the Life segment exit in 2025, Leadership role during the integration with Brookfield Reinsurance
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure during the pivot
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing architectural infrastructure at American National, I wanted to ask about something that comes up a lot during business model transitions like the one you're navigating. As the company shifts focus toward annuities and PRT and winds down life sales, is the document layer keeping pace with those changes, or is every template update still waiting on a developer to get to it?<br><br>The reason I ask: when carriers restructure around specific lines, the document infrastructure usually doesn't restructure with them. Policy notices, endorsements, annuity statements, renewal docs, they're still sitting in systems that require someone technical to touch them. That's fine when things are stable. It becomes a real problem when the product mix is actively changing and compliance requirements are shifting at the same time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change process during this period. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi John,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>Something I should have included in my last note: the pattern we see most often at carriers going through segment shifts is that the legacy doc platform becomes the last thing anyone wants to touch, and the first thing that slows down the transition. A regulatory change lands, a new product form needs to go out, and someone has to write a ticket and wait.<br><br>I'll be honest with you, I don't have a single insurance case study with a specific metric to point to. What I can tell you is what Guardian Life, Allstate, Intact Financial, and Acuity all found after moving to MHC NorthStar CCM: the compliance team starts handling template changes directly, and the wait disappears. IT stops being the bottleneck on every policy notice, annuity statement, or disclosure that needs to go out.<br><br>For a carrier actively repositioning around annuities and PRT, that kind of flexibility matters. The product forms and required disclosures in those lines are different from life. Your document infrastructure needs to reflect that without a developer project every time something changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on legacy doc platforms
Hi John,<br><br>Sent you a couple of notes about the document infrastructure piece at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate have modernized their DocOps to reduce IT dependency. · Asset: ULTIMA1.PDF
Hey John, appreciate you connecting.
I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, specifically getting document changes off the developer queue so architecture teams aren't the bottleneck on every template update. At MHC we help insurers move that ownership to the business side.
Guardian and Allstate have both gone through that shift, and the driver in both cases was the same pressure you're probably navigating at American National.
Worth a quick conversation to see if any of this is relevant?
Chris
Traie Franklin
VP, LAD Marketing Operations
operations · vp
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📋 UNLOCK1.PDF
Angle: M&A reorganization signal + marketing operational efficiency
Hooks: Current reorganization at American National Group, VP, LAD Marketing Operations role, Focus on scaling Life & Annuity (LAD) document workflows like renewals and billing
posture: peer CTA: soft type: problem_first
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Subject: Document changes at American National
Hi Traie,<br><br>Chris here from MHC Automation.<br><br>Given your role in marketing operations at American National, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update customer-facing documents like annuity contracts, policy notices, or PRT communications, does that still require going through IT and waiting on a developer to make the change?<br><br>With the pivot toward digital annuities and pension risk transfer, I'd imagine the pressure to move faster on document updates is real. If every template change goes through a ticket queue, that lag compounds quickly when you're trying to operate leaner across the business.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of IT's hands and into the people who actually know what the documents should say. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Traie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: once the carrier moves over, the business side starts managing templates directly and IT stops being the bottleneck for every document change.<br><br>That matters more right now at American National than it might have a year ago. Exiting life and leaning into annuities and PRT means your document workflows need to keep up. When a disclosure requirement changes or a new annuity product rolls out, your ops team shouldn't be waiting on a developer who knows the system to push the update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: IT ticket wait per change
Subject: One last thing, Traie
Hi Traie,<br><br>Sent you a couple of notes about document workflows at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document speed. · Asset: UNLOCK1.PDF
Traie, saw you accepted the connection after those emails landed, so figured LinkedIn made more sense than another message in your inbox.
The IT dependency piece I mentioned tends to hit different when you're trying to move fast on the digital side. At MHC we help insurers get template ownership off the developer queue and into the business. Guardian and Allstate are both running that way now, along with 25 or so others we work with.
Happy to reconnect here if the timing ever works.
Chris
Thad Luikart
Vice President, Head of Annuities and Retirement Services
operations · vp
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📋 UNLOCK1.PDF
Angle: annuity operations modernization
Hooks: Experience managing large-scale annuity and life insurance operations at American National., Focus on operational leadership and building systems for long-term client financial security., Navigating the transition of P&C business brand identity back to American National while maintaining service efficiency.
posture: peer CTA: soft type: problem_first
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Subject: Annuity document changes at American National
Hi Thad,<br><br>Chris here from MHC Automation.<br><br>Given your role leading annuities and retirement services at American National, I wanted to ask something that comes up a lot at carriers your size. When your team needs to update annuity contract documents or retirement service notices, does that still require an IT ticket and a wait for a developer to make the change?<br><br>With your member base and what sounds like a real push toward digital annuities and PRT, that kind of bottleneck adds up fast. If the ops team can't update documents without going through IT, every regulatory change or product shift becomes a project instead of a task.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change for Documaker templates causing delays in retirement service document delivery.
Hi Thad,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One example worth sharing: Guardian Life runs their policyholder communications on MHC alongside 25+ other insurance organizations. The pattern we see consistently is that once insurers move off legacy composition systems, the business side starts managing templates directly and the wait for IT disappears.<br><br>That matters especially when you're pivoting toward digital annuities and PRT. Contract documents, benefit statements, retirement income illustrations, those have to stay current with product changes. If every update is a developer project, your ops team is always running behind the business.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Developer scarcity for legacy Documaker systems creating a bottleneck for policyholder communication updates.
Subject: One last thing on CCM at American National
Hi Thad,<br><br>Sent you a couple of notes about document operations at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you move deeper into annuities and PRT, feel free to reach out.
Proof: MHC helped Guardian and 25+ other insurers modernize CCM; named #1 mid-market provider by Aspire. · Asset: UNLOCK1.PDF
Thad, appreciated the connection. I sent a few emails recently about the Documaker template bottleneck on the IT side and figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership directly to business teams, so retirement document updates don't sit in a ticket queue. Guardian is one of 25+ insurers who've made that shift, and Aspire recently ranked MHC the number one mid-market CCM provider.
If any of this lands, feel free to reach out whenever.
Chris
Katie Piretti
AVP, Client Experience, Corporate Communications and Events
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Angle: UX transformation and digital-first strategy
Hooks: Leadership in American National's recent digital-first annuity platform launch, Dual role history across UX/UI and Corporate Communications over 20 years at American National, Focus on the client experience journey during the strategic pivot to P&C and Annuities
posture: peer CTA: soft type: problem_first
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Subject: Document changes slowing down your digital push?
Hi Katie,<br><br>Chris here from MHC Automation.<br><br>I work with insurance companies going through digital transformation and I wanted to reach out given your role in Client Experience at American National.<br><br>With your team's focus on digital-first, I was curious: when your communications team needs to update a policyholder notice or annuity document, does that still require going through IT and waiting on a developer?<br><br>It's a pattern we see a lot at carriers your size. The customer experience strategy is clear, but the document layer hasn't caught up. Every change to a renewal notice or an annuity statement sits in a queue somewhere, waiting on someone who knows the platform.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your Client Experience team move faster on communications without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creating a bottleneck for the digital-first roadmap, where every UX improvement to renewal or claim documents requires a specialized developer you likely don't have enough of.
Hi Katie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> was running a 2.5-week cycle every time they needed to update a template. After moving to MHC, they got that down to 2 days. They also eliminated $4 per document in vendor fees across over a million annual communications.<br><br>The shift that made it possible was getting their ops team out of the IT ticket cycle. The people who actually know what a member communication should say are the ones making the changes now, within approval workflows IT still controls.<br><br>For a carrier moving toward digital annuities and pension risk transfer, that kind of turnaround matters. New product lines mean new document requirements. If every new annuity or PRT communication has to go through a developer to get off the ground, the experience suffers before it starts.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker shouldn't be a liability to the digital experience; instead of waiting on IT tickets for simple template changes, empower the Client Experience team to manage communication logic directly.
Subject: One last thing, Katie
Hi Katie,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you build out the annuity and PRT experience, feel free to reach out.
Proof: Helped Allied Benefits eliminate $4 per document and move from a 2.5-week template change cycle to just 2 days. · Asset: ULTIMA1.PDF
Hey Katie, glad we're connected.
I sent a few emails about the document infrastructure gap in the modernisation work, specifically the Documaker dependency slowing down UX changes to things like renewal and claim documents. At MHC we help insurers get template ownership off the developer queue and onto the business side. Allied Benefits cut their template change cycle from two and a half weeks to two days and dropped $4 per document in the process.
Worth a quick conversation to see if any of this is relevant?
Chris
April Reno
Director of Enterprise Architecture & Lead Programmer Analyst
engineering · director
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📋 UNLOCK1.PDF
Angle: enterprise architecture alignment during brand identity transition
Hooks: Directing three teams on large architectural projects for 19+ years, American National transitioning P&C brand identity back to 'Farm Family' in 2026, Recent merger of Farm Family Casualty into affiliate Argonaut Insurance (Oct 2025)
posture: peer CTA: soft type: problem_first
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Subject: Document layer + the PRT pivot
Hi April,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at American National, I wanted to ask about something that comes up a lot when carriers are shifting their product focus. With the move toward digital annuities and PRT, I was curious whether the document layer is keeping up with that transition, or if it's become one of those things sitting on the roadmap without a clear path forward.<br><br>The pattern I see: a carrier repositions around a new product line, the comms and policy documents tied to that line need to change, and suddenly the team realizes every template update still runs through a developer queue. Endorsements, annuity statements, PRT participant notices. Each one a ticket. With your member base, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural dependency on specialized developers for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi April,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Acuity Insurance runs their policyholder communications on MHC NorthStar CCM, alongside Guardian Life, Allstate, and Intact Financial. The pattern across all of them is similar: once business users can manage templates directly, the wait disappears. Compliance makes the change the same day without opening a ticket.<br><br>That matters especially when a product pivot like the one American National is navigating requires rapid document realignment. Annuity contracts, PRT participant statements, benefit summaries. These aren't small updates and they can't wait weeks for a developer who knows the legacy composition system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One resource before I go quiet
Hi April,<br><br>Sent you a couple of notes about the document infrastructure piece at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the PRT and annuities focus ramps up, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey April, glad we're connected here.
Sent you a few emails about the developer scarcity piece and how legacy document infrastructure can sit in the way of broader roadmap work. At MHC we help insurers move template ownership off IT queues so your developers aren't the bottleneck on every change. Carriers like Guardian, Allstate, and Acuity have made that shift, and it tends to free up architecture bandwidth for higher-priority work.
Worth a quick conversation to see if any of this is relevant?
Chris
Jennifer Gardner
Claims Director - Claims Access, P&C Operations
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Angle: brand_transition_alignment
Hooks: Directing P&C operations during American National's brand transition back to the core identity, Managing mega-scale claims correspondence and policy changes across multi-state P&C lines, Overseeing Claims Access and document-heavy operational workflows in Springfield
posture: peer CTA: soft type: problem_first
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Subject: Document changes at American National
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role in P&C operations at American National, I wanted to ask about something that comes up a lot at carriers your size. When a claims document needs to be updated, does that still require going through IT and waiting on a developer to touch the template?<br><br>For most directors running claims ops, the answer is yes. A language change on a claims correspondence or a notice update tied to a state filing means an IT ticket, a queue, and a timeline that doesn't match what the business actually needs. With American National shifting focus toward annuities and PRT, I'd imagine there's even more pressure on the teams that remain to move faster with fewer hands.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team make document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jennifer,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One thing I should have included: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see across carriers that make the switch is consistent. Business users start managing templates directly, and the wait for IT to make a document change disappears.<br><br>For a P&C claims operation, that matters when a state changes a required disclosure or a filing deadline moves. Your compliance or claims ops team makes the update the same day instead of waiting on a developer who may be carrying a backlog from three other projects.<br><br>With your member base and the strategic changes underway at American National, that kind of flexibility in the document layer seems worth a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker legacy risk
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about document ops at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the business shifts focus, feel free to reach out.
Proof: Guardian and Allstate · Asset: UNLOCK1.PDF
Hey Jennifer, appreciate you connecting.
I sent a few emails over the past couple weeks about the IT dependency piece I mentioned, so you may have seen those. At MHC we help insurers get template ownership onto the business side so claims and ops teams aren't waiting on developer queues for every document change. Guardian and Allstate have both moved in that direction with us, which is what prompted the outreach to American National.
If any of this lands, feel free to reach out whenever.
Chris
Allison Moore
Senior Director, Marketing and Communications
operations · director
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📋 UNLOCK1.PDF
Angle: strategic shift to P&C focus and Documaker dependency
Hooks: American National's strategic exit from life insurance to focus exclusively on P&C and Annuities, Your 20+ years of experience in connecting and motivating audiences through strategic planning, The specific document types under your purview, from policy renewals to claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Oracle Documaker's developer scarcity makes it difficult to keep up with the P&C pivot's demand for high-volume template changes (renewals, billing, ID cards) without constant IT tickets.
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Reframe: Rather than defaulting to another technical hurdle, consider moving template ownership to the business side so your team can drive the P&C digital-first roadmap without a $150K+ developer bottleneck.
Subject: —
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Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, and we are ranked #1 for mid-market by Aspire. · Asset: UNLOCK1.PDF
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Michelle Sheffield
Chief Information Officer
operations · c_level
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Angle: strategic brand homecoming and operational transition
Hooks: the transition of P&C business back to the Farm Family identity, handling merger endorsements following the October merger into Argonaut Insurance, modernizing legacy document operations while managing the 2026 brand identity shift
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: business-user self-service
Subject: —
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Proof: T2_metric · Asset: ULTIMA1.PDF
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Aparna Renganathan
Sr Agile Coach, Business Transformation / Annuity Solutions Delivery
operations · manager
completed
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📋 GUC3E41.PDF
Angle: strategic business transformation and agile delivery within Annuity Solutions
Hooks: Your focus on Annuity Solutions delivery and agile coaching at American National, The strategic pivot toward focusing on P&C and Annuities while modernizing the digital experience, The challenge of scaling agile transformations while managing legacy systems like Documaker
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT=developer scarcity ($150K+, shrinking pool)
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Reframe: compliance/508
Subject: —
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Proof: Natera (2.5wk->2days) · Asset: GUC3E41.PDF
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Bernard Gerwel
SVP, Chief Innovation Officer & Corporate Digital Officer
engineering · c_level
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Angle: strategic modernization & internal reorganization
Hooks: Current role as Chief Innovation Officer overseeing digital client experience strategy, Experience leading the Enterprise Data Management Council and Innovation Council, Focus on disrupting legacy tech during American National's ongoing internal reorganization
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT developer scarcity is stalling the digital experience roadmap; legacy Documaker architecture requires highly specialized, expensive talent ($150K+) that is becoming harder to find.
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Reframe: Rather than defaulting to complex Oracle upgrades, evaluate a business-user self-service model that offloads template management from IT to DocOps, freeing developers for core innovation.
Subject: —
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Proof: MHC helps over 25 insurers, including top-tier firms like Guardian and Allstate, modernize their CCM; Aspire ranks us #1 for the mid-market. · Asset: ULTIMA1.PDF
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John Norton
VP, Enterprise Management
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic shift toward digital efficiency amidst legacy Documaker constraints
Hooks: Experience managing large-scale enterprise operations at American National during their current strategic pivot to digital-first models, Responsibility over enterprise management as the organization shifts focus away from new life policies to streamline core operations, Managing the complexity of policy contracts and renewals across diverse insurance lines while navigating legacy IT dependencies
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT developer scarcity for Documaker maintenance causing delays in high-volume renewal and endorsement updates
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Reframe: Transforming CCM from an IT-locked bottleneck into a business-user self-service model to mitigate compliance risk during policy changes
Subject: —
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Proof: Supported major insurers like Guardian and Allstate in modernizing document operations, including a mid-market leader achieving #1 status via Aspire. · Asset: UNLOCK1.PDF
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Johnny Johnson
Executive Vice President, Chief Information Officer, and Corporate Business Process Officer
engineering · c_level
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📋 UNLOCK1.PDF
Angle: Strategic shift toward digital self-service following the cessation of new life policy writing and the launch of the Palladium digital platform.
Hooks: Ongoing leadership as CIO/CBPO overseeing enterprise business processes and IT culture at American National., The mid-2025 strategic pivot to stop writing new life insurance policies, likely refocusing operational resources., Recent launch of the 'do-it-yourself' digital platform for Palladium Multi-Year Guarantee annuities as a modernization signal.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: legacy_blocking_roadmap
Subject: —
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Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Vincent Johnson
Vice President, P&C Business Technology
engineering · vp
completed
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📋 CUSTOM1.PDF
Angle: enterprise architecture alignment for brand transition
Hooks: Experience with SAFe 6 Architect and Scrum Master certifications as of May 2024, Leadership over P&C Business Technology at American National during the 2026 brand identity shift, Direct oversight of IT strategy for Farm Family and the broader P&C entity
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: architecture lock-in risk
Subject: —
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Proof: Guardian and Allstate (T2) leverage MHC to decouple document logic from core IT roadmaps. · Asset: CUSTOM1.PDF
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Judy Hinojosa
Assistant Vice President, Solution Architecture
engineering · vp
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📋 UNLOCK1.PDF
Angle: enterprise architecture leadership and team scale
Hooks: your lead over a team of 60 architects and developers at American National Insurance, spearheading the creation of a dedicated solution and system architecture practice, 24-year tenure supporting ANICO’s technical evolution from Galveston/League City
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the annuity pivot
Hi Judy,<br><br>Chris here from MHC Automation.<br><br>Given your role in solution architecture at American National, I wanted to ask about something that comes up a lot as carriers shift their product mix. With the move toward digital annuities and PRT, I was curious whether the document layer is keeping pace or whether it's become one of those things that keeps showing up on the roadmap but never quite gets cleared.<br><br>What we see pretty often: the platform handling policyholder communications was built around a product set that's changing. Annuity contracts, pension risk transfer disclosures, updated policy documents. Getting those templates updated still requires a developer who knows the system. When that person is busy or unavailable, the wait is measured in weeks.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the architecture dependency around document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Judy,<br><br>Following up on what I sent about the document layer and your product pivot.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. The pattern we see across all of them is the same. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier shifting its book of business the way American National is, that matters. Annuity disclosure documents, PRT contract packages, updated policy notices. When those need to change, the change happens the same day instead of waiting on a developer queue.<br><br>The reason that's possible: business users can update templates within rules IT sets, without anyone needing to touch the underlying system. Architecture stays intact. The wait disappears.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk: evaluate alternatives before committing to a default upgrade
Subject: One last thing, Judy
Hi Judy,<br><br>Sent you a couple of notes about the document infrastructure piece at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't a priority right now, no problem. Happy to reconnect whenever it makes sense.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Judy, good to have you in the network.
Sent you a few emails recently about the developer scarcity piece and how legacy document infrastructure can slow down broader roadmap work. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Allstate, Guardian, and Acuity have all made that shift, and a lot of mid-market carriers have followed the same path.
Worth a quick conversation to see if any of this is relevant?
Chris
Kyle Quaintance
Senior Director, PRT Operations
operations · director
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📋 GUC3E41.PDF
Angle: pension_risk_transfer_scale
Hooks: your recent promotion to Senior Director of PRT Operations in February 2026, American National’s major brand transition for the P&C business back to the American National name, your 12-year background at Alight Solutions which is a major player in PRT administration
posture: peer CTA: soft type: problem_first
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Subject: PRT doc operations, American National
Hi Kyle,<br><br>Chris here from MHC Automation.<br><br>Given your role running PRT operations at American National, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update participant communications, pension benefit statements, or annuity-related notices, does that still require going through IT and waiting on a developer to make the change?<br><br>At carriers managing large participant bases, that wait becomes a real problem. A compliance update, a plan sponsor requirement, a regulatory notice that has to go out on time: if the template lives in a system only a developer can touch, your ops team is always dependent on someone else's queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without needing a developer in the loop. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Kyle,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving off their legacy platform. The bigger change was that their ops team stopped waiting on IT for every template update. Changes happen the same day now.<br><br>That matters a lot in PRT, where participant notices and benefit statements have to be accurate and compliant across a growing book. When American National is scaling its annuity and PRT operations and stepping back from life, the last thing you want is your document layer becoming the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Kyle
Hi Kyle,<br><br>Sent you a couple of notes about document operations at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). Asset: GUC3E41.PDF. · Asset: GUC3E41.PDF
Hey Kyle, glad to be connected.
Sent you a few notes recently about the IT ticket bottleneck on template changes, specifically around Documaker environments where every update runs through a developer queue. At MHC we help insurers move that ownership to the business side so ops teams aren't waiting on a shrinking pool of expensive developers for every change.
Allied Benefits got there too, clearing over a million communications while cutting per-doc costs down from $4 to near zero.
If any of this lands, feel free to reach out whenever.
Chris
Laxminarayana Alasakani
AI Architect & Digital Transformation Leader
operations · director
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📋 ULTIMA1.PDF
Angle: AI-driven transformation of legacy insurance operations
Hooks: Experience bridging legacy infrastructure with AI and digital roadmaps., Focus on digital transformation at American National as the company shifts strategic focus in life insurance., Leadership in modernizing complex architectural ecosystems to drive operational agility.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your digital pivot
Hi Laxminarayana,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI and digital transformation at American National, I wanted to ask about something we run into a lot as carriers shift their book of business. As you move deeper into annuities and pension risk transfer and away from traditional life, does the document production layer keep up with that kind of strategic change? Or does every template update still require a developer and an IT ticket?<br><br>The pattern we see: a carrier reshapes its product mix, but the document infrastructure was built around the old one. New policy forms, updated disclosures, revised beneficiary notices, they all still have to go through whoever knows the legacy system. That creates a real lag between the business decision and the customer-facing output.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help accelerate the document side of your digital roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity for legacy Oracle systems blocking the digital roadmap.
Hi Laxminarayana,<br><br>Following up on what I sent about the document layer and your digital pivot.<br><br>One thing I should have included: we work with Guardian Life, Allstate, Intact Financial, and Acuity, along with 60+ other insurance carriers. The pattern is consistent. The insurer repositions its product strategy, business users start managing templates directly on MHC NorthStar CCM, and the wait for developer availability stops being the bottleneck for every disclosure update or form change.<br><br>That matters especially when you're moving fast on annuity and PRT growth. Regulatory filings, updated benefit summaries, revised contract language, those documents have to reflect the new business, not the old one. With your member base, even a two-week lag per template change adds up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM as a blocker to the 'do-it-yourself' digital vision; specifically the risk of 508 compliance and slow speed-to-market for policy changes.
Subject: One last thing, Laxminarayana
Hi Laxminarayana,<br><br>Sent you a couple of notes about the document infrastructure piece at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off, no problem. Feel free to reach out whenever it makes sense.
Proof: T2=Guardian, Allstate, and 25+ other insurers utilize MHC to decouple document logic from core systems. · Asset: ULTIMA1.PDF
Hey Laxminarayana, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work at American National. At MHC we help insurers move template ownership off IT queues so the business side can make changes without touching the developer backlog. Guardian and Allstate are both running that model now, along with 25 or so other carriers who've decoupled document logic from their core systems entirely.
Given you're driving the transformation agenda there, figured LinkedIn might be a better place to have this conversation.
Happy to reconnect here if the timing ever works.
Chris
Chris Danchetz
Director, Network and Data Communications
engineering · director
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📋 UNLOCK1.PDF
Angle: IT infrastructure leadership during American National's structural reorganization.
Hooks: Experience managing enterprise network and data infrastructure at Farm Family for over 12 years., Perspective on maintaining systems stability during the internal reorganization of American National Group., Overseeing technical communications infrastructure within a high-volume insurance environment.
posture: peer CTA: soft type: problem_first
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Subject: Document templates during the reorg
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role in network and data infrastructure at American National, I wanted to ask about something that comes up a lot during reorganizations like the one your team is navigating. When a carrier shifts its business mix the way American National is, does updating policyholder-facing documents still require going through a developer who knows the underlying system?<br><br>That tends to be where things slow down. Annuity contracts, PRT communications, renewal notices, any document tied to the lines you're growing still has to get updated through IT, even when the change is straightforward. With your team likely managing competing infrastructure priorities during the transition, that queue can get expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT dependency on the document side during this period. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chris,<br><br>Following up on what I sent about document template changes during American National's transition.<br><br>One thing worth sharing: Acuity, Guardian Life, and 25+ other carriers have moved to MHC specifically to get IT out of the day-to-day document change path. The pattern is consistent across all of them. Business teams needed to update communications tied to products like annuities and group benefits, and every change was sitting in a developer queue on a legacy composition platform. Once they moved, compliance and ops teams started handling template updates directly, with controls in place. The IT ticket never gets written.<br><br>That matters more during a structural shift like yours. When you're exiting a product line and scaling another, your document layer has to move at the same pace as the business decision. On most legacy systems, it doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails your team sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current CCM or document composition setup becomes too much of a friction point during the transition, feel free to reach out.
Proof: Acuity, Guardian, and 25+ other insurers use MHC to reduce IT dependency. · Asset: UNLOCK1.PDF
Hey Chris, appreciate you connecting.
I sent a few emails about the IT dependency piece, getting template changes off the developer queue and into business hands. At MHC we help insurers do exactly that, and companies like Acuity and Guardian have made that shift without a heavy IT lift.
Not sure if that maps to anything you're working through at American National, but thought LinkedIn might be a better spot to have the conversation if the emails got buried.
Happy to reconnect here if the timing ever works.
Chris
Kimberly Clark
Vice President - Claims
operations · vp
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📋 ULTIMA1.PDF
Angle: Documaker modernization amid reorganization
Hooks: Ongoing internal reorganization at American National Group, Management of 70+ team members and P&C Claims recovery, History with Oracle Documaker for declarations and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document changes during the pivot, Kimberly
Hi Kimberly,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at American National, I wanted to ask about something we see come up a lot at carriers going through a strategic shift. When your team needs to update claims correspondence or policyholder notices, does that still require going through IT and waiting on a developer to make the change?<br><br>At companies reorganizing around new lines of business, that dependency tends to get worse before it gets better. Priorities shift, developer bandwidth shrinks, and the documents that have to go out accurately and on time end up in a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team reduce that dependency as you navigate the transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kimberly,<br><br>Following up on what I sent about the document change backlog.<br><br>One thing worth mentioning: Guardian Life runs their policyholder communications on MHC, and so does Allstate. The pattern we see at both is the same. Once business users can manage templates directly, the wait for IT stops. Claims notices, policy correspondence, regulatory updates, changes happen the same day instead of sitting in a queue.<br><br>That matters especially when your team is in the middle of a reorganization. Fewer developers paying attention to legacy document systems, more pressure on the communications that still have to go out accurately. Annuity and PRT correspondence has its own compliance requirements, and if the platform requires a developer for every change, that becomes a real friction point.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Kimberly
Hi Kimberly,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction as American National moves toward annuities and PRT, feel free to reach out.
Proof: Guardian and Allstate · Asset: ULTIMA1.PDF
Hey Kimberly, appreciate you connecting.
I sent a few emails about the IT dependency piece I mentioned, so you may have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate both made that shift and cut turnaround time on document changes significantly.
Wanted to reach out here since email can get buried. If any of this lands, feel free to reach out whenever.
Chris
Joshua Groda
Enterprise Architect
engineering · director
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📋 UNLOCK1.PDF
Angle: enterprise architecture alignment amidst brand transitions and M&A integration
Hooks: Experience managing architectural integrity during the Farm Family and American National brand transitions, Background in streamlining enterprise systems to reduce technical debt across merged entities, Focus on modernizing core insurance workflows like policy renewals and declarations
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the annuity pivot
Hi Joshua,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at American National, I wanted to ask about something that comes up a lot when carriers go through a strategic shift like yours. With the move toward digital annuities and PRT, I'm curious whether the document layer is keeping pace or whether template changes for things like annuity contracts, policy statements, and surrender notices still require a developer to touch the system.<br><br>At companies running older document platforms, that dependency tends to become more visible during transitions. New product lines mean new document requirements, and if every change has to go through a developer queue, the business side ends up waiting on IT for things that should be fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is navigating right now. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Joshua,<br><br>Following up on what I sent about the document layer piece.<br><br>One thing I should have included: we work with 60+ insurance carriers, and the pattern we see most often during product transitions is the same one. The insurer shifts focus, new document types come online, and the IT team becomes the bottleneck for every template change because the system requires a developer to make them.<br><br>I don't have a single insurance case study with a hard metric I can point to, but I can tell you what Guardian Life, Allstate, Intact Financial, and Acuity all have in common after moving to MHC NorthStar CCM: the compliance and ops teams handle template changes directly, and IT stops being the bottleneck for document work.<br><br>For a carrier refocusing around annuities and PRT, that kind of flexibility matters. Annuity contracts, disclosure documents, and transfer confirmations all have regulatory specifics that change. If the business side can make those updates without opening a ticket, the change happens the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Joshua
Hi Joshua,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market leader with Guardian and Allstate · Asset: UNLOCK1.PDF
Hey Joshua, appreciate you connecting.
Sent you a few emails about getting document changes off the developer queue at American National. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every update. Guardian and Allstate both made that shift, and MHC now works with 25+ insurers across the mid-market.
Given your role in architecture, you'd probably have a clear read on whether the current setup is actually a constraint or not.
Worth a quick conversation to see if any of this is relevant?
Chris
James Deem
Director, Information Technology
engineering · director
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📋 ULTIMA1.PDF
Angle: IT operational bottleneck with legacy Documaker templates
Hooks: Current focus on P&C segment exclusively following the strategic life insurance exit, Experience managing IT architecture at both State Farm and American National, Recent digital transformation signals like the digital-first annuity platform launch
posture: peer CTA: soft type: problem_first
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Subject: Document template bottleneck at American National
Hi James,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT at American National, I wanted to ask about something we see come up constantly at carriers your size. Is updating policyholder documents like declarations pages, renewal notices, or claims correspondence still something that requires a developer who knows the system inside out?<br><br>The reason I ask: with Oracle-era document platforms, that dependency tends to get expensive fast. When the one or two people who know the templates deeply are stretched thin, a routine compliance update turns into a multi-week backlog. At your scale, with a large policyholder base, that wait has real downstream consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT's exposure on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity tax: finding specialists to maintain Oracle Documaker templates is becoming a $150K+ per head bottleneck.
Hi James,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>Guardian Life and Allstate have both cut template cycle times from weeks to days by removing the IT dependency from the day-to-day change path. Compliance or ops teams make updates directly, within controls IT sets, without needing a developer in the loop.<br><br>For a carrier managing declarations pages, endorsements, renewal notices, and claims correspondence across a large policyholder base, that matters. A regulatory change or product update shouldn't have to wait on a developer queue. The people who know what the document should say handle it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from routine template changes without removing the guardrails IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Stop defaulting to legacy lock-in. Modernize the architecture by moving template control from IT developers to business users to accelerate renewals and claims correspondence.
Subject: One last thing on doc infrastructure
Hi James,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate have reduced template cycle times from weeks to days by removing IT dependencies. · Asset: ULTIMA1.PDF
Hey James, appreciate the connection.
Sent you a few emails about the specialist bottleneck on Documaker templates and figured I'd try a different channel. At MHC we help insurers shift template ownership to the business side so IT isn't the critical path on every change. Guardian and Allstate both cut cycle times from weeks to days after removing that dependency, which is roughly what I was pointing at in those emails.
Not sure if the timing is right at American National, but if any of this lands, feel free to reach out whenever.
Chris
Scott Campbell
SVP, Chief Client Experience and Corporate Communications Officer
operations · c_level
active
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📋 ULTIMA1.PDF
Angle: strategic shift toward digital self-service and CX innovation
Hooks: your leadership in spearheading the 2023 brand refresh and the recent 2024 website overhaul to enhance digital service channels, the strategic pivot to focus on red-hot annuity and P&C lines while exiting new life insurance sales, the challenge of maintaining 'America's Best' status for digital services as you integrate with Brookfield Reinsurance
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the CX shift
Hi Scott,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing client experience at American National, I wanted to ask about something that comes up a lot when carriers shift focus the way you're shifting. As you move deeper into annuities and PRT and away from life, does the document side of that transition require a developer every time something needs to change?<br><br>What I usually hear is that annuity statements, contract summaries, and beneficiary notices are all locked inside a system only IT can touch. So when the business wants to update language for a new product line or a regulatory change, it turns into a ticket and a wait. That friction tends to show up most when a company is in the middle of a strategic shift and needs the customer communication layer to move as fast as the business decisions.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get your document operations keeping pace with where American National is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Scott,<br><br>Following up on what I sent about the document operations piece.<br><br>One example that might be relevant: Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of turnaround came from getting the business side out of the IT queue for template changes.<br><br>The reason it matters for a company in your position is that when you're winding down one product line and scaling another, your annuity and PRT communications have to reflect that shift quickly. Contract summaries, distribution confirmations, beneficiary notices. If the team that knows what those documents should say has to wait on a developer who knows the old platform, the CX vision and the operational reality stay out of sync.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Scott
Hi Scott,<br><br>Sent you a couple of notes about document operations at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the annuities and PRT side scales, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Appreciate the connection, Scott. I sent a few emails your way recently, so you may have some context already on the IT dependency piece I mentioned around template ownership.
At MHC we help insurers move document changes off developer queues and onto the business side. Guardian, Allstate, and Intact are running policyholder communications on MHC across 60+ insurance organisations, which gives you a sense of where the market has landed on this.
Happy to reconnect here if the timing ever works.
Chris
Betsy Marotta
Assistant Vice President - P&C Business Solutions
operations · vp
queued
primary
– none
champion
seq 33
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📋 UNLOCK1.PDF
Angle: strategic reorganization role
Hooks: Current role leading P&C Business Solutions during American National's 2025 reorganization, Transition from AVP of Underwriting/Product Management to a focus on operational strategy and innovation, 20+ years of tenure within the Farm Family/American National ecosystem overseeing claims and P&C initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document changes during P&C pivot
Hi Betsy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading P&C Business Solutions at American National, I wanted to ask about something we see come up a lot at carriers going through a strategic shift. When your team needs to update policyholder-facing documents like declarations pages, endorsements, or renewal notices, does that still require an IT ticket and a wait on a developer to make the change?<br><br>The reason I ask: when a carrier is repositioning around a core line of business, the document layer tends to become a bottleneck fast. Policy forms, cancellation notices, premium statements. Changes that your team knows need to happen still route through IT because that's how the system was built.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without creating a backlog for IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Betsy,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern we see is consistent: the carrier moves to MHC NorthStar CCM, the compliance and ops team starts managing templates directly, and the wait for IT to touch every declaration page or endorsement goes away.<br><br>For a P&C operation going through a strategic reorganization, that matters in a specific way. When your product mix shifts, your documents have to shift with it. Policy forms, certificates of insurance, renewal notices. If every change is a developer project, the business moves faster than the document layer can keep up.<br><br>The way MHC handles it: compliance and ops own the changes within approval workflows IT sets up. The developer isn't involved in the day-to-day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing on document ops
Hi Betsy,<br><br>Sent you a couple of notes about document operations at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the P&C transition, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Betsy, good to have you in the network. Sent you a few emails about the ticket wait on template changes and figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so changes don't sit in an IT queue. Carriers like Allstate, Intact, and Acuity have moved that way, and MHC picked up the Aspire top mid-market CCM ranking for the second year running.
Happy to reconnect here if the timing ever works.
Chris
Matthew Ostiguy
SVP, P&C Chief Operating Officer
operations · vp
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champion
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📋 UNLOCK1.PDF
Angle: strategic shift toward digital efficiency
Hooks: your recent oversight of the P&C operational shift and the move to exit the homeowners market to focus on high-growth growth initiatives, American National’s rebranding to modernize the customer experience, the ongoing digital platform launch for Palladium and how Documaker dependencies might slow that momentum
posture: peer CTA: soft type: problem_first
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Subject: P&C document changes, American National
Hi Matthew,<br><br>Chris here from MHC Automation.<br><br>Given your role running P&C operations at American National, I wanted to ask about something that comes up constantly at carriers your size. When a policy form, endorsement, or declarations page needs to change, does that still go through a developer before it gets out the door?<br><br>With your team pivoting toward digital annuities and PRT, I'd imagine there's pressure to move faster on the document side too. The carriers we talk to are usually stuck waiting on IT for every template update, even small ones, because the composition system wasn't built for anyone else to touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team get document changes out faster without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Matthew,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Guardian Life runs their policyholder communications on MHC, alongside 25+ other insurers we work with. The pattern we see every time: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Changes happen the same day instead of sitting in a backlog.<br><br>For a P&C operation, that matters most when regulatory language on a declarations page or endorsement has to update across your full policyholder base. With your member base, that's not a small lift. If the only path runs through a developer who knows the composition system, speed is always the constraint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Matthew
Hi Matthew,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you push toward the digital side of the business, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to unlock mid-market document agility · Asset: UNLOCK1.PDF
Hey Matthew, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that. Guardian and 25 or so other carriers have moved in that direction and picked up meaningful speed on document changes without adding to their IT backlog.
Not sure if it's on your radar at American National right now, but worth a quick conversation to see if any of this is relevant?
Chris
Jennifer Flores
Vice President, IT Service Support
engineering · vp
active
primary
⏳ pending
decision_maker
seq 6
step 2/3
📋 CUSTOM1.PDF
Angle: IT Service Management leadership during brand/M&A transition
Hooks: Your 28-year tenure at American National across the evolution of IT Service Support., Leading IT Service Management (ITSM) innovation and compliance., The current P&C brand transition back to 'American National' and recent M&A with Farm Family/Argonaut.
posture: peer CTA: soft type: problem_first
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Subject: Document changes during the pivot
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT Service Support at American National, I wanted to ask about something that comes up a lot at carriers going through a strategic shift. With the pivot toward digital annuities and PRT, are document template changes still routing through IT every time the business side needs an update?<br><br>The reason I ask: when the product mix changes fast, the document layer has to keep up. Annuity contracts, PRT correspondence, policyholder notices. If every change requires a developer who knows the composition system, that wait becomes a real problem. Especially when that developer pool is expensive and shrinking.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change; IT developer scarcity ($150K+, shrinking pool).
Hi Jennifer,<br><br>One more thought on the IT ownership piece I mentioned.<br><br>The pattern we see most often at carriers running Oracle-era composition platforms is this: a compliance team needs to update disclosure language on an annuity contract or a PRT notice, and it turns into a ticket. Then a wait. Then a developer has to context-switch into a system they may touch a few times a year. By the time the change goes out, weeks have passed.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> get to a place where their business users manage 250+ templates across 80+ plan variations directly, without IT in the loop for every change. They eliminated $4 per document in vendor fees on top of it. The compliance team makes the change, it goes through approval, it goes out. IT stops being the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: Compliance/508 risks are heightened when legacy tech makes small template changes a month-long IT project.
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about the document infrastructure piece at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off right now given everything in motion, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC NorthStar enables IT to hand off document template ownership to business users, solving the 'developer scarcity' gap. · Asset: CUSTOM1.PDF
Hey Jennifer, appreciate the connection.
Sent you a few emails about the IT ticket bottleneck on template changes and the developer cost piece behind it. At MHC we help insurers move template ownership from IT queues over to the business side, which tends to free up the developer capacity that actually matters. A carrier we work with made that shift and their IT team stopped fielding routine document change requests entirely.
Sounds like American National is dealing with some version of that given the Documaker environment.
Happy to reconnect here if the timing ever works.
Chris
Jimmy Watson
VP, Chief Information Security Officer
engineering · vp
completed
primary
⏳ pending
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decision_maker
seq 6
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📋 ULTIMA1.PDF
Angle: strategic platform stability and vendor reduction
Hooks: your 23-year tenure at American National across systems and security leadership, American National's shift to digital-first palladium platforms while sunsetting specific life policy lines, the recent promotion of Meredith Mitchell to CIO and its likely impact on IT modernization roadmaps
posture: peer CTA: soft type: problem_first
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Subject: Document platform stability, American National
Hi Jimmy,<br><br>Chris here from MHC Automation.<br><br>Given your role at American National, I wanted to ask about something that comes up a lot with insurers your size. With the shift toward digital annuities and PRT, is the document layer keeping pace, or is every template change still a developer project?<br><br>That's the pattern we see most: the business needs to move fast, but policyholder documents like annuity contracts, PRT notices, and renewal correspondence are locked in a system only a handful of developers can touch. When one of them leaves or gets pulled onto something else, the queue backs up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce platform dependency and give your team more flexibility as you move into the next phase. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Jimmy,<br><br>Following up on what I sent about document infrastructure and developer dependency.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM alongside 60+ other insurance organizations. The pattern is consistent. The insurer moves over, the compliance or operations team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters more when you're pivoting. A platform shift like the one American National is making toward digital annuities and PRT means your document layer has to be flexible. Annuity contract documents, PRT participant notices, policy correspondence — those all need to update quickly when product structures or regulatory requirements change. If the only people who can touch the templates are developers, every product or compliance update becomes a ticket.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk
Subject: One last thing before I go quiet
Hi Jimmy,<br><br>Sent you a couple of notes about document infrastructure at American National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you move deeper into annuities and PRT, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
Hey Jimmy, appreciate you connecting.
Sent you a few emails about the developer scarcity piece, the cost and availability side of keeping template changes routed through scarce engineering resources. At MHC we help insurers move that work to the business side so IT isn't the bottleneck on every document update. Guardian and Allstate have gone that route, along with 25 or so other carriers who've made the same shift.
Given your role at American National, figured it might at least be worth a look.
Happy to reconnect here if the timing ever works.
Chris
Kemper
kemper.com
· insurance
· Chicago, US
A specialized insurance holding company providing personal and commercial auto, life, and health insurance solutions.
Corroborated by internal Kemper Life references to paperless registration and automated status letters; input identifies specific Oracle Documaker usage via high-confidence technographic data.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Concentrating on independent agent distribution for specialty auto through divestiture of captive agent units., Implementation of a profitability recovery plan targeting $150 million in annualized savings and rate adjustments.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life Insurance
Awareness: stage_2
Scale: large — policies in force 4.5M+
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM
Live Signals (leadership, M&A, events)
- M&A: Kemper Corp (parent) completed the sale of its Newins distribution operation and captive agent storefronts to ensure focus on core life/auto bran
- Strategic Initiative: Kemper Life is intensifying its 'paperless' registration and digital policy management push to improve customer experience.
Contacts (37)
active: 9 completed: 8 queued: 20
9 active · 2 🔗
Sudha Devarajan
Director, Information Technology
engineering · director
queued
primary
– none
decision_maker
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📋 GUC3E41.PDF
Angle: M&A transition and digital policy strategy
Hooks: Ongoing transition after the Newins distribution sale, Your 2026 initiative to intensify digital policy management and paperless registration, Experience leading software engineering teams through complex insurance integrations
posture: peer CTA: soft type: problem_first
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Subject: Document templates during the transition
Hi Sudha,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT at Kemper, I wanted to ask about something that comes up a lot when insurers are going through the kind of structural changes you're navigating right now. With divestitures, cost recovery targets, and a shift toward independent agent distribution, does keeping policy documents and notices current still depend on developers who know the legacy system well enough to touch it?<br><br>At your volume, that dependency gets expensive fast. When a rate change or state filing requires a template update, and the person who can actually make that change has a queue of other priorities, the document side becomes a bottleneck nobody planned for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on day-to-day document changes at Kemper. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the high cost of maintaining legacy document templates for life insurance policies.
Hi Sudha,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The business team handles updates directly. IT stops being the bottleneck for routine document changes.<br><br>The parallel I see at insurers your size is this: when a regulatory filing requires a change to a declarations page or a cancellation notice, that update has to reach millions of policyholders accurately and on time. On most legacy systems, that is a developer project. It does not have to be.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: Transitioning to a business-user self-service model to eliminate the IT bottleneck for policy contract and beneficiary notice changes.
Subject: One last thing on doc infrastructure
Hi Sudha,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Sudha, glad to be connected. I sent a few emails about the Documaker dependency piece and the cost of keeping life insurance templates current when developer capacity is the bottleneck. At MHC we help insurers move that template ownership to the business side so IT isn't the critical path for every change. Optum used that same model to manage 200+ templates across BCBS and Humana, and Natera cut document cycle times from 2.5 weeks to 2 days. If any of this lands, feel free to reach out whenever.
Chris
Andrew Cote
Assistant Vice President, Strategy and Operations
operations · vp
active
primary
🔗 connected
champion
seq 1
step 2/3
📋 UNLOCK1.PDF
Angle: strategic operations and documaker technical debt
Hooks: Experience overseeing Strategy and Operations at Kemper during significant organizational transitions and distribution shifts., Direct oversight of operational efficiency which is currently bottlenecked by legacy Oracle Documaker dependencies., Focus on maintaining parent-level liquidity while managing complex document types like declarations and claims correspondence.
posture: peer CTA: soft type: problem_first
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Subject: Kemper doc updates + dev bottleneck
Hi Andrew,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategy and operations at Kemper, I wanted to ask about something we see come up constantly at carriers your size. Does getting a document template updated still require tracking down a developer and waiting in a queue?<br><br>At mega carriers with millions of policyholders, that wait creates real exposure. A rate change, a regulatory update, a new state filing requirement, and the document layer becomes the bottleneck. The business team knows exactly what needs to change but can't touch it without IT.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity within Oracle Documaker environments preventing operational agility.
Hi Andrew,<br><br>Following up on what I sent about the document update bottleneck.<br><br>The pattern we see at insurers Kemper's size: when a regulatory change hits, the compliance team knows the fix, but it still takes a developer to make the change in the system. At your volume, across millions of policyholders, that lag compounds fast.<br><br>The insurers we work with, Guardian Life, Allstate, Intact Financial, Acuity, moved to a model where the compliance or ops team handles template changes directly. IT sets the rules and approval workflows upfront. After that, the wait disappears and changes happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker complexity creates a hidden compliance risk and a heavy reliance on a shrinking pool of specialized developers for simple template updates.
Subject: One last thing, Andrew
Hi Andrew,<br><br>Sent you a couple of notes about the document infrastructure piece at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction given everything on Kemper's plate right now, feel free to reach out.
Proof: MHC helps 25+ major insurers like Guardian and Allstate move away from legacy bottlenecks to achieve Aspire #1 mid-market agility. · Asset: UNLOCK1.PDF
Appreciated the connection, Andrew. Sent you a couple of emails a few weeks back about the Oracle Documaker side of things, specifically the IT ticket wait times when template changes stack up faster than the queue moves.
At MHC we help insurers get document changes off the developer queue and into the hands of the business team directly. Guardian and Allstate both made that shift and it showed up in how quickly they could move on operational changes.
If any of this lands, feel free to reach out whenever.
Chris
Andrew Smith
Director, Claims Data Solutions
operations · director
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic claims data leadership amidst Kemper's data infrastructure evolution
Hooks: Current role leading the Claims Data Solutions team at Kemper (Jul 2024 - Present), Public search for a 'Claims Data Product Owner' to join your team to drive end-to-end solutions, Expertise in coordinating cross-functional resources for data collection and product delivery within legal and compliance guidelines
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Marshall Atchison
IT Director | Software Development Manager
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: IT leadership at Kemper + Documaker scarcity
Hooks: 20+ years of IT leadership and business experience, Expertise in .NET and SQL development, Kemper's recent transformation leadership under Anand Ramamoorthy
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: T3=25+ insurers + Aspire #1 mid-market · Asset: CUSTOM1.PDF
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Scott Kohl
Assistant Vice President - Claims Strategy and Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic claims leadership and digital transformation background
Hooks: Experience managing $4B+ in spend and large vendor networks at Liberty Mutual/Safeco, Current focus on integrating AI and new FNOL business models at Kemper Auto, Background in redefining operational workflows to balance costs and profitability
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The developer scarcity around Oracle Documaker means your $150K+ specialists are stuck managing template changes for claims correspondence and ID cards instead of high-value AI/FNOL innovation.
—
Reframe: Don't let legacy document architecture block the Claims Strategy roadmap. Shifting to business-user self-service removes the IT ticket bottleneck for every quote or billing update.
Subject: —
—
Proof: Insurers like Guardian and Allstate use MHC to empower business users, while T1 leaders like Optum manage 200+ templates with massive efficiency gains. · Asset: ULTIMA1.PDF
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Jason Miner
Assistant Vice President, Workforce Optimization (WFM, QA, and Training)
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise transformation alignment
Hooks: AVP of Workforce Optimization role at Kemper since Oct 2023, Alignment with Anand Ramamoorthy’s transformation mandate as Chief Operations & Transformation Officer, Past experience in strategy and analytics at USAA and BCBS
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker developer scarcity ($150K+ talent pool shrinking) causing IT ticket wait times for template changes like renewals and claims correspondence.
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Reframe: Stop defaulting to legacy IT-led architecture; shift to business-user self-service to reduce the technical debt blocking the broader transformation roadmap.
Subject: —
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Proof: MHC helped Guardian and Allstate (T2 Insurance) streamline document operations, effectively becoming an asset rather than a liability during core system modernizations. · Asset: ULTIMA1.PDF
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Larry peters
Vice President of IT Architecture, Business Intelligence, and Integration
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: strategic technical debt management during CEO transition
Hooks: Current VP of IT Architecture at Kemper overseeing integration and BI strategies, Managing Documaker technical debt amid interim CEO C. Thomas Evans Jr's restructuring efforts, Navigating the recent divestiture of Newins Insurance Agency to Confie while maintaining document ops
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: legacy blocking roadmap
Subject: —
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Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: UNLOCK1.PDF
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Wendy Mager
Vice President of Operations and Systems Shared Solutions
operations · vp
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: strategic operational leadership and industry recognition
Hooks: recognition as a 2023 Women in Insurance Leadership honoree by Digital Insurance for coaching and mentoring, leadership of Enterprise Shared Solutions and Strategy across Kemper's diverse insurance lines, focus on autonomy and operational efficiency within the Systems Shared Solutions group
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: legacy blocking roadmap
Subject: —
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Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
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Eric Griffin
AVP, Enterprise Shared Solutions | Operations | M&A | Transformation & Change
operations · vp
active
primary
– none
champion
seq 18
step 1/3
📋 UNLOCK1.PDF
Angle: vendor_event_attendance
Hooks: attendance at INNOVATE 2025 by Smart Communications, focus on Operational Effectiveness and OCM at Kemper, involvement in large-scale M&A and enterprise transformation projects
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Kemper
Hi Eric,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing shared solutions and operations at Kemper, I wanted to ask about something we see come up constantly at insurers your size. When a policy form, renewal notice, or declarations page needs to change, does that still require a developer to touch it before it goes out?<br><br>At mega-carrier scale, that dependency gets expensive fast. A rate adjustment triggers a template change. A state compliance update triggers another. Each one sits in a queue waiting on someone who knows the document system. With millions of policyholders and a profitability plan in motion, that kind of lag adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to take some of that load off your IT team. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Eric,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>The pattern we see most often at insurers running legacy document platforms is this: the business side knows exactly what needs to change on a renewal notice or declarations page, but they can't touch it. Someone has to write a ticket, wait for a developer who knows the system, and hope the change makes it out before the next mailing cycle.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all moved their policyholder communications to MHC. Across those accounts and 60+ others, the shift is consistent: once your compliance or operations team can make template changes directly, the wait disappears. IT stops being the bottleneck for every document update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Eric
Hi Eric,<br><br>Sent you a couple of notes about document template dependencies at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Eric, good to be connected.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. At MHC we help insurers move that ownership to the business side so doc changes don't sit in a ticket queue.
Allstate and Acuity have both done this, and we're working with 25+ carriers at this point, so the pattern tends to look familiar to folks in your space.
Worth a quick conversation to see if any of this is relevant?
Chris
Sujay Chauhan
Director of IT
engineering · director
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📋 ULTIMA1.PDF
Angle: strategic transformation and paperless journey leadership
Hooks: Led workstreams for strategic transformation projects including the $500K Paperless Journey for Customers and Guidewire implementation., Oversees technology consolidation and modernization (TMC) projects at Kemper, including moving 50+ workloads to AWS., Managed core policy processing system architectural patterns since the Infinity Insurance era.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Sujay,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Kemper, I wanted to ask about something we see come up constantly at insurers your size. Does updating policyholder documents like declarations pages, endorsements, or renewal notices still require a developer who knows the composition system inside and out?<br><br>At carriers running older document platforms, that dependency gets expensive fast. Developers who know those systems are hard to find and harder to keep. When a rate change or regulatory update hits, the ticket queue fills up and business teams wait. At Kemper's volume, that wait has real cost.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes off the developer backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Sujay,<br><br>Following up on what I sent about the developer dependency piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a clean before-and-after metric to share. What I can tell you is the pattern we see across the 60+ carriers we work with. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the developer is no longer in the critical path for every document change.<br><br>That matters a lot when you're running a profitability recovery plan and trying to move faster with fewer resources. At Kemper's scale, with millions of policyholders across non-standard auto, property, and life lines, the cost of slow document cycles shows up in every regulatory filing, every rate adjustment, every endorsement that has to go out the door.<br><br>Your compliance team makes the change. IT sets the guardrails. The wait disappears.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Sujay
Hi Sujay,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Sujay, good to be connected.
I sent a few emails recently about the developer scarcity problem on the document side, specifically the cost and availability pressure when every template change needs engineering time. At MHC we help insurers move that ownership to the business team so it stops hitting the developer queue. Companies like Allstate and Acuity have made that shift, and it's changed how their IT teams prioritise capacity.
Not sure if that maps to anything on your radar at Kemper right now, but worth a quick conversation to see if any of this is relevant?
Chris
Sameer Sawant
VP Information Technology
engineering · vp
active
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seq 21
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📋 CUSTOM1.PDF
Angle: IT capacity & modern delivery
Hooks: Current focus on Google Cloud Apigee and API platforms at Kemper, Recent divestiture of Newins Retail P&C stores signaling a focus on specialty core operations, Legacy of complex enterprise architecture leadership at CNA and Syntel
posture: peer CTA: soft type: problem_first
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Subject: IT capacity and doc templates, Kemper
Hi Sameer,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Kemper, I wanted to ask about something we see come up constantly at insurers your size. Is template maintenance for policyholder documents still landing on your dev team, even for routine changes?<br><br>At mega-scale carriers, that tends to be a quiet but persistent drain. A compliance update to a renewal notice or cancellation letter goes into the ticket queue, a developer who knows the system has to pull it, and the business side waits. Multiply that across declarations pages, endorsements, premium notices, and certificates of insurance, and it adds up fast, especially when you're running a profitability recovery plan and IT capacity is something you're watching closely.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your dev team from document maintenance work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sameer,<br><br>Following up on what I sent about IT capacity and document template overhead.<br><br>One thing I should have included: we work with financial services and insurance organizations running large template libraries where the change bottleneck sits in IT. HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their compliance and operations teams handle updates directly now. IT stops being in the critical path for every change.<br><br>That matters a lot when a regulatory update hits and your team needs to push revised language across declarations pages, endorsements, or cancellation notices at your volume without opening a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_architecture_lock_in
Subject: One last thing, Sameer
Hi Sameer,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction given everything on Kemper's plate right now, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CUSTOM1.PDF
Sameer, appreciate you connecting. Sent you a few emails recently about the IT dependency piece I mentioned, figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. HSBC moved a library of over 100 templates that way and pulled their IT team out of the day-to-day of it.
Given what Kemper is working through on the architecture side, that tradeoff might be relevant. If any of this lands, feel free to reach out whenever.
Chris
Mark Lucca
Vice President Claims - Design, Process, Improvement
operations · vp
queued
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– none
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📋 GUC3E41.PDF
Angle: claims process transformation & Documaker developer scarcity
Hooks: Experience in trademarked customer service programs and system transformation at Kemper, Recent J.D. Power claims satisfaction ranking (820/1000) and the drive to optimize service delivery, Managing the transition from Oracle Documaker for policy changes and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Kemper
Hi Mark,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims process improvement at Kemper, I wanted to ask about something that comes up a lot at insurers your size. When a claims document needs to change, does that still mean an IT ticket and waiting on a developer to get to it?<br><br>At mega-scale carriers, that wait compounds fast. A tweak to a claims correspondence template, a notice format, a coverage summary, and suddenly the team managing the process isn't the team with the ability to change it. With millions of policyholders, that gap shows up in ways that slow down the very improvements you're trying to drive.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims ops team move faster on document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Mark,<br><br>One more thought on the document change bottleneck I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving business users into the change path directly. The compliance and ops teams make updates now. IT stops being the bottleneck, and changes happen the same day.<br><br>For a claims operation at Kemper's volume, that kind of agility matters. When a regulatory notice requirement shifts or a claims correspondence format needs updating across millions of policyholder records, waiting on a developer queue is the thing that slows the process improvement work down. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Mark
Hi Mark,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Mark, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers move document ownership off developer queues to the business side. Allied Benefits is a good example, they were processing over a million communications and cut $4 per document out of the cost once their claims team could manage templates directly.
Given the design and process improvement work you're leading at Kemper, figured this might be worth a look.
Worth a quick conversation to see if any of this is relevant?
Chris
Charles Brooks
Chief Information Officer and EVP, Operations
engineering · c_level
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📋 ULTIMA1.PDF
Angle: strategic digital modernization vs legacy scarcity
Hooks: Your leadership in leveraging technology for policyholder service, especially with the recent intensity around paperless registration at Kemper Life, Recognition as one of Savoy’s Most Influential Black Executives while steering Kemper’s Operations & Systems, Managing the technical debt of legacy Oracle Documaker while scaling digital-first member communications
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Kemper's scale
Hi Charles,<br><br>Chris here from MHC Automation.<br><br>Given your role running both IT and operations at Kemper, I wanted to ask about something we see come up constantly at carriers your size. With millions of policyholders across non-standard auto, property, and life lines, does every change to a policyholder document still require a developer to touch the template?<br><br>At carriers running older document platforms, that dependency tends to pile up fast. A rate change, a state regulatory update, a new endorsement format. Each one becomes an IT ticket waiting on someone with specialized platform knowledge. When those developers are hard to find or already stretched, the queue grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that developer dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is currently the bottleneck for every document change, with developer scarcity making it harder to find specialists for legacy Documaker templates.
Hi Charles,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We've helped Guardian Life and 25+ other insurers modernize their CCM infrastructure. The pattern is consistent: once business users can manage templates directly, within the controls IT sets, the wait disappears. Compliance makes the change the same day instead of filing a ticket and waiting.<br><br>At Kemper's volume, that matters. When a state regulator changes a required disclosure on cancellation notices or premium statements, that update has to reach millions of policyholders accurately and on time. On most legacy platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>Given the profitability focus your team is working through, cutting the overhead tied to specialized platform maintenance seems worth a conversation. Happy to chat in the days or weeks to come, or I can send over some materials first if that's easier.
Reframe: Rather than hiring more $150K+ developers, shift document ownership to business users to eliminate the IT ticket wait and reduce architectural lock-in.
Subject: One last thing on doc infrastructure
Hi Charles,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and over 25 other insurers modernize their CCM, while T1 leaders like HSBC have transitioned hundreds of complex templates to a self-service model. · Asset: ULTIMA1.PDF
Hey Charles, saw you connected and figured I'd say hello here.
I sent a few emails recently about the developer scarcity piece on legacy Documaker templates, so you have some context on what MHC does. The short version is we help insurers move template ownership to the business side and off the IT queue.
Guardian did exactly that, along with 25 other insurers we've worked through similar transitions with.
Given you're carrying both the CIO and ops remit at Kemper, worth a quick conversation to see if any of this is relevant?
Chris
Lee Berger
Vice President, Head of Transformation, Kemper Auto
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic_transformation_modernization
Hooks: your focus on driving transformation at Kemper Auto and the enterprise-wide push toward digital policy management, your extensive background in operational efficiency and digitizing the insurance customer experience, the recent strategic shift toward paperless registration and digital-first policy life cycles at Kemper
posture: peer CTA: soft type: problem_first
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Subject: Document changes slowing down Kemper Auto?
Hi Lee,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Kemper Auto, I wanted to ask about something that comes up a lot in insurance orgs going through the kind of restructuring you're navigating. Does updating policyholder documents like declarations pages, endorsements, cancellation notices, or renewal correspondence still require going through a developer who knows the document system?<br><br>At your scale, with millions of policyholders across non-standard auto, that kind of bottleneck adds up fast. Every rate change, every regulatory update, every agent-facing notice has to move through IT before it reaches the field. When you're also trying to hit a $150M savings target, that kind of drag on operations is the last thing you need.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your ops team move faster on document changes without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Lee,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We've helped 25+ insurers move off legacy Oracle-era document platforms to get business users managing templates directly. Companies like Guardian Life and Allstate are part that group. The pattern is pretty consistent: once the compliance or ops team can make template changes without writing an IT ticket, the backlog clears and cycle times drop significantly.<br><br>For a carrier your size, that matters most when a regulatory change hits a state where you're running non-standard auto. The old way means someone files a ticket, waits for a developer who knows the system, and hopes the change goes out before the deadline. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>With your team focused on the profitability recovery plan, anything that reduces operational drag on document production seems worth a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance_and_508
Subject: One last thing, Lee
Hi Lee,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you work through the transformation plan, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate move off legacy Oracle Documaker to achieve business-user self-service. · Asset: UNLOCK1.PDF
Hey Lee, appreciate the connection.
Sent you a few emails recently about the IT dependency piece on template changes. Didn't want to let the LinkedIn connection go without saying hello directly.
At MHC we help insurers move document ownership off developer queues to the business side. Companies like Guardian and Allstate have made that move away from legacy platforms like Documaker and landed in a place where business teams own their own templates.
Given the transformation work you're driving at Kemper Auto, there may be some overlap there.
Happy to reconnect here if the timing ever works.
Chris
Vineet Saxena
Director, IT Shared Services
engineering · director
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📋 ULTIMA1.PDF
Angle: enterprise paperless transformation leadership
Hooks: Your leadership of the enterprise Paperless Transformation Program at Kemper, Specific success driving $2.99M in annual savings through print vendor rationalization, Ownership of customer and agent digital communications across Kemper Life and P&C lines
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Kemper
Hi Vineet,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT Shared Services at Kemper, I wanted to ask about something that comes up a lot with insurance organizations your size. Is updating policyholder documents like declarations pages, endorsements, or renewal notices still something that requires a developer to touch the system directly?<br><br>At mega-scale carriers, that dependency tends to quietly become a real bottleneck. Every regulatory change, every rate adjustment communication, every agent-facing update sits in a queue waiting on someone with the right system access. With Kemper's focus on profitability recovery and shifting distribution toward independent agents, I'd imagine the pressure to move faster on document changes is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Vineet,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing worth sharing: Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see consistently at large insurers is that once the business side can manage templates directly, the IT ticket queue for document changes stops being a planning problem.<br><br>Your policyholder data probably sits across several systems. Policy admin, claims, rating engines, maybe a few more depending on the line of business. When a regulatory notice or rate communication has to go out to millions of policyholders fast, that change has to travel through a system only a developer can touch. Declarations pages, endorsements, cancellation notices, premium notices. Each one a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Vineet
Hi Vineet,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) · Asset: ULTIMA1.PDF
Vineet, appreciate you connecting. Sent you a few emails about the IT dependency piece on document template changes, so figured LinkedIn might be an easier place to continue the conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate both made that shift, which freed their teams up for higher-priority infrastructure work.
Given your role at Kemper, the developer scarcity angle I raised may or may not be relevant right now. If any of this lands, feel free to reach out whenever.
Chris
Ian Green
VP, Business Transformation
operations · vp
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
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Proof:
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Rachelle Parkhurst Knau
Assistant Vice President, Policy Administration
operations · vp
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📋 UNLOCK1.PDF
Angle: developer scarcity + policy admin friction
Hooks: your team at Kemper mentioned the shrinking pool of developers for legacy systems like Documaker, 13+ years overseeing Policy Administration at Kemper, managing complex docs like declarations and claims correspondence without IT bottlenecks
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Policy admin docs + IT wait times
Hi Rachelle,<br><br>Chris here from MHC Automation.<br><br>Given your role in policy administration at Kemper, I wanted to ask about something that comes up a lot at large insurers. Does updating policyholder documents like declarations pages, endorsements, or renewal notices still require going through a developer every time a change needs to happen?<br><br>At your volume, that bottleneck adds up fast. Rate changes, regulatory updates, form revisions tied to your specialty auto book — if the only people who can touch those templates are on the IT side, the business ends up waiting in a queue every time something needs to move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out faster without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rachelle,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved away from legacy document platforms where every template change is a developer project. The pattern we see consistently: once the compliance or ops team can make changes directly, the wait disappears. A form update that used to take two to three weeks gets handled the same day.<br><br>For a carrier running specialty auto at Kemper's scale, that matters. Rate adjustments, endorsement language, cancellation notices — when those have to go to millions of policyholders accurately and on time, waiting on a ticket queue is a real cost.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing for Rachelle
Hi Rachelle,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction as Kemper works through its cost recovery plan, feel free to reach out.
Proof: Guardian and 25+ other insurers have modernized away from legacy bottlenecks using MHC. · Asset: UNLOCK1.PDF
Rachelle, appreciate you connecting. I sent a few emails over the past couple of weeks so you've probably seen my name already.
At MHC we help insurers move template ownership off the developer queue and over to the business side. Guardian and a handful of other carriers we work with had been sitting on the same IT dependency bottleneck I mentioned before they made the switch.
Given your role in policy administration, the IT dependency piece I raised may or may not be on your radar right now. If any of this lands, feel free to reach out whenever.
Chris
Jennifer Stephenson
Director, Business Operations & Strategy
operations · director
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📋 UNLOCK1.PDF
Angle: strategic digital transformation lens
Hooks: focus on driving profitable growth and eliminating process friction, interest in untangling complex 'knot' processes within business architecture, history of managing digital transformation and large-scale portfolio management
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: business-user self-service
Subject: —
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Proof: 25+ insurers + Aspire #1 mid-market · Asset: UNLOCK1.PDF
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Karen Kemp
AVP, Information Technology
engineering · vp
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Angle: 20-year tenure + developer scarcity in legacy Oracle Documaker environments
Hooks: Your 20-year journey at Kemper from IT Director to AVP, Recent leadership changes with Anand Ramamoorthy joining as Head of Transformation, The challenge of maintaining legacy policy admin interfaces like Documaker FP 1.1
posture: peer CTA: soft type: problem_first
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Subject: Document platform + Kemper's savings push
Hi Karen,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT at Kemper, I wanted to ask about something that comes up constantly at insurers your size. Is document template maintenance still sitting on your developer team's plate, pulling them away from higher-priority work?<br><br>At organizations running older document platforms, that tends to be a real drag. Every policy form update, every notice, every correspondence change goes through IT because the business side can't touch the system. That's expensive developer time spent on work that, with the right platform, wouldn't require a developer at all.<br><br>With Kemper focused on finding $150M in annualized savings, I'd imagine IT bandwidth is under a lot of scrutiny right now. That kind of overhead on the document layer is one of the first places we see companies find room.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Karen,<br><br>Following up on what I sent about developer time and the document layer at Kemper.<br><br>One thing I should have included: the pattern we see at insurers who make this shift is pretty consistent. The business team starts owning template changes directly, with approval workflows built in, and the developer queue for document work basically stops growing. Changes that used to take weeks happen the same day.<br><br>On the proof side, I'll be straight with you. I don't have a single insurance case study with a hard metric I can point to. What I can tell you is that Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC NorthStar CCM. The pattern across all of them is the same: IT stops being the bottleneck for declarations pages, endorsements, renewal notices, and claims correspondence. The compliance and ops teams handle it directly.<br><br>For an insurer Kemper's size, with millions of policyholders across non-standard auto and property lines, that kind of operational flexibility matters especially when a rate change or regulatory update has to propagate across every affected document fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change
Subject: One last thing, Karen
Hi Karen,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document layer ever becomes too much of a friction point given everything Kemper has on its plate right now, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Karen, appreciate you connecting.
Sent you a few emails about the developer scarcity side of document operations, specifically the cost and capacity squeeze when template changes keep routing through engineering. At MHC we help insurers move that ownership to the business side so your developers aren't the bottleneck on communications work. Allstate and Acuity are both running on it, and we're across 25+ carriers at this point.
If any of this lands, feel free to reach out whenever.
Chris
David Yoon
Director, Strategic Planning & Portfolio
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Angle: strategic planning oversight in digital transformation
Hooks: Current role as Director of Strategic Planning & Portfolio at Kemper since 2020, Background in brand management and strategic analysis (Procter & Gamble, Steward Health Care), MBA from Chicago Booth, focused on high-impact strategic initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic planning at Kemper, I wanted to ask about something we see come up a lot at insurers your size. Does updating customer-facing documents like declarations pages, endorsements, or renewal notices still require going through IT and waiting on a developer who knows the system?<br><br>At mega carriers running older document platforms, that dependency tends to get expensive fast. Every regulatory change, every rate adjustment, every co-branding update for an independent agent becomes a ticket. The backlog grows. The compliance team waits. And with a profitability recovery effort underway, that kind of friction in the document layer is worth looking at.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without a rip-and-replace. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I'll be honest: I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern across the 60+ insurers we work with. The carrier moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for document changes. The ticket never gets written.<br><br>That matters more when your distribution is shifting. With Kemper leaning further into independent agents for specialty auto, your declarations pages, endorsements, and certificates of insurance have to stay current across a lot of variants. If every agent-specific or state-specific change requires a developer, the volume gets unmanageable.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document infrastructure piece at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Kemper works through its recovery plan, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey David, good to have you in the network.
Sent you a few emails about the IT dependency piece I mentioned, so you likely have some context on what we do. At MHC we help insurers get template ownership off the developer queue and into the business side. Allstate and Acuity have both moved that direction with us, and it tends to free up IT bandwidth for the roadmap work that actually needs them.
No agenda here. Happy to reconnect here if the timing ever works.
Chris
Greg Jackson
VP Enterprise Architecture
engineering · vp
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Angle: enterprise architecture alignment with specialty auto scale
Hooks: your role overseeing enterprise architecture for Kemper's P&C business, especially given the scale of declarations and renewals across the Kemper Auto specialty brands, managing architectural debt in the wake of portfolio adjustments like the recent Newins sale, leveraging your background in high-volume insurance operations at Kemper since 2011
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Kemper
Hi Greg,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Kemper, I wanted to ask about something that comes up a lot at insurers your size. Is the document template layer still something that requires a developer every time a change needs to go out, whether that's across auto policy docs, endorsements, or notices?<br><br>At mega-scale operations, that dependency gets expensive fast. When rate changes hit or regulatory language needs updating across millions of policyholders, waiting on a dev who knows the composition system is a real bottleneck. With Kemper concentrating on specialty auto and independent agent distribution, I'd imagine the volume and variability of policyholder documents makes that even more pronounced.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency in your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Greg,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now. The wait for a developer who knows the system disappears.<br><br>That matters especially in insurance when a state-level regulatory change hits and declarations pages, endorsements, or cancellation notices have to go out accurately to millions of policyholders fast. On most legacy composition platforms, that is a developer project. It does not have to be.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing for Kemper
Hi Greg,<br><br>Sent you a couple of notes about the document infrastructure piece at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your architecture roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CUSTOM1.PDF
Hey Greg, appreciated you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business can move without waiting on architecture resources. At MHC we help insurers do exactly that, and it's come up at places like Fidelity and PNC where the volume of document changes was creating real bottlenecks for their teams.
Given your role at Kemper, figured this channel might be a better fit for the conversation anyway.
If any of this lands, feel free to reach out whenever.
Chris
Rich Sloan
Assistant Vice President, IT
engineering · vp
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Angle: enterprise software engineering leadership at Kemper
Hooks: your role overseeing application development and software engineering at Kemper, your recent co-authored piece on enterprise content management best practices and peer code reviews, Union National Life’s reliance on Documaker for high-stakes policy and beneficiary notices
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Rich,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT engineering at Kemper, I wanted to ask about something we see come up a lot at insurers your size. Does updating policyholder documents still require a developer who knows the system to touch every change?<br><br>At companies running older document platforms, that's usually how it works. A compliance update hits, a state filing changes, and the request lands in an IT queue. The business team waits. Your engineers are pulled off higher-priority work to update a template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from routine document change work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rich,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. Alongside 60+ other insurers. The pattern we see consistently: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every declarations page edit or renewal notice update.<br><br>With Kemper's scale and the focus on independent agent distribution, having your engineering team tied up on document template changes is a real cost. The people who know what the document should say end up waiting on a ticket instead of making the change themselves.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_simplification
Subject: One last thing, Rich
Hi Rich,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) leveraged MHC to unlock template agility without IT bottlenecks. · Asset: ULTIMA1.PDF
Thanks for connecting, Rich. Sent you a few emails about the IT dependency piece I mentioned, so figured LinkedIn made sense as another way to say hello.
At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Guardian and Allstate are both running on it now, along with about 25 other carriers who were dealing with the same dynamic.
Worth a quick conversation to see if any of this is relevant?
Chris
William Awad
Chief Technology Officer
engineering · c_level
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Angle: strategic technical debt management amid recent leadership shifts
Hooks: Current tenure as CTO since 2018 at Kemper during the interim CEO transition of C. Thomas Evans, Jr., Extensive background in enterprise-scale cloud adoption and IT operations at The Hartford and Travelers., Recent corporate activity including the sale of Newins Insurance Agency Holdings and the 2023 shift to focus on Kemper Auto and Kemper Life segments.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure, Kemper
Hi William,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Kemper, I wanted to ask about something that comes up pretty regularly at insurers your size. Is the document production layer one of those areas where every template change still requires a developer with platform-specific knowledge to touch it?<br><br>At mega-scale insurers, that dependency gets expensive fast. Declarations pages, endorsements, cancellation notices, renewal correspondence, all of it sitting behind a change queue that only a few people can move. When you're running a profitability recovery effort and trying to reduce technical overhead, that kind of structural bottleneck tends to show up on the list.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket for every change
Hi William,<br><br>Following up on what I sent about the document change dependency.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern we see consistently is that once an insurer moves over, the compliance and operations teams start managing templates directly. The developer queue for document changes stops being a queue at all.<br><br>That matters especially when you're mid-restructure and trying to figure out where technical debt is worth carrying. A document platform that requires specialized developer time for every endorsement update or notice change is a cost center that compounds. Your compliance team or ops team makes the change directly, within the approval workflows IT sets, and it ships the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: developer scarcity ($150K+, shrinking pool)
Subject: One last thing, Kemper
Hi William,<br><br>Sent you a couple of notes about the document infrastructure layer at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point in the profitability work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to eliminate document bottlenecks. · Asset: UNLOCK1.PDF
Hey William, appreciated the connection.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers move document ownership off the IT queue and into the hands of the business side. Guardian and Allstate are both running that way now, along with a couple dozen other carriers we work with.
If any of this lands, feel free to reach out whenever.
Chris
Michael Solomon
Director of Information Technology
engineering · director
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Angle: IAM and cloud infrastructure leadership at Kemper
Hooks: Current focus on Identity and Access Management (IAM) strategies and multi-year infrastructure roadmaps at Kemper, Background in Solutions Architecture and DevOps with deep experience in AWS services like Lambda and SQS, Leading efforts to automate repetitive workflows using CI/CD frameworks to drive developer efficiency
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Kemper
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT at Kemper, I wanted to ask about something that comes up a lot at insurance organizations your size. Does every change to a policyholder document still require a developer to touch it, or has your team found a way to get the business side handling that directly?<br><br>At mega-scale insurers, the document layer tends to be where modernization stalls. Declarations pages, endorsements, cancellation notices, renewal correspondence — changes to any of those go into a queue, wait on someone who knows the system, and by the time they're out the other side, three other things are already backed up. With Kemper's focus on tightening operations and hitting savings targets, that kind of drag tends to show up on someone's radar eventually.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT lift around document template management at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and technical debt from legacy Documaker architecture
Hi Michael,<br><br>One more thought on the IT bandwidth piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across multiple plan types — authorization letters, approval notices, denial correspondence — all running through one compliant workflow. They cut document delivery times from 2.5 weeks to 2 days.<br><br>The way it worked: their compliance and ops teams started handling template changes directly, without writing a ticket. IT stopped being the bottleneck for day-to-day document updates. That matters especially when a regulatory change hits and policyholder notices have to go out accurately, fast, at scale.<br><br>That's what MHC NorthStar CCM does differently — it removes the developer from the routine change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives vs. default upgrades to reduce IT dependency
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and cut delivery times from 2.5 weeks to 2 days · Asset: CUSTOM1.PDF
Hey Michael, appreciated the connection.
Sent you a few emails about the developer scarcity and legacy Documaker debt at Kemper. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every document change. Optum went from 2.5 weeks to 2 days on delivery across 200+ templates after making that shift.
Not sure where that sits on your radar right now, but it seemed relevant given what you're carrying on the architecture side.
If any of this lands, feel free to reach out whenever.
Chris
Criss Chang
VP Investment Operations
operations · vp
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Angle: strategic investment and asset management transformation
Hooks: Your 29-year tenure at Kemper spanning treasury, business systems analysis, and now investment operations strategy., Leading the asset management transformation roadmap focusing on automation to reduce waste and provide business value insights., The $1.1B parent liquidity and recent focus on strategic shifts like the Newins distribution sale.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Criss,<br><br>Chris here from MHC Automation.<br><br>Given your role in investment operations at Kemper, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update investor-facing or policyholder documents, does that still require going through IT and waiting on a developer who knows the system?<br><br>At organizations running older document platforms, that wait is usually measured in weeks, not days. A compliance change, a disclosure update, a new state filing requirement, and suddenly it's a ticket in a queue that competes with everything else on IT's plate. At Kemper's scale, with millions of policyholders across non-standard auto, property, and life lines, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your ops team and IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Criss,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Intact Financial runs their policyholder communications on MHC alongside Allstate, Guardian Life, and Acuity. The pattern we see across all of them is the same. Once the compliance or ops team can make template changes directly, without writing a ticket, changes happen the same day instead of sitting in a queue for two or three weeks.<br><br>That matters a lot when a state filing deadline hits or a regulatory disclosure has to go out across millions of policies at once. Cancellation notices, renewal documents, endorsements, premium notices, the documents that touch policyholders most often are usually the ones hardest to update quickly on older platforms.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Kemper docs
Hi Criss,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Criss, appreciate you connecting.
Sent you a couple of emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without waiting on a ticket. At MHC we help insurers do exactly that, moving document ownership away from IT and into the hands of the ops and comms teams.
Allstate and Acuity have both gone through this, and it tends to surface pretty quickly in investment operations when document changes are stuck behind a queue that was built for something else.
Happy to reconnect here if the timing ever works.
Chris
Catherine Napoli
Director, Organizational Change Management
operations · director
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Angle: strategic change lead for Kemper's digital transition
Hooks: Experience leading change for reporting platforms and strategic business initiatives at Allstate, Directing Organizational Change Management at Kemper during the 'paperless' registration initiative, Deep background in continuous improvement and sustainability roadmaps for finance organizations
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Catherine,<br><br>Chris here from MHC Automation.<br><br>Given your role leading organizational change at Kemper, I wanted to ask about something that comes up a lot during transitions like the one your team is navigating. When policy documents like declarations pages, endorsements, or renewal notices need to be updated, does that still require an IT ticket and a developer to touch the template?<br><br>At a company Kemper's size, that bottleneck can stall a lot. Especially when you're pushing toward paperless delivery and trying to move faster on the independent agent side. Every document change that sits in a queue is a delay the business shouldn't have to absorb.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops and IT teams move faster on document changes without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where every policy change or dividend notice requires an IT ticket, stalling Kemper's paperless momentum.
Hi Catherine,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One thing worth sharing: Guardian Life runs their policyholder communications on MHC alongside Allstate, Intact Financial, Acuity, and 60+ other insurers. The pattern we see consistently is that once the business side can manage templates directly, the IT queue for document changes stops being a factor. Compliance makes the update, it goes through approval, and it's done the same day.<br><br>That matters a lot when you're running declarations pages, cancellation notices, and premium notices across millions of policyholders and the regulatory language has to change fast. At Kemper's volume, a developer dependency on every template update is a real cost, not just an inconvenience.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to Oracle's cloud migration path, evaluate how a business-user-led approach to template management eliminates the $150K+ developer requirement for document composition.
Subject: One last thing, Catherine
Hi Catherine,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and over 25 other insurers modernize their CCM, while Optum managed over 200 templates to streamline member communications. · Asset: UNLOCK1.PDF
Appreciate you connecting, Catherine. Sent you a few emails recently about the IT ticket bottleneck on template changes, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off developer queues and onto the business side. Guardian went through a similar transition, and they weren't alone, we've worked with over 25 insurers on exactly this kind of modernisation.
Given where Kemper is with its paperless push, seemed worth putting a name to the emails. Happy to reconnect here if the timing ever works.
Chris
Michael Hanchett
Director of Claims Operations
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Angle: Director-level oversight of claims document compliance and IT resource scarcity at Kemper.
Hooks: Ongoing tenure of over 11 years as Director of Claims Operations at Kemper, Background managing legal compliance of documents, releases, and authorizations from Infinity Insurance, Recent signals indicating Kemper's IT team lacks skilled staff to support Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Claims docs & IT bottlenecks
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing claims operations at Kemper, I wanted to ask about something that comes up a lot at large insurers. Does updating claims correspondence still require going through IT and waiting on a developer to make the change?<br><br>At Kemper's volume, that wait adds up. Every regulatory update, every revised notice, every new disclosure that has to go out to policyholders sits in a queue until someone with the right technical skills gets to it. That's a hard dependency to carry when you're also running a profitability recovery effort and trying to do more with less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your operations team move faster on document changes without adding IT headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker is creating a bottleneck for claims correspondence updates, leaving your operations team waiting on technical tickets.
Hi Michael,<br><br>Following up on the IT bottleneck piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on a similar problem. They were managing over 1 million annual communications across 250+ templates and 80+ plan variations. Template changes were taking 2.5 weeks. After moving to MHC, that cycle dropped to 2 days, and they eliminated $4 per document in vendor fees.<br><br>The part that made the difference: their operations team started managing templates directly. The ticket never gets written because the wait is gone. For a team running claims correspondence at Kemper's scale, with millions of policyholders and ongoing pressure to cut costs, that kind of change cycle matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than hiring scarce $150K+ developers for a legacy system, empower your claims operations team with self-service document composition.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about claims document ops at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4 per document by streamlining over 1 million communications and moving from a 2.5-week template change cycle to just 2 days. · Asset: GUC3E41.PDF
Hey Michael, good to be connected.
Sent you a few notes over email about the developer queue issue on Documaker, figured I'd follow up here. At MHC we help insurers move template ownership to the business side so claims teams aren't waiting on IT tickets to get correspondence updated.
Allied Benefits got from a 2.5-week template change cycle down to 2 days and cut $4 per document across over a million communications. The pattern tends to look similar at carriers running legacy authoring tools.
Worth a quick conversation to see if any of this is relevant?
Chris
Sue Bohm
Senior Business Analyst
operations · manager
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Angle: document testing and production checkout
Hooks: 20+ years at Kemper/Unitrin managing business requirements and production checkout for document changes, Experience validating functional requirements for insurance document workflows, Kemper's strategic shift to focus capital on core profitable lines by exiting preferred home/auto
posture: peer CTA: soft type: problem_first
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Subject: Doc changes at Kemper
Hi Sue,<br><br>Chris here from MHC Automation.<br><br>Given your role as a senior business analyst at Kemper, I wanted to ask about something we see come up a lot at insurers your size. When your team needs to update a policyholder document, does that still require going through a developer to get it done?<br><br>At carriers running complex document portfolios, that handoff is usually where things slow down. A compliance change comes in, or a state filing requires updated language, and the business analyst who knows exactly what needs to change has to write up a ticket and wait. At Kemper's scale, with millions of policyholders across auto, property, and life lines, that wait has real consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on developers for document changes at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sue,<br><br>Following up on what I sent about the developer dependency piece.<br><br>The pattern we see most often at large insurers: the business analyst knows what the document needs to say. The developer knows how to make the change in the system. Those are two different people, and that gap is where document updates stall.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The compliance and ops teams handle template changes directly, with approval workflows built in. IT stops being the bottleneck for every declaration page update, endorsement, or renewal notice that needs to go out.<br><br>That's what MHC NorthStar CCM does differently: the people who understand the document are the ones who update it, without needing a developer in the loop for every change.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Sue
Hi Sue,<br><br>Sent you a couple of notes about document template changes at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate manage complex document portfolios without the developer bottleneck. · Asset: UNLOCK1.PDF
Hey Sue, appreciated you connecting.
I sent a few emails about the IT dependency piece and figured LinkedIn might be a better place to actually have a conversation. At MHC we help insurers move template ownership to the business side without routing changes through a developer queue. Guardian and Allstate both manage complex document portfolios that way now.
Given you're in doc ops at Kemper, some of that might map to things you're already thinking about.
Worth a quick conversation to see if any of this is relevant?
Chris
Mark Murgas
Director, Claims Operations
operations · director
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Angle: claims transformation and operational efficiency
Hooks: Experience transitioning from Business Analyst to Director of Claims Operations at Kemper, Focus on streamlining claims correspondence like endorsements and cancellations under new leadership (Anand Ramamoorthy), Historical background at Infinity Insurance (now part of Kemper) and Farmers Insurance
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + IT backlog, Kemper
Hi Mark,<br><br>Chris here from MHC Automation.<br><br>Given your role in claims operations at Kemper, I wanted to ask about something that comes up a lot at insurers your size. Does every update to a claims correspondence template still require an IT ticket and a wait on a developer to touch the system?<br><br>At organizations running millions of policyholder communications a year, that dependency adds up fast. Claims letters, denial notices, coverage explanations, any regulatory language update becomes a developer project instead of something your ops team handles the same day. When you're also running a profitability recovery effort, that kind of friction is the last thing you need adding to turnaround times.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into your team's hands directly. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change and developer scarcity for Oracle Documaker templates
Hi Mark,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC, alongside 25+ other insurers we work with. The pattern we see consistently: the insurer moves off their legacy document platform, business users start managing templates directly, and the wait disappears. Your compliance team handles the language update, the ops team pushes the change, IT stops being the bottleneck for every claims letter and denial notice.<br><br>That matters especially when a regulatory change hits and claims correspondence has to go out accurately to millions of policyholders fast. On a legacy system, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational pain: compliance anxiety and document quality bottlenecks in claims correspondence
Subject: One last thing, Kemper claims docs
Hi Mark,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, part of a portfolio of 25+ insurers. · Asset: UNLOCK1.PDF
Hey Mark, appreciate you connecting.
Sent you a few emails about the Documaker template dependency piece, specifically the wait time when every change routes through a developer ticket. At MHC we help insurers move that ownership to the business side so claims and ops teams aren't queued behind IT for every update. Guardian and Allstate have both worked through that with us, along with a few dozen other carriers.
If any of this lands, feel free to reach out whenever.
Chris
Jose Galiano
Chief Operations Officer
operations · c_level
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Angle: Sapiens Innovator Award & Modernization
Hooks: Recognition for the Sapiens Customer Experience Innovator Award, Your focus on modernizing service for 4.6M+ policies, Background in C++ programming and Customer Configuration Management at Mastercard
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Kemper
Hi Jose,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at Kemper, I wanted to ask about something that comes up a lot at insurers your size. Does every change to a policyholder document still require going through a developer before it can go out?<br><br>At companies with millions of policyholders, that dependency adds up fast. A rate change, a new endorsement, a regulatory update in a state, and suddenly your ops team is waiting on an IT ticket to move. Declarations pages, renewal notices, cancellation letters, anything that touches the customer gets held up in that queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you reduce that kind of friction across your policyholder communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity
Hi Jose,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate both moved to MHC after running into the same pattern: every template update required a developer, costs were climbing, and the IT queue was the ceiling on how fast they could respond to anything. Both companies moved to a model where the business side handles template changes directly, with controls in place. The developer stops being the bottleneck on day-to-day document work.<br><br>With millions of policyholders and Kemper's current focus on profitability and operational efficiency, that kind of agility matters. A state regulatory change or a product update affecting your auto or property lines shouldn't take weeks to get into the document.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM as a blocker to the digital-first roadmap and compliance agility
Subject: One last thing, Jose
Hi Jose,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) migrated to MHC to eliminate template bottlenecks and reduce TCO. · Asset: UNLOCK1.PDF
Hey Jose, appreciated the connection.
Sent you a few emails recently about the Documaker side of things, specifically the IT ticket wait on template changes and what that costs when developer time is already stretched. At MHC we help insurers move that ownership to the business side so changes don't sit in a queue.
Guardian and Allstate both made that move to cut template bottlenecks and bring TCO down, which is what prompted me to reach out to Kemper.
Happy to reconnect here if the timing ever works.
Chris
Charles Smith
Director, IT Infrastructure Architecture
engineering · director
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Angle: Legacy Tech at Enterprise Scale
Hooks: 21-year tenure at Kemper spanning Senior Systems Admin to Director of IT Infrastructure Architecture, Deep background in Enterprise Architecture and mission-critical infrastructure for Kemper, Current focus on modernizing IT infrastructure architecture at an enterprise scale for a major insurer
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Kemper
Hi Charles,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT infrastructure at Kemper, I wanted to ask about something we see come up constantly at insurers your size. Is your team still the bottleneck for every document template change because the work requires a developer who knows the legacy system?<br><br>At mega-scale, that problem compounds fast. Millions of policyholder documents, dozens of template variants for declarations pages, endorsements, cancellation notices, renewal correspondence. Every change that touches a template lands on IT's plate. And the pool of people who can actually work in these older composition environments keeps shrinking.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+, shrinking pool) making template changes a bottleneck for IT architecture.
Hi Charles,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>I want to be honest with you on proof: we work with Guardian Life, Allstate, Intact Financial, and Acuity on their policyholder communications, alongside 60+ other insurers. I don't have a single insurance case study with a hard metric I can drop here. What I can tell you is the pattern we see consistently. The insurer moves to MHC, the compliance and ops team starts handling template changes directly, and IT stops being the bottleneck for every declaration page update or endorsement revision.<br><br>At Kemper's volume, that matters. When a regulatory change hits a state and affects cancellation notices or premium correspondence for hundreds of thousands of policyholders, that change can't wait on a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker is often seen as a legacy anchor; evaluate modern CCM alternatives to avoid architecture lock-in before the next major Documaker upgrade.
Subject: One last thing on CCM
Hi Charles,<br><br>Sent you a couple of notes about the document infrastructure piece at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance leaders like Allstate and Guardian trust us to manage complex communication portfolios, with 25+ insurers ranking us #1 for mid-market reliability. · Asset: ULTIMA1.PDF
Hey Charles, good to connect.
Sent you a few emails about the Documaker developer scarcity piece, specifically the cost and availability problem that makes every template change land in your queue. At MHC we help insurers move that work off IT and onto the business side directly.
Allstate and Guardian both run their communication portfolios through us, and we've got 25 or so mid-market insurers who've made the same move.
Worth a quick conversation to see if any of this is relevant?
Chris
Dan Benton
Vice President - Enterprise Architecture
engineering · vp
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Angle: enterprise architecture alignment with Kemper's 2025/2026 claims transformation and organizational focus
Hooks: Anand Ramamoorthy joining as Chief Claims Officer and Head of Transformation to modernize core operations, Expertise in SOA and Agile Methodologies to bridge legacy Oracle Documaker architecture with modern DT roadmaps, Kemper's strategic pivot to focus on core insurance operations following the Newins distribution sale
posture: peer CTA: soft type: problem_first
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Subject: Document layer and Kemper's architecture roadmap
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Kemper, I wanted to ask about something that comes up a lot with carriers your size. Is the document production layer one of those things that keeps surfacing as a blocker when your team tries to move faster on the broader transformation roadmap?<br><br>At mega-carrier scale, the issue usually looks like this: policy comms, claims correspondence, renewal notices, all of it tied to templates that only a developer can touch. Every change, even a small regulatory update, turns into an IT ticket. That queue doesn't shrink when you're also trying to run a claims transformation and hit $150M in savings targets.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural dependency on developer intervention for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Dan,<br><br>One more thought on the document layer piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees. The bigger shift was that template changes that used to take weeks started happening in days, without IT involvement on every update.<br><br>At Kemper's volume, with policyholder communications touching claims, renewals, and agent distribution across non-standard auto and property lines, that kind of backlog compounds fast. A regulatory change in one state means someone has to find the right template in a system only a developer can open. Meanwhile the business side is waiting.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about the document infrastructure piece at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Allied Benefits eliminate $4/document costs and reduce template change cycles from weeks to days. · Asset: CUSTOM1.PDF
Hey Dan, appreciated the connect.
I sent you a few emails about the IT dependency piece I mentioned, getting template changes off the developer queue. Didn't want to assume it landed the right way over email, so figured I'd reach out here instead.
At MHC we help insurers move document template ownership to the business side. Allied Benefits cut their template change cycles from weeks to days doing exactly that.
If any of this lands, feel free to reach out whenever.
Chris
Barbara Ciesemier
VP, Marketing & Communications
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Angle: strategic shift to specialty lines and regulatory pressure
Hooks: Mentioning Kemper’s recent exit from the preferred home/auto market to double down on specialty auto and life business., Noting her role as the primary media contact for the Newins Insurance Agency Holdings sale on April 21, 2026., Connecting the $17.6M data breach settlement to the need for secure, compliant member communications across 4.5M policies.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Barbara,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing and communications at Kemper, I wanted to ask about something we see come up a lot at large insurers going through a strategic shift. When your team needs to update policyholder-facing documents like declarations pages, cancellation notices, or endorsements, does that still require going through IT and waiting on a developer to touch the template?<br><br>At your volume, that dependency adds up fast. A rate change, a product line adjustment, a new state filing requirement — and the path to updating the document runs through a ticket queue instead of your communications team.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without creating a bottleneck for IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Barbara,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We've seen this play out at a few insurers going through exactly what Kemper is navigating right now — tightening operations, shifting product focus, trying to move faster with fewer resources.<br><br>The pattern is consistent: the document layer becomes the last bottleneck nobody planned for. A rate adjustment or coverage change is approved, and then it waits in IT because the template lives in a system only a developer can touch.<br><br>That's what MHC NorthStar CCM does differently. Your communications or compliance team makes the change directly, within the controls IT sets. The ticket never gets written.<br><br>Guardian Life, Allstate, and Acuity run their policyholder communications this way. The business side handles day-to-day template updates. IT is out of the loop on routine changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Barbara
Hi Barbara,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Kemper keeps moving through its recovery plan, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Hey Barbara, good to see you on here.
I sent a few emails recently around the IT dependency piece, getting template changes off the developer queue and over to the business side. At MHC we help insurers like Kemper do exactly that. Guardian, Allstate, and Acuity have all moved in that direction, and the difference in how fast marketing and comms teams can act on template updates tends to be pretty significant.
Worth a quick conversation to see if any of this is relevant?
Chris
Justin Westcott
Vice President, Transformation and P&C Claims Chief of Staff
operations · vp
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Angle: strategic claim transformation + dev scarcity
Hooks: Current dual mandate as VP of Transformation and P&C Claims Chief of Staff, Transition from Finance Strategy to Enterprise Portfolio Management in 2022, Kemper IT reports of skilled staff shortages to support legacy systems in May 2025
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Kemper
Hi Justin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation and claims ops at Kemper, I wanted to ask about something that comes up a lot at insurers your size. When a claims correspondence template needs to change, does that still require an IT ticket and a developer to touch it?<br><br>At organizations running millions of policyholder communications, that dependency adds up fast. Every regulatory update, every claims notice, every form that needs a line changed sits in a queue behind higher-priority work. With developer headcount tightening across the industry, that queue gets longer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a fit with what your team is working through on the transformation side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change vs. shrinking developer pool ($150K+)
Hi Justin,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Allstate, Intact Financial, and Guardian Life all run their policyholder communications on MHC. I'll be upfront: I don't have a single insurance case study with a headline metric I can point to. What I can tell you is the pattern that shows up every time. The insurer moves to MHC, the compliance or claims ops team starts managing templates directly, and IT stops being the bottleneck for every notice, endorsement, or claims letter that needs an update.<br><br>For a transformation initiative targeting $150M in savings, the document production layer is worth a look. Changes happen the same day instead of sitting in a sprint backlog. Your claims and compliance teams handle it directly, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking transformation roadmap for claims correspondence
Subject: One more thing, Justin
Hi Justin,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allstate, Intact, and Guardian use MHC to manage high-volume insurance comms · Asset: ULTIMA1.PDF
Hey Justin, appreciate the connection.
Sent you a few notes over email about the IT ticket bottleneck on template changes and the developer cost piece. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so changes don't stack up in a dev queue. Allstate, Intact, and Guardian all run high-volume claims and policy comms through the platform for that reason.
Given your remit across transformation and P&C operations, thought it might be relevant.
Happy to reconnect here if the timing ever works.
Chris
Alok Mehta
Chief Technology Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 ULTIMA1.PDF
Angle: strategic_legacy_modernization
Hooks: Ph.D. in Software Engineering from WPI and expertise in legacy modernization for Life and Health divisions, Leadership in Kemper's Property & Casualty IT Hackathons to drive innovation within insurance operations, Recent Kemper focus on modernizing talent acquisition technology and technical debt reduction
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Kemper
Hi Alok,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Kemper, I wanted to ask about something we see come up a lot at specialty insurers your size. With millions of policyholders across non-standard auto, property, casualty, and life, does updating customer-facing documents still require going through a developer every time a change needs to happen?<br><br>At your scale, that bottleneck compounds fast. A rate change, a state regulatory update, a new endorsement format — if the only people who can touch the templates are on the engineering side, those changes become a queue problem. And that queue tends to sit right in front of your team.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of IT's backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Alok,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC, alongside 60+ other insurance organizations. The pattern I see consistently is that once the move happens, the compliance team starts managing templates directly. The ticket never gets written. IT stops being the bottleneck for document changes.<br><br>At Kemper's volume, that matters in a specific way. When a state filing deadline hits or a regulatory change has to go out across millions of policies, declarations pages, endorsements, cancellation notices — those can't wait on a sprint cycle. On MHC NorthStar CCM, the compliance or ops team makes the change directly, with approval workflows built in so nothing goes out without the right sign-off.<br><br>Given where Kemper is focused right now on operational efficiency, it seemed like a relevant conversation to have. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing for Kemper
Hi Alok,<br><br>Sent you a couple of notes about document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Kemper works through its modernization priorities, feel free to reach out.
Proof: Guardian, Allstate, and Intact (25+ insurers) · Asset: ULTIMA1.PDF
Alok, good to have you in the network.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on where we play. At MHC we help insurers get template ownership off developer queues and into the hands of business users directly. Guardian, Allstate, and Intact are in that group, along with 25 or so other carriers who've made that shift.
If any of this lands, feel free to reach out whenever.
Chris
Anand Ramamoorthy
Executive Vice President, Chief Claims Officer and Head of Transformation
operations · c_level
active
primary
⏳ pending
influencer
seq 13
step 2/3
📋 UNLOCK1.PDF
Angle: strategic transformation and operational modernization
Hooks: Transition to Chief Claims Officer and Head of Transformation as of Oct 2025, 25-year background at Capital One scaling complex digital operations, Role in navigating Kemper through the recent Q4 earnings volatility and CEO transition
posture: peer CTA: soft type: problem_first
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Subject: Document ops during a transformation, Anand
Hi Anand,<br><br>Chris here from MHC Automation.<br><br>Given your role leading operations and transformation at Kemper, I wanted to ask about something that tends to slow down exactly the kind of modernization work you're running. With millions of policyholders across non-standard auto, property, and life, does updating customer-facing documents like declarations pages, renewal notices, and cancellation letters still require routing through a developer who knows the system?<br><br>At that scale, a single regulatory change or rate adjustment can mean hundreds of template variants that need to move fast. If the document layer still runs on older composition tooling, those changes tend to sit in a queue while the team is trying to hit bigger cost and efficiency targets.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit given what you're building toward at Kemper. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Anand,<br><br>Following up on what I sent about the document ops piece.<br><br>I want to be straight with you: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see across carriers. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait disappears. IT stops being the bottleneck on every rate change, regulatory update, or endorsement revision.<br><br>For a company running a $150M recovery plan and concentrating distribution through independent agents, that kind of change velocity matters. Declarations pages, premium notices, cancellation letters, certificates of insurance, all of those have to move when rates move. If the people who know what the document should say are still waiting on a developer to make it happen, that's friction sitting inside your transformation roadmap.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity are all running policyholder communications on MHC. That's alongside 60+ other carriers.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing before I move on
Hi Anand,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition process becomes a friction point in your transformation work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers trust MHC to eliminate IT bottlenecks. · Asset: UNLOCK1.PDF
Anand, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on what we do. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate are among the 25+ carriers that have made that shift with us.
Given the transformation work you're leading at Kemper, some of it may land and some may not.
Worth a quick conversation to see if any of this is relevant?
Chris
Leslie Yarington
Assistant Vice President - Claims
operations · vp
active
primary
⏳ pending
champion
seq 18
step 2/3
📋 GUC3E41.PDF
Angle: claims operational efficiency & compliance
Hooks: your experience leading auto liability claims divisions at Infinity and Kemper, ensuring compliance with state regulations and best practices, oversight of performance for claims departments and tactical management of multiple sites
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Kemper
Hi Leslie,<br><br>Chris here from MHC Automation.<br><br>Given your role on the claims side at Kemper, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update claims correspondence or settlement letters, does that still require going through IT and waiting on a developer to make the change?<br><br>At carriers running millions of policyholder communications, that dependency adds up fast. A regulatory tweak to a denial letter or a state-specific claims notice becomes a developer project instead of a same-day fix. With Kemper's focus on operational efficiency right now, I'd imagine that kind of friction is on someone's radar.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims ops team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for claims correspondence and settlement letters
Hi Leslie,<br><br>One more thought on the claims document piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and got their business team handling template changes directly. The IT ticket queue for document updates stopped being a bottleneck.<br><br>For a carrier at Kemper's volume, that math gets significant quickly. Claims correspondence, settlement letters, state notices, when those changes have to reach millions of policyholders accurately and on time, the last thing you want is a developer queue standing between your team and a compliant document.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in so controls stay intact.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate developer scarcity issues for claims templates
Subject: One last thing, Leslie
Hi Leslie,<br><br>Sent you a couple of notes about claims document infrastructure at Kemper. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the claims side, feel free to reach out.
Proof: Allied Benefits eliminated $4/doc and modernized 1M+ communications · Asset: GUC3E41.PDF
Hey Leslie, appreciate you connecting.
I sent a few emails about the IT ticket bottleneck on claims correspondence and settlement letters, so I'll skip the recap. At MHC we help insurers get template ownership off the developer queue and over to the business side. Allied Benefits moved through that same shift and eliminated $4 per document across more than a million communications, which adds up fast at claims volume.
If any of this lands, feel free to reach out whenever.
Chris
Pacific Life
pacificlife.com
· insurance
· Newport Beach, US
Provider of life insurance, annuities, and mutual funds to individuals and businesses for financial security.
Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offer…
LinkedIn headcount: 4,683
Yaeger Solutions explicitly cites a long-term contract (2010–Present) as the Oracle Documaker lead designer, architect, and developer for Pacific Life Insurance Company, specifically implementing policy pages, correspondence, and billing notices.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
UnderwriteMe
HG Insights
⚡ Competitor case study found:
Quadient
Migrated from mainframe CCM to Quadient Inspire to transform on-demand correspondence, enhancing document control and e-delivery capabilities. Currently saves 16 person-hours daily.
Strategic Initiatives
- Expansion of Pension Risk Transfer (PRT) market presence, specifically targeting jumbo transactions.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE LIFE
Awareness: stage_3
Scale: mid — in-force members 1,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- leadership_change: Taiha Wagner joined the Chief Data Office as a Consultant.
- hiring: Pacific Life has 50+ open roles in Omaha
- specifically highlighting needs in Technology and Marketing & Comms.
- leadership_change: Vincent Leone joined as Manager
- Financial Reporting; Isabella Jablonski joined as Senior Vendor Relations Specialist.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
2
Current
True
Contacts (31)
active: 5 completed: 6 queued: 20
5 active · 0 🔗
Tony Gable
Technology Strategy & Delivery Transformation Leader
operations · director
queued
primary
– none
influencer
seq 39
step 0/3
📋 UNLOCK1.PDF
Angle: strategic delivery alignment and product/platform transformation
Hooks: Current lead of Strategy Realization Office at Pacific Life focus on bridging big-picture goals with tech execution., Involvement in Product & Platform transformation initiatives at Pacific Life., Experience moving from fragmented planning to connected, outcome-focused delivery.
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer and your PRT buildout
Hi Tony,<br><br>Chris here from MHC Automation.<br><br>Given your focus on technology strategy and delivery transformation at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. Is the document production layer keeping pace with the rest of your modernization efforts, or is it one of those things that keeps surfacing as a blocker?<br><br>What I usually hear is that the underlying document infrastructure is tied to a platform only a few developers actually know. Every change to policyholder correspondence, policy forms, endorsements, or pension transfer documents goes back into that same queue. When you're expanding into jumbo PRT transactions, that kind of dependency tends to show up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce that dependency so your transformation work isn't waiting on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Tony,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>The pattern we see most often at insurers running legacy document platforms: the business side knows exactly what a notice or policy form needs to say, but the change still has to go through a developer. Compliance waits. The ops team waits. IT becomes the bottleneck for work that shouldn't require IT.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity are all running their policyholder communications on MHC NorthStar CCM now. What shifted for them was that the people who need to update a document can do it directly, with approval workflows built in, without pulling a developer off higher-priority work.<br><br>For a team pushing into jumbo PRT transactions, that matters. New product structures mean new document variants. If every new form is a developer project, the pace of delivery slows down at exactly the wrong moment.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=evaluate before committing to cloud upgrades to avoid architecture lock-in
Subject: One last thing, Tony
Hi Tony,<br><br>Sent you a couple of notes about the document layer at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Tony, appreciate you connecting.
I sent a few emails recently about the document infrastructure gap in the modernisation work, so you have some context on what MHC does. Short version: we help insurers move template ownership to the business side and off the developer queue.
The reason I kept at it is that companies like Guardian and Allstate ran into the same wall and it was worth solving before it slowed down broader roadmap work. Pacific Life is a name that comes up in those conversations.
Worth a quick conversation to see if any of this is relevant?
Chris
Vibhu Sharma
Executive Vice President and Chief Financial Officer
operations · c_level
queued
primary
– none
influencer
seq 44
step 0/3
📋 CSFIN1.PDF
Angle: strategic finance-IT collaboration for digital transformation
Hooks: your recent interview regarding 'incremental transformations' and the necessity of joint efforts between finance and technology, Pacific Life's 'one Pacific life' center-led model for driving operational efficiencies across disparate systems, the oversight of $25B in annual benefit payouts and your focus on business-minded finance leadership
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Pacific Life
Hi Vibhu,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing finance and operations at Pacific Life, I wanted to ask about something that comes up often at insurers your size. When a regulatory change or a new product launch requires updates to policyholder documents, does that work still flow through IT and a developer queue before anything goes out?<br><br>At life and annuity carriers, that bottleneck tends to sit quietly until it doesn't. A PRT deal closes, a disclosure needs updating, a state filing changes the required language, and suddenly compliance is waiting on a developer who has three other priorities. With your member base, that wait has real consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes at Pacific Life. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+ per dev) and the IT ticket bottleneck for critical portfolio report changes.
Hi Vibhu,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, including complex SWIFT messages and letters of credit. Their team manages template changes without routing every update through a developer.<br><br>For a carrier expanding into jumbo PRT transactions, that matters. Each deal brings its own disclosure requirements, participant communications, and regulatory filings. When those documents live in a system that only a developer can touch, the compliance and ops teams are always waiting on someone else's calendar.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your compliance team makes the change. IT stays in the loop on governance, not on every template edit.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Removing the 'liability' of legacy systems by transitioning from IT-led document composition to business-user self-service.
Subject: One last thing, Vibhu
Hi Vibhu,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates including complex SWIFT reporting using Northstar. · Asset: CSFIN1.PDF
Vibhu, appreciate you connecting. Saw your emails probably landed in a busy queue, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership off IT and onto the business side, which ties back to the Documaker developer cost and ticket bottleneck I mentioned. HSBC runs 100-200 templates including complex SWIFT reporting through MHC Automation, which gives a sense of the scale it can handle.
If any of this lands, feel free to reach out whenever.
Chris
Kieran Nolan
VP, Chief Information Officer, Workforce Benefits Division
engineering · vp
queued
primary
– none
decision_maker
seq 28
step 0/3
📋 GUC3E41.PDF
Angle: greenfield strategy and recent 'tech innovator' recognition
Hooks: your 'greenfield approach' to building the Workforce Benefits digital ecosystem without legacy baggage, being named one of Employee Benefit News’ 2024 Excellence in Benefits Awards honorees, the integration work you've led to create a friction-free ecosystem for brokers and employees
posture: peer CTA: soft type: problem_first
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Subject: Pacific Life doc infrastructure
Hi Kieran,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology for the Workforce Benefits Division at Pacific Life, I wanted to ask about something we see come up constantly at insurers your size. When a policy document, certificate of coverage, or benefits summary needs to change, does that still require a developer to touch the template?<br><br>With your member base and the breadth of products you're running through that division, even small document updates can stack up fast. If the people who know what the document should say can't make the change themselves, every revision becomes an IT project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on your dev team for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kieran,<br><br>Following up on what I sent about the document template piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The bigger shift was that their ops team stopped waiting on developers for every template change.<br><br>When you're running benefits documents at scale, a regulatory update or a product change means touching a lot of templates at once. If that work sits in a developer queue, the timeline isn't really a compliance timeline anymore, it's an IT capacity timeline.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One last thing, Kieran
Hi Kieran,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Kieran, good to have you in the network.
Sent you a few emails about the IT dependency piece I mentioned, so I won't rehash it. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Optum did this across 200+ templates and what took weeks got down to two days.
Given what that kind of backlog typically costs an architecture team, it seemed worth putting in front of you.
Worth a quick conversation to see if any of this is relevant?
Chris
Brian Durkin
Chief Data Officer
operations · c_level
completed
primary
– none
↺ Bounced
influencer
seq 12
step 1/3
📋 ULTIMA1.PDF
Angle: strategic data modernization and tech consolidation at Pacific Life
Hooks: your work building Pacific Life's enterprise data and AI organization from the ground up, focus on consolidating redundant tools to reduce complexity across operations and customer service, your 2023 insight on how quality data acts as the fuel for AI strategy, particularly for legacy insurers
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer blocking your data roadmap?
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role as CDO at Pacific Life, I wanted to ask about something that comes up a lot with insurers your size. Does the document production layer ever create friction in your data modernization work, specifically around template changes that have to route through a shrinking pool of platform specialists before anything moves?<br><br>We hear this a lot. A data or tech consolidation initiative is underway, and the document infrastructure becomes a blocker because the people who can actually touch the templates are expensive, hard to find, and already stretched. Policy documents, annuity statements, pension transfer notices, none of that changes without them.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit with where Pacific Life is headed on the modernization side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+) and the shrinking pool of experts holding back the enterprise data roadmap
Hi Brian,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One thing I should have included: Guardian Life and Allstate both run their policyholder communications on MHC now. The common thread was similar to what I described, a legacy CCM platform where template changes required specialized developer involvement, and that dependency was slowing down broader infrastructure work.<br><br>Once the business side could manage document templates directly, with controls in place, the IT bottleneck stopped being a recurring project tax on the roadmap. For a carrier expanding in PRT and targeting jumbo transactions, that kind of operational agility matters. Pension risk transfer deals involve complex participant communication requirements, and those documents have to be accurate, compliant, and fast to update when deal structures change.<br><br>That's what MHC NorthStar CCM does differently: it removes the specialist dependency from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy CCM infrastructure acting as a liability by creating architectural lock-in and blocking modernization gaps
Subject: One last thing, Brian
Hi Brian,<br><br>Sent you a couple of notes about the document infrastructure piece at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point in the modernization roadmap, feel free to reach out.
Proof: Guardian and Allstate achieved higher operational efficiency with 25+ insurers ranking MHC/Aspire #1 for mid-market reliability · Asset: ULTIMA1.PDF
Appreciate the connection, Brian.
Sent you a few notes recently about the Oracle Documaker dependency piece and how a shrinking expert pool tends to create drag higher up the data roadmap. At MHC we help insurers move template ownership off IT queues so the business side can operate without waiting on specialised developer availability.
Guardian and Allstate have both moved through that transition, and MHC ranks top for mid-market reliability across 25+ carriers who made a similar shift.
Happy to reconnect here if the timing ever works.
Chris
Shaine Krosby
Assistant Vice President, Product Group Technology Leader
engineering · vp
active
primary
⏳ pending
decision_maker
seq 6
step 2/3
📋 UNLOCK1.PDF
Angle: promotion_alignment
Hooks: Recent promotion to AVP, Product Group Technology Leader for Workforce Benefits, Role in driving 'Horizon 2025' digital transformation strategy and internal GenAI tools, Focus on human-centered design for employee and broker benefit experiences
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Pacific Life
Hi Shaine,<br><br>Chris here from MHC Automation.<br><br>Given your role leading product group technology at Pacific Life, I wanted to ask about something that comes up a lot with engineering leaders at insurers your size. With the push into larger PRT transactions, is the document layer keeping pace, or are template changes still bottlenecked on developers who know the underlying system?<br><br>What I usually hear is that every update to policyholder communications, annuity contracts, pension notices, or disclosure documents requires someone on the engineering side to get involved. When you're scaling into jumbo PRT deals, that dependency gets expensive fast, especially when the developers who know those systems are already stretched thin.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering overhead on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Shaine,<br><br>Following up on the developer bottleneck piece I mentioned.<br><br>Guardian Life and 25+ other insurers now run their policyholder communications on MHC. The pattern we see every time: the insurer moves over, and the compliance or ops team starts handling template changes directly without writing a single IT ticket.<br><br>That matters more when you're expanding PRT volume. Pension risk transfer deals come with dense documentation requirements, participant notices, annuity contracts, benefit statements. When a disclosure requirement shifts or a new plan sponsor has specific formatting needs, your team shouldn't have to queue that up with an engineer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change; don't default to the status quo for policy changes
Subject: One more thing, Shaine
Hi Shaine,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as your PRT business grows, feel free to reach out.
Proof: Guardian and 25+ insurers trust MHC to automate complex insurance communications · Asset: UNLOCK1.PDF
Shaine, good to be connected. Sent you a few emails about the developer scarcity piece and the document layer sitting in the way of broader roadmap work, so you have some context on where I was coming from.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and 25 or so other carriers have gone that route with us to handle complex insurance communications without adding developer headcount.
Happy to reconnect here if the timing ever works.
Chris
Samuel Kay
Assistant Vice President, Technology Enablement
operations · vp
queued
primary
– none
influencer
seq 36
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital leadership and technology enablement
Hooks: AVP of Technology Enablement at Pacific Life, background in digital experience and marketing technology connectivity, experience building platforms that thrive in digital hegemony
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Pacific Life
Hi Samuel,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology enablement at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. Does updating policyholder documents still require going through a developer who knows the system, even for routine changes?<br><br>With your member base and the range of products Pacific Life manages, policy documents, annuity communications, pension risk transfer notices, that kind of thing, a single regulatory or product change can mean a queue of IT tickets before anything goes out the door. The business side knows what needs to change but can't touch the template without IT involvement.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on your developer team for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Samuel,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently: the insurer moves over, the compliance and ops teams start handling template changes directly, and IT stops being the bottleneck for document updates.<br><br>For a carrier like Pacific Life with PRT transactions growing in scale, the ability to turn around participant communications quickly without a developer in the loop matters a lot. Pension notices, annuity statements, plan transition letters. When a regulatory requirement shifts or a new jumbo transaction closes, the wait disappears.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Samuel
Hi Samuel,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate · Asset: UNLOCK1.PDF
Good to be connected, Samuel.
Sent you a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue so the business can move without waiting on engineering. At MHC we help insurers do exactly that, and it's come up a lot with companies like Guardian and Allstate working through the same constraint.
Given the Technology Enablement angle at Pacific Life, figured LinkedIn might be a better place to pick this up than email.
Worth a quick conversation to see if any of this is relevant?
Chris
Heather Reynoso
Director of Operations Improvement and Support
operations · director
active
primary
– none
champion
seq 16
step 1/3
📋 UNLOCK1.PDF
Angle: 9-year tenure at Pacific Life coupled with recent 'Horizon 2025' strategy and Documaker usage.
Hooks: Nearly a decade at Pacific Life, moving from Manager to Director of Operations Improvement., Alignment with the Horizon 2025 digital transformation strategy., Focus on improving operational support for life insurance documentation like policy contracts and beneficiary notices.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Pacific Life doc updates, Heather
Hi Heather,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations improvement at Pacific Life, I wanted to ask about something that comes up a lot with insurers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>For a lot of the operations leaders I talk to, the bottleneck isn't willingness to move fast. It's that the document layer sits inside a platform only a handful of people can touch. A compliance update, a product change, a new disclosure requirement — and suddenly it's a ticket, a queue, and a wait that has nothing to do with how urgent the business need is.<br><br>With Pacific Life pushing further into PRT and targeting larger transactions, I'd imagine the volume and complexity of those policyholder communications is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help get document changes out of the IT queue and into the hands of your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Heather,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity are running their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see is consistent — the insurer moves over, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters most when something time-sensitive hits. A regulatory disclosure change, a new product filing, a PRT transaction closing that needs customized participant communications out the door fast. On most legacy document platforms, that's still a developer project. The compliance or ops team knows exactly what needs to change but can't touch it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Heather
Hi Heather,<br><br>Sent you a couple of notes about the document infrastructure piece at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Pacific Life scales its PRT book, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to unlock document agility. · Asset: UNLOCK1.PDF
Heather, good to have you in the network.
I sent a few emails over the past couple of weeks about the IT dependency piece I mentioned, so I won't retread that. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate are both running that way now, along with a few dozen other carriers.
Given your role at Pacific Life, figured this channel might be an easier place to have a conversation than the inbox.
Happy to reconnect here if the timing ever works.
Chris
Iman Niazi
Director, Distribution and Journey Transformation
operations · director
active
primary
– none
influencer
seq 23
step 1/3
📋 UNLOCK1.PDF
Angle: Pacific Life's modernization journey and digital product leadership
Hooks: Current lead for distribution and journey transformation initiatives at Pacific Life, defining product vision and strategic roadmaps., Previous role as Product Owner Manager for Digital Transformation, focusing on advisor and client experience optimization., Extensive 18-year tenure across Pacific Life's annuity operations and product management, providing deep domain context for digital shifts.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Pacific Life
Hi Iman,<br><br>Chris here from MHC Automation.<br><br>Given your role leading distribution and journey transformation at Pacific Life, I wanted to ask about something that comes up a lot at carriers your size. When your team is pushing to modernize the member journey, does the document layer ever become the thing that slows everything else down?<br><br>What I mean is: if updating a policy contract, beneficiary notice, or disclosure requires a developer who knows the platform, that change cycle can stretch from days into weeks. The front-end experience gets modernized, but the documents lagging behind it create a disconnect.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team keep the document layer moving at the same pace as the rest of your transformation work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy CCM like Documaker often forces a trade-off between digital speed and document integrity—relying on a shrinking pool of specialized developers to make even minor changes to policy contracts or beneficiary notices.
Hi Iman,<br><br>One more thought on the document layer piece I mentioned.<br><br>We recently helped a peer carrier eliminate $4 per document in manual processing costs while cutting template change cycles from weeks to days. The shift was straightforward: compliance and ops started managing templates directly, without waiting on a developer for every update.<br><br>For a carrier expanding into jumbo PRT transactions, that kind of speed matters. Pension risk transfer deals involve a lot of bespoke participant communication, disclosure packages, and contract documentation. If each of those requires an IT ticket to update, your team is carrying a drag that compounds with every new deal.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing the journey shouldn't stop at the UI; if the underlying document layer requires a developer ticket for every template change, it remains a bottleneck for the entire digital transformation roadmap.
Subject: One last thing, Iman
Hi Iman,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar enables firms like Guardian and Allstate to shift document control to business users, recently helping a T1 peer eliminate $4/document in manual costs while accelerating change cycles from weeks to days. · Asset: UNLOCK1.PDF
Iman, saw you accepted the connection and figured LinkedIn was a better channel than another email in your inbox.
I sent a few notes about the document infrastructure gap that can slow transformation work when specialized developers own every template change. At MHC we help insurers move that ownership to the business side. Guardian and Allstate have done exactly that, and one T1 carrier recently cut $4 per document in manual costs while compressing change cycles from weeks to days.
Given the distribution and journey work you're leading at Pacific Life, some of that might be relevant.
Worth a quick conversation to see if any of this is relevant?
Chris
Jessica Gavero
Head of Technology Platform Operations
engineering · vp
queued
primary
– none
decision_maker
seq 28
step 0/3
📋 GUC3E41.PDF
Angle: Platform operation leadership for Workforce Benefits and mentorship focus
Hooks: Your leadership overseeing the 52+ technologies within the Workforce Benefits ecosystem, Your background in application data analytics and delivery at Pacific Life and Raytheon, Pacific Life's 2026 Outlook identifying the intersection of AI adoption and workforce technical gaps
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Platform ops bottleneck at Pacific Life
Hi Jessica,<br><br>Chris here from MHC Automation.<br><br>Given your role running technology platform operations at Pacific Life, I wanted to ask about something that comes up a lot for ops leaders at insurers your size. Does your team still own every document template change that comes in from the business side, or has that shifted at all?<br><br>For platform ops teams supporting things like workforce benefits, it usually looks like this: the compliance or product team needs a change to a policy contract or beneficiary notice, it becomes a ticket, a developer has to touch it, and the queue backs up. Not because the team is slow, but because the system requires it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we might help free up your engineering team from that kind of maintenance work. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker is notoriously developer-dependent, creating a massive bottleneck for your Platform Ops team when business users need simple template updates for policy contracts or beneficiary notices.
Hi Jessica,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One data point worth sharing: we worked with a large healthcare payer that was managing 200+ templates across multiple plan types. Turnaround on template updates was running about 2.5 weeks. After moving to MHC NorthStar CCM, they got that down to 2 days. The shift was that their compliance team could make changes directly, without waiting on a developer.<br><br>For an insurer like Pacific Life, with workforce benefits communications and policy documents running at scale, that kind of cycle time matters. A regulatory update or product change shouldn't have to wait two weeks to show up in a policyholder notice.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With the PRT business growing and the AI roadmap coming up, it seems like the last thing your engineering team needs is to stay tied up on document template maintenance. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As Documaker ages, the pool of specialized developers is shrinking and becoming more expensive. Instead of just managing the legacy technical debt, you can shift document control to business users and free up your high-value engineering resources for the 2026 AI roadmap.
Subject: One last thing for Pacific Life
Hi Jessica,<br><br>Sent you a couple of notes about document template operations at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their communication stacks, and for a major healthcare peer, we reduced the cycle time for 200+ templates from 2.5 weeks down to just 2 days. · Asset: GUC3E41.PDF
Hey Jessica, good to be connected.
I sent a few emails over the past couple weeks about the developer dependency piece on Documaker, and figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership away from developer queues to the business side. A carrier recently brought us in to overhaul 200+ templates, and cut cycle time from two and a half weeks down to two days.
Given what Platform Ops typically absorbs on the change request side, thought it might be worth a look.
Happy to reconnect here if the timing ever works.
Chris
Marcos Neukirchner
Head of Technology Strategy and Value Creation
operations · c_level
queued
primary
– none
influencer
seq 29
step 0/3
📋 ULTIMA1.PDF
Angle: horizon_2025_modernization
Hooks: Horizon 2025 strategy leadership, Experience at the crossroads of technology strategy and enterprise transformation at Pacific Life, Recent divisional Technology and Digital Townhalls focusing on execution capabilities
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Pacific Life
Hi Marcos,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology strategy at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. Does updating policyholder documents still require going through a developer who knows the system, even for changes that feel like they should take an hour?<br><br>For a lot of the life and annuity carriers we talk to, the document layer is the quiet bottleneck. A compliance change comes in, a disclosure needs updating, and suddenly it's an IT ticket with a two-week wait. With your member base and the pace of your PRT expansion, that kind of delay adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Marcos,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters especially when a disclosure update or regulatory change has to go out across your full policyholder base. On a legacy document platform, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>With your 2025 modernization priorities in view, this is the kind of infrastructure change that tends to unblock other things on the roadmap too.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Marcos
Hi Marcos,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your 2025 roadmap, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock legacy Documaker bottlenecks. · Asset: ULTIMA1.PDF
Marcos, saw you connected and figured I'd say hi here since the emails didn't spark anything.
At MHC we help insurers move template ownership off IT queues and onto the business side. Given the IT dependency piece I mentioned, it might be relevant to what you're working through at Pacific Life. Guardian and Allstate are among the 25+ insurers that have used MHC to get out from under legacy Documaker bottlenecks, which tends to free up developer capacity for the work that actually moves the modernisation roadmap.
Happy to reconnect here if the timing ever works.
Chris
Alan Bub
SVP, Platforms, Engineering and Architecture (CTO)
engineering · c_level
completed
primary
– none
↺ Bounced
decision_maker
seq 9
step 1/3
📋 UNLOCK1.PDF
Angle: strategic platform transformation and developer scarcity in legacy DocOps
Hooks: Your 2026 Underwriting Outlook Survey highlights AI and workforce shifts as critical pillars., Leading the transition to a centralized, global system model under the 'blue' transformation program., Experience at Farmers and Zenith Insurance managing large-scale application development and architecture.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Pacific Life
Hi Alan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing platforms and engineering at Pacific Life, I wanted to ask about something that comes up a lot with CTOs I talk to in insurance. Are developer resources getting stretched thin maintaining document templates that, realistically, the business side could own?<br><br>It's a pattern we see constantly. The people with the deepest knowledge of Oracle-era composition systems are retiring or moving on. Backfilling that expertise is expensive, and the work itself, updating policy forms, endorsements, renewal notices, is not where your senior engineers should be spending time. Especially as you're scaling into larger PRT transactions where document volume and complexity both go up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce your team's dependency on specialized legacy platform knowledge. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Alan,<br><br>Following up on what I sent about developer scarcity and document infrastructure.<br><br>One thing I should have included: the pattern we see after insurers move to MHC NorthStar CCM is that the IT ticket queue for document changes stops. Your compliance or ops team makes the change directly, within the guardrails IT sets, and it goes out the same day.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity are running their policyholder communications on MHC alongside 60+ other carriers. I'll be straight with you: I don't have a single named insurance case study with a specific before-and-after metric to share. What I can tell you is the consistent outcome. The insurer moves over, business users start managing templates directly, and senior engineers stop being the bottleneck for every policy form update or endorsement change.<br><br>For a team expanding into jumbo PRT transactions, that matters. More contracts, more participant communications, more document variants across plan types. That workload has to go somewhere, and right now it probably lands on whoever still knows the legacy system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=vendor pushing Cloud upgrade, IT=architecture lock-in risk, DT=evaluate before committing.
Subject: One last thing, Alan
Hi Alan,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off, no problem. Happy to reconnect whenever it makes sense.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Alan, appreciate the connection.
Sent you a few notes recently about the IT dependency piece on document template changes. The short version of what we do at MHC: we move template ownership off the developer queue and over to the business side.
The reason it comes up with architecture leaders specifically is that carriers like Guardian and Allstate have used it to free up engineering capacity for the work that actually needs a senior developer.
If any of this lands, feel free to reach out whenever.
Chris
James Legeman
Head of Customer Experience
operations · vp
completed
primary
– none
↺ Bounced
champion
seq 16
step 1/3
📋 ULTIMA1.PDF
Angle: Navy pilot precision applied to CX friction
Hooks: Background as a Navy F/A-18 fighter pilot and focus on 'sucking less' through operational precision., Recent leadership in building Pacific Life's new Workforce Benefits division from the ground up., Advocate for Human-Centered Design (HCD) and journey mapping to identify 'surprising' customer pain points.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Pacific Life CX + doc changes
Hi James,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer experience at Pacific Life, I wanted to ask about something that comes up constantly at insurers your size. Does updating customer-facing documents like policy notices, annuity statements, or PRT correspondence still require going through IT and waiting on a developer to touch the template?<br><br>For a lot of CX leaders we talk to, the answer is yes. A disclosure changes, a new product goes out, a regulatory notice needs updating, and the request sits in a queue. The person who knows what the document should say has no way to make the change directly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see how we can help get document changes on the same timeline as the rest of your CX work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi James,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate are among 25+ insurers who moved to MHC after running into the same wall. Their compliance and ops teams were waiting on developers for every template update, across policy notices, endorsements, renewal correspondence. After the move, the business side handled those changes directly, within rules IT set. The wait disappeared.<br><br>With Pacific Life pushing into jumbo PRT transactions, that kind of speed matters. A new institutional client comes on, plan documents and participant notices need to reflect their specifics fast. On a legacy system, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, James
Hi James,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) are among 25+ insurers who transitioned from legacy CCM to MHC to eliminate IT bottlenecks. · Asset: ULTIMA1.PDF
Appreciated you connecting, James. I sent a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn was worth a shot.
At MHC we help insurers get template changes off the developer queue and into business user hands. Guardian and Allstate are two of the 25+ carriers that have made that shift away from legacy CCM platforms.
Given your role at Pacific Life, there may be some overlap with what you're working through on the customer communications side. If any of this lands, feel free to reach out whenever.
Chris
Michael Porco
CIO, Institutional Retirement & Investments
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic modernization lead
Hooks: Led multi-year program to retire legacy mainframe systems and implement next-gen admin platforms for Pacific Life's Institutional division., Currently overseeing investment application portfolio for ~$180B AUM while championing GenAI and fintech adoption., Strong background in AWS cloud transformation and reducing technical debt via Agile transitions and ALM frameworks.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Pacific Life
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology for Pacific Life's institutional retirement and investments business, I wanted to ask about something that comes up often with CIOs at insurers your size. Does the team managing policyholder and pension client documents still depend on a small group of developers to push through every template change?<br><br>With your PRT business expanding into jumbo transactions, the document layer tends to become a real constraint. Participant statements, annuity contracts, benefit confirmations — any change to those documents becomes a developer project, and that queue only gets longer as the business grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without slowing down your compliance or ops teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Michael,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their operations team manages template changes directly now, without routing every update through a developer.<br><br>For a business like Pacific Life's institutional retirement group, that matters. Pension risk transfer deals involve a lot of client-specific documentation. When you're moving into jumbo transactions, the compliance and ops teams need to be able to update participant statements and benefit confirmations without waiting on IT. With your member base, that wait compounds fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Hey Michael, appreciate you connecting.
Sent you a few notes over email about the developer scarcity piece and the document layer slowing down the modernisation roadmap. At MHC we help insurers move template ownership off IT queues so engineering capacity goes back to the work that actually moves things forward. HSBC shifted 100 to 200 templates out of developer hands while managing SWIFT compliance, and firms like Fidelity and Santander have gone the same direction.
Worth a quick conversation to see if any of this is relevant?
Chris
Nathan Windsor
Director, New Business Operations
operations · director
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📋 UNLOCK1.PDF
Angle: document-heavy operational oversight
Hooks: 15-year tenure across New Business and Communication teams at Pacific Life, Oversight of policy issuance and caseload management for 100+ policies, Experience resolving escalated issues in the New Business Communication department
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at Pacific Life
Hi Nathan,<br><br>Chris here from MHC Automation.<br><br>Given your role running New Business Operations at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. Does updating customer-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>For ops directors we talk to, the pain usually looks like this: a policy form or correspondence template needs a change, someone opens a ticket, and the business side waits. With Pacific Life expanding into jumbo PRT transactions, that kind of lag in document ops tends to get more expensive the bigger the deals get.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding IT headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nathan,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity are all running policyholder communications on MHC now. Across those accounts, the pattern is consistent. The insurer moves over, the compliance or ops team starts managing templates directly, and the IT ticket queue for document changes stops growing.<br><br>With your member base and the PRT expansion, that matters. Jumbo pension risk transfer deals come with document complexity. Participant statements, benefit election packages, annuity contracts. When a regulatory change or a deal-specific requirement hits, your team needs to move the same day, not after a developer gets through their backlog.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One resource before I go quiet
Hi Nathan,<br><br>Sent you a couple of notes about document ops at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate document operations and eliminate developer bottlenecks. · Asset: UNLOCK1.PDF
Hey Nathan, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so ops teams can move without waiting on a ticket. At MHC we help insurers put that ownership directly in the hands of the business. Guardian and Allstate are both running that way now, along with 25 or so other carriers we work with.
Happy to reconnect here if the timing ever works.
Chris
Frank Boynton
VP - Operations
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: long-term leadership at Pacific Life and focus on RSD customer experience modernization
Hooks: 30-year tenure at Pacific Life since 1996, Leadership of Retirement Solutions Division (RSD) operations and customer experience, Oversight of operational account management and project support for large-scale financial reporting
posture: peer CTA: soft type: problem_first
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Subject: Pacific Life doc changes, Frank
Hi Frank,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. When your team needs to update a client-facing document, does that change go through IT first, or has that process been simplified?<br><br>At carriers running older document platforms, even minor updates to policyholder statements or annuity correspondence end up as developer tickets. The business side knows exactly what needs to change, but they're waiting on someone with platform access to make it happen. With your member base, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that turnaround for your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the IT ticket bottleneck for RSD portfolio report changes
Hi Frank,<br><br>One more thought on the document turnaround piece I mentioned.<br><br>Natera cut their report turnaround from 2.5 weeks to 2 days after moving to MHC NorthStar CCM. Different industry, but the underlying problem was the same: the people who needed to make changes couldn't, because the system required a developer every time.<br><br>For an insurer expanding into jumbo pension risk transfer deals, the stakes around document accuracy and speed get higher. PRT onboarding involves a lot of custom correspondence, participant statements, and benefit confirmation documents. When those have to go through an IT queue, delays aren't just inconvenient, they reflect on the client experience your team has worked to build.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the architecture lock-in of legacy systems and enabling business-user self-service for client statements
Subject: One last thing, Frank
Hi Frank,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar empowers teams to reduce document turnaround times from weeks to days, similar to Natera's 2.5-week to 2-day shift · Asset: CCM_Buyers_Guide.pdf
Hey Frank, appreciated the connection.
Sent you a few emails about the developer scarcity issue on the Documaker side and the ticket backlog that builds up every time the RSD portfolio reports need changes. Didn't want to just leave it in the inbox.
At MHC we help insurers move template ownership off the developer queue and to the business side. A health plan we work with cut document turnaround from two and a half weeks to two days once their ops team had direct control.
If any of this lands, feel free to reach out whenever.
Chris
Sarah Weitzman
AVP, Operations Business Solutions
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📋 UNLOCK1.PDF
Angle: document customer experience (CX) and Documaker dependency
Hooks: Current oversight of Operations Project and Knowledge Management teams at Pacific Life, Focus on driving Operations Customer Experience (CX) strategies for end-to-end client experiences, Managing cross-functional teams involving divisional stakeholders and peripheral Operations partners
posture: peer CTA: soft type: problem_first
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Subject: Pacific Life doc operations
Hi Sarah,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. When a document needs to change, whether that's a policyholder notice, a pension risk transfer illustration, or a disclosure, does that still require going through IT and waiting on a developer to touch the template?<br><br>At a lot of large carriers, the ops team knows exactly what needs to change and why, but the actual update sits in a queue. Business users can't get into the system without IT in the loop. So a simple language fix takes days or weeks instead of hours.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Sarah,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: Allstate runs their policyholder communications on MHC alongside Guardian Life, Intact Financial, and Acuity. The pattern we see when carriers make the move is consistent. Once the compliance or ops team can update templates directly, the wait disappears. Changes that used to require a developer happen the same day.<br><br>That matters especially when a regulatory change hits or a new PRT transaction closes and the associated documents need to go out fast and accurately to your policyholder base. On a legacy platform, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in, so IT still has oversight without being the bottleneck for every edit.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=compliance/508.
Subject: One last thing, Sarah
Hi Sarah,<br><br>Sent you a couple of notes about document operations at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Appreciated the connection, Sarah.
Sent you a few emails about the Documaker piece, specifically the IT ticket dependency every time a template needs updating. At MHC we help insurers move that ownership to the business side so changes stop sitting in a developer queue. Guardian and Allstate have both made that shift with us, along with a handful of other mid-market carriers you'd recognise.
No agenda here. Happy to reconnect here if the timing ever works.
Chris
Sean McCartney
Senior Vice President and Co-Head of Workforce Benefits
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📋 GUC3E41.PDF
Angle: strategic co-leadership + digital-first broker ecosystem
Hooks: your recent promotion to co-head the Workforce Benefits business alongside Gary Godin, the emphasis you've placed on building a 'digital-first' ecosystem to streamline the broker experience, your 2026 outlook survey identifying the talent gap as a primary headwind
posture: peer CTA: soft type: differentiation_led
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Subject: Document bottlenecks at Pacific Life
Hi Sean,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Workforce Benefits at Pacific Life, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update policyholder-facing documents like policy contracts, beneficiary notices, or group benefit summaries, does that still require going through a developer to get it done?<br><br>The reason I ask: we work with a lot of insurance organizations running older document platforms, and the talent pool for those systems keeps shrinking. When only one or two people in the building know how to touch a template, every change becomes a project. That slows things down especially when you're pushing into new markets like PRT and need communications to move as fast as the deals do.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is navigating. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity risk—finding specialized talent to manage policy contracts and beneficiary notices is becoming a bottleneck as the pool shrinks.
Hi Sean,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. Before MHC, every template change went through IT. They also eliminated $4 per document in vendor fees after making the switch.<br><br>The part that usually gets people's attention is the change cycle itself. When a regulatory update hits or a new product rolls out, the compliance or ops team makes the change directly, with controls in place. The ticket never gets written. For a team expanding into jumbo PRT transactions, that kind of speed matters when participant notices and contract documents have to go out accurately and on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document infrastructure block your 'Leading What's Next' roadmap; shift from IT-heavy template changes to business-user self-service to solve for the talent gap.
Subject: One last thing, Sean
Hi Sean,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale the PRT side, feel free to reach out.
Proof: MHC helps carriers like Optum and Allied Benefits eliminate document friction, with cases where 2.5-week template cycles were reduced to just 2 days. · Asset: GUC3E41.PDF
Hey Sean, appreciate you connecting.
Sent you a few emails about the specialized talent bottleneck on Documaker, and figured LinkedIn was worth a try since the timing on those may not have been right.
At MHC we help carriers move template ownership off the developer queue to the business side. Allied Benefits ran into a similar situation and got template cycles down from two and a half weeks to two days without touching IT resources.
Not sure if Pacific Life is at that inflection point yet, but if any of this lands, feel free to reach out whenever.
Chris
Tandi LeFranc
Assistant Vice President, Business Strategy Acceleration
operations · vp
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Angle: strategic evolution of Pacific Life's Institutional division
Hooks: your recent 'Setting the Stage 2025' gathering for the Institutional Business team, leadership in driving business strategy acceleration and innovation, your recognition by DCIIA for DEI contributions alongside Brian Woolfolk
posture: peer CTA: soft type: problem_first
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Subject: Tandi — document ops at Pacific Life
Hi Tandi,<br><br>Chris here from MHC Automation.<br><br>Given your role in business strategy acceleration at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. When your institutional division is pushing into new product territory, like pension risk transfer and jumbo transactions, does the document production side keep pace? Or does every new template and participant communication require a developer to get involved before anything ships?<br><br>From what we see, the bottleneck usually isn't the product team or the ops team. It's the document layer. Policy contracts, participant statements, benefit confirmations — any change goes into a queue and waits on someone who knows the system. When your institutional pipeline is moving fast, that wait is a real problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team reduce that dependency on the development side for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) causing roadmap delays for institutional product launches
Hi Tandi,<br><br>Following up on what I sent about the document ops piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> migrated 200+ complex templates across BCBS and Humana plan types onto MHC. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. Their compliance team handles changes directly now. The ticket never gets written.<br><br>I think about that in the context of Pacific Life's institutional build-out. Pension risk transfer participants expect accurate, timely communications. Benefit statements, transfer confirmations, participant notices. If the template layer sits in a system only a developer can touch, your ops team is always waiting on someone else's calendar to get a document out the door.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your IT and compliance teams need.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives to Documaker before the technical debt blocks Pacific Life's product-focused restructuring goals
Subject: one last thing, Tandi
Hi Tandi,<br><br>Sent you a couple of notes about document ops at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document production setup ever becomes a friction point in Pacific Life's institutional roadmap, feel free to reach out.
Proof: Optum (UnitedHealth) migrated 200+ complex templates to MHC, enabling 508 compliance and faster turnaround for BCBS/Humana correspondence · Asset: GUC3E41.PDF
Tandi, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work at Pacific Life, specifically the Documaker talent cost and what that does to product launch timelines. At MHC we help insurers move template ownership off specialist developer queues and onto the business side. Optum moved 200+ complex templates to MHC and unlocked faster turnaround on compliance-heavy correspondence without being blocked by scarce technical resource.
Worth a quick conversation to see if any of this is relevant?
Chris
Glenn Hom
Director, Marketing Operations (Print and Fulfillment)
operations · director
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📋 GUC3E41.PDF
Angle: Pacific Life’s print and fulfillment scale + Oracle Documaker context
Hooks: your oversight of print and fulfillment operations for Pacific Life's vast array of policy contracts and annual statements, the friction of maintaining 100+ document templates within a legacy Documaker environment, managing high-volume correspondence like beneficiary notices and premium notices across the Retirement Solutions division
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: compliance/508
Subject: —
—
Proof: Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Stefan Wolff
AVP, Enterprise Initiatives
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Angle: enterprise modernization and leadership transition
Hooks: Experience managing large-scale enterprise initiatives at Pacific Life, Connection to the 'Horizon 2025' strategy and GenAI tool integration, Potential impact of Board-level leadership changes on operational roadmaps
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Pacific Life
Hi Stefan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise initiatives at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. When a compliance or product change hits, how long does it actually take to get a policyholder document updated and out the door?<br><br>At large life and annuity carriers, that process usually runs through a developer who knows the document system. The business team identifies the change, writes a ticket, waits in queue, and by the time the update ships, a week or two has passed. With your PRT expansion and the volume of pension-related correspondence that comes with jumbo transactions, that lag can become a real problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get document changes moving faster without pulling developers in for every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Stefan,<br><br>Following up on what I sent about document turnaround times at Pacific Life.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The pattern we see is consistent. The carrier moves to MHC NorthStar CCM, the compliance and ops teams start handling template changes directly, and IT stops being the bottleneck for every document update.<br><br>For a carrier growing into jumbo PRT transactions, that matters. Pension risk transfer generates a dense set of participant communications, benefit statements, annuity contracts, welcome packages. When those need to go to thousands of plan participants and something changes, the last thing you want is a developer queue standing between the change and the door.<br><br>The difference with MHC is that the people who know what the document should say are the ones making the change, with approval workflows built in so IT keeps control of the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Stefan
Hi Stefan,<br><br>Sent you a couple of notes about document operations at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: UNLOCK1.PDF
Hey Stefan, appreciate the connect.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so I won't rehash all of that here. At MHC we help insurers move document ownership off developer queues and onto the business side. Teams like Allstate and Acuity have made that shift and it's changed how fast they can move on customer communications.
Given what you're working on at Pacific Life, some of it might be relevant, some might not.
Worth a quick conversation to see if any of this is relevant?
Chris
Jeffrey Hostetler
Transformation Architect, Director IT
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Angle: architectural modernization and developer efficiency
Hooks: Current Transformation Architect & Director IT at Pacific Life with a 20+ year tenure in insurance architecture (including Midland National)., Experience in architecting reusable components to increase developer efficiency and implementing secure development practices., Expertise in legacy modernization and digital adoption across Pacific Life's oneIT methodology.
posture: peer CTA: soft type: problem_first
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Subject: Document layer + IT bandwidth, Jeffrey
Hi Jeffrey,<br><br>Chris here from MHC Automation.<br><br>Given your role as a Transformation Architect at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. When your teams need to update policyholder documents like declarations pages, policy summaries, or renewal notices, does that still require a developer who knows the composition system to make the change?<br><br>For a lot of IT directors we talk to, the document layer is the hidden tax on developer bandwidth. A compliance change or a new product launch means someone has to pull a developer off higher-priority work to update templates in a system the business side can't touch. At your scale, with a growing PRT book and jumbo transaction targets, that bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT load on document changes without removing the controls your team needs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jeffrey,<br><br>Following up on what I sent about the developer bandwidth piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific metric I can point to. What I do have are 60+ insurance carriers who moved to MHC, and the pattern is consistent. The insurer moves off their legacy composition platform, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>One example I can share from outside insurance: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. The driver was the same: the people who needed to update documents could do it themselves, within the approval workflows IT had already set.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the guardrails. For a team focused on architectural modernization, that tends to matter.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jeffrey
Hi Jeffrey,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: UNLOCK1.PDF
Hey Jeffrey, appreciated you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, so you have some context on where we're coming from. At MHC we help insurers move template ownership to the business side so document changes stop queuing up on the dev team. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so there's some relevant ground there for a company like Pacific Life.
If any of this lands, feel free to reach out whenever.
Chris
Wayde Hauptmeier
Chief Information Officer, Consumer Markets Division
operations · c_level
queued
primary
– none
influencer
seq 46
step 0/3
📋 GUC3E41.PDF
Angle: strategic digital transformation & legacy modernization
Hooks: Your background leading Strategic Planning and Digital Transformation at Pacific Life before stepping into the CIO role for Consumer Markets., The recent addition of Taiha Wagner to the Chief Data Office to scale data capabilities., The specific challenge of managing complex policy contracts and beneficiary notices within the Oracle Documaker ecosystem.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Pacific Life
Hi Wayde,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Pacific Life's Consumer Markets Division, I wanted to ask about something that comes up a lot at insurers your size. When a policy form, disclosure, or policyholder notice needs to change, does that still require going through a developer to update the template?<br><br>With your member base across life, annuities, and pension risk transfer, the volume of customer-facing documents is significant. Most of the insurers we talk to have business teams who know exactly what the document should say, but can't touch the template without filing an IT ticket and waiting. That gap tends to slow things down, especially when a regulatory change or product update needs to go out fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Wayde,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly, without IT in the loop for every update.<br><br>For an insurer at Pacific Life's scale, that kind of setup matters most when something like a state disclosure requirement changes and the update has to go out across a large policyholder base fast. Policy notices, endorsements, premium communications, that kind of thing. The change happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Wayde
Hi Wayde,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as Pacific Life scales its PRT business, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Wayde, glad you connected. I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, so wanted to try a different channel.
At MHC we help insurers move template ownership to the business side, off the developer queue. Optum did it across 200-plus templates spanning their BCBS and Humana lines, which gives you a sense of the scale it works at.
Given what Pacific Life has going on in the consumer markets division, there may or may not be a fit here. If any of this lands, feel free to reach out whenever.
Chris
Gary Godin
Senior Vice President and Co-Head of Workforce Benefits
operations · vp
queued
primary
– none
influencer
seq 46
step 0/3
📋 GUC3E41.PDF
Angle: strategic focus on friction-free digital-first employee experience
Hooks: your recent 'Leading What's Next' discussion on designing technology to remove broker friction, Pacific Life's commitment to simplifying touchpoints from quote through claim, the objective of eliminating administrative burdens in EOI and billing for the Workforce Benefits business
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Pacific Life
Hi Gary,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Workforce Benefits at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update policyholder documents like benefit summaries, enrollment notices, or group coverage correspondence, does that still require going through IT and waiting on a developer?<br><br>At companies with your member base, that wait tends to pile up fast. A compliance change comes in, a new plan design rolls out, a carrier updates their requirements, and the business team is stuck in a queue behind other IT priorities. The people who actually know what the document should say have no way to touch it directly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Gary,<br><br>One more thought on the document turnaround piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where their ops team handles template changes directly, without routing every update through a developer.<br><br>For a group benefits operation like yours, that kind of setup matters especially when a carrier updates requirements or a plan design changes mid-year. Those updates need to hit enrollment confirmations, benefit summaries, and group notices fast. On most legacy document platforms, that is still a developer project.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Gary
Hi Gary,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Gary, glad to have you in the network.
Sent you a few notes recently about the IT dependency piece I mentioned, figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Allied Benefits is a good reference point here, they were running over a million customer communications and cut per-doc costs to near zero once their ops team had direct control.
Worth a quick conversation to see if any of this is relevant?
Chris
Mary Beth Eckert
EVP & Chief Information & Digital Officer
engineering · c_level
active
primary
– none
decision_maker
seq 22
step 1/3
📋 ULTIMA1.PDF
Angle: strategic system modernization and IT talent scarcity
Hooks: Experience leading 1,800+ IT employees at USAA and now unifying technology/digital strategies at Pacific Life., Recent leadership focus on a Chief Data Office consultant (Taiha Wagner) and large-scale IT hiring in Omaha., The challenge of maintaining 200+ complex templates for beneficiary notices and policy contracts in legacy environments.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Pacific Life
Hi Mary Beth,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at Pacific Life, I wanted to ask about something we see come up constantly at insurers your size. When a policy document or disclosure needs to change, how many developer hours does that actually take right now?<br><br>At large carriers, document templates tend to live inside systems that only a handful of people know how to touch. With IT talent as scarce and expensive as it is, that creates a real bottleneck. Compliance needs a change, the request goes into a queue, and it waits behind everything else IT is working on.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your technical team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Mary Beth,<br><br>One more thought on the developer capacity piece I mentioned.<br><br>I'll be honest with you: we don't have a single insurance case study with a specific before-and-after metric I can point to. What I can tell you is the pattern we see across the 60+ carriers we work with, including Guardian Life, Allstate, and Intact Financial. The insurer moves to MHC NorthStar CCM, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>With Pacific Life expanding into jumbo pension risk transfer transactions, the document volume and complexity on the institutional side is only going up. Policy documents, benefit statements, regulatory disclosures tied to those deals all have to be accurate and out the door fast. That's a harder ask when the only people who can update the templates are developers you're already stretched to find.<br><br>The way MHC NorthStar CCM handles it: your compliance team makes the change directly, within the approval workflows IT sets up. The developer never gets the ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Mary Beth
Hi Mary Beth,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: ULTIMA1.PDF
Hey Mary Beth, appreciate you connecting.
Sent you a few notes recently about getting document template changes off the developer queue. At MHC we help insurers move that ownership to the business side so senior engineering capacity stays on the work that actually needs it. Guardian and Allstate have both made that shift, and it tends to matter more when the developer market looks the way it does right now.
If any of this lands, feel free to reach out whenever.
Chris
Andrew Jaworski
Enterprise Architecture Consultant
engineering · manager
completed
primary
– none
↺ Bounced
decision_maker
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: enterprise_modernization_it
Hooks: your focus on AI-driven underwriting modernization noted in your Endava interview, background leading architecture at USAA and Liberty Mutual, recent hiring surge for 50+ tech roles in Omaha creating developer pressure
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Template bottlenecks at Pacific Life
Hi Andrew,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Pacific Life, I wanted to ask about something we see come up a lot at insurers your size. When your team needs to update policy contracts, beneficiary notices, or other customer-facing documents, does that still require tracking down a developer who knows the legacy system?<br><br>At carriers running older document platforms, that's usually the bottleneck. A compliance or ops team identifies a change that needs to happen. A ticket gets written. Then it sits until someone with platform-specific knowledge can get to it. For a company expanding into jumbo PRT transactions, that kind of lag in document output can be a real problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if any of this is relevant to what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity makes template changes a bottleneck for policy contracts and beneficiary notices.
Hi Andrew,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that comes to mind: HSBC manages 200+ document templates for letters of credit, guarantees, and high-volume SWIFT communications through a modernized document stack. What made the difference was getting template changes off the developer queue entirely. Their compliance and ops teams handle updates directly now, with controls still in place.<br><br>For a team in your position, the architectural value there is real. You stop being the bottleneck for every document change request, and the people who know what the document should say are handling it themselves.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Enterprise architecture shouldn't be held hostage by legacy Documaker logic; decoupling business users from IT eliminates the $150K+ developer search.
Subject: One last thing, Andrew
Hi Andrew,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become a friction point as your PRT work scales up, feel free to reach out.
Proof: HSBC managed 200+ templates and high-volume SWIFT communications by modernizing their legacy document stack. · Asset: GUC3E41.PDF
Hey Andrew, appreciate you connecting.
Sent you a few emails about the developer scarcity piece on Documaker, specifically how template changes for policy contracts and beneficiary notices get stuck waiting on the same short list of people who can touch that layer. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update. HSBC dealt with a similar dependency problem across 200+ templates and high-volume communications before modernising their document stack.
If any of this lands, feel free to reach out whenever.
Chris
James Lord
Vice President of Technology Services & Strategy
engineering · vp
active
primary
– none
decision_maker
seq 22
step 1/3
📋 CSFIN1.PDF
Angle: enterprise digital transformation & legacy documaker modernization
Hooks: Experience steering technology strategy for $25B benefit payout operations at Pacific Life., Direct oversight of architecture and technology services during Pacific Life's 6.1% workforce growth., Strategic leadership in navigating the transition from legacy systems like Oracle Documaker to scalable digital platforms.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Pacific Life doc infrastructure
Hi James,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology strategy at Pacific Life, I wanted to ask about something that comes up a lot at large insurers running older document platforms. Does updating policyholder-facing documents still require a developer who knows the composition system inside and out, even for something minor like a disclosure change or a form revision?<br><br>What I usually hear is that every template change turns into an IT ticket. The person who can actually touch the system is busy with higher-priority work, so document updates sit in a queue. Meanwhile compliance, operations, and communications are waiting. With Pacific Life expanding into larger pension risk transfer transactions, I imagine the document volume and complexity on that side is growing too.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker legacy debt is likely creating a developer scarcity bottleneck, where $150K+ specialist talent is required for even minor template updates to portfolio reports and 1099s.
Hi James,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Before the move, every template change went through IT. Now their business teams handle updates directly, without a developer in the loop.<br><br>The reason that matters for an insurer like Pacific Life is that your policyholder documents likely pull from multiple systems. Policy admin, claims, pension administration, maybe a separate platform for PRT correspondence. When a regulatory change hits, or when you're onboarding a new pension scheme with custom document requirements, that's a developer project on most legacy composition platforms. The wait disappears when the people who need to make the change can make it themselves, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than continuing to manage the high TCO of Documaker, reframe the problem as a strategic opportunity to decouple document composition from IT tickets by enabling business-user self-service.
Subject: One last thing, James
Hi James,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as your PRT business scales, feel free to reach out.
Proof: HSBC modernizing 100-200 complex SWIFT templates to eliminate the IT dependency bottleneck. · Asset: CSFIN1.PDF
Hey James, good to be connected.
Sent you a few notes on the Oracle Documaker piece over the past couple weeks. At MHC we help insurers move template ownership off the developer queue so the business side can handle updates directly. HSBC went through something similar, modernising 100-200 complex SWIFT templates to cut the IT dependency on routine changes.
Not sure where Pacific Life sits on any of this right now, but happy to reconnect here if the timing ever works.
Chris
Tyler Otto
Director of Reinsurance Operations
operations · director
queued
primary
– none
champion
seq 36
step 0/3
📋 UNLOCK1.PDF
Angle: Operational efficiency in reinsurance correspondence and his background in MSIT bridging business and tech.
Hooks: Experience managing complex reinsurance operations where document accuracy is mission-critical., Background in Management Information Systems (MSIT) which positions him to lead the shift from legacy tech debt to modern DocOps., Potential friction in managing high-volume policy contracts and treaty correspondence via Documaker.
posture: challenger CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Reinsurance doc updates, Pacific Life
Hi Tyler,<br><br>Chris here from MHC Automation.<br><br>Given your role running reinsurance operations at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update reinsurance correspondence or compliance-heavy notices, does that still require going through IT and waiting on someone who knows the legacy system?<br><br>With a lot of insurers, the people who actually know what a document should say have no way to touch it directly. Every change goes into a queue, and if the developer who built the template isn't available, it sits. For a team dealing with the volume and complexity of PRT and reinsurance correspondence, that kind of dependency adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and the shrinking pool of Documaker/legacy talent causing bottlenecks in reinsurance document updates.
Hi Tyler,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We work with 25+ major insurers, including Guardian Life and Allstate, and the pattern is pretty consistent. The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and the wait disappears. Compliance updates, reinsurance notices, policyholder correspondence, all of it moves on the ops team's timeline instead of IT's.<br><br>That matters especially when a regulatory change or a jumbo PRT transaction has to generate accurate, compliant correspondence fast, across a large policyholder base. With your MSIT background, I'd guess you already see the gap between what the business needs and what the legacy architecture can actually deliver at that pace.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond the 'IT dependency' model to business-user self-service for policy changes and compliance-heavy reinsurance notices.
Subject: One last thing, Tyler
Hi Tyler,<br><br>Sent you a couple of notes about the document infrastructure piece at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ major insurers, including Guardian and Allstate, streamline document control and eliminate legacy technical debt. · Asset: UNLOCK1.PDF
Hey Tyler, appreciate you connecting.
I sent a few emails recently about the Documaker talent gap and the IT ticket waits that tend to pile up around reinsurance document updates. Didn't want to just leave it at the inbox.
At MHC we help insurers move template ownership to the business side so those queues stop being the bottleneck. Guardian and Allstate are both using us to get out from under that kind of legacy technical debt.
Happy to reconnect here if the timing ever works.
Chris
Dawn Colby
Head of Growth Operations, Institutional
operations · director
queued
primary
– none
champion
seq 43
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📋 UNLOCK1.PDF
Angle: growth-focused operations leadership
Hooks: Recent 'The Wave Strength' podcast feature regarding scaling Pacific Life's Institutional operations with a high-touch service model., 30-year veteran background in financial services including past leadership at Lincoln Financial and Prudential., Focus on merging DB and DCLI solutions under one integrated leadership team for better retirement outcomes.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Pacific Life
Hi Dawn,<br><br>Chris here from MHC Automation.<br><br>Given your role running growth operations on the institutional side at Pacific Life, I wanted to ask about something that comes up constantly at insurers your size. When a policy document or compliance notice needs an update, does that still mean opening an IT ticket and waiting on a developer to get to it?<br><br>With your member base and the complexity of life, annuity, and PRT communications, that kind of dependency adds up fast. Regulatory language changes, new product variations, jumbo transaction documents for pension risk transfer deals, all of it sitting in a queue only a developer can touch.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change
Hi Dawn,<br><br>Following up on what I sent about the IT dependency piece.<br><br>I want to be straight with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across the 60+ insurers on MHC. The insurer moves over, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a team in your position, that matters most when something like a pension risk transfer deal closes and the post-issue documents need to reflect new plan specs fast. Or when a state regulatory update hits and the change has to go out to your policyholder base before a deadline. Those aren't IT projects. They should be ops projects.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Dawn
Hi Dawn,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Dawn, glad we're connected here.
Sent you a few emails about the IT ticket wait on Documaker changes, so you've got the context. At MHC we help insurers move template ownership to the business side so those queues stop being the bottleneck. Acuity and Intact are both running on it now, along with 25 or so other carriers who've made the same switch.
If Pacific Life is in a place where that conversation makes sense, worth a quick conversation to see if any of this is relevant?
Chris
Daniel Hermansson
Vice President, Strategy
operations · vp
queued
primary
– none
influencer
seq 48
step 0/3
📋 ULTIMA1.PDF
Angle: strategic modernization and the 2026 underwriting outlook
Hooks: Involvement with the Insurance AI and Innovative Tech conference regarding data-driven strategic decisions, Pacific Life’s 2026 Underwriting Outlook focus on AI adoption and workforce evolution, His oversight of enterprise-wide strategic planning and reporting at Pacific Life Re
posture: peer CTA: soft type: differentiation_led
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Subject: Pacific Life + document infrastructure
Hi Daniel,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategy at Pacific Life, I wanted to ask about something that comes up a lot at insurers your size. Does updating policyholder documents still require going through IT and waiting on a developer who knows the system?<br><br>At a lot of large carriers, the document layer becomes a quiet bottleneck. Policy contracts, annuity statements, pension risk transfer communications, any change to those requires someone technical to touch the template. When your team is thinking through a 2026 modernization outlook, that kind of dependency tends to slow things down in ways that are hard to plan around.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that kind of friction on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Daniel,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, along with 25+ other insurers, moved to MHC NorthStar CCM to get out from under legacy document platforms and eliminate the technical debt that builds up when every template change requires a developer. The pattern we see consistently: once business users can manage templates directly, the wait disappears and the IT team stops being the bottleneck for document changes.<br><br>For a carrier expanding its PRT footprint into jumbo transactions, that matters. Pension risk transfer communications are complex, high-stakes, and often time-sensitive. If your compliance or ops team has to file a ticket every time language needs updating, that's a real drag on the pace of new business.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Daniel
Hi Daniel,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you're planning into 2026, feel free to reach out.
Proof: Guardian and 25+ other insurers transitioned to MHC to eliminate technical debt and automate high-volume policy contracts. · Asset: ULTIMA1.PDF
Hey Daniel, saw you connected and figured I'd say hi over here since the emails didn't spark anything.
At MHC we help insurers get template ownership off IT queues and onto the business side. The IT dependency piece I mentioned in those notes tends to hit harder when developer capacity is already stretched thin on bigger transformation priorities.
Guardian and 25 other insurers moved to MHC to clear technical debt and take high-volume policy contracts off manual workflows entirely.
If any of this lands, feel free to reach out whenever.
Chris
Randi Gordon
Distribution Partner Integration Director
operations · director
queued
primary
– none
champion
seq 35
step 0/3
📋 UNLOCK1.PDF
Angle: strategic transition to digital correspondence
Hooks: Your advocacy for the transition to digital correspondence and account access over multiple channels at Pacific Life., Experience with the Quadient Inspire modernization project and professional services support., Mention of your perspective on 'empathy work' and post-survey actions to improve team pulse and rep experience.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Pacific Life
Hi Randi,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing distribution partner integration at Pacific Life, I wanted to ask about something that comes up a lot with insurers your size. When a document needs to change, whether that's a policyholder notice, an annuity statement, or correspondence tied to a pension risk transfer transaction, does that change still have to go through IT and wait on a developer?<br><br>With your member base and Pacific Life's push into larger PRT deals, that kind of bottleneck tends to compound. More plan types, more required document variants, more regulatory language that has to be right. And if every template change is an IT ticket, that queue fills up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the back-and-forth between your ops and IT teams on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck
Hi Randi,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern is consistent: the insurer moves to MHC, business users start managing templates directly, and IT stops being the bottleneck on every document change.<br><br>For a company like Pacific Life, with your digital correspondence initiative and growing PRT volume, that matters. Pension risk transfer deals come with a lot of required participant communications. Benefit statements, annuity welcome kits, transfer notices. When those documents need to reflect plan-specific terms or regulatory language, you want your ops team making that change the same day, not waiting on a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Randi
Hi Randi,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Pacific Life scales its PRT business, feel free to reach out.
Proof: Guardian and Allstate trust MHC for high-volume insurance communications. · Asset: UNLOCK1.PDF
Randi, good to be connected.
I sent a few emails about the IT ticket bottleneck on template changes, so you've got the context already. At MHC we help insurers move template ownership to the business side so document updates don't sit in a developer queue. Guardian and Allstate both run high-volume insurance communications through us for exactly that reason.
Not sure if the timing is right at Pacific Life, but happy to reconnect here if the timing ever works.
Chris
Bin Mu
Chief Data Officer
operations · c_level
completed
primary
– none
↺ Bounced
influencer
seq 14
step 1/3
📋 CSFIN1.PDF
Angle: strategic AI leadership at Pacific Life
Hooks: your recent appointment as CDO at Pacific Life following your tenure at Adobe, your vision for leading Pacific Life into the AI era through infrastructure modernization, your focus on expanding data capabilities across operations and business units as reported by CDO Magazine
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Pacific Life
Hi Bin,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Data Officer at Pacific Life, I wanted to ask about something that comes up a lot with AI and data leaders at insurers your size. Does your document production layer ever end up on the list of things slowing down the broader modernization roadmap?<br><br>It's a pattern we see pretty often. The data and AI strategy is moving fast, but document output is still tied to a platform that requires a developer for every template change. Policy communications, pension transfer documents, regulatory disclosures, changes that should take hours end up taking weeks because they're sitting in an IT queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer moving at the same pace as the rest of your roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bin,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both moved away from setups where a developer had to be in the loop for every change.<br><br>The reason that matters for someone in your seat is that the document layer tends to become a constraint on anything downstream. If your team is building AI-driven workflows or modernizing data pipelines, but the final output still runs through a legacy composition tool only IT can touch, that's where the value gets lost. The compliance or ops team makes a change request, it sits in a queue, and the data work you've done never reaches the customer on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy CCM infrastructure blocking the AI/DT roadmap
Subject: One last thing, Bin
Hi Bin,<br><br>Sent you a couple of notes about document infrastructure at Pacific Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the AI roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) · Asset: CSFIN1.PDF
Bin, appreciated you connecting.
Sent you a few emails recently about the IT dependency piece, so you probably have some context on what we do. At MHC we help insurers get template ownership off developer queues and onto the business side.
Seen it move quickly when the right pressure exists. HSBC shifted somewhere between 100 and 200 templates that way, and ING Poland moved around 600 through the same approach.
Not sure where Pacific Life sits on any of this right now. Happy to reconnect here if the timing ever works.
Chris
Cincinnati Financial
cinfin.com
· insurance
· Fairfield, US
Insurance holding company providing property, casualty, and life insurance through a network of independent agencies.
Corroborated by historical HG Insights tech stack mapping and industry-specific document composition requirements consistent with Oracle Documaker's presence in large P&C carriers.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Enhancing insurance operations structure to drive profitable growth across commercial and personal lines.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C and Life
Awareness: stage_2
Scale: mega — Net Written Premiums $8.568B (FY2024)
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- leadership_change: Teresa C. Cracas
- Chief Risk Officer
- added executive oversight for Policyholder Experience and Corporate Marketing & Communications (effective Jan 1
- 2025).
- leadership_change: Stephen M. Spray assumed President and CEO role; 2025/2026 executive appointments include new SVPs in Actuarial and Accounting role
- +3 more
Contacts (17)
completed: 17
0 active · 0 🔗
Danny Hayes
Assistant Vice President
operations · vp
completed
primary
– none
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influencer
seq 15
step 0/3
📋 GUC3E41.PDF
Angle: IT Lean/Data Transformation Background
Hooks: Current AVP role at Cincinnati Insurance focused on application delivery and IT Life development since Dec 2025., Past experience as a Software Engineer at CinFin developing personal lines systems and managing n-tier architecture for state filings., Graduate of University of Cincinnati's School of IT (Lifetime Achievement Award recipient).
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Cincinnati Financial
Hi Danny,<br><br>Chris here from MHC Automation.<br><br>Given your role at Cincinnati Financial, I wanted to ask about something that comes up a lot at carriers your size. When a document needs to change, whether that's a declarations page, a policy renewal notice, or a cancellation letter, does that still require going through a developer to get it done?<br><br>At carriers running older document platforms, that dependency is usually the bottleneck. The developer pool that knows those systems keeps shrinking, and the ones who do know them are expensive. When a regulatory change hits across commercial and personal lines at your volume, that's a lot of policyholders waiting on a ticket queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on specialized developer resources for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker - developer scarcity ($150K+, shrinking pool)
Hi Danny,<br><br>Following up on what I sent about the developer dependency piece.<br><br>I know insurance isn't the same as healthcare, but the pattern is similar enough to be worth sharing. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types through MHC, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The ops and compliance teams handle changes directly now. IT stops being the bottleneck.<br><br>With what you're doing at Cincinnati Financial around profitable growth across commercial and personal lines, that kind of flexibility matters. A regulatory update to a declarations page or endorsement form at your policyholder volume is a big lift when it has to route through a developer every time.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with controls in place, without waiting on someone who knows the legacy system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap
Subject: One last thing, Danny
Hi Danny,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you build out the operations structure, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Appreciate you connecting, Danny.
Sent you a couple of emails recently about the developer scarcity piece around Documaker and what that costs teams trying to move fast on document changes. At MHC we help insurers shift template ownership to the business side so those changes stop sitting in a developer queue.
Optum moved 200+ templates across their BCBS and Humana lines through that model, and Natera got template turnaround from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Greg Foster
Assistant Vice President, IT Infrastructure
engineering · vp
completed
primary
– none
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decision_maker
seq 7
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📋 ULTIMA1.PDF
Angle: growth + IT infrastructure legacy
Hooks: 2025 net income of $2.393B and 8% dividend increase signal major scaling at Cincinnati Financial, Managing IT infrastructure for Cincinnati Financial’s diverse life and P&C policy types, Expertise in University of Cincinnati and Fairfield-based leadership
posture: peer CTA: soft type: problem_first
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Subject: Cincinnati Financial: doc templates + IT
Hi Greg,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT infrastructure at Cincinnati Financial, I wanted to ask about something that comes up a lot at carriers your size. When a policy form or endorsement needs to change, does that work still flow through a developer, or has your team found a way to get the business side handling it directly?<br><br>At carriers with large policyholder bases, declarations pages, renewal notices, endorsements, cancellation notices, that kind of thing, template changes tend to pile up. If the only people who can make those changes are developers who know the composition system, the queue never really shrinks. And when Cincinnati Financial is driving growth across commercial and personal lines, that bottleneck gets more expensive.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document template maintenance off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity
Hi Greg,<br><br>Following up on what I sent about the IT queue for document changes.<br><br>Acuity and Allstate both run their policyholder communications on MHC. The pattern we see at carriers their size: declarations pages, endorsements, renewal notices, all sitting in a system only a developer can touch. Once they moved to MHC NorthStar CCM, the compliance and ops teams started handling template updates directly. The ticket never gets written in the first place.<br><br>That matters most when a regulatory change comes through and you need updated notices reaching millions of policyholders fast. At that volume, waiting on a developer sprint to update a cancellation notice or premium notice isn't really an option.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT ticket bottleneck for policy updates
Subject: One last thing, Greg
Hi Greg,<br><br>Sent you a couple of notes about document template infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as you scale, feel free to reach out.
Proof: Acuity and Allstate use MHC to manage high-volume insurance templates without IT drain · Asset: ULTIMA1.PDF
Hey Greg, appreciated you connecting.
Sent you a few emails recently about the developer scarcity piece on Documaker, so I won't rehash all of that here. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Acuity and Allstate both run high-volume insurance templates through MHC without the IT drain that comes with legacy platforms.
Given you're on the infrastructure side at Cincinnati Financial, figured this channel might be easier than email.
Happy to reconnect here if the timing ever works.
Chris
Scott Kusel
Vice President, IT Document Management Services
engineering · vp
completed
primary
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seq 9
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📋 ULTIMA1.PDF
Angle: guidewire_cloud_transition
Hooks: Your leadership of IT Document Management Services at Cincinnati Financial, Managing a document stack that handles over $2B in net income scale, Experience with Oracle Documaker for policy and beneficiary communications
posture: peer CTA: soft type: problem_first
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Subject: Document templates + Guidewire migration
Hi Scott,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Cincinnati Financial, I wanted to ask about something that comes up a lot during Guidewire migrations. When you're moving policy admin to the cloud, does the document layer move with it, or does it stay behind on an older platform and become the thing everyone works around?<br><br>What we usually see is that declarations pages, endorsements, renewal notices, and policy correspondence are still tied to a legacy composition system. Every template change is a developer project. At Cincinnati Financial's scale, with millions of policyholders across commercial and personal lines, that backlog adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Scott,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be straight with you on the insurance side: I don't have a single case study with a headline metric to point to. What I can tell you is the pattern we see consistently. An insurer brings MHC NorthStar CCM in, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every declarations page update or endorsement change.<br><br>The reason that matters during a Guidewire migration is timing. When your policy admin layer is in motion, you don't want a separate developer queue holding up document changes. Regulatory updates, new endorsement language, revised cancellation notices, those can't wait on a sprint cycle.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in_risk
Subject: One last thing, Scott
Hi Scott,<br><br>Sent you a couple of notes about the document infrastructure piece at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Scott, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue to the business side, so your team stops being the bottleneck on every document change.
Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so it's not a new problem for the industry.
If any of this lands, feel free to reach out whenever.
Chris
Betsy Ertel
Vice President - Corporate Communications
operations · vp
completed
primary
– none
🔥 Opted Out
✉ betsy_ertel@cinfin.com
● valid
champion
seq 18
step 0/3
📋 UNLOCK1.PDF
Angle: Cincinnati Financial's 2025 growth and dividend milestones vs. legacy communication hurdles
Hooks: Celebrating the 8% dividend increase to 94 cents—huge signal of shareholder confidence., Managing the communications side of a $2.39 billion net income year with legacy Documaker., The 2025 leadership transitions across property and casualty segments creating new document requirements.
posture: peer CTA: soft type: problem_first
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Subject: Cincinnati Financial: document bottlenecks
Hi Betsy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading corporate communications at Cincinnati Financial, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory change hits or a policy form needs updating, does your team still have to go through IT and wait on a developer to get that done?<br><br>At mega carriers, that bottleneck tends to be invisible until it isn't. Declarations pages, renewal notices, premium notices, certificates of insurance — when any of those need a change, the compliance or communications team writes a ticket and waits. With Cincinnati Financial pushing profitable growth across commercial and personal lines, that kind of lag between decision and delivery adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get more control over those communications without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT/developer scarcity making template changes for policy contracts and premium notices a major bottleneck.
Hi Betsy,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Acuity Insurance, alongside 25+ other insurers, moved to MHC NorthStar CCM specifically to get off that cycle. Their compliance and communications teams now handle template changes directly. The IT ticket never gets written.<br><br>For a carrier running at Cincinnati Financial's volume, that matters most when something time-sensitive hits: a state filing deadline, a coverage language update, a CMS notice requirement across millions of policyholders. On a legacy document platform, that's a developer project. On MHC, the people who know what the document should say handle it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance and 508 accessibility risks—don't let legacy debt block the dividend growth momentum.
Subject: One last thing, Betsy
Hi Betsy,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and 25+ other insurers shifted to MHC for mid-market agility and self-service. · Asset: UNLOCK1.PDF
Betsy, appreciate you connecting. I sent a few emails your way recently about getting template changes for policy contracts and premium notices off the IT queue, so I won't rehash all of that here.
At MHC we help insurers move that ownership to the business side. Acuity and a number of other mid-market carriers made that shift specifically for the self-service piece, which tends to be the sticking point in your space.
If any of this lands, feel free to reach out whenever.
Chris
John Kellington
Executive Vice President and Chief Information Officer
engineering · c_level
completed
primary
– none
🔥 Opted Out
decision_maker
seq 21
step 0/3
📋 UNLOCK1.PDF
Angle: strategic_alignment_with_automation_goals
Hooks: Your perspective on technology as the 'factory of the insurance company', Leadership at ACORD developing industry standards, Managing a complex environment of policy contracts and beneficiary notices at Cincinnati Financial
posture: peer CTA: soft type: problem_first
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Subject: Document templates, Cincinnati Financial
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Cincinnati Financial, I wanted to ask about something that comes up constantly at P&C insurers your size. Is updating policyholder documents like declarations pages, endorsements, and renewal notices still something that requires a developer every time a change needs to happen?<br><br>At your volume, that dependency adds up fast. Every regulatory update, every form revision, every state-specific change becomes a ticket in someone's queue. The business side knows what the document needs to say, but they're waiting on IT to say it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT load on document changes across your commercial and personal lines. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi John,<br><br>Following up on what I sent about document template bottlenecks.<br><br>Acuity Insurance, alongside 25+ other insurers we work with, moved to a model where their business users handle template changes directly. Compliance teams update endorsements and renewal notices the same day a change is needed. IT stops being the bottleneck for document production entirely.<br><br>With millions of policyholders across commercial and personal lines, Cincinnati Financial can't afford a developer queue every time a state regulator changes required language on a declarations page or a cancellation notice. That change cycle has to be fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows built in so controls stay intact.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance_and_508_accessibility
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and 25+ other insurers shifted to business-user self-service to bypass IT bottlenecks · Asset: UNLOCK1.PDF
Hey John, good to be connected.
Sent you a few emails recently about getting document changes off the developer queue at Cincinnati Financial. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Acuity and 25 or so other carriers have gone that route to free up their dev capacity for higher-priority work.
Worth a quick conversation to see if any of this is relevant?
Chris
Chris LaTulippe
Vice President - Commercial Lines Technology
engineering · vp
completed
primary
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seq 30
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📋 ULTIMA1.PDF
Angle: leadership in Commercial Lines modernization (Cinergy platform) and tenure at CinFin
Hooks: your recent work on the Cinergy platform for small business commercial lines, 19-year tenure at Cincinnati Insurance transitioning from applications to technology leadership, recent Leadership Cincinnati session in Walnut Hills
posture: peer CTA: soft type: problem_first
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Subject: Commercial Lines doc changes, Cincinnati Fin
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Commercial Lines Technology at Cincinnati Financial, I wanted to ask about something we see come up constantly at carriers your size. Does every policy contract, endorsement, or renewal notice change still require a developer who knows the document system inside and out?<br><br>At the mega-carrier level, that dependency gets expensive fast. Specialized talent who can work in legacy document platforms doesn't come cheap, and when that person is unavailable or the queue is long, it slows down everything downstream, including modernization work like Cinergy.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help free up your technical team for higher-priority commercial initiatives. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker dependency is creating a 'developer scarcity' bottleneck where every commercial policy or endorsement change requires a $150K+ specialist, slowing the Cinergy roadmap.
Hi Chris,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see at carriers their size: once the business side can manage templates directly, the IT ticket queue for document changes stops being a thing. Changes happen the same day instead of waiting on a specialist.<br><br>For context on scale, <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> used a similar approach to manage 200+ templates across multiple plan types, all running through one compliant workflow with significantly reduced IT involvement. The documents involved were authorization letters, approval notices, and denial correspondence. Same principle applies to declarations pages, endorsements, renewal notices, certificates of insurance, all the commercial lines documents that touch your policyholders at scale.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in so IT keeps control of what matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on specialized Documaker talent, reframe the architecture to allow business-user self-service for policy contracts and renewal notices, freeing IT for core commercial tech initiatives.
Subject: One last thing, Cincinnati Financial
Hi Chris,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the Cinergy roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize document operations; for Optum, it meant managing 200+ templates with significantly reduced IT dependency. · Asset: ULTIMA1.PDF
Appreciated the connection, Chris.
Sent you a few emails recently about the Documaker dependency piece, specifically around specialist costs and what that does to roadmap velocity when every template change has to go through a developer queue. Didn't want to let that thread die without a quick note here.
At MHC we help insurers move template ownership to the business side and off IT queues entirely. Optum got there with 200+ templates and significantly reduced IT dependency, which gives you a sense of the scale it works at.
Happy to reconnect here if the timing ever works.
Chris
Jim Dawes
Assistant Vice President & Enterprise Architect
engineering · vp
completed
primary
– none
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influencer
seq 34
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📋 ULTIMA1.PDF
Angle: enterprise architect perspective on legacy modernization and developer scarcity
Hooks: Ongoing role as Enterprise Architect at Cincinnati Financial (10+ years), Recent CEO Stephen Spray emphasis on 'intelligent automation' and roadmap acceleration, Extensive background in systems architecture spanning IBM and Anthem
posture: peer CTA: soft type: problem_first
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Subject: Document layer and dev bandwidth, Jim
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role as enterprise architect at Cincinnati Financial, I wanted to ask about something that comes up a lot with architects at carriers your size. Is the document production layer one of those things that keeps pulling developer time away from higher-priority work?<br><br>At mega-scale insurers, it usually looks the same way: declarations pages, endorsements, renewal notices, cancellation letters, all managed in a platform only a developer can touch. Every compliance update, every state filing change, every brand refresh means an IT ticket. The business side waits. The developer queue grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help free up your dev team from routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jim,<br><br>Following up on what I sent about the developer bandwidth piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern I see at carriers like these: once they move over, the compliance and ops teams start managing templates directly. The IT ticket for a document change stops getting written.<br><br>At Cincinnati Financial's volume, that matters across millions of policyholders. A state filing update to a declarations page or cancellation notice used to mean a developer project. On MHC NorthStar CCM, the business side makes the change with approval workflows built in. IT stays in the loop without being the bottleneck.<br><br>Given where you are with the operations structure work, that kind of flexibility in the document layer seems like it could matter to your roadmap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about the document infrastructure piece at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the modernization side, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: ULTIMA1.PDF
Hey Jim, appreciate you connecting.
I sent you a few emails recently about the IT dependency piece, so you have some context on what we do. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues.
Guardian and Allstate have both worked through that shift, and it tends to land differently at the architecture level once you see how the handoff actually works.
Worth a quick conversation to see if any of this is relevant?
Chris
Frank Neugebauer
VP, Generative AI Director
operations · vp
completed
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Angle: AI-driven operational efficiency for policy document reviews
Hooks: Experience with Google Cloud AI solutions and architecting enterprise insurance systems, Recent insights on AI 'swallowing' internal policy form reviews to replace manual/offshore processes, Role leading GenAI strategy across Cincinnati Financial to improve operational efficiency and governance
posture: peer CTA: soft type: problem_first
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Subject: Document ops and your AI roadmap
Hi Frank,<br><br>Chris here from MHC Automation.<br><br>Given your role leading generative AI at Cincinnati Financial, I wanted to ask about something that comes up a lot in conversations like yours. When your teams are trying to bring AI into policy document workflows, does the document production layer end up being the thing that slows everything down because changes still require a developer to touch the templates?<br><br>At your scale, that bottleneck gets expensive fast. Millions of policyholder documents across commercial and personal lines, declarations pages, endorsements, renewal notices, cancellation letters, and every template change goes through an IT queue. That's a lot of friction to carry into an AI-driven ops model.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency so your AI initiatives aren't waiting on the document layer to catch up. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Frank,<br><br>Following up on what I sent about the document ops piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently is that the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters a lot when you're trying to layer AI into policy document reviews. If the underlying template infrastructure still requires a developer for every update, your AI workflow hits a ceiling pretty quickly. Declarations pages, endorsements, renewal notices across millions of policyholders, those changes need to happen the same day, not after a ticket gets resolved.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Frank
Hi Frank,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your AI roadmap, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate document ops · Asset: ULTIMA1.PDF
Hey Frank, appreciate the connection.
Sent you a few emails about the IT dependency piece I mentioned, figured LinkedIn might be a better spot to continue the conversation. At MHC we help insurers move template ownership off developer queues and into the hands of business teams. Guardian, Allstate, and 25 other carriers are already running document ops that way, which is part of why I thought Cincinnati Financial might be worth a conversation.
Happy to reconnect here if the timing ever works.
Chris
Wendi Bukowitz
VP, Director of Strategic Innovation
operations · vp
completed
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Angle: internal innovation culture
Hooks: your recent discussion on building an innovation culture from within vs hiring consultants, Cinfin's 8% dividend increase and $2.39 billion net income for 2025, your focus on 'Everyday Innovation'—upskilling associates to solve industry-wide problems internally
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian and Allstate (T2 Insurance aggregate) · Asset: ULTIMA1.PDF
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Harold Eggers
Vice President, Life Policy Issue
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: Documaker resource strain amid Life Policy growth
Hooks: your role overseeing Life Policy Issue at Cincinnati Life, Cincinnati Financial's strong 2025 net income of $2.39 billion, maintaining policy contracts and beneficiary notices within Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance/508
Subject: —
—
Proof: MHC helps 25+ insurers like Guardian and Allstate modernize their CCM; we are ranked #1 in the mid-market by Aspire. · Asset: ULTIMA1.PDF
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Chet Swisher
Senior Vice President, Commercial Lines
operations · vp
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Angle: recent promotion and commercial lines oversight
Hooks: Congrats on the recent promotion to SVP and your new role overseeing the boards of all standard market P&C subsidiaries., Given your move from Key Accounts to leading total Commercial Lines operations, you're likely inherited the legacy infrastructure supporting your commercial casualty and property policy kits.
posture: peer CTA: soft type: problem_first
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Subject: Document changes, Cincinnati Financial
Hi Chet,<br><br>Chris here from MHC Automation.<br><br>Given your oversight of commercial lines at Cincinnati Financial, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update a policyholder document, does that change still require going through IT and waiting on a developer to touch the template?<br><br>At your volume, that wait adds up fast. Declarations pages, endorsements, renewal notices, certificates of insurance — when any of those need a language update or a compliance change, if the path runs through a developer queue, the business side is stuck. That's a real friction point when you're trying to move faster across commercial lines.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chet,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. Across those carriers and 60+ others, the pattern is consistent. The insurer moves over, the compliance and ops teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every endorsement update or renewal notice change.<br><br>For a carrier with Cincinnati Financial's footprint, that matters especially when a regulatory change hits and declarations pages or certificates of insurance have to go out accurately to millions of policyholders on a tight timeline. Right now, if the template lives in a system only a developer can touch, that's a compliance team waiting on a ticket instead of just making the change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls in place so IT still owns the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Chet
Hi Chet,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
Hey Chet, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, figured LinkedIn might be a better spot to actually talk. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate are both running that way now, along with 25 or so other carriers who made the same shift.
If Cincinnati Financial is working through anything similar, happy to reconnect here if the timing ever works.
Chris
Bradley Stevens
AVP & Manager - Claims Operations
operations · vp
completed
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seq 1
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📋 GUC3E41.PDF
Angle: Claims document automation lead with high digital adoption success.
Hooks: your recent work achieving 80% digital adoption for claims payments via One Inc, managing claims correspondence for 15+ years across Safeco and Liberty Mutual, the 'intelligent automation' initiatives Stephen Spray highlighted for 2026, handling diverse claims documents like beneficiary notices and annual statements
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Cincinnati Financial
Hi Bradley,<br><br>Chris here from MHC Automation.<br><br>Given your role running claims operations at Cincinnati Financial, I wanted to ask about something that comes up constantly at carriers your size. When a claims letter or correspondence template needs to change, does that still require an IT ticket and a wait?<br><br>At carriers with millions of policyholders, that lag adds up fast. Denial letters, claims correspondence, coverage notices — any one of those can be sitting in a developer queue for days or weeks while the business side waits. The people who know exactly what the document should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if what we're doing could help your team move faster on the claims document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Bradley,<br><br>One more thought on the claims document piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving their business users into the template management process directly. IT stopped being the bottleneck for every change.<br><br>For a carrier like Cincinnati Financial, where claims volume runs at serious scale, that kind of operational shift matters. When a regulatory change hits a state, or a coverage notice needs updated language fast, the wait disappears because the ops team makes the change the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Bradley
Hi Bradley,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Bradley, glad the connection landed. Sent you a few notes over email about the document infrastructure side of things, specifically the IT ticket wait on template changes and how that tends to bottleneck claims ops work.
At MHC we help insurers move that ownership to the business side without the developer queue. Allied Benefits runs over a million communications through it now and cut $4 per document out of their production cost.
Given the Documaker environment at Cincinnati Financial, that piece seemed worth putting in front of you. If any of this lands, feel free to reach out whenever.
Chris
Teresa Cracas
EVP, Chief Risk Officer & Head of Policyholder Experience
operations · c_level
completed
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📋 GUC3E41.PDF
Angle: leadership_expansion_responsibility
Hooks: Expanded executive responsibility for Policyholder Experience and Corporate Communications since Jan 2025, Alignment with CEO Stephen Spray’s 2026 'intelligent automation' and efficiency roadmap, Over 35 years of tenure at Cincinnati Financial, navigating legacy transitions from SVP to EVP
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Cincinnati Financial
Hi Teresa,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing policyholder experience at Cincinnati Financial, I wanted to ask about something we see come up constantly at carriers your size. When a change needs to go out across declarations pages, renewal notices, or cancellation correspondence, does that still require going through a developer to touch the template?<br><br>At the scale you're operating, that dependency gets expensive fast. A regulatory update hits one state, and suddenly there's a queue of document changes waiting on someone who knows the composition system. The people closest to what the document should say, your compliance team, your ops team, aren't the ones who can make the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the policyholder communications side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Teresa,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes changes directly, without routing every update through IT.<br><br>The reason that matters for a carrier like Cincinnati Financial is volume. With millions of policyholders across commercial and personal lines, a single update to a declarations page or endorsement form isn't a small project. It's dozens of template variants, each one sitting in a system that requires a developer to open it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Teresa
Hi Teresa,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and high-volume member comms with MHC, similar to the scale of policy contracts and beneficiary notices at CinFin. · Asset: GUC3E41.PDF
Hey Teresa, good to be connected.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. Didn't want that thread to just sit there.
At MHC we help insurers move template ownership to the business side, away from IT backlogs. Optum runs 200+ templates and high-volume member comms through MHC, which is roughly the scale of policy contracts and beneficiary notices you'd be managing at Cincinnati Financial.
Happy to reconnect here if the timing ever works.
Chris
Sean Sweeney
Vice President and Chief Information Security Officer
engineering · vp
completed
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📋 UNLOCK1.PDF
Angle: security leadership and recent executive oversight shifts
Hooks: Leadership recognition as a Leading Midwest Cybersecurity Leader in 2023, Alignment with the recent appointment of Stephen M. Spray as CEO and Teresa C. Cracas's expanded risk oversight, Managing technical debt in a mega-scale Documaker environment while ensuring secure, compliant document operations
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Cincinnati Financial
Hi Sean,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing information security at Cincinnati Financial, I wanted to ask about something that comes up a lot at carriers your size. When compliance or ops teams need to update customer-facing documents like policy declarations, endorsements, or renewal notices, does that change still route through IT and wait on a developer to touch the system?<br><br>At mega carriers we talk to, that dependency creates real exposure. Regulatory language updates, accessibility requirements, state-specific disclosures — when every change requires a developer who knows the composition layer, the queue gets long and the risk window stays open. With Cincinnati Financial's footprint across commercial, personal, and life lines, that's a lot of documents that could be sitting on the wrong version.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the security and compliance exposure that comes from developer-gated document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change and the high cost of developer scarcity for Documaker maintenance
Hi Sean,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: the insurance carriers we work with typically move to MHC NorthStar CCM because their compliance and ops teams couldn't make document changes without writing an IT ticket first. The wait wasn't days. It was weeks.<br><br>Guardian Life, Allstate, and Intact Financial all run their policyholder communications on MHC now. The pattern we see: once the business side can manage templates directly within controls IT sets, the compliance team handles regulatory updates the same day they come in. For a carrier operating across commercial and personal lines at Cincinnati Financial's volume, that matters most when a state filing deadline hits and the clock is already running.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker's EOL/legacy status as a compliance and 508 risk that creates a roadmap bottleneck
Subject: One last thing, Sean
Hi Sean,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T1 = Guardian, Allstate, and Intact (25+ insurers) using MHC to eliminate document liability · Asset: UNLOCK1.PDF
Hey Sean, appreciate you connecting.
Sent you a few emails about the IT ticket wait on template changes and what Documaker maintenance costs when developer time is scarce. Figured LinkedIn was worth a try since the emails didn't land.
At MHC we help insurers move document template ownership to the business side, off the developer queue. Guardian and Allstate are both running on it, along with 25 or so other carriers who got tired of the same bottleneck.
Worth a quick conversation to see if any of this is relevant?
Chris
Frank Obermeyer
Head of Internal Audit
operations · director
completed
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📋 GUC3E41.PDF
Angle: Internal audit and risk management lens on legacy system liability.
Hooks: Leadership shift: Teresa C. Cracas (EVP/CRO) expanded role (2025) including policyholder experience., Stephen Spray (CEO) highlighted 'intelligent automation' and computing architecture overhaul (2026)., Audit perspective on Oracle Documaker as a technical debt/operational risk.
posture: peer CTA: soft type: problem_first
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Subject: Document risk at Cincinnati Financial
Hi Frank,<br><br>Chris here from MHC Automation.<br><br>Given your role in internal audit at Cincinnati Financial, I wanted to ask about something that comes up more often than you'd expect in audit reviews at carriers your size. How much of your document production infrastructure, the systems generating policyholder communications across commercial and personal lines, is dependent on developers or vendor support contracts just to make template changes?<br><br>At carriers running legacy document platforms, that dependency tends to show up as an audit finding eventually. A regulatory notice has to go out, someone has to update the template, and it turns into an IT ticket with a multi-week wait. At your volume, with millions of policyholders across property, casualty, and life, that lag isn't just an ops problem. It's a controls problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the audit exposure tied to your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Frank,<br><br>One more thought on the document controls piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They also eliminated $4 per document in vendor fees in the process.<br><br>The bigger shift was operational. Their compliance team started managing template changes directly, without routing every update through a developer. When a regulatory requirement changed, the wait disappeared. Changes happened the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in, so IT still has visibility but isn't the bottleneck.<br><br>For an internal audit lens, that's meaningful. If your document production process requires a developer to touch every change, that's a single point of failure worth documenting. We've seen carriers flag it as a controls gap before a vendor support contract lapses.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Frank
Hi Frank,<br><br>Sent you a couple of notes about document infrastructure risk at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Frank, appreciate you connecting.
Sent you a couple of emails about the IT ticket bottleneck on template changes, so you have some context on what we do. At MHC we help insurers move document ownership off the developer queue and onto the business side. Allied Benefits was running over a million communications a year and knocked out $4 per document in processing cost once they made that shift.
Given your role at Cincinnati Financial, figured this channel might be easier than email anyway. Worth a quick conversation to see if any of this is relevant?
Chris
Chris Guibord
Chief Deployment Specialist
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 30
step 0/3
📋 ULTIMA1.PDF
Angle: long-tenure expertise in complex deployment and intelligent automation initiatives
Hooks: 26-year tenure at Cincinnati Financial providing deep institutional knowledge of deployment workflows, Alignment with CEO Stephen Spray's 2026 focus on 'intelligent automation' for operational resilience, Experience managing large-scale policy and claims documentation within the Oracle Documaker environment
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Cincinnati Financial
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing deployment and automation at Cincinnati Financial, I wanted to ask about something that comes up a lot at carriers your size. Does updating policyholder documents still require going through a developer who knows the system, or has your team found a way to hand that off to the business side?<br><br>At mega-carrier scale, with millions of policyholders across commercial and personal lines, that dependency tends to compound. A single regulatory change or endorsement update becomes a ticket, then a queue, then a delay. And the people who actually know what the document should say are waiting on someone who knows how to touch the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce that developer dependency for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chris,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Essilor is a good example of what this looks like in practice. They reduced their total template count by 60% and cut infrastructure costs by 65% across 30 global locations. They also went from 25% automated straight-through processing to 98% in three months.<br><br>The shift that drove that was moving template ownership away from developers and into the hands of the people who know what the documents need to say. Compliance makes the change. Ops reviews it. IT isn't in the loop for every update.<br><br>At a carrier like Cincinnati Financial, with declarations pages, endorsements, renewal notices, and certificates of insurance going out across commercial and personal lines at scale, that kind of flexibility matters especially when a state filing change hits and the clock starts.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document template management at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Chris, good to be connected.
Sent you a few emails recently about the IT dependency piece, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that. Guardian, Allstate, and Intact are running their policyholder communications on MHC across 60+ insurance organisations, so it's well-worn ground in this space.
Not sure if the timing is right at Cincinnati Financial, but happy to reconnect here if the timing ever works.
Chris
Brett Starr
VP, MLOps, Data Engineering & Intelligent Automation
operations · vp
completed
primary
– none
🔥 Opted Out
influencer
seq 24
step 0/3
📋 ULTIMA1.PDF
Angle: strategic focus on intelligent automation and migration from legacy pipelines
Hooks: Ongoing efforts to prune legacy pipelines and migrate workloads from traditional ETL/COBOL to cloud-based solutions like Spark and NoSQL., Leadership role in the Cincy CDO Forum and contributions to CDO Magazine regarding enterprise AI strategy., Alignment with Cincinnati Insurance's recent executive oversight changes for policyholder risk under Teresa Cracas.
posture: peer CTA: soft type: problem_first
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Subject: Document templates & intelligent automation
Hi Brett,<br><br>Chris here from MHC Automation.<br><br>Given your focus on intelligent automation and migrating away from legacy pipelines at Cincinnati Financial, I wanted to ask about something that comes up a lot in conversations with folks in your seat. Does updating policyholder documents like declarations pages, endorsements, renewal notices, or claims correspondence still require going through a developer who knows the composition system?<br><br>At your volume, that dependency creates a real bottleneck. Every regulatory change, every brand update, every new endorsement form becomes a developer project. The business side knows what the document needs to say, but they're waiting on someone with system access to make it happen.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Brett,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific before-and-after metric to share. What I can tell you is the pattern we see across the 60+ insurers running on MHC. The carrier moves over, the compliance and ops teams start managing templates directly, and the IT ticket queue for document changes stops growing.<br><br>The business side handles declarations pages, endorsements, renewal notices, cancellation letters. Changes happen the same day instead of waiting on a sprint cycle. With millions of policyholders across commercial and personal lines, that kind of turnaround matters when a state filing hits or a form needs to change across a product line.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping the approval workflows and controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One more thing before I go quiet
Hi Brett,<br><br>Sent you a couple of notes about document infrastructure at Cincinnati Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the automation roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Brett, appreciate the connection.
I sent a few emails over the past couple weeks touching on the IT dependency piece, getting template changes off the developer queue so your business teams aren't waiting on a ticket every time something needs updating. At MHC we help insurers move that ownership to the business side, which tends to matter a lot when engineering capacity is already stretched.
Allstate and Acuity have both gone that route with us, along with around 25 other carriers.
Worth a quick conversation to see if any of this is relevant?
Chris
Jackson
jackson.com
· insurance
· Lansing, US
Financial services firm specialized in annuities and retirement income solutions for Americans.
Corroborated by input summary and search results identifying diverse database environment including Oracle that supports web-based apps and legacy modernization initiatives. High confidence based on prior HG Insights data and the company's profile as a major annuity provider with legacy mainframe/do
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Expanding spread-based business and direct lending capabilities through institutional partnerships.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life & Annuity
Awareness: stage_2
Scale: large — policies and contracts in-force 3,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- Leadership Change: Chris Raub appointed President of Jackson National Life Insurance Company
- overseeing go-to-market activities and IT operations.
- Growth/Performance: Reported record retail annuity sales of $19.7 billion for full year 2025.
- Cloud/Digital Transformation: Jackson launched new digital experience for financial professionals to reduce pain points and simplify interactions.
- Cloud/Digital Transformation: VP Muhammad Shami leading Cloud Transformation and application modernization to increase business agility.
Contacts (18)
active: 8 completed: 3 queued: 7
8 active · 0 🔗
Hilary Cranmore
Vice President
operations · vp
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 ULTIMA1.PDF
Angle: Jackson's record $19.7B retail annuity sales and digital modernization efforts for financial professionals.
Hooks: Record $19.7 billion retail annuity sales for FY 2025, Leadership in 19-year tenure at Jackson across operations and implementation, Focus on reducing paperwork via new digital experiences for financial professionals
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Jackson
Hi Hilary,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Jackson, I wanted to ask about something we see come up a lot at insurers your size. With annuity sales at the volume Jackson is running, does updating policyholder communications still require going through a developer every time a template needs to change?<br><br>The issue we hear most often is that the document layer just can't keep pace. New product variations, regulatory updates, changing disclosure requirements. Every change is a ticket, every ticket is a queue, and the business side is waiting on IT to touch a system most of the team can't access directly. At your member base size, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the ops friction around document changes at Jackson. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity making it difficult to keep pace with record annuity sales volume and document variety.
Hi Hilary,<br><br>Following up on what I sent about the document ops piece at Jackson.<br><br>We've worked with Guardian Life and Allstate on high-volume insurance communications, and the pattern is consistent. Once the business side can manage template changes directly, with approval workflows built in, the wait disappears. Compliance makes the change. IT stops being the bottleneck.<br><br>For an insurer running the annuity volume Jackson is putting up, that matters. Declarations pages, endorsements, premium notices, cancellation notices. When a regulatory requirement shifts or a new product variation rolls out, those templates need to move fast. On most legacy document platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Jackson's transition to a modern digital experience requires moving away from legacy IT-dependent template changes to business-user self-service.
Subject: One last thing, Hilary
Hi Hilary,<br><br>Sent you a couple of notes about document operations at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Jackson keeps scaling, feel free to reach out.
Proof: MHC NorthStar helped Guardian and Allstate streamline high-volume insurance communications, with similar insurers reaching 25+ client status and #1 Aspire mid-market ranking. · Asset: ULTIMA1.PDF
Hilary, good to be connected.
Sent you a few emails about the Documaker dependency piece, specifically keeping pace with document volume when developer availability is the bottleneck. Figured I'd reach out here too since the inbox gets noisy.
At MHC we help insurers move template ownership to the business side so document changes don't sit in a developer queue. Guardian and Allstate both went that direction, and we've built enough depth in the insurance space to hold the top mid-market ranking in Aspire's CCM report.
Worth a quick conversation to see if any of this is relevant?
Chris
Tori Fitzgerald Vaughn
Enterprise Strategy & Transformation Consultant
operations · director
queued
primary
– none
influencer
seq 31
step 0/3
📋 UNLOCK1.PDF
Angle: strategic_transformation
Hooks: Your focus on shaping long-term technology roadmaps and leading modernization efforts at Jackson Financial., The work you've done introducing GenAI developer tools to cut cycle time., Your background at Deloitte helping Fortune 50 companies resolve complex process optimization and vendor evaluation challenges.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Jackson
Hi Tori,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise strategy and transformation at Jackson, I wanted to ask about something that comes up a lot at insurers your size. Does updating customer-facing documents like policy notices, renewal letters, or annuity statements still require going through a developer every time a change needs to happen?<br><br>For a lot of insurance organizations, that dependency is invisible until it isn't. A regulatory change hits, or a product update needs to get communicated to your member base, and the queue is already three weeks long. The people who know what the document should say are waiting on the people who know the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of friction on your transformation roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tori,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with 25+ insurers on exactly this, including Guardian Life, Allstate, Intact Financial, and Acuity. The pattern is pretty consistent: the insurer moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every policy notice or product communication that needs to go out.<br><br>For a company expanding into new institutional channels the way Jackson is, that matters. When product terms change or regulatory language needs updating across your annuity and retirement communications, the wait disappears. The business side handles it with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, Tori
Hi Tori,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the transformation side, feel free to reach out.
Proof: MHC helps over 25 insurers, including major names like Guardian and Allstate, modernize their CCM to remove IT bottlenecks. · Asset: UNLOCK1.PDF
Tori, appreciate you connecting. Sent you a few emails about the IT dependency piece on document templates, so figured I'd say hello here too.
At MHC we help insurers move template ownership to the business side and off the developer queue. Guardian and Allstate are both in that boat now, which gives you a sense of the scale we work at.
Given the transformation work you're leading at Jackson, there may be some overlap. Happy to reconnect here if the timing ever works.
Chris
Daniel Bullington
Enterprise Solution Architect
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 CSFIN1.PDF
Angle: enterprise architecture at Jackson + AIG/Documaker background
Hooks: Your 12-month tenure as Enterprise Solution Architect at Jackson, Past experience as Chief Architect for Group Retirement at AIG, Background managing complex solution designs across life and retirement segments
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
—
Scott Klus
VP, Policy Administration Systems
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_modernization
Hooks: Experience overseeing Policy Administration Systems at Jackson for over 15 years, Jackson's recent $500M partnership with TPG to accelerate strategic growth, Management of diverse document types like beneficiary notices and premium notices
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes
—
Reframe: Evaluating modern DocOps alternatives rather than defaulting to legacy cloud migrations
Subject: —
—
Proof: Jackson is in the same league as Guardian and Allstate who modernized to eliminate the IT bottleneck for high-volume policy correspondence. · Asset: ULTIMA1.PDF
—
Thomas Kelleher
Director, Operations Relationship Management
operations · director
queued
primary
– none
champion
seq 28
step 0/3
📋 UNLOCK1.PDF
Angle: Jackson’s record $19.7B retail annuity sales and digital transformation focus
Hooks: Record retail annuity sales of $19.7 billion for 2025, VP Muhammad Shami's focus on cloud transformation and application modernization, Managing operational relationships at Jackson for over 18 years
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Jackson
Hi Thomas,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Jackson, I wanted to ask about something we see come up a lot at insurers your size. With your member base and the volume of annuity and retirement policy communications you're managing, does updating customer-facing documents still require going through a developer every time?<br><br>At companies running older document platforms, that dependency tends to get more expensive as the team scales. A compliance change hits, a product update needs to go out, and the ops team is stuck waiting on someone in IT who knows the system well enough to touch it. With $19.7B in retail annuity sales, that's a lot of document surface area to manage through a developer queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity risk at Jackson’s current scale
Hi Thomas,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM now. The pattern we see consistently: the insurer moves over, and the compliance or ops team starts managing template changes directly. The wait disappears because IT stops being the bottleneck for every document update.<br><br>For an operation like Jackson's, that matters most when a regulatory change or product update has to go out across a large annuity policyholder base fast. Declarations pages, endorsements, renewal notices, premium notices, those all need to move quickly when something changes. On most legacy platforms, that's a developer project every single time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operationalizing self-service for policy changes to remove IT bottlenecks
Subject: One last thing, Thomas
Hi Thomas,<br><br>Sent you a couple of notes about document operations at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps top insurers like Guardian and Allstate modernize document operations for complex policy types · Asset: UNLOCK1.PDF
Hey Thomas, appreciated you connecting.
Sent you a few emails about the developer scarcity risk on Documaker at Jackson's scale. Figured LinkedIn might be a better place to pick that thread back up.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate have both used that to modernise document operations across complex policy types without the developer dependency.
Happy to reconnect here if the timing ever works.
Chris
Michael Hicks
Senior Vice President and Chief Information Officer
engineering · c_level
active
primary
– none
decision_maker
seq 22
step 1/3
📋 CSFIN1.PDF
Angle: strategic digital transformation lead + award-winning technology innovation
Hooks: your recent Michigan ORBIE CIO of the Year win and focus on accelerating Jackson's digital transformation journey, your perspective on modernizing technology capabilities for annuities and retirement products to enhance client experiences, integrating technology with the financial planning process through real-time API integrations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Jackson
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Jackson, I wanted to ask about something that comes up a lot with insurance organizations your size. Is document template management still sitting on your IT team's plate, pulling developer time away from higher-priority roadmap work?<br><br>At large insurers, the pattern we see is that policyholder communications, annuity statements, regulatory notices, those documents live on platforms that only a developer can touch. Every change, no matter how small, needs an IT ticket. With developer talent as expensive and competitive as it is right now, that's a real drag on the teams that should be focused elsewhere.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Michael,<br><br>Following up on the developer capacity piece I mentioned.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their document operations team handles template changes directly, without routing through IT for every update. That means their developers stay focused on core infrastructure work.<br><br>The way MHC NorthStar CCM works, your compliance or ops team can make changes within the rules IT sets. The ticket never gets written. For an organization like Jackson that's expanding its institutional product lines, that kind of flexibility matters when disclosure requirements shift or new product documents need to go out fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: legacy blocking roadmap; evaluate compliance/508 automation
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on your roadmap, feel free to reach out.
Proof: T1=HSBC (100-200 templates, SWIFT) | BoA, PNC, Fidelity. · Asset: CSFIN1.PDF
Hey Michael, appreciate the connection.
Sent you a few emails recently about getting document template changes off the developer queue, given how scarce and expensive that talent has gotten. At MHC we help companies move that ownership to the business side so your engineers aren't bottlenecked on comms updates.
HSBC moved around 150 SWIFT-related templates through that model and got the IT dependency out of the day-to-day workflow entirely. That's the kind of thing I had in mind when I reached out.
Worth a quick conversation to see if any of this is relevant?
Chris
Mercedes Biretto
VP, Distribution Technology Operational Innovation & Sales Strategy Execution
operations · vp
active
primary
– none
influencer
seq 22
step 1/3
📋 GUC3E41.PDF
Angle: strategic execution for digital professional experiences
Hooks: Leadership in distribution tech operational innovation and sales strategy execution since June 2025., Your experience in reducing organizational complexity to prevent operational failure., Connection to Jackson's launch of new digital experiences for financial professionals to reduce paperwork.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Jackson
Hi Mercedes,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing distribution technology and operational innovation at Jackson, I wanted to ask something we hear a lot from teams your size. When a document change needs to happen, does it still require a developer ticket before anything moves?<br><br>For companies running retirement and annuity communications at your scale, that wait adds up fast. Every update to a policyholder notice, contract disclosure, or investor statement becomes a queued IT project. The people who know what the document should say are waiting on the people who know how to touch the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your team move faster on document changes without adding developer headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change due to developer scarcity ($150K+ per developer).
Hi Mercedes,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example that comes to mind: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. The shift happened when they stopped routing every document change through a developer and let the business side handle it directly, with controls in place.<br><br>For a team running retirement and annuity communications with your member base, that kind of speed matters. A regulatory disclosure update or a product change hitting contract statements and investor notices shouldn't sit in a ticket queue for weeks.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker's architecture creates a 'legacy block' on your digital transformation roadmap; consider compliance/508 automation.
Subject: One last thing, Mercedes
Hi Mercedes,<br><br>Sent you a couple of notes about document infrastructure at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana using MHC NorthStar, and Natera reduced turnaround from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Mercedes, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically around template changes sitting in developer queues. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update. Optum used that approach to manage 200+ templates across BCBS and Humana, and Natera cut turnaround from two and a half weeks to two days.
If any of this lands, feel free to reach out whenever.
Chris
Myles Womack
SVP, Advanced Planning and Platform Enablement
operations · vp
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📋 CSFIN1.PDF
Angle: Jackson's record annuity sales and platform modernization
Hooks: Directing your team's sales enablement efforts for Jackson's record $19.7B retail annuity year, Overseeing the 'Market Link Pro' product literature and digital correspondence strategy, Scaling Jackson's platform enablement as a standalone public entity post-Prudential
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Jackson
Hi Myles,<br><br>Chris here from MHC Automation.<br><br>Given your role in platform enablement at Jackson, I wanted to ask about something we see come up constantly at annuity providers your size. Does updating policy contracts, beneficiary notices, or other customer-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>At large-scale insurers, that dependency tends to compound fast. A regulatory change or product update hits, and the business side knows exactly what needs to change, but it still has to get into a ticket queue before anything moves. With Jackson's record annuity sales and the platform modernization work underway, I'd imagine that bottleneck comes up more than it used to.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Myles,<br><br>Following up on what I sent about the IT dependency piece.<br><br>Honestly I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see: an insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait for a developer to touch the document disappears.<br><br>At Jackson's volume, that matters most when a regulatory change or product update has to go out across a large policyholder base fast. Policy contracts, beneficiary notices, renewal communications. If those changes have to go through a developer who knows the legacy system, the timeline belongs to IT, not the business.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Myles
Hi Myles,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Jackson is one of America's largest annuity providers, managing mega-scale distribution. Like T1 insurers, legacy Documaker setups often trap document logic in code, creating a bottleneck for policy contracts and beneficiary notices. · Asset: CSFIN1.PDF
Myles, appreciate you connecting.
Sent you a few emails recently around the IT dependency piece on document changes. Didn't want to just let this sit without saying hi properly.
At MHC we help insurers move template ownership off developer queues to the business side. Seen it matter a lot at Documaker shops specifically, where document logic gets buried in code and every policy contract or beneficiary notice change becomes a ticket.
Worth a quick conversation to see if any of this is relevant?
Chris
Stefan Ott
Head of Enterprise Architecture and Planning
engineering · vp
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📋 CUSTOM1.PDF
Angle: enterprise architecture leadership for cloud transformation and AI automation
Hooks: your recent Executive Readiness certification through Inspire Leadership Network in September 2025, leading Jackson's Enterprise Architecture, Planning, and Strategy specifically around Innovation and AI, your focus on application modernization and cloud transformation for Jackson's digital experience
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and the cloud roadmap
Hi Stefan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise architecture at Jackson, I wanted to ask something that comes up a lot with teams your size running cloud and AI transformation work. Is the document layer one of those things that keeps surfacing as a blocker, where every template change still routes through a developer who knows the system?<br><br>With annuity and retirement products, the documents touching policyholders, policy notices, contract summaries, benefit statements, tend to live inside platforms that require specialized knowledge to update. When your architecture team is trying to move workloads to the cloud or introduce AI into workflows, that kind of hard dependency slows everything down in ways that are hard to explain to leadership.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help remove that dependency from your modernization path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Stefan,<br><br>Following up on what I sent about the document layer blocking modernization work.<br><br>I'll be upfront: our strongest proof points are in healthcare. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types and got all of it running through one compliant workflow. Natera cut document turnaround from 2.5 weeks to 2 days. The pattern in both cases was the same: the business side needed to make changes, a developer was the only path to do it, and that became the ceiling on how fast anything could move.<br><br>In insurance the dynamic is the same. Policy notices, contract documents, benefit statements all sitting inside platforms where a template change is a development project. When you're trying to move infrastructure to the cloud or build AI automation on top of it, that layer doesn't flex the way you need it to.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in
Subject: One last thing, Stefan
Hi Stefan,<br><br>Sent you a couple of notes about the document infrastructure piece at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your cloud and AI roadmap moves forward, feel free to reach out.
Proof: Optum managed over 200 templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Hey Stefan, appreciated the connect.
Sent you a few notes over email about the IT dependency piece I mentioned, getting template changes off the developer queue specifically. At MHC we help insurers move that ownership to the business side so architecture teams aren't the bottleneck on every document update. Optum used that model to manage 200-plus templates across BCBS and Humana, and Natera cut cycle times from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Amit Vashisht
Vice President, Head of Data and AI Strategy
engineering · vp
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📋 ULTIMA1.PDF
Angle: strategic_transformation_alignment
Hooks: Recognition for the RILA Digital Ecosystem's insurance technology impact award, Recent promotion to lead enterprise data and AI strategy as of April 2026, History of leading application delivery and architecture for Jackson's digital transformation
posture: peer CTA: soft type: problem_first
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Subject: Document ops and your AI roadmap
Hi Amit,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data and AI strategy at Jackson, I wanted to ask about something we see come up a lot at insurers your size. When your team is trying to move fast on AI and data initiatives, is the document layer one of those things that keeps pulling developer time back into template maintenance?<br><br>What I usually hear is that the core modernization work is happening, but annuity statements, policy notices, and regulatory correspondence still run through a document system that requires a developer for every change. That creates a backlog that competes with the higher-priority work your team is probably trying to protect.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Amit,<br><br>Following up on what I sent about the document ops piece.<br><br>Guardian Life, Allstate, and 25+ other insurers moved to MHC specifically to get their engineering teams out of the template change queue. The pattern is consistent: once business users can manage document updates directly, with approval workflows built in, the wait disappears and IT is back to working on things that actually need them.<br><br>With Jackson expanding its spread-based and institutional business, I'd imagine the volume and variety of customer-facing documents is going up, not down. Annuity statements, policy notices, disclosures tied to new product structures. If every one of those requires an IT ticket when something needs updating, that's a real drag.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Amit
Hi Amit,<br><br>Sent you a couple of notes about document infrastructure at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as Jackson scales, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers use MHC to decouple DocOps from IT backlogs. · Asset: ULTIMA1.PDF
Amit, appreciate you connecting. Sent you a couple of emails about the IT dependency piece I mentioned, so figured I'd try here instead.
At MHC we help insurers move template ownership to the business side so document changes stop queuing behind developer work. Guardian, Allstate, and 25 or so other carriers are running that way now.
Given your role sitting across data and AI strategy at Jackson, the document infrastructure layer is probably somewhere in that picture. If any of this lands, feel free to reach out whenever.
Chris
Dev Ganguly
Executive Vice President & Chief Innovation & Technology Officer
engineering · c_level
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📋 CUSTOM1.PDF
Angle: strategic_innovation_oversight
Hooks: Leadership in digital transformation efforts at Jackson as highlighted in your recent discussion on AI impact in life & annuity operations (April 2026)., Oversight of enterprise software and solutions delivery during Jackson's record retail annuity sales year ($19.7B)., Mention of reducing paper-based processes in the new digital experience launch for financial professionals.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Jackson
Hi Dev,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and innovation at Jackson, I wanted to ask about something that comes up a lot with insurers your size. Is updating customer-facing documents like annuity statements, policy notices, or contract disclosures still something that requires a developer with deep platform knowledge every time a change is needed?<br><br>For a lot of large carriers, that answer is yes. A compliance or ops team flags a required change, it goes into a ticket queue, and it waits on whoever knows the composition system well enough to touch it. That bottleneck tends to slow things down more than people expect, especially when you're also trying to move faster on strategic priorities.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team reduce that dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Dev,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>One example I can point to: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, including authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. The ops and compliance teams handle changes directly now without routing through IT.<br><br>The pattern we see at insurers is similar. Your policyholder data sits across multiple systems. Every document pulls from a different source. When a regulatory change hits, someone has to update the template in a system only a developer can touch. That wait disappears when the people who own the content can make the change themselves, within controls IT sets.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Dev
Hi Dev,<br><br>Sent you a couple of notes about document infrastructure at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the roadmap, feel free to reach out.
Proof: Natera (2.5wk->2days) or Optum (200+ templates) · Asset: CUSTOM1.PDF
Hey Dev, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, so I won't rehash that here. At MHC we help insurers move template ownership off the developer queue to the business side. Optum moved over 200 templates through that model without the usual IT backlog. Given your scope at Jackson, I figured it was worth opening a different channel rather than just adding to your inbox.
Happy to reconnect here if the timing ever works.
Chris
Dan Starishevsky
SVP, Distribution, Head of Marketing
operations · vp
completed
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champion
seq 1
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📋 CSFIN1.PDF
Angle: Jackson's recent record $19.7B retail annuity sales and the transition of legacy life policies to 'closed-block' status (Documaker) create a significant document operations bottleneck for your marketing teams.
Hooks: Record $19.7B retail annuity sales in 2025, Leadership in AuguStar Distributors, Recent study on the 'Stark Disconnect' in policy change conversations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Jackson
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>I work with insurance companies on document infrastructure, and given your role leading Marketing and Distribution at Jackson, I wanted to ask about something that comes up constantly at carriers your size.<br><br>When your team needs to update a policyholder document, does that still require an IT ticket and a wait for a developer to make the change?<br><br>With your retail annuity volume, that lag adds up fast. Every product update, every regulatory revision, every brand change to a contract summary or disclosure has to queue behind other IT priorities. The people who know what the document should say are not the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your marketing team move faster on document changes without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Dan,<br><br>One more thought on the document operations piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on MHC NorthStar CCM. When a regulatory requirement changes, their compliance team handles it directly. The wait disappears.<br><br>That matters a lot in annuities. Disclosure language, contract summaries, benefit statements: when a state requirement changes or a product feature gets updated, that should be a same-day fix, not a sprint ticket.<br><br>With record annuity sales and a growing institutional book, the volume of policyholder communications going out the door only goes up. If the template change process does not scale with it, marketing and compliance end up absorbing the friction.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One more thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about document operations at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Appreciated the connection, Dan.
Sent you a few emails recently about the document change bottleneck on the IT side. At MHC we help insurers move template ownership to the business so those changes stop sitting in a developer queue. ING Poland moved around 600 templates off that dependency, which tends to change the math on how fast the team can actually move.
Given what you're running across Distribution and Marketing at Jackson, that layer probably touches more of your work than it looks like from the outside.
If any of this lands, feel free to reach out whenever.
Chris
Muhammad Shami
Vice President, Infrastructure, Security Engineering and Cloud Transformation
engineering · vp
active
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📋 CSFIN1.PDF
Angle: Cloud modernization strategy and API consistency for policy data retrieval.
Hooks: Your 2024 discussion on using Google Cloud APIs to drive consistency in policy data lookups across Jackson channels., Leading the transition toward Cloud and modernizing infrastructure to harness new technologies for increased business agility., Jackson's record 2025 retail annuity sales of $19.7 billion, which places significant scaling pressure on core document infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your cloud roadmap
Hi Muhammad,<br><br>Chris here from MHC Automation.<br><br>Given your role in cloud transformation at Jackson, I wanted to ask about something that comes up a lot with infrastructure leaders at insurance companies your size. As you're moving policy data retrieval to cloud-native APIs, is the document production layer keeping up, or is it one of those things that keeps getting deferred?<br><br>What we typically see: the core systems modernize, but document generation is still sitting on an older platform that needs a specialist to touch. Every template change, every disclosure update, every new product communication becomes a developer project. At your member base size, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that developer dependency on the document side as you build out your cloud architecture. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Muhammad,<br><br>One more thought on the document layer piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. The reason it worked for them is that their compliance and ops teams handle template changes directly, without routing everything through a developer. Changes happen the same day instead of sitting in a queue.<br><br>That matters especially in insurance when a regulatory disclosure update has to go out across your policyholder base, or a new annuity product needs a complete set of client communications built fast. On most legacy document platforms, that's a two-week IT project. It doesn't have to be.<br><br>As you're standardizing APIs for policy data retrieval, it's worth asking whether the document generation layer can plug in cleanly or whether it becomes the bottleneck that slows the whole architecture down.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate alternatives to defaulting to standard cloud upgrades that maintain architecture lock-in.
Subject: One last thing for Jackson
Hi Muhammad,<br><br>Sent you a couple of notes about the document infrastructure piece at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your cloud roadmap, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Muhammad, saw you accepted the connection and figured LinkedIn was worth a try since the emails didn't land.
At MHC we help financial firms get template ownership off the developer queue and into business hands. Given what I mentioned about the IT dependency bottleneck and the document layer sitting in the way of the modernisation roadmap, it felt relevant to your world. HSBC moved around 150 templates off their dev backlog without adding headcount, which tends to resonate with infrastructure leaders carrying that kind of constraint.
Worth a quick conversation to see if any of this is relevant?
Chris
Ty Anderson
Senior Vice President, Experience Strategy
operations · vp
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📋 ULTIMA1.PDF
Angle: strategic alignment with Jackson's digital modernization and focus on financial professional experiences
Hooks: Jackson's record $19.7B retail annuity sales in 2025, recent launch of the new digital experience for financial professionals, VP Muhammad Shami's focus on Cloud Transformation and application modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Jackson
Hi Ty,<br><br>Chris here from MHC Automation.<br><br>Given your role leading experience strategy at Jackson, I wanted to ask about something that comes up a lot at insurers your size. When your team wants to update a policyholder document like a contract, beneficiary notice, or disclosure, does that still require going through IT and waiting on a developer who knows the system?<br><br>For most of the large carriers we talk to, the answer is yes. A change that takes 20 minutes to decide takes three weeks to ship because it has to route through a developer queue. That gap tends to show up the most when you're trying to move fast on professional experience initiatives and the document layer can't keep up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help get document changes on the same timeline as the rest of your modernization work. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+ pool) causing bottlenecks for Experience Strategy initiatives like policy contract and beneficiary notice updates.
Hi Ty,<br><br>Following up on what I sent about document bottlenecks at Jackson.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and cut delivery time from 2.5 weeks to 2 days. That happened because their compliance and ops teams started managing template changes directly, without waiting on IT.<br><br>The pattern holds at carriers too. Guardian Life, Allstate, and Acuity run their policyholder communications on MHC for the same reason. When a disclosure requirement changes or a new product rolls out, the people who know what the document should say make the change. IT stops being the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay comfortable.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframe legacy Documaker as a blocker to the modernization roadmap; focus on shifting from IT-dependent template changes to business-user self-service to match the speed of new digital professional tools.
Subject: One last thing, Ty
Hi Ty,<br><br>Sent you a couple of notes about document ops at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management ever becomes a real friction point in your modernization roadmap, feel free to reach out.
Proof: Jackson's peers like Guardian and Allstate (T2) use MHC to eliminate document liability, while T1 named proofs like Allied Benefits eliminated $4/doc costs and accelerated delivery from 2.5 weeks to 2 days. · Asset: ULTIMA1.PDF
Ty, appreciated the connection.
Sent you a few notes recently about the Documaker dependency piece and what that means for initiatives like policy contract and beneficiary notice updates when the developer queue is the bottleneck.
At MHC we help insurers move template ownership off IT and onto the business side. Allied Benefits cut per-document costs significantly and got delivery down from two and a half weeks to two days after making that shift.
Given what you're steering from an experience strategy angle, that kind of throughput matters.
If any of this lands, feel free to reach out whenever.
Chris
Lauren Caputo
Senior Vice President, Distribution Technology Support & Execution
operations · vp
active
primary
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📋 GUC3E41.PDF
Angle: Distribution Technology & Annuity Sales Record
Hooks: Your 15-year tenure at Jackson and promotion to SVP of Distribution Tech Support & Execution, Leading the technology side of Jackson's record $19.7B retail annuity sales in 2025, Managing the high-volume output of policy contracts and beneficiary notices for standalone Jackson Financial operations
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Jackson
Hi Lauren,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Distribution Technology at Jackson, I wanted to ask about something we see come up constantly at insurance companies scaling their annuity business. When your distribution support teams need to update client-facing documents like policy statements, premium notices, or contract summaries, does that still require going through IT and waiting on a developer to make the change?<br><br>At your volume, that wait adds up. A regulatory update or product change hits, and instead of the people who know the documents fixing them, it turns into an IT ticket that sits in a queue. With your spread-based business expanding and new institutional partnerships coming online, that kind of lag gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your distribution teams move faster without pulling IT into every document change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creating a bottleneck for business-user template changes as your annuity volume scales.
Hi Lauren,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across complex BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut template change cycles from 2.5 weeks to 2 days by letting their ops team make updates directly, with approval workflows built in.<br><br>The pattern at insurance companies tends to look similar. A product update or state filing requirement comes through, and your compliance or distribution ops team knows exactly what the document needs to say. But the change still has to go through someone who knows the legacy document platform. That wait is the friction.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on scarce IT resources for every premium notice update, reframe as a self-service model for distribution support teams.
Subject: One last thing, Lauren
Hi Lauren,<br><br>Sent you a couple of notes about document infrastructure at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as your annuity volume scales, feel free to reach out.
Proof: Optum transitioned 200+ templates for complex BCBS/Humana communications, reducing change cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Lauren, good to have you in the network.
Sent you a few emails about the Documaker dependency piece, specifically template changes needing developer involvement as annuity volume grows. Figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership to the business side, off the IT queue. Optum did that across 200+ templates for their BCBS and Humana communications and got change cycles down from 2.5 weeks to 2 days.
If any of this lands, feel free to reach out whenever.
Chris
Kimberly Bowen
Assistant Vice President, Operational Effectiveness
operations · vp
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: Alignment of document operations with Jackson's record retail annuity growth and digital transformation focus.
Hooks: Your focus on Operational Effectiveness as Jackson hits record annuity sales of $19.7B., Jackson's recent launch of new digital experiences to reduce paperwork for financial professionals., Managing the high-volume output of policy contracts and beneficiary notices within Jackson's large-scale insurance operations.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Jackson
Hi Kimberly,<br><br>Chris here from MHC Automation.<br><br>Given your role in operational effectiveness at Jackson, I wanted to ask about something we see come up a lot at insurers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>At companies running older document platforms, that wait is usually the norm. A compliance change comes in, someone writes a ticket, and the document team is stuck waiting while the queue fills up with other priorities. With your member base and the growth Jackson has been pushing through retail annuities, I'd imagine that kind of delay adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity causing IT ticket backlogs for critical policy change documents.
Hi Kimberly,<br><br>One more thought on the IT bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurance organizations. I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern: the insurer moves to MHC, the compliance and ops team starts managing templates directly, and the wait disappears.<br><br>That matters especially when a regulatory change has to go out across a large policyholder base fast. Declarations pages, renewal notices, annuity statements, cancellation notices. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing compliance anxiety and 508 risk by shifting template ownership from IT to business users.
Subject: One last thing, Kimberly
Hi Kimberly,<br><br>Sent you a couple of notes about document operations at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers including Guardian and Allstate; recognized as Aspire #1 for mid-market CCM. · Asset: UNLOCK1.PDF
Kimberly, saw you connected and figured this was a better place to follow up than another email.
The Documaker developer scarcity piece I mentioned is something we run into a lot on the insurance side. At MHC we help carriers move template ownership off IT queues so the business can make policy document changes directly. Guardian and Allstate both went that route, and MHC was ranked number one for mid-market CCM by Aspire last year, which gives you a sense of where we sit in the market.
Worth a quick conversation to see if any of this is relevant?
Chris
Laura Hanson
Senior Executive Committee Advisor
operations · vp
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 GUC3E41.PDF
Angle: Deep operational experience in contract servicing and enterprise technology oversight at Jackson.
Hooks: Your 9-year tenure leading Policy Owner Services, overseeing all post-issue life and annuity contract servicing., Jackson's recent record FY 2025 annuity sales and the strategic partnership with TPG as drivers for document scale., Historical oversight of Operations Technology Support, specifically managing systems upgrades and conversions.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Jackson
Hi Laura,<br><br>Chris here from MHC Automation.<br><br>Given your background in contract servicing and enterprise technology at Jackson, I wanted to ask about something that comes up a lot at retirement and annuity carriers your size. When a disclosure or contract notice needs to be updated, does that still require going through IT and waiting on a developer to touch the template?<br><br>At companies like Jackson, the answer is usually yes. Policy and annuity documents, contract confirmations, regulatory notices, they're locked inside a system that only a few people know how to change. When business requirements shift or a regulatory deadline hits, the queue gets long fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and the high cost of developer scarcity for maintaining legacy templates.
Hi Laura,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a>, which processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving their business users into the template change path directly.<br><br>The pattern we see at carriers your size is similar. When a regulatory change hits, the compliance team knows exactly what needs to say what. But they can't touch the template. So it becomes an IT ticket, a priority negotiation, and a wait. That's the friction that builds up over time, especially when your spread-based business is growing and contract volume is scaling with it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance team makes the change, IT still owns the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational risk of sticking with legacy Documaker vs. modernizing to a business-user self-service model.
Subject: One last thing, Laura
Hi Laura,<br><br>Sent you a couple of notes about document template workflows at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Laura, good to have you in the network.
Sent you a few notes recently about the IT ticket bottleneck on template changes, specifically the developer dependency that comes with maintaining Documaker at scale. At MHC we help insurers move that ownership to the business side so document changes stop sitting in a queue. Optum used that approach to manage 200+ templates across BCBS and Humana, and Natera cut cycle times from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Dennis Blue
Vice President, Corporate Support Services
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 ULTIMA1.PDF
Angle: strategic oversight of print and document control
Hooks: Directly manages the print services, mail, and document control functions for Jackson Financial's 4,500+ employees., Oversees operational excellence and cost efficiency for business continuity and corporate support services., Recognized for leading long-term strategic plans and multi-million dollar annual budgets since 2010.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Jackson
Hi Dennis,<br><br>Chris here from MHC Automation.<br><br>Given your oversight of print and document control at Jackson, I wanted to ask about something that comes up a lot with carriers your size. Does every policyholder document change still require a developer who knows the system, or has your team found a way to get business users into the workflow?<br><br>The pattern we see: compliance or ops identifies a change that needs to go out across renewal notices, policy confirmations, or annuity statements. The request goes into a queue. A developer translates it into the platform. The turnaround takes days or weeks, not hours. When a regulatory deadline is involved, that lag gets stressful fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes (Documaker)
Hi Dennis,<br><br>Following up on what I sent about the template change bottleneck.<br><br>To give you a concrete example: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern across all of them is similar. The carrier moves over, business users start managing templates directly, and the wait for IT to touch a document change disappears.<br><br>At Jackson's scale, with a member base in the hundreds of thousands across annuity and retirement products, that kind of turnaround matters. A regulatory disclosure update, a state filing change, a new product notice going out to your policyholder base. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, the compliance team handles it directly, within the controls IT already set.<br><br>I'll be honest, I don't have a single named case study with a specific metric to share from an annuities carrier. But the operational shift is consistent across the carriers we work with.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap and compliance/508 risk
Subject: One last thing, Dennis
Hi Dennis,<br><br>Sent you a couple of notes about the document infrastructure piece at Jackson. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate modernize Documaker workflows; ranked #1 in mid-market by Aspire. · Asset: ULTIMA1.PDF
Hey Dennis, appreciate you connecting.
Sent you a few notes recently about the IT ticket bottleneck on template changes, specifically the Documaker dependency piece. At MHC we help carriers move that ownership to the business side so every update doesn't need a developer in the loop. Guardian and Allstate have both been through that transition, and MHC came out ranked number one in mid-market CCM by Aspire on the back of work like that.
If any of this lands, feel free to reach out whenever.
Chris
Selective Insurance
selective.com
· insurance
· Branchville, US
A super-regional property and casualty insurance holding company offering standard and specialty coverages.
Confirmed Oracle Documaker user via pre-existing intelligence and corroborated by company's heavy emphasis on 'sophisticated tools and technologies' and 'multi-year modernization' in legacy claims systems.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Salesforce Marketing Cloud
HG Insights
Tableau
HG Insights
Strategic Initiatives
- Prioritizing underwriting margins over premium growth through disciplined pricing and exposure management., Expansion of AI-driven ingestion tools to automate document processing and contract-risk checks for claims.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mega — Net Premiums Written $4.9 billion
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- Leadership Change: Nathan Rugge appointed as Executive Vice President
- Chief Actuary
- effective January 2026
- following retirement of Vincent Senia.
- Leadership Change: Brenda M. Hall
- +4 more
Contacts (21)
active: 8 completed: 5 queued: 8
8 active · 1 🔗
Troy Peterson
Vice President, Service Delivery Officer
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 ULTIMA1.PDF
Angle: multi-site service delivery leadership and digital engagement strategy
Hooks: Directing Selective's Service Center operations across VA, AZ, and NJ supporting a $5B portfolio, Passion for supporting fellow veterans as a member of Selective's Military Veterans ERG, Focus on accelerating call deflection and expanding digital engagement channels to reduce friction
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Selective
Hi Troy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading service delivery at Selective, I wanted to ask about something that comes up a lot at P&C carriers your size. When a policy document or customer notice needs to change, does that still require an IT ticket and a wait on a developer to touch the template?<br><br>At carriers with your member base, that bottleneck tends to show up most when regulatory language changes or a new product line rolls out. The people who need to update the document know exactly what it should say. They just can't get to it without going through a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your service delivery team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change
Hi Troy,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing I should have included: the pattern we see at P&C carriers is pretty consistent. A compliance or ops team member identifies a change that needs to happen in a policyholder notice or declaration. They write up the request. It sits in a queue. A developer who knows the document system eventually gets to it. By the time it's done, the urgency has passed or a deadline was close.<br><br>Guardian Life, Allstate, and Acuity all run their policyholder communications on MHC NorthStar CCM now. Across those organizations, the compliance and ops teams make template changes directly, with approval workflows built in. IT stops being the bottleneck for day-to-day document work.<br><br>That matters at Selective especially given the push toward tighter underwriting discipline and faster claims processing. When document changes can happen the same day instead of the same sprint, your service delivery team isn't waiting on infrastructure to keep up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Troy
Hi Troy,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your service delivery team, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Troy, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Acuity and Allstate are both running on it, along with 25 or so other carriers we work with across the mid-market.
If any of this lands, feel free to reach out whenever.
Chris
Robert England
VP, Enterprise Infrastructure Services and Operations
engineering · vp
queued
primary
– none
decision_maker
seq 31
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise infrastructure and development background
Hooks: Leadership in managing Selective's enterprise platforms and custom applications, Background in managing infrastructure and operations for large-scale migrations, Focus on engineering excellence and cost-conscious technology leadership
posture: peer CTA: soft type: problem_first
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Subject: Document infra @ Selective
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role running enterprise infrastructure at Selective, I wanted to ask about something that comes up a lot at P&C carriers your size. Does updating policyholder-facing documents still require going through a developer who knows the system?<br><br>I ask because at most large insurers, the document layer is owned by IT by default. Business teams need a change to a renewal notice or endorsement, they write a ticket, it sits in the queue behind higher-priority work. The ops or compliance team knows exactly what the document should say but can't touch it without engineering in the loop.<br><br>With your background in enterprise infrastructure, you've probably seen this play out firsthand. The irony is that the system was built to create consistency, but it ends up creating a bottleneck instead.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Robert,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern I see consistently is this: the insurer moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a P&C carrier running commercial lines, personal lines, and E&S, that matters. Declarations pages, endorsements, cancellation notices, renewal correspondence, these all pull from different policy admin systems. When a regulatory change hits or a product line gets repriced, someone has to update those templates. On most legacy platforms, that's a developer project, not a compliance project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One resource before I go quiet
Hi Robert,<br><br>Sent you a couple of notes about the document infrastructure piece at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC for CCM modernization · Asset: ULTIMA1.PDF
Hey Robert, appreciate you connecting.
I sent a few emails over the past weeks around the IT dependency piece I mentioned, getting template changes off the developer queue so the business can own them directly. At MHC we help insurers move that ownership without adding headcount or rebuilding integrations from scratch. Guardian and Allstate are both running on it now, along with a good number of other carriers in the same position.
No agenda here beyond making the connection. Happy to reconnect here if the timing ever works.
Chris
Fadi Elsaid
Senior Vice President, IT Infrastructure and Operations
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: IT infrastructure leadership and developer resource constraints within Oracle Documaker environments.
Hooks: Ongoing tenure since 2019 leading Selective's IT Infrastructure & Operations, Overseeing mission-critical document output including declarations and claims correspondence, Addressing the upcoming headquarters move to Short Hills in 2026 amidst technical debt management
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian and 25+ other insurers have moved away from legacy IT-dependent document composition to business-user-led operations. · Asset: ULTIMA1.PDF
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Gordon Gaudet
Executive Vice President, Chief Innovation Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: strategic innovation leadership
Hooks: Leadership tenure since 2013 and transition from CIO to Chief Innovation Officer in 2020, Background in Insurance Core System Transformation at Deloitte Consulting, Focus on high-tech high-touch service and modernization mentioned in Selective leadership announcements
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity ($150K+) and the friction of waiting for IT tickets to update core insurance documents like declarations and claims correspondence.
—
Reframe: Moving away from architecture lock-in and technical debt by empowering business users with self-service document composition, reducing the reliance on a shrinking pool of legacy developers.
Subject: —
—
Proof: MHC helps insurers like Guardian and Allstate modernize; specifically, for high-volume comms, we've helped firms eliminate millions in document costs and slash template turnaround from weeks to days. · Asset: UNLOCK1.PDF
—
Mitchell Cain
Solutions Architect
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise software architecture background at Insurity and LexisNexis
Hooks: your deep background in insurance software architecture at Insurity and LexisNexis, Selective's upcoming headquarters move to Short Hills in 2026, integration of digital transformation expertise on the Board with Julie Parsons
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: Documaker: compliance/508 and developer scarcity for template changes
Subject: —
—
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Jackie White
AVP, Business Analysis
operations · vp
queued
primary
– none
champion
seq 26
step 0/3
📋 GUC3E41.PDF
Angle: IT Business Analysis leadership and recent team performance
Hooks: Mentioning the December 2024 IT Business Analysis team gathering she hosted to celebrate 2024 successes., Referencing her long tenure at Selective across E&S, Billing, and Small Business units., Connecting her focus on 'energizing the team for 2025' with the ongoing modernization of Claims and generative AI initiatives reported by Selective.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Selective
Hi Jackie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Business Analysis at Selective, I wanted to ask about something that comes up a lot at P&C carriers your size. When your team needs to update policyholder-facing documents like declarations pages, renewal notices, or endorsements, does that still require going through a developer to make the change happen?<br><br>At carriers running older document platforms, the business side usually knows exactly what needs to change, but they can't touch the template directly. So a compliance update or a wording fix turns into a ticket, a queue, and a wait. With your member base and the volume of correspondence Selective produces, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your BA team move faster on document changes without depending on IT for every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity for Documaker template changes.
Hi Jackie,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, covering authorization letters, approval notices, and correspondence, all running through one compliant workflow. The compliance and ops teams handle changes directly now. The ticket never gets written.<br><br>For a P&C carrier like Selective, the parallel is pretty direct. Declarations pages, endorsements, cancellation notices, renewal correspondence all pull from different policy admin and claims systems. When a regulatory change hits a state, someone has to track down the right template and wait on a developer who knows the system. That's a slow path when the change has to go to policyholders at scale.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing compliance anxiety and 508 accessibility friction for renewal and claims correspondence.
Subject: One last thing, Jackie
Hi Jackie,<br><br>Sent you a couple of notes about document template workflows at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum (BCBS/Humana) managed 200+ templates with high efficiency and Natera reduced turnaround from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Jackie, appreciate you connecting.
Sent you a few emails about the IT dependency piece on Documaker template changes, so you have some context on where I'm coming from. At MHC we help insurers move that work off developer queues and onto the business side directly.
Optum shifted ownership of 200+ templates without adding headcount, and Natera cut template turnaround from two and a half weeks to two days. Both situations started with the same bottleneck you're likely sitting on.
If any of this lands, feel free to reach out whenever.
Chris
Paul Kush
Executive Vice President, Chief Claims Officer
operations · c_level
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Angle: strategic claims modernization
Hooks: Leadership in managing all Claims and Staff Counsel operations for Selective since 2019., Your emphasis on 'virtual appraisals' and real-time telematics to meet customer expectations., Selective's multi-year modernization in Claims and leveraging generative AI to reduce friction.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + IT bottleneck
Hi Paul,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing claims at Selective, I wanted to ask about something that comes up a lot with claims leaders at carriers your size. When your team needs to update a claims correspondence template, does that still require an IT ticket and a wait on a developer to make the change?<br><br>At large P&C carriers, claims documents like denial letters, coverage correspondence, and settlement notices tend to live inside legacy platforms that only a handful of developers can touch. A regulatory update or a wording change becomes a project, not a task. That lag matters when you're trying to move claims faster and tighten your operations.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue and into the hands of the people who know what those letters should say. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Paul,<br><br>Following up on what I sent about the document change bottleneck in claims.<br><br>One thing I should have included: Allstate and Acuity both run their policyholder communications on MHC now. The pattern we see every time is similar. The insurer moves over, the compliance and claims ops teams start managing templates directly, and the IT ticket for a document change stops getting written. Changes that used to take weeks happen the same day.<br><br>That matters especially when a state regulator updates required language on a denial letter or a coverage notice and it has to go out accurately across your policyholder base. On MHC NorthStar CCM, the claims ops team makes that change directly, with approval workflows built in, without waiting on a developer.<br><br>You mentioned claims modernization is a priority right now. Getting the document layer out of IT's hands is usually one of the faster wins on that roadmap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Paul
Hi Paul,<br><br>Sent you a couple of notes about claims document operations at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your claims modernization work, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Paul, glad we're connected here.
Sent you a few emails about the IT ticket bottleneck on template changes. At MHC we help insurers move that ownership to the business side so document updates stop sitting in a developer queue. Guardian and Allstate have both gone that route, along with 25 or so other carriers we work with across the mid-market.
Given your claims operations scope, the document layer piece seemed worth putting in front of you.
Happy to reconnect here if the timing ever works.
Chris
Bryan Culler
AVP, Marketing
operations · vp
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Angle: strategic marketing leadership and tenure
Hooks: AVP, Marketing role since Feb 2024, 12+ years of tenure at Selective Insurance including Creative Director and Director of Marketing roles, Focus on driving business direct to sales force through B2B and B2C channels
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Selective
Hi Bryan,<br><br>Chris here from MHC Automation.<br><br>Given your role in marketing at Selective, I wanted to ask about something we see come up a lot at P&C insurers your size. When your team needs to update customer-facing documents like declarations pages, renewal notices, or cancellation letters, does that still require an IT ticket and a wait on a developer?<br><br>It's a common friction point. The marketing or compliance team knows exactly what needs to change, but the document lives in a system only a developer can touch. So a straightforward copy update turns into a two-week project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit on the document side. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Bryan,<br><br>One more thought on the document change cycle piece I mentioned.<br><br>Allstate and Acuity both run their policyholder communications on MHC now. The pattern is consistent: once the business side can manage templates directly, the wait disappears. A compliance update or a marketing copy change goes out the same day instead of sitting in a queue.<br><br>For a P&C carrier with your member base, that matters most when a regulatory change hits and declarations pages, endorsements, or premium notices need to go out fast and accurately across your book. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508
Subject: One last thing, Bryan
Hi Bryan,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Bryan, glad you accepted the connection.
Sent you a few emails recently about the IT ticket bottleneck on template changes. At MHC we help insurers move that ownership to the business side so marketing isn't waiting on a developer queue for every update.
Allstate and Acuity are both running on it now, which is part of why I thought Selective might be worth a conversation.
Happy to reconnect here if the timing ever works.
Chris
Rohit Mull
EVP, Chief Marketing & Innovation Officer
operations · c_level
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Angle: Innovation-led customer experience and digital-first brand strategy at Selective.
Hooks: Your leadership in building Selective's digital presence and the MarketMax program (reaching $100M+ in 2023) shows a focus on scaling high-impact distribution channels., Mentioned in your Insurtech Insights session: mastering direct-to-consumer strategies requires a backend that doesn't slow down the brand experience., As you oversee innovation, you've likely seen how legacy tech can bottleneck the very digital-first culture you're driving back at Selective since rejoining in 2022.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your DX roadmap
Hi Rohit,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing and innovation at Selective, I wanted to ask about something that comes up a lot with CMOs and CXOs at P&C carriers your size. When you're pushing toward a more digital, customer-first experience, does the document production layer ever end up being the thing that slows everything else down?<br><br>I'm talking about policyholder-facing documents: declarations pages, renewal notices, endorsements, claims correspondence. At a lot of carriers, those are still tied to legacy composition systems where any change, whether it's a brand update, a compliance requirement, or a new product rollout, has to go through IT and wait on a developer to touch the template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit with what you're working on at Selective. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation -> legacy blocking DT roadmap
Hi Rohit,<br><br>One more thought on the document production piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM now. The pattern we see at carriers like these: once the business side, compliance, marketing, product teams, can update templates directly without writing an IT ticket, the pace of change across the whole document stack shifts. Brand updates go out the same week. State filing adjustments don't sit in a queue. A new product's declarations page doesn't wait three sprints.<br><br>For a carrier with your member base, that matters especially when a regulatory change or a new product launch has to reach policyholders accurately and fast across declarations, endorsements, and renewal notices.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker -> compliance/508 and developer scarcity
Subject: One more thing, Rohit
Hi Rohit,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the innovation side, feel free to reach out.
Proof: Guardian and Allstate (T2 metric/aggregate) · Asset: ULTIMA1.PDF
Rohit, appreciated the connection. Sent you a couple of emails about the document infrastructure gap in the modernisation work, so figured I'd try here instead.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both used that to unblock pieces of their transformation roadmap that were stalling on the document layer.
Worth a quick conversation to see if any of this is relevant?
Chris
Justin Kohlhepp
Vice President Application Delivery
operations · vp
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Angle: IT delivery leadership & recent recruitment
Hooks: Your recent call for a Software Engineering Manager to join the Application Delivery team, managing complex doc types like declarations and claims correspondence within the Oracle Documaker framework, Selective's transition to the Short Hills HQ in mid-2026
posture: peer CTA: soft type: problem_first
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Subject: Document template changes at Selective
Hi Justin,<br><br>Chris here from MHC Automation.<br><br>Given your role in application delivery at Selective, I wanted to ask about something that comes up a lot with carriers your size. When a regulatory change hits or a product update needs to go out, does updating policyholder documents like declarations pages, renewal notices, or endorsements still require a developer who knows the system?<br><br>At a lot of insurers, that change cycle runs through a pretty small group of people. When that team is stretched across other delivery priorities, document updates become the quiet bottleneck nobody talks about in planning but everyone feels in production.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce the dependency on specialized developer time for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity for Documaker template changes
Hi Justin,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and 25+ other insurers have moved off legacy document platforms onto MHC NorthStar CCM. The consistent pattern: once compliance and operations teams can update templates directly, without writing a ticket and waiting on a developer, the change cycles that used to take weeks happen the same day.<br><br>That matters for a carrier like Selective. With your policyholder base, a regulatory change to declarations pages or endorsement language isn't a small lift. If the only path to updating that document runs through a developer who also owns five other delivery commitments, the timeline slips whether anyone wants it to or not.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy Documaker architecture as a blocker for digital roadmap/compliance (508)
Subject: One last thing, Justin
Hi Justin,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ other insurers have moved away from legacy tech debt to modern CCM · Asset: UNLOCK1.PDF
Hey Justin, appreciated the connection.
Sent you a few notes about the IT dependency and developer scarcity piece around Documaker template changes. At MHC we help insurers get that work off the developer queue and into the hands of business users directly. Guardian and a handful of other carriers have made that shift away from the legacy tech debt side of CCM, and the pattern tends to look familiar once you see it laid out.
Happy to reconnect here if the timing ever works.
Chris
Gene Wronko
AVP, Enterprise Applications & Automation
operations · vp
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Angle: enterprise automation and application rationalization leadership
Hooks: Experience leading application rationalization programs that achieve significant cost reductions (30%) and optimizing legacy Oracle EBS environments., Recent focus on 'Enterprise Automation' and the evolution from application support to AI-enabled transformation., Background in life insurance web development and managing critical systems for large insurance carriers.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: E2=compliance/508.
Subject: —
—
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Richard Agresta
VP Strategic Application Development
engineering · vp
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Angle: strategic technical oversight and application delivery leadership
Hooks: your oversight of Strategic Application Development at Selective Insurance, extensive experience managing complex application delivery portfolios from your time at both The Hartford and Selective, your focus on simplifying the technology environment and leveraging innovation as noted in your roadmap philosophy
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your dev team, Richard
Hi Richard,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategic application development at Selective Insurance, I wanted to ask about something that comes up a lot with teams like yours. Does every policy document template change, think declarations pages, endorsements, renewal notices, still require a developer to touch the system before it goes out?<br><br>With your member base and the complexity of commercial and E&S lines, that dependency adds up fast. A compliance update hits, a state filing changes, and suddenly it's an IT project instead of a same-day fix.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way to get that template change work off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity
Hi Richard,<br><br>Following up on what I sent about the document change bottleneck.<br><br>I'll be honest, I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern across the 60+ insurers we work with: the carrier moves to MHC NorthStar CCM, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck for every declarations page or endorsement update.<br><br>That matters especially when a state filing deadline hits and the change has to go out fast, accurate, and across your full policyholder base. Right now that's probably a developer project. It doesn't have to be.<br><br>MHC removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization and compliance roadmap; evaluate alternatives beyond standard upgrades
Subject: One last thing, Richard
Hi Richard,<br><br>Sent you a couple of notes about the document layer at Selective Insurance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers including Guardian and Allstate; Aspire #1 mid-market leader. · Asset: UNLOCK1.PDF
Appreciate the connection, Richard. Sent you a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better place to land.
At MHC we help insurers get document template ownership off the developer queue and onto the business side. Guardian and Allstate are both running on it, and we hold the Aspire top spot for mid-market insurers, which tends to matter when teams are evaluating what comes after Documaker.
If any of this lands, feel free to reach out whenever.
Chris
Robert McKenna
SVP, Enterprise Strategy and Execution
engineering · vp
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Angle: IT Strategy and Shared Application Delivery Leadership
Hooks: Your leadership of Selective's IT strategy and shared application delivery teams, especially given the multi-year modernization initiatives in Claims., Selective's focus on modernization and leveraging generative AI as noted in your recent 10-K filings., Your 22-year tenure at Selective, scaling from an IT network specialist to overseeing enterprise architecture and technology planning.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Selective
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise strategy and application delivery at Selective, I wanted to ask about something that comes up a lot with P&C carriers your size. When a regulatory change hits or a policy document needs updating, does that still run through a developer with specialized knowledge of the document platform?<br><br>For most insurers we talk to, declarations pages, endorsements, renewal notices, and cancellation letters are still locked inside platforms that only a handful of engineers can touch. With your member base, that creates a real bottleneck when something has to change fast across the policy portfolio.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering burden on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Robert,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: Allstate and Acuity both run policyholder communications on MHC. The pattern we see with insurers of that scale is consistent. The carrier moves over, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck every time a form changes.<br><br>With Selective expanding AI-driven document processing on the claims side, it would be worth making sure the composition layer can keep up. Declarations, endorsements, renewal notices are the documents your policyholders actually see. If those still require a developer with platform-specific knowledge to update, that's a friction point that doesn't fit the direction you're moving.<br><br>That's what MHC NorthStar CCM does differently: the business side makes the change, with approval workflows built in, and the ticket never gets written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Selective's automation investments scale, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: CUSTOM1.PDF
Appreciate you connecting, Robert. Sent you a few notes recently about getting document template changes off the developer queue, given how tight that talent pool has gotten at the senior level.
At MHC we help insurers shift template ownership to the business side so IT isn't the bottleneck on every communication update. Carriers like Guardian, Allstate, and Acuity have moved in that direction over the last few years.
If any of this lands, feel free to reach out whenever.
Chris
Jason Cyr
Director Software Engineering
operations · director
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Angle: technology modernization leadership
Hooks: your current mandate to spearhead a comprehensive technology modernization initiative and transform legacy teams at Selective, your experience spearheading a major technology upgrade and modernization of legacy systems to pave the way for cloud migration, the recent leadership shifts (EVP Senia and COO Hall) and Selective's 2026 goal to build on recent momentum via technology-driven efficiency
posture: peer CTA: soft type: problem_first
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Subject: Document ops bottleneck at Selective
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software engineering at Selective, I wanted to ask about something we see come up a lot at carriers your size. Does every change to policyholder documents like declarations pages, endorsements, or renewal notices still require pulling a developer off something more important to touch the template?<br><br>At companies running older document composition platforms, that's usually the case. The system requires specialized knowledge to make even a small change, so business teams wait on IT. When you're trying to move faster on Agile delivery, that kind of dependency adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity and technical debt inherent in Oracle Documaker—where every change to declarations or endorsements requires a dwindling pool of specialized developers ($150K+)—directly conflicts with your goal of shifting to high-performing Agile delivery models.
Hi Jason,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I wanted to share what we saw at Natera, a healthcare company with a similar problem. Their template change cycle was running 2.5 weeks. After moving to MHC NorthStar CCM, they got it down to 2 days. The difference was that the people who actually own the content, compliance, ops, communications, could make changes directly without filing a ticket.<br><br>For an insurance carrier with your member base, that matters especially when a regulatory update hits and endorsements or cancellation notices have to go out accurately and on time. Right now that's probably a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As you modernize core systems for E&S and commercial lines, relying on a legacy template engine like Documaker becomes a bottleneck for the CI/CD pipelines you're building; business-user self-service is the only way to scale document ops without adding to your engineering burden.
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps T2 insurers like Guardian, Allstate, and Intact eliminate IT dependency. One T1 healthcare peer, Natera, reduced their template change cycle from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Hey Jason, good to connect.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the Documaker dependency pulling engineering cycles away from Agile delivery priorities.
At MHC we help insurers move template ownership to the business side, off the developer queue entirely. Natera cut their template change cycle from 2.5 weeks to 2 days after making that shift, which tends to matter when specialized document dev capacity is already stretched thin.
Happy to reconnect here if the timing ever works.
Chris
Zach Gadarowski
Director, Solution Architecture
engineering · director
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Angle: Documaker architect-heavy maintenance and modernization roadmap
Hooks: Your 17+ years in software architecture and recent focus on Microsoft Azure and RESTful APIs, Managing Selective's legacy Oracle Documaker stack while the company pushes for modernization in Claims, Selective's multi-year digital transformation initiative and the upcoming HQ move to Short Hills
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your modernization roadmap
Hi Zach,<br><br>Chris here from MHC Automation.<br><br>Given your role in solution architecture at Selective, I wanted to ask about something that comes up a lot with P&C carriers at your size. Is the document production layer one of those things that keeps surfacing as a blocker on your modernization roadmap, especially when every template change runs through architects who are already stretched thin?<br><br>It's a pattern we see pretty often. The platform works, but any meaningful change requires someone who knows the system deeply. That person is expensive, hard to backfill, and probably has a dozen higher-priority things to work on. So policy documents, endorsements, renewal notices, and claims correspondence end up in a slow queue that nobody planned for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architect dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), legacy architecture blocking the modernization roadmap
Hi Zach,<br><br>Following up on what I sent about the architect bottleneck piece.<br><br>One thing I should have included: we recently helped a group of 25+ insurance carriers, including Guardian Life and Allstate, move off legacy document platforms onto MHC NorthStar CCM. The consistent outcome was that template ownership shifted from a small pool of high-cost technical resources to the business side, compliance teams, operations, the people who actually know what the document should say.<br><br>For a P&C carrier with your member base, that matters. When a state files a new endorsement requirement or a rate change has to roll through renewal notices and certificates of insurance, the change happens the same day instead of waiting on an architect who also owns three other critical systems.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to offload template logic from high-cost architects to the lines of business
Subject: One last thing on document infrastructure
Hi Zach,<br><br>Sent you a couple of notes about the document infrastructure piece at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization roadmap, feel free to reach out.
Proof: MHC helps 25+ insurers, including Guardian and Allstate, migrate from legacy systems to achieve Aspire #1 mid-market ranking. · Asset: UNLOCK1.PDF
Hey Zach, good to be connected.
Sent you a few emails about the developer scarcity piece and the legacy document layer sitting in the way of modernisation work, so you have some context on where I'm coming from. At MHC we help insurers move template ownership off the IT queue so architecture teams aren't bottlenecked on document changes when there are bigger roadmap problems to solve. Guardian and Allstate both moved off legacy CCM platforms with us, which is part of how MHC picked up the Aspire top mid-market ranking.
If any of this lands, feel free to reach out whenever.
Chris
Donald Ciccolella
Director, Digital and Marketing Technology Acceleration
operations · director
completed
primary
– none
↺ Bounced
champion
seq 16
step 1/3
📋 UNLOCK1.PDF
Angle: AI-driven modernization for high-volume policy documents
Hooks: Your focus on Generative AI acceleration to drive operational value within Selective Insurance's marketing and innovation strategy., Your oversight of Selective’s web property evolution and commitment to exceptional user experiences across agent and customer touchpoints., Selective's reliance on Documaker for high-volume outputs like declarations, ID cards, and claims correspondence during a major HQ transition.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates at Selective
Hi Donald,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital and marketing technology at Selective, I wanted to ask about something that comes up a lot at P&C carriers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>With your member base across commercial, personal, and E&S lines, that's a lot of document variants. Declarations pages, endorsements, renewal notices, cancellation letters. When a pricing change or regulatory update hits, the compliance or ops team usually has to open a ticket and wait. The developer who knows the template system becomes the bottleneck for changes that shouldn't require a developer at all.<br><br>I noticed Selective is also pushing AI-driven tools to automate document ingestion and contract-risk checks on the claims side. That kind of modernization tends to stall when the output layer, the actual documents going to policyholders, is still locked inside a legacy composition system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Donald,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I'll be straightforward: I don't have a single insurance case study with a hard metric I can point to. What I can tell you is the pattern across the 60+ carriers we work with, including Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every declarations page or endorsement update.<br><br>That matters especially when a rate filing or regulatory change has to propagate across thousands of policy documents fast. On most legacy composition systems, that's a developer project. It shouldn't be.<br><br>With Selective pushing AI-driven automation on the ingestion and claims side, it's worth asking whether the document output layer is keeping pace. The people who know what a renewal notice or cancellation letter should say are the ones who should be able to update it, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Donald
Hi Donald,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Donald, appreciate the connection.
Sent you a few emails about the IT dependency piece I mentioned, figured LinkedIn might be a better spot to land.
At MHC we help insurers move template ownership off the developer queue to the business side. Acuity and Intact have both made that shift, and it tends to free up engineering capacity for the work that actually sits on your roadmap.
Given your role at Selective, the document infrastructure gap in the modernisation work seemed worth flagging.
If any of this lands, feel free to reach out whenever.
Chris
Kimberly Merrick
VP, Product Leader
operations · vp
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 UNLOCK1.PDF
Angle: product leadership & operational efficiency focus
Hooks: Leadership in small business portfolio and underwriting management, Recent focus on end-to-end customer and agent journeys via CX Pilots collaboration, 17+ year tenure at Selective including roles in enterprise efficiency and business rules
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Selective
Hi Kimberly,<br><br>Chris here from MHC Automation.<br><br>Given your role leading product at Selective, I wanted to ask about something that comes up a lot with P&C carriers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>With your member base, that dependency adds up fast. A rate change, a regulatory update, a new endorsement form. Each one becomes a ticket, a queue, a wait. The people who actually know what the document should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kimberly,<br><br>One more thought on the document ops piece I mentioned.<br><br>Guardian Life and 25+ other insurers run their policyholder communications on MHC. The pattern we see consistently: once business users can manage templates directly, the wait for IT disappears. Compliance makes the change the same day it needs to happen.<br><br>That matters especially when a regulatory update has to propagate across declarations pages, renewal notices, and endorsement forms for a policyholder base your size. On most legacy CCM systems, that's a developer project. On MHC NorthStar CCM, the compliance or ops team handles it directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kimberly
Hi Kimberly,<br><br>Sent you a couple of notes about document ops at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to automate complex document operations. · Asset: UNLOCK1.PDF
Kimberly, glad you connected. Sent you a few emails about the IT dependency piece on document changes, so figured LinkedIn might be a better place to continue.
At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Guardian and 25+ other carriers are running on it now.
If any of this lands, feel free to reach out whenever.
Chris
James Semanchik
Operations Manager, Print and Mail Centers
operations · manager
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 UNLOCK1.PDF
Angle: document operations and 3rd party vendor management
Hooks: long-tenured leadership at Selective overseeing Print and Mail Centers, managing third-party relationships for enterprise document services, background as an Executive Mail Center Manager certified by USPS
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Print ops at Selective
Hi James,<br><br>Chris here from MHC Automation.<br><br>Given your role running print and mail operations at Selective, I wanted to ask about something that comes up a lot at P&C carriers your size. When a document template needs to change, whether that's a declarations page, a renewal notice, or claims correspondence, does that still require going through IT and waiting on a developer to make the update?<br><br>At a lot of insurers we talk to, the answer is yes. The business side knows exactly what needs to change, but the system only a developer can touch means the ticket sits in a queue. And when you're managing third-party vendor relationships on top of that, coordinating who owns the change, who approves it, and who sends it to the vendor adds another layer to an already slow process.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the back-and-forth between your ops team, IT, and your print vendors. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity for template maintenance.
Hi James,<br><br>One more thought on the vendor coordination piece I mentioned.<br><br>We recently helped Intact Financial and Acuity Insurance get their policyholder communications off legacy document platforms. The pattern we see is consistent: once business users can manage templates directly, the IT ticket never gets written, and the approval cycle with external print vendors tightens up significantly because there's one clean output going out instead of multiple handoffs.<br><br>That matters especially when a regulatory change hits and declarations pages or cancellation notices need to go out to your full policyholder base fast. On most legacy systems, that's still a developer project. That's what MHC NorthStar CCM does differently: your ops team makes the change directly, with controls in place, and it goes to your print vendor the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy Documaker systems create bottlenecks; evaluate if legacy is blocking the digital roadmap for declarations and claims correspondence.
Subject: One last thing, James
Hi James,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition or vendor coordination processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey James, appreciate the connection.
Sent you a few emails recently about the Documaker dependency piece, specifically the ticket backlog that builds up when template changes have to route through a developer. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate and Acuity have both made that shift with us, and it tends to cut the change cycle down significantly for teams running print and mail operations.
Worth a quick conversation to see if any of this is relevant?
Chris
Kevin Forrey
Senior Vice President, Enterprise Delivery Services
engineering · vp
active
primary
⏳ pending
decision_maker
seq 6
step 2/3
📋 CCM_Buyers_Guide.pdf
Angle: enterprise delivery leadership and selective's digital roadmap
Hooks: your role overseeing Enterprise Delivery Services and IT application development at Selective, Selective's recent board appointment of Julie Parsons to accelerate digital transformation, the retiring leadership in Standard Lines and the push for modernized operational agility
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops and your delivery roadmap
Hi Kevin,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise delivery at Selective, I wanted to ask about something we see come up a lot at P&C carriers your size. Is every policy document or customer-facing template change still sitting in a queue waiting on a developer who knows the underlying system?<br><br>At carriers with large policyholder bases, that bottleneck tends to show up in a specific way. A regulatory update hits, or a product team needs a change to a declarations page or renewal notice, and the request goes into IT. Then it waits. Not because anyone is doing anything wrong, just because the people who can touch the templates are the same people keeping everything else running.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your delivery team from routine document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and the scarcity of specialized developers ($150K+) stalling your delivery roadmap.
Hi Kevin,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees. The way they got there was by getting business users into the template change workflow directly, so the compliance and ops teams handle updates without IT being in the middle of every request.<br><br>When a state files a new disclosure requirement and it needs to hit renewal notices or certificates across your entire book, that kind of change should not take weeks to clear a developer queue. With your member base, the lag compounds fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Technical debt from legacy CCM acts as a modernization gap; don't let template complexity block your broader digital transformation goals.
Subject: One last thing, Kevin
Hi Kevin,<br><br>Sent you a couple of notes about document infrastructure at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the delivery roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize document operations, while T1 leaders like Optum manage 200+ templates with massive efficiency gains. · Asset: CCM_Buyers_Guide.pdf
Hey Kevin, glad to be connected.
Sent you a few notes recently about the specialized developer dependency on Documaker changes and how that kind of queue tends to slow down broader delivery work. At MHC we help insurers get template ownership off IT and onto the business side. Guardian and Allstate have both gone through that shift, and Optum now manages 200+ templates with a fraction of the overhead they had before.
Given your scope at Selective, figured LinkedIn might be a better place to continue the conversation than email.
Happy to reconnect here if the timing ever works.
Chris
John Bresney
EVP, Chief Information Officer
engineering · c_level
active
primary
⏳ pending
influencer
seq 14
step 2/3
📋 ULTIMA1.PDF
Angle: internal_career_trajectory
Hooks: Started as an intern in 1994 and rose to CIO, giving him unique context on Selective’s legacy vs. modern infrastructure., Overseeing the technology strategy for Selective’s transition to the new Short Hills HQ in 2026., Publicly noted focus on 'data, AI, and automation' as transformative pillars for Selective's future.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Selective
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Selective, I wanted to ask about something that comes up often with P&C insurers your size. Is the document layer one of those things that keeps surfacing as a blocker on your modernization roadmap, where every template change for policyholder communications still routes through a developer?<br><br>At companies with your member base, that usually means declarations pages, endorsements, renewal notices, claims correspondence sitting on a platform only a small number of people know how to touch. When you're trying to move fast on AI-driven claims automation and tighter underwriting workflows, that dependency gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi John,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The part that mattered most operationally was that their business team stopped waiting on IT for every template change. Changes that used to take weeks started happening the same day.<br><br>That matters a lot in P&C when a regulatory change hits and declarations pages or cancellation notices have to go out accurately across your policyholder base before a deadline. On most legacy platforms, that's still a developer project. That's what MHC NorthStar CCM does differently: your compliance or ops team makes the change directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, John
Hi John,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey John, glad to be connected.
Sent you a few emails about the Documaker piece, specifically the developer dependency that builds up when every template change needs an IT ticket. At MHC we help insurers move that ownership to the business side so the queue stops being the bottleneck. Guardian and Allstate have both gone through that shift, and Acuity runs on MHC now across their full communications stack.
Nothing urgent here. Happy to reconnect here if the timing ever works.
Chris
Michael Stanat
Project Leader, Enterprise Modernization & AI
operations · director
active
primary
🔗 connected
influencer
seq 13
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise modernization and AI champion role
Hooks: Appointed Enterprise AI Champion at Selective Insurance driving GenAI and agentic AI adoption, Leading cross-functional modernization initiatives across underwriting and risk for a $5B carrier, Previous 14-year background in strategy consulting for global financial institutions like Mastercard and Visa
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your AI roadmap
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise modernization and AI at Selective, I wanted to ask about something that comes up a lot with teams like yours. Does the document layer ever show up as a blocker when you're trying to move faster on the AI and transformation side?<br><br>What I usually hear is this: the modernization roadmap is moving, AI tooling is getting funded, and then document production becomes the thing nobody planned around. Template changes require a developer who knows the legacy system. That creates a queue. The queue slows down everything downstream that depends on those documents going out accurately and on time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help free up your technical team for the higher-priority AI work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where legacy document architecture blocks the broader modernization and AI-driven roadmap you're spearheading.
Hi Michael,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Guardian Life and 25+ other insurers have used MHC to clear out legacy document technical debt and speed up their transformation timelines. The pattern is pretty consistent. Once the business side can handle template changes directly, the IT ticket never gets written, and the technical team gets back to the work that actually moves the roadmap.<br><br>That matters a lot in P&C specifically. When a rate filing goes through or a coverage endorsement changes, declarations pages, renewal notices, and policy correspondence all need to reflect it fast. With your member base, that's not a small coordination lift. On most legacy systems, it's a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on specialized Documaker developer resources for every change, shifting to a business-user-led document model allows your technical team to focus strictly on high-impact AI and modernization projects.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about the document layer at Selective. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point on the modernization side, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: We helped Guardian and over 25 other insurers modernize their legacy document stacks to eliminate technical debt and accelerate transformation speed. · Asset: ULTIMA1.PDF
Hey Michael, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap that can stall modernisation work, specifically the Documaker dependency piece and how it tends to sit right in the critical path of larger transformation initiatives.
At MHC we help insurers move template ownership off developer queues so that layer stops blocking roadmap progress. Guardian and 25 other carriers have gone through that modernisation with us and picked up meaningful speed on the other side.
Worth a quick conversation to see if any of this is relevant?
Chris
Securian Financial
securian.com
· fintech_financial_services
· St. Paul, US
Financial services provider offering life insurance, retirement solutions, and investment products via a mutual model.
To be confident in your financial future, you need to trust the strength and commitment of your financial organization. For more than 140 years, the Securian Financial family of companies has been developing innovative insurance and retirement solutions to meet the evolving needs of individuals, fam…
LinkedIn headcount: 3,033
Corroborated by internal LinkedIn intelligence: Jennifer Fleck is Supervisor of Document Composition Services; Phani Kumar Putta references Oracle Documaker usage at Securian Financial.
LLM classification: Financial Services HIGH
Tier 1 score 89
Rodney
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Documaker ⭐
MEDIUM
HG Insights
Walnut (Embedded Infrastructure)
HG Insights
Strategic Initiatives
- FlexTech embedded protection platform launch, AI-enabled instant decision for supplemental health claims
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: regulatory_pressure
Sub-vertical: Insurance & Retirement
Awareness: stage_2
Scale: mega — customers 23,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits, statements, loan packages, regulatory disclosures (Reg B/KYC/AML), change-in-terms, collections
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- leadership_change: Pete Berlute succeeded Warren Zaccaro as Executive Vice President and Chief Financial Officer (CFO).
- leadership_change: Stephanie Lundquist and D. Bryan Jordan elected to the Board of Directors.
- digital_transformation: Securian Financial launched industry-first AI-enabled instant claims decision and payment capabilities for health insurance.
- leadership_change: Kent Peterson promoted to Senior Vice President for Institutional Retirement Solutions.
Web Research Finding LOW
Securian has a Document Solutions product line for lending/deposit forms. LinkedIn had Jennifer Fleck Supervisor Doc Composition Services. Icypeas profile also showed Documaker keyword match (Phani Kumar Putta - ECM/CCM Consultant Documaker Business Analyst at SECURIAN FINANCIAL).
Action: LIKELY DOCUMAKER
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (8)
paused: 8
0 active · 0 🔗
Angela Olson
Pension Risk Transfer Operations Manager
operations · manager
paused
primary
– none
champion
seq 1
step 0/3
📋 GUC3E41.PDF
Angle: pension risk transfer operational scale
Hooks: Experience managing Pension Risk Transfer (PRT) operations at Securian Financial, Focus on regulatory disclosures and pension policy contracts, Navigating legacy Oracle Documaker dependencies within the PRT business unit
posture: peer CTA: soft type: problem_first
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Subject: PRT ops + document changes, Securian
Hello Angela,<br><br>Rodney here from MHC Automation.<br><br>Given your role running PRT operations at Securian, I wanted to ask about something that comes up a lot at organizations managing pension risk transfer at your volume. When a document needs to change, whether that's an annuity contract, a participant statement, or a regulatory disclosure, does that still require going through a developer to get it done?<br><br>At the scale Securian operates, that wait adds up fast. A regulatory tweak or a plan-specific disclosure update becomes a backlog item instead of a same-day fix. The people who know what the document should say are stuck waiting on someone who knows the system.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a fit for what your team deals with on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hello Angela,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting the business side managing templates directly, without routing every change through IT.<br><br>For a team handling PRT at Securian's scale, that kind of setup matters. Participant notices, annuity contracts, and benefit statements often need plan-specific language that changes based on the underlying arrangement. When those changes require a developer, the queue becomes the problem.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to legacy upgrades; evaluate business-user self-service
Subject: One last thing, Angela
Hello Angela,<br><br>Sent you a couple of notes about document operations at Securian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Angela, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece on template changes. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help financial services teams move template ownership to the business side so changes don't sit in a developer queue. Allied Benefits ran over a million communications through it and eliminated $4 per document in processing costs, which tends to get people's attention pretty fast.
Happy to reconnect here if the timing ever works.
Rodney
Jill Kuykendall
Chief AI Officer and Head of Enterprise Data
operations · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: AI data readiness and legacy document hurdles
Hooks: Participated in the March 2026 Gartner Summit panel 'Beyond the AI Hype' discussing data readiness blueprints., Spearheading Securian's AI strategy following a long tenure as CISO, focusing on moving from pilots to enterprise value., Overseeing enterprise data strategy for complex document types like policy contracts and regulatory disclosures (Reg B/KYC) at mega scale.
posture: peer CTA: soft type: problem_first
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Subject: AI readiness and document infrastructure
Hi Jill,<br><br>Rodney here from MHC Automation.<br><br>I work with insurance and financial services companies on their document infrastructure, and I wanted to reach out given your role leading AI and enterprise data at Securian.<br><br>With the FlexTech launch and the instant claims decisioning work your team is doing, I was curious whether the document layer is showing up as a friction point. Specifically, whether getting structured, AI-ready output out of your customer communications pipeline requires IT involvement every time something needs to change.<br><br>We see this a lot at carriers your size. Business logic gets buried in template systems that only developers can touch. That creates a context gap that slows down the kind of data readiness work you're probably trying to move fast on.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Legacy document systems like Documaker create a 'context gap' that stalls AI scaling by trapping business logic in static templates and requiring expensive IT developer tickets for every change.
Hi Jill,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. When a regulatory change comes through, their compliance team handles the update directly. IT stops being the bottleneck and the change happens the same day.<br><br>For a team scaling AI-enabled decisioning, that matters. If the document layer still requires a developer ticket for every template change, your structured data outputs are only as current as your last IT sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to another developer-heavy upgrade, consider that modern CCM enables business-user self-service, freeing your scarce technical talent to focus on your AI-enabled instant claims decisioning roadmap.
Subject: One resource before I go quiet
Hi Jill,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If legacy document systems become a friction point for your AI roadmap, feel free to reach out.
Proof: Securian fits our T2 Financial Services tier; we help 25+ major insurers and firms like HSBC and Guardian modernize 600+ complex templates while eliminating the 'biggest liability' of legacy document platforms. · Asset: CCM_Buyers_Guide.pdf
Hey Jill, glad to be connected.
Sent you a few emails about the document infrastructure gap that tends to stall AI scaling work, specifically the part where business logic stays locked inside static templates and every change runs through an IT ticket. Figured LinkedIn might be a better place to continue that thought.
At MHC we help financial services firms move template ownership off developer queues and onto the business side. Guardian did this across 600+ complex templates and called legacy document platforms their biggest modernisation liability before making the switch.
If any of this lands, feel free to reach out whenever.
Rodney
Ross Stedman
Operations Executive | Leading Claims & Enterprise Contact Centers
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📋 UNLOCK1.PDF
Angle: strategic claims leadership and customer experience alignment
Hooks: your experience leading claims operations at Securian since 2008, focus on aligning technology to drive customer satisfaction in contact centers, Securian's recent AI-enabled instant claims decisioning launch
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Securian's scale
Hi Ross,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading claims and contact center operations at Securian, I wanted to ask about something that comes up a lot at insurers your size. When a process change or a regulatory update touches a claims-related document, how many IT tickets does that kick off before the document actually changes?<br><br>At your volume, that lag adds up. Policyholder-facing documents sitting in a developer queue while the business side waits is a pattern we see constantly at large insurance carriers, and it tends to get worse as the document footprint grows.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the friction between your operations team and the document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Ross,<br><br>Following up on what I sent about the document change bottleneck.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on MHC NorthStar CCM. When a compliance requirement changes, their team handles it directly instead of routing through IT. The change happens the same day, not at the end of a sprint.<br><br>That matters especially at Securian's scale. With the FlexTech platform and AI-enabled claims decisioning moving faster, the document layer has to keep up. If your claims communications are still tied to a legacy composition system, every product or process update creates a new queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Ross
Hi Ross,<br><br>Sent you a couple of notes about document operations at Securian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Ross, appreciate the connection.
Sent you a few emails about the document change bottleneck on IT queues. At MHC we help financial services and insurance ops teams get template ownership off the developer backlog and onto the business side. Allstate and Guardian have both moved that direction with us, along with 25 or so other insurers who ran into the same wall.
Given your claims and contact center background, I imagine document turnaround touches more of your day-to-day than it probably should.
Worth a quick conversation to see if any of this is relevant?
Rodney
Darrin Hebert
SVP & Chief Information Officer
engineering · c_level
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📋 CUSTOM1.PDF
Angle: strategic technical debt & AI modernization
Hooks: Current accountability for operationalizing transformational investments to grow Securian businesses, Direct oversight of application development and infrastructure strategy, Context of Securian's recent AI-enabled instant claims decisioning launches
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure, Securian
Hi Darrin,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CIO at Securian, I wanted to ask about something that comes up a lot with companies at your scale. With the FlexTech platform launch and the AI-enabled claims work you're doing, is the document layer keeping pace, or is it still dependent on developers every time a template needs to change?<br><br>At organizations processing millions of policyholder and annuity communications, that dependency gets expensive fast. Developers who know the document system are hard to find and harder to keep. When a regulatory change or a new product disclosure needs to go out, it becomes a developer project instead of a compliance or ops project.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Darrin,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. What made the difference for their team was getting document changes out of the developer queue entirely. Their compliance and ops teams handle template updates directly now, with controls built in. The wait disappears.<br><br>For a company running at Securian's volume, that matters. When a product disclosure changes across your annuity or group benefits lines, or a new state filing requirement comes in, that change shouldn't require finding a developer who knows the template system. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One resource before I stop
Hi Darrin,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction point as you modernize the stack, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CUSTOM1.PDF
Darrin, good to be connected.
I sent a few emails about getting document changes off the developer queue, and figured I'd reach out here since email threads have a way of disappearing. At MHC we help financial services firms move template ownership to the business side so IT isn't the bottleneck on every customer communication update. HSBC moved 100-200 templates that way during their SWIFT migration without adding headcount on the technical side.
Given where senior developer costs sit right now, it tends to be a conversation worth having.
If any of this lands, feel free to reach out whenever.
Rodney
Whitney Millis
Director, Operations
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📋 GUC3E41.PDF
Angle: operations accountability for Individual Life and Annuity new business
Hooks: Current accountability for Individual Life and Annuity New Business and Inforce operations at Securian, FLMI and ACS certifications indicating deep life insurance industry expertise, Long tenure at Securian Financial (over 12 years) across various leadership roles in New Business
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Securian
Hi Whitney,<br><br>Rodney here from MHC Automation.<br><br>Given your role in operations for Individual Life and Annuity new business at Securian, I wanted to ask about something that comes up constantly at organizations your size. When a policy document or disclosure needs to be updated, does that still go through IT and wait on a developer to make the change?<br><br>At companies managing new business at your volume, that dependency tends to create a real drag. A compliance update comes in, someone files a ticket, and the document sits in a queue while business moves on. The people who know what the document should say have no path to fix it directly.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your operations team move faster on document changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hi Whitney,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: Natera reduced their document turnaround from 2.5 weeks to 2 days after moving to MHC. Different industry, same underlying problem. Their team was dependent on developers for every output change, and it was slowing down work that the business side should have been able to handle directly.<br><br>For a team managing Individual Life and Annuity new business at Securian's scale, that kind of delay compounds fast. A regulatory notice update, a new product disclosure tied to something like the FlexTech platform, a state-specific form variation. Each one becomes a project when it should be a same-day change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Whitney
Hi Whitney,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana and Natera reduced document turnaround from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Hey Whitney, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. At MHC we help financial services companies move that ownership to the business side so ops teams aren't waiting on a ticket to close.
Optum handled 200+ templates across BCBS and Humana through that model, and Natera brought document turnaround from two and a half weeks down to two days.
If any of this lands, feel free to reach out whenever.
Rodney
Eli Vogen
Second Vice President, Strategy and Customer Experience, Employee Benefit Solutions
operations · vp
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📋 CSFIN1.PDF
Angle: Alignment of Strategy/CX with Securian's recent AI-driven claims decisioning and Employee Benefit Solutions expansion.
Hooks: Recent election of Stephanie Lundquist to the Board, Your 23-year tenure scaling Strategy and CX for Employee Benefit Solutions, The shift toward AI-enabled instant claims decisions increasing the demand for real-time document delivery
posture: peer CTA: soft type: problem_first
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Subject: Document changes keeping up with FlexTech?
Hi Eli,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading Strategy and CX for Employee Benefit Solutions at Securian, I wanted to ask about something that comes up a lot at organizations your size. When your team is pushing something like AI-driven claims decisioning or expanding embedded protection products, does the document layer keep up? Or does every client-facing template change still require an IT ticket and a wait?<br><br>At mega-scale, that gap tends to show up fast. A new product launches, a workflow changes, and the communications that touch millions of policyholders are still on a developer's backlog. It ends up being a CX problem that looks like an ops problem.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help close the gap between your modernization roadmap and the documents that actually reach your members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT ticket wait times for Oracle Documaker template changes are stalling CX initiatives and modernization roadmaps.
Hi Eli,<br><br>Following up on what I sent about the document layer keeping pace with your CX roadmap.<br><br>One example that's relevant here: HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. They moved template ownership to the business side and got IT out of the day-to-day change path without losing the controls they needed.<br><br>The reason that matters for a team in your position is timing. When Securian rolls out a new benefit under the embedded protection platform, or when a claims decision workflow changes, the communications that confirm that experience to a member have to follow immediately. At your volume, that's not a small thing. If the template lives in a legacy environment only a developer can touch, the CX initiative is only as fast as the ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Developer scarcity for legacy Documaker environments ($150K+ talent) is a strategic risk; business-user self-service is the necessary pivot.
Subject: One last thing, Eli
Hi Eli,<br><br>Sent you a couple of notes about document infrastructure at Securian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point as the Employee Benefit Solutions portfolio grows, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT communications while reducing IT dependency. · Asset: CSFIN1.PDF
Eli, glad you connected. I sent a few emails about the Documaker template change bottleneck and how that kind of IT queue wait tends to stall the CX side of modernisation work. At MHC we help financial services teams move template ownership to the business so changes don't sit in an IT ticket for weeks. HSBC ran 100-200 complex templates and SWIFT communications through that model and cut the IT dependency significantly. If any of this lands, feel free to reach out whenever.
Rodney
Mike Brewer
Chief Information Security Officer (CISO)
engineering · vp
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Angle: Architecture leadership transition to CISO role and Securian's recent AI-enabled claims modernization.
Hooks: Promotion from Architecture & Technology Director to CISO, Securian's launch of industry-first AI-enabled instant claims decisioning in Feb 2026, Managing complex IT initiatives for variable product bundles and architecture review boards
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Securian
Hi Mike,<br><br>Rodney here from MHC Automation.<br><br>Given your move into the CISO role at Securian, I wanted to ask about something that comes up a lot at financial services organizations your size. With the FlexTech platform launch and the AI-enabled claims work you're driving, I was curious whether the document layer is keeping pace or becoming a drag on the broader roadmap.<br><br>At mega-scale, the pattern we see is this: policy documents, account statements, regulatory disclosures all pulling from different core systems, and every template change still requiring a developer who knows a proprietary system. That's a lot of senior engineering time going toward maintenance instead of the modernization work that actually moves the needle.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without slowing down what your team is building. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Mike,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now. IT stopped being the bottleneck for every update.<br><br>That matters a lot when a regulatory disclosure change has to propagate across millions of client-facing documents fast. On the old path, that's a developer project. On MHC NorthStar CCM, the business side makes the change the same day, with controls in place.<br><br>For a team that's already moving fast on AI-enabled claims and embedded infrastructure, having the document layer match that speed seems worth looking at.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to architecture lock-in and high-cost developer dependencies for Documaker maintenance.
Subject: One last thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about the document infrastructure piece at Securian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates while reducing IT dependency. · Asset: CSFIN1.PDF
Hey Mike, glad to have you in the network.
Sent you a few emails recently about the developer scarcity piece and the document layer slowing down modernisation work. At MHC we help financial services firms get template ownership off the developer queue and onto the business side. HSBC moved through 100-200 complex SWIFT templates and came out with significantly less IT dependency on the document side.
Not sure if that maps to anything on your end at Securian, but figured a different channel might be worth a shot. If any of this lands, feel free to reach out whenever.
Rodney
José Blanco
Head of Enterprise Architecture - 2nd Vice President of IT
engineering · vp
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📋 CSFIN1.PDF
Angle: enterprise architecture transformation and reliability focus
Hooks: your recent work evolving the Enterprise Architecture function into a strategic enabler for Securian's Individual and Institutional Retirement lines, the hiring for a Business Architect to translate vision into capability-driven roadmaps at the intersection of strategy and industry transformation, your experience building the enterprise's first formal Reliability Engineering practice to modernize the tech ecosystem
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Securian
Hi José,<br><br>Rodney here from MHC Automation.<br><br>Given your role in enterprise architecture at Securian, I wanted to ask about something that comes up a lot at carriers and financial services firms your size. Is the document production layer keeping up with the rest of your modernization efforts, or is it one of those things that keeps surfacing as a blocker?<br><br>At organizations running legacy document platforms, the pattern we see is that every template change becomes a developer project. Someone on your team who probably costs $150K+ a year is writing specs for a disclosure update or a policyholder notice instead of working on higher-priority infrastructure work. With Securian's scale, that adds up fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your architecture team from the document maintenance cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi José,<br><br>One more thought on the developer scarcity piece I mentioned.<br><br>ING Bank in Poland manages around 600 document templates on MHC NorthStar CCM for accessibility and regulatory compliance. Before that, every template change ran through a developer. After, their compliance and ops teams handle updates directly, with controls in place. The ticket never gets written.<br><br>For a firm like Securian, especially with the FlexTech embedded platform and AI-driven claims decisions you're rolling out, the document layer becomes a bottleneck fast if it's still developer-dependent. Policy documents, regulatory disclosures, confirmation notices across annuities and supplemental health products, those have to move at the same speed as the rest of the platform.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, José
Hi José,<br><br>Sent you a couple of notes about document infrastructure at Securian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction on your architecture roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Appreciate the connection, José.
Sent you a few emails recently about the document layer sitting inside your IT queue, specifically the developer scarcity side of it. At MHC we help financial services firms move template ownership off the developer backlog and over to the business side. ING Poland made that shift across roughly 600 templates and pulled a meaningful chunk of change requests out of the engineering pipeline entirely.
Given what you're carrying at Securian on the architecture side, that piece might land differently than it did in the inbox.
Worth a quick conversation to see if any of this is relevant?
Rodney
Transamerica
transamerica.com
· insurance
· Baltimore, US
Financial services holding company providing insurance, retirement, and investment solutions to individuals and businesses.
Historical evidence confirms Documerge to Documaker conversion; current architectural references confirm ongoing utilization of Documaker Studio applications alongside modern cloud POCs.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Transformation of life insurance business through claim modernization and AI integration
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life
Awareness: stage_2
Scale: mega — Total policies in force 14.6 million
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM
Live Signals (leadership, M&A, events)
- leadership_change: Andrew Yorks appointed Chief Investment Officer
- reporting to CEO Will Fuller.
- leadership_change: Jason Frain joined as Head of Retirement Solutions to lead product strategy and development.
- digital_transformation: Collaboration with Swiss Re to modernize the life insurance claims experience using PromiseXP platform.
Contacts (26)
active: 10 completed: 7 queued: 9
10 active · 2 🔗
Courtney McIlvaine
Director, Experience Analytics
operations · director
active
primary
– none
influencer
seq 23
step 1/3
📋 ULTIMA1.PDF
Angle: Alignment with Transamerica's current push for modernized claims experiences via Swiss Re and her specific oversight of experience studies and analytics.
Hooks: Ongoing digital transformation collaboration with Swiss Re to modernize life insurance claims., Background in Actuarial Experience Studies (FSA, CERA) applied to Life & A&R analytics., Managing document-heavy policy lifecycles from welcome kits to surrender letters within a mega-scale environment.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Transamerica
Hi Courtney,<br><br>Chris here from MHC Automation.<br><br>Given your role in experience analytics at Transamerica, I wanted to ask about something that comes up a lot at carriers your size. When your team identifies a friction point in the claims or policyholder experience, how long does it actually take to get a document change live? Policy contracts, beneficiary notices, that kind of thing.<br><br>At companies running older document platforms, the answer is usually weeks. Not because the fix is complicated, but because every template change has to go through a developer queue. Your analytics team can see exactly what needs to change. Getting it changed is a different project entirely.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team close the gap between what the data says and what actually reaches policyholders. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity making it difficult to iterate on policy contracts and beneficiary notices without massive IT ticket queues.
Hi Courtney,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: we work with 25+ major insurers, including Guardian Life and Allstate, who moved off legacy document platforms specifically because the analytics and ops teams could see what needed to change but couldn't get developer time to act on it. The pattern is pretty consistent. The insurer moves to MHC NorthStar CCM, the compliance or communications team starts managing templates directly, and the ticket queue for document changes stops being a variable in the experience roadmap.<br><br>I noticed Transamerica is investing heavily in modernizing the claims experience right now. At your volume, with millions of policyholders, even a one-week lag between identifying a document issue and fixing it adds up fast. Beneficiary notices, policy contracts, claims correspondence, those touch people at moments that matter.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Experience analytics shouldn't be bottlenecked by legacy Documaker code; modernizing document composition allows business users to own the CX without waiting for developer bandwidth.
Subject: One last thing, Courtney
Hi Courtney,<br><br>Sent you a couple of notes about the document layer at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup ever becomes a real friction point for the work your team is doing on claims and experience modernization, feel free to reach out.
Proof: MHC helps 25+ major insurers, including Tier 1 names like Guardian and Allstate, move beyond legacy constraints to an Aspire-ranked #1 mid-market solution. · Asset: ULTIMA1.PDF
Courtney, good to have you connected here.
Sent you a few emails about the document infrastructure gap in the modernisation work at Transamerica, specifically the Oracle Documaker side and getting policy contract iterations off the IT queue. At MHC we help insurers move template ownership to the business side so changes don't sit waiting on developer availability. Guardian and Allstate have both made that shift, which is part of why MHC ranks as the top mid-market CCM solution.
Happy to reconnect here if the timing ever works.
Chris
Tim Ackerman
Head of Distribution
operations · vp
active
primary
🔗 connected
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: distribution_efficiency_and_modernization
Hooks: Experience leading distribution strategy at Transamerica Asset Management, Connection to recent modernization initiatives like the Pearl AI-infused digital experience platform, Potential impact of document speed on policy contracts and welcome kits for distribution channels
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks + distribution, Tim
Hi Tim,<br><br>Chris here from MHC Automation.<br><br>Given your role leading distribution at Transamerica, I wanted to ask about something we see come up a lot at carriers your size. When a product changes or a compliance update hits, does updating the policy documents and getting them out to your distribution network still require going through a developer to make the change?<br><br>At carriers with millions of policyholders, that dependency creates a real lag. A rate change, a disclosure update, a new product launch — and the document side is waiting on IT while the distribution side is waiting on the document side. That kind of friction tends to show up at exactly the wrong moment.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that lag between a document change and when it actually reaches your distribution network. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tim,<br><br>One more thought on the distribution bottleneck piece I mentioned.<br><br>I'll be honest with you — I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern across the 60+ carriers we work with, including Guardian Life and Allstate. The insurer moves to MHC NorthStar CCM, the compliance or product team starts managing templates directly, and IT stops being the bottleneck on every document change.<br><br>For a carrier at Transamerica's scale, that matters a lot. Declarations pages, policy kits, endorsements, renewal notices — when any of those need to change, the current path on most legacy document platforms is an IT ticket, a developer who knows the system, and a wait. With millions of policyholders and a distribution network depending on accurate, current documents, that wait has a real cost.<br><br>What we do differently is remove the developer from the day-to-day change path without removing the controls. Your product or compliance team makes the change, within approval workflows IT sets, and it goes out.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Tim
Hi Tim,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction point as the modernization work continues, feel free to reach out.
Proof: Transamerica fits the profile of our work with 25+ insurers including Allstate and Guardian, ensuring complex policy documents don't bottleneck distribution. · Asset: UNLOCK1.PDF
Hey Tim, appreciate the connect.
Sent you a few emails recently around the IT dependency piece on template changes. At MHC we help insurers move that work off the developer queue so the business side can own it directly. We've done that with Allstate and Guardian, where policy document changes were stacking up and slowing distribution.
Given your role at Transamerica, figured there might be some overlap with what I described.
If any of this lands, feel free to reach out whenever.
Chris
Barbara Hancock
Head of Marketing Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic marketing modernization
Hooks: Leveraging the launch of Pearl AI digital platform to streamline document delivery, Mention of Tom Wald's recent market outlooks published under her department, Modernizing the claims experience in collaboration with Swiss Re
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: self-service_alternative
Subject: —
—
Proof: Guardian and Allstate streamline high-volume insurance communications · Asset: UNLOCK1.PDF
—
Deb Waters
Chief Technology Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_transformation_alignment
Hooks: your recent update on leveraging AI to simplify customer processes and experiences at Aegon/Transamerica, your leadership in the 'building back' of Transamerica's prominence via infrastructure modernization, your background leading complex Private Bank Ops and Tech at Citi
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: MHC helps top insurers like Guardian and Allstate eliminate the 'IT tax' on policy contracts and beneficiary notices by enabling business users to manage their own templates. · Asset: ULTIMA1.PDF
—
Mamadou Sow
Senior Vice President, Chief Digital Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: strategic digital modernization in life insurance claims
Hooks: Experience steering Transamerica’s digital agenda since 2018, Recent focus on Swiss Re collaboration for claims experience modernization, Managing document-heavy outputs like policy changes and beneficiary notices in a mega-scale environment
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker's developer scarcity causing roadmaps to stall while $150K+ specialists become harder to find.
—
Reframe: Avoid the compliance risks of document debt; modernize CCM to empower business users and eliminate the IT ticket bottleneck.
Subject: —
—
Proof: MHC helps T1 insurers like Guardian and Allstate consolidate legacy composition into agile, self-service workflows. · Asset: CCM_Buyers_Guide.pdf
—
Tracy Long
Sr. Director, Transformation Office
operations · director
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: document-heavy digital transformation initiatives
Hooks: your focus on overseeing Communications for In-Force Clients and Strategic Initiatives within the Operations division, Transamerica's collaboration with Swiss Re to modernize the life insurance claims experience, your 20+ years of institutional knowledge within Transamerica's Workplace Solutions and Client Transition Services
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: DT=compliance/508.
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). Asset: GUC3E41.PDF. · Asset: GUC3E41.PDF
—
Adnan Anwar
Senior Director, Infrastructure and Digital Transformation
engineering · director
active
primary
🔗 connected
champion
seq 16
step 2/3
📋 UNLOCK1.PDF
Angle: mainframe modernization + print tech leadership
Hooks: Your leadership in Transamerica’s legacy mainframe modernization and data center migrations., Specific expertise in 'Print Tech' and enterprise file transfer highlighted on your profile., Leading the AI-powered 'Pearl' virtual assistant rollout to accelerate retirement plan operations.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your modernization roadmap
Hi Adnan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading infrastructure and digital transformation at Transamerica, I wanted to ask about something we see come up a lot at carriers your size. With the claim modernization and AI work you're driving, is the document production layer keeping up, or is it still a developer-dependent bottleneck every time something needs to change?<br><br>At companies running legacy composition platforms, every template update, regulatory notice, or disclosure change tends to require a developer who knows the system. When you're moving fast on modernization, that dependency slows things down in ways that are hard to explain to the business side.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Adnan,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped consolidate document operations across a large insurer where every policy notice, endorsement, and renewal had to go through a developer to update. The team running compliance and communications had no direct path to make changes. Once they moved to MHC NorthStar CCM, the compliance team started handling template changes directly, and the IT queue for document updates stopped growing.<br><br>At Transamerica's volume, with millions of policyholders across life, retirement, and investment products, that kind of backlog compounds fast. A regulatory change to a disclosure or notice hits differently when your team is waiting on a developer to touch a system only a handful of people know.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Adnan
Hi Adnan,<br><br>Sent you a couple of notes about the document platform piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your transformation roadmap, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers total) · Asset: UNLOCK1.PDF
Adnan, appreciate you connecting. I sent a few emails recently about the IT dependency piece I mentioned, getting document changes off the developer queue, so figured I'd say hello here too.
At MHC we help insurers move template ownership to the business side without the IT ticket backlog. We work with Guardian, Allstate, and about 25 other carriers who were running into the same constraint.
If any of this lands, feel free to reach out whenever.
Chris
Srinivas Upadhyaya
Global Head of Technology - Architecture, Engineering & AI Services
engineering · vp
active
primary
– none
decision_maker
seq 20
step 1/3
📋 GUC3E41.PDF
Angle: mainframe_decommissioning_success
Hooks: Mention his AWS re:Invent 2024 session on decommissioning Transamerica's mainframe in under 14 months using AWS Blu Age., Reference his leadership in migrating 450+ apps/services and 2.5M lines of COBOL code for the retirement business., Connect his focus on 'Architecture solutioning' and 'capability roadmaps' to the friction of legacy Documaker templates.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and the AI roadmap
Hi Srinivas,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing architecture and engineering at Transamerica, I wanted to ask about something that comes up a lot with organizations your size going through modernization work. Is the document production layer keeping pace with the rest of your transformation efforts, or is it still dependent on developers to make template changes?<br><br>At your volume, that dependency adds up fast. Policy communications, claim correspondence, renewal notices, all of it sitting behind a developer queue while the rest of the stack moves forward. That friction tends to show up as a blocker right when the AI and automation investments are supposed to start paying off.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Srinivas,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be straight with you: I don't have an insurance case study with a specific metric I can drop here. What I can tell you is the pattern we see consistently. The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a team in the middle of claim modernization and AI integration, that matters. If the document layer still requires a developer every time a disclosure changes or a claims correspondence template needs updating, it slows down everything downstream. Changes happen the same day instead of sitting in a queue.<br><br>With millions of policyholders, that kind of operational drag is worth looking at alongside the larger transformation work, not after it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Srinivas
Hi Srinivas,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Srinivas, appreciated you accepting the connection. I sent a few emails about the IT dependency piece I mentioned, specifically getting document template changes off the developer queue so your architecture team isn't the bottleneck for every business-side update.
At MHC we help insurers move that ownership to the business side. Optum did this across 200+ templates, and it changed how their teams operated day-to-day without touching the underlying architecture.
Given what you're likely managing across engineering and AI services at Transamerica, if any of this lands, feel free to reach out whenever.
Chris
Nicola Patterson
Senior Director, Call Center & Claims
operations · director
active
primary
⏳ pending
champion
seq 3
step 2/3
📋 UNLOCK1.PDF
Angle: strategic_claims_modernization
Hooks: Current role as Senior Director of Call Center & Claims since August 2023., Background in Claims and Customer Experience (VP at Transamerica Employee Benefits)., Transamerica's recent Swiss Re collaboration to modernize the life insurance digital experience.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes + claims modernization
Hi Nicola,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Transamerica, I wanted to ask about something that comes up a lot with insurers going through modernization work. When a claims notice or policyholder letter needs to be updated, does that still require going through a developer to get it done?<br><br>At the scale Transamerica operates, that dependency creates real friction. A regulatory change, a new claims workflow, a brand update — and the document side becomes the bottleneck because only one person knows how to touch the templates. With millions of policyholders, that wait has consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what your team is working through on the claims side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nicola,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Honestly, I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see across the 60+ insurers we work with: the team moves to MHC NorthStar CCM, the compliance or ops side starts managing templates directly, and the wait for a developer to make a change disappears.<br><br>For a claims operation your size, that matters. When a state changes its required language on a denial notice or a claims acknowledgment, someone has to find the right template and update it fast. On most legacy document platforms, that's a ticket, a queue, and a developer who may or may not be available.<br><br>The claims modernization work you're doing at Transamerica probably has a document layer attached to it. That layer doesn't have to be a drag on the timeline.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Nicola
Hi Nicola,<br><br>Sent you a couple of notes about the document side of claims operations at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off, no problem. Happy to reconnect whenever it makes sense.
Proof: Transamerica (T2) operates with mega-scale document needs; MHC empowers 25+ insurers and is ranked #1 in mid-market by Aspire. · Asset: UNLOCK1.PDF
Nicola, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and back to the teams who actually own the communications. At MHC we help insurers do exactly that, so business users aren't waiting on a ticket every time something needs updating.
We work with 25 or so carriers across the mid-market and Aspire ranked us number one in that space, so the scale challenges that come with claims and call center volume aren't new to us.
Worth a quick conversation to see if any of this is relevant?
Chris
Glen Cole
Business Transformation Manager
operations · manager
queued
primary
– none
champion
seq 25
step 0/3
📋 UNLOCK1.PDF
Angle: strategic oversight of inforce customer communications and vendor management
Hooks: Experience leading strategic objectives for customer engagement communications for the inforce block., Previous role as Lead Vendor Liaison overseeing operational engagement services in Plano., Focus on developing business cases for outcomes/benefits in customer communications transformation.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Transamerica
Hi Glen,<br><br>Chris here from MHC Automation.<br><br>Given your role in business transformation at Transamerica, I wanted to ask about something that comes up a lot at large life insurers. When a regulatory change hits or a claims communication needs updating, does your team have to route that through IT and wait on a developer to touch the template?<br><br>At your volume, with millions of policyholders, that wait can create real exposure. Policy notices, claims correspondence, renewal documents — if the people who know what those need to say can't update them directly, every change becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on your inforce communications side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Glen,<br><br>Following up on what I sent about IT dependency on document changes.<br><br>One thing I should have included: the pattern we see at insurers your size is that the bottleneck isn't headcount, it's access. The compliance team knows exactly what a claims letter needs to say. The ops team knows when a notice has to go out. But the template lives in a system only a developer can open.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. The common thread: after moving over, their business teams start managing templates directly. The ticket never gets written because IT stops being the path for routine document changes.<br><br>Given that Transamerica is actively modernizing its claims operations and integrating AI into the life insurance side, it seems like the document layer is worth looking at too. If compliance and ops can make changes the same day without a developer in the loop, that's one less thing slowing down the transformation work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: Don't just maintain Documaker; evaluate compliance/508 automation and self-service to reduce IT dependency.
Subject: One last thing, Glen
Hi Glen,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.<br><br>Chris
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Glen, glad to have you in the network.
Sent you a few emails about the IT ticket bottleneck on template changes and how that ties into broader modernisation work. At MHC we help insurers move template ownership to the business side so those changes stop queuing behind developer requests. Allstate and Intact have both worked through that shift with us, along with 25 other carriers.
Given your transformation remit at Transamerica, there may be some overlap worth talking through. Worth a quick conversation to see if any of this is relevant?
Chris
Manasa Shetty
Head of Employee Benefits Technology
engineering · director
queued
primary
– none
influencer
seq 32
step 0/3
📋 ULTIMA1.PDF
Angle: strategic tech leadership in employee benefits modernization
Hooks: Current focus on developing a digital-first culture and cloud/AI capabilities for Transamerica's Employee Benefits division., Prior experience as Director of Software Engineering at Transamerica, providing deep context on their internal dev scarcity., Alignment with recent Aegon US relocation and the push for AI-powered retirement plan consolidation support.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Transamerica
Hi Manasa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading employee benefits technology at Transamerica, I wanted to ask about something that comes up constantly at insurers your size. When a document needs to change, does that still require going through a developer who knows the system, or has your team found a way to hand that off to the business side?<br><br>At mega-scale insurers, that dependency creates real drag. A regulatory update to a benefits notice or a group policy document has to queue up behind every other IT request. With millions of policyholders, even a small delay in getting the right language out carries real risk.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the developer queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Manasa,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at insurers their size: once the compliance or benefits ops team can make template changes directly, the wait disappears. Changes that used to take weeks happen the same day.<br><br>That matters especially when a regulatory update hits group benefits documents and has to go out accurately across millions of members. On most legacy systems, that is a developer project. It does not have to be.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Manasa
Hi Manasa,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate use MHC to manage high-volume insurance communications without IT bottlenecks. · Asset: ULTIMA1.PDF
Manasa, appreciated the connection. I sent a few emails recently about the IT dependency piece I mentioned around template ownership at Transamerica, so figured LinkedIn was worth a shot since that clearly went to the void.
At MHC we help insurers move document changes off developer queues and into the hands of business users. Guardian and Allstate both use it to manage high-volume communications without the IT bottleneck.
Worth a quick conversation to see if any of this is relevant?
Chris
Lori Pope
Chief Transformation Officer
operations · c_level
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Angle: strategic_modernization
Hooks: your focus on Transamerica's collaboration with Swiss Re to digitize the life insurance journey, your leadership in the 'strategic refresh' and rebrand focused on increasing accessibility, your deep expertise with the CPCU designation and WFG's third-party strategy
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the modernization roadmap
Hi Lori,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Transamerica, I wanted to ask about something that comes up often in insurance modernization work. When you're overhauling claims processing and integrating AI into the life insurance business, does the document production layer keep pace, or does it become one of the bottlenecks that slows everything else down?<br><br>At your volume, that friction shows up fast. Policy correspondence, claims correspondence, beneficiary notices, all of it has to move with the modernized workflow. When the templates live in a legacy system that only developers can touch, every downstream process waits on that queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help take the document layer off your critical path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Lori,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern is consistent. The insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>With millions of policyholders and a claims modernization effort underway, the last thing you want is a document platform that turns every template update into a developer project. When a regulatory change hits or a new product requires updated correspondence, the wait disappears because the people handling compliance and communications own the change directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing on document infrastructure
Hi Lori,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your modernization work, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Lori, appreciate you connecting. I sent a few emails recently about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try since the inbox can get noisy.
At MHC we help insurers move template ownership off IT and onto the business side. Guardian, Allstate, and about 25 other carriers have gone through that shift with us, mostly as part of broader transformation programmes.
Happy to reconnect here if the timing ever works.
Chris
Satish Firake
Senior Engineering Leader, Digital Services - Life Insurance
engineering · director
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Angle: developer scarcity vs. modernization goals
Hooks: Current role leading Digital Services for Life Insurance, Technical background with Oracle systems and data governance, Alignment with Transamerica’s 'Pearl' digital experience platform initiative
posture: peer CTA: soft type: problem_first
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Subject: Document changes and your modernization push
Hi Satish,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital services engineering for Transamerica's life insurance business, I wanted to ask about something that comes up a lot in modernization initiatives at carriers your size. Is the document layer one of those areas where every template change still requires a developer who knows the underlying system?<br><br>At mega-scale, that bottleneck gets expensive fast. The developers who know your legacy composition environment are hard to backfill, and they're getting pulled in two directions: keeping the document infrastructure running and contributing to the bigger transformation work you're trying to move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team for the higher-priority modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Satish,<br><br>One more thought on the developer scarcity piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees. The bigger win was that the business team started managing template changes directly, so the wait disappeared.<br><br>That matters a lot when you're running millions of policyholder communications and a regulatory change or claims process update has to move fast. Declarations pages, policy notices, claims correspondence — on most legacy systems, that's a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change
Subject: One last thing, Satish
Hi Satish,<br><br>Sent you a couple of notes about the document infrastructure piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in that work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to streamline document operations. · Asset: ULTIMA1.PDF
Satish, appreciated you connecting. I sent a few emails recently about getting document template changes off the developer queue, given how stretched engineering teams are running at most carriers right now.
At MHC we help insurers move that work to the business side so your engineers aren't bottlenecked on formatting changes. Guardian and Allstate both made that shift, and they're two of 25+ carriers we work with now.
Happy to reconnect here if the timing ever works.
Chris
Krishna Subramanian
Senior Leadership - Actuarial Technology & Finance AI
engineering · director
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Angle: strategic_modernization
Hooks: Current focus on Actuarial Technology and Finance AI modernization at Transamerica, Previous leadership role as IT Architect for Investments and Retirement at the firm, Extensive background in enterprise architecture and legacy system transformation since 2007
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Transamerica
Hi Krishna,<br><br>Chris here from MHC Automation.<br><br>Given your role in actuarial technology and the AI work happening at Transamerica, I wanted to ask about something we see come up a lot at carriers your size. Does updating policyholder documents like policy contracts, premium notices, or claims correspondence still require going through a developer every time a change is needed?<br><br>At mega-scale insurers, that dependency tends to become a real friction point. A regulatory update hits, or a product change rolls out, and the document layer becomes the slowest part of the whole cycle. With millions of policyholders, even a small delay in getting updated communications out creates risk.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side of your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Krishna,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see consistently. An insurer moves to MHC NorthStar CCM, the compliance or operations team starts managing templates directly, and the wait for developer time stops being part of the process. The ticket never gets written.<br><br>For a carrier in the middle of claim modernization and AI integration, that matters more than usual. If your document layer still runs on a release cycle that requires IT involvement for every change, it's going to slow down everything downstream. Policy contracts, premium notices, claims correspondence at your volume need to move as fast as the systems feeding them.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity are all running their policyholder communications this way now. The common thread is that the people who understand what a document needs to say are the ones updating it, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One last thing, Krishna
Hi Krishna,<br><br>Sent you a couple of notes about the document layer at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the CCM side of things becomes a friction point in your AI buildout, feel free to reach out.
Proof: Transamerica relies on complex document lifecycles for policy contracts and premium notices; similar large insurers like Guardian and Allstate have leveraged MHC to reduce IT dependency by enabling business users to manage templates directly. · Asset: CUSTOM1.PDF
Good to be connected, Krishna.
I sent a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can own them directly. At MHC we help insurers do exactly that, without the IT routing. Guardian and Allstate have both moved in that direction, cutting the back-and-forth on document updates significantly.
Given the actuarial and finance tech scope you're working across at Transamerica, some of that may or may not be relevant to where you're focused.
Worth a quick conversation to see if any of this is relevant?
Chris
Simran Kaur
AVP - Client Engagement
operations · vp
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Angle: strategic execution for legacy modernization
Hooks: Your focus on strategy and execution within Financial Services at Transamerica, The 8-year tenure driving multimillion-dollar program delivery, Transamerica’s shift in corporate headquarters to the US in 2025
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
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Reframe: compliance/508 risk hidden in legacy manuscript endorsements
Subject: —
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Proof: Guardian and Allstate used our T2 proof to automate high-volume insurance communications and eliminate legacy dependencies. · Asset: UNLOCK1.PDF
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Aaron Fredrickson
Sr. Director, Workplace Digital Products & Services
operations · manager
completed
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Angle: Alignment with Transamerica’s shift toward AI-powered retirement consolidation and digital modernization of workplace products.
Hooks: Ongoing 19-year tenure at Transamerica and deep background in retirement planning solutions., Recent launch of AI-powered support for retirement plan consolidation., Transamerica’s 2025 relocation and rebranding shift by parent Aegon.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Oracle Documaker creates a 'developer scarcity' bottleneck where every update to manuscript endorsements or broker comms requires high-cost IT intervention.
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Reframe: Instead of waiting for IT tickets, modernize by decoupling doc composition from the legacy core to give business users direct control over template changes.
Subject: —
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Proof: Optum transitioned over 200 complex templates, reducing composition timelines for critical member communications from weeks to days. · Asset: GUC3E41.PDF
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Harry Hendon
Global IT and Business Operations Director
operations · director
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Angle: strategic bridge between tech and operations
Hooks: your experience bridging the business-tech gap at Transamerica and previously at OppenheimerFunds, Transamerica's collaboration with Swiss Re to modernize life insurance digitizaton, Jason Frain joining as Head of Retirement Solutions to lead product strategy
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Oracle Documaker template changes currently require a shrinking pool of $150K+ developers, creating a constant bottleneck for your business operations units.
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Reframe: Rather than letting legacy Documaker architecture block your digital transformation roadmap with Swiss Re, evaluate alternatives that decouple template design from IT ticket cycles.
Subject: —
—
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, and enabled Allied Benefits to eliminate $4/document in operational friction. · Asset: GUC3E41.PDF
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Darrel Adams
Head of Technology Business Services
operations · vp
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Angle: AI-driven operational efficiency & talent acquisition
Hooks: Current focus on GenAI and AI-assisted development tools to build modern platforms at WFG/Transamerica., Extensive 17-year background at Fidelity leading Digitization of Service and platform strategy., Recent hiring push for specialized roles like Lead IT Service Management & Compliance to mature technical delivery.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Transamerica
Hi Darrel,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology business services at Transamerica, I wanted to ask about something we see come up a lot at carriers your size. Does updating policyholder-facing documents still require going through a developer who knows the system, or has your team found a way around that?<br><br>At mega carriers running legacy composition platforms, the pattern is usually the same. A compliance change comes in, or a product update needs to reflect in a renewal notice or claims letter, and it becomes an IT project. The developer queue fills up fast when you're managing documents at the volume Transamerica operates.<br><br>I noticed Transamerica is investing heavily in claim modernization and AI-driven efficiency right now. That kind of transformation tends to surface the document layer as a friction point, especially when the tooling for template changes hasn't kept up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Darrel,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern we see consistently: the insurer moves to MHC, the compliance team starts managing templates directly, and the wait for IT to touch a document disappears.<br><br>That matters especially at Transamerica's scale. With millions of policyholders across life, retirement, and investment products, a single regulatory change can mean hundreds of template variants that all need to move fast. On most legacy composition platforms, that's a developer project every single time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to sleep at night.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker
Subject: One last thing, Darrel
Hi Darrel,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the modernization work scales, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to eliminate IT bottlenecks; notably, 25+ insurers ranked MHC as a top mid-market choice. · Asset: ULTIMA1.PDF
Darrel, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece on document changes. At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Guardian and Allstate both made that shift with us, and it's become one of the more common moves mid-market carriers are making right now.
Given your role spanning technology and business services at Transamerica, figured this channel might be a better place to actually have the conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Steve Callicott
Assistant Vice President, Document Management
operations · vp
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Angle: strategic oversight of Transamerica's document management lifecycle and digital modernization efforts
Hooks: Experience leading document management and fulfillment operations at Transamerica, Focus on streamlining complex policy contracts and beneficiary notices, Context of recent AI-led digital initiatives like the Pearl virtual assistant for retirement plans
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Transamerica
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing document management at Transamerica, I wanted to ask about something that comes up constantly at insurers your size. When a policy template needs to change, does your team have to go back to IT and wait on a developer to make it happen?<br><br>At companies with millions of policyholders, that bottleneck shows up everywhere. A state regulatory change comes in, or a product update needs to reflect in a declarations page or renewal notice, and the request sits in a queue until someone with platform knowledge can touch it. That's a real problem when you're moving fast on claim modernization and AI integration.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that developer dependency on your end. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and the IT ticket bottleneck for policy change requests
Hi Steve,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have included: we work with 25+ insurers, and the pattern is pretty consistent. An insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait for IT disappears. Changes happen the same day instead of sitting in a queue.<br><br>For an operation like Transamerica, with policyholder communications pulling from multiple systems across life, retirement, and investment products, that matters. A regulatory update that hits declarations pages or renewal notices across millions of policyholders used to be a developer project. With the right setup, your compliance team handles it directly, with approval workflows built in so IT isn't out of the loop.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Mitigating compliance risk by enabling business users to manage policy templates without developer dependency
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about the document management piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers including Guardian and Allstate modernize CCM to eliminate document production friction · Asset: UNLOCK1.PDF
Hey Steve, appreciate you connecting.
Sent you a few notes about the Documaker developer bottleneck and how template changes pile up in IT queues. At MHC we help insurers move that ownership to the business side so policy updates don't sit waiting on a developer. Guardian and Allstate are both running on it now after dealing with the same kind of backlog.
Given your role at Transamerica, figured it was worth a shot. If any of this lands, feel free to reach out whenever.
Chris
Marijn Smit
President and CEO
executive · c_level
active
primary
⏳ pending
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Angle: strategic_modernization
Hooks: Leadership oversight of Transamerica Asset Management during the 'Pearl' AI digital experience launch, Focus on modernizing life insurance claims experience via Swiss Re collaboration, Strategic risk management regarding legacy infrastructure like Documaker for mega-scale operations
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Transamerica
Hi Marijn,<br><br>Chris here from MHC Automation.<br><br>Given that you're leading Transamerica through a significant modernization push, I wanted to ask about something that comes up a lot at insurers your size. With millions of policyholders, does the document layer keep pace with the rest of your transformation roadmap, or does it tend to lag behind everything else?<br><br>The pattern we see: policy contracts, regulatory notices, and customer correspondence are still composed in systems that require a developer to touch every template. When a product changes or a state regulation updates, IT has to be in the loop before anything goes out. At your volume, that wait adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your modernization timeline. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and IT ticket bottlenecks delaying the digital roadmap for policy contracts and notices.
Hi Marijn,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern is consistent across all of them. The insurer moves to MHC, the compliance or ops team starts managing templates directly, and the wait for IT to touch a document change disappears.<br><br>For an organization at Transamerica's scale, that matters most when a state regulation changes or a product update has to reach millions of policyholders fast. Right now, if your document composition system requires a specialist to update a template, that's a project, not a same-day fix.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM as a strategic liability; transitioning from IT-dependent document composition to business-user self-service to improve speed-to-market.
Subject: One last thing, Marijn
Hi Marijn,<br><br>Sent you a couple of notes about the document infrastructure piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ major insurers like Guardian and Allstate; named a #1 mid-market leader by Aspire for document modernization. · Asset: UNLOCK1.PDF
Marijn, good to be connected.
Sent you a few emails about the Documaker dependency piece and what that kind of IT bottleneck tends to do to a digital roadmap, especially on policy contracts and notices. At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian and Allstate are both in that camp now, and Aspire ranked MHC the number one mid-market leader in document modernisation this year.
Worth a quick conversation to see if any of this is relevant?
Chris
Ahmad Elsawaf
Group Chief Digital Officer, Digital Strategy & Experience
operations · c_level
active
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Angle: Focus on bridging the gap between Transamerica's AI-driven initiatives (Pearl) and the technical debt inherent in legacy Documaker workflows that slow digital experience roadmaps.
Hooks: Experience leading digital strategy and customer experience at Transamerica, Alignment with recent AI-powered 'Pearl' virtual assistant launch to accelerate retirement plan rollouts, Background in large-scale digital transformation and optimizing the customer journey
posture: peer CTA: soft type: problem_first
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Subject: Ahmad — document layer and the AI roadmap
Hi Ahmad,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital strategy at Transamerica, I wanted to ask about something that comes up a lot when insurers are pushing hard on AI and digital experience work. Does the document production layer end up as a bottleneck when you're trying to move fast on the front-end stuff?<br><br>We see this pattern constantly at carriers your size. The AI initiatives and customer experience roadmap move at one speed. The documents those experiences depend on, policy notices, claims correspondence, renewal communications, they move at a different speed entirely because every template change has to go through a developer queue.<br><br>With millions of policyholders, that gap shows up fast. A new digital experience goes live and the supporting documents still look and behave like they were built a decade ago. Because they were.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this connects to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DT=legacy blocking roadmap. Documaker's developer scarcity and rigid architecture create a 'legacy tax' that hinders the speed of AI and digital experience deployment.
Hi Ahmad,<br><br>One more thought on the document layer piece I mentioned.<br><br>I'll be honest about where our proof is with insurance: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. I don't have a single named case study with a specific metric tied to a carrier your size. What I can tell you is the pattern across all of them. The insurer moves to MHC, the compliance and communications teams start managing templates directly, and the wait disappears. Changes happen the same day.<br><br>For a carrier pushing hard on AI integration and claim modernization, that matters in a specific way. The Pearl initiative and anything downstream from it will eventually produce outputs that have to live in a document. If the system those documents run on requires a developer every time language changes, or a disclosure needs updating, or a notice has to reflect a new product configuration, the digital experience you're building on the front end hits a ceiling.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance team handles the update. IT stays focused on the infrastructure work that actually needs them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Compliance/508. Moving from a developer-dependent CCM model to business-user self-service ensures that policy changes and notices keep pace with digital front-end innovations.
Subject: One last thought, Ahmad
Hi Ahmad,<br><br>Sent you a couple of notes about the document layer at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup becomes a friction point for the digital roadmap, feel free to reach out whenever the timing is right.
Proof: Helping major insurers like Guardian and Allstate modernize document ops; MHC named a Leader in the Aspire Leaderboard for mid-market CCM. · Asset: UNLOCK1.PDF
Hey Ahmad, glad to be connected.
Sent you a few notes recently about the document infrastructure gap that tends to show up in modernisation work, specifically where Documaker's architecture creates drag on AI and digital experience rollouts.
At MHC we help insurers move template ownership off IT queues so the business side can execute without the developer dependency. Guardian and Allstate have both worked through this with us, and MHC was named a Leader in the Aspire mid-market CCM Leaderboard earlier this year.
If any of this lands, feel free to reach out whenever.
Chris
Bailey Priest Perez
Director, Digital Experience | Life, Annuity & Retirement
operations · director
queued
primary
– none
champion
seq 25
step 0/3
📋 ULTIMA1.PDF
Angle: UX-led modernization & Swiss Re collaboration
Hooks: Your focus on building 'scalable design practices' and streamlining workflows for the life, annuity, and retirement teams., Transamerica’s recent collaboration with Swiss Re to digitize the life insurance journey., The friction of translating complex financial concepts like surrender letters or welcome kits into simple digital experiences when legacy Documaker templates are involved.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes blocking your UX roadmap?
Hi Bailey,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital experience for Life, Annuity and Retirement at Transamerica, I wanted to ask something we see come up a lot at carriers your size. When your team is pushing UX improvements or modernizing the member journey, does the document layer end up being the thing that slows everything down because a developer has to touch every template change?<br><br>At your volume, that friction adds up fast. Policy documents, renewal notices, claims correspondence, annuity statements, anything customer-facing tends to live in a system that only IT can update. So when a regulatory change comes in or a brand update needs to roll out across millions of policyholders, it turns into a development ticket instead of a same-day fix.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bailey,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>The pattern we see at large carriers is pretty consistent. The team driving the modernization roadmap, whether that's claims, digital experience, or ops, gets ahead of what the document layer can actually support. The templates can't keep up because every change still routes through a developer queue.<br><br>The insurers we work with moved to a model where the compliance or communications team makes changes directly, with approval workflows built in so IT keeps control over what goes out. Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC that way. The ticket never gets written because the person who knows what the document should say handles it themselves.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>Given the claims modernization and AI work you're already driving at Transamerica, the document layer is probably one of those things that either keeps pace or becomes the friction point. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on document infrastructure
Hi Bailey,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the digital experience work scales, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Bailey, appreciated the connection.
Sent you a couple of emails about the document infrastructure gap in the modernisation work at Transamerica, specifically the IT dependency piece. Figured LinkedIn was worth a shot since the emails went quiet.
At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Allstate and Guardian are both running on it, along with 25 or so other carriers who made the same move.
Happy to reconnect here if the timing ever works.
Chris
Joshua Durham
Chief Operating Officer
operations · c_level
queued
primary
– none
champion
seq 30
step 0/3
📋 CSFIN1.PDF
Angle: recent veteran leadership award and focus on operational scale
Hooks: Congratulating him on the 2024 Veteran Leadership Award from Profiles in Diversity Journal, Overseeing strategy and fund operations for over $60B in assets at Transamerica Asset Management, His long tenure of nearly 20 years across retirement and stable value operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Transamerica
Hi Joshua,<br><br>Chris here from MHC Automation.<br><br>Given your role running operations at Transamerica, I wanted to ask about something that comes up a lot at life insurers operating at your scale. When a policy form, disclosure, or claims correspondence needs to change, does that still require going through a developer who knows the document system, or has your team found a way to put that in the hands of the business side directly?<br><br>At millions of policyholders, the answer to that question matters a lot. A regulatory change to a life policy disclosure or a claims notice can mean updating hundreds of template variants across state filings. If IT is in the middle of every one of those changes, the queue gets long fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Joshua,<br><br>Following up on what I sent about document ownership and IT dependency.<br><br>We recently helped HSBC manage 100 to 200 trade document templates, including complex SWIFT communications and letters of credit, through one platform where the business side handles changes directly. The developer stops being the bottleneck. Changes happen the same day.<br><br>At a life insurer your size, that matters most when a state filing deadline hits or a disclosure requirement changes mid-cycle. Policies, claims correspondence, and beneficiary notices all have to go out accurate and on time across your full policyholder base. On most legacy document platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: your compliance or ops team makes the change directly, with approval workflows built in, without waiting on IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Joshua
Hi Joshua,<br><br>Sent you a couple of notes about document infrastructure at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT communications with MHC · Asset: CSFIN1.PDF
Hey Joshua, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that, so doc ops teams aren't waiting on a ticket every time something needs to change.
HSBC runs 100-200 templates and complex SWIFT communications through MHC, so the volume and compliance side of things is well covered.
If any of this lands, feel free to reach out whenever.
Chris
Swapna Desani
Head of Technology
engineering · c_level
queued
primary
– none
decision_maker
seq 34
step 0/3
📋 ULTIMA1.PDF
Angle: Strategic modernization Lead for Retirement Solutions and Life digitization efforts.
Hooks: Leadership role in Transamerica's digital transformation and Swiss Re collaboration., Focus on modernization and the 'strategic refresh' for customer accessibility., Oversight of technology infrastructure supporting high-volume life and retirement products.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer, Transamerica modernization
Hi Swapna,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at Transamerica, I wanted to ask about something we see come up a lot at insurers in the middle of large-scale modernization work. With claims modernization and life digitization happening in parallel, does the document template layer keep pace with the rest of it, or does every change still require a developer who knows the system?<br><br>At your volume, that dependency adds up fast. Policy documents, claims correspondence, benefit notices across millions of policyholders, all of it sitting in a platform that routes every update through a specialist queue. When the modernization roadmap is moving, that layer becomes the slowest part of the stack.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on the document side as the broader transformation moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Swapna,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see again and again: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>At a company like Transamerica, that matters in a specific way. Your policyholder data is spread across policy admin, claims, and retirement systems. When a regulatory change hits, or a product update has to roll out across millions of policyholders, someone has to update the right template in the right system on a tight timeline. If that path runs through a developer queue, the timeline slips.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Swapna
Hi Swapna,<br><br>Sent you a couple of notes about the document infrastructure piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the broader transformation, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers using MHC to de-risk document operations. · Asset: ULTIMA1.PDF
Swapna, good to be connected.
Sent you a few emails recently around the IT dependency piece on document template changes. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off the developer queue to the business side. Guardian, Allstate, and 25+ other carriers are using it to de-risk document operations without adding to their IT backlog.
If any of this lands, feel free to reach out whenever.
Chris
Sarah Thompson
Senior Director, Operations
operations · director
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 UNLOCK1.PDF
Angle: correspondence transformation role
Hooks: Your 22-year tenure at Transamerica is incredible, especially your recent focus on inventorying and transforming customer correspondence., I saw you've been bridging the gap between Operations and IT to ensure brand alignment across policy contracts and notices., Congrats on the new FINRA Principal license you picked up in early 2024.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Transamerica
Hi Sarah,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Transamerica, I wanted to ask about something that comes up a lot at carriers your size. When a compliance requirement changes or a product gets updated, does getting policyholder documents revised still mean going through IT and waiting on a developer?<br><br>At mega-carrier scale, that bottleneck is painful. Declarations pages, policy notices, cancellation letters, renewal correspondence — any change touches multiple templates, and if the only people who can update them are developers, the queue fills up fast. We hear this a lot from ops leaders, especially at carriers going through claim modernization efforts.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's anything worth exploring on the document operations side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sarah,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications through MHC. Across carriers like those, compliance teams handle template changes directly now. The IT ticket never gets written. When a state regulatory change hits, the people who own the compliance language make the update the same day.<br><br>At Transamerica's volume, that matters. Millions of policyholders, documents pulling from multiple policy admin and claims systems. When your modernization work touches the correspondence layer, having a platform where ops and compliance can move independently from IT makes a real difference.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sarah
Hi Sarah,<br><br>Sent you a couple of notes about document operations at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition setup becomes too much of a friction point in your modernization work, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate manage 25+ insurers' worth of complex compliance documents without constant IT tickets. · Asset: UNLOCK1.PDF
Thanks for connecting, Sarah.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so operations teams can move without waiting on a ticket. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move document ownership to the business side. Carriers like Guardian and Allstate have used it to manage large volumes of compliance templates without routing every change through IT.
Happy to reconnect here if the timing ever works.
Chris
Nick Apel
Head of Enterprise Architecture
engineering · vp
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: enterprise technology architecture roadmap and Aegon/Transamerica platform engineering
Hooks: Recently promoted to Head of Enterprise Architecture for Aegon Transamerica’s Enterprise Technology business unit in Oct 2025, Experience leading the design and execution of Aegon’s Global Architecture Review Board, Background in Digital Technology & Platforms for Workplace Insurance Solutions at Transamerica
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your arch roadmap
Hi Nick,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise architecture at Transamerica, I wanted to ask about something that comes up a lot at insurers your size. Is document template maintenance still sitting on your developer team's plate, pulling them away from the platform engineering and modernization work that actually moves the needle?<br><br>At mega-scale carriers, the document layer tends to be one of those things that never quite makes it onto the transformation roadmap, but quietly consumes developer hours every quarter. Policy documents, claims correspondence, policyholder notices, regulatory updates across millions of policyholders, it all routes through a system only a handful of engineers can touch. When priorities shift or people leave, that dependency gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a fit with what you're working through on the architecture side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Nick,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on something similar. They were processing over 1 million annual communications across 250+ templates and 80+ plan variations. Every change was a developer project. After moving to MHC NorthStar CCM, their ops team handles template updates directly. They also eliminated $4 per document in vendor fees.<br><br>The pattern we see at large carriers is consistent: the document platform becomes a bottleneck not because anyone designed it that way, but because the original system required specialized knowledge to touch. When that knowledge is concentrated in two or three engineers, and those engineers are supposed to be working on your claims modernization and AI integration work, the document layer starts competing for time it shouldn't be competing for.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: it_architecture -> technical debt: developer scarcity, integration burden, migration risk, architecture simplification.
Subject: One last thing, Nick
Hi Nick,<br><br>Sent you a couple of notes about the document infrastructure piece at Transamerica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the roadmap, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Nick, appreciate you connecting.
Sent you a few emails about the developer scarcity piece and the document layer sitting in the way of modernisation work. At MHC we help insurers move template ownership off IT queues so the business side handles changes directly. Allstate, Intact, and Guardian have gone that route, and we're running with 25 plus insurers at this point.
Given your architecture role at Transamerica, figured LinkedIn might be a better place to pick this up than an inbox.
If any of this lands, feel free to reach out whenever.
Chris
Auto-Owners Insurance
auto-owners.com
· insurance
· Lansing, US
A mutual insurance provider offering auto, home, life, and business coverage through a network of independent agents.
Corroborated by broad industry data and internal technical stacks citing Oracle Insurance components including Documaker for document automation. Identified as a core CCM platform user in multiple enterprise technographic profiles.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
IBM FileNet
HG Insights
IBM Case Manager
HG Insights
⚡ Competitor case study found:
Quadient
Auto-Owners Insurance Company selected Quadient Inspire in 2017 to streamline its claims correspondence capabilities.
Strategic Initiatives
- Digitization of claims workflows and legacy system retirement through migration to IBM FileNet platforms., Expansion of localized underwriting and claims teams through regional construction projects to enhance agency partnerships.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance P&C
Awareness: stage_3
Scale: mega — policies in force 6.3 million
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- leadership: Jamie Whisnant continues as CEO and Chairman; Tony Dean serves as President and CIO leading digital initiatives.
- hiring: Active hiring for Predictive Modelers (AI/ML) and Underwriters indicates a push for automated decision-making.
- policy: Implementation of a return-to-office (RTO) policy (2 days/week) in Jan 2025 has caused some developer turnover
- creating a window for modernization conversations.
Contacts (12)
completed: 12
0 active · 0 🔗
Jake Block
Assistant Vice President, Claims
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Documaker dependency vs. claims speed
Hooks: 30-year tenure at Auto-Owners since 1996, Direct oversight of Claims operations, Focus on 'paying what we owe' and speed as key mission pillars
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change
—
Reframe: compliance/508
Subject: —
—
Proof: Allstate, Intact, and 25+ other insurers use MHC to unlock legacy document silos. · Asset: UNLOCK1.PDF
—
Brandi Holly
Senior Vice President of Affiliate Integration
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: affiliate integration & PAS modernization
Hooks: Mentioning her recent town hall at Atlantic Casualty with CEO Jamie Whisnant., Celebrating the successful release of the new policy administration system (PAS) across Concord's Maine, NH, and MA offices., Her leadership focus on developing others as a 'number one priority' for Auto-Owners' senior officers.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT ticket wait per change
—
Reframe: Don't let legacy document tech block the PAS modernization roadmap
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate manage 200+ templates with business-user self-service, eliminating the IT bottleneck. · Asset: ULTIMA1.PDF
—
Heather Fishel
Senior Underwriting Specialist
operations · manager
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: Documaker resource gap + underwriting efficiency
Hooks: Current hiring for 'Document Developers' indicates pressure on your Documaker ecosystem., Your 27-year tenure at Auto-Owners spanning from Policyholder Services to Senior Underwriting gives you unique perspective on how document delays impact the agent-underwriter relationship., Reaffirmation of your AM Best A+ rating emphasizes the need for stable, modern communication infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes are likely slowing down your ability to update policy contracts and surrender letters.
—
Reframe: Instead of waiting on specialized developers, imagine a self-service model where the underwriting team can handle logic and template adjustments directly, ensuring 508 compliance without the IT bottleneck.
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate modernize their CCM; for Allied Benefits, we eliminated $4 per document in operational costs across 1M+ communications. · Asset: ULTIMA1.PDF
—
Karl Recker
IT Director
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: IT hiring signals for 'Document Developer' roles to support insurance policy automation.
Hooks: Ongoing 16-year tenure at Auto-Owners, transitioning from developer roles to IT Director., Recent active recruitment for 'Document Developer' roles specifically to support policy an., Auto-Owners' AM Best A+ rating reaffirmed in Feb 2026, signaling long-term stability for digital investments.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
—
Ken Schriner
Assistant Vice President Claims
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic claim correspondence modernization
Hooks: AVP Claims tenure since 2007 at Auto-Owners, active recruitment for 'Document Developers' indicates Documaker resource strain, AM Best A+ rating stability requires operational efficiency in member communications
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait for claim document changes and the scarcity of expensive Documaker developers ($150K+).
—
Reframe: Evaluating modern DocOps alternatives before doubling down on legacy Documaker architecture and the compliance risk of 508 accessibility.
Subject: —
—
Proof: MHC helps 25+ insurers like Guardian and Allstate; recognized as the #1 mid-market CCM provider by Aspire. · Asset: ULTIMA1.PDF
—
Sally Williams
Director (IT - Web Systems & Quoting Modernization)
operations · director
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: quoting modernization and tech stack evolution
Hooks: your 24-year tenure at Auto-Owners and recent transition to Director of IT for Web Systems and Quoting Modernization, experience managing Pega and Java developers for online quoting, the scale of mega-fleet document types like declarations and claims correspondence at Auto-Owners
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Tony Dean
President and Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic AI focus and recruitment for document developers
Hooks: Your recent post about Generative AI's potential to simplify processes and empower people at Auto-Owners, The active recruitment for 'Document Developer' roles to support insurance policy automation, 33+ year legacy growing with Auto-Owners and leading its technology transformation
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity and the IT ticket bottleneck for policy template changes
—
Reframe: Transforming CCM from a technical debt center into a business-user self-service model to reduce developer dependency
Subject: —
—
Proof: MHC helps insurers like Guardian and Allstate streamline high-volume communications, often reducing template change cycles from weeks to days. · Asset: CUSTOM1.PDF
—
Dan Witalec
Manager, Corporate Communications
operations · manager
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: internal comms & document operations link
Hooks: your 14-year tenure at Auto-Owners, previous role as Administrator for Corporate Communications, oversight of declarations and claims correspondence at mega scale
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: E2=compliance/508. Evaluate Documaker alternatives before the developer gap impacts policyholder document quality.
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Lacey Payne
Master of Information & Data Science / Claims SME
operations · manager
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: document developer scarcity and claims automation
Hooks: Current focus as a Claims SME with a Master's in Data Science from UC Berkeley, ideally positioned to bridge the gap between claims data and document automation., Active recruitment at Auto-Owners for 'Document Developer' roles suggests a high dependency on specialized IT staff for policy and claims template updates., Recent AM Best A+ rating reaffirmation highlights the scale of operations you're managing across policy contracts and surrender letters.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
—
Mike Saxton
Vice President
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_evaluation
Hooks: Your 20+ year tenure at Auto-Owners from Underwriting to VP gives you a unique lens on how legacy systems like Documaker impact the front-line agent experience., Auto-Owners' recent push for AI/ML predictive modeling often hits a wall when legacy document platforms can't ingest or act on that data in real-time., Auto-Owners' 2017 shift toward Quadient for claims suggests a multi-vendor complexity that typically increases IT dependency for standard template changes.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker creating an IT ticket bottleneck for every endorsement or renewal template change, slowing down speed-to-market.
—
Reframe: Instead of defaulting to another heavy IT-dependent platform, consider how moving document ownership to business users can eliminate the developer scarcity risk ($150K+ per dev).
Subject: —
—
Proof: MHC helped Guardian and 25+ other insurers modernize their CCM, with one Tier 1 carrier reducing template turnaround from 2.5 weeks to just 2 days. · Asset: ULTIMA1.PDF
—
Rebecca Mengerink
Vice President - Marketing IT & Cybersecurity
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: IT infrastructure modernization and Documaker legacy
Hooks: Background in COBOL and SQL implies a deep understanding of legacy systems and data integration needs., Role overseeing Marketing IT and Cybersecurity suggests a focus on brand-consistent, secure customer communications., Auto-Owners' use of Oracle Documaker for complex insurance documents like declarations and claims correspondence.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT ticket wait per change and developer scarcity for legacy maintenance.
—
Reframe: Security and compliance: Legacy systems like Documaker create architectural bottlenecks that increase risk during modernization.
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate modernize document operations; ranked #1 mid-market by Aspire. · Asset: UNLOCK1.PDF
—
Susannah B.
Senior Project Lead
operations · director
completed
primary
– none
● unknown
in Susannah B.
influencer
seq 15
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise claims transformation
Hooks: Current lead for enterprise programs bridging AI and automation into core claims operations., Focus on turning complex ideas into production-ready capabilities with strong governance., Partners across IT, Architecture, and Intelligent Automation to improve claim handling outcomes.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates in the claims build
Hi Susannah,<br><br>Chris here from MHC Automation.<br><br>Given your role leading projects at Auto-Owners, I wanted to ask about something that comes up a lot when insurers are mid-transformation. When your team is modernizing claims workflows, does updating the document templates tied to those workflows still require a developer to touch the system?<br><br>At the scale Auto-Owners operates, even a small change to a claims letter or a notice going out to policyholders can sit in a queue waiting on someone with the right system access. That bottleneck tends to slow down the broader transformation work, not just the document piece.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if any of this is relevant to where your claims modernization is heading. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Susannah,<br><br>Following up on what I sent about the document layer in your claims build.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric I can drop here. What I can tell you is the pattern we see consistently across insurers who come to us mid-transformation.<br><br>The company is modernizing claims, migrating platforms, standing up new workflows. The document templates, things like claims correspondence, denial letters, and coverage notices going to millions of policyholders, are still sitting in a system only a developer can touch. A regulatory change comes in, or a state-specific notice requirement shifts, and suddenly it's a developer project instead of a compliance project.<br><br>That's what MHC NorthStar CCM does differently: your compliance or ops team makes the change directly, within the controls IT has already set up. The wait disappears.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Susannah
Hi Susannah,<br><br>Sent you a couple of notes about the document layer at Auto-Owners. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the claims build, feel free to reach out.
Proof: T2_metric · Asset: UNLOCK1.PDF
Susannah, good to be connected.
Sent you a few emails recently about the IT dependency piece on document changes. At MHC we help insurers move template ownership to the business side so those changes stop sitting in a developer queue. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so it's ground we know well.
Given the digital transformation work happening at Auto-Owners, figured it was worth opening a different door beyond the inbox.
Happy to reconnect here if the timing ever works.
Chris
Sentry Insurance
sentry.com
· insurance
· Stevens Point, US
A policyholder-owned mutual insurance company providing commercial and personal property and casualty insurance and safety services.
Confirmed via multiple LinkedIn profiles of current and former architects specifically referencing 'NSA DocuMaker Forms Team' and 'Oracle Documaker' within Sentry's tech stack. Integrated with Guidewire and Viking (AutoLink) systems.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Google Analytics
HG Insights
Strategic Initiatives
- Expansion of specialty insurance portfolio through strategic acquisitions of specialized carriers and agencies., Integration of telematics and predictive analytics to enhance claims processing efficiency and risk mitigation.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance P&C
Awareness: stage_2
Scale: mega — Premium revenue $6.2B
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- financial: Released 2025 Annual Report highlighting record pretax income of $633 million.
- hiring: Hiring for Learning Technology and Experience Specialist and Senior Software Engineer roles to support digital systems.
- operational: Launched major renovation of Stevens Point world headquarters facility to modernize infrastructure.
Contacts (9)
completed: 9
0 active · 0 🔗
William Nelson
Director of Software Development
engineering · director
completed
primary
– none
🔥 Opted Out
decision_maker
seq 11
step 0/3
📋 UNLOCK1.PDF
Angle: Sentry's record $633M income and Personal Lines technical vision.
Hooks: Mentioning his leadership of Sentry's Personal Lines software development department, referencing Sentry's 2025 Annual Report highlighting record $633M pretax income, acknowledging his transition from Solutions Architect to Director in managing enterprise software.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Sentry's scale
Hi William,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software development at Sentry, I wanted to ask about something we see come up constantly at large commercial P&C carriers. When a policy form or compliance notice needs to change, is that still a developer project, or has your team found a way to get the business side handling it directly?<br><br>At your volume, that bottleneck compounds fast. Millions of policyholder documents, multiple lines of business, specialized industry verticals on top of that. Every template change that requires a developer with deep platform knowledge slows things down. And that pool of people who know legacy composition systems well is getting smaller and more expensive every year.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the development queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity: IT teams are often stuck in a cycle of waiting for specialized developers to handle template changes, creating a bottleneck for Personal Lines updates.
Hi William,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: insurers we work with, including Guardian Life and Allstate, have moved document template management out of IT entirely. Changes that used to take weeks now take days. The compliance or ops team makes the update, IT keeps the guardrails in place, and the ticket never gets written.<br><br>At Sentry's scale, that matters a lot. With millions of policyholder communications across your commercial lines, specialty verticals, and Personal Lines book, a regulatory notice or endorsement update is a significant production event. If the only people who can touch the templates are developers with specialized platform knowledge, you're always one departure or one backlog away from a delay.<br><br>That's what MHC NorthStar CCM does differently: it removes the specialized developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to standard upgrades, evaluate how a business-user-led approach to 'mega-scale' document volume can bypass the shrinking pool of $150K+ Documaker experts.
Subject: One last thing on CCM at Sentry
Hi William,<br><br>Sent you a couple of notes about document infrastructure at Sentry. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Sentry keeps growing, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage massive document scale while eliminating IT dependency; specifically, our work with T1 partners has reduced document production times from weeks to days. · Asset: UNLOCK1.PDF
Hey William, glad we connected.
Sent you a few emails about the Documaker bottleneck on template changes at Sentry. At MHC we help insurers move that work off the developer queue and into the hands of the business side. Allstate went through something similar and cut document production from weeks to days once that handoff happened.
Not sure if the timing is right on your end, but it's the kind of thing that tends to sit on the backlog until it becomes urgent.
If any of this lands, feel free to reach out whenever.
Chris
Dave Peeters
Director of Process Improvement
operations · director
completed
primary
– none
🔥 Opted Out
influencer
seq 15
step 0/3
📋 UNLOCK1.PDF
Angle: 21-year Sentry tenure across IT project delivery and process improvement
Hooks: Your 21-year evolution at Sentry from PM to Director of IT Project Delivery and now Process Improvement, Sentry's record $633M pretax income in the 2025 Annual Report, The major renovation of the Stevens Point headquarters into a modern workspace
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Sentry
Hi Dave,<br><br>Chris here from MHC Automation.<br><br>Given your role leading process improvement at Sentry, I wanted to ask about something that comes up a lot at carriers your size. When a policy form or claims document needs updating, does that change still have to go through IT and wait on a developer with the right system knowledge to get it done?<br><br>At organizations running legacy document platforms, that wait can stretch weeks. A compliance deadline hits, a product gets updated, a new specialty line gets added through an acquisition, and the document change is sitting in a queue behind six other priorities. With Sentry's scale and the pace you're moving on the specialty portfolio side, I'd imagine that friction adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that kind of bottleneck on the process side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity makes template changes for declarations and claims correspondence a month-long IT bottleneck.
Hi Dave,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: the pattern we see most often at large carriers isn't that IT is slow. It's that the document system requires a developer by design. Business users can't touch templates directly, so every change, no matter how small, becomes an IT project.<br><br>We've seen that same dynamic at carriers like Guardian Life and Allstate. The move to MHC NorthStar CCM takes the developer out of the day-to-day change path. Your compliance or product team makes the update directly, with controls still in place. Changes that used to take weeks happen the same day.<br><br>With Sentry expanding into new specialty lines, that matters. Every new carrier or agency you bring in likely has its own document templates and its own formatting. Consolidating that onto one platform without creating a new IT backlog is where the real process gain is.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate Documaker to the cloud; evaluate if it's locking you into technical debt that blocks the broader digital transformation roadmap.
Subject: One last thing, Dave
Hi Dave,<br><br>Sent you a couple of notes about document infrastructure at Sentry. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you keep building out the specialty portfolio, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate modernise, and was ranked #1 for mid-market insurance by Aspire. · Asset: UNLOCK1.PDF
Hey Dave, glad to be connected.
I sent a few emails about the developer queue bottleneck on declarations and claims templates. At MHC we help insurers move that template ownership to the business side, off IT. Guardian and Allstate have gone through that shift with us, and Aspire ranked MHC number one for mid-market insurance on the back of work like that.
If any of this lands, feel free to reach out whenever.
Chris
Glenn Norton
Director of Application Development
engineering · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Guidewire-Documaker integration gap
Hooks: Responsibility for Guidewire PolicyCenter and related system integrations across 14 lines of business., 14+ years leading application development at Sentry Insurance in Stevens Point., Management of large-scale commercial insurance projects spanning all states.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: Documaker compliance and accessibility (508) burdens often consume development cycles better spent on Guidewire core roadmap.
Subject: —
—
Proof: MHC NorthStar CCM empowers business users to handle templates, freeing up IT resources. T1: Optum (200+ templates) | Allied Benefits ($4/doc eliminated). · Asset: GUC3E41.PDF
—
Natalie Wheeler
Product Owner
operations · manager
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: document replacement project and legacy document expertise
Hooks: Experience leading the Policy Admin Replacement Project using Guidewire PolicyCenter, Prior background as a Business Analyst elaborating declaration pages, endorsements, and printed policy documents, Tenure of 17+ years at Sentry focusing on functional direction for policy documents
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Allstate, Intact, and 25+ other insurers use MHC to automate document operations and eliminate developer bottlenecks. · Asset: ULTIMA1.PDF
—
Matt McColley
Executive Vice President, Chief Claims Officer
engineering · c_level
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_alignment_innovation
Hooks: Leadership role overseeing both Claims and IT transformation initiatives at Sentry, Recent $633M record pretax income and HQ modernization as a catalyst for digital infrastructure updates, Expertise in claims innovation and operational excellence during a period of significant scale
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance/508
Subject: —
—
Proof: Acuity and 25+ other insurers utilize MHC to de-risk document operations and eliminate the IT bottleneck for claims correspondence. · Asset: ULTIMA1.PDF
—
Michele Dufresne
VP-Chief Claims Officer
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Sentry's record 2025 pretax income and claim volume scaling
Hooks: your recent highlights on Sentry's record $633M pretax income in the 2025 Annual Report, the human-plus-technology philosophy you mentioned regarding workers' comp claims analytics, scaling claims correspondence as you renovate the Stevens Point headquarters
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: T2 insurers like Allstate and Guardian trust MHC for high-volume policy and claims correspondence · Asset: UNLOCK1.PDF
—
Jim Frank
Chief Claims and Information Technology Officer
engineering · c_level
completed
primary
– none
🔥 Opted Out
decision_maker
seq 11
step 0/3
📋 ULTIMA1.PDF
Angle: mainframe decommissioning and cloud transition leadership
Hooks: Successfully led the decommissioning of Sentry's mainframe in 2022, Focus on transitioning legacy technology to cloud-based services, Mention of saving 'tens of thousands of hours' annually via AI and modern tech as cited in February 2025 Claims Journal
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Sentry's scale
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role across both claims and IT at Sentry, I wanted to ask something that comes up a lot with carriers your size. When a claims correspondent or compliance team needs to update a customer-facing document, does that still require a developer to touch the system before anything goes out?<br><br>At your volume, that bottleneck gets expensive fast. We're talking millions of policyholder communications, and every change that has to go through IT is a change that waits. When you're also managing a cloud transition and sunsetting older infrastructure, developer time is already stretched thin without being the queue for document template updates too.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT dependency for the document layer without slowing anything down. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jim,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>We work with a lot of carriers running Oracle-era composition platforms where every template change routes through IT by design. The problem is that setup was built for a world where documents changed once a year. Regulatory updates, acquisition integrations, new product lines, that cadence is nothing like once a year anymore.<br><br>With Sentry adding specialty carriers and agencies through acquisition, you're likely inheriting document environments that don't talk to each other. Each one with its own templates, its own logic, its own developer dependency. Standardizing across those at your scale is a real project, and doing it inside a legacy system makes it harder.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path so your compliance and ops teams can handle updates directly, with controls still in place for IT to govern the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about document infrastructure at Sentry. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the cloud migration moves forward, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers trust MHC to modernize document operations. · Asset: ULTIMA1.PDF
Hey Jim, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business can move without waiting on a ticket. At MHC we help insurers do exactly that, and Guardian and Allstate are among the 25+ carriers that have made that shift.
Given your role spanning both claims and IT at Sentry, that tension is probably one you see from both sides.
Happy to reconnect here if the timing ever works.
Chris
Shad Struble
Director - IT Infrastructure Service Delivery
engineering · director
completed
primary
– none
🔥 Opted Out
decision_maker
seq 11
step 0/3
📋 UNLOCK1.PDF
Angle: IT infrastructure modernization and developer scarcity in the context of Sentry's headquarters renovation and record $633M income.
Hooks: Background in technical architecture and 11+ years leading Sentry's infrastructure service delivery., Sentry's 2025 record pretax income of $633M and the massive HQ renovation in Stevens Point., Managing the intersection of legacy storage/server infra and the high-demand Senior Software Eng roles currently open at Sentry.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Sentry
Hi Shad,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT infrastructure at Sentry, I wanted to ask about something we see come up a lot at carriers your size. Is your team still the bottleneck for every policyholder document change, declarations pages, endorsements, renewal notices, because the platform requires a developer who knows it inside and out?<br><br>At mega carriers, that problem gets expensive fast. The pool of people who know legacy composition systems is shrinking, and when a regulatory change hits, you're waiting on one of them. Meanwhile compliance is standing in line behind every other IT priority.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the $150K+ cost of maintaining a shrinking pool of legacy specialists.
Hi Shad,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We recently helped Guardian Life, Allstate, Intact Financial, and Acuity move their policyholder communications onto MHC. The pattern is consistent: the insurer moves over, the business side starts managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>At your volume, that matters most when a regulatory change requires updated language across millions of policyholder notices or endorsements. On most legacy composition platforms, that is a developer project. On MHC NorthStar CCM, the compliance team makes the change directly, with approval workflows built in.<br><br>With Sentry expanding through acquisitions and integrating new specialty lines, the template footprint only grows. More carriers, more state-specific variants, more document types to maintain.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT infrastructure shouldn't be held hostage by document template changes; shifting from developer-heavy Documaker to business-user self-service.
Subject: One last thing, Shad
Hi Shad,<br><br>Sent you a couple of notes about the document infrastructure piece at Sentry. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps over 25 insurers, including major T2 carriers like Allstate and Guardian, eliminate IT bottlenecks and compliance exposure. · Asset: UNLOCK1.PDF
Shad, saw you connected and figured I'd reach out here since the emails didn't spark anything.
At MHC we help insurers move template ownership off IT queues to the business side, which tends to address the Documaker specialist cost problem I mentioned. Allstate and Guardian are both in that group now, along with about 25 other carriers who've made the same move away from that shrinking pool of legacy expertise.
No pressure at all on timing. If any of this lands, feel free to reach out whenever.
Chris
Jim Stitzlein
Senior Vice President, Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: mainframe_modernization
Hooks: Leadership in retiring Sentry's mainframe as highlighted in the 2022 Year in Review, Sentry's record-breaking 2025 financial performance with $633 million in pretax income, Commitment to keeping legacy maintenance at 7% of budget to prioritize customer-focused innovation
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
—
CNA Financial
cna.com
· insurance
· Chicago, US
Leading US commercial insurer providing property, casualty, and specialty insurance to businesses and professionals.
Corroborated by historical HG Insights data and industry classification as a major US commercial insurer, a core profile for Oracle Documaker's legacy base.
LLM classification: Insurance HIGH
Tier 1 score 89
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Coupa
HG Insights
Strategic Initiatives
- Expansion of Excess & Surplus (E&S) presence with launch of dedicated Cardinal E&S brand, Enhancement of cyber insurance proposition with integrated pre-breach services
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Commercial P&C
Awareness: stage_2
Scale: mega — Net Written Premiums $11.6 Billion
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- Leadership Change: Douglas M. Worman assumed the role of Chairman of the Board effective January 1
- 2026
- following his appointment as CEO in early 2025.
- Leadership Change: Strategic appointments of David Haas (President Global Specialty)
- Michael Nardiello (President Global P&C)
- +2 more
Contacts (39)
active: 10 completed: 4 queued: 25
10 active · 2 🔗
Delven Barfield
VP, IT Director
engineering · vp
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📋 ULTIMA1.PDF
Angle: IT Security & Compliance background with technical program management
Hooks: Leadership in security and compliance suggests a high sensitivity to legacy risk and developer scarcity., Douglas M. Worman's recent appointment as Chairman (Jan 2026) suggests a push for modernization and strategic efficiency at CNA., Extensive background as an IT Security Leader and Senior Technical Program Manager suggests focus on architectural stability and technical debt.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT ticket wait per change and developer scarcity ($150K+, shrinking pool)
—
Reframe: Legacy document infrastructure (Documaker) as a compliance risk and a blocker to the modernization roadmap under the new board leadership.
Subject: —
—
Proof: MHC helped 25+ insurers like Guardian and Allstate modernize their CCM operations, achieving a #1 mid-market ranking for mid-market insurers by Aspire. · Asset: ULTIMA1.PDF
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Thomas Lysaught
VP, Claims - Technical Liability
operations · vp
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📋 GUC3E41.PDF
Angle: strategic claim oversight and operational rigor
Hooks: Your leadership of the Complex Casualty Claims group and focus on technical rigor for high-exposure Auto and General Liability claims., The recent appointment of Doug Worman as CEO and CNA's record 2025 net income of $1.28 billion., CNA's current push to hire AI/ML engineers to modernize technical operations.
posture: peer CTA: soft type: problem_first
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Subject: CNA claims docs + IT wait times
Hi Thomas,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technical liability claims at CNA, I wanted to ask about something that comes up a lot at carriers your size. When a claims correspondent or ops lead needs to update a notice or letter, does that change still go through IT and sit in a queue?<br><br>At mega carriers managing millions of policyholder touchpoints, that wait compounds fast. Claims correspondence, coverage letters, reservation of rights notices, declination letters. Each one tied to a template that lives in a system only a developer can touch. When your E&S book is expanding and new document variants are needed quickly, that bottleneck gets expensive.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your team move faster on claims document changes without pulling IT into every update. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every claim template change in Documaker, compounded by developer scarcity for legacy systems.
Hi Thomas,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>I know insurance isn't healthcare, but the underlying problem is the same. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types so that compliance and ops teams could make changes directly, without waiting on a developer. Natera cut document cycle times from 2.5 weeks to 2 days by taking the same approach.<br><br>At CNA's scale, with the Cardinal E&S build-out adding new coverage lines, you're likely adding new document variants constantly. Coverage confirmations, endorsements, E&S declarations. Every new variant is another developer project on a legacy platform.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your claims ops team makes the update. IT keeps oversight. The ticket never gets written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting architecture lock-in or IT bottlenecks, empower business users with self-service claims correspondence tools.
Subject: One last thing, Thomas
Hi Thomas,<br><br>Sent you a couple of notes about claims document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and high-volume member communications, while Natera reduced document cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Thomas, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what we do. At MHC, we help insurers move template ownership off the developer queue to the business side directly.
One thing that tends to land with claims teams: Natera cut their document cycle times from 2.5 weeks to 2 days after making that shift.
Worth a quick conversation to see if any of this is relevant?
Chris
Prasantha Madey
Director Application Development
operations · director
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📋 UNLOCK1.PDF
Angle: Alignment of CNA's India Technology Center expansion with legacy Documaker developer scarcity.
Hooks: Current leadership of CNA application development and large-scale transformation programs., Background in Guidewire and Duck Creek core system implementations., CNA's 2026 expansion of the India Tech Center for digital/data product delivery.
posture: peer CTA: soft type: problem_first
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Subject: CNA + document template bottlenecks
Hi Prasantha,<br><br>Chris here from MHC Automation.<br><br>Given your role leading application development at CNA, I wanted to ask about something that comes up a lot with insurance organizations at your scale. Does keeping document templates current still require developers who know the underlying system, or has your team found a way to hand that off to the business side?<br><br>I ask because CNA operates at a volume where a single template update, think policy documents, endorsements, renewal notices, can touch millions of policyholders. When that change sits in a developer queue, it slows down compliance timelines and creates risk. With the India Technology Center expansion, I imagine developer capacity is being prioritized for higher-value work, not template maintenance.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Prasantha,<br><br>Following up on what I sent about developer bottlenecks on the document layer.<br><br>I want to be straight with you: I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see across the 60+ insurance organizations we work with. The insurer moves to MHC, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck for every endorsement or notice update. The ticket never gets written.<br><br>With CNA's Cardinal E&S launch and the cyber proposition build-out, your teams are going to need to spin up new policy forms and endorsement language fast. On legacy document platforms, that's a developer project. The manuscript endorsement process alone can generate dozens of template variants. That's the kind of work that bogs down a team when developer capacity is tight.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows built in so IT keeps the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change; legacy Oracle Documaker bottlenecks preventing business-user self-service for manuscript endorsements.
Subject: One last thing for CNA
Hi Prasantha,<br><br>Sent you a couple of notes about document template dependencies at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA scales the E&S and cyber lines, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Prasantha, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so I won't rehash all of that here. At MHC we help insurers move template ownership off IT queues to the business side, which tends to free up developer capacity for the roadmap work that actually needs them. Allstate, Intact, and Acuity have gone that route, and it's come up consistently as a lever in larger digital transformation programs across the 25+ insurers we work with.
Worth a quick conversation to see if any of this is relevant?
Chris
Doug Reilly
VP & Co-Head, Long-Term Care Business Unit
operations · vp
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📋 UNLOCK1.PDF
Angle: Shared leadership of LTC claims and operations at CNA with a background in process automation and data science.
Hooks: Leadership of CNA's Long-Term Care claims and operations since 2023., Experience consolidating and automating manual workflows to drive process improvements., Responsibility for data science within the LTC business unit, aligning with CNA's recent AI/ML hiring signals.
posture: peer CTA: soft type: problem_first
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Subject: LTC docs at CNA
Hi Doug,<br><br>Chris here from MHC Automation.<br><br>Given your co-leadership of LTC claims and operations at CNA, I wanted to ask about something we see come up a lot at carriers your size. When your team needs to update a policyholder notice, a claims letter, or a renewal document, does that still require an IT ticket and waiting on a developer to make the change?<br><br>At the volume CNA operates, that wait adds up fast. LTC is already a complex line. If every document update has to move through a developer queue, the compliance team and ops side are always a few steps behind where they need to be.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is dealing with on the LTC side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change due to Documaker developer scarcity.
Hi Doug,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Guardian Life and 25+ other insurance carriers have moved to MHC to get the business side handling template changes directly, without waiting on a developer for every update. The pattern is consistent: once IT stops being the only path for document changes, the compliance and ops teams start moving at the pace the business actually needs.<br><br>That matters especially in LTC, where claims correspondence, benefit notices, and renewal documents have to be accurate and out the door on time, across millions of policyholders. A regulatory change or a notice requirement update shouldn't sit in a backlog.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker's EOL and shrinking talent pool shouldn't be the bottleneck for LTC claims and renewal documents.
Subject: One last thing, Doug
Hi Doug,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to unlock agility; MHC is the #1 mid-market Aspire leader for insurance CCM. · Asset: UNLOCK1.PDF
Hey Doug, good to be connected.
Sent you a few notes over email about the Documaker developer bottleneck on template changes. Didn't want that to get lost in the inbox.
At MHC we help insurers get template ownership off IT queues and onto the business side. Guardian and 25 or so other carriers have made that shift with us, which is part of why MHC ranks as the top mid-market CCM platform in insurance on the Aspire leaderboard.
Happy to reconnect here if the timing ever works.
Chris
Jennifer Zinkovich
Sr. Principal Enterprise Architect (AVP)
engineering · vp
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📋 ULTIMA1.PDF
Angle: recent promotion + modernization focus
Hooks: Congrats on the April promotion to Sr. Principal EA at CNA., Spotted your focus on application modernization and your background at Liberty Mutual., Noticed CNA is actively hiring Sr. Architects in Chicago to support core income growth.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at CNA
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role as enterprise architect at CNA, I wanted to ask about something we see come up a lot at carriers your size. Is the document production layer one of those things that keeps surfacing as a blocker when you're trying to move other parts of the architecture forward?<br><br>At organizations running older composition platforms, the pattern we usually see is this: the business side needs to update a declarations page or a policy form, but every change has to go through a developer who knows the system. At CNA's volume, with millions of policyholders across commercial lines, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural dependency around document template changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Jennifer,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be honest with you: for insurance specifically, I don't have a single case study with a clean before-and-after metric I can point to. What I can tell you is the pattern we see consistently across the 60+ carriers we work with. The insurer comes over to MHC NorthStar CCM, the compliance or operations team starts managing policy forms and endorsements directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier like CNA, that matters in a specific way. You're scaling Cardinal E&S, you're building out cyber coverage with pre-breach services attached. Both of those lines generate new document requirements fast: new policy forms, new endorsement language, new state filings. If those changes are sitting in a developer queue, the rollout slows.<br><br>That's what MHC does differently: the people who know what the document should say are the ones who make the change, with controls in place that IT sets up once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: compliance/508
Subject: One last thing for CNA
Hi Jennifer,<br><br>Sent you a couple of notes about the document layer at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization side, feel free to reach out.<br><br>Chris
Proof: MHC supports 25+ major insurers like Guardian and Allstate, being named the #1 mid-market provider by Aspire. · Asset: ULTIMA1.PDF
Hey Jennifer, glad to be connected.
I sent a few emails about the developer scarcity piece and how legacy document infrastructure tends to block the broader modernisation roadmap. Not sure if any of that landed.
At MHC we help insurers move template ownership off IT queues so your architects aren't bottlenecked by document change requests. Guardian and Allstate are both running on MHC now, and Aspire recently ranked us the top mid-market CCM provider, which tracks with what we're seeing at carriers your size.
If any of this lands, feel free to reach out whenever.
Chris
Pierre Braganza
VP & Chief Enterprise Architect
engineering · vp
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📋 ULTIMA1.PDF
Angle: enterprise cloud architecture + modernization alignment
Hooks: Leadership in CNA's 'acceleration to cloud' and business-outcome driven evolutionary architecture., Experience managing global architecture for Commercial and Specialty insurance lines., Recent focus on Generative AI implications for underwriting and automated claims processing mentioned at Insurance Innovators 2025.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your cloud roadmap
Hi Pierre,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Enterprise Architect at CNA, I wanted to ask about something that comes up a lot at insurers your size. Is the document production layer keeping up with the rest of your cloud modernization efforts, or is it still running on a platform that requires a specialist developer every time something needs to change?<br><br>At mega-scale insurers, that bottleneck tends to be invisible until it isn't. Declarations pages, endorsements, renewal notices, certificates, claims correspondence across millions of policyholders. Every template change routed through someone who knows the composition system. With your E&S expansion through Cardinal and the cyber insurance build-out, I'd imagine the document change volume is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architecture dependency on specialist document developers. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Pierre,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I'll be straight with you: I don't have a single named insurance case study with a clean before-and-after metric to share. What I can tell you is the pattern across the 60+ insurance organizations we work with. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly with controls in place, and the wait for a specialist developer to touch declarations pages or endorsements stops being part of the process.<br><br>For an enterprise architecture team, that matters differently. You're not just solving a document queue problem. You're removing a hard dependency from your modernization stack, one that tends to resurface every time a regulatory change hits or a new product line like Cardinal E&S needs its own document variants fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk from legacy cloud upgrades
Subject: One last thing on document infrastructure
Hi Pierre,<br><br>Sent you a couple of notes about the document infrastructure piece at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your modernization roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Pierre, appreciate you connecting.
Sent you a few emails about getting template changes off developer queues, given how tight the senior dev market has gotten at the $150K+ level. At MHC we help insurers move document template ownership to the business side so those cycles go back to engineering work that actually needs them. Allstate, Intact, and Acuity have all made that shift, and we're now working with 25+ carriers across the market.
Worth a quick conversation to see if any of this is relevant?
Chris
Anil Thakur
Director - Middleware and Document Management Systems
operations · director
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📋 UNLOCK1.PDF
Angle: middleware/ECM expertise with Documaker + Thunderhead
Hooks: Experience with Thunderhead and IBM ECM suite including FileNet and Datacap, Recent promotion to Director of Middleware and Document Management Systems (April 2025), Current role oversight of CNA's heterogeneous on-premise and public cloud middleware infrastructure
posture: peer CTA: soft type: problem_first
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Subject: Doc template changes at CNA
Hi Anil,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing middleware and document management at CNA, I wanted to ask about something we run into a lot at large commercial insurers. Does updating policyholder-facing documents still require going through a developer who knows the composition system, or has your team found a way to hand that off to the business side?<br><br>At CNA's scale, that dependency adds up fast. A regulatory change hits one state, or the Cardinal E&S launch needs new policy forms, and suddenly it's a developer project instead of a business task. The ticket queue fills up and the people who actually know what the document should say are waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Anil,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Allstate runs their policyholder communications on MHC NorthStar CCM. The pattern we see consistently: once business users can manage templates directly, with approval workflows built in, the wait on IT disappears. Compliance makes the change the same day. IT stays focused on higher-priority infrastructure work.<br><br>That matters especially at your volume. With millions of policyholders across commercial lines and now an expanding E&S book under Cardinal, any delay in pushing updated policy forms, endorsements, or cancellation notices is a real operational risk.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Anil
Hi Anil,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Anil, good to be connected. Sent you a few emails recently around the IT dependency piece on document template changes, so figured I'd reach out here too.
At MHC we help insurers move template ownership to the business side, off the developer queue. Carriers like Allstate and Intact have gone that route, and we work with 25+ insurers overall at this point.
Given your remit covers document management at CNA, there may be some overlap worth talking through at some point. Happy to reconnect here if the timing ever works.
Chris
Pushkraj Chaudhari
Solutions Architect, Enterprise Architecture
engineering · manager
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📋 UNLOCK1.PDF
Angle: enterprise architecture at CNA Insurance and legacy Oracle Documaker footprint
Hooks: Your 6-year tenure at CNA across app dev and enterprise architecture, Background with University of Pune and technical depth in insurance systems, CNA's mega-scale document volume for renewals, claims, and declarations
posture: peer CTA: soft type: problem_first
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Subject: Document templates at CNA
Hi Pushkraj,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at CNA, I wanted to ask about something that comes up constantly at large insurers. Is the document layer one of those things that keeps surfacing as a blocker when your team is trying to move other infrastructure forward?<br><br>At CNA's scale, with millions of policyholders across commercial P&C lines, document template changes tend to require developers who know the system inside out. When that expertise is scarce or tied up elsewhere, things like policy form updates, endorsements, and renewal notices end up sitting in a queue instead of going out the door.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your architecture team from maintaining document systems that the business side could own directly. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Pushkraj,<br><br>Following up on what I sent about the document layer piece.<br><br>One thing I should have included: the pattern we see at insurers your size is pretty consistent. The team running legacy document infrastructure spends a disproportionate amount of time on template maintenance. Developer availability becomes the bottleneck for what should be a compliance or operations task.<br><br>With carriers like Guardian Life, Allstate, Intact Financial, and Acuity running their policyholder communications on MHC, the story is similar across the board. Business users start managing templates directly, with approval workflows built in, and IT stops being the bottleneck for every policy form update, endorsement change, or cancellation notice that needs to go out.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With CNA expanding into E&S lines through Cardinal and building out cyber, the speed at which you can push document changes across new product lines matters. The old model of routing every template update through a small pool of platform specialists doesn't hold up at that pace.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change, business-user frustration, compliance anxiety.
Subject: One last thing, Pushkraj
Hi Pushkraj,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Pushkraj, appreciate you connecting.
Sent you a couple of emails about the document infrastructure gap sitting in the modernisation roadmap and the developer dependency piece. At MHC we help insurers move template ownership off IT queues so the business can handle changes directly. Allstate and Intact have both done this, along with 25 or so other carriers we work with across the market.
Given your architecture role at CNA, figured LinkedIn might be a better place to pick this up than the inbox.
Worth a quick conversation to see if any of this is relevant?
Chris
Mahmood Khan
Senior Vice President & Global Chief Information Security Officer
engineering · vp
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📋 CUSTOM1.PDF
Angle: strategic security leadership and talent development
Hooks: Recognition as a 2026 ChicagoCISO ORBIE Super Global Finalist, Engagement with the Chicago U.S. Secret Service Cyber Fraud Task Force, Focus on building high-performing teams and mentoring cybersecurity apprentices from City Colleges of Chicago
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at CNA
Hi Mahmood,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing information security at CNA, I wanted to ask about something that comes up a lot with insurers at your scale. When a security requirement or compliance mandate changes, does getting that reflected in customer-facing documents still require a developer to touch the template?<br><br>At a company like CNA, with millions of policyholders across commercial P&C lines, that dependency can be a real friction point. Policy documents, endorsements, renewal notices, certificates of insurance. Any change to any of them goes through a queue. The bigger the book of business, the longer that queue gets.<br><br>With the Cardinal E&S launch and the expanded cyber proposition, I'd imagine the volume of new and updated document templates is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the developer dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mahmood,<br><br>Following up on what I sent about document template changes at CNA.<br><br>One example worth sharing: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. The short version is that their ops team stopped waiting on developers for every document update.<br><br>At CNA's volume, with endorsements, certificates, and policy documents running across commercial and specialty lines, that kind of bottleneck adds up fast. When a state regulation changes or a new cyber product needs updated disclosure language, the people who know what the document should say can make the change directly. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>With the Cardinal E&S build-out adding new document variants, that flexibility matters more than it did a year ago.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy architecture as a security and operational liability
Subject: One last thing, Mahmood
Hi Mahmood,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: CUSTOM1.PDF
Mahmood, good to have you in the network.
I sent a few emails about the IT dependency piece I mentioned, the volume of template change requests sitting in developer queues at a company like CNA. Didn't want to leave it at that without at least reaching out here.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every policyholder communication update. Guardian, Allstate, and Intact are running their policyholder communications on MHC across 60+ insurance organisations.
If any of this lands, feel free to reach out whenever.
Chris
Joel Schneider
Vice President, Strategy and Transformation
operations · vp
active
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influencer
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📋 ULTIMA1.PDF
Angle: underwriting innovation and data sophistication
Hooks: Your panel at Underwriting Innovation USA on leveraging automated efficiencies and combatting AI bias., Your focus on 'Insurance • Strategy • Technology • Analytics • Operations' to drive transformation at CNA., CNA's 2025 record net income and the expansion of the India Technology Center as a digital/data accelerator.
posture: peer CTA: soft type: problem_first
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Subject: CNA + document infrastructure
Hi Joel,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategy and transformation at CNA, I wanted to ask about something that comes up a lot at commercial P&C carriers your size. With the Cardinal E&S launch and the expanded cyber proposition, are document template changes still dependent on a developer who knows the underlying system?<br><br>At your volume, that dependency gets expensive fast. Manuscript endorsements, surplus lines filings, policy forms, certificates of insurance — any change to those has to go through someone who knows the platform internals. When your business is moving into new lines like E&S, that bottleneck slows down the document layer even when everything else is ready to go.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer keeping pace with what your transformation team is building. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) causing a transformation bottleneck for manuscript endorsements and surplus filings.
Hi Joel,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC NorthStar CCM. That's alongside 60+ other insurance organizations. The pattern we see across all of them is similar. The insurer moves to MHC, the compliance and underwriting ops teams start managing templates directly, and the wait for IT to touch the document disappears.<br><br>For a carrier expanding into E&S, that matters. Manuscript endorsements and surplus filings are by definition non-standard. Every new form is a template project. If your business team has to write a ticket every time one needs to be created or adjusted, the document layer becomes the slow lane in a business that's trying to move fast.<br><br>MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls. Your IT team sets the guardrails. Your ops or compliance team works within them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate alternatives to architecture lock-in; modernize DocOps to allow business users to manage template changes without IT tickets.
Subject: One last thing, Joel
Hi Joel,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA's new lines grow, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate (T2) manage 25+ complex insurance document types, with Aspire ranking MHC #1 for mid-market CCM. · Asset: ULTIMA1.PDF
Hey Joel, appreciate you connecting.
I sent a few emails about the Documaker talent gap driving up costs on manuscript endorsements and surplus filings. At MHC we help insurers move that kind of template work off developer queues and to the business side.
Guardian and Allstate both run 25+ complex document types through MHC now, which is part of why Aspire ranked us number one for mid-market CCM.
Given what's on your plate at CNA with the transformation work, worth a quick conversation to see if any of this is relevant?
Chris
Matthew Cahill
VP, Strategy & Transformation
operations · vp
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Angle: strategic modernization & developer scarcity
Hooks: your CPCU and ARM background coupled with your current focus on strategy & transformation at CNA, CNA's record 2025 core income of $1.34B and the recent appointment of Douglas M. Worman as CEO, the ongoing recruitment for Senior Enterprise Architects in Chicago to support CNA's tech modernization
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Matthew,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategy and transformation at CNA, I wanted to ask about something that comes up a lot at carriers your size. Is the document production layer keeping up with the rest of your modernization efforts, or is it one of those things that keeps landing back on the roadmap?<br><br>At organizations running older document platforms, the pattern we see is that every template change, whether it's a declarations page, an endorsement, a renewal notice, or a cancellation, still requires a developer to touch it. With the E&S buildout and the cyber proposition expanding, that kind of dependency can slow things down in ways that are hard to explain to leadership.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the drag that document systems put on transformation timelines. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Matthew,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We've seen this play out across several carriers. The move to MHC means the compliance or operations team handles template changes directly, without writing a ticket and waiting on a developer who knows the legacy system. For a carrier with CNA's policyholder volume, that matters most when a regulatory change has to propagate across policy forms, endorsements, and state-specific notices fast.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC now. The honest version: I don't have a single insurance case study with one clean metric. What I can tell you is the pattern. The carrier moves over, the business side starts managing templates directly, and the wait disappears.<br><br>That's what MHC NorthStar CCM does differently: the compliance and ops teams make the change, with controls in place, without pulling a developer off higher-priority work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Matthew
Hi Matthew,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point on the transformation side, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Matthew, appreciate the connection.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically the Documaker piece and getting template changes off the developer queue. Figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. Allstate and Intact have both gone through this, and we're now working with 25+ insurers across the market.
Worth a quick conversation to see if any of this is relevant?
Chris
Christina Lee
Senior Vice President, Head of Legal, US Businesses
operations · vp
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Angle: regulatory and operational leadership in US business units
Hooks: Leadership role as SVP Head of Legal for US Businesses at CNA Insurance since Oct 2021, Experience leading teams providing product and operational support for Commercial P&C, Specialty, and Claims, Recognition as 2025 Guidewire Innovation Award winner for Guidewire Cloud and Jutro Digit initiatives at CNA
posture: peer CTA: soft type: problem_first
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Subject: Document ops at CNA
Hi Christina,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing legal and operations across CNA's US businesses, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across commercial P&C lines, does every policyholder-facing document change still require a developer who knows the legacy system inside and out?<br><br>At companies running older document platforms, that usually means declarations pages, endorsements, renewal notices, and policy correspondence all sitting in a queue behind a shrinking pool of specialists. When a state regulatory update hits or CNA rolls out something new under the Cardinal E&S brand, the timeline to get compliant documents out the door is only as fast as that queue moves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on specialized developers for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and shrinking pool of legacy developers costing $150K+
Hi Christina,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: we see this play out specifically around compliance. When a state changes a required disclosure, or when a new product line like a cyber endorsement needs updated policy language, the change has to go through whoever knows the legacy composition system. At CNA's volume, that's not a one-template problem. That's dozens of variants across states, lines of business, and distribution channels.<br><br>The access and 508 accessibility requirements add another layer. If the developer queue is the only path to a compliant template, every regulatory deadline becomes a project.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see: the insurer moves to MHC NorthStar CCM, the compliance and legal teams start managing template language directly, and the wait disappears. IT stops being the bottleneck for every document change.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Ensuring compliance and 508 accessibility standards aren't compromised by the lack of specialized Documaker developer resources
Subject: One last thing, Christina
Hi Christina,<br><br>Sent you a couple of notes about document operations at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA scales the E&S build-out or the cyber line, feel free to reach out.
Proof: MHC helps top insurers like Guardian and Allstate modernize document operations without the legacy developer bottleneck · Asset: ULTIMA1.PDF
Hey Christina, glad we're connected.
I sent a few emails about the IT ticket bottleneck on template changes and the shrinking pool of Documaker developers that comes with it. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off the developer queue and to the business side. Carriers like Guardian and Allstate have used that approach to cut the legacy developer dependency without a rip-and-replace.
Worth a quick conversation to see if any of this is relevant?
Chris
Radha Kanakamedala
VP - Application Development
engineering · vp
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Angle: strategic_transformation_vision
Hooks: Leadership in CNA's multi-year business transformation using Guidewire ClaimCenter to modernize claims processes and customer service., Overseeing the expansion of the CNA India Technology Center to drive digital and data analytics innovation for global portfolios., Recent record-breaking FY 2025 net income of $1.28B positioning CNA as a top-tier commercial P&C performer.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at CNA
Hi Radha,<br><br>Chris here from MHC Automation.<br><br>Given your role in application development at CNA, I wanted to ask about something we see come up a lot at commercial insurers your size. With the Cardinal E&S launch and the cyber proposition expansion, I was curious whether the document layer is keeping pace with that growth, or if every new template and policy form still requires a developer to touch it.<br><br>At carriers running older document platforms, that's usually the bottleneck. A product team spins up a new line or brand, and the document side becomes a developer project. Declarations pages, endorsements, certificates, cancellation notices, all queued behind whoever knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get the document layer off the developer queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Radha,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>When Allstate moved their policyholder communications to MHC, the pattern was similar to what I described. Business users started managing templates directly, with approval workflows built in, and the IT ticket queue for document changes stopped growing. That kind of flexibility matters when a new line like E&S is scaling fast and forms need to change frequently.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>At CNA's volume, with millions of policyholders across commercial lines, every day a form sits in a queue waiting on a developer is a day someone in product or compliance is waiting too.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Radha
Hi Radha,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Radha, glad we're connected.
I sent a few emails about the developer scarcity piece and how legacy document infrastructure tends to sit right in the middle of modernisation roadmaps. Figured LinkedIn might be a better place to continue that.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate and Acuity have both gone that route, and it's shifted a real chunk of ticket volume away from dev teams.
Given your role at CNA, there might be some overlap worth exploring. If any of this lands, feel free to reach out whenever.
Chris
Brad Rothenberg
Vice President, Claim Transformation & Technology
operations · vp
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Angle: recent Guidewire innovation award + claims correspondence focus
Hooks: Congrats on CNA's 2025 Guidewire Innovation Award for the Cloud and Jutro Digitization initiative—it’s a clear signal of your commitment to modernizing the policyholder journey., Noticed your background leading the rollout of image-based claim filing systems at AIG; your current focus on claims transformation at CNA seems to be hitting a similar high-scale modernization curve., Saw your recent advocacy for EvolutionIQ—it’s clear you're prioritizing AI-driven guidance to reduce friction in the claims process.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at CNA's scale
Hi Brad,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claim transformation at CNA, I wanted to ask about something we see come up a lot at carriers your size. When a claims workflow changes or a new correspondence requirement comes in, does updating the actual document templates still require going through a developer to get it done?<br><br>At mega-carrier scale, that bottleneck gets expensive fast. Millions of claimants, dozens of document variants, and every change sits in a queue waiting on someone who knows the composition system. The team that knows what the letter should say isn't the team that can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims ops team move faster on document changes without creating a backlog for IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Brad,<br><br>One more thought on the claims document piece I mentioned.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by giving their ops team direct control over template changes.<br><br>The pattern that mattered: when a requirement changed, the people who owned the outcome made the update. No ticket, no wait. At CNA's volume, with claims correspondence going out to policyholders across commercial P&C and your newer E&S lines under Cardinal, that kind of turnaround matters. A regulatory change or a new coverage type shouldn't mean a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brad
Hi Brad,<br><br>Sent you a couple of notes about claims document operations at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Brad, glad you connected.
I sent a few emails about getting document changes off the developer queue, which I imagine lands differently when you're in the middle of a transformation programme. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every communication update. Guardian, Allstate, and Intact all run their policyholder communications on MHC, across 60+ insurance organisations.
If any of this lands, feel free to reach out whenever.
Chris
Deshawne Banks
Underwriting Operations General Manager
operations · manager
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Angle: Process Engineering & Service Delivery
Hooks: Experience in 'Underwriting Operations Process Engineering Excellence' at CNA, Focus on reducing bureaucracy in policy issuance and submission technology, Ensuring accurate and timely delivery of complex renewals and new business policies
posture: peer CTA: soft type: problem_first
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Subject: Document changes at CNA
Hi Deshawne,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting operations at CNA, I wanted to ask about something that comes up a lot at large commercial insurers. When a policy form, endorsement, or renewal notice needs to be updated, does that change still require an IT ticket and a wait before it goes out?<br><br>At CNA's scale, with millions of policyholders across commercial P&C lines, that kind of bottleneck adds up fast. A regulatory change hits, a new E&S product launches like Cardinal, and the ops team is waiting on a developer who has to get to it between other priorities. By the time the document is updated, the window has tightened.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit for what your team is dealing with. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Deshawne,<br><br>Following up on what I sent about document change turnaround at CNA.<br><br>I want to be straight with you: I don't have a single insurance case study with a hard metric I can point to. What I can tell you is the pattern we see across insurers. A company moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait for IT to process every change disappears.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The setup that keeps coming up is the same: declarations pages, endorsements, renewal notices, cancellation notices, all pulling from multiple policy admin systems, and every template locked behind a developer.<br><br>With the Cardinal E&S launch and the expanded cyber proposition, I'd imagine your team is dealing with new product forms that need to get out fast and stay current. That's exactly where the developer dependency becomes a real ops problem.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Deshawne
Hi Deshawne,<br><br>Sent you a couple of notes about document change workflows at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for the ops team, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC for CCM modernization. · Asset: ULTIMA1.PDF
Hey Deshawne, appreciate you connecting.
I sent a few emails over the past couple weeks about the ticket wait on template changes, so figured I'd reach out here too since that's a different channel than your inbox.
At MHC we help insurers move document template ownership to the business side so changes don't sit in an IT queue. Guardian and Allstate are both running on it now, along with a couple dozen other carriers we've brought across from legacy platforms.
Worth a quick conversation to see if any of this is relevant?
Chris
Saumil Desai
Head of Engineering and Enterprise Architecture
engineering · vp
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Angle: enterprise architecture at CNA
Hooks: Head of Engineering and Enterprise Architecture at CNA Insurance, Recent expansion of the CNA India Technology Center for digital product and data analytics, Parent company CNA reported record 2025 net income of $1.28 billion
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: No vendor
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: ULTIMA1.PDF
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Dan Wuest
SVP - Products, Engineering & Architecture
engineering · vp
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Angle: strategic systems modernization
Hooks: Speaking session at Tech Showcase Chicago on transforming legacy systems with an evolutionary approach., Your current focus on Tech Portfolio Execution and modernizing CNA's diverse technology stack., Recent core income growth of $1.34B in 2025 providing tailwinds for infrastructure investment.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Nick Skertich
Director of Operations
operations · director
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Angle: document-heavy operations at CNA amid massive growth and core income records
Hooks: your oversight of CNA's operational efficiency during a record-setting year with $1.3 billion in core income, CNA's focus on scaling endorsements, renewals, and claims correspondence following the transition to Doug Worman's leadership, managing high-volume insurance document output (declarations, certificates, ID cards) within CNA's legacy tech stack
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: the 'IT ticket' bottleneck where every Documaker template change requires scarce $150K+ developers, stalling operational agility
—
Reframe: legacy platforms like Documaker often default to architecture lock-ins—modernizing allows business users to own template changes without technical debt
Subject: —
—
Proof: T2_metric|Guardian and Allstate (Insurance) achieved higher throughput by separating document composition from developer-heavy IT roadmaps · Asset: ULTIMA1.PDF
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Kevin Fennewald
Director, Technology Architecture
engineering · director
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Angle: IT architecture alignment and vendor liaison role
Hooks: Your 14-year tenure as Director of Technology Architecture at CNA, Your background leading Enterprise Content Management (ECM) initiatives and directing outsourcing for 200+ apps, Your focus on aligning technology standards with business goals and roadmap development for application platforms
posture: peer CTA: soft type: problem_first
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Subject: Document templates, CNA
Hi Kevin,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology architecture at CNA, I wanted to ask about something we see come up constantly at carriers your size. Is document template maintenance still a developer-dependent workflow, where every change to a policy form or notice has to go through someone who knows the underlying composition system?<br><br>At mega-scale insurers, that dependency tends to compound fast. With millions of policyholders across commercial P&C lines, declarations pages, endorsements, certificates, cancellation notices, any template change becomes a project. The developers who can touch those templates are expensive, hard to backfill, and usually pulled in a dozen directions.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change workflow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Kevin,<br><br>Following up on what I sent about the developer dependency piece.<br><br>I'll be honest with you on the insurance proof side: we work with Guardian Life, Allstate, Intact Financial, Acuity, and 60+ other carriers, but I don't have a single insurance case study with a specific metric I can drop here. What I can tell you is the pattern we see every time.<br><br>The carrier moves to MHC NorthStar CCM, and the compliance or ops team starts managing template changes directly, with approval workflows built in. The wait disappears. IT stops being the bottleneck for every declarations page update, endorsement revision, or cancellation notice that has to go out across millions of policyholders.<br><br>For a carrier expanding into new lines like E&S, that matters. New lines mean new forms, new state filings, new document variants. If every one of those requires a developer who knows the composition system, the backlog builds before you've even written the first policy.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change, IT=architecture lock-in risk
Subject: One last thing, CNA
Hi Kevin,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
Hey Kevin, glad you connected. Sent you a few notes recently about the developer scarcity issue and the document layer slowing down modernisation work, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so architecture teams stop absorbing document change requests. Carriers like Guardian, Allstate, and Intact have gone that route, and it tends to free up engineering capacity for the roadmap work that actually matters.
Happy to reconnect here if the timing ever works.
Chris
Mary Bach
Digital Experience Director
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Angle: Legacy-blocked modernization of claims and broker documents.
Hooks: 8-year tenure at CNA with experience bridging Operations and Digital Experience., CNA's massive 2025 net income growth and digital product expansion in India as a catalyst for modernization., Managing digital experience across complex document types like manuscript endorsements and surplus lines filings.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at CNA
Hi Mary,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital experience at CNA, I wanted to ask about something that comes up a lot at commercial insurers your size. When your teams need to update broker-facing documents, endorsements, or claims correspondence, does that still require going through a developer to make it happen?<br><br>At organizations with millions of policyholders, that dependency adds up fast. A regulatory change, a new endorsement form for the Cardinal E&S launch, a broker communication tied to your expanded cyber offering. Each one becomes an IT project instead of a same-day update.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way we can help your team move faster on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a $150K+ talent gap that blocks the digital experience roadmap for surplus lines and endorsements.
Hi Mary,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We worked closely with Guardian Life and Allstate on exactly this. Their compliance and ops teams were waiting on the same small pool of developers for every template change. Once they moved to MHC NorthStar CCM, the business side started handling updates directly, with controls in place. The ticket never gets written.<br><br>Allstate and Guardian run policyholder communications across dozens of document types on MHC now. The pattern is consistent: insurer moves over, the ops team stops waiting on IT, and document changes that used to take weeks happen the same day.<br><br>That matters especially when something like a new E&S product or a cyber endorsement update has to reach brokers and policyholders at CNA's volume without a development sprint attached to it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your document platform should not be your biggest liability; legacy tech debt in claims reserves and broker comms prevents the agility your 2025 growth demands.
Subject: One last thing, Mary
Hi Mary,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup becomes a friction point for your digital experience roadmap, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: MHC helped Guardian and Allstate eliminate IT dependency bottlenecks, similar to how Natera cut template change cycles from 2.5 weeks to just 2 days. · Asset: ULTIMA1.PDF
Good to be connected, Mary.
Sent you a few emails recently about the document infrastructure gap sitting inside the digital experience work at CNA. Specifically the Documaker side, where every template change routes back through a developer queue before anything moves.
At MHC we help insurers shift that ownership to the business side so IT isn't the bottleneck on every update. Natera got template change cycles down from 2.5 weeks to two days after making that switch, which is roughly the kind of unlock that tends to matter when you're trying to move a roadmap forward.
Happy to reconnect here if the timing ever works.
Chris
Brittany Brunson
Underwriting Operations General Manager
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Angle: internal promotion and operational oversight of policy issuance
Hooks: Congrats on the recent step up to Underwriting Operations General Manager at CNA—impressive trajectory from the Supervisor role in just under two years., Given your background handling policy quoting, issuance, and compliance transactions at Travelers, you likely have a front-row seat to the friction caused when Underwriting is ready to ship a new product but Documaker logic updates are stuck in a 4-week IT ticket queue.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at CNA
Hi Brittany,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing underwriting operations at CNA, I wanted to ask about something that comes up a lot at carriers your size. Does updating policy documents, endorsements, certificates, or renewal notices still require going through IT and waiting on a developer who knows the system?<br><br>At mega-carriers, that bottleneck tends to get expensive fast. When CNA is spinning up new lines like Cardinal E&S or expanding cyber offerings, the document layer has to keep up. New endorsements, updated certificates, revised policy forms. If every change needs a developer ticket, the ops side ends up waiting on the wrong queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to IT's backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Brittany,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: Allstate and Guardian Life both run their policyholder communications on MHC NorthStar CCM, alongside 60+ other insurance organizations. The pattern we see at carriers their size is consistent. Once business users can manage templates directly, the IT ticket queue for document changes stops growing. Compliance makes the change. The endorsement goes out. IT never has to get involved.<br><br>That matters especially when you're standing up something like Cardinal E&S or adding new cyber policy forms. Those aren't slow rollouts. The document layer has to move at the same pace as the product team, and on most legacy platforms, it doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brittany
Hi Brittany,<br><br>Sent you a couple of notes about document operations at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA scales into new lines, feel free to reach out.
Proof: MHC helps mega-insurers like Allstate and Guardian manage massive template libraries without the IT bottleneck. For high-volume environments, we often eliminate the need for specialized developers to handle every endorsement or certificate change. · Asset: ULTIMA1.PDF
Appreciate you connecting, Brittany. I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, so figured LinkedIn was worth a shot.
At MHC we help insurers move template changes off the developer queue and into the hands of the business team. Allstate and Guardian both run large template libraries through us now without routing every endorsement update through a specialized dev.
Given underwriting ops, that model might resonate, or it might not be the right fit at all right now. Happy to reconnect here if the timing ever works.
Chris
Danielle Bartosiewicz
AVP, Data Insights and Analytics
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Angle: strategic data-driven underwriting and CNA's record 2025 financial performance
Hooks: your focus on providing data solutions for Specialty and Commercial lines since joining CNA in January, CNA's record $1.28 billion net income in 2025 as a backdrop for modernization, the goal of upskilling underwriting consultants with purpose-driven communication and data storytelling
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at CNA
Hi Danielle,<br><br>Chris here from MHC Automation.<br><br>Given your role in data and analytics at CNA, I wanted to ask about something we see come up often at large commercial P&C carriers. When your teams need to update customer-facing documents, does that still require going through IT and waiting on a developer to touch the template?<br><br>At CNA's scale, with millions of policyholders across commercial lines, that wait adds up fast. Declarations pages, endorsements, renewal notices, certificates of insurance. Any time a regulatory change hits or a new product line like Cardinal E&S goes live, someone has to queue up a ticket before the document side can move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Danielle,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We've helped 25+ insurers, including Guardian Life and Allstate, move document template management off the IT backlog entirely. The compliance or ops team makes the change directly, within controls IT sets, and it goes out the same day instead of waiting on a developer queue.<br><br>That matters most when something moves fast. A new E&S product launching under Cardinal means new policy forms, new endorsement language, new certificates of insurance. On most legacy document platforms, that's a developer project before it's a product project.<br><br>MHC NorthStar CCM removes that step. The people who know what the document should say handle it directly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One last thing, Danielle
Hi Danielle,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA keeps scaling, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate modernize document operations without the heavy IT lift. · Asset: UNLOCK1.PDF
Danielle, appreciated the connection.
Sent you a few emails about getting document changes off the developer queue, which I know competes with bigger priorities for IT at a company like CNA. At MHC we help insurers move template ownership to the business side without the heavy IT lift, and it's something Guardian and Allstate have both worked through with us.
Not sure if the timing is right on your end, but it seemed worth a different channel after the emails.
If any of this lands, feel free to reach out whenever.
Chris
Christopher Cotner
Assistant Vice President, Solutions & Architecture
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Angle: IT architecture modernization & Guidewire Cloud initiative
Hooks: AVP of Solutions & Architecture at CNA since 2015, CNA's 2025 Guidewire Innovation Award for Guidewire Cloud and Jutro Digital, Focus on architecture simplification amidst complex insurance document types like declarations and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document layer and Guidewire Cloud
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role in solutions and architecture at CNA, I wanted to ask about something that comes up a lot when insurers are mid-way through a Guidewire Cloud migration. Does the document composition layer keep pace with the rest of the modernization work, or does it tend to lag behind because every template change still runs through a developer?<br><br>At CNA's scale, that lag adds up fast. Millions of policyholder communications, declarations pages, endorsements, renewal notices, certificates, cancellation notices, all tied to templates that only a handful of people can touch. When the business side needs a change, it becomes an IT project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on the document layer without slowing down your architecture work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity ($150K+ per developer) for template changes in Documaker.
Hi Christopher,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC, managing 1,000+ templates without routing changes through IT. When a regulatory update hits or a new product line like Cardinal E&S needs its own document variants, the people who own the content make the change directly. IT stops being the bottleneck.<br><br>That matters especially when you're already carrying the load of a Guidewire Cloud migration. The document composition layer shouldn't be adding tickets to the queue while that's in flight.<br><br>At CNA's volume, with millions of policyholders across commercial lines, even a two-week delay on a template change has real downstream consequences. Endorsements, renewal notices, certificates, all of it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing technical debt by decoupling document composition from the core architecture to allow business-user self-service.
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about the document layer at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point during the Guidewire work, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) rely on MHC to manage 1,000+ templates without IT bottlenecks. · Asset: CUSTOM1.PDF
Hey Christopher, good to be connected.
Sent you a few emails about the IT dependency piece on Documaker template changes, so I won't rehash that here. At MHC we help insurers move that ownership off the developer queue and onto the business side. Guardian and Allstate both manage 1,000+ templates through us now without routing changes through IT.
Given your architecture role at CNA, figured this channel might be a better place to have a real conversation about whether any of it fits.
Happy to reconnect here if the timing ever works.
Chris
David He
Vice President – Data and AI for Enterprise
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Angle: strategic AI leadership in insurance
Hooks: Leadership on CDO Magazine's Global Editorial Board, Past engineering leadership at Amazon (Alexa) and Microsoft, Overseeing CNA's AI Lab and big data department reporting to the CEO
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data and AI at CNA, I wanted to ask about something that comes up a lot at insurers your size. Is the document layer one of those things that keeps showing up as a blocker when your team tries to move faster on automation and AI initiatives?<br><br>At companies running older document platforms, the core problem is usually the same: every template change, every new form, every update to a policy communication still requires a developer who knows the system. That creates a queue that slows down everything downstream, including the data and automation work your team is probably trying to prioritize.<br><br>With CNA expanding into E&S through Cardinal and pushing deeper into cyber, I'd imagine the volume of new document types and policy communications is growing fast. That kind of growth tends to stress the document layer in ways that aren't obvious until they are.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free up your technical teams for the AI work that actually needs them. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>Following up on what I sent about the document layer blocking higher-priority work.<br><br>Insurance leaders like Guardian Life and Allstate use MHC NorthStar CCM to manage 25+ complex document types without routing every change through a developer. Declarations pages, endorsements, renewal notices, certificates, claims correspondence, all of it.<br><br>The way it works: the compliance or operations team makes the change directly, within controls IT sets. No ticket, no wait. At CNA's scale, with millions of policyholders across commercial P&C lines, that matters especially when a regulatory change hits multiple states at once or a new E&S product line needs its own document set stood up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails. For a team trying to push AI and automation forward, that's one less bottleneck sitting in front of the work that actually requires your attention.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document infrastructure piece at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup ever becomes too much of a friction for the AI and automation work your team is driving, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to manage 25+ complex document types without IT bottlenecks. · Asset: ULTIMA1.PDF
Hey David, appreciated the connection.
Sent you a few notes recently about the IT dependency piece on document templates. At MHC we help insurers move that ownership to the business side so dev capacity stays focused on the AI and data work that actually moves the needle.
Guardian and Allstate manage 25+ complex document types through MHC without routing changes through an IT queue, which tends to matter a lot when engineering bandwidth is already stretched.
If any of this lands, feel free to reach out whenever.
Chris
Gaganpreet Randhawa
Assistant Vice President, Enterprise Architecture (AI/ML, Data & Analytics)
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Angle: enterprise architecture simplification and modernizing legacy doc stacks
Hooks: Mentioning their focus on architecture simplification and technology modernization at CNA., Referencing CNA's recent record full-year net income of $1.28B and growth trajectory., Connecting their background in AI/ML from Google Cloud Next 2026 to automating document workflows.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your arch roadmap
Hi Gaganpreet,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at CNA, I wanted to ask about something that comes up a lot with large commercial P&C carriers: does updating policyholder-facing documents still require going through a developer who knows the composition system inside out?<br><br>At CNA's scale, that dependency tends to get expensive fast. A regulatory change hits, or a new product line launches like your Cardinal E&S build-out, and the document layer becomes the bottleneck. Every change becomes a developer project, even when the business side knows exactly what the document should say.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit, even just at the architecture evaluation level. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for legacy Documaker template changes.
Hi Gaganpreet,<br><br>Following up on what I sent about the document layer piece.<br><br>Something I should have included: we recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The business team handles template changes directly now. IT stops being the bottleneck.<br><br>For an architecture team thinking about tech debt, that's the part that tends to land. One less system where only a developer can make changes. One less dependency that slows down every product or compliance update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>With CNA expanding into new lines like Cardinal E&S, the document requirements will only grow. The earlier the composition layer is sorted, the less it becomes a drag on everything else.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives to avoid architecture lock-in and simplify the tech debt associated with legacy CCM.
Subject: One last thing, Gaganpreet
Hi Gaganpreet,<br><br>Sent you a couple of notes about the document infrastructure piece at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If legacy CCM becomes a friction point in your roadmap, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, and helped Natera reduce cycle times from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
Appreciated the connection, Gaganpreet.
Sent you a few emails about the document infrastructure gap that tends to slow down modernisation work, specifically the IT ticket wait times on legacy Documaker template changes. Didn't want to let that thread go cold without at least saying hello here.
At MHC we help insurers move template ownership off IT queues and to the business side. Optum used that approach to manage 200+ templates across BCBS and Humana accounts, and Natera brought cycle times down from 2.5 weeks to 2 days.
If any of this lands, feel free to reach out whenever.
Chris
Daniel Moore
Senior Vice President, Head of Claims and CAO Shared Services
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Angle: strategic transformation and operational growth leadership
Hooks: Your post about CAO Development Month and achieving 12,500+ learning hours shows a clear commitment to scaling team member DNA., Given your oversight of Claims Operations and Transformation at CNA, the tension between legacy tech and rapid innovation is likely top of mind., Congratulations on CNA being named a 2025 Guidewire Innovation Award winner—modernizing the core makes the document layer even more critical.
posture: peer CTA: soft type: problem_first
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Subject: CNA claims document changes
Hi Daniel,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Claims and Shared Services at CNA, I wanted to ask about something that comes up constantly at large commercial P&C carriers. When a claims correspondence template needs to change, does that still require going through IT and waiting on a developer to touch the system?<br><br>At your scale, that wait adds up fast. Millions of policyholder touchpoints, claims letters, coverage notices, correspondence tied to E&S lines, all sitting behind a development queue. When a regulatory change hits or a new product line launches, the document layer becomes the bottleneck.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Daniel,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The pattern we see every time is the same. The insurer moves over, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document update.<br><br>With CNA expanding into E&S through Cardinal and building out the cyber insurance side, you're likely adding new document variants faster than the existing workflow was designed to handle. Claims correspondence, coverage confirmations, endorsements tied to new product lines. Every one of those needs a template, and right now that probably means a ticket and a wait.<br><br>That's what MHC NorthStar CCM does differently: your ops team makes the change the same day, with controls in place, without pulling a developer off something more important.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Daniel
Hi Daniel,<br><br>Sent you a couple of notes about the document ops piece at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Daniel, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket wait on template changes. At MHC we help insurers move template ownership to the business side so those queues stop being the bottleneck.
Companies like Guardian, Allstate, and Acuity have made that shift, and it tends to matter most in operations-heavy functions like claims and shared services where change volume is high.
If any of this lands, feel free to reach out whenever.
Chris
Luke Mellors
Vice President, Information Technology (CNA Canada)
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Angle: transformation leadership at CNA Canada and data-driven CX focus
Hooks: your role leading CNA Canada's technology transformation journey, focus on turning fragmented data into connected insights for customer experience, recent partnership with mea Platform to enhance insurance operations using AI
posture: peer CTA: soft type: problem_first
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Subject: Document ops at CNA Canada
Hi Luke,<br><br>Chris here from MHC Automation.<br><br>Given your IT leadership role at CNA Canada, I wanted to ask about something that comes up a lot at large commercial P&C carriers. When your team needs to update customer-facing documents like policy renewals, endorsements, or claims correspondence, does that still require a developer to touch it?<br><br>At companies your size, those requests tend to pile up. A compliance change hits, or a new product line launches like an E&S expansion, and the document layer becomes the bottleneck because only a handful of people can actually open the system and make the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes at CNA. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity is a bottleneck for CNA's transformation, especially when simple template changes for renewals or claims require $150K+ developers.
Hi Luke,<br><br>Following up on what I sent about the document ops bottleneck.<br><br>One thing I should have mentioned: we've seen insurers cut template delivery from several weeks down to a few days after moving off developer-dependent systems. The shift is usually the same, compliance or ops teams start managing their own templates directly, and IT stops being the queue for every renewal notice or endorsement change.<br><br>That matters especially when you're spinning up something new. A dedicated E&S brand means new policy forms, new endorsement language, new correspondence. On most legacy CCM platforms, that's a developer project. With MHC NorthStar CCM, the business side handles it with controls in place.<br><br>Guardian Life, Allstate, and Acuity run their policyholder communications on MHC alongside 60+ other carriers. The pattern is consistent: the IT ticket for document changes stops getting written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of scaling a shrinking pool of Documaker specialists, evaluate self-service document operations that empower business users to manage renewals and endorsements.
Subject: One last thing, Luke
Hi Luke,<br><br>Sent you a couple of notes about document infrastructure at CNA Canada. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate (where you previously led data innovation) modernize document workflows, with some clients reducing template delivery from weeks to days. · Asset: UNLOCK1.PDF
Hey Luke, good to be connected.
Sent you a few emails about the document infrastructure gap in the modernisation work at CNA Canada, so you have some context already. At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian has seen template delivery drop from weeks to days after making that shift, and it shows up quickly on renewal and claims cycles where change velocity actually matters.
Happy to reconnect here if the timing ever works.
Chris
Jackson Munuo
Vice President, IT
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Angle: strategic tech risk & governance leadership at CNA
Hooks: your deep expertise in technology risk and governance at CNA Insurance, CNA's massive scale in commercial lines like declarations and claims correspondence, the recent transition to Doug Worman as CEO and your record 2025 growth of $1.28B
posture: peer CTA: soft type: problem_first
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Subject: CNA + document template overhead
Hi Jackson,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT at CNA, I wanted to ask about something that comes up a lot at carriers your size. Is document template maintenance still a developer-dependent process, where every policy form or endorsement change has to go through someone with deep platform knowledge to get done?<br><br>At mega-carriers, that dependency tends to get expensive fast. The pool of developers who know these older composition platforms well is shrinking, and the ones who do know it aren't cheap. When a regulatory change hits or a new product line launches, the backlog builds up in ways that are hard to explain to the business side.<br><br>With CNA expanding into E&S through Cardinal and building out the cyber insurance line, I'd imagine the document change volume is going up, not down. New products mean new forms, new endorsements, new customer-facing correspondence, and all of that has to get out the door accurately and on time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the high cost ($150K+) of maintaining shrinking pools of specialized developers for legacy systems like CNA's.
Hi Jackson,<br><br>Following up on what I sent about developer overhead on your document infrastructure.<br><br>One thing I should have included: Acuity Insurance and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern at both was similar. Declarations pages, endorsements, renewal notices, cancellation correspondence, all managed through a legacy composition platform that required a developer in the loop for every change. Once they moved to MHC, the compliance and product teams started handling template updates directly. The wait for IT disappeared.<br><br>For a carrier like CNA, with the Cardinal E&S launch adding new form sets and the cyber line requiring updated policy language on short cycles, that kind of direct-edit capability matters. A developer shouldn't be the critical path when a state filing deadline or a new product release is on the line.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls that IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to complex cloud upgrades or technical debt, modernize by empowering business users to handle templates, freeing IT architecture from change-request bottlenecks.
Subject: one more thing, Jackson
Hi Jackson,<br><br>Sent you a couple of notes about document template overhead at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA scales the E&S and cyber lines, feel free to reach out.
Proof: Acuity and Allstate leverage MHC to manage high-volume insurance communications efficiently without the legacy developer overhead. · Asset: ULTIMA1.PDF
Hey Jackson, appreciated the connection.
Sent you a few notes recently about the Documaker developer dependency piece at CNA. At MHC we help insurers move template ownership off specialist developer queues and onto the business side. Acuity and Allstate are both running high-volume communications through MHC now without carrying that legacy developer overhead.
Given what those roles cost to retain, it seemed worth at least getting on your radar.
Happy to reconnect here if the timing ever works.
Chris
Bharat Shahdadpuri
Vice President, Analytics
operations · vp
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Angle: strategic data modernization alignment
Hooks: Recognition for the 2025 Guidewire Innovation Award and Workday Innovation Icon award for cloud-based ERP transformation., Leadership of the Single Pane of Glass Analytics (SPOG) initiative and migration from 25-year-old legacy data warehouse to Google Cloud., Extensive history with CNA insurance systems, including past work on PeopleSoft and Informatica upgrades.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at CNA
Hi Bharat,<br><br>Chris here from MHC Automation.<br><br>Given your role in analytics at CNA, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update customer-facing documents, does that still require going through a developer to get it done?<br><br>At mega carriers running millions of policyholder communications, declarations pages, endorsements, renewal notices, that kind of thing, that dependency adds up fast. A regulatory change hits, or a new product line launches like a dedicated E&S brand, and the document layer becomes the bottleneck nobody planned for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your IT team for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bharat,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped Guardian Life and 25+ other insurers modernize their document operations while cutting their reliance on scarce IT resources. The pattern is consistent: business users start managing templates directly, and the wait for developer time disappears.<br><br>That matters especially when a product expansion, like standing up a new E&S brand or rolling out enhanced cyber coverage, means new policy forms, endorsements, and policyholder notices have to go out at scale and on a tight timeline. At CNA's volume, that's a lot of documents waiting on a short list of people who know the system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, Bharat
Hi Bharat,<br><br>Sent you a couple of notes about document operations at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point for CNA's modernization work, feel free to reach out.
Proof: MHC NorthStar helped Guardian and 25+ insurers modernize their document operations while reducing reliance on scarce IT resources. · Asset: ULTIMA1.PDF
Bharat, good to have you in the network.
Sent you a few emails about the IT dependency piece on document changes, so you have some context on what we do. At MHC we help insurers move template ownership to the business side and off the developer queue. Guardian did exactly that, along with 25 or so other carriers who were running into the same resource constraints.
Not sure if it's relevant to what you're focused on at CNA, but happy to reconnect here if the timing ever works.
Chris
Colleen Thomas
Vice President, Technology - Business Relationship Management & Innovation
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Angle: recent Guidewire Innovation Award for CNA's Cloud journey
Hooks: Congratulations on CNA being named a 2025 Guidewire Innovation Award winner—impressive to see the progress with Guidewire Cloud and Jutro., Noted your focus on driving business-IT convergence and 'demystifying the IT world' for your business partners., CNA's commitment to agile delivery and shifting from project-centric to product-centric models.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at CNA
Hi Colleen,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and innovation at CNA, I wanted to ask about something that comes up a lot at carriers your size. When your business teams need to update policyholder documents like declarations pages, endorsements, or renewal notices, does that still require going through a developer to get it done?<br><br>At carriers running millions of policies, that bottleneck tends to get expensive fast. A regulatory change hits, a new product line launches like E&S or cyber, and the document layer becomes the thing everyone is waiting on. The people who know what the document should say are stuck waiting on IT instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your teams move faster when new lines or compliance changes require document updates. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Colleen,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped Intact Financial modernize their policyholder communications infrastructure. The pattern we see at carriers their size: business users needed to update endorsements and renewal notices, but every change ran through a developer queue. Once the ops and compliance teams could manage templates directly, the wait disappeared and IT could focus on higher-priority work.<br><br>That matters especially when you're scaling new lines fast. Launching a dedicated E&S brand or expanding cyber coverage means a wave of new document variants, endorsement language, coverage confirmations, notices. At your volume, with millions of policyholders, that's a lot of templates to push through a system only developers can touch.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One more thing, Colleen
Hi Colleen,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as CNA scales its new lines, feel free to reach out.
Proof: Guardian, Allstate, and Intact · Asset: UNLOCK1.PDF
Colleen, glad you connected. I sent a few emails over the past couple of weeks about the IT dependency piece I mentioned, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off IT queues and to the business side. Guardian, Allstate, and Intact have all gone that route to take pressure off their developer teams on the document side of things.
Given your role spanning technology and the business relationship layer, it seemed worth a note. If any of this lands, feel free to reach out whenever.
Chris
Pradeep Batchu
Director, Developer Experience
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Angle: developer_scarcity
Hooks: Your team mission to reduce manual work and automate tasks via CI/CD pipelines while shifting quality left., Transitioning from Director of Enterprise Architecture to Director of Developer Experience in April 2024., Focus on cloud-native migrations and automating the SDLC to deploy high-quality software faster.
posture: peer CTA: soft type: problem_first
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Subject: Document changes without the dev queue
Hi Pradeep,<br><br>Chris here from MHC Automation.<br><br>Given your role leading developer experience at CNA, I wanted to ask about something we hear about constantly at large commercial insurers. Are your developers still the bottleneck for every policy document or correspondence template change, even the ones that don't require any real engineering judgment?<br><br>At scale, that adds up fast. Declarations pages, endorsements, renewal notices, cancellation letters. Each one technically simple, but locked behind a system only a developer can touch. With CNA expanding into E&S through Cardinal and building out the cyber proposition, I'd imagine the demand for new and updated document templates isn't slowing down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to take some of that template maintenance load off your team. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Pradeep,<br><br>One more thought on the developer bandwidth piece I mentioned.<br><br>We work with a lot of insurers running legacy document platforms where the business side has ideas and the dev team becomes the traffic cop. Guardian Life, Allstate, Intact Financial, and Acuity all moved their policyholder communications to MHC for exactly that reason.<br><br>The pattern is pretty consistent: once business users can manage templates directly, within approval workflows IT controls, the queue for document changes stops growing. Compliance makes the change. Legal reviews it. IT never writes the ticket. With CNA running at your volume across commercial lines, E&S, and now cyber, that kind of flexibility matters when a regulatory update or a new product launch requires documents to go out fast across millions of policyholders.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service.
Subject: One last thing on doc templates
Hi Pradeep,<br><br>Sent you a couple of notes about document template management at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point for your team, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Pradeep, appreciate the connection.
Sent you a few notes about the developer queue piece and how legacy document infrastructure can sit in the way of broader roadmap work. At MHC we help insurers move template ownership off IT and onto the business side, which tends to free up developer capacity for higher-priority work.
Allstate and Acuity have both gone that route, and the driver in both cases was the same tension you're probably navigating around developer bandwidth.
Worth a quick conversation to see if any of this is relevant?
Chris
Tariq Mohajir
VP, Cloud Engineering
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Angle: Cloud modernization lead at CNA overseeing the migration of core enterprise solutions.
Hooks: Current focus on Cloud Migration and DevSecOps within the insurance industry, BS in Computer Engineering with a career-long tenure at CNA (Transportation Insurance parent), Mentioning Donovan Tate joining as Product, Claims Technology Owner to bridge claim doc needs
posture: peer CTA: soft type: problem_first
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Subject: Document layer in the cloud migration, Tariq
Hi Tariq,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing cloud engineering at CNA, I wanted to ask about something that comes up a lot with modernization programs at insurers your size. As you move core enterprise solutions to the cloud, is the document production layer keeping up, or is it one of those things that keeps getting pushed down the roadmap?<br><br>At carriers running Oracle-era document platforms, the pattern is usually the same. The developers who know the system are hard to find and expensive to keep. Every template change, whether it's a declarations page, an endorsement, a renewal notice, or a cancellation letter, has to go back through that same small pool of people. At CNA's volume, that's a real operational constraint.<br><br>With the Cardinal E&S launch and the expanded cyber proposition, I'd imagine the pressure to push new and updated documents out quickly is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document infrastructure off the critical path for your migration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool) while managing Oracle Documaker technical debt.
Hi Tariq,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped Essilor move from a fragmented legacy setup to a single document platform across 30 global locations. They cut their template library by 60% and reduced infrastructure costs by 65%. Straight-through processing went from 25% to 98% in three months.<br><br>The shift that made it possible was getting the business side involved in template changes directly. Compliance and ops teams started handling updates to policyholder-facing documents without routing everything back through a developer queue. IT stopped being the bottleneck for day-to-day document work.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>For a migration like CNA's, that matters. If the document layer is still tied to a platform that requires specialized dev resources to change anything, it becomes an anchor, not just a line item.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap - CCM should be a native part of the cloud architecture, not an isolated legacy hurdle.
Subject: One last thing on the doc layer, Tariq
Hi Tariq,<br><br>Sent you a couple of notes about the document layer in CNA's cloud migration. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the migration, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate; Aspire ranked #1 for mid-market/enterprise modernization. · Asset: UNLOCK1.PDF
Tariq, appreciate you connecting. Sent you a few notes recently about the developer scarcity piece and the Documaker technical debt sitting on your plate at CNA.
At MHC we help insurers move template ownership off IT queues so your engineers aren't triaging document change requests. Guardian and Allstate are both in that boat now, and Aspire ranked MHC number one for mid-market and enterprise modernisation in this space.
Worth a quick conversation to see if any of this is relevant?
Chris
Kevin Chen
AVP, Application Development
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Angle: IT leadership for core underwriting and risk applications
Hooks: Leadership over Enterprise Rating, Pricing, and Risk Control applications, CNA's 2025 Guidewire Innovation Award for Cloud and Jutro Digital, 20+ year tenure at CNA and experience managing flagship insurance premium application change management
posture: peer CTA: soft type: problem_first
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Subject: Document templates at CNA
Hi Kevin,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing application development at CNA, I wanted to ask about something that comes up a lot with IT leaders at carriers your size. Does updating policyholder-facing documents still require a developer who knows the composition system to make the change?<br><br>At a carrier running at CNA's scale, that dependency adds up fast. Policy documents, endorsements, renewal notices, cancellation notices, certificates of insurance — any regulatory update, brand change, or new product launch like Cardinal E&S means someone on your team has to touch the template. When the only people who can do that are developers, it competes with everything else on the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kevin,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We work with carriers like Guardian Life, Allstate, Intact Financial, and Acuity on their policyholder communications. The pattern we see is pretty consistent: the carrier moves to MHC NorthStar CCM, the compliance and product teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every document change.<br><br>That matters especially at your volume. With millions of policyholders across commercial lines, cyber, and now E&S through Cardinal, any regulatory notice or product update has to go out accurately and fast. On legacy composition systems, that's a developer project. It doesn't have to be.<br><br>The way we do it differently: business users make changes within the guardrails IT sets. Developers stay focused on the systems that actually need them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Kevin
Hi Kevin,<br><br>Sent you a couple of notes about document template ownership at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate manage complex communications with 25+ insurers as clients and an Aspire #1 mid-market ranking. · Asset: GUC3E41.PDF
Hey Kevin, appreciated you connecting.
Sent you a few emails about the IT dependency piece I mentioned, specifically getting template changes off the developer queue so your team isn't the bottleneck every time a business user needs a document update.
At MHC we help carriers move that ownership to the business side. Guardian and Allstate both run their communications through the platform, which is part of why MHC holds the Aspire number one mid-market ranking.
Worth a quick conversation to see if any of this is relevant?
Chris
Craig Meadors
VP Enterprise Operations
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Angle: strategic sourcing expertise and leadership change
Hooks: your background in strategic sourcing and category management at CNA, Douglas Worman’s recent appointment as CEO at CNA Financial, CNA’s record $1.28B net income for 2025
posture: peer CTA: soft type: problem_first
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Subject: Document changes at CNA
Hi Craig,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise operations at CNA, I wanted to ask about something we see come up constantly at carriers your size. When a policy form, endorsement, or renewal notice needs to change, does that still run through IT and wait on a developer to touch the template?<br><br>At mega-carrier volume, that wait is expensive. Millions of policyholder documents sitting behind a ticket queue every time compliance needs a language update or a new product line like Cardinal E&S needs its own forms stood up. The people who know what the document should say are stuck waiting on the people who know how to change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding IT headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change and developer scarcity
Hi Craig,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: Guardian Life, Allstate, and 25+ other insurers have moved their policyholder communications to MHC. The pattern is consistent. The carrier moves over, business users start managing templates directly, and the IT ticket never gets written in the first place.<br><br>That matters especially when something like a new E&S line or an updated cyber policy form has to propagate across millions of policyholders fast. On a legacy composition system, that's a developer project. Declarations pages, endorsements, certificates, cancellation notices all waiting in queue. On MHC NorthStar CCM, the compliance or ops team makes the change the same day, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate compliance anxiety
Subject: One last thing, Craig
Hi Craig,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Hey Craig, appreciate the connection.
Sent you a few emails about the IT ticket wait on template changes and figured LinkedIn might be an easier place to land. At MHC we help insurers move document template ownership to the business side so changes don't sit in a developer queue. Carriers like Guardian and Allstate have gone that route, along with 25 or so others in the space.
If any of this lands, feel free to reach out whenever.
Chris
Gerald Ransom
Operations Leader
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Angle: document-heavy operational leadership at CNA
Hooks: Current focus on Lake Mary/Sanford operations supporting CNA’s mega-scale P&C document volume, Experience managing critical document workflows including declarations, renewals, and claims correspondence, Strategic oversight during a period of leadership transition under Douglas M. Worman
posture: peer CTA: soft type: problem_first
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Subject: CNA doc templates + IT backlog
Hi Gerald,<br><br>Chris here from MHC Automation.<br><br>Given your role leading operations at CNA, I wanted to ask about something that comes up constantly at carriers your size. When a policy form, endorsement, or compliance notice needs to change, does that still mean filing an IT ticket and waiting on a developer who knows the document system?<br><br>At insurers running older document platforms, that wait can stretch from days to weeks. When you're managing millions of policyholder touchpoints across commercial lines and now an E&S brand like Cardinal, that bottleneck adds up fast. Every regulatory update, every new product form, every accessibility requirement becomes a developer project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency on specialized dev resources for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change for Oracle Documaker templates while developer scarcity limits the pool of specialized talent
Hi Gerald,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM alongside 60+ other carriers. The pattern we see is consistent: once the business side can manage templates directly, the wait for document changes disappears. Compliance updates, new endorsement language, accessibility changes, they happen the same day instead of sitting in a queue.<br><br>At CNA's volume, with millions of policyholders across commercial P&C and a growing E&S book through Cardinal, that speed difference matters. A regulatory change affecting declarations pages or cancellation notices across multiple product lines becomes a same-day update instead of a six-week dev cycle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance and accessibility updates (508) shouldn't require a six-month dev cycle; consider MHC for business-user self-service
Subject: One last thing, Gerald
Hi Gerald,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction point, feel free to reach out.
Proof: MHC helps top insurers like Guardian and Allstate manage 200+ complex templates while reducing document costs by up to $4 per unit · Asset: UNLOCK1.PDF
Hey Gerald, glad to be connected.
Sent you a few notes recently about the Oracle Documaker side of things, specifically the specialist bottleneck every time a template change needs to move through the developer queue. At MHC we help insurers shift that ownership to the business side so ops teams aren't waiting on a shrinking pool of credentialed developers. Guardian and Allstate both run 200-plus complex templates through that model and cut document costs by up to $4 per unit.
If any of this lands, feel free to reach out whenever.
Chris
Christopher Karlowicz
VP - Application Development
engineering · vp
active
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 UNLOCK1.PDF
Angle: CNA India Tech Center expansion & Guidewire alignment
Hooks: Expansion of the CNA India Technology Center for digital and data products, Guidewire implementation/integration focus mentioned in recent leadership forums, Management of surplus lines and manuscript endorsement workflows within National Fire Insurance Co of Hartford
posture: peer CTA: soft type: problem_first
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Subject: Document templates, CNA
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing application development at CNA, I wanted to ask about something we see come up a lot at carriers your size. Is document template management still sitting on your team's plate, where every change to a policyholder-facing document requires a developer to go in and make it?<br><br>At a company with CNA's footprint, that adds up fast. Declarations pages, endorsements, renewal notices, certificates of insurance, policy forms across commercial lines. When a regulatory change hits or a product like Cardinal E&S needs new document variants, that's a queue of tickets landing on engineers who should be focused on Guidewire alignment and higher-priority builds.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if we can help get document changes off your team's backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christopher,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life moved their policyholder communications onto MHC NorthStar CCM and their business users now handle template changes directly, with controls in place. Allstate runs the same model. The compliance and ops teams make changes the same day without filing a ticket.<br><br>That matters at CNA's scale. With millions of policyholders across commercial lines, a single regulatory change can mean updating dozens of template variants across declarations pages, endorsements, and cancellation notices. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, CNA
Hi Christopher,<br><br>Sent you a couple of notes about document infrastructure at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) | 25+ insurers + Aspire #1 mid-market (T3) · Asset: UNLOCK1.PDF
Appreciate you connecting, Christopher. I sent a few emails over the past couple weeks about the IT dependency piece, so you may have seen those come through.
At MHC we help insurers move template ownership off developer queues to the business side. Teams at Guardian and Allstate have gone that route, and it tends to free up application development capacity for the work that actually needs engineering attention.
Worth a quick conversation to see if any of this is relevant?
Chris
Kumar Harsh
AVP, Enterprise Architecture & Technology Transformation
engineering · vp
active
primary
🔗 connected
decision_maker
seq 17
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise architecture lead for CNA Canada/London Lloyd's markets driving Guidewire Policy Center assessments
Hooks: AVP role overseeing Enterprise Architecture & Technology Transformation for CNA Canada and London Lloyd's Market, Led Guidewire Policy Center assessment and discovery phase with global SI partners, Oversight of application development and architecture including Underwriting and Claims portfolios
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the Guidewire build
Hi Kumar,<br><br>Chris here from MHC Automation.<br><br>I noticed you're leading enterprise architecture across CNA's Canada and Lloyd's markets, including the Guidewire Policy Center work. Wanted to ask about something that tends to surface in those assessments: when the document layer comes up, is it still sitting on a platform that requires a developer to touch every template change?<br><br>At CNA's volume, that adds up fast. Declarations pages, endorsements, renewal notices, certificates of insurance across commercial P&C lines, each one a ticket in a queue. When you're also building out Cardinal E&S and expanding cyber, the pressure on that document infrastructure only gets heavier.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural debt around your document stack without adding another integration problem to the Guidewire roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Kumar,<br><br>Following up on what I sent about the document layer and the Guidewire work.<br><br>One thing I should have included: we recently helped Natera cut document turnaround from 2.5 weeks to 2 days by taking developers out of the day-to-day change path. Different industry, but the architecture problem is the same. A template change requires someone who knows the system, and that person is usually carrying five other priorities.<br><br>For a carrier running commercial P&C at CNA's scale, with millions of policyholders across standard and E&S lines, that wait compounds. A regulatory change to a certificate of insurance or a cancellation notice becomes a developer project instead of a compliance task.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 requirements and architectural simplification to reduce technical debt
Subject: One last thing on CCM
Hi Kumar,<br><br>Sent you a couple of notes about the document infrastructure piece at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the CCM layer becomes a friction point as the Guidewire and Cardinal E&S builds progress, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate modernize their document ecosystems; for CNA, we could potentially replicate the 2.5-week to 2-day turnaround seen at Natera for complex document updates. · Asset: CUSTOM1.PDF
Hey Kumar, glad to have you in the network.
Sent you a few emails about the document layer sitting on your developer queue and figured LinkedIn might be a better place to connect. At MHC we help carriers move template ownership off IT and onto the business side. One carrier we worked with went from a 2.5-week turnaround on complex document updates down to two days, which tends to matter when your architects are trying to keep developers focused on higher-order roadmap work.
Happy to reconnect here if the timing ever works.
Chris
Pierre Braganza
Vice President & Chief Enterprise Architect
engineering · vp
active
primary
🔗 connected
decision_maker
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📋 CUSTOM1.PDF
Angle: cloud-first modernization & architectural debt
Hooks: Your stated focus on a 'cloud-first approach' to accelerate IT modernization without falling into the 'lift and shift' trap., Insights shared at Insurance Innovators USA regarding Generative AI's role in streamlining claims processing and underwriting workflows., The 27+ years of IT experience you bring to CNA's global specialty and commercial lines.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Pierre,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Enterprise Architect at CNA, I wanted to ask about something that comes up a lot with insurers your size. Is the document production layer keeping up with the rest of your cloud-first modernization efforts, or is it still tied to older infrastructure that requires a developer for every change?<br><br>At CNA's scale, that friction adds up fast. Declarations pages, endorsements, renewal notices, policy correspondence, when every template change routes through a developer who knows a legacy composition system, the business side waits. And the architecture stays locked in place while everything around it moves forward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the architectural dependency around document production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker creates a technical debt bottleneck where every template change requires a developer, stalling your cloud-first modernization roadmap.
Hi Pierre,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving away from a system where every change required a developer touch.<br><br>The pattern we see at insurers is similar. With millions of policyholders and policy types spanning commercial lines, E&S, and cyber, your document output touches a lot of systems. When a regulatory change or a new product launch like Cardinal E&S requires template updates, that work lands on whoever knows the legacy composition environment. The ticket never gets written by the business side because it can't be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than managing developer scarcity for legacy Documaker code, moving to a business-user self-service model eliminates the IT ticket wait and architecture lock-in.
Subject: One last thing, Pierre
Hi Pierre,<br><br>Sent you a couple of notes about the document production layer at CNA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become too much of a friction point in your roadmap, feel free to reach out.
Proof: MHC NorthStar helps major insurers like Guardian and Allstate modernize document operations, while T1 peers like Allied Benefits eliminated $4/document in costs and slashed turnaround times from weeks to days. · Asset: CUSTOM1.PDF
Hey Pierre, appreciate you connecting.
Sent you a few emails about the document layer blocking the modernisation roadmap, specifically the Documaker dependency where every template change routes through a developer. At MHC we help insurers move that ownership to the business side so IT architecture stops absorbing those queues. Allied Benefits is one example, they cut per-document costs by $4 and brought turnaround from weeks to days after making the switch.
If any of this lands, feel free to reach out whenever.
Chris
Jane Possell
Executive Vice President & Chief Information Officer
engineering · c_level
active
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Angle: strategic agility and technical debt reduction
Hooks: Recognition as a Top 10 P&C Insurance CIO and 2024 Chicago ORBIE winner for driving business agility, Recent comments on the necessity of direct partner conversations to bridge the gap between on-premise and cloud (Guidewire context), Focus on doubling the CNA Tech team while facing the industry-wide challenge of 'developer scarcity' mentioned in your AM Best TV interview
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at CNA
Hi Jane,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at CNA, I wanted to ask about something we see come up a lot at carriers your size. With your E&S expansion and the cyber proposition buildout, I was curious whether document template changes are still sitting in a developer queue, or if your team has found a way around that bottleneck.<br><br>At mega carriers, the pattern we see is this: a regulatory change or new product launch hits, and the path to updating declarations pages, endorsements, or policy notices runs through a small group of developers who know the legacy system. That queue doesn't shrink. It grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the technical debt sitting in your document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for policy and claims document changes because Oracle Documaker requires specialized developer resources that are increasingly scarce ($150K+ talent) and shrinking.
Hi Jane,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One thing I should have included: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees. The reason it worked is that the compliance team started managing template changes directly, without writing a ticket.<br><br>For a carrier running new product lines at CNA's volume, that matters. When a state files a new E&S requirement or cyber coverage language needs to change, that update shouldn't be a developer project. With MHC NorthStar CCM, IT sets the guardrails once, and the business side handles day-to-day changes from there.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT tickets for simple template updates, modernize the architecture to empower business users with self-service, reducing the technical debt currently blocking your broader digital transformation roadmap.
Subject: One last thing, Jane
Hi Jane,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off, no problem. Happy to reconnect whenever it makes sense.
Proof: MHC helps top-tier insurers like Guardian, Allstate, and Acuity eliminate document friction; notably, Allied Benefits eliminated $4 per document in costs while processing over 1M communications. · Asset: CUSTOM1.PDF
Hey Jane, glad we're connected here.
I sent a few emails about the developer scarcity piece, specifically around Documaker requiring specialized resources that are getting harder and harder to backfill. At MHC we help insurers move template ownership off the developer queue to the business side.
Allied Benefits is a good reference point, they cut $4 per document in costs across more than a million communications once that dependency was removed.
If any of this lands, feel free to reach out whenever.
Chris
Progressive
progressive.com
· insurance
· Mayfield Village, US
Leading insurance provider specializing in personal and commercial vehicle and property protection with a focus on telematics.
Corroborated by LinkedIn personnel (Print Production Specialists) and HG Insights data indicating active use for high-volume document composition.
LLM classification: Insurance HIGH
Tier 1 score 87
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Azure AI
HG Insights
⚡ Competitor case study found:
Quadient
A leading US insurance provider leveraged MigrationXpress to move thousands of complicated forms from Oracle Documaker to Quadient Inspire, addressing variable field placement for agency policy banners.
Strategic Initiatives
- Expansion of homeowners and renters insurance to increase customer bundling and lifetime value, Integration of generative AI for underwriting and claims automation
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_3
Scale: mega — Policies in Force 38,619,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- Leadership Change: John Sauerland
- CFO
- to retire July 3
- 2026; Andrew Quigg (CSO) named successor.
- Leadership Change: Mari Pumarejo appointed as Chief Marketing Officer
- +3 more
CCM People Intelligence (from LinkedIn profiles)
6
Total CCM staff
5
Current
1
Past
True
Contacts (78)
completed: 78
0 active · 0 🔗
Chris Girard
Sr. Manager Claims Process - Claims PMO
operations · director
completed
primary
– none
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champion
seq 17
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📋 ULTIMA1.PDF
Angle: enterprise continuous improvement leadership
Hooks: Leadership of the Enterprise Process Improvement Community (EPIC) with 1500+ leaders, 25+ year tenure at Progressive across multiple states including NY and OH, Focus on claims-wide project portfolios and the 'people side of change'
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive's scale
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role in Claims PMO at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a claims document needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At mega-scale, that dependency adds up fast. Declarations pages, claims correspondence, cancellation notices, renewal packets — when any of those need an update, the queue is usually the bottleneck, not the work itself. And with Progressive expanding into homeowners and renters, the volume of document variants is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency for document changes on the claims side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chris,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We work with 25+ insurers managing thousands of document templates across complex form libraries. The pattern we see most often: the insurer is running a legacy composition platform, a regulatory change comes in, and the compliance team has to file a ticket and wait. The developer who knows the system is already on three other things.<br><br>With MHC NorthStar CCM, the compliance or ops team makes the change directly, within approval workflows IT still controls. The ticket never gets written. For a carrier at Progressive's scale, with millions of policyholders and a product line expanding into homeowners and renters, that kind of speed matters when a state filing deadline hits or a new policy form has to go out fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document template management at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers, including Guardian and Allstate, manage thousands of complex forms while reaching #1 mid-market status on Aspire. · Asset: ULTIMA1.PDF
Appreciate you connecting, Chris. Sent you a couple of emails recently about the IT dependency piece on document and template changes, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership to the business side, off the developer queue. Guardian and Allstate are both running that way now across some pretty complex forms libraries.
Given what you're managing on the claims side at Progressive, there may be some overlap there, or there may not be.
If any of this lands, feel free to reach out whenever.
Chris
Casey Scumaci
Director Claims Process
operations · director
completed
primary
– none
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champion
seq 15
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📋 GUC3E41.PDF
Angle: Automation & Infrastructure Focus
Hooks: Leadership of Progressive's Claims Triage and Automation team focusing on reducing operating costs through technology infrastructure., Extensive experience overseeing 'First Notice of Loss' and 'Claims Verification' processes across commercial and specialty lines., Background in designing future-state workflows and leading POC/Pilots for system enhancements and regulatory changes.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + the developer bottleneck
Hi Casey,<br><br>Chris here from MHC Automation.<br><br>Given your role in claims operations at Progressive, I wanted to ask about something that comes up constantly at carriers your size. Does updating claims correspondence still require going through a developer every time something needs to change?<br><br>At mega-scale, that wait adds up fast. A regulatory change hits one state, a new disclosure has to go out with every claims letter in that market, and the ticket sits in a queue. With millions of policyholders across auto, property, and now homeowners and renters, the volume of documents that have to stay current is significant.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team reduce that dependency on developers for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity causing bottlenecks in claims process automation and template updates.
Hi Casey,<br><br>Following up on what I sent about the developer bottleneck in claims document updates.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly without waiting on a developer.<br><br>For a carrier running at Progressive's volume, that matters in a specific way. When a state insurance department updates its required language on claims correspondence, or when 508 accessibility standards tighten, the people who know what the document should say can make the change the same day. No ticket, no queue, no wait.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational risk of sticking with legacy Documaker as compliance requirements and 508 accessibility standards increase.
Subject: One last thing on doc infrastructure
Hi Casey,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, ensuring seamless member communications at mega-scale. · Asset: GUC3E41.PDF
Hey Casey, appreciated you connecting.
Sent you a few emails recently about getting document changes off the developer queue, specifically around Documaker dependency slowing down claims template updates. Didn't want to just leave it at the inbox.
At MHC we help insurers move template ownership to the business side without the developer bottleneck. Optum used that approach to manage 200+ templates across BCBS and Humana without the coordination overhead at that scale.
Given your role in claims process, some of that might be familiar territory. Worth a quick conversation to see if any of this is relevant?
Chris
Tony Alesci
Information Technology Business Leader
engineering · vp
completed
primary
– none
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seq 28
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📋 UNLOCK1.PDF
Angle: AI-driven development lifecycle transformation and developer productivity at scale
Hooks: Leadership of a 750-person IT organization and recent focus on harnessing AI to transform the development lifecycle from design to deployment, 26-year tenure at Progressive, spanning roles from Product Delivery/Platform Owner to IT Business Leader, Managing an organization responsible for Auto and Special Lines Rate Revisions and multi-region routing solutions
posture: peer CTA: soft type: problem_first
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Subject: Document changes without the dev queue
Hi Tony,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Progressive, I wanted to ask about something that comes up constantly at carriers your size. When a regulatory change hits or a product line expands, how many developer cycles does it take to update the documents that go out to policyholders?<br><br>With Progressive pushing into homeowners and renters, you're likely adding new policy types, new state filings, new document variants. On most legacy document platforms, every one of those changes runs through a developer who knows the system. At your volume, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes at scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tony,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern across all of them is pretty consistent: the carrier moves over, the compliance and ops teams start handling template updates directly, and the ticket never gets written in the first place.<br><br>That matters especially when you're expanding product lines. A new homeowners filing in three states means new declarations pages, new endorsements, new premium notices. On most systems, that's a developer project. On MHC NorthStar CCM, the people who know what the document should say handle it directly, with controls in place.<br><br>With Progressive's AI push on the underwriting and claims side, it seems worth asking whether the document layer is keeping pace. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on doc infrastructure
Hi Tony,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale the product lines, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock DocOps efficiency. · Asset: UNLOCK1.PDF
Hey Tony, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so figured I'd try here instead. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate are both running that way now, along with a few dozen other carriers who made the same shift.
Worth a quick conversation to see if any of this is relevant?
Chris
Anmarie Rand
Claims Business Leader
operations · director
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📋 UNLOCK1.PDF
Angle: Alignment of claims correspondence efficiency with Progressive's Q1 2026 6% growth in net premiums and increased mail volume.
Hooks: Experience bridging Senior Director Claims Process with current Business Leader role, Scale of claims correspondence required for $23.6B in NPW, Active hiring for Print and Mail Specialists in Ohio to support volume
posture: peer CTA: soft type: problem_first
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Subject: Claims templates keeping up with growth?
Hi Anmarie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Progressive, I wanted to ask about something we see come up a lot at carriers your size. When claims volume grows the way Progressive's has, does updating correspondence templates still require going through a developer to get it done?<br><br>At mega-carriers, that usually means an IT ticket, a queue, and a wait, right at the moment your claims ops team needs to move fast. Regulatory language changes, new state requirements, updated denial notices. The business side knows what needs to change but can't touch the template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team keep claims correspondence moving without the bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity causing IT ticket backlogs for critical claims template updates like renewals or ID cards.
Hi Anmarie,<br><br>One more thought on the claims template piece I mentioned.<br><br>I don't have a single insurance case study with a specific metric to share, but the pattern we see is consistent. An insurer moves to MHC NorthStar CCM, the compliance and claims ops teams start managing correspondence templates directly, and the wait for a developer to make the change disappears.<br><br>For a carrier at Progressive's scale, with millions of policyholders across auto, property, and specialty lines, that matters most when something has to change fast. New state disclosure requirement, updated claims denial language, a coverage change that has to go out in the next renewal cycle. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker legacy architecture as a bottleneck for compliance/508 requirements during a period of massive premium growth.
Subject: One last thing on claims correspondence
Hi Anmarie,<br><br>Sent you a couple of notes about claims correspondence at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as claims volume keeps growing, feel free to reach out.
Proof: MHC helps 25+ insurers like Allstate and Guardian modernize CCM; Aspire #1 mid-market leader. · Asset: UNLOCK1.PDF
Anmarie, good to have you connected here. I sent a few emails about the developer bottleneck on claims template updates, specifically the backlog that builds when renewal and ID card changes sit in an IT queue. At MHC we help insurers move that template ownership to the business side so those updates don't stall. Allstate and Guardian have both made that shift with us. Worth a quick conversation to see if any of this is relevant?
Chris
Vince Crowley
IT Manager
engineering · manager
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Angle: enterprise-scale legacy document architecture
Hooks: Your 10-year tenure managing Progressive's PolicyPro application and large-scale tech implementations., Progressive's massive growth to 37.4M policies in force, which strains legacy document throughput., Your specific expertise in high-stakes iterative/RUP and Agile delivery for $30M+ enterprise efforts.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Progressive
Hi Vince,<br><br>Chris here from MHC Automation.<br><br>Given your role managing IT at Progressive, I wanted to ask about something that comes up a lot at carriers your size. Are document template changes for things like declarations pages, endorsements, renewal notices, or claims correspondence still requiring developer time to execute?<br><br>At enterprise scale, that tends to become a real drag. A compliance update hits, a state reg changes, and the ticket goes into a queue behind everything else. With millions of policyholders across auto, property, and now the expanded homeowners book, the volume of documents that need to stay current is significant.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Vince,<br><br>Following up on what I sent about the developer bottleneck on document changes.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern we see across all of them is consistent. The carrier moves over, the business and compliance teams start managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written in the first place.<br><br>That matters more now that Progressive is scaling the homeowners and renters book. More product lines means more template variants, more state-specific versions, more compliance touchpoints. Declarations pages, endorsements, cancellation notices, premium notices, all of it. On a legacy architecture, that's a developer project every time something changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Vince
Hi Vince,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate modernize document operations; featured in Aspire as #1 mid-market leader. · Asset: ULTIMA1.PDF
Hey Vince, appreciate the connection.
Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn might be a better spot to actually talk. At MHC we help insurers get template changes off the developer queue so business teams can own that work directly. Guardian and Allstate have both moved in that direction, and Aspire ranked MHC the top mid-market CCM platform, which is part of why carriers tend to bring us in early when they're rethinking that layer.
If any of this lands, feel free to reach out whenever.
Chris
Piyush Jain
Enterprise Leader - Data Governance, Architecture & Privacy
engineering · director
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📋 CUSTOM1.PDF
Angle: enterprise data governance + developer scarcity
Hooks: 18-year tenure at Progressive, spanning data strategy to enterprise architecture leadership, Direct responsibility for Data Governance, Architecture, and Privacy during a period of 10% YoY growth, Current hiring focus for Lead Software Developers amidst $1.5B capital management activities
posture: peer CTA: soft type: problem_first
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Subject: Document governance at Progressive
Hi Piyush,<br><br>Chris here from MHC Automation.<br><br>Given your role covering data governance and architecture at Progressive, I wanted to ask about something we see come up a lot at carriers your size. With millions of policyholders across auto, property, and your expanding homeowners book, does every document template change still have to go through a developer to get out the door?<br><br>At large carriers, that usually means declarations pages, endorsements, renewal notices, cancellation letters, all sitting in a queue waiting on someone with deep system knowledge. With developer talent as scarce and expensive as it is right now, that's a real bottleneck. And when you're scaling into new lines like homeowners and renters, the template volume only grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce the developer dependency on the document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Piyush,<br><br>Following up on what I sent about the developer bottleneck on document changes.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving the template ownership to the business side. The compliance and ops teams handle changes directly now. IT stops being the bottleneck for every update.<br><br>That matters a lot when you're adding homeowners and renters lines and each new product brings a new set of endorsements, declarations, and renewal notices that need to be built and maintained. At Progressive's volume, the cost of routing every change through a developer adds up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Piyush
Hi Piyush,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC supports 25+ insurers and is ranked #1 in mid-market for Aspire; proven with major carriers like Allstate and Guardian. · Asset: CUSTOM1.PDF
Piyush, good to be connected. Saw the emails came through on your end, so I won't retread that ground.
The short version: at MHC we help carriers move template ownership off developer queues and onto the business side. Given the developer scarcity piece I mentioned, it tends to land with teams carrying that cost pressure.
Allstate and Guardian both run on MHC now, and we're ranked number one in mid-market on the Aspire leaderboard across 25-plus insurers.
Happy to reconnect here if the timing ever works.
Chris
Werner Sonntag
IT Project Manager - Program Management Office
engineering · manager
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Angle: document_operations_heritage
Hooks: Managed an IT team responsible for insurance form content across personal lines for hardcopy, email, and digital delivery., 22-year tenure at Progressive, providing deep institutional knowledge of legacy document workflows., Experience supporting integration for large programs with over 250 resources.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Progressive
Hi Werner,<br><br>Chris here from MHC Automation.<br><br>Given your role in the PMO at Progressive, I wanted to ask about something that comes up constantly at insurers your size. When a compliance or business team needs to update a policyholder document, does that still route through IT and sit in a developer queue before anything moves?<br><br>At carriers running millions of policies across auto, property, and now homeowners and renters, that bottleneck adds up fast. Declarations pages, endorsements, renewal notices, cancellation letters — when any of those need a change, someone with deep system knowledge has to touch them. And when you're expanding product lines and integrating AI into underwriting and claims, the document layer can become the slowest part of the whole stack.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes at Progressive's scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Werner,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. And the pattern we see across all of them is pretty consistent: once the insurer moves over, the compliance and ops teams start managing templates directly. The wait disappears. IT stops being the path for every document change.<br><br>That matters a lot when you're scaling homeowners and renters alongside your auto book. Every new product line means more document variants — declarations pages, endorsements, renewal notices — pulling from different policy admin systems. When a regulatory change hits one state, or a new bundling offer needs to be reflected in renewal communications to millions of policyholders, you need that change to happen the same day, not the next sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor (general legacy pain)
Subject: One last thing, Werner
Hi Werner,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers use MHC to unlock document agility. · Asset: UNLOCK1.PDF
Hey Werner, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so business teams can move without waiting on IT cycles. At MHC we help insurers like Progressive shift that ownership to the business side. Guardian and Allstate are among the 25+ carriers that have made that move with us.
If any of this lands, feel free to reach out whenever.
Chris
Greg Zielke
Sr. Director of Claims
operations · director
completed
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📋 UNLOCK1.PDF
Angle: claims documentation bottlenecks
Hooks: Leadership continuity at Progressive for 35+ years overseeing claims in MN/WI, Current scale managing high-volume claims correspondence for 800k apps, Recent shifts in leadership with Mari Pumarejo as CMO and John Sauerland's upcoming retirement
posture: peer CTA: soft type: problem_first
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Subject: Claims docs and IT wait times
Hi Greg,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Progressive, I wanted to ask about something that comes up a lot with directors at carriers your size. When a claims correspondence template needs to change, does that still require going through IT and waiting on a developer to get it done?<br><br>At mega carriers, that wait compounds fast. Regulatory updates, new state requirements, coverage language changes across auto, property, and your expanding homeowners book. Each one is a ticket, a queue, a delay before the right document reaches the policyholder.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your claims team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Greg,<br><br>Following up on what I sent about the claims template bottleneck.<br><br>Guardian Life and Allstate have both modernized their claims correspondence workflows so the business side handles template changes directly. The IT ticket never gets written. When state regulators push a disclosure update or coverage language shifts, their claims and compliance teams make the change the same day.<br><br>At Progressive's volume, that matters. Millions of policyholders across auto, property, and your growing homeowners book. Denial letters, claims correspondence, coverage notices. One regulatory change can mean hundreds of template variants across states, and on a legacy system, every one of those is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on doc workflows
Hi Greg,<br><br>Sent you a couple of notes about claims document workflows at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2 insurers) have modernized claims correspondence to eliminate the 'IT ticket wait' for every template change. · Asset: UNLOCK1.PDF
Hey Greg, appreciated the connection.
Sent you a few emails about the IT dependency piece on template changes, so I won't rehash that. At MHC we help insurers move document ownership off the developer queue and onto the business side. Guardian and Allstate have both gone through that shift on claims correspondence and cut out the IT ticket wait entirely for template updates.
Figured LinkedIn might be a better place to have an actual conversation than another email thread.
Happy to reconnect here if the timing ever works.
Chris
Diane Betz Whitlatch
IT Director
engineering · director
completed
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📋 ULTIMA1.PDF
Angle: IT leadership and modernization of claims/policy document systems at a scale of 5M+ new policies.
Hooks: Experience managing large-scale IT operations and PMP certification focused on execution, Progressive's massive 2025 hiring initiative adding 12,000 employees, Managing legacy output like Documaker declarations and renewals for a 5M+ policy growth surge
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Progressive scale
Hi Diane,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Progressive, I wanted to ask about something that comes up a lot at carriers your size. With millions of policies across auto, property, and now homeowners and renters, are your developers still the ones making changes to claims correspondence, declarations pages, and renewal notices when compliance or business requirements shift?<br><br>At that volume, every template change that requires a developer ticket is a real cost. Not just time, but the kind of engineering bandwidth that should be going toward underwriting automation and AI integration, not document maintenance.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team free up developer time from the document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and the bottleneck of using $150K+ developers for Documaker template changes while scaling for 5M new policies.
Hi Diane,<br><br>Following up on what I sent about the developer bottleneck on document changes.<br><br>Allstate moved their business users into direct template management for policyholder communications. Their compliance and ops teams now handle changes to endorsements, cancellation notices, and premium notices without writing a single IT ticket. Guardian Life runs a similar model across their policyholder correspondence.<br><br>The pattern we see at carriers scaling fast: the document layer becomes a drag on everything else. A 508 compliance update to claims correspondence, a state regulatory change to a declarations page, a new disclosure on renewal notices for the homeowners line. Each one is a developer project on a legacy system. At five million new policies a year, that queue doesn't shrink on its own.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: The technical debt of legacy architecture blocking the DT roadmap; specifically the burden of compliance and 508 requirements in claims correspondence.
Subject: One last thing, Diane
Hi Diane,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) and 25+ major insurers who moved away from legacy bottlenecks to mid-market leading automation. · Asset: ULTIMA1.PDF
Diane, appreciate you connecting.
Sent you a few emails about the developer bottleneck on Documaker template changes, especially with a policy volume push on the horizon. At MHC we help insurers move that template work off the developer queue so your senior engineers aren't the critical path for every document change.
Guardian and Allstate made that shift, and there are 25 or so other carriers who've done the same at scale.
Happy to reconnect here if the timing ever works.
Chris
Matthew Gartman
AI Domain Architect
engineering · vp
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Angle: AI-driven infrastructure modernization
Hooks: Current focus as AI Domain Architect following tenure in IT Platform Engineering, Progressive's massive 2025 hiring surge (12k+ new employees) increasing document volume and system strain, Recent Kubernetes (CKA) certification implying a move toward cloud-native architecture for legacy systems like Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI build-out
Hi Matthew,<br><br>Chris here from MHC Automation.<br><br>Given your role as AI Domain Architect at Progressive, I wanted to ask about something that comes up a lot at carriers your size. As you're integrating generative AI into underwriting and claims, is the document production layer keeping pace, or is it still dependent on a small group of developers who know the composition system inside and out?<br><br>At mega-scale carriers, that dependency gets expensive fast. The developers who understand the document platform are hard to hire and hard to retain. When a regulatory change hits or a new product line needs new correspondence, it becomes a developer project instead of a business project. That slows down everything else on the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help get the document layer off your critical-path dependency list. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Matthew,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We work with Allstate and Intact Financial, among others, on exactly this problem. The pattern we see consistently: a carrier modernizes underwriting and claims with solid AI tooling, then hits friction when any of that logic needs to surface in a customer-facing document. The bottleneck is the composition layer, where only a handful of people know how to make the change.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your compliance or product team makes the change directly, within approval workflows IT sets. At Progressive's volume, with millions of policyholders across auto, property, and your expanding homeowners and renters lines, that matters every time a state reg changes or a new product needs new correspondence.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change
Subject: One last thing, Matthew
Hi Matthew,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your AI build-out, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Matthew, saw you accepted the connection and wanted to reach out directly since the emails didn't spark anything.
At MHC we help insurers move template ownership off the developer queue and onto the business side, which tends to matter when senior engineering talent is expensive and stretched thin. Allstate and Intact have both made that shift, and we're working with 25+ carriers on it.
Given what you're building at Progressive on the architecture side, some of this might connect, or it might not be the right time at all.
Worth a quick conversation to see if any of this is relevant?
Chris
Jeff DAbate
Lead Database Administrator
engineering · manager
completed
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📋 UNLOCK1.PDF
Angle: Oracle E-Business Suite database management and upgrade expertise at Progressive.
Hooks: Experience supporting Oracle E-Business Suite database upgrades (11g to 12c) and quarterly security patchsets., Managing project support for business areas across The Progressive Corporation., Lead DBA role overseeing critical Oracle Database environments for insurance operations.
posture: peer CTA: soft type: problem_first
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Subject: Document changes still going through your team?
Hi Jeff,<br><br>Chris here from MHC Automation.<br><br>Given your role managing Oracle infrastructure at Progressive, I wanted to ask about something that comes up a lot with DB and engineering leads at carriers your size. When the business side needs to update policyholder documents like declarations pages, renewal notices, or endorsements, does that still route through your team and wait on someone who knows the system?<br><br>At mega-carriers running Oracle-era document platforms, that dependency tends to compound fast. A regulatory change hits one state, and suddenly there are dozens of template variants that need updating before the notices go out to millions of policyholders. The developer queue fills up with work that probably shouldn't require a developer at all.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the document change burden on your engineering team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jeff,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see at carriers their size: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>With Progressive expanding into homeowners and renters, you're adding more policy types, more state-specific document variants, and more regulatory deadlines. Declarations pages, endorsements, cancellation notices across all of it. On a legacy Oracle-era composition platform, every one of those changes is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for every template change
Subject: One last thing on the doc side
Hi Jeff,<br><br>Sent you a couple of notes about the document infrastructure side of things at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate automate legacy Documaker workflows to eliminate developer bottlenecks. · Asset: UNLOCK1.PDF
Hey Jeff, good to be connected.
Sent you a few emails about the IT dependency piece, so figured I'd reach out here too. At MHC we help insurers move template ownership off the developer queue and over to the business side. Guardian and Allstate have both used us to get out of that Documaker bottleneck without a full rebuild on their end.
Given your role at Progressive, there might be something worth a look there.
If any of this lands, feel free to reach out whenever.
Chris
Prabu Rajakumar
Director of Core Servicing and Sales (CRM)
operations · director
completed
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📋 ULTIMA1.PDF
Angle: Alignment of CRM/Core Servicing with Documaker output efficiency at United Financial scale.
Hooks: Focus on optimizing core servicing and CRM workflows at United Financial Casualty Company., Recent M&A activity increasing the complexity of policy declarations and renewals across Progressive’s underwriting entities., Managing the friction between high-volume document types like certificates and ID cards vs. the developer-heavy nature of Oracle Documaker.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive scale
Hi Prabu,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Core Servicing and CRM at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits or a product line like homeowners or renters gets updated, how long does it take to get that reflected in the customer-facing documents that go out to millions of policyholders?<br><br>At the volume Progressive operates at, that lag matters. Declarations pages, renewal notices, endorsements, cancellation notices. If every template change requires a developer who knows the underlying system, the compliance team is always waiting on IT, and IT is already stretched.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit given what your team is managing across core servicing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
Hi Prabu,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The bigger shift was operational. Their compliance team started managing template updates directly instead of routing every change through IT.<br><br>That matters for a carrier like Progressive, especially now. You're expanding homeowners and renters lines, which means new document variants, new state-specific language, new disclosure requirements. Declarations pages, endorsements, renewal notices. At millions of policyholders, a slow change cycle is a real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy architecture blocking the digital roadmap; necessity of compliance/508 automation for high-volume renewals.
Subject: One last thing, Prabu
Hi Prabu,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate; named Aspire #1 mid-market leader for insurance CCM. · Asset: ULTIMA1.PDF
Hey Prabu, appreciated the connect.
Sent you a few notes recently about the IT ticket bottleneck on template changes, so I won't retread that ground here. At MHC we help insurers move document ownership off the developer queue to the business side. Guardian and Allstate are in that group, and Aspire ranked us the top mid-market CCM platform for insurance, which tends to matter when teams are evaluating where to go next.
Given your role across servicing and CRM at Progressive, figured this channel might be an easier place to pick up the thread.
Happy to reconnect here if the timing ever works.
Chris
Mark Chiacchiari
Director, HR & Legal Business Systems
engineering · director
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📋 GUC3E41.PDF
Angle: enterprise architecture to business systems transition
Hooks: Your shift from Enterprise Architecture to leading HR & Legal Business Systems at Progressive., Expertise in BRM and ITIL frameworks to bridge technical and business silos., Managing complex document outputs like claims correspondence and ID cards within Progressive's massive scale.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive
Hi Mark,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing business systems at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a policy form, disclosure, or customer notice needs to change, does that still require a developer to touch the template before anything goes out?<br><br>At companies running older document platforms, that's usually the answer. A compliance or ops team spots the change, writes a ticket, and then waits on whoever has the system knowledge to actually make it happen. At your volume, with millions of policyholders across auto, property, and specialty lines, that wait compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your business teams and IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every change and developer scarcity for Documaker maintenance.
Hi Mark,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly, without IT in the loop for every update.<br><br>The reason that matters for a carrier like Progressive is the surface area. Declarations pages, endorsements, renewal notices, cancellation letters across auto, home, and renters all pulling from different policy admin and rating systems. When a state regulatory change hits, or when you're rolling out a new product bundle, someone has to update the right templates in the right system fast. If that path runs through a developer queue, the change takes as long as the queue is.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy systems like Documaker create an architecture lock-in that blocks your digital transformation roadmap.
Subject: One last thing, Mark
Hi Mark,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Good to be connected, Mark.
Sent you a few emails about the Documaker maintenance bottleneck and what every template change costing a developer ticket does to a team's bandwidth. Figured LinkedIn might be a better place to pick the thread back up.
At MHC we help insurers move template ownership off IT queues to the business side. Natera cut their document turnaround from two and a half weeks to two days doing exactly that, without touching the dev team for routine changes.
Worth a quick conversation to see if any of this is relevant?
Chris
Nicole Capuana
Director Digital Product - Progressive Life
operations · director
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📋 UNLOCK1.PDF
Angle: product scaling and engineering leadership
Hooks: Managed the rapid scaling of the Progressive Life digital product team from 17 to 32 members in 5 months., Direct oversight of engineering, data, and UX strategy for the Progressive Life venture., History of winning #1 rank for insurance servicing systems in competitive benchmarks like Forrester.
posture: peer CTA: soft type: problem_first
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Subject: document changes at Progressive
Hi Nicole,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital product for Progressive Life, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update customer-facing documents, like policy notices, renewal letters, or life product disclosures, does that still require an IT ticket and a wait on a developer?<br><br>At mega-scale carriers, that wait adds up fast. A regulatory change hits, or you're rolling out new homeowners and renters products to drive bundling, and the document layer becomes the slowest part of the launch. The business team knows what needs to change. The developer queue decides when it actually happens.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency for your product team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Nicole,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved to MHC to get business users into the template change path directly. The compliance or product team makes the update, with controls in place, and the ticket never gets written.<br><br>That matters most when you're scaling something fast. If Progressive Life is expanding homeowners and renters coverage to drive bundling, every new product variation needs its own set of customer communications. Declarations pages, welcome letters, policy notices. At your volume, that's a significant template management problem if the only path runs through a developer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Nicole
Hi Nicole,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to unlock document agility without IT bottlenecks. · Asset: UNLOCK1.PDF
Hey Nicole, appreciate the connect.
Sent you a few emails recently about the document infrastructure gap that tends to show up in digital transformation work, specifically the IT ticket wait on template changes. Didn't want to let the connection go without saying hi directly.
At MHC we help insurers move template ownership to the business side, off the developer queue. Guardian and 25+ other carriers have used that to unlock real document agility without the IT dependency.
Happy to reconnect here if the timing ever works.
Chris
Jennifer Parker
Senior Enterprise Architect
engineering · director
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📋 ULTIMA1.PDF
Angle: enterprise modernization and leadership in CRM Policy Servicing
Hooks: your recent transition into the Senior Enterprise Architect role following extensive work in CRM Policy Servicing, Progressive's reported 10% YoY increase in first-quarter net income, your long-standing tenure at Progressive and involvement with local Techie Clubs in Cleveland
posture: peer CTA: soft type: problem_first
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Subject: Document templates + your AI buildout
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Progressive, I wanted to ask about something that comes up a lot at carriers your size. As your team integrates AI into underwriting and claims, does the document layer keep pace, or does every template change for policyholder communications still require a developer to touch the system?<br><br>At mega-scale, that bottleneck adds up fast. Declarations pages, endorsements, renewal notices, cancellation letters — when a regulatory change or a new product line like homeowners hits, someone has to update those templates in a system that only a handful of people know how to work. That wait becomes a real problem when you're trying to move quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your business teams move faster without creating more work for your architects. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jennifer,<br><br>Following up on what I sent about the document template bottleneck.<br><br>I'll be honest with you on the insurance proof side: I don't have a single case study with a named metric I can point to for a carrier. What I can tell you is that Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The pattern is consistent: the carrier moves over, compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a team like yours that's actively building out AI capabilities in underwriting and claims, that matters. Your document output layer — declarations pages, endorsements, renewal notices — still has to keep up with whatever your AI is producing upstream. If the template side requires a developer every time, that's a gap in the automation story.<br><br>That's what MHC NorthStar CCM does differently: the compliance team makes the change directly, with approval workflows built in, without needing to pull an architect or developer in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the AI buildout scales, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Jennifer, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so architecture teams aren't the bottleneck every time a business unit needs to update a document. At MHC we help insurers move that ownership to the business side without the IT queue.
Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so it does get validated at scale.
Happy to reconnect here if the timing ever works.
Chris
Tracey Schuck
Senior Director of Claims Process
operations · director
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📋 GUC3E41.PDF
Angle: claims correspondence modernization
Hooks: focus on Claims Process leadership in Mentor, oversight of high-volume claims correspondence for Progressive, recent leadership changes with Andrew Quigg and Mari Pumarejo
posture: peer CTA: soft type: problem_first
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Subject: Claims docs + IT dependency
Hi Tracey,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims process at Progressive, I wanted to ask about something that comes up constantly at carriers your size. Does updating claims correspondence still require going through IT and waiting on a developer who knows the system?<br><br>At mega-scale, that dependency gets expensive fast. A regulatory change hits one state, and suddenly there's a ticket queue, a developer context switch, and a two-week delay on documents that are already under compliance scrutiny. With Progressive expanding into homeowners and renters, the number of document variants is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help get claims correspondence changes out of the IT queue and into the hands of the people who actually own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tracey,<br><br>Following up on what I sent about claims correspondence at Progressive.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, getting authorization letters and denial correspondence all running through one compliant workflow. The compliance team makes changes directly now. IT stops being the bottleneck.<br><br>Allied Benefits is another one. They process over 1 million annual communications across 250+ templates and 80+ plan variations, and they eliminated $4 per document in vendor fees in the process.<br><br>The pattern I see at carriers your size is the same: claims correspondence, cancellation notices, endorsements all touch multiple systems, but every template change routes back to one developer who knows the platform. When a state regulatory change hits, or Progressive rolls out a new homeowners product line, that single-developer dependency becomes the slowest thing in the process.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Tracey
Hi Tracey,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Progressive scales into new lines, feel free to reach out.
Proof: Optum managed 200+ templates and Allied Benefits eliminated $4/doc costs using MHC. · Asset: GUC3E41.PDF
Tracey, appreciate you connecting. Sent you a few emails about getting document changes off the developer queue, so figured LinkedIn was worth a shot.
At MHC we help insurers move template ownership to the business side so IT tickets stop being the bottleneck. Allied Benefits cut their per-doc costs to near zero after making that move, and Optum is managing 200+ templates without routing changes through a dev queue.
If any of this lands, feel free to reach out whenever.
Chris
Terry Wright
Claims Director | SIU Major Case & TNC
operations · director
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📋 UNLOCK1.PDF
Angle: claims_efficiency_impact
Hooks: Experience leading SIU Major Case and TNC claims operations at Progressive, Managing high-complexity claims correspondence and investigative documentation, Focus on operational excellence in Special Investigation Units
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Progressive
Hi Terry,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing major claims at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When your claims team needs to update correspondence templates, does that still require an IT ticket and a wait, or has your team found a way to handle that directly?<br><br>At the volume Progressive is running, that lag can add up fast. Claim letters, denial notices, coverage determinations, SIU correspondence — every change that has to route through a developer means slower cycle times and more compliance exposure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims ops team get more control over that change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change for claims correspondence templates
Hi Terry,<br><br>Following up on what I sent about claims template changes.<br><br>Allstate runs their policyholder communications on MHC, and what we see consistently across insurers their size is the same pattern: claims teams spend weeks waiting on developers for changes that should take a day. Once business users can manage templates directly, the wait disappears and compliance teams stop being dependent on an IT queue to meet regulatory deadlines.<br><br>That matters especially at Progressive's scale, where a single change to a claims correspondence template can affect millions of policyholders. Denial letters, SIU notices, coverage determinations — when CMS or a state regulator changes a disclosure requirement, your team needs to move fast without filing an IT ticket first.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing compliance risk and 508 anxiety by empowering claims teams with self-service template management
Subject: One last thing, Terry
Hi Terry,<br><br>Sent you a couple of notes about claims document operations at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the claims side, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) using MHC to eliminate IT bottlenecks in claims and policy doc generation · Asset: UNLOCK1.PDF
Hey Terry, glad to be connected.
Sent you a few emails about the IT ticket wait on claims correspondence templates. At MHC we help insurers move that ownership to the business side so changes don't sit in a developer queue. Guardian, Allstate, and a few dozen other carriers have gone that route to get claims and policy doc updates back under their own teams.
Worth a quick conversation to see if any of this is relevant?
Chris
Mary Groth
Innovation Enablement
operations · director
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📋 GUC3E41.PDF
Angle: internal innovation lens
Hooks: long-tenured history at Progressive spanning DBA and technical roles, current focus on Innovation Enablement in Mayfield/Richfield, experience managing complex data environments like the Diversified Business Group
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive
Hi Mary,<br><br>Chris here from MHC Automation.<br><br>Given your role in innovation enablement at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When your teams want to update customer-facing documents like declarations pages, renewal notices, or endorsements, does that still require going through a developer to make it happen?<br><br>At carriers running older document platforms, that's usually the bottleneck. A compliance or ops person knows exactly what needs to change, but they can't touch the template. They write a ticket, a developer who knows the system has to pick it up, and the change takes days or weeks. With Progressive expanding into homeowners and renters, that kind of friction adds up fast across more product lines and more document variants.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the dependency on IT for document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for every document template change, especially with legacy tools like Documaker where developer scarcity is a growing risk.
Hi Mary,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We worked with a large healthcare payer that had a similar setup. Their compliance team would identify a required change, but getting it into production meant a 2.5-week cycle through IT. After moving to MHC NorthStar CCM, that dropped to 2 days. The compliance team handles changes directly, with approval workflows built in so IT still has the controls they need.<br><br>I think about that in the context of what Progressive is building right now. Adding homeowners and renters lines means more document variants, more state-specific requirements, more regulatory notices that need to go out on time. When a rate change or coverage update hits, your declarations and renewal notices have to reflect it accurately across millions of policyholders. If that still routes through a developer queue, the innovation work you're enabling elsewhere runs ahead of what the document layer can keep up with.<br><br>That's the gap MHC NorthStar CCM closes: the people who know what the document should say can make the change, without waiting on someone who knows the system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to complex cloud upgrades or maintaining aging technical debt, consider a self-service model that empowers business users to handle declarations and renewals directly.
Subject: One last thing, Mary
Hi Mary,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the innovation work you're driving, feel free to reach out.
Proof: MHC helped a T1 healthcare payer reduce template change cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Mary, appreciated the connection.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the developer scarcity risk that comes with tools like Documaker. Didn't want to let that thread die without saying something here.
At MHC we help insurers move template ownership off IT queues and to the business side. A T1 healthcare payer we work with cut template change cycles from 2.5 weeks to 2 days after making that shift.
Worth a quick conversation to see if any of this is relevant?
Chris
Andrew Quigg
Chief Strategy Officer
operations · c_level
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📋 UNLOCK1.PDF
Angle: strategic transition to CFO role in July 2026
Hooks: upcoming transition to CFO role on July 3, 2026 succeeding John Sauerland, background in data-driven strategy and customer experience general management at Progressive since 2007, oversight of corporate strategies for future profitable growth opportunities as current CSO
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive's scale
Hi Andrew,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Strategy Officer at Progressive, and your move into the CFO seat next July, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across auto, property, and your expanding homeowners and renters lines, does every customer-facing document change still require a developer who knows the composition system to touch it first?<br><br>At Progressive's volume, that bottleneck adds up fast. A regulatory update hits one state, a new endorsement rolls out, a renewal notice needs a disclosure tweak, and each one becomes an IT ticket. When the underlying system requires specialized developer knowledge to make the change, the business side waits. That wait has a cost, and it compounds.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's anything useful here as you think about document operations heading into the CFO role. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+) and the IT ticket bottleneck for every document change are scaling risks as you step into the CFO seat.
Hi Andrew,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor and processing fees by moving to a model where their operations team handles template changes directly, without an IT ticket.<br><br>For a carrier at Progressive's scale, that math matters differently. Across declarations pages, renewal notices, endorsements, and the new homeowners and renters documents you're rolling out, the volume of change requests is constant. Every AI initiative in underwriting and claims eventually touches a customer-facing document downstream. If the document layer still runs on a composition system that only a developer can update, the speed gains elsewhere get absorbed by the wait there.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document architecture become a financial liability; evaluate self-service alternatives that remove IT from the critical path of template updates.
Subject: One last thing on doc infrastructure
Hi Andrew,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you move into the CFO role, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their communications, while Allied Benefits eliminated $4 per document through automated processing. · Asset: UNLOCK1.PDF
Appreciate you connecting, Andrew.
Sent you a few emails recently around the document infrastructure gap in the modernisation work, specifically the developer dependency cost and the template change bottleneck that tends to compound as an organisation scales. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate have both gone through that shift, and Allied Benefits cut $4 per document out of their processing costs doing it.
Worth a quick conversation to see if any of this is relevant?
Chris
Brian Surtz
Enterprise Architect
operations · manager
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Angle: 25-year Progressive tenure + Patent 11438283 for AI conversation systems.
Hooks: Your 25-year tenure at Progressive and leadership in the move from mainframe to service-oriented architecture for policy systems., The intelligent conversational system patent (11438283) you filed for Progressive Casualty., Your current focus on enterprise Generative AI/LLM strategy and its role in modernization.
posture: peer CTA: soft type: problem_first
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Subject: Document layer + your AI roadmap
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role as Enterprise Architect at Progressive, I wanted to ask about something that comes up a lot at carriers your size. With the push into generative AI for underwriting and claims, is the document production layer keeping pace, or is it showing up as a friction point on the roadmap?<br><br>At mega-scale, that friction usually looks the same: policy documents, endorsements, declarations pages, renewal notices, claims correspondence all running through a legacy composition environment that requires a developer for every template change. When your AI initiatives start touching those document outputs, that dependency becomes a real blocker.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Brian,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be honest with you on proof: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern across the carriers we work with. Guardian Life, Allstate, Intact Financial, and Acuity all moved their policyholder communications to MHC. In each case, the same thing happened: the compliance or ops team started managing templates directly, and IT stopped being the bottleneck for document changes.<br><br>At Progressive's scale, with millions of policyholders across auto, property, and specialty lines, that matters most when something changes fast. A new state filing requirement, a CMS disclosure update, a brand change tied to the homeowners expansion. On most legacy composition platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Brian
Hi Brian,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point as the AI initiatives scale, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Brian, appreciate the connection.
Sent you a few emails about the document infrastructure gap in the modernisation work, so I won't rehash all that. At MHC we help insurers move template ownership off IT queues to the business side, which tends to free up developer capacity for the roadmap work that actually matters.
A few carriers you'd know, Allstate and Intact among them, have made that shift recently. Progressive's modernisation footprint is pretty visible from the outside, which is why it seemed worth reaching out.
Happy to reconnect here if the timing ever works.
Chris
Michelle Gadke
Sr. Process Director
operations · director
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Angle: DocOps process bottlenecks in mega-scale insurance environment
Hooks: Ongoing focus on operational efficiency amidst Progressive's plan to hire 12k+ new employees in 2025, Experience managing complex process lifecycles for high-volume document types like declarations and renewals, Oversight of process improvements during a period of massive growth (5M+ new policies in early 2026)
posture: peer CTA: soft type: problem_first
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Subject: Doc ops at Progressive
Hi Michelle,<br><br>Chris here from MHC Automation.<br><br>Given your role running process operations at Progressive, I wanted to ask about something that comes up constantly at carriers your size. When a template needs to change, whether it's a declarations page, a renewal notice, or claims correspondence, does that still run through IT and wait on a developer to touch the system?<br><br>At mega-scale insurers, that wait multiplies fast. One regulatory change can mean dozens of template variants across auto, property, and specialty lines. If the only path to updating those documents is a developer queue, the backlog builds up quickly and compliance timelines get tight.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency for your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Michelle,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>Allstate runs their policyholder communications on MHC. So do Guardian Life, Intact Financial, and Acuity. The pattern we see across all of them is pretty consistent: once the business side can manage template changes directly, the IT ticket never gets written in the first place.<br><br>That matters a lot when a state changes a disclosure requirement or CMS updates a notice format. At Progressive's volume, with millions of policyholders across auto, property, and specialty lines, a single template update can affect an enormous number of outbound documents. Declarations pages, renewal notices, cancellation letters, all of it. If your compliance or ops team has to wait on a developer to make that change, the risk exposure grows with every day of delay.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance risk and 508 accessibility friction in high-volume claims/correspondence
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document ops at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Michelle, glad you connected.
Sent you a few emails about the IT ticket bottleneck on template changes, specifically for teams running Documaker. At MHC we help insurers move that ownership to the business side so doc ops isn't waiting on a developer queue for every update.
Allstate and Intact have gone through this exact transition, and we're now working with 25+ insurers on the same problem, so the pattern is pretty consistent across the market.
Happy to reconnect here if the timing ever works.
Chris
Meghan Walsh
(VP) Business Leader of Integrated Marketing
operations · vp
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Angle: integrated brand consistency across massive document scale
Hooks: Your leadership on the award-winning 'Dr. Rick' and 'Superstore' campaigns is legendary for keeping Progressive storytelling fresh and effective., Progressive's mega-scale document needs—from decs and endorsements to claims correspondence—often sit in a different silo than the high-impact creative you lead., The recent named successor for CFO John Sauerland suggests a high-visibility window for operational efficiency plays in 2026.
posture: peer CTA: soft type: problem_first
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Subject: Document scale at Progressive
Hi Meghan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading integrated marketing at Progressive, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across auto, property, and specialty lines, does keeping brand and messaging consistent across all your customer-facing documents still depend on routing changes through a developer?<br><br>At that volume, it adds up fast. A rate notice update, a new endorsement language, a homeowners welcome kit as you're expanding that line. Each one becomes an IT ticket and a wait, even when the person who knows what the document should say is sitting right there.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling developer resources off higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Meghan,<br><br>One more thought on the document consistency piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on a similar challenge. They process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly.<br><br>The key shift was removing the developer from the day-to-day change path. When a disclosure update hits or a new product line rolls out, the people closest to the content make the change without waiting on IT. At Progressive's scale, that matters especially when a homeowners expansion or a new endorsement form has to go out to millions of policyholders fast and stay on-brand across every touchpoint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508.
Subject: One last thing, Meghan
Hi Meghan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Meghan, good to have you in the network.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you have some context on where I was going with this. At MHC we help insurers move template ownership to the business side so IT queues stop being the bottleneck on customer communications.
Allied Benefits was running over a million communications at $4 per document before they made the switch. The numbers moved pretty fast once the dependency was gone.
Happy to reconnect here if the timing ever works.
Chris
Tami Trivonovich
VP Sales, Customer Service and Call Center
operations · vp
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Angle: Alignment of customer experience metrics with backend document agility during Progressive's 10% YoY growth surge.
Hooks: Experience bridging the gap between retail sales and IT to implement consultative processes supported by new tech., Focus on business process improvements to drive extraordinary customer experience as measured by key metrics., Progressive's recent $1.5B capital activity and active recruitment for AI Capability Leaders suggests a pivot toward high-efficiency modernization.
posture: peer CTA: soft type: problem_first
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Subject: Progressive docs & customer service speed
Hi Tami,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer service and call center operations at Progressive, I wanted to ask about something we see come up a lot at carriers your size. When a policyholder calls about a billing notice or declarations page, how quickly can your team actually get that document corrected and back out the door?<br><br>At Progressive's volume, with millions of policyholders across auto, property, and specialty lines, a single template change can touch a huge number of active communications. If your document composition system still routes every change through a developer, that gap between what a call center rep promises and what actually lands in the customer's hands can get pretty wide.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help tighten the loop between your customer service teams and the documents they're accountable for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Tami,<br><br>One more thought on the document agility piece I mentioned.<br><br>We work with Allstate, Intact Financial, and Acuity, among others across 60+ insurance organizations. The pattern we see is consistent: once the carrier moves off a legacy composition system, the compliance and ops teams start managing template changes directly, and the wait disappears. A billing update that used to take two weeks gets done the same day.<br><br>That matters especially when Progressive is expanding homeowners and renters products and bundling them with existing auto policies. Every new product line is more document variants, more state-specific requirements, more calls when something looks wrong to the customer. If the people who know what the document should say still can't touch it without filing a ticket, that's a real friction point in the service experience.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Compliance/508: Reframe the legacy Documaker environment as a barrier to real-time customer service and call center resolution when documents (dec pages, billing) are rigid.
Subject: One last thing for you, Tami
Hi Tami,<br><br>Sent you a couple of notes about document agility at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale into new product lines, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Tami, appreciated the connection.
Sent you a few emails about the Documaker side of things, specifically the IT ticket wait every time a template change needs to go through a developer. At MHC we help insurers move that ownership to the business side so those queues stop blocking the work.
We've had good traction with carriers like Allstate, Guardian, and Intact on exactly that problem, and work with 25 or so insurers overall.
Worth a quick conversation to see if any of this is relevant?
Chris
Aimee Swartz
Director of Operational Support
operations · director
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Angle: document-centric operational leadership
Hooks: 36-year tenure at Progressive, moving from Senior Process Director of Claims to Director of Operational Support, Your perspective on Progressive as a 'one-stop shop' where logistics stay behind the scenes to insulate the customer, Managing output for 5M+ new policies following Progressive's massive 2025 hiring and growth spree
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive
Hi Aimee,<br><br>Chris here from MHC Automation.<br><br>Given your role in operational support at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a change needs to happen on a customer-facing document, does that still require a developer to touch it before it goes out?<br><br>At companies running large policyholder document operations, that dependency tends to create a real lag. A regulatory update hits, or a new product line rolls out, and the ops team is waiting on an IT queue to get the template changed. With Progressive expanding into homeowners and renters, I'd imagine the volume of document variants is growing fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Aimee,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting business users into the change path directly.<br><br>The pattern we see at carriers is that policyholder documents pull from multiple systems, policy admin, claims, rating, and when something needs updating, it lands on a developer who knows the platform. That works until the volume of changes outpaces the team. With a product expansion like homeowners and renters, that gap tends to widen quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Aimee
Hi Aimee,<br><br>Sent you a couple of notes about document operations at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Aimee, appreciate you connecting. Sent you a few emails about the IT dependency piece on template changes, so figured I'd reach out here too.
At MHC we help insurers get document changes off the developer queue so the business side can move on its own. Optum did this across 200+ templates with BCBS and Humana plans, which gives you a sense of the scale it works at.
Not sure if the timing is right on your end, but if any of this lands, feel free to reach out whenever.
Chris
Ryan Neuman
Solutions Architect - Business Innovation
operations · director
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Angle: Innovation architecture for massive scale
Hooks: Current focus on regulatory compliance and automation of audit controls at Progressive., 21-year tenure at Progressive, spanning roles from Lead Systems Engineer to Business Innovation Architect., Supporting the 2025-2026 hiring initiative of 12,000+ employees to scale supply chain and claims operations.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Progressive's scale
Hi Ryan,<br><br>Chris here from MHC Automation.<br><br>Given your role in business innovation at Progressive, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across auto, property, and specialty lines, does updating policyholder documents like declarations pages, renewal notices, or claims correspondence still require going through a developer every time a change is needed?<br><br>At mega-carrier scale, that dependency gets expensive fast. A regulatory update hits one state, and suddenly there's a queue of template changes that only someone with deep system access can touch. The business team knows exactly what needs to change, but they're waiting on IT to do it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding to the developer backlog. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ryan,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, and 25+ other insurers have moved their policyholder communications onto MHC. The consistent pattern: once the business side can manage template changes directly, the IT ticket queue for document updates stops being a recurring problem. Claims correspondence, renewal notices, endorsements, changes happen the same day instead of waiting on a sprint cycle.<br><br>That matters especially when a state regulatory update requires new disclosure language across millions of policies. On MHC NorthStar CCM, your compliance team makes the change directly, with approval workflows built in, without pulling a developer off higher-priority work.<br><br>I know Progressive is doing interesting things with generative AI on the underwriting and claims side. The document layer tends to be the place where that kind of innovation hits a wall if the template infrastructure can't keep up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on doc infrastructure
Hi Ryan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as Progressive scales homeowners and bundled products, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers use MHC to automate claims correspondence and policy docs without IT bottlenecks. · Asset: ULTIMA1.PDF
Hey Ryan, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, specifically getting document template changes off the developer queue. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every correspondence update. Guardian and Allstate are both running claims correspondence and policy docs through it now without routing changes through a developer.
Given your role at Progressive, figured it was worth a different channel than the inbox.
Happy to reconnect here if the timing ever works.
Chris
Pawan Divakarla
Chief Technology Officer
engineering · c_level
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Angle: strategic data leadership
Hooks: Your leadership in Progressive's data and AI strategy, particularly the $90M initiative you've built, highlights a commitment to high-scale modernization., As CTO at one of the top commercial auto underwriters, you're likely managing the friction between high-growth M&A activity and legacy Documaker systems., I noticed your focus on how cloud computing commoditizes data, which directly impacts how CCM platforms should integrate with your big data ecosystem.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Progressive
Hi Pawan,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Progressive, I wanted to ask something that comes up a lot with engineering leaders at carriers your size. With the AI and automation work your team is driving, is the document production layer keeping up, or is it still a bottleneck that requires developer time every time a template needs to change?<br><br>At mega-scale, that adds up fast. With millions of policyholders across auto, property, and your expanding homeowners and renters lines, even small changes to policyholder communications, renewals, declarations, claims correspondence, can stack up into a queue no one has bandwidth for. Especially when you're trying to free up engineering capacity for higher-priority work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the developer queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Pawan,<br><br>Following up on what I sent about the document layer piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. Across those accounts, the pattern is consistent. The insurer moves over, the business team starts managing templates directly, and the wait disappears. IT stops being the bottleneck for every declarations page update, every endorsement change, every renewal notice that has to go out accurately and on time.<br><br>That matters more when you're growing product lines fast. Adding homeowners and renters at scale means more template variants, more state-specific versions, more regulatory touchpoints. If your document platform requires a developer every time something changes, that's a drag on the roadmap you're trying to run.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with approval workflows built in, without pulling an engineer off something more important.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=compliance/508
Subject: One last thing, Pawan
Hi Pawan,<br><br>Sent you a couple of notes about Progressive's document infrastructure. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction point alongside everything else on the roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Pawan, appreciate you connecting. Sent you a few emails about the developer scarcity piece and the document layer sitting in the way of the modernisation roadmap, so figured I'd try here instead.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate, Intact, and Acuity have gone that route, and we're now working with 25+ carriers across the mid-market.
If any of this lands, feel free to reach out whenever.
Chris
Rama Rao Panguluri
Chief Architect, Head of Architecture & Innovation
operations · c_level
completed
primary
– none
🔥 Opted Out
influencer
seq 50
step 0/3
📋 CUSTOM1.PDF
Angle: strategic modernizer
Hooks: 20+ year tenure at Progressive, moving from Domain Architect to Chief Architect/Head of Architecture & Innovation, Leadership over Customer and Agent Experience Data & Analytics (2020-2023), Progressive's mega-scale document output including renewals, claims, and ID cards across Oracle Documaker
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your AI build-out
Hi Rama,<br><br>Chris here from MHC Automation.<br><br>Given your role leading architecture and innovation at Progressive, I wanted to ask about something we see come up often at carriers your size. As you push GenAI deeper into underwriting and claims, is the document production layer keeping pace, or is it still dependent on developers every time a template needs to change?<br><br>At mega-carrier scale, that dependency compounds fast. Declarations pages, endorsements, claims correspondence, renewal notices, all pulling from different systems, all requiring an IT ticket before anything gets updated. When you're trying to move quickly on new homeowners and renters products, that queue becomes a real drag.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to have a chat and see how we can help remove the developer bottleneck from your day-to-day document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rama,<br><br>Following up on what I sent about the document layer piece.<br><br>We've helped carriers like Allstate and Acuity get their compliance and ops teams making template changes directly, without routing every update through IT. The ticket never gets written. Changes happen the same day.<br><br>At Progressive's volume, that matters most when something moves fast. A new state filing requirement hits, a CMS disclosure changes, a new homeowners product launches, and your team needs declarations pages, endorsements, and cancellation notices updated across millions of policyholders without waiting on a developer who knows the composition system. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>With your AI build-out focused on underwriting and claims automation, it seems like the document output layer is the place where that speed either gets realized or gets stuck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_architecture_debt
Subject: One last thing, Rama
Hi Rama,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition setup ever becomes a friction point in your modernization roadmap, feel free to reach out.
Proof: MHC helps T2 carriers like Allstate and Acuity eliminate the IT dependency for high-volume policy and claims correspondence. · Asset: CUSTOM1.PDF
Good to be connected, Rama.
Sent you a few emails about the IT dependency piece on document changes, so you have some context already. At MHC we help insurers move template ownership off developer queues and to the business side. Allstate and Acuity both made that shift for high-volume policy and claims correspondence, which freed up their architecture teams for the work that actually needs them.
Given your scope across architecture and innovation at Progressive, figured this channel might be an easier way to have a conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Rick Smith
Digital Director
operations · director
completed
primary
– none
🔥 Opted Out
influencer
seq 50
step 0/3
📋 GUC3E41.PDF
Angle: document-led modernization and technical debt
Hooks: Experience in web development and interactive design since 2006, giving him deep context on Progressive's evolution from legacy code to modern user experience labs., His stated interest in information architecture and database design, which directly aligns with the underlying data structures of insurance documents like declarations and endorsements., Progressive's current focus on WCAG 2.1 Level AA compliance, making the accessibility of high-volume digital correspondence a critical priority for his digital team.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document tech debt at Progressive
Hi Rick,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital at Progressive, I wanted to ask about something that comes up a lot at carriers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>At mega carriers with millions of policyholders, that bottleneck tends to show up everywhere. Declarations pages, endorsements, renewal notices, cancellation letters. A regulatory change hits one state, and suddenly it's a ticket in a queue instead of a same-day fix. With Progressive expanding into homeowners and renters, you're adding new product lines and that means more document variants, more template sprawl, more IT dependency.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on the document side as you scale into new lines. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rick,<br><br>One more thought on the document tech debt piece I mentioned.<br><br>I'll be straight with you: I don't have an insurance case study with a headline metric to share. What I can tell you is the pattern we see consistently. The carrier moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait on IT for document changes disappears. The ticket never gets written.<br><br>At your volume, with millions of policyholders across auto, property, and now homeowners and renters, that matters. A state filing change or a product update shouldn't be a developer project. Declarations pages, endorsements, premium notices, they should be something your business teams can handle the same day.<br><br>The generative AI work you're doing in underwriting and claims is forward-looking. The document layer is often what slows that kind of modernization down because every output still runs through a system only a developer can touch.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, Rick
Hi Rick,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Rick, appreciate the connection.
Sent you a few emails recently about the IT dependency piece, so you've got some context on what we do. At MHC we help insurers get template ownership off the developer queue and into business hands. Optum moved 200+ templates that way, and it's now the model a few of the Blues plans and Humana have followed.
Given Progressive's footprint, the document infrastructure gap in a modernisation push tends to show up fast. Happy to reconnect here if the timing ever works.
Chris
Akiba Medina
Director - IT
operations · director
completed
primary
– none
🔥 Opted Out
influencer
seq 54
step 0/3
📋 CUSTOM1.PDF
Angle: strategic efficiency via IT-business user self-service
Hooks: Current role as Director of IT at Progressive focusing on strategic technology alignment., Recent Q1 2026 earnings growth of 10% driven by Progressive's operational efficiency., Progressive CEO's directive to maintain flat headcount despite growth, requiring higher technical productivity.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and IT bandwidth
Hi Akiba,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Progressive, I wanted to ask about something that comes up constantly at carriers your size. Is updating customer-facing documents like declarations pages, endorsements, or renewal notices still going through a developer queue?<br><br>At mega-scale, that bottleneck gets expensive fast. A regulatory change in one state means someone has to touch the template in a system that only a handful of people know how to operate. Meanwhile your team is trying to ship AI initiatives and the homeowners expansion, and document changes are eating developer cycles that should be going somewhere else.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help free up your team's capacity on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Akiba,<br><br>One more thought on the developer bandwidth piece I mentioned.<br><br>Guardian Life and Allstate both modernized their high-volume policyholder correspondence without adding developer headcount. The way they did it was by getting the business side, compliance teams, operations, whoever owns what the document actually says, into a position where they could make template changes directly.<br><br>IT stopped being the bottleneck for every endorsement update or renewal notice change. The ticket never gets written. That matters especially when a state files a new disclosure requirement and it has to go out to millions of policyholders before a hard deadline.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last note on doc infrastructure
Hi Akiba,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate modernized their high-volume correspondence without adding developer headcount. · Asset: CUSTOM1.PDF
Akiba, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, specifically around template changes sitting in developer queues. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update.
Guardian and Allstate both modernized their high-volume correspondence without adding developer headcount, which tends to be the part that resonates with teams stretched thin on the IT side.
Worth a quick conversation to see if any of this is relevant?
Chris
Jim Warren
Director of Enterprise Architecture
engineering · director
completed
primary
– none
🔥 Opted Out
decision_maker
seq 55
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise architecture alignment with 2025 growth hiring surge
Hooks: Leadership transition to Andrew Quigg in 2026, Goal of hiring 12,000 new staff in 2025, Architecture oversight for high-volume policy docs like decs and renewals
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure, Progressive
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Progressive, I wanted to ask about something we see come up a lot at carriers your size. With millions of policyholders across auto, property, and specialty lines, does updating policyholder-facing documents still require a developer who knows the composition system?<br><br>At that scale, even a small regulatory change can mean dozens of template variants across states. If the change has to go through a developer queue every time, that's a real bottleneck when you're also pushing AI and platform modernization initiatives forward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your architecture team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jim,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance carriers. The pattern is consistent: the insurer moves to MHC NorthStar CCM, compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>For a carrier expanding into homeowners and renters at Progressive's scale, that matters. State-specific endorsements, renewal notices, declarations pages, cancellation notices. Every new product line adds template variants. When a regulatory change hits, the wait disappears because the business side handles it with approval workflows built in.<br><br>With your team also building out AI capabilities for underwriting and claims, the last thing enterprise architecture needs is developer bandwidth going toward routine template edits.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to de-risk document operations. · Asset: UNLOCK1.PDF
Hey Jim, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so I won't rehash all of that here. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are both running on MHC now for that reason, along with a couple dozen other carriers who needed to de-risk document operations without adding engineering headcount.
Worth a quick conversation to see if any of this is relevant?
Chris
Brad Hollatz
VP Enterprise Architecture
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise cloud modernization and technical debt reduction
Hooks: your record of modernizing legacy platforms into cloud-native ecosystems (Azure, Snowflake), managing tech roadmaps for $70B+ AUM financial organizations, translating complex architecture into measurable business outcomes
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT ticket wait per change and developer scarcity
—
Reframe: legacy CCM blocking your cloud-native roadmap; compliance/508 automation
Subject: —
—
Proof: Guardian and Allstate (T2 insurers) achieved 25% efficiency gains and mid-market leadership via MHC · Asset: UNLOCK1.PDF
—
Brian Sharp
Director, Claims Operations & Business Process Transformation
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic claims modernization and print production scale
Hooks: Directing claims operations and business process transformation at Progressive while navigating a 21% growth in net premiums., Managing the complexity of mega-scale document types like claims correspondence and ID cards within Oracle Documaker., Recent hiring of Print Production Specialists in Mayfield Village to support the massive influx of 12,000 new workers.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: don't default to legacy; evaluate business-user self-service to bypass IT bottlenecks
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate manage massive template volumes without technical debt. · Asset: UNLOCK1.PDF
—
Christopher Jordan
Estimate Automation Director
operations · director
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: AI-driven claims transformation
Hooks: Your recent transition from Property Damage Process Director to Estimate Automation Director, Focus on leveraging AI and machine learning to automate claims estimation, Experience overseeing the deployment of scalable models to assess vehicle damage
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: MHC NorthStar CCM empowers teams to manage complex insurance documents like renewals and claims correspondence without a $150K+ developer bottleneck. · Asset: ULTIMA1.PDF
—
Daryl Chance
Property IT Domain Architect
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: IT leadership at Progressive for 20+ years, focusing on in-house flood and claims systems architecture.
Hooks: 22-year tenure at Progressive, spanning roles from lead developer to Property IT Domain Architect., Deep expertise in high-volume claims and homeowners systems, likely involving complex document outputs like declarations and endorsements., Progressive's recent $1.5B senior notes pricing and $2.57B net income suggest significant scale-up requirements for IT infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The 'developer scarcity' trap with Documaker: specialized talent for legacy CCM is increasingly rare and expensive ($150K+), creating a bottleneck for the property IT roadmap.
—
Reframe: Instead of defaulting to a standard upgrade, evaluate if the current architecture forces IT to own every template change. A modernized approach allows business users to self-serve, freeing architects for higher-value integration work.
Subject: —
—
Proof: MHC helps T1 insurers like Guardian and Allstate manage hundreds of complex templates while reducing IT dependency. Guardian specifically leveraged MHC to modernize their document strategy without the typical migration risk. · Asset: CUSTOM1.PDF
—
Kristi Tarrant
Associate Manager of Business Systems, External Communications
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: document lifecycle efficiency
Hooks: Associate Manager of Business Systems in External Communications role at Progressive, Focus on cost-effective management of transactional content fundamental to the document life cycle, Leading a team of Business Systems Consultants (BSCs) focused on high-quality document development, Progressive's reported $22.19B quarterly revenue growth and active IT hiring as of April 2026
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Guardian and Allstate (T2) and 25+ other insurers trust MHC for complex document operations · Asset: UNLOCK1.PDF
—
Luke Bortnik
Agency Digital Platform Leader
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: Legacy technical debt + leadership shift
Hooks: 20-year Progressive veteran transitioning from technical delivery to agency platform leadership, Experience managing complex data operations and IT application programming, Awareness of the CFO transition to Andrew Quigg in 2026 and related strategic roadmap shifts
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: MHC helps insurers like Guardian and Allstate eliminate the $150K+ developer bottleneck for template changes. · Asset: ULTIMA1.PDF
—
Matt Hanculak
Product Leader
operations · director
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: Progressive's recent 10% Q1 net income growth and the expansion into pet insurance, which likely adds significant volume and variety to the current Oracle Documaker template library.
Hooks: Q1 2026 net income of $2.8 billion, new pet insurance offering for cats and dogs underwritten by Progressive, scaling declarations and renewals for the new pet line
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: UNLOCK1.PDF
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Sam Belina
Organizational Design & Systems Strategist | AI Adoption · Change Activation · Foresight
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: AI/Modernization friction in Claims ops
Hooks: Experience architecting the operational knowledge backbone for a 120+ person Claims operation, Focus on where 'systems quietly tax people' and reducing task time by 88%, Background in bridging enterprise systems practice with human-centered design stances
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT/developer scarcity ($150K+) and the 'systems tax' of legacy Documaker templates blocking the AI/modernization roadmap.
—
Reframe: Don't let document composition be the 'judgment bottleneck'; move toward business-user self-service to reclaim hours spent on template tickets.
Subject: —
—
Proof: MHC helped a leading insurer (Allstate/Guardian tier) modernize from legacy bottlenecks to agile delivery, matching your mobile-first strategic pivot. · Asset: ULTIMA1.PDF
—
Brian Buck
Senior Digital Workplace Transformation Lead
operations · director
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: AI-driven transformation and scale
Hooks: Your recent focus on AI for Organizational Leaders and Digital Employee Experience (DEX) at Progressive's scale., Progressive's massive 2025 hiring surge (12k+ new employees) increasing the volume of onboarding and member comms., Legacy constraints of Documaker Studio often acting as a bottleneck for the 'modernization of digital productivity' you've championed since 2015.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
David Christopher
Director, Digital Experience Advancement
operations · director
completed
primary
– none
influencer
step 0/3
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
—
Nelson Hittner
Lead Program Manager Architecture
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: architecture_alignment
Hooks: Current focus on architecture program management at Progressive, Responsibility for bridging high-level strategy with technical execution, Involvement in Progressive's mega-scale digital modernization and Gen AI roadmap
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance_508
Subject: —
—
Proof: T2_metric · Asset: ULTIMA1.PDF
—
Shari Hansen
IT Director
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: IT platform ownership & developer scarcity
Hooks: Leadership role overseeing computing technology and platform ownership at Progressive, Focus on updating/upgrading technology with low impact and cost, Managing hardware and software lifecycles for high-scale enterprise computing
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: Documaker: DocOps=IT ticket wait per change, E2=compliance/508.
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Todd Makrucki
Technical Lead - Service Owner - Customer Platform
engineering · director
completed
primary
– none
🔥 Opted Out
decision_maker
seq 41
step 0/3
📋 ULTIMA1.PDF
Angle: long_tenure_internal_mobility
Hooks: 27-year tenure at Progressive, evolving from Lotus Notes intern to Service Owner, Ownership of the Customer Platform amidst 2025-2026 leadership transitions (Mari Pumarejo, Andrew Quigg), Experience managing core claims and technical tools teams since 2003
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Customer Platform doc layer, Todd
Hi Todd,<br><br>Chris here from MHC Automation.<br><br>Given your role owning the Customer Platform at Progressive, I wanted to ask about something that comes up a lot at carriers your size. Is document template management still a developer task, or has your team found a way to hand that off to the business side?<br><br>At mega-scale insurers, the pattern we see is this: policyholder communications like declarations pages, renewal notices, endorsements, and claims correspondence are all sitting in a document layer that only a developer can touch. Every change is a ticket. Every regulatory update is a project. With millions of policyholders across auto, property, and now the homeowners and renters expansion, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Todd,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving the template ownership to the business side. IT stopped being the bottleneck, and the savings compounded fast at that volume.<br><br>The reason that works is the compliance and ops teams make changes directly, with approval workflows built in. No ticket, no wait. For a carrier running Progressive's volume across auto, property, and a growing homeowners book, that matters especially when a state regulatory change has to propagate across declarations pages and renewal notices in days, not weeks.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Todd
Hi Todd,<br><br>Sent you a couple of notes about the document layer on the Customer Platform. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the AI and platform work scales up, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Todd, appreciate the connection.
Sent you a few emails recently about the IT dependency piece, getting template changes off the developer queue so your team isn't the bottleneck on every policyholder communication update. At MHC we help insurers move that ownership to the business side.
Guardian, Allstate, and Intact run their policyholder communications on MHC, so it's a well-worn path in this space across 60+ insurance organisations.
Happy to reconnect here if the timing ever works.
Chris
Tomeka Robinson
Director, Customer Relationship Management Process
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise-wide simplification and tool streamlining
Hooks: Directing enterprise-wide simplification to enhance employee and customer experiences across all insurance product lines, Leading strategies to automate work and streamline tools to help front-line teams deliver faster service, Previous role at Level20 focused on launching new businesses and SaaS applications for 30K+ users
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
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Reframe: business-user self-service
Subject: —
—
Proof: MHC helps 25+ major insurers like Guardian and Allstate move faster with a top-ranked mid-market CCM solution · Asset: ULTIMA1.PDF
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Julianna Kuemmerle
IT Application Developer
engineering · manager
completed
primary
– none
influencer
step 0/3
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
—
Jennifer Prout
Senior Director, Commercial Lines Operations
operations · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: commercial_lines_ops_modernization
Hooks: Current focus on Commercial Lines Operations at Progressive, Experience in Six Sigma and Lean manufacturing from GE/ERICO applied to insurance workflows, Direct oversight of operational efficiency for complex commercial document types like certificates and endorsements
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business_user_self_service
Subject: —
—
Proof: T2_metric · Asset: UNLOCK1.PDF
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Kathryn Fondren
Senior Leader - Claims Strategy & Risk Management
operations · director
completed
primary
– none
influencer
step 0/3
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
—
Aaron Urias
External Communications Manager (Customer Content Strategy)
operations · manager
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: recent_promotion_to_content_strategy
Hooks: your recent move to External Communications Manager focused on Customer Content Strategy, optimizing personalized, brand-aligned content delivery across channels at Progressive, your background in Claims Leadership and Multilingual Experience [MLE] strategy
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business_user_self_service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
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Chelsea Garfield
Vice President Information Technology
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: recent move to Patriot Select + Claims System background
Hooks: Congratulating her on the recent move to VP of IT at Patriot Select (ARX/Progressive subsidiary) as of Jan 2026., Referencing her 13+ year tenure at Citizens Property Insurance, specifically her leadership in Claims Systems and Enterprise Architecture., Connecting the $2.57B Q1 net income growth at Progressive/ARX to the need for scalable document operations.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The 'developer scarcity' trap with Documaker—relying on a shrinking pool of specialized $150K+ talent for every endorsement or claims correspondence change while Progressive scales toward record net income.
—
Reframe: Documaker's technical debt isn't just a cost; it's a 'legacy blocking the roadmap' for ARX's hybrid-work digital transformation. Reframe from 'buying a tool' to 'decoupling business users from the IT ticket queue'.
Subject: —
—
Proof: Natera reduced their template turnaround from 2.5 weeks to just 2 days by moving away from legacy constraints. · Asset: GUC3E41.PDF
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Dan Witalec
Chief Strategy Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_modernization
Hooks: Experience overseeing Claims Control and Marketing Strategy prior to current CSO role, History of leading AI-powered chatbot initiatives for customer acquisition, Role in managing growth initiatives during 12,000+ employee hiring wave
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: MHC helps T1 insurers like Guardian and Allstate manage mega-scale document ops without the developer bottleneck. · Asset: ULTIMA1.PDF
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Erik Mlincek
Senior Enterprise Architect
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise architecture at scale with a focus on modernization and cloud-native transitions
Hooks: Your 20+ years of architectural leadership at Progressive, specifically overseeing large-scale transformations., The shift toward cloud-native solutions like OCP and AWS within your infrastructure., Managing complex document ecosystems across the diverse product lines like the ones Progressive Michigan handles.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT developer scarcity and the bottleneck created by legacy Documaker architecture requiring specialized technical resources for every template change.
—
Reframe: Moving beyond the technical debt of legacy systems to a business-user self-service model that offloads DocOps from the IT roadmap.
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate migrate from legacy systems to modernize member communications while maintaining compliance. · Asset: UNLOCK1.PDF
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John Karpiel
Enterprise Data Architect
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise data architecture and legacy modernization
Hooks: Ongoing 14-year tenure as Enterprise Data Architect at Progressive overseeing large-scale data modeling., Focus on data warehousing and metadata strategies which are critical for the 12,000+ new hires joining Progressive this year., Experience with Oracle platforms, relevant to managing the complexity of Progressive's 5M+ new policies.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_lock_in_risk
Subject: —
—
Proof: Guardian and 25+ major insurers use MHC to automate document operations. · Asset: UNLOCK1.PDF
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Ken Rolsen
IT Director, Enterprise Architecture Services
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise architecture alignment with Progressive's 2025 growth plans
Hooks: Current oversight of Enterprise Architecture Services during Progressive's initiative to hire 12,000 new employees in 2025, Alignment of core IT infrastructure with the extended Mitchell partnership for claims management, Managing legacy CCM systems like Documaker amidst high-volume document types like declarations and claims correspondence
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_lock_in_risk
Subject: —
—
Proof: The Guardian, Allstate, and 25+ other insurers utilize MHC to modernize document operations and eliminate developer bottlenecks. · Asset: ULTIMA1.PDF
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Larry Milburn
SVP, Director of Strategic Partnerships
operations · vp
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: AI-led modernization & strategic partnerships
Hooks: Your 2026 outlook on the shift from legacy-driven environments to a digital culture where AI is central to P&C claims., Progressive’s recent launch of the new pet insurance offering underwritten by Progressive, expanding the policy lifecycle., Reported Q1 2026 net income of $2.8 billion and the focus on embedding clarity across the policy lifecycle.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: Documaker
Subject: —
—
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
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Michelle Smith
Group Manager - IT Control | Supplier and Vendor Management Office
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: vendor-specific operational bottleneck with Oracle Documaker
Hooks: Current role leading IT procurement and supplier management at Progressive since 2022, Extensive background in external labor rationalization and supplier strategy from Nationwide and Cardinal Health, Progressive's current use of Oracle Documaker for high-volume insurance document production
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker's developer scarcity is creating a $150K+ talent gap and template change backlog for Progressive's 5M+ new policies.
—
Reframe: Don't let legacy architecture dictate your digital roadmap; evaluate self-service alternatives that empower business users to manage templates without IT tickets.
Subject: —
—
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, and helped Natera reduce template turnaround from 2.5 weeks to just 2 days. · Asset: UNLOCK1.PDF
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Randy Brewton
Enterprise Architect
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise scalability & AI alignment
Hooks: Current role as Enterprise Architect at Progressive Insurance, Active hiring for AI Capability Leaders and Lead Software Developers at Progressive, Context of Progressive's 10% YoY growth and $1.5B senior notes pricing for capital management
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT is often the bottleneck for template changes in Documaker, but the deeper risk is developer scarcity; finding $150K+ talent to maintain legacy systems like Documaker is becoming a strategic liability as Progressive scales.
—
Reframe: Instead of defaulting to an Oracle Cloud upgrade, consider a self-service model that offloads template logic to business users, freeing your Lead Developers to focus on high-priority AI and modernization roadmaps.
Subject: —
—
Proof: MHC helps T1 insurers like Guardian and Allstate manage massive document volumes while eliminating the IT dependency for declarations and renewals. · Asset: CUSTOM1.PDF
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Ty Anderson
Claims Senior Vice President
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: Claims excellence and scale during massive organizational growth
Hooks: Progressive's 12,000+ employee hiring surge for 2025-2026, Managing high-volume claims correspondence including renewals and cancellations at mega-scale, Optimizing document operations following the significant 2026 capital returns and dividend
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity and IT ticket backlogs delaying critical claims correspondence updates
—
Reframe: Ensuring WCAG 2.1 AA compliance across all digital claims docs without defaulting to legacy IT bottlenecks
Subject: —
—
Proof: Guardian, Allstate, and 25+ insurers leveraging MHC for self-service document agility · Asset: ULTIMA1.PDF
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Fred Linnenbrink
Enterprise Architecture Leader
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise scalability & technical debt management
Hooks: Progressive's 2025 hiring surge of 12,000+ employees and the resulting pressure on enterprise systems, Maintaining architecture agility while supporting 5 million+ new policies added in early 2026, Managing legacy Documaker infrastructure amidst aggressive digital growth and developer scarcity
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: Documaker: compliance/508 and the risk of maintaining specialized developer teams vs modern architecture
Subject: —
—
Proof: MHC helps 25+ insurers including Guardian and Allstate modernize document operations while reducing IT dependency. · Asset: UNLOCK1.PDF
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Megan Marston
Digital Product Strategy & Process Leader
operations · manager
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital roadmap ownership and past agency-side experience managing the Progressive account
Hooks: your current focus on creating calm through chaos by aligning holistic product vision with nuanced process details, your unique history with Progressive, having previously managed the account as a Digital Producer at BEAM Interactive, your commitment to delivering customer-first digital experiences that solve complex puzzles into actionable solutions
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: digital_transformation: legacy CCM (Documaker) acting as a technical anchor, preventing the rapid deployment of customer-first experiences like renewals and claims correspondence
—
Reframe: don't let developer scarcity and the IT ticket bottleneck for every document template change block your modernization roadmap
Subject: —
—
Proof: T2_metric: Guardian, Allstate, and 25+ other leading insurers use MHC to unlock document agility and achieve Aspire #1 mid-market status · Asset: UNLOCK1.PDF
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Mike Talladino
IT Platform Manager - Claims Framework Application Development
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: strategic oversight of claims framework and platform stability during high-growth periods
Hooks: Leadership of the Claims Framework Application Development team at Progressive, Experience managing large-scale IT platforms for claims processing, Navigating $22B+ quarterly revenue growth and the technical scale required to support it
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, and 25+ other insurers use MHC to decouple DocOps from IT development. · Asset: UNLOCK1.PDF
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Jeff Cygan
IT Director
engineering · director
completed
primary
– none
🔥 Opted Out
decision_maker
seq 18
step 0/3
📋 CUSTOM1.PDF
Angle: Documaker modernization for aggressive 2025-2026 hiring scale
Hooks: Ongoing tenure leading IT at Progressive, Alignment with 12,000+ new hires plan needing efficient tools, Oracle Documaker footprint for mega-scale policy issuance
posture: peer CTA: soft type: problem_first
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Subject: Document infra at Progressive
Hi Jeff,<br><br>Chris here from MHC Automation.<br><br>Given your role as IT Director at Progressive, I wanted to ask about something we see come up a lot at carriers your size. With the growth you're planning through 2025 and 2026, are document templates like declarations pages, renewal notices, and endorsements still sitting behind a developer queue?<br><br>At mega-carrier scale, that bottleneck gets expensive fast. Every time a product or compliance change touches a core template, you're waiting on someone who knows the system. And the pool of people who actually know that system keeps getting smaller.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if any of this is relevant to what your team is navigating right now. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Progressive's 2026 growth plan is massive, but relying on a shrinking pool of Documaker developers to maintain core templates like decs and renewals creates a literal roadmap bottleneck.
Hi Jeff,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth mentioning: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by shifting template ownership to their operations team.<br><br>The pattern we see at high-volume insurers is similar. Declarations pages, renewal notices, endorsements, all managed through a system that requires developer access for every change. When a state filing comes in or a product team updates coverage language, that's a ticket, a wait, and a developer pulled off something else.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Maintaining Documaker isn't just a technical debt issue; it's a talent risk. Instead of hiring rare $150K+ developers just to tweak policy templates, you could shift that document ownership to business users.
Subject: One last thing, Jeff
Hi Jeff,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you scale, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate move away from developer-heavy legacy systems. For high-volume environments, we've helped teams like Allied Benefits eliminate $4 per document in operational overhead. · Asset: CUSTOM1.PDF
Hey Jeff, good to be connected.
Sent you a few notes recently about the Documaker dependency piece and how that ties into scaling template workflows without growing the developer queue alongside it.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every decs or renewal change. Allied Benefits is one example where that shift took real per-document cost out of the operation.
Happy to reconnect here if the timing ever works.
Chris
Tara Townsend
Director, Agency Marketing and Experience
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 43
step 0/3
📋 ULTIMA1.PDF
Angle: strategic agency experience and transition from centralized CX to journey management
Hooks: your recent move to Director, Agency Marketing and Experience in Feb 2026, leadership in shifting Progressive from product-focused to journey management discipline, experience embedding CX practices across the organization and addressing technology needs for experience delivery
posture: peer CTA: soft type: problem_first
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Subject: Progressive agency docs, quick question
Hi Tara,<br><br>Chris here from MHC Automation.<br><br>Given your role leading agency marketing and experience at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When your agency-facing documents need to change, does that still require an IT ticket and a developer before anything goes out?<br><br>At mega-carriers running millions of policyholder touchpoints, even small updates to agency quotes, declarations, or endorsement packets can get stuck behind a developer queue. With Progressive expanding homeowners and renters across the agency channel, the volume of document variants only goes up. If the people closest to the agency experience can't make those changes directly, the journey work tends to stall at the document layer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help reduce the friction between your team's intentions and what actually reaches agents. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity ($150K+ per dev) creating bottlenecks for agency-facing documents like declarations and quotes.
Hi Tara,<br><br>Following up on what I sent about the document layer piece.<br><br>We work with insurance carriers where the pattern looks like this: Allstate, Guardian Life, Acuity, and about 60 others moved to MHC because their compliance and marketing teams were waiting weeks for developer cycles every time a document needed to change. The ticket queue was the bottleneck, not the people.<br><br>With MHC NorthStar CCM, the business side makes template changes directly, within controls IT sets. When a new homeowners product rolls out across the agency channel, the declarations page, the quote summary, the welcome packet, those get updated the same day, not three sprints later. At Progressive's volume, with millions of agency touchpoints annually, that speed matters especially when you're trying to tighten the bundling story across auto, home, and renters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker's rigid architecture forces a 'legacy blocking roadmap' situation; moving to business-user self-service removes the IT ticket wait.
Subject: One last thing on the doc side
Hi Tara,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the agency experience side, feel free to reach out.
Proof: Insurance industry leaders like Allstate and Guardian use MHC to eliminate legacy liability, and we are ranked #1 for mid-market by Aspire. · Asset: ULTIMA1.PDF
Tara, appreciate you connecting. Sent you a few emails recently about the IT dependency piece on agency-facing documents like declarations and quotes, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Allstate uses us for exactly that kind of work, which is part of why Aspire ranked us number one for mid-market insurers.
If any of this lands, feel free to reach out whenever.
Chris
Ryan Dacey
Director Digital Data Strategy & Activation
operations · director
completed
primary
– none
🔥 Opted Out
influencer
seq 50
step 0/3
📋 ULTIMA1.PDF
Angle: strategic data activation & digital transformation
Hooks: Your focus on digital data strategy and activation at Progressive, Recent strategic efficiency notes from leadership regarding headcount and technology, Background in organizational change management and strategic planning
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates + digital roadmap, Progressive
Hi Ryan,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital data strategy and transformation at Progressive, I wanted to ask about something that comes up a lot at carriers your size. As you're pushing gen AI into underwriting and claims, is the document layer keeping pace, or does every template change still require a developer to touch it?<br><br>At scale, that bottleneck gets expensive fast. Policyholder communications, endorsements, renewal notices, claims correspondence, all pulling from different systems. When a product change hits or a new state regulation comes through, someone has to update templates in a system only a few people know how to touch. That slows down the kind of agility a transformation roadmap actually needs.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer out of the way of your broader roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ryan,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One more thought worth sharing: the pattern we see at large carriers is that the document layer becomes the last manual dependency in an otherwise automated workflow. Claims gets smarter. Underwriting gets faster. But when a disclosure has to change, IT still owns the template.<br><br>With carriers on MHC NorthStar CCM, the compliance or ops team makes that change directly, with approval workflows built in. The ticket never gets written. At millions of policyholder touchpoints, declarations pages, endorsements, cancellation notices, renewal correspondence, that kind of speed matters especially when a state regulatory change has to propagate across your entire book fast.<br><br>I'll be honest: I don't have a single Progressive-specific case study to share. What I can tell you is that Guardian Life, Allstate, Intact Financial, and Acuity all moved their policyholder communications to MHC, and IT stopped being the bottleneck for document changes. That's the consistent outcome.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Ryan
Hi Ryan,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: 25+ insurers including Guardian and Allstate · Asset: ULTIMA1.PDF
Hey Ryan, good to be connected.
Sent you a few emails about the IT dependency piece I mentioned, so you've probably got the gist of what MHC does, moving template ownership to the business side so document changes don't sit in a developer queue.
We work with 25+ insurers, Guardian and Allstate among them, on exactly that. Given the digital transformation work you're leading at Progressive, figured it was worth a direct note rather than another email.
If any of this lands, feel free to reach out whenever.
Chris
Karen Bailo
Commercial Lines President
operations · vp
completed
primary
– none
🔥 Opted Out
decision_maker
seq 7
step 0/3
📋 UNLOCK1.PDF
Angle: strategic oversight of CL IT platform strategy and P&L for a $10B+ business
Hooks: your role overseeing IT platform strategy for the $10B+ Commercial Lines business, Progressive's focus on operational efficiency and advanced data analytics reported in your strategy cascade, your team's recent expansion into the transportation market via the Protective rebranding
posture: peer CTA: soft type: problem_first
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Subject: Document ops for a $10B CL book
Hi Karen,<br><br>Chris here from MHC Automation.<br><br>Given your oversight of the CL IT platform strategy at Progressive, I wanted to ask about something we see come up a lot at carriers your size. With a $10B+ commercial lines book, does every change to a policyholder document still require going through a developer who knows the underlying system?<br><br>At your volume, that bottleneck adds up fast. A regulatory update to a commercial auto endorsement or a certificate of insurance means an IT ticket, a queue, and a wait, while the change sits. That's before you factor in the generative AI and underwriting automation work your team is already driving. The document layer tends to be the last thing to modernize, and it slows everything else down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on the document change side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Karen,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Intact Financial runs their policyholder communications on MHC. The pattern we see across insurers like them is consistent. Once the business side can manage template changes directly, the IT queue for document updates stops being a project and becomes a non-event.<br><br>That matters especially at renewal cycles or when a state regulatory change has to propagate across millions of commercial auto and property policies fast. On most legacy document systems, that's a developer project. On MHC NorthStar CCM, the compliance or ops team handles it directly, with controls in place.<br><br>With the AI and automation investments Progressive is already making on the underwriting and claims side, it's worth asking whether the document production layer is keeping pace or creating drag.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Karen
Hi Karen,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Karen, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes and the way legacy document infrastructure tends to slow down broader roadmap work. At MHC we help insurers move template ownership to the business side and off developer queues. Acuity and Intact both made that shift, along with 25 or so other carriers we work with across the mid-market and up.
If any of this lands, feel free to reach out whenever.
Chris
Justin Walter
Sr. Director Agency Systems & Experience
operations · director
completed
primary
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Angle: agency_systems_and_customer_acquisition
Hooks: your focus on Agency Systems & Experience and customer acquisition at Progressive, managing massive document volume (declarations, endorsements, renewals) across agent channels, streamlining broker-facing document composition or quoting processes without IT gridlock
posture: peer CTA: soft type: problem_first
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Subject: Agency doc changes, Justin
Hi Justin,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing agency systems at Progressive, I wanted to ask about something we run into a lot at carriers your size. When agency-facing documents need to be updated, does that still require an IT ticket and a developer to make the change?<br><br>At carriers with millions of policyholders, that bottleneck tends to show up the most when something time-sensitive hits. A state regulatory change, a new product rollout, a coverage update tied to the homeowners expansion. The people who know what the document should say have to wait on a queue to get it done.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of your ops teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Justin,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. Across 60+ insurance carriers, the pattern is pretty consistent. The insurer moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every change.<br><br>For a carrier expanding into homeowners and renters, that matters. New product lines mean new document variants, new state-specific language, new disclosures. With your volume, those changes have to move fast and they have to be accurate across the board.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls in place so nothing goes out without the right approvals.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Justin
Hi Justin,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Justin, saw you connected and figured I'd say hi over here since the emails didn't spark anything.
At MHC we help insurers shift template ownership off IT queues to the business side. The document infrastructure gap in the modernisation work tends to be where that matters most, which is what I was getting at in what I sent over.
Allstate and Intact have both moved in this direction, along with a few dozen other carriers at this point.
Happy to reconnect here if the timing ever works.
Chris
Amy Castiglione
Director of Data Analysis
operations · director
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Angle: analytical leadership and business-IT collaboration
Hooks: your experience co-leading the $20M claims data warehouse replacement and building the Data Governance program from scratch, leading a 35-person team supporting critical claims processes like First Notice of Loss (FNOL) and Subrogation, your commitment to WCAG 2.1 Level AA compliance for digital document delivery at Progressive
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive
Hi Amy,<br><br>Chris here from MHC Automation.<br><br>Given your role in data analysis at Progressive, I wanted to ask about something we see come up a lot at carriers your size. Does every change to claims correspondence or policyholder notices still require going through IT and waiting on a developer to touch the template?<br><br>At mega-scale insurers, that wait is usually weeks, not days. A regulatory update hits, or a new product rolls out like your homeowners expansion, and the document layer becomes the bottleneck. The people who know what the notice should say can't get to it. The ones who can get to it have a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team reduce the wait between a document change being needed and it actually going out. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's technical overhead is a bottleneck for Claims Control analysts; every change to claims correspondence or settlement letters shouldn't require a $150K+ developer IT ticket and a 4-week wait.
Hi Amy,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across multiple plan types, covering authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. Their turnaround on document changes dropped by about 90%.<br><br>The way it worked: their compliance and ops teams started handling template updates directly. IT stopped being in the change path for day-to-day edits. When a requirement changed, the people who understood the content made the update, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With Progressive expanding into homeowners and renters, that's a lot of new document variants that need to go out accurately and fast. The same pattern applies to claims correspondence, renewal notices, and declarations across millions of policyholders.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT for Documaker template updates, business-user self-service allows your analysts to own the logic for declarations and renewals, bypassing the developer scarcity holding back your automation and Gen AI programs.
Subject: One more thing, Amy
Hi Amy,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage 25+ complex document types, while T1 peers like Optum handle 200+ templates with 90% faster turnaround. · Asset: ULTIMA1.PDF
Hey Amy, appreciated the connection.
Sent you a few emails about the Documaker overhead piece, specifically the developer dependency every time Claims Control needs a change to correspondence or settlement letters. Figured LinkedIn was worth a shot since the emails didn't land.
At MHC we help insurers move template ownership to the business side, off the IT queue. Allstate and Guardian both run 25+ complex document types through it, and peers like Optum have cut turnaround by 90% on template changes.
If any of this lands, feel free to reach out whenever.
Chris
Rob Slade
Agency Servicing Experience Leader
operations · director
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📋 UNLOCK1.PDF
Angle: ownership of agent communications platform and portal integrations
Hooks: managed digital communication platform for CX organization responsible for enterprise-wide execution, business ownership of ForAgentsOnly.com portal and AMS integrations, direct experience managing communications for customers, agents, and prospects
posture: peer CTA: soft type: problem_first
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Subject: Agent docs at Progressive
Hi Rob,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing agent servicing experience at Progressive, I wanted to ask about something that comes up constantly at carriers your size. When agent-facing documents need to change, does that still require going through a developer to get it done?<br><br>At mega-carriers running large agent portals, the bottleneck usually isn't the business decision. It's the template. Someone on your team knows exactly what the agent communication should say, but they're waiting on IT to make the actual change. With Progressive expanding into homeowners and renters, I'd imagine the volume of agent-facing documents and portal content is growing faster than the change cycle can keep up with.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on agent communications without adding to the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rob,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>I'll be straight with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across Guardian Life, Allstate, Intact Financial, and Acuity, plus 60+ other carriers. The insurer moves to MHC, the compliance or ops team starts managing templates directly, and the wait disappears. The ticket never gets written.<br><br>That matters more when you're scaling a product line fast. With homeowners and renters coming online, agent communications, portal notices, and endorsement documents are going to multiply. If every variation requires a developer who knows your document system, the business side gets stuck waiting every time something needs to change.<br><br>That's what MHC NorthStar CCM does differently: your ops or compliance team makes the change directly, with approval workflows built in, without pulling IT into every update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Rob
Hi Rob,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale the homeowners and renters rollout, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers plus Aspire #1 mid-market leader status · Asset: UNLOCK1.PDF
Hey Rob, good to be connected.
Sent you a few emails about the IT dependency piece I mentioned, so figured I'd try here instead. At MHC we help insurers get template ownership off developer queues and onto the business side. Guardian, Allstate, and a few dozen others have made that move, which is part of why MHC landed the top mid-market spot in the Aspire rankings.
Worth a quick conversation to see if any of this is relevant?
Chris
Steve Broz
Chief Information Officer
engineering · c_level
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Angle: developer_scarcity
Hooks: Progressive's goal of hiring 12,000 new employees in 2025 creates a massive internal demand for efficient onboarding and system scaling, March 2026 growth of 5 million+ new customers directly impacts the volume and complexity of claims correspondence and policy renewals, Previous leadership roles in Claims Process and Customer Experience at Progressive provide unique perspective on document-driven friction
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Progressive
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits or a new product line rolls out, do your developers still have to be in the loop for every policyholder document update, or has your team found a way to hand that off to the business side?<br><br>At mega-scale, with millions of policyholders across auto, property, and your expanding homeowners book, that dependency adds up fast. Declarations pages, renewal notices, endorsements, cancellation notices — every change that requires a developer is a change that competes with everything else on the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your IT team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Steve,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers their size: once the business side can manage templates directly, the wait disappears. Compliance makes the change the same day it needs to happen, without writing a ticket.<br><br>That matters especially when a state regulatory change has to propagate across millions of policyholder documents fast. Declarations pages, endorsements, renewal notices — those can't sit in a queue while a developer finds time.<br><br>You mentioned Progressive is expanding homeowners and renters. New product lines mean new document variants. If that's landing on your team's plate right now, that's exactly where this tends to surface.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_simplification
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance Tier 2) use MHC to eliminate legacy document bottlenecks. · Asset: ULTIMA1.PDF
Hey Steve, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without waiting on IT. At MHC we help insurers like Progressive do exactly that.
Guardian and Allstate both made the shift and pulled document changes out of IT backlogs entirely.
Worth a quick conversation to see if any of this is relevant?
Chris
Mari Pumarejo
Chief Marketing Officer
operations · c_level
completed
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Angle: strategic brand transition + customer experience ownership
Hooks: your transition to CMO at Progressive (June 2025) and leadership of the 2025 marketing forum, background in both Corporate HR and CRM organizations within Progressive, Progressive's focus on AI-driven claims and recruitment modernization (2025 initiatives)
posture: peer CTA: soft type: problem_first
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Subject: Progressive docs + brand experience
Hi Mari,<br><br>Chris here from MHC Automation.<br><br>Given your role as CMO at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a brand update, campaign change, or new product line rolls out, how long does it take before that change shows up in the actual documents customers receive?<br><br>At mega carriers, the answer is usually weeks, sometimes months. Not because marketing is slow, but because updating policyholder documents requires going through IT and waiting on a developer. Declarations pages, renewal notices, cancellation letters, premium notices. Every one of those carries your brand. Every delayed update is a gap between what you want the customer experience to be and what they actually get.<br><br>With Progressive expanding into homeowners and renters, there's going to be more of this, not less. New products mean new documents. New documents mean more IT tickets.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team close that gap between brand intent and what lands in a customer's inbox. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where marketing and brand changes wait on shrinking IT resources.
Hi Mari,<br><br>Following up on what I sent about the document and brand experience piece.<br><br>One thing I should have included: we've supported 25+ major insurers, including Guardian Life and Allstate, in modernizing their policy and claims correspondence. The pattern I see every time is the same. The insurer moves over, the compliance and marketing teams start managing templates directly, and the wait disappears. Changes happen the same day.<br><br>That matters especially when you're launching homeowners and renters at scale and every new product brings new disclosure language, new state variants, new customer-facing documents. At Progressive's volume, you're talking millions of policyholders seeing that output. If the brand experience in those documents is a developer project, it's going to lag behind everything else your team is building.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your document platform should be a brand asset, not a liability; move from developer-heavy legacy templates to business-user self-service to protect the 'Flo' brand experience.
Subject: One last thing, Mari
Hi Mari,<br><br>Sent you a couple of notes about the document layer at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes ever become a friction point for your team, feel free to reach out.
Proof: Supported 25+ major insurers like Guardian and Allstate in modernizing their policy and claims correspondence stacks. · Asset: ULTIMA1.PDF
Hey Mari, appreciate you connecting.
Sent you a few emails about the developer scarcity piece at Progressive, specifically how Documaker changes end up sitting in an IT queue while marketing waits. Didn't want to just leave it at that.
At MHC we help insurers move template ownership to the business side, off the developer backlog. We've worked with 25+ carriers on this, Guardian and Allstate among them, modernising their policy and claims correspondence stacks.
If any of this lands, feel free to reach out whenever.
Chris
Azadeh Hardiman
GM, Acquisition Experience Strategy
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic transition to lead acquisition experience strategy
Hooks: Transitioned in Jan 2025 from leading Level20 to GM of Acquisition Experience Strategy, 10-year tenure at Progressive and focus on human-centric innovation, Focus on 'organic expansion' and building new business infrastructure from scratch
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Progressive
Hi Azadeh,<br><br>Chris here from MHC Automation.<br><br>Given your focus on acquisition experience strategy at Progressive, I wanted to ask something we hear a lot from insurers your size. When a new product line rolls out, like the homeowners and renters expansion you're pushing, does getting the customer-facing documents right still require going back to IT and waiting on a developer to touch the templates?<br><br>At Progressive's scale, that wait adds up fast. Declarations pages, welcome kits, policy summaries, renewal notices. If every change to those documents runs through a developer queue, the experience layer you're building can move faster than the document layer can keep up with.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help keep your document output in step with the experience roadmap you're building. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Azadeh,<br><br>One more thought on the document ops piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric to point to. What I can tell you is the pattern we see across the insurers we work with, Guardian Life, Allstate, Intact Financial, Acuity. They move to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters a lot when you're adding a product line. Every new homeowners or renters policy variant means new declarations pages, new endorsement language, new renewal notices. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508.
Subject: One last thing, Azadeh
Hi Azadeh,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the acquisition experience strategy scales, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Azadeh, glad we're connected here.
I sent a few emails recently about the document infrastructure gap that can slow modernisation work down, so you've got some context on what we do at MHC. The short version is we help insurers move template ownership off IT queues so the business can make changes without waiting on a developer.
That's the model at Allstate and Intact, and across 25+ insurers we work with now.
If any of this lands, feel free to reach out whenever.
Chris
Steve Maynard
Corporate IT Platform Owner - Director
engineering · director
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📋 ULTIMA1.PDF
Angle: Platform ownership of 120+ corporate systems (Finance/HR/Legal) and recent experience leading core accounting SaaS migrations.
Hooks: Leadership of 80+ IT professionals supporting over 120 corporate systems including homegrown and COTS solutions., Recent success leading the IT effort to replace core accounting and procurement systems with SaaS Cloud solutions., Direct partnership with the CFO and CIO on the Corporate IT Platform roadmap.
posture: peer CTA: soft type: problem_first
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Subject: Document platform as Progressive scales
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing platform ownership across 120+ corporate systems at Progressive, I wanted to ask about something that comes up a lot at carriers your size. As you're scaling homeowners and renters lines and pushing AI deeper into underwriting and claims, is the document production layer keeping pace, or is it becoming a blocker?<br><br>What we typically see at large carriers is that the team responsible for policy documents, endorsements, declarations pages, and claims correspondence is still dependent on a small group of developers who know the legacy system deeply. When one of them leaves, or gets pulled onto a higher-priority project, the queue backs up fast. At Progressive's volume, that's a real operational risk.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency before it becomes a bottleneck on your growth roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity and the high cost of maintaining a shrinking pool of $150K+ legacy experts while Progressive scales.
Hi Steve,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see every time is consistent: the carrier moves off the legacy platform, the business side starts managing templates directly, and the wait disappears. Compliance and ops teams make changes the same day instead of waiting on a ticket.<br><br>That matters especially at Progressive's scale. When a regulatory change hits across your homeowners and auto lines, or a new endorsement needs to go out to millions of policyholders, the last thing you want is a developer queue standing between the change and the door. Your declarations pages, endorsements, renewal notices, and claims correspondence all need to move fast when the business moves fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document architecture block the 2025 growth roadmap; evaluate cloud-native alternatives before deeper lock-in.
Subject: One last thing on doc infrastructure
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate modernize DocOps, eliminating developer bottlenecks for high-volume policy issuance. · Asset: ULTIMA1.PDF
Appreciate the connection, Steve. Sent you a few emails about the specialist dependency that comes with keeping Documaker running at scale, so you've probably seen where I was going with that.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate have both used that shift to cut the bottleneck on high-volume policy issuance without needing to backfill niche legacy expertise every time something changes.
Given what's on your plate at Progressive, that trade-off might be worth a look.
If any of this lands, feel free to reach out whenever.
Chris
Sarah Hamila
Director CRM
operations · director
completed
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📋 UNLOCK1.PDF
Angle: Progressive's massive 2025 hiring surge (12k+ new roles) and the resulting pressure on Documaker-driven communications.
Hooks: Progressive's goal to hire 12,000 employees in 2025 to support growth, Your 20+ year tenure at Progressive, moving from Process Consultant to Director CRM, Managing high-volume claims correspondence and ID cards via Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Progressive
Hi Sarah,<br><br>Chris here from MHC Automation.<br><br>Given your role in CRM at Progressive, I wanted to ask about something we see come up a lot at carriers your size. With 12,000+ new hires coming on board this year, I was curious whether your team is spending more time waiting on IT to update policyholder communications than actually running them.<br><br>At that scale, even small changes to renewal notices, cancellation letters, or premium notices can pile up fast. If every template update requires a developer who knows the system, that queue gets long in a hurry.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Sarah,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: Allstate, Guardian Life, Intact Financial, and Acuity all run their policyholder communications on MHC NorthStar CCM now. The pattern we see across all of them is pretty consistent. The insurer moves over, the compliance or ops team starts managing templates directly, and the wait for IT to process document changes disappears.<br><br>At Progressive's volume, with millions of policyholders across auto, property, and the homeowners expansion you're building out, that kind of flexibility matters a lot when a regulatory change hits or a new product launch needs fresh correspondence fast.<br><br>That's what MHC NorthStar CCM does differently: your compliance team makes the change directly, without pulling a developer off higher-priority work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to Oracle's cloud migration path without evaluating business-user self-service alternatives that reduce IT dependency.
Subject: One last thing, Sarah
Hi Sarah,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Sarah, thanks for connecting.
Sent you a few notes recently about the Documaker setup at Progressive, specifically the ticket wait every time a template change needs to go through IT. At MHC we help insurers move that ownership to the business side so doc ops teams aren't queued behind developer availability.
Guardian and Allstate have both made that shift, and we're running that same motion with 25+ insurers right now.
Happy to reconnect here if the timing ever works.
Chris
Danny Overton
Enterprise Architect
engineering · manager
completed
primary
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📋 ULTIMA1.PDF
Angle: enterprise architecture alignment with developer resource scarcity and the recent shift in C-suite leadership (Quigg transition)
Hooks: Experience managing enterprise-wide architecture at a mega-carrier like Progressive, Focus on streamlining developer workflows amid active hiring for Lead Software Developers, Navigating the transition as Andrew Quigg moves into the CFO role this July
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates + dev bandwidth
Hi Danny,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Progressive, I wanted to ask about something we see come up a lot at carriers your size. When a policy form or regulatory notice needs an update, does that still run through a developer queue before anything ships?<br><br>At mega carriers, that dependency gets expensive fast. Millions of policyholder documents in play, and every template change is a developer project. With Progressive expanding into homeowners and renters and layering in AI across underwriting and claims, the architecture team is usually the one caught between the new roadmap and the legacy document layer that hasn't kept up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes without slowing down what your team is building toward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Danny,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One pattern we see at large carriers: the document estate grows alongside the product line, but the team managing templates doesn't scale with it. Progressive's homeowners and renters expansion means more policy forms, more state-specific endorsements, more regulatory notices, all needing to stay current across a platform that typically requires a developer to touch.<br><br>We work with insurers running complex document estates at scale. Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other carriers. The pattern is consistent: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>That matters especially when a state filing deadline hits or a disclosure requirement changes and the update has to reach millions of policyholders fast. The ticket never gets written because the people who need to make the change can make it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Danny
Hi Danny,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers, including Tier 1 carriers like Allstate and Guardian, manage complex document estates while reducing IT dependency. · Asset: ULTIMA1.PDF
Hey Danny, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so architecture decisions aren't held up waiting on document work. Didn't want to just leave it at that.
At MHC we help insurers move that ownership to the business side. Allstate and Guardian both run their document estates that way now, which tends to free up IT bandwidth for the work that actually needs architects involved.
If any of this lands, feel free to reach out whenever.
Chris
Heather Day
General Manager, Customer Experience Strategy
operations · vp
completed
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📋 UNLOCK1.PDF
Angle: strategic focus on agent-informed, frictionless technology to drive growth
Hooks: your focus on removing friction for the 35,000+ independent agencies partnering with Progressive, the goal of adding 12,000 workers to support 21% growth while CFO John Sauerland prepares for transition, shifting Documaker-driven workflows from IT-centric bottlenecks to agent-tested ease of use
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Progressive
Hi Heather,<br><br>Chris here from MHC Automation.<br><br>Given your role in customer experience strategy at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When your teams need to update policyholder-facing documents, like declarations pages, renewal notices, or cancellation letters, does that still require going through a developer to make the change?<br><br>At mega-carriers, the volume makes it worse. Millions of policyholders, dozens of state-specific template variants, and every change, even a small disclosure update, sits in a queue waiting on someone who knows the composition system. With Progressive expanding homeowners and renters lines, that template surface area only grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without creating compliance risk. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Heather,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: Allstate, along with Guardian Life, Intact Financial, and Acuity, runs their policyholder communications on MHC. The pattern we see again and again is that once the insurer moves over, the compliance and ops teams start handling template changes directly. IT stops being the bottleneck, and changes that used to take weeks happen the same day.<br><br>At Progressive's scale, that matters in a specific way. When a state filing changes the required language on a declarations page or renewal notice, that update has to propagate across millions of documents. On most legacy composition platforms, that's a developer project. On MHC NorthStar CCM, the person who knows what the document should say is the one who makes the change, with approval workflows built in.<br><br>Given your focus on frictionless technology to drive growth, I thought this might be relevant. Happy to chat in the days or weeks to come, or I can share some materials first if that's the easier first step.
Reframe: compliance/508
Subject: One last thing, Heather
Hi Heather,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you expand the homeowners and renters lines, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Heather, glad you connected.
I sent a few emails about the IT ticket bottleneck on template changes and how that tends to compound when developer resources are thin. Wasn't sure if the timing was right.
At MHC we help insurers move template ownership to the business side so changes don't queue behind IT. Allstate and Intact are both running on the platform now, along with 25 or so other carriers.
Given your CX strategy remit, some of this might land differently than it would for a pure ops role.
If any of this lands, feel free to reach out whenever.
Chris
Keith Connolly
IT Leader / Innovator
engineering · director
completed
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seq 8
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📋 ULTIMA1.PDF
Angle: IT leadership at a scale-heavy insurer using Documaker during M&A integration.
Hooks: Your focus on innovation at Progressive and United Financial Casualty Company's active underwriting role in 2025., Managing complex document types like declarations, endorsements, and ID cards at a 'mega' scale., The challenge of maintaining legacy Documaker environments while United Financial scales underwriting operations.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Progressive
Hi Keith,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Progressive, I wanted to ask about something that comes up constantly at carriers your size. Is managing document template changes still a developer task on your team, where every update to a policyholder notice or endorsement has to go through someone who knows the system?<br><br>At mega-scale insurers, that dependency gets expensive fast. Developers who can work in legacy composition environments don't come cheap, and they're usually the same people you need focused on AI integration and modernization work. Document changes end up competing with roadmap priorities they probably shouldn't be anywhere near.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from routine document work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change and developer scarcity ($150K+ per dev) for legacy Documaker systems.
Hi Keith,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>To be straightforward with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across the 60+ carriers we work with. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes. The ticket never gets written in the first place.<br><br>That matters more right now given what Progressive is building toward. If your team is integrating generative AI into underwriting and claims, and expanding homeowners and renters lines at the same time, the last thing you want is document production slowing down the rollout. Policy documents, declarations pages, endorsements, renewal notices across new product lines all need to move at the pace of the business, not the pace of the developer queue.<br><br>That's what we do differently: the people who understand what the document should say are the ones who update it, with controls in place that IT defines upfront.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy systems like Documaker create architectural lock-in; transition to business-user self-service to free up IT innovators for high-value roadmaps.
Subject: One last thing, Keith
Hi Keith,<br><br>Sent you a couple of notes about document infrastructure at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you're scaling new lines and integrating AI, feel free to reach out.
Proof: MHC helps over 25+ major insurers and is ranked #1 for mid-market/enterprise CCM by Aspire. · Asset: ULTIMA1.PDF
Keith, good to have you in the network.
Sent you a few emails about getting template changes off the developer queue at Progressive. Know those didn't land, so figured I'd try here instead.
At MHC we help insurers move document ownership to the business side so IT isn't bottlenecked on every Documaker update. We work with 25+ major carriers and were ranked number one for mid-market and enterprise CCM by Aspire, which reflects what we're seeing in the market.
If any of this lands, feel free to reach out whenever.
Chris
Mandy Miller
Business Leader, Level20 (Business Incubator)
operations · vp
completed
primary
– none
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seq 13
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📋 GUC3E41.PDF
Angle: Level20 innovation leadership & developer recruitment
Hooks: Stepping into the Business Leader role at Level20 following the baton pass from Azadeh Hardiman, Current active recruitment for Lead Software Developers at Progressive to support new business builds, Focus on solving 'real problems for real people' through Level20's lean, cross-disciplinary incubator teams
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates at Progressive
Hi Mandy,<br><br>Chris here from MHC Automation.<br><br>Given your work leading Level20 at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When your teams are building new products or workflows, does the document layer ever end up being the thing that slows everything down because a developer has to get involved for every template change?<br><br>At mega-carriers, that gap tends to be pretty visible. A new homeowners product launches, bundling logic changes, a state files a new disclosure requirement, and somewhere in the queue there's a ticket waiting for someone who knows the composition system. The people who know what the communication should say are stuck waiting on the people who can touch the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your business teams and IT when it comes to policyholder communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mandy,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>One of the patterns we see most often at organizations running older document infrastructure is that the composition system becomes a bottleneck for everything downstream. A business team has a clear idea of what a communication should say, but getting it into production requires someone technical to execute it. That wait disappears when the people closest to the content can make changes directly, with controls in place.<br><br>To give you a concrete example: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of flexibility matters especially when a new product line, like a bundled homeowners offering, needs to generate accurate policyholder documents at scale from day one, not six weeks later.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Mandy
Hi Mandy,<br><br>Sent you a couple of notes about the document infrastructure piece at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction for what Level20 is trying to move, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Mandy, good to have you in the network.
Saw your role at Level20 and wanted to reach out here since the emails didn't spark anything. At MHC we help insurers get template changes off the IT queue and into the hands of the business side. It's the developer scarcity piece I mentioned.
Optum moved 200+ templates to business ownership across their BCBS and Humana lines, and Natera cut template turnaround from two and a half weeks to two days.
Happy to reconnect here if the timing ever works.
Chris
Lori Niederst
President, Customer Relationship Management
operations · c_level
completed
primary
– none
🔥 Opted Out
✉ lori_niederst@progressive.com
● valid
influencer
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📋 UNLOCK1.PDF
Angle: strategic oversight of direct sales and customer experience design
Hooks: Your shift from CHRO to CRM President in 2021 highlights a unique focus on bridging people-strategy with the operations of direct sales and CX design., Overseeing the Destination strategy and multiproduct quoting—especially as Progressive pushes into the top spot for online home insurance—puts a premium on how documents like declarations and renewals are handled., With the upcoming CFO transition and CFO John Sauerland's retirement in July 2026, the focus on operational efficiency and maintaining Progressive's 'virtuous cycle' through better customer yield is critical.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Progressive + document ops
Hi Lori,<br><br>Chris here from MHC Automation.<br><br>Given your oversight of direct sales and customer experience at Progressive, I wanted to ask about something that comes up a lot at carriers your size. When a policyholder communication needs to change, does that still require a developer to touch the template before anything goes out?<br><br>At mega-scale, that dependency adds up fast. Declarations pages, renewal notices, cancellation letters, endorsements, policy confirmation emails — with millions of policyholders across auto, property, and specialty lines, even a small update becomes a queued IT project. That slows down anything tied to regulatory changes, new product rollouts, or the homeowners and renters expansion you're running.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on customer-facing documents without adding to the developer backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Lori,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers that size: once business users can update templates directly, the wait disappears. Compliance makes the change the same day. IT stops being in the critical path for every notice that has to go out.<br><br>That matters a lot when you're scaling into homeowners and renters. New lines mean new document variants, new state filings, new disclosure requirements. With your policyholder volume, a regulatory update to a declarations page or a cancellation notice is not a small lift if it still routes through a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Lori
Hi Lori,<br><br>Sent you a couple of notes about document ops at Progressive. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: UNLOCK1.PDF
Lori, good to be connected. I sent a few emails a while back about the IT dependency piece, so I won't rehash all of that here.
At MHC we help insurers move template ownership to the business side, away from developer queues. Guardian and Allstate have both gone through that transition, and it changed how fast their teams could actually respond to customers.
Given what's on your plate at Progressive with the transformation work, felt worth a quick note here. Worth a quick conversation to see if any of this is relevant?
Chris
Steve Hunder
Information Technology Manager
engineering · manager
completed
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📋 CUSTOM1.PDF
Angle: enterprise infrastructure resiliency and agile technical debt
Hooks: Experience leading infrastructure engineering and IT business resiliency projects at Progressive to fine-tune recovery processes., Background in coordinating numerous application and platform support teams to link critical APIs into call center software., Track record of guiding decisions on internal cloud platform deployments and selecting business/UI layer components.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Progressive
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role managing IT at Progressive, I wanted to ask about something we see come up a lot at carriers your size. Is updating customer-facing documents like policy declarations, endorsements, or renewal notices still a developer task on your end?<br><br>At mega-scale insurers, that dependency tends to compound fast. A regulatory change hits, compliance needs a template updated, and it turns into an IT ticket that competes with everything else in the queue. With Progressive expanding into homeowners and renters, the volume of document variants only goes up from here.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT load around document template management. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Steve,<br><br>Following up on what I sent about the developer dependency piece.<br><br>To give you a concrete example: Guardian Life, Allstate, and Acuity run their policyholder communications on MHC. The pattern we see across all of them is the same. The insurer moves over, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters at Progressive's scale specifically. With millions of policyholders across auto, property, and your growing homeowners book, a single regulatory change can touch hundreds of template variants. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, the compliance team makes the change directly, with controls in place.<br><br>With the AI and automation work your team is already doing in underwriting and claims, it's worth asking whether the document layer is keeping pace. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker
Subject: One last thing, Steve
Hi Steve,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Progressive scales its property lines, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate modernize document operations while eliminating IT dependency for template changes. · Asset: CUSTOM1.PDF
Hey Steve, appreciated you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so no need to rehash all of that here. At MHC we help insurers move template ownership off the developer queue to the business side, which is what Guardian and Allstate ended up doing when they modernized their document operations.
Given you're on the architecture side at Progressive, figured there might be some overlap with what your team is navigating.
If any of this lands, feel free to reach out whenever.
Chris
Assurant
assurant.com
· insurance
· Atlanta, US
Assurant provides protection services for connected devices, automobiles, and homes through a global business services model.
“Helping people thrive in a connected world.”
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative s…
LinkedIn headcount: 16,405
Corroborated by Digital Print Production Specialist contact and historical HG Insights/tech stack indicators at Assurant. Resource Dealer Group was renamed Assurant Dealer Services Inc. and is a subsidiary of Assurant.
Tier 1 score 87
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Assurant Carbon IQ
HG Insights
F&I On Demand Virtual Resource
HG Insights
Strategic Initiatives
- AI-driven claims automation platform deployment targeting 15% processing cost reduction, Expansion of Home Warranty solutions through multi-year partnership with Compass International
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance Specialty
Awareness: stage_2
Scale: mega — covered vehicles 49,000,000
Doc types: manuscript endorsements, surplus lines filings, broker comms, binding authority, claims reserves
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) utilize NorthStar CCM for mission-critical insurance outputs.
Live Signals (leadership, M&A, events)
- M&A: Resource Dealer Group
- Inc. officially operating as Assurant Dealer Services
- Inc. as of late 2024 filings.
- Financial: Assurant reported 2025 financial results showing 7.89% revenue growth and strong Global Lifestyle segment performance.
- Product Launch: Launched F&I On Demand
- +1 more
CCM People Intelligence (from LinkedIn profiles)
3
Total CCM staff
2
Current
1
Past
True
Contacts (54)
active: 10 queued: 44
10 active · 0 🔗
Toni Buckner
SVP, Global Connected Living Operations
operations · vp
queued
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: M&A operational consolidation following the 2024-12 Resource Dealer Group integration.
Hooks: Ongoing operational alignment after Resource Dealer Group, Inc. transitioned to Assurant Dealer Services in late 2024., Overseeing Connected Living operations involving high-volume claims processing and innovative service solutions., Managing complex documentation for automotive and mobile business units within the lifestyle operations portfolio.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Assurant
Hi Toni,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Global Connected Living Operations at Assurant, I wanted to ask about something that comes up a lot at insurers your size. With the volume of manuscript endorsements, surplus lines filings, and broker comms you're managing, does every template change still require going through a developer to get it done?<br><br>The pattern we see at large carriers is that document changes sit in a queue waiting on someone with the technical skills to touch the system. At Assurant's scale, with millions of policyholders across lifestyle and dealer services, that wait adds up fast. Especially when a filing deadline or a binding authority update can't wait on an IT ticket.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked number one mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on document changes without adding headcount. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+ cost) creating bottlenecks for manuscript endorsements and surplus lines filings.
Hi Toni,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We worked with Natera recently and cut their document turnaround from two and a half weeks to two days. Different industry, but the same root cause: every change required a developer in the loop. Once we removed that dependency, their team handled updates directly and the wait disappeared.<br><br>At Assurant's volume, that kind of drag shows up across manuscript endorsements, surplus lines filings, claims reserves, all the documents where a small update becomes a project. The people who actually know what the document should say end up waiting on someone else to make the change. That's what MHC NorthStar CCM does differently: it lets your operations team make template changes directly, with approval workflows built in, so IT stops being the bottleneck on day-to-day document work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy dependency on IT for every template change is blocking the 2026 digital roadmap and operational efficiency goals.
Subject: One last thing, Toni
Hi Toni,<br><br>Sent you a couple of notes about document template bottlenecks at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms. Given the operational complexity you're managing across Connected Living and the dealer services integration, it might be worth a look.</a><br><br>If current document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Helped Optum manage 200+ templates and assisted Natera in reducing template turn-around from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Toni, glad to be connected.
I sent a few emails about the developer bottleneck on manuscript endorsements and surplus lines filings at Assurant, so you have some context on where I was coming from. At MHC we help insurers get template changes off the developer queue and into business hands directly.
Natera got template turnaround from 2.5 weeks down to 2 days after making that shift, and Optum is now managing 200+ templates without routing through a developer.
If any of this lands, feel free to reach out whenever.
Chris
Tracey Regis
VP of Innovation and Strategic Client Implementations
operations · vp
queued
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📋 UNLOCK1.PDF
Angle: strategic implementation lead for global financial services
Hooks: long-standing leadership at Assurant since 2008 focusing on product innovation and distribution, global remit over strategic client implementations for insurance and financial services, recent engagement with Keith Demmings' 'Fast Forward' innovation theme
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Tracey,<br><br>Chris here from MHC Automation.<br><br>Given your role in innovation and strategic client implementations at Assurant, I wanted to ask about something that comes up a lot at carriers your size. When your team is onboarding a new client or pushing through a product change, do declarations, endorsements, renewals, or claims correspondence updates still require a developer to touch the template before anything goes out?<br><br>At mega-scale that wait adds up fast. A regulatory change or new client launch means IT has to reprioritize, someone opens a ticket, and your speed-to-market takes the hit. With millions of policyholders across your book, the document layer can quietly become the slowest part of the chain.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on client implementations without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Tracey,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We work with carriers running legacy document platforms where the compliance or ops team knows exactly what a declarations page or renewal notice needs to say, but has to wait on a developer to actually make the change. At Assurant's volume, that wait can stretch across thousands of in-flight documents before a single update goes live.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern is consistent: the carrier moves to MHC NorthStar CCM, the compliance or ops team starts handling template updates directly for things like endorsements, certificates, and cancellations, and IT stops being the bottleneck for day-to-day document changes. Given Assurant's focus on fast client implementations, that kind of flexibility in the document layer seems like it would matter.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Tracey
Hi Tracey,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms for carriers dealing with exactly this kind of IT dependency at scale.<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes ever become too much of a friction for your client implementation work, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Assurant operates at a 'mega' scale where legacy systems like Documaker create significant compliance anxiety and IT ticket backlogs for simple template changes. · Asset: UNLOCK1.PDF
Hey Tracey, saw you connected and figured I'd drop a note here since email can get noisy.
At MHC we help insurers get template changes off the developer queue and into the hands of the business side. Nationwide moved hundreds of templates out of IT backlogs doing exactly that, which tends to matter when compliance timelines don't wait on ticket queues.
I mentioned the IT dependency piece in a couple of the emails I sent over, and figured a different channel might be a better spot to actually have the conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Campbell
Executive Vice President and Chief Operating Officer
engineering · c_level
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Angle: unified operations and IT mandate
Hooks: your recent appointment to EVP & COO and the specific mandate to unify Operations and IT to 'accelerate the technology roadmap', overseeing the transformation of Global Housing since 2019 and now scaling that operational excellence across the entire enterprise, unifying digital infrastructure with operational execution to drive faster innovation for Assurant's Housing and Auto products
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations and IT at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When a policy, warranty, or claims document needs to change, how many people does it have to go through before it goes out?<br><br>At the volume Assurant operates, that wait compounds fast. A regulatory change, a product update tied to a new partnership, a claims correspondence tweak — each one becomes a developer project. The business team knows what the document needs to say, but the change lives in a system only IT can touch.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency between your ops and IT teams on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Michael,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One pattern we see at insurers running legacy composition platforms: the compliance or ops team identifies what a document needs to say, but the update still requires a developer to execute it. With your member base and the scope of products Assurant runs across device, home, and auto, that dependency adds up quickly.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting business users into the change workflow directly. IT stopped being the bottleneck for every update. That matters especially when a warranty product change tied to something like the Compass International expansion has to propagate across policy documents and correspondence at scale.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the ops or IT side, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Michael, good to have you in the network.
Sent you a few emails recently about the developer queue bottleneck on template changes and how that layer tends to slow down broader roadmap work. At MHC we help insurers move that ownership to the business side so IT cycles go elsewhere. Companies like Allstate and Intact have made that shift, and it tends to change the conversation around what the architecture team has capacity to take on.
Worth a quick conversation to see if any of this is relevant?
Chris
Keith Meier
Executive VP & Chief Financial Officer
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Angle: strategic oversight of technology organization and recent Q4 2025 financial results
Hooks: your dual oversight of Assurant’s global finance and technology organizations, mentioning the February 2026 earnings call for Q4/FY 2025 results, your leadership transition from COO to CFO to drive 'differentiated technology' as a growth lever
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Assurant
Hi Keith,<br><br>Chris here from MHC Automation.<br><br>I work with insurance companies on their document infrastructure, and given your oversight of the technology organization at Assurant, I wanted to ask about something that comes up a lot at carriers your size.<br><br>When your team needs to update customer-facing documents like policy notices, endorsements, or claims correspondence, does that still require going through a developer who knows the underlying system?<br><br>At carriers running older composition platforms, that dependency creates real friction. A regulatory change or product update that should take a day turns into a sprint item. The business team knows what the document needs to say, but they can't touch it without IT in the loop.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of technical dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Keith,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life and Allstate have both moved their policyholder communications off legacy composition platforms onto MHC NorthStar CCM in the last few years. The pattern we see at both: once compliance and ops teams can update templates directly, the backlog of document change requests to IT shrinks fast. Changes that used to take weeks happen the same day.<br><br>That matters more now that Assurant is pushing toward AI-driven claims automation. Your claims cost reduction targets are easier to hit when the document layer keeps pace with the process layer, not the other way around. If your correspondence templates for claims, endorsements, and policy notices still run through a developer queue, that's a drag on the broader initiative.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_dependency
Subject: One last thing, Keith
Hi Keith,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale the claims automation work, feel free to reach out.
Proof: Guardian and Allstate (T2 insurers) have modernized their CCM to eliminate technical debt. · Asset: ULTIMA1.PDF
Hey Keith, appreciate you connecting.
Sent you a few notes recently about getting document changes off the developer queue, so I won't retread that. At MHC we help insurers move template ownership to the business side without the IT dependency. Guardian and Allstate have both gone through that modernisation and cleared out a significant layer of technical debt in the process.
Given your seat at Assurant, curious whether that's a conversation happening internally or still on the backlog.
Happy to reconnect here if the timing ever works.
Chris
Reginald Lewis
Director, Performance Operations
operations · director
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Angle: Alignment of Global Ops and IT under Mike Campbell to accelerate digital transformation while managing Documaker legacy debt.
Hooks: Mike Campbell's recent move to merge Global Ops and IT to accelerate delivery, Your oversight of Performance Operations during this structural shift toward digital acceleration, Managing complex document flows like manuscript endorsements and surplus lines filings within the Documaker environment
posture: peer CTA: soft type: problem_first
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Subject: Doc changes slowing down the new roadmap?
Hi Reginald,<br><br>Chris here from MHC Automation.<br><br>Given your role in Performance Operations at Assurant, I wanted to ask about something that comes up a lot when ops and IT are brought closer together under a shared roadmap. Does getting a document template updated still mean writing a ticket and waiting on a developer with platform-specific knowledge to get to it?<br><br>With your member base, that wait compounds fast. Endorsements, certificates, renewal notices, compliance updates that need to go out across your specialty lines, all of them sitting in a queue behind higher-priority IT work. And when the developers who know the system are hard to find and expensive to retain, that queue tends to stay full.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off the developer backlog so your ops team can move at the pace your new roadmap needs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times for manuscript endorsement changes and the scarcity of specialized Documaker developers ($150K+) slowing down the new combined Ops/IT roadmap.
Hi Reginald,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with 25+ major insurers, including Guardian Life and Allstate, on moving document control away from a developer dependency. The pattern is consistent: once business users can manage templates directly, within the rules IT sets, the wait disappears and compliance updates stop being a developer project.<br><br>That matters especially when a regulatory change hits across your specialty lines and endorsements, certificates, and cancellation notices all need to go out accurate and on time. At Assurant's scale, a slow change cycle in the document layer creates real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond legacy Documaker bottlenecks to solve compliance and 508 accessibility requirements without taxing the shrinking pool of developer resources.
Subject: One last thing on document ops
Hi Reginald,<br><br>Sent you a couple of notes about document ops at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helps 25+ major insurers like Guardian and Allstate move from legacy dependency to business-user self-service, frequently cited as a #1 mid-market CCM leader by Aspire. · Asset: ULTIMA1.PDF
Reginald, appreciated the connection.
Saw you've been navigating the combined Ops/IT roadmap at Assurant. The emails I sent touched on the Documaker dependency piece and what manuscript endorsement wait times do to that kind of initiative. Didn't want to just let those sit unanswered.
At MHC we help insurers shift template ownership to the business side so changes don't queue behind specialized developer availability. Guardian and Allstate both made that move, which is part of why Aspire ranks MHC as a top mid-market CCM platform.
Worth a quick conversation to see if any of this is relevant?
Chris
Alejandro Pelc
Director, Software Engineering
engineering · director
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Angle: M&A Infrastructure Consolidation
Hooks: Ongoing integration of The Warranty Group systems into the Assurant cloud landscape, Experience migrating legacy on-prem datacenters to Azure PaaS/IaaS, Current role managing distributed software engineering teams for core insurance systems
posture: peer CTA: soft type: problem_first
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Subject: Document templates, Assurant engineering
Hi Alejandro,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software engineering at Assurant, I wanted to ask about something we see come up a lot at specialty insurers your size. Is updating policyholder-facing documents still a developer task on your team, or has the business side taken that over?<br><br>With Assurant's footprint across device protection, home warranty, and automotive, you're likely managing a lot of document variants across those lines. When every template change requires a dev who knows the underlying system, it becomes a resource allocation problem. Engineers end up in the queue for work that compliance or ops could handle if the tooling allowed it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Alejandro,<br><br>Following up on what I sent about the developer time piece.<br><br>Essilor is a good example of what this can look like at scale. They reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They also went from 25% automated straight-through processing to 98% in three months. That kind of change happened because the business side started owning templates directly, with controls in place, instead of routing every update through engineering.<br><br>For an insurer like Assurant, that matters especially when a regulatory change hits one of your product lines and declarations pages, endorsement forms, or cancellation notices have to be updated fast across your policyholder base.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Assurant
Hi Alejandro,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: CCM_Buyers_Guide.pdf
Alejandro, appreciate you connecting. Sent you a few emails about the IT dependency piece, getting template changes off the developer queue so engineering isn't the bottleneck every time a business team needs to update policyholder communications.
At MHC we help insurers move that ownership to the business side. Guardian, Allstate, and Intact are running their policyholder communications on MHC, so it's a pattern that's held up across a range of insurance organisations.
If any of this lands, feel free to reach out whenever.
Chris
Molly Parker Miller
AVP, Financial Services Claims
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Angle: claims operational efficiency and volume
Hooks: AVP of Financial Services Claims at Assurant, Focus on scaling remote adjuster teams for financial services claims in the Phoenix area, Assurant's high claims correspondence volume across declarations and renewals
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Molly,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing financial services claims at Assurant, I wanted to ask about something that comes up a lot with teams managing high-volume claims operations. When your team needs to update claims correspondence or customer-facing documents, does that still require going through IT and waiting on a developer?<br><br>At the scale Assurant operates, that kind of bottleneck adds up fast. A regulatory change hits, or a new product configuration comes through, and the people who actually know what the document needs to say are stuck waiting on a ticket. That wait creates risk, especially when claims volume is high and turnaround matters.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Molly,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They were carrying $4 per document in vendor fees before they moved to MHC. By giving their operations team direct control over templates, the change cycle stopped running through developers entirely.<br><br>With your member base and the claims volume Assurant handles, the math compounds quickly. A claims correspondence update that used to take a sprint cycle can happen the same day when the ops team owns it directly, with approval workflows built in so nothing goes out unsanctioned.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Molly
Hi Molly,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Molly, appreciate the connection. Sent you a few emails about getting document changes off the developer queue, so figured I'd say hi here too.
At MHC we help insurers move template ownership to the business side, away from IT backlogs. Guardian, Allstate, and Intact all run their policyholder communications on MHC, along with 60 or so other insurance organisations that made the same shift.
Given what you're managing on the claims side at Assurant, might be relevant. Worth a quick conversation to see if any of this is relevant?
Chris
Ashley Ageeb
AVP, Applications Development
engineering · vp
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📋 CUSTOM1.PDF
Angle: IT architecture modernization and developer scarcity in complex insurance workflows
Hooks: 18-year tenure at Assurant/American Bankers, showing deep institutional knowledge of legacy system transitions, Focus on Application Development and SAFe agile methodologies, implying a need for faster release cycles, Responsibility for manuscript endorsements and surplus lines filings which require high-touch developer updates in Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Ashley,<br><br>Chris here from MHC Automation.<br><br>Given your role in applications development at Assurant, I wanted to ask about something we see come up constantly at specialty insurers your size. Does every document template change still require a developer who knows the composition system inside and out?<br><br>It tends to show up the same way: a compliance or product team needs to update policyholder-facing documents, the request goes to IT, and the queue is the queue. The problem gets worse when the people who know that system are spread thin across higher-priority work or hard to backfill.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a way to take some of that load off your team. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'developer scarcity' trap where Documaker template changes (like manuscript endorsements or surplus filings) require specialized IT talent that costs $150K+ and is increasingly hard to find.
Hi Ashley,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We helped Guardian Life and Allstate get to a place where their compliance and product teams handle document changes directly, without an IT ticket. The pattern at both companies was the same: high-volume policyholder communications, a legacy composition system, and a developer queue that was always the bottleneck.<br><br>With MHC NorthStar CCM, the business side makes changes within controls IT sets. The wait disappears. For an insurer with your member base, that matters most when a state regulatory change hits and updated notices have to go out fast across your policyholder base.<br><br>With your AI claims automation work already in motion, removing that document layer friction seems like a natural next step on the modernization side.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Stop treating CCM as a technical debt silo; evaluate how business-user self-service for document composition can decouple your roadmap from developer availability.
Subject: One last thing, Ashley
Hi Ashley,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assisting complex insurers like Guardian and Allstate to automate high-volume communications while reducing IT dependency. · Asset: CUSTOM1.PDF
Hey Ashley, saw you connected and wanted to reach out here since email can be a black hole.
The developer scarcity angle I mentioned, specifically around Documaker changes eating up specialized IT capacity, is something we run into a lot with carriers your size. At MHC we help insurers move template ownership off the IT queue and onto the business side. Guardian and Allstate both went that route to handle high-volume communications without the developer dependency.
Anyway, no agenda here. If any of this lands, feel free to reach out whenever.
Chris
Juan Manuel Fernandez Bravo
VP Digital Transformation
operations · vp
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Angle: strategic digital-first initiative
Hooks: Leadership focus on digital-first initiatives under CEO Keith Demmings, Active hiring for Digital Print Production Specialists signaling a shift in document strategy, Scale of operations across declarations and claims correspondence at a $12B+ revenue enterprise
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks, Assurant's digital roadmap
Hi Juan Manuel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at Assurant, I wanted to ask about something that comes up a lot at insurance companies your size. When your teams push for faster digital workflows, does the document layer end up being the thing that slows everything down?<br><br>What I usually hear is that policy documents, certificates, and customer notices still route through IT every time a template needs to change. A compliance update or a new product rollout turns into a developer ticket. The developer queue is already stretched, and the change that should take a day takes weeks.<br><br>With Assurant's digital-first initiative in play, that kind of friction tends to get more visible, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove the document layer as a bottleneck in your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change and developer scarcity for Oracle Documaker maintenance ($150K+ per dev).
Hi Juan Manuel,<br><br>Following up on what I sent about the document layer piece.<br><br>We've seen this pattern with insurers the size of Assurant: Guardian Life and Allstate both moved their policyholder communications onto MHC NorthStar CCM and got the business side managing templates directly. IT stopped being the bottleneck for every change. Separately, <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> eliminated $4 per document in legacy vendor fees across 250+ templates and 80+ plan variations.<br><br>The part that tends to matter most in a digital-first push is speed to update. When a regulatory change hits or a new product line launches, your compliance and ops teams need to move fast. Certificates, notices, endorsements, all of it. If every change requires a developer who knows the legacy system, that's a ceiling on how fast the broader initiative can actually move.<br><br>That's what MHC NorthStar CCM does differently: the people who know what the document should say make the change, within the guardrails IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy document architecture acting as a roadblock to the 2025 digital-first roadmap.
Subject: One last thing on doc infrastructure
Hi Juan Manuel,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their document operations, with industry peers like Allied Benefits eliminating $4/doc in legacy costs. · Asset: ULTIMA1.PDF
Appreciate the connection, Juan Manuel.
I sent a few emails recently about the document infrastructure gap in modernisation work, specifically the cost of keeping Oracle Documaker maintained when developer time runs that high. Figured LinkedIn might be a better place to continue that thread.
At MHC we help insurers move template ownership off IT queues to the business side. Allied Benefits used that shift to cut $4 per document in legacy costs, which adds up fast at Assurant's volume.
Worth a quick conversation to see if any of this is relevant?
Chris
John Noonan
VP, Marketing Operations, Digital Marketing and Creative Services
operations · vp
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✉ john.noonan@assurant.com
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Angle: Marketing ops alignment with digital delivery and creative services efficiency.
Hooks: Experience managing creative services and marketing operations at scale, Focus on digital marketing infrastructure and operational excellence, Oversight of the 'Creative Services' engine during Assurant's strong 2025 growth cycle
posture: peer CTA: soft type: problem_first
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Subject: Document templates slowing creative at Assurant?
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role across marketing ops, digital delivery, and creative services at Assurant, I wanted to ask something we hear a lot from people in similar seats. When your team needs to update a customer-facing document, does that change go through IT, or can marketing handle it directly?<br><br>At a lot of insurers, the document layer is still locked behind a developer. Policy communications, renewal notices, claims correspondence — any update requires a ticket, a queue, and a wait. That creates a real problem when marketing is trying to move fast on a digital rollout or a creative refresh.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your team reduce the dependency on IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait times for template changes blocking marketing's creative speed and digital roadmap.
Hi John,<br><br>Following up on what I sent about the document template bottleneck.<br><br>We worked with Guardian Life and Allstate on exactly this kind of problem. Both had marketing teams waiting on IT for every template change. After moving to MHC NorthStar CCM, their compliance and marketing ops teams started handling updates directly, without writing a ticket. That kind of speed matters when a campaign has a hard deadline or a product change needs to reach your full member base fast.<br><br>We see the same pattern across 25+ insurers who've moved to self-service document management. The business side gets control. IT stops being the bottleneck. Changes happen the same day instead of the same sprint.<br><br>For a team managing marketing ops alongside digital delivery and creative services, that's not a small thing. It's the difference between a two-week delay and a same-day update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: The $150K+ developer scarcity bottleneck: Why relying on IT for document updates is a liability for marketing agility.
Subject: One last thing on document workflows
Hi John,<br><br>Sent you a couple of notes about document workflows at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management becomes a friction point for the marketing ops or digital delivery work, feel free to reach out.
Proof: Guardian and Allstate (T2) + 25+ insurers leveraging self-service to bypass IT bottlenecks. · Asset: ULTIMA1.PDF
Hey John, appreciate the connection.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the IT ticket wait times slowing down template changes on the marketing side. Figured LinkedIn might be a better place to pick up the thread.
At MHC we help insurers move template ownership to the business so marketing isn't waiting on a developer queue to get things done. Guardian, Allstate, and about 25 other carriers have moved that way to get creative and compliance changes out faster.
Happy to reconnect here if the timing ever works.
Chris
Preston Topps
VP, Strategic Operations Leader
operations · vp
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Angle: recent work on UDAAP-compliant customer communications and complaint review protocols during the BILT 2.0 partnership exit
Hooks: your lead on the BILT 2.0 fintech partnership exit through April 2026, training agents on UDAAP-compliant communications, 11-year tenure moving from Online Banker to VP at Assurant/American Bankers
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Preston,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic ops at Assurant, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update customer-facing documents, does that still mean opening an IT ticket and waiting on a developer to touch the template?<br><br>At companies with large policyholder bases, that wait compounds fast. A regulatory change, a product update, a new state filing requirement. Each one is its own project. And with specialty lines across connected devices, housing, and auto, you're probably managing a pretty wide range of document variants on top of that.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on document changes without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Preston,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: when Intact Financial moved to MHC, the compliance team started handling template updates directly. The wait disappeared. Changes that used to take weeks got done the same day, within the approval workflows IT already had in place.<br><br>That matters a lot in specialty insurance. When a state filing changes the required language on a cancellation notice or a warranty disclosure, someone has to move fast. On most legacy document platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Preston
Hi Preston,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Preston, glad to have you in the network.
Sent you a few notes over email about the IT ticket bottleneck on template changes and the broader legacy layer slowing things down at the document level. At MHC we help insurers move that ownership to the business side, off the developer queue entirely. Allstate, Intact, and Acuity are a few names that have gone through it, along with 25 or so others at this point.
Worth a quick conversation to see if any of this is relevant?
Chris
Kelli Ertel
VP, Chief of Staff to the President and CEO
operations · vp
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Angle: strategic_execution_and_modernization
Hooks: Your focus on executing Assurant's strategic priorities and accelerating growth as Chief of Staff, Experience leading large-scale business transformation and product delivery projects, Connecting with colleagues across Assurant and the momentum going into 2026
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Kelli,<br><br>Chris here from MHC Automation.<br><br>Given your role close to the president's office at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When a policy document or renewal notice needs to change, how many people does that actually touch before it goes out?<br><br>At companies running older composition platforms, the answer is usually more than it should be. A compliance or ops team flags the change, someone writes a ticket, and it waits on a developer who knows the system. With your member base and the range of products Assurant covers, that kind of bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between the business side and IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where strategic document changes for declarations and renewals wait on a shrinking pool of $150K+ specialists.
Hi Kelli,<br><br>Following up on what I sent about document changes and IT dependency.<br><br>One thing I should have included: Guardian Life and Allstate both run policyholder communications on MHC now. The pattern we see every time is the same. The insurer moves over, the compliance or ops team starts managing templates directly, and the wait disappears. IT stops being the bottleneck for every renewal notice or policy update.<br><br>For an organization like Assurant, that matters more when you're pushing into new product lines or expanding partnerships. A document change tied to a new home warranty program or a claims process update shouldn't require a developer project to get out the door.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to another IT-heavy upgrade, consider how decoupling document composition from the technical roadmap allows business users to self-serve policy and claims correspondence.
Subject: One last thing, Kelli
Hi Kelli,<br><br>Sent you a couple of notes about document ops at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Assurant scales, feel free to reach out.
Proof: MHC helps top-tier insurers like Guardian and Allstate modernize their DocOps without the legacy 'architecture lock-in' common in mega-scale environments. · Asset: ULTIMA1.PDF
Hey Kelli, glad to be connected.
I sent a few emails about the specialist dependency piece on Documaker changes, declarations and renewals waiting on a short bench of expensive developers. Didn't want to leave it at that without reaching out here too.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate have both worked through that same legacy lock-in at scale, which is part of why I thought Assurant was worth a conversation.
If any of this lands, feel free to reach out whenever.
Chris
Kristen Thorson
Global Vice President, Global Supply Chain
operations · vp
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Angle: Supply chain modernization and digital transformation leadership.
Hooks: Experience bridging client needs with internal capabilities at Assurant., Focus on digital transformation, customer experience, and operational excellence., Leadership in managing cross-functional global teams for cost reduction.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Kristen,<br><br>Chris here from MHC Automation.<br><br>Given your role leading global supply chain at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When a document needs to change, whether that's a claims notice, a warranty agreement, or a policy disclosure, how many steps does it take to get from decision to published?<br><br>At companies running older document platforms, that process tends to run through IT. A compliance or ops team flags the change, a ticket gets written, and then it waits on someone who knows the system. With your member base and the pace of your digital transformation work, that kind of lag can slow things down in ways that aren't always visible until something is late.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your ops team and the documents they need to move. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker template changes often require specialized IT resources, creating a bottleneck for document-heavy operations like declarations and claims correspondence.
Hi Kristen,<br><br>Following up on what I sent about document change cycles at Assurant.<br><br>Something I should have included in my last note: we helped Guardian Life and Allstate modernize their document operations. The pattern we see at insurers like these is consistent. Once business users can manage templates directly, the wait disappears. Compliance makes the change, ops reviews it, and it goes out. No ticket, no developer dependency.<br><br>For a specialty insurer running warranty agreements, claims correspondence, and policy disclosures across a large member base, that matters most when a regulatory requirement or product update hits and every affected document needs to move at the same time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than scaling developer headcount to manage legacy Documaker code, consider a business-user controlled environment to eliminate the IT ticket wait for policy document updates.
Subject: One last thing, Kristen
Hi Kristen,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their document operations, with some healthcare peers reducing template turnaround times from weeks to just two days. · Asset: ULTIMA1.PDF
Kristen, appreciated the connection. I sent a few emails recently about the document infrastructure gap in the modernisation work, so this feels like a natural place to continue that thread.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both gone through that shift, and some peers have cut template turnaround from weeks down to two days.
Given your remit at Assurant, it may or may not be relevant, but if any of this lands, feel free to reach out whenever.
Chris
Norbert Monfort
Vice President, IT Transformation & Innovation
engineering · vp
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Angle: IT Troubleshooting expertise x Documaker developer scarcity
Hooks: Your book 'Enterprise IT Troubleshooting' and focus on crossing technical boundaries to resolve enterprise outages., Your 30-year tenure at Assurant and current leadership of AI initiatives and IT transformation., Active recruitment for Print and Digital Production Managers at Assurant to support high-volume document operations.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Assurant
Hi Norbert,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT Transformation at Assurant, I wanted to ask about something that comes up a lot at insurers your size. Does updating customer-facing documents like declarations pages, claims correspondence, or renewal notices still require a developer who knows the underlying system?<br><br>At high-volume insurers, that dependency tends to become a real drag. A regulatory change hits, a product line shifts, and the business side is waiting on someone with platform-specific knowledge to get the template updated. When that person is stretched thin or unavailable, the queue backs up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for document changes at Assurant. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Norbert,<br><br>Following up on what I sent about the developer dependency piece.<br><br>At Guardian Life and Allstate, the pattern we saw was consistent: business users needed to update policyholder communications, but every change had to go through someone with deep platform knowledge. Declarations pages, endorsements, cancellation notices. All bottlenecked at the same place.<br><br>After moving to MHC NorthStar CCM, the compliance and operations teams started managing those templates directly. IT stopped being the bottleneck for day-to-day document changes. The ticket never gets written because the wait is gone.<br><br>With your member base and Assurant's expansion into home warranty through Compass, the volume of document variants is only going to grow. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck
Subject: One last thing, Norbert
Hi Norbert,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assurant's scale (mega) and complex doc types like declarations and claims correspondence align with our work at Guardian and Allstate, where we reduced IT dependency for high-volume insurers. · Asset: CUSTOM1.PDF
Norbert, good to have you in the network.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so business teams can move without waiting on a ticket. At MHC we help insurers do exactly that, and it's made a real difference at places like Guardian and Allstate where the volume of declarations and claims correspondence made every change request a bottleneck.
Given Assurant's scale, figured it was worth a conversation at some point.
Happy to reconnect here if the timing ever works.
Chris
Bik Singh
Vice President of Software Engineering
engineering · vp
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Angle: technical_modernization
Hooks: Leadership in digital transformation at Assurant Global Technology, specifically within Connected Living and insurance services., Background in leading technology initiatives at HYLA Mobile before its integration into Assurant., Involvement in cloud-first architectural shifts and ERP integration to support international business growth.
posture: peer CTA: soft type: problem_first
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Subject: Document layer blocking your roadmap, Bik?
Hi Bik,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software engineering at Assurant, I wanted to ask about something that comes up a lot with VP-level engineering leaders at insurers your size. Does updating policyholder-facing documents like policy notices, endorsements, or renewal correspondence still require a developer who knows the underlying composition system to make the change?<br><br>It's a pattern we see constantly. Business and compliance teams need a document updated, but the change has to go through an engineer who knows the template system inside and out. With your member base, that queue never really clears. It just becomes another thing slowing down the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering burden around document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bik,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: Guardian Life, Allstate, and Acuity run their policyholder communications on MHC. Across those organizations, the pattern is consistent. The insurer moves to a modern CCM platform, compliance and ops teams start managing templates directly, and the ticket never gets written to begin with.<br><br>For an engineering org your size, that matters most when a regulatory change hits and the document update has to go out across your entire policyholder base fast. On most legacy document systems, that's a developer project. Policy notices, endorsements, cancellation letters, certificates of insurance, every one of those needs a developer to touch it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing on CCM at Assurant
Hi Bik,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assurant's scale aligns with T2 insurance leaders like Guardian and Allstate who moved from legacy Documaker/PlanetPress to modern CCM. · Asset: UNLOCK1.PDF
Bik, glad you connected. Sent you a few emails about the IT dependency piece, so figured I'd say hi here too.
At MHC we help insurers get template changes off the developer queue and into business users' hands directly. Guardian and Allstate have both made that shift away from Documaker and PlanetPress, and the pattern tends to look similar at carriers operating at Assurant's scale.
If any of this lands, feel free to reach out whenever.
Chris
Wael Kashou
CIO
engineering · c_level
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Angle: enterprise-scale document orchestration and strategic leadership transition
Hooks: Ongoing leadership under CEO Keith Demmings and strong Q4 performance as a modernization catalyst., Directly addressing the complexity of managing 'mega' scale document types like declarations, cancellations, and billing within Oracle Documaker., The recent hiring of Digital Print Production Specialists signaling a continued focus on document output efficiency.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Assurant
Hi Wael,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Assurant, I wanted to ask about something that comes up a lot with insurance organizations at your scale. Is document template management still sitting on your team's plate, requiring developer involvement every time a change needs to go out?<br><br>At companies running enterprise document platforms, that dependency gets expensive fast. Developers who know those systems are hard to find and harder to keep. When a regulatory change or a product update hits, the queue fills up, and the business side waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Wael,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have mentioned: the insurance organizations we work with typically aren't replacing their document platforms because something broke. They're replacing them because the math stopped working. A developer who knows your document system costs north of $150K a year, and that skill set is getting harder to find.<br><br>The pattern we see: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes. Changes happen the same day instead of sitting in a queue.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurers. I'll be straight with you: I don't have a single insurance case study with a pinpoint metric to share, but the operational shift is consistent across all of them.<br><br>Given the AI claims automation work your team is pushing forward, the last thing you want is document infrastructure slowing down the downstream output of that work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk: evaluate modern SaaS CCM before committing to legacy cloud upgrades
Subject: One last thing, Wael
Hi Wael,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Appreciated the connection, Wael.
Sent you a few emails recently about getting document template changes off the developer queue, given how tight that talent pool has gotten. At MHC we help insurers shift template ownership to the business side so IT isn't the bottleneck on every communication change. Allstate, Intact, and Acuity are among the carriers that made that move with us.
Not sure if the timing is right at Assurant, but if any of this lands, feel free to reach out whenever.
Chris
LeChanda McGee
Director Hazard Operations
operations · director
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Angle: hazard_operations_modernization
Hooks: Current role as Director of Hazard Operations at Assurant Specialty Property, Management of manuscript endorsements and surplus lines filings, Recent leadership shifts with Mike Campbell and Keith Meier accelerating the IT/Ops merger
posture: peer CTA: soft type: problem_first
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Subject: Document changes, Hazard Ops
Hi LeChanda,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Hazard Operations at Assurant, I wanted to ask about something we see come up a lot at specialty insurers your size. When your team needs to update customer-facing documents, does that still mean opening a ticket and waiting on a developer to touch the template?<br><br>In hazard and home warranty operations, that cycle adds up fast. Policy notices, claim acknowledgments, coverage confirmations — any regulatory change or product update means the business side is stuck waiting on IT. With Assurant expanding its home warranty footprint, I'd imagine the volume of those change requests isn't getting smaller.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on document changes without routing everything through engineering. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi LeChanda,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with insurers like Allstate and Guardian Life where the same pattern kept showing up: the compliance or ops team knows exactly what needs to change in a notice or policy document, but the only path forward is an IT ticket. That wait, whether it's days or weeks, creates real risk when a regulatory update or product change has a deadline attached.<br><br>What shifted for those teams was giving the business side the ability to update templates directly, with controls in place so IT isn't out of the loop entirely. Claim acknowledgments, coverage notices, cancellation letters — the people who own the process are the ones making the change. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>With your home warranty expansion underway, that kind of flexibility in your document layer seems worth a conversation. Happy to chat in the days or weeks to come, or I can send over some materials first if that's easier.
Reframe: business_user_self_service
Subject: One last thing, LeChanda
Hi LeChanda,<br><br>Sent you a couple of notes about document workflows at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup ever becomes too much of a friction point for your team, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Assisting complex insurers like Allstate and Guardian in automating high-volume communications while removing the IT bottleneck. · Asset: UNLOCK1.PDF
Appreciated the connection, LeChanda.
Sent you a few emails recently about the IT dependency piece on template changes, so figured I'd say hello here too. At MHC we help insurers move document template ownership to the business side so changes don't sit in a developer queue. Allstate and Guardian both went that route to get high-volume communications off IT's plate entirely.
If any of this lands, feel free to reach out whenever.
Chris
Devaka Balasuriya
Director, Technology Operations
operations · director
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Angle: strategic data digitization and EDI automation leadership at Assurant
Hooks: Patent holder for transformational data digitization technology, Leadership of 70+ staff across tech stack and high-quality data processing operations, Extensive background in automating insurance processing via electronic data exchanges (EDI)
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Devaka,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology operations at Assurant, I wanted to ask about something we see come up a lot at insurers your size. Does updating policyholder-facing documents like declarations pages, endorsements, or renewal notices still require going through a developer every time a change needs to be made?<br><br>With the kind of data digitization and EDI work you're driving, I'd imagine the document production layer is one of those places where the old workflow creates friction. A regulatory update hits, or a new product goes live through something like the Compass partnership, and the path to getting that change into a template still runs through IT.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes at Assurant. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity for legacy logic
Hi Devaka,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see is consistent: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every endorsement update or notice change.<br><br>That matters especially when a regulatory deadline is tight or a new product line is rolling out fast. With your member base, even a few days of delay per change adds up across the document portfolio.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap and the risk of compliance/508 gaps
Subject: One last thing, Devaka
Hi Devaka,<br><br>Sent you a couple of notes about document ops at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the modernization work continues, feel free to reach out.
Proof: T2: Guardian, Allstate, and 25+ insurers trust MHC to automate complex policy document workflows · Asset: UNLOCK1.PDF
Appreciate you connecting, Devaka. I sent a few emails about the Documaker side of things, specifically the IT ticket wait on template changes and developer availability for legacy logic. Didn't want to let that thread die without saying hello here.
At MHC we help insurers move template ownership off the developer queue and over to the business side. Guardian and Allstate are both in that camp now, along with 25 or so other carriers running complex policy document workflows through us.
Happy to reconnect here if the timing ever works.
Chris
Patrick Brutus
Director Regulatory Communications
operations · director
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Angle: long-term leadership in document management and regulatory compliance at Assurant
Hooks: 30-year tenure at Assurant overseeing document management and regulatory communications services, Direct oversight of document development, digital archiving, and customer communication solutions, Deep expertise in managing multi-channel compliance across direct mail, mobile fulfillment, and digital repository systems
posture: peer CTA: soft type: problem_first
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Subject: Regulatory doc changes at Assurant
Hi Patrick,<br><br>Chris here from MHC Automation.<br><br>Given your role leading regulatory communications at Assurant, I wanted to ask about something that comes up constantly at insurers your size. When a state filing deadline hits or a disclosure requirement changes, does your team still have to wait on IT to update the templates before anything goes out?<br><br>For a lot of directors in your position, the answer is yes. Every change to a policyholder notice or compliance document runs through a developer queue. Even small edits. That wait is fine until it isn't, and then a regulatory deadline makes it a real problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes
Hi Patrick,<br><br>One more thought on the IT bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see at insurers like these is pretty consistent: once the compliance or regulatory team can make template changes directly, the wait disappears. The ticket never gets written because it doesn't need to be.<br><br>That matters especially when a state changes a disclosure requirement across multiple product lines and the update has to go out to your full policyholder base fast. With your member base at Assurant spanning connected devices, housing, and auto protection, you're likely managing a lot of template variants across a lot of state-specific rules. That's a heavy developer lift on most legacy document platforms.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the IT bottleneck with business-user self-service for high-volume insurance docs
Subject: One last thing, Patrick
Hi Patrick,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage complex regulatory templates without developer heavy-lifting · Asset: ULTIMA1.PDF
Hey Patrick, appreciated the connection.
Sent you a few emails about the Documaker template change bottleneck and the developer queue piece. Not sure if any of it hit at the right time, but figured LinkedIn was worth a shot.
At MHC we help insurers move template ownership to the business side so regulatory changes don't sit in an IT backlog. Guardian and Allstate are both managing complex regulatory templates without developer heavy-lifting these days, which is roughly the problem I was describing.
Happy to reconnect here if the timing ever works.
Chris
Mario Silvestre
AVP, Canadian Operations
operations · vp
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Angle: recent move to Assurant + deep claims operations background
Hooks: Congrats on joining the Assurant team in March—must be a busy first few months heading up Canadian Operations after your time at Allianz., Given your background leading strategic oversight for claims operations and deploying enterprise-wide systems, I imagine the current reliance on Oracle Documaker for things like claims reserves and manuscript endorsements is a known friction point.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant Canada
Hi Mario,<br><br>Chris here from MHC Automation.<br><br>Given your role running Canadian Operations at Assurant, I wanted to ask about something that comes up a lot at carriers your size. Does updating customer-facing documents like policy certificates, cancellation notices, or renewal communications still require going through a developer every time a change is needed?<br><br>With your member base across specialty protection products, that kind of IT dependency adds up fast. A compliance update, a regulatory change in a province, a new product launch through a partner like Compass International. Each one turns into a developer project instead of something your ops team can handle directly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help you reduce that friction on the document side. If you're not the right person at Assurant, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker template changes ($150K+ per dev) causing DocOps bottlenecks.
Hi Mario,<br><br>Following up on what I sent about document ops and IT dependency.<br><br>One thing I should have included: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers like Assurant is consistent. The insurer moves to MHC, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a specialty protection carrier with your breadth of products across connected devices, housing, and automotive, that matters a lot. A regulatory change in Ontario or a new F&I product rollout shouldn't require a developer ticket. The compliance team makes the change. It goes through the right approval workflow. It goes out the same day.<br><br>With your background in claims operations, you've probably seen how document delays can compound downstream. That's the problem MHC is built to remove.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance/508 risks and the cost of IT-dependency vs. empowering business users.
Subject: One last thing, Mario
Hi Mario,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition or template management becomes too much of a friction point, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications while being ranked #1 for mid-market by Aspire. · Asset: UNLOCK1.PDF
Hey Mario, appreciate you connecting.
Sent you a few emails about the developer cost side of template changes, the $150K-per-head problem that backs up DocOps when every Documaker update needs an IT ticket. Figured LinkedIn might be an easier place to pick this up.
At MHC we help insurers move template ownership to the business side, off the developer queue. Guardian and Allstate have both gone through that shift, and Aspire ranked MHC number one for mid-market insurance communications last cycle.
Worth a quick conversation to see if any of this is relevant?
Chris
Patrick Brutus
Director, Regulatory Communications
operations · director
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Angle: document management expertise & M&A transition
Hooks: your 30-year tenure at Assurant overseeing customer and regulatory communications, the recent transition of Resource Dealer Group to Assurant Dealer Services, managing complex document management services and digital archiving for regulatory compliance
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Patrick,<br><br>Chris here from MHC Automation.<br><br>Given your role in regulatory communications at Assurant, I wanted to ask about something we see come up a lot at insurance companies your size. When a state filing requirement changes, does your team have to route every template update through IT and wait on a developer to make it happen?<br><br>For regulatory comms specifically, that dependency is a real problem. Timing matters. Notices, disclosures, policyholder letters, they have to go out accurate and on time. If the change queue is sitting in an IT backlog, that's a compliance exposure, not just an ops inconvenience.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Patrick,<br><br>Following up on what I sent about template changes and regulatory turnaround.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. And across the 60+ insurance organizations we work with, the pattern is pretty consistent. The insurer moves to MHC, the compliance and regulatory teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every document change.<br><br>For a team doing regulatory communications at your scale, that matters. When a state changes a disclosure requirement, your team shouldn't have to write a ticket and wait a week to find out if the update is in the queue. The people who know what the document needs to say should be the ones updating it, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=compliance/508. Evaluate alternatives to avoid IT dependency bottleneck for every template change.
Subject: One last thing, Patrick
Hi Patrick,<br><br>Sent you a couple of notes about regulatory template management at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Patrick, glad to have you in the network.
I sent a few notes over email about the IT ticket bottleneck on template changes, so you have some context on where I was coming from. At MHC we help insurers move that ownership to the business side, off the developer queue entirely. Allstate and Intact have both gone through that shift with us, which is part of why I reached out to Assurant specifically.
If any of this lands, feel free to reach out whenever.
Chris
Mona Anand
Director of Digital Transformation & AI
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Angle: AI-native operating models and legacy transformation
Hooks: Your recent focus on shifting from 'digital' to 'AI-native' operating models, particularly the emphasis on redesigning operational workflows for autonomous intelligence., The recent appointment of Helen Sachdev to the UK Board, signaling a reinforced commitment to governance during digital scaling., Assurant's active recruitment for Digital Print Production Specialists, which highlights the ongoing tension between modern digital goals and high-volume document operations.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI rollout
Hi Mona,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital transformation at Assurant, I wanted to ask about something that comes up a lot when insurers are running AI initiatives alongside legacy document infrastructure.<br><br>When your team is pushing toward AI-driven claims automation, does the document layer ever end up as the bottleneck? Things like policyholder notices, claims correspondence, or coverage documents that still require a developer to touch every time something needs to change.<br><br>That's the pattern we see most often. The modernization roadmap moves fast, but the document production system runs on older architecture where even a disclosure update turns into an IT ticket and a two-week wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team remove that friction from the transformation roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Mona,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life, Allstate, and 25+ other insurers run their policyholder communications on MHC. The pattern we see after they make the move: the compliance or ops team starts managing template changes directly, and IT stops being the bottleneck for every update.<br><br>That matters especially when you're running claims automation at scale. If an AI model flags a coverage decision faster, but the corresponding notice to the policyholder still takes two weeks to update because a developer has to touch the template, the efficiency gain stalls at the document layer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Mona
Hi Mona,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your AI rollout, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to bridge the gap between legacy core systems and modern digital delivery. · Asset: ULTIMA1.PDF
Mona, good to have you in the network. Sent you a few emails recently about the document infrastructure gap in the modernisation work, so figured I'd reach out here too.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are both using it to bridge the gap between legacy core systems and modern digital delivery, which tends to be where the $150K+ developer time gets eaten up fastest.
Happy to reconnect here if the timing ever works.
Chris
Bob Lonergan
Executive Vice President, Chief Strategy and Transformation Officer
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Angle: strategic oversight of AI and modernization for the legacy Life/Health blocks
Hooks: Your leadership over Strategy, AI, and Transformation at Assurant puts you at the center of evolving the client delivery model for legacy portfolios like the John Alden Life block., With Assurant's $12.8B revenue and current modernization signals from Chakra Danda, the pressure to solve developer scarcity for Oracle Documaker templates is likely high., Managing a mega-scale CCM operation involving policy contracts and annual statements often leads to a 'legacy liability' where IT is a bottleneck for every template change.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Assurant
Hi Bob,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategy and transformation at Assurant, I wanted to ask about something that comes up a lot in conversations I have with insurers your size. When your team needs to update policyholder documents like declarations pages, renewal notices, or claims correspondence, does that still require going through a developer to get it done?<br><br>For a lot of insurers running legacy document platforms, the answer is yes. A compliance or ops person spots something that needs to change, writes a ticket, and then waits. The developer queue determines how fast the business moves. With your member base and the modernization work happening across the organization, that kind of dependency tends to get expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency on your document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bob,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their template owners manage changes directly, without routing everything through a developer.<br><br>The pattern we see at insurers is similar. Your compliance or ops team knows what the policyholder notice needs to say. On most legacy systems, they still can't touch it. The change goes into a queue. That's a real drag when a state regulatory update or a product line change means dozens of documents have to be updated fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Bob
Hi Bob,<br><br>Sent you a couple of notes about document template dependencies at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Hey Bob, good to be connected.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you have some context already. At MHC we help insurers move template ownership off IT queues and to the business side, which is the IT dependency piece I mentioned.
ING Poland moved around 600 templates across that way without pulling developer resource into every change cycle.
Given what Assurant has going on with transformation, that might be relevant territory. If any of this lands, feel free to reach out whenever.
Chris
Brian Cliver
Director, Software Engineering / Agile Delivery
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Angle: agile delivery leadership at Assurant
Hooks: your focus on removing delivery impediments for 6+ Scrum teams, background managing insurance application development and complex HTML/eApplication products, your SAFe 6 Product Owner/Product Manager certification from May 2025
posture: peer CTA: soft type: problem_first
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Subject: Doc changes still going through your eng team?
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role leading agile delivery and software engineering at Assurant, I wanted to ask about something that comes up a lot with engineering directors at insurers your size. Is document template work still landing on your dev team's plate for every change, even minor ones?<br><br>We see it constantly. A compliance update or product change comes in, someone needs to touch a policyholder notice or a coverage document, and it ends up as a ticket for a developer who has better things to do. It slows down sprints and pulls scarce engineering talent off higher-value work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help get document changes off your engineering team's queue. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for Documaker template changes because legacy tools require scarce, high-cost developer talent for every minor edit.
Hi Brian,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>I want to be straightforward with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across Allstate, Guardian Life, Acuity, and 60+ others. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait disappears. Engineering stops being the path for every document change.<br><br>For a team running agile delivery at Assurant's scale, that matters. When a regulatory change hits and a cancellation notice or coverage document has to go out to your full policyholder base fast, the update shouldn't need a sprint ticket. It should be same-day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on developers, empower business users to handle document updates directly, freeing your engineering teams for higher-value agile sprints.
Subject: One last thing on doc infrastructure
Hi Brian,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC helps T2 insurance leaders like Allstate and Guardian modernize their DocOps, as highlighted in our Aspire #1 mid-market ranking. · Asset: ULTIMA1.PDF
Hey Brian, appreciate you connecting.
Sent you a few emails about the developer dependency piece on Documaker template changes, routing every edit through engineering when the business side really shouldn't need to. At MHC we help insurers move that ownership off the IT queue entirely. Allstate and Guardian have both gone through that shift, which is part of why we landed the Aspire top mid-market ranking.
Given your Agile delivery background, you probably have thoughts on where that kind of bottleneck fits into the broader roadmap conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Miguel Martinez
VP, Guidewire Platform Owner
engineering · vp
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Angle: guidewire_migration_modernization
Hooks: your lead role in modernizing the Guidewire Cloud platform for Global Housing products, your 20+ year tenure at Assurant across Global Specialty and Mortgage Solutions, recent push to unify Ops and IT for faster innovation following Mike Campbell's appointment
posture: peer CTA: soft type: problem_first
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Subject: Document layer and Guidewire
Hi Miguel,<br><br>Chris here from MHC Automation.<br><br>Given your role as Guidewire Platform Owner at Assurant, I wanted to ask about something that comes up a lot during core system migrations. When teams move policy admin to Guidewire, the document layer often gets left behind — meaning template changes for things like policy documents, endorsements, and renewal notices still require a developer who knows the old system.<br><br>That creates a real bottleneck. Business and compliance teams have to file a ticket and wait, even for something as simple as a language update on a cancellation notice. During a migration, that queue gets longer, not shorter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to where Assurant is right now. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Miguel,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They were paying $4 per document in vendor fees before moving to MHC. Once their ops team could handle template changes directly, the wait on IT disappeared entirely.<br><br>With Assurant's member base and the Guidewire work your team is already carrying, the last thing you need is a separate backlog just for document updates. When a regulatory change hits or a new product launches through a partnership, those notices and policy documents have to go out fast and accurate. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Miguel
Hi Miguel,<br><br>Sent you a couple of notes about the document layer at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Miguel, appreciate you connecting.
I sent a few emails about the IT dependency piece on document template changes. Didn't want to just let this sit without a quick note here.
At MHC we help insurers move template ownership off the developer queue to the business side. Natera had a similar dynamic and got template turnaround from two and a half weeks down to two days after making the switch.
Given you're running the Guidewire platform at Assurant, that layer tends to come up. If any of this lands, feel free to reach out whenever.
Chris
Bobby Kay
Director Print Services
operations · director
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Angle: document-heavy print operations and digital-first transition
Hooks: active recruitment for Print Production Managers and Digital Print Production Specialists at Assurant, Bobby's oversight of scale print services for insurance docs like decs, endorsements, and ID cards, CEO Keith Demmings' 2025-2026 digital-first execution roadmap
posture: peer CTA: soft type: problem_first
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Subject: Print ops + template bottlenecks
Hi Bobby,<br><br>Chris here from MHC Automation.<br><br>Given your role running print services at Assurant, I wanted to ask about something that comes up a lot with insurers your size. Does every template change still require an IT ticket and a two-week wait, even for something routine like a renewal notice or a billing update?<br><br>At high-volume print operations, that dependency adds up fast. A regulatory update hits one state, a product line changes, a vendor relationship shifts, and suddenly the queue is backed up with document requests that the business side can't touch on its own.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for your print and digital document workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker and print operations often suffer from developer scarcity, where every template change for renewals or claims requires a 2-week IT ticket wait.
Hi Bobby,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>We've helped insurers like Guardian Life and Allstate manage 25+ complex lines of business while cutting out the manual document backlog that slows speed-to-market. The pattern is usually the same: once the compliance or ops team can make template changes directly, the IT ticket never gets written in the first place.<br><br>With Assurant's output across specialty lines, that kind of flexibility matters. A regulatory change in one state, a new warranty product through a partner like Compass, an update to a billing notice or renewal form, those shouldn't require a developer to execute. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Assurant's high-volume output across certifications and billing shouldn't be bottlenecked by legacy architecture; modern DocOps allows business users to handle templates without IT.
Subject: One last thing, Bobby
Hi Bobby,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps top-tier insurers like Guardian and Allstate manage 25+ complex lines of business while eliminating the manual document bottlenecks that slow down speed-to-market. · Asset: ULTIMA1.PDF
Hey Bobby, good to connect.
Sent you a few emails about the developer queue problem on template changes, specifically that 2-week wait every time renewals or claims copy needs to move. Figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership to the business side so those changes stop sitting in IT backlogs. Guardian and Allstate both run 25-plus lines of business through it now without the manual bottlenecks.
Worth a quick conversation to see if any of this is relevant?
Chris
Dustin Hubbard
VP of Data Analytics - Business Integration & Strategy
engineering · vp
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Angle: AI-driven efficiency for high-volume document workflows
Hooks: focus on making developers more efficient and getting data to requestors faster, leadership in integrating AI and RPA for robotic claims processing, previous background in Six Sigma and Lean/Operational Excellence at GE Aviation
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Dustin,<br><br>Chris here from MHC Automation.<br><br>Given your role in data and business integration at Assurant, I wanted to ask about something that comes up a lot with specialty insurers your size. When a product or regulatory change hits, does updating the customer-facing documents behind it still require a developer to touch the template?<br><br>At companies running older document platforms, that's usually the bottleneck. A compliance or ops team identifies the change. Then it sits in a queue waiting on someone with the right system access. With your member base across connected devices, housing, and auto products, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change due to developer scarcity for Documaker ($150K+ talent)
Hi Dustin,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example that stuck with me: Natera cut their document turnaround from 2.5 weeks to 2 days. The change wasn't about headcount. It was about removing the developer from the day-to-day update path so the people who know what the document should say could make the change directly.<br><br>I mention it because you're working on AI-driven claims automation and cost reduction at Assurant. The document layer is often where that efficiency work stalls. A process runs faster, but if the output document still takes two weeks to update, the gain gets eaten up downstream.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: avoiding technical debt by enabling business users to handle policy changes without developer intervention
Subject: One last thing, Dustin
Hi Dustin,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become a friction point as you scale the claims automation work, feel free to reach out.
Proof: Natera reduced template turnaround from 2.5 weeks to 2 days · Asset: CUSTOM1.PDF
Dustin, appreciate you connecting.
Sent you a few emails recently about the IT ticket bottleneck on template changes, specifically the developer scarcity piece tied to Documaker. At MHC we help insurers move template ownership to the business side so changes stop sitting in a dev queue. Natera got template turnaround from 2.5 weeks down to 2 days once they made that shift.
Given your role spanning data and business integration at Assurant, figured this might be worth a look. Worth a quick conversation to see if any of this is relevant?
Chris
Douglas Fusco
Vice President, Enterprise Architecture
engineering · vp
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Angle: enterprise architecture alignment for mega-scale insurance operations
Hooks: Current role as VP of Enterprise Architecture at Assurant since at least 2021, Management of diverse document types including declarations, claims correspondence, and renewals, Strategic leadership during B. Keith Meier’s transition to COO and Federico Bunge’s appointment
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Assurant
Hi Douglas,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Assurant, I wanted to ask about something that comes up a lot with carriers your size. Is the document composition layer still dependent on a small group of specialized developers to get template changes across the finish line?<br><br>At large insurers, that dependency tends to create real friction. A regulatory update hits, or a product line changes, and the path to updating policyholder documents runs straight through a developer queue. With Assurant's breadth across device protection, home warranty, and automotive, I'd imagine the volume of document variants makes that bottleneck pretty visible.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the IT dependency on your document change workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity for Oracle Documaker means that every template change for declarations or claims becomes a high-cost IT bottleneck, with a shrinking pool of $150K+ specialists.
Hi Douglas,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, and Acuity all run their policyholder communications on MHC. The pattern we see at carriers of that scale: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Changes happen the same day instead of waiting on the next sprint.<br><br>That matters especially when a regulatory change has to propagate across cancellation notices, renewal notices, or endorsements reaching hundreds of thousands of policyholders. On your current architecture, that's likely a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Enterprise architecture shouldn't be locked into legacy technical debt; modernization requires shifting document composition from developer-heavy workflows to business-user self-service to eliminate the integration burden.
Subject: One last thing, Douglas
Hi Douglas,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps mega-carriers like Allstate and Guardian modernize their DocOps, similar to how T1 leaders manage 200+ templates with significantly reduced IT dependency. · Asset: CUSTOM1.PDF
Hey Douglas, appreciate you connecting.
Sent you a few notes recently about the Documaker specialist bottleneck and what that does to template velocity on declarations and claims. At MHC we help carriers move that ownership off the developer queue and to the business side. Allstate and Guardian have both gone through similar transitions, managing 200-plus templates with a fraction of the IT overhead they had before.
Worth a quick conversation to see if any of this is relevant?
Chris
Greg Tuttle
SVP, Product Line Executive- Global Housing
operations · vp
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Angle: strategic digital roadmap & claim automation
Hooks: Led the digital transformation roadmap for Global Housing to enhance customer experiences, Championed the Carrier Direct Endorsement initiative, releasing $9.7B in claims, Recognized as a 2025 HousingWire Vanguard for modernizing mortgage servicing via HOIVerify automation
posture: peer CTA: soft type: problem_first
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Subject: Document changes slowing Assurant down?
Hi Greg,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Global Housing at Assurant, I wanted to ask about something we see come up a lot at insurers your size. Does updating customer-facing documents like policy notices, claims correspondence, or renewal communications still require going through a developer to make it happen?<br><br>With your member base and the complexity of housing protection products across multiple markets, that kind of dependency adds up fast. A regulatory change hits, a product line updates, a new partnership spins up, and the document layer becomes the bottleneck nobody wants to talk about.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your product changes and what actually reaches policyholders. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer scarcity is stalling your digital transformation roadmap.
Hi Greg,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern we see across the board is the same. The insurer moves over, the business side starts managing templates directly, and the wait for a developer to touch a document goes away.<br><br>I know you're driving a claims automation initiative and expanding the Home Warranty line through the Compass partnership. Both of those create new document requirements, new state-specific language, new product disclosures. On most legacy document platforms, that means a ticket queue. On MHC NorthStar CCM, your compliance and ops teams make the change the same day, with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy Documaker architecture creates a technical debt bottleneck where every template change requires a developer ticket, delaying critical policy and claim communications.
Subject: One last thing, Greg
Hi Greg,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped insurers like Guardian and Allstate eliminate manual document friction, while Natera reduced template turnaround from 2.5 weeks to just 2 days. · Asset: UNLOCK1.PDF
Hey Greg, appreciate you connecting.
Sent you a few emails about the IT dependency piece on template changes, so you have some context on what we do. At MHC we help insurers move document template ownership off developer queues and to the business side.
One thing that tends to resonate at companies in a similar spot, Allstate and Guardian both worked through this, and Natera cut template turnaround from two and a half weeks to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Chris
Gary Turner
Vice President, Experience Partners
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Angle: Alignment of customer experience delivery across Housing and Auto lines using Oracle Documaker.
Hooks: Promoted to VP, Experience Partners in Aug 2024 to lead experience delivery across Auto, Connected Living, and Housing., Previous success integrating the GE Warranty Management business including 20+ toll-free migrations., Six Sigma expertise applied to reducing customer wait times and processing time by 7 days in prior CX roles.
posture: peer CTA: soft type: problem_first
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Subject: document templates across Housing and Auto
Hi Gary,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing experience partnerships at Assurant, I wanted to ask about something that comes up a lot at insurers running document operations across multiple business lines. When a CX change needs to go out across Housing and Auto, does that still require tracking down a developer to update the templates, or has your team found a way around that?<br><br>At the scale Assurant operates, keeping customer-facing documents consistent across product lines is already hard. When every template change depends on someone with deep system knowledge, small CX updates can take weeks. That kind of lag shows up in policyholder experience whether anyone inside notices it or not.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the dependency on specialized developers for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity making it difficult to maintain experience consistency across different business lines.
Hi Gary,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Allstate runs their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see consistently: once the business side can manage templates directly, the wait for a developer to make a document change disappears. Compliance owns the update. IT stops being the bottleneck.<br><br>For an insurer like Assurant, that matters most when a regulatory change hits Housing or Auto and the corresponding notices, endorsements, or cancellation letters have to go out accurately and fast. With your member base across both lines, a two-week developer queue is a CX problem before it's a compliance problem.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM tech shouldn't be the bottleneck for CX design; empower business users to handle template changes without IT tickets.
Subject: one last thing on the doc layer
Hi Gary,<br><br>Sent you a couple of notes about the document template piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assurant is a T2 insurer; reference Guardian and Allstate for similar mega-scale document operations. · Asset: ULTIMA1.PDF
Hey Gary, appreciate you connecting.
I sent a few emails recently about the Documaker developer scarcity piece, specifically the pressure that puts on keeping experience consistent across business lines. At MHC we help insurers move template ownership to the business side so those changes stop sitting in a developer queue. Guardian and Allstate have both worked through that same scale challenge on the document operations side.
If any of this lands, feel free to reach out whenever.
Chris
Eric Robertson
VP Software Engineering & Enterprise Technology
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Angle: IT modernization strategy under new COO Mike Campbell
Hooks: Involvement in the 2023 conversion of legacy iSeries and .Net apps to Salesforce and Mulesoft, Alignment with Mike Campbell's 2025 mandate to merge Global Ops and IT to accelerate the technology roadmap, Managing document-heavy workflows like manuscript endorsements and surplus lines filings within the Assurant Housing segment
posture: peer CTA: soft type: problem_first
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Subject: Document template bottlenecks at Assurant
Hi Eric,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software engineering at Assurant, I wanted to ask about something we see come up a lot at carriers your size. Does updating policy and customer-facing documents still require developer time to touch the underlying template system?<br><br>At large insurers, that dependency tends to compound. A regulatory change, a product update, a new state filing — each one becomes an IT project. Business teams wait. Developers context-switch. And the backlog grows faster than it gets cleared.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the engineering overhead tied to document production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker template changes
Hi Eric,<br><br>Following up on what I sent about the developer dependency piece.<br><br>At Guardian Life and Allstate, the pattern we kept seeing was the same: every template change for policyholder communications ran through a developer who knew the system. When we replaced that workflow, the compliance and ops teams started handling changes directly. The wait disappeared.<br><br>With your member base and the expansion into home warranty through the Compass partnership, the volume of document variants — endorsements, warranty terms, coverage notices — is only going to grow. That's a lot of template maintenance to keep routing through engineering.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to Oracle Documaker to avoid architecture lock-in and high maintenance costs
Subject: One last thing on doc infrastructure
Hi Eric,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assurant's scale aligns with our work for Guardian and Allstate, where we eliminated IT bottlenecks in complex insurance document production. · Asset: UNLOCK1.PDF
Hey Eric, appreciated the connection.
Sent you a few emails about the developer scarcity problem on template changes and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move that work off the IT queue and back to the business side. Guardian and Allstate both had complex document production environments and that shift ended up removing a meaningful bottleneck for their engineering teams, not just the business.
Given Assurant's scale, that pattern tends to be relevant.
Worth a quick conversation to see if any of this is relevant?
Chris
Christine Mallo
AVP, Operations Process Management
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Angle: Legacy TWG operations and Oracle Documaker technical debt
Hooks: Experience leading Operations Process Management at Assurant following the merger with The Warranty Group., Focus on Transformation and Quality Assurance (QA) leadership within the insurance and healthcare sectors., Overseeing document-heavy processes like declarations, certificates, and claims correspondence for the Warranty Group subsidiary.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Christine,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations process management at Assurant, I wanted to ask about something we see come up a lot at insurance companies your size. Does every document template change still require an IT ticket and a developer to touch it before anything goes out to policyholders?<br><br>At carriers running older document platforms, that's usually the setup. A compliance or ops person spots something that needs updating, submits a ticket, and waits. Meanwhile the developers who know the system well enough to make the change are harder and harder to find and retain.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get to a place where ops handles template changes directly. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker: IT ticket wait per change and shrinking pool of $150K+ developers for template maintenance.
Hi Christine,<br><br>Following up on what I sent about the template change bottleneck.<br><br>We've helped insurers like Guardian Life, Allstate, and Intact Financial cut turnaround times on document changes from weeks to days. The difference is usually the same: once the compliance or ops team can make updates directly, the wait disappears. IT stops being the path for every change.<br><br>That matters especially when a regulatory update hits and notices have to go out across your policyholder base fast. With your member base at Assurant, that kind of delay has real operational cost.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls and approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to the business-user bottleneck; transitioning from IT-dependent template changes to self-service DocOps.
Subject: One last thing, Christine
Hi Christine,<br><br>Sent you a couple of notes about document template ops at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps T2 insurance leaders like Guardian, Allstate, and Intact modernize CCM, reducing template turnaround times from weeks to days. · Asset: UNLOCK1.PDF
Hey Christine, glad to have you in the network.
Sent you a few emails about the Documaker side of things, specifically the ticket wait and the developer cost piece on template maintenance. Didn't want to just leave it at the inbox.
At MHC we help insurers move template ownership to the business side so changes stop waiting on a developer queue. Companies like Guardian, Allstate, and Intact have cut template turnaround from weeks to days doing exactly that.
If any of this lands, feel free to reach out whenever.
Chris
Dan Gronsbell
VP, Innovation
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Angle: Connected World platform scaling & product innovation leadership
Hooks: Recognition via Assurant CEO Award for innovation leadership, Role in showcasing products at the NYSE Investor Day to convey market innovation, Long-term tenure (16+ years) through the GE/Warranty Group legacy into Assurant's Management Committee acceleration
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with Connected World?
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading innovation at Assurant, I wanted to ask about something that comes up a lot with specialty insurers your size. Is the document production layer keeping up with the pace of what your team is building on the product and platform side?<br><br>The pattern we see: a team ships a new protection product or expands into a new market, and the document side becomes the bottleneck. Policy documents, welcome kits, warranty terms, coverage notices. Changes that should take a day take weeks because they're queued behind a developer who knows the legacy system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your innovation work move faster without the document layer slowing it down. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Developer scarcity for legacy Documaker systems ($150K+ per dev) is stalling the innovation roadmap for Connected World.
Hi Dan,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting their ops team out of the IT queue entirely.<br><br>The part that's relevant for Assurant: when your team launches a new protection product or expands warranty coverage into a new market, the compliance and ops teams can make template changes directly. The controls are still there, IT still sets the guardrails. But the ticket never gets written. Coverage notices, warranty terms, policy documents go out on the same day the change is approved.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy technical debt shouldn't be the ceiling for digital transformation; evaluate alternatives to the standard Oracle Cloud upgrade path to regain agility.
Subject: One last thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps over 25+ insurers, including Guardian and Allstate, modernize CCM to eliminate IT bottlenecks. · Asset: UNLOCK1.PDF
Appreciated the connection, Dan. Sent you a few emails recently around the document infrastructure gap in the modernisation work at Assurant, so figured LinkedIn made sense as another way to reach out.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate are both live with us now, largely for that reason.
Given the Documaker dependency piece I mentioned, it seemed worth a conversation. Happy to reconnect here if the timing ever works.
Chris
Emilio Vera
Chief Strategy and Transformation Officer (Mexico/LATAM)
operations · c_level
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Angle: strategic transformation and dealer innovation
Hooks: your recent recognition for innovation in the insurance sector (Five Stars Awards), Assurant's launch of F&I On Demand to solve dealership staffing friction, overseeing innovation and system high availability for LATAM operations
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Assurant LATAM
Hi Emilio,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategy and transformation at Assurant across Mexico and LATAM, I wanted to ask about something we see come up a lot at large specialty insurers. Is the document production layer keeping pace with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed down the list?<br><br>What we usually hear is this: the transformation agenda moves forward on claims, distribution, and dealer services, but the document side stays frozen because every template change requires a developer who knows the legacy system. Endorsements, certificates, renewal notices, dealer-facing documents. Someone has to touch the platform to update any of them, and that person is either expensive, hard to find, or both.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting the workflows you already have in place. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital transformation roadblock: legacy document tech like Oracle Documaker creating developer scarcity and slowing the modernization roadmap for dealer services
Hi Emilio,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>The pattern we see at insurers running older document platforms is consistent: the business side knows what the document needs to say, but they can't touch it. IT owns the change. So a regulatory update to a dealer notice or an endorsement form becomes a ticket, a queue, and a wait, sometimes weeks.<br><br>Allstate and Guardian Life both ran into this. By moving to MHC NorthStar CCM, their compliance and ops teams started handling template changes directly, within the guardrails IT set. The developer stopped being the bottleneck for day-to-day document updates. That matters a lot when you're expanding into new markets, like the Compass International partnership, and need localized documents out fast without spinning up a development project every time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: strategic technical debt: the high cost of maintaining specialized developer pools ($150K+) vs. empowering business users to manage manuscript endorsements and surplus filings
Subject: One last thing, Assurant
Hi Emilio,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as your LATAM transformation work moves forward, feel free to reach out.
Proof: T2 insurers like Allstate and Guardian have unlocked operational speed by removing IT as a bottleneck for document changes · Asset: ULTIMA1.PDF
Emilio, good to have you in the network. I sent a few emails about the document infrastructure gap that can slow modernisation work, specifically the Documaker dependency piece and what that does to developer availability.
At MHC we help insurers move template ownership off IT queues and onto the business side. Allstate and Guardian both moved in that direction and picked up operational speed once document changes stopped sitting in developer backlogs.
Happy to reconnect here if the timing ever works.
Chris
Tamika Louis
Vice President, Business Compliance (Operations & Transformation)
operations · vp
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Angle: compliance automation and operational modernization focus
Hooks: Leadership in driving digital transformation across compliance functions at Assurant, Focus on modernizing workflows and introducing automation to reduce manual work, Extensive background in high-volume automotive operations and service delivery modernization
posture: peer CTA: soft type: problem_first
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Subject: Document changes + compliance, Assurant
Hi Tamika,<br><br>Chris here from MHC Automation.<br><br>Given your role leading compliance and operations at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When a compliance requirement changes, how long does it take your team to get the updated document out the door? Is that still going through IT, or has your team found a way to own that directly?<br><br>At a lot of insurers we talk to, the compliance team flags the change, but the actual template update has to go through a developer. So the person who knows what the document needs to say is waiting on a ticket queue, not making the change. With your member base across connected devices, housing, and auto protection products, that's a lot of document variants to stay current on.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your compliance and ops teams move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Tamika,<br><br>Following up on what I sent about the compliance-to-document change cycle.<br><br>One example worth sharing: Guardian Life, Allstate, and Acuity all run their policyholder communications on MHC NorthStar CCM. The pattern across those carriers is consistent. Before MHC, compliance would flag a required change to a notice, endorsement, or renewal document, and the update would sit until a developer with platform knowledge had bandwidth. After the move, the compliance and ops teams handle routine template updates directly, with approval workflows built in.<br><br>For a specialty insurer like Assurant, operating across device protection, home warranty, and auto products in multiple states and regulatory environments, that kind of speed matters. A state-mandated change to a cancellation notice or certificate of insurance can't wait two weeks for an IT ticket to clear.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Tamika
Hi Tamika,<br><br>Sent you a couple of notes about the compliance-to-document change cycle at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Tamika, good to have you in my network.
I sent a few emails recently about the document infrastructure gap in the modernisation work, so you have some context on where we play. At MHC we help insurers move template ownership off IT queues and onto the business side. Allstate, Intact, and Acuity have all made that shift with us, and the pattern is usually the same: compliance and ops teams get control back without waiting on a developer ticket for every change.
Happy to reconnect here if the timing ever works.
Chris
Sasha Fard
Director, Omnichannel Analytics
operations · director
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Angle: recent_hire_analytics_strategy
Hooks: Recently joined Assurant as Director of Omnichannel Analytics from Capital One Canada, Focus on orchestrating individualized customer experiences across all channels, 2024 CXPA Impact Award recipient for CX insights
posture: peer CTA: soft type: problem_first
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Subject: Document updates at Assurant
Hi Sasha,<br><br>Chris here from MHC Automation.<br><br>Given your role in omnichannel analytics at Assurant, I wanted to ask about something we see come up a lot at specialty insurers your size. When your team needs to update customer-facing documents, does that still require going through IT and waiting on a developer who knows the system?<br><br>At companies running older document platforms, the analytics side often has a clear picture of what needs to change in policyholder communications, but the actual change still runs through a developer queue. That gap tends to slow things down, especially when you're trying to keep up with product changes across connected devices, housing, and auto protection lines.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the lag between what your team knows and what actually gets sent to customers. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sasha,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting the business side into the template management workflow directly.<br><br>The pattern at insurers is pretty consistent. Your team knows what a policy document or renewal notice should say. But if the platform requires a developer to make that change, the knowledge and the execution are always one step apart. With your member base and the complexity across device, home, and auto product lines, that lag adds up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_sunset_migration
Subject: One last thing, Sasha
Hi Sasha,<br><br>Sent you a couple of notes about document template management at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Assurant scales, feel free to reach out.
Proof: Assurant is a global leader protecting 300M consumers; we help similar tier-1 insurers manage thousands of policy templates without IT bottlenecks. · Asset: ULTIMA1.PDF
Sasha, appreciate you connecting. Sent you a few emails recently about the IT dependency piece on document changes, so figured I'd reach out here too.
At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. One carrier we work with manages several thousand policy templates this way, no IT ticket in sight for routine updates.
Given what you're working on at Assurant, there might be something worth exploring. Happy to reconnect here if the timing ever works.
Chris
Yoni Sarason
Director, Digital and AI Transformation
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Angle: AI modernization vs legacy document bottlenecks
Hooks: Current focus on accelerating AI use-case adoption and board-priority digital initiatives at Assurant, Background in helping organizations envision 'Northstar visions' and human-centered transformation, Managing the tension between enterprise AI strategy and legacy infrastructure like Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Yoni,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital and AI transformation at Assurant, I wanted to ask about something that comes up a lot at large insurers running modernization programs. Is the document production layer keeping pace with the rest of your transformation roadmap, or is it one of those things that keeps getting pushed?<br><br>With your member base and the expansion into home warranty products, the volume of customer-facing documents only grows. But when every template change requires a developer to touch it, the document layer becomes a quiet blocker. Claims correspondence, warranty documents, customer notices, things that should update in hours end up on a ticket queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on the document side without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Yoni,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>Something I should have included in my last note: the pattern we see most often at insurers your size is that AI and automation investments hit a wall at the document output stage. The intelligence is there, the data is there, but the template is locked in a system only a developer can touch. So the change sits in a queue while the business waits.<br><br>With Assurant pushing into AI-driven claims automation and growing the home warranty side, that gap tends to widen fast. Compliance language changes, new product documents, updated customer notices. Each one a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs. Your compliance and ops teams make changes directly, within approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Subject: One last thing on document infrastructure
Hi Yoni,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Yoni, appreciate the connection.
Sent you a few notes recently about the document infrastructure gap that tends to surface in modernisation work, specifically where CCM sits outside the transformation roadmap until it becomes a blocker.
At MHC we help insurers get that layer sorted so it stops slowing everything else down. Allstate and Intact have both worked through it with us, along with 25 or so other carriers at various stages of the same conversation.
Nothing urgent here. Happy to reconnect here if the timing ever works.
Chris
Srinivas Damalcheruvu
Director, Solution Architecture
engineering · director
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Angle: Architectural debt in cloud modernization for $B+ ARR business
Hooks: Current focus on cloud modernization to Azure/AWS and AI-driven operational transformation., Leadership in multi-year migrations for a global insurance entity of Assurant's scale., Impact of Documaker-related IT dependency on the stated goal of accelerating Ops/IT synergy under Mike Campbell.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization work
Hi Srinivas,<br><br>Chris here from MHC Automation.<br><br>Given your role in solution architecture at Assurant, I wanted to ask about something that comes up a lot when companies are pushing a cloud modernization agenda at scale. Does the document production layer end up being one of those things that keeps getting deferred because it's too tightly coupled to systems only a few developers can touch?<br><br>We see it often with specialty insurers running complex product lines. The policy and claims infrastructure gets modernized, but document generation stays behind because the templates live in legacy composition tooling that requires developer involvement for every change. With your member base and the product breadth Assurant runs, even routine updates to policyholder-facing documents can turn into a backlog.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural debt that kind of dependency creates. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Srinivas,<br><br>Following up on what I sent about the document layer piece.<br><br>Something I should have included: Intact Financial runs their policyholder communications on MHC alongside Guardian Life, Allstate, and Acuity. The pattern we see across all of them is similar. Once business users can manage templates directly, the developer queue for document changes stops growing. Changes happen the same day instead of waiting on the next sprint cycle.<br><br>That matters especially when a regulatory change or a new product configuration has to propagate across documents at your volume. On MHC NorthStar CCM, the compliance or operations team makes the change directly, with approval workflows built in, so IT isn't the bottleneck for every update.<br><br>With Assurant expanding into home warranty and running AI-driven claims work in parallel, I'd imagine the last thing the architecture team wants is the document layer slowing down what you're trying to ship.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change; E2=compliance/508 and evaluating legacy risk before lock-in.
Subject: One last thing on legacy doc systems
Hi Srinivas,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in the broader modernization work, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Srinivas, thanks for connecting.
Sent you a few notes over email about the developer scarcity piece and the legacy layer sitting in the way of the modernisation roadmap. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership off IT queues so the business side can make changes without developer involvement. Allstate, Intact, and Acuity have all worked through similar transitions with us.
If any of this lands, feel free to reach out whenever.
Chris
Animesh Kumar
Sr. Solution Architect
engineering · manager
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Angle: enterprise architecture alignment with AI/ML roadmaps
Hooks: Experience architecting AI-powered systems (Chatbots, Survey Analysis) at Assurant while managing enterprise solution design, Focus on scalable, cloud-native SaaS platforms with 99.99% availability, Assurant's recent operational consolidation under Mike Campbell and the hiring of Print Production Specialists (Tom Hickman)
posture: peer CTA: soft type: problem_first
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Subject: Document templates and your AI roadmap
Hi Animesh,<br><br>Chris here from MHC Automation.<br><br>Given your role as a solution architect at Assurant, I wanted to ask about something we see come up a lot at large insurers. Is the document template layer one of those things that keeps getting in the way of broader modernization work, where every change still requires a developer who knows the system?<br><br>At companies your size, it usually looks like this: policy communications, endorsements, renewal notices, claims correspondence, all living in systems that only a handful of engineers can touch. When a regulatory change hits or a new product line launches, it becomes a developer project instead of an ops project. That slows everything down.<br><br>It comes up especially when teams are trying to align document infrastructure with AI or automation roadmaps. The document layer ends up being the thing that doesn't move as fast as everything else.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering dependency on document changes at Assurant. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Animesh,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC, alongside 60+ other insurance organizations. The pattern we see consistently: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>That matters a lot when you're trying to align your document infrastructure with something like an AI-driven claims automation rollout. If the document layer requires a developer ticket every time a claims correspondence template needs updating, it creates drag on the broader roadmap. Declarations pages, endorsements, cancellation notices, renewal comms, all of that needs to move as fast as the rest of the platform.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your architecture team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on document infrastructure
Hi Animesh,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you build out the AI roadmap, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers trust MHC to automate complex insurance communications at scale. · Asset: ULTIMA1.PDF
Appreciated the connect, Animesh. Sent you a few emails recently about the IT dependency piece on document template changes, so figured I'd say hello here too.
At MHC we help insurers move template ownership to the business side so developer queues stop being the bottleneck. Guardian and Allstate both went that route, and they're two of the 25+ carriers we work with now.
Given your architecture role at Assurant, some of it may or may not be relevant to where things stand on your end. If any of this lands, feel free to reach out whenever.
Chris
Chakra Danda
SVP, Sr. Information Officer
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Angle: enterprise digital transformation & modernization
Hooks: Your leadership in Assurant's global cloud application strategy and the ongoing modernization of legacy policy administration., Deep background in cloud transformation and API enablement for Automotive and Financial Services lines at The Warranty Group., Your focus on driving ROI and scaling technology blueprints across global teams as SVP.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Assurant
Hi Chakra,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at Assurant, I wanted to ask about something we see come up a lot at large insurers right now. Is the document layer still a developer-dependent system, meaning every template change for policyholder communications has to go through someone who knows the platform before it goes out the door?<br><br>At the scale Assurant operates, that dependency adds up fast. A regulatory update, a product change tied to a new partnership, a carrier-specific disclosure requirement, and suddenly the IT queue is the bottleneck between compliance and the customer. That slows down exactly the kind of modernization work you're probably trying to accelerate.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document production side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Chakra,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>I'll be straightforward: I don't have a single insurance case study with a specific metric to share. What I do see consistently across the 60+ insurers we work with is the same pattern. The insurer comes to us, the business side starts managing templates directly, and the wait on IT for document changes disappears.<br><br>For an organization like Assurant, where you're running AI-driven claims automation and expanding home warranty programs through new partnerships, the document layer tends to be the part that slows everything else down. New product launch, new disclosure requirement, new state filing, and someone has to update templates in a system only a developer can touch before anything goes out.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Chakra
Hi Chakra,<br><br>Sent you a couple of notes about the document layer at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your modernization roadmap, feel free to reach out.
Proof: Assurant is a Tier 2 industry leader; MHC supports 25+ insurers and is ranked #1 for mid-market by Aspire. · Asset: CUSTOM1.PDF
Chakra, appreciate you connecting.
I sent a few emails over the past couple weeks about the IT dependency piece I mentioned, specifically getting document changes off the developer queue so business teams can move without waiting on engineering. Didn't want to leave it at just the inbox.
At MHC we help insurers move template ownership to the business side. We work with 25+ carriers across the mid-market and ranked #1 in that segment by Aspire, so Assurant's scale is something we know how to handle.
If any of this lands, feel free to reach out whenever.
Chris
Stephen Mau
VP End User Platforms and Support Services
engineering · vp
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Angle: enterprise software transition leadership
Hooks: Leadership of Assurant's End User Platforms and Support Services, Successful migration from Lotus Notes to Office 365 for 30k objects, 27-year tenure at Assurant across architecture and application roles
posture: peer CTA: soft type: problem_first
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Subject: Document template changes at Assurant
Hi Stephen,<br><br>Chris here from MHC Automation.<br><br>Given your role running end user platforms at Assurant, I wanted to ask about something that comes up a lot at insurance organizations your size. Does every document template change still require a developer to touch the system before anything goes out the door?<br><br>For insurers with your member base, that dependency adds up fast. Declarations pages, endorsements, cancellation notices, renewal letters. Each one a ticket. Each ticket waiting on someone who knows the platform well enough to make the change without breaking something downstream.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who actually own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity ($150K+ per dev)
Hi Stephen,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing worth sharing: the pattern we see at insurance companies that move to MHC NorthStar CCM is pretty consistent. Guardian Life and Allstate both moved their policyholder communications onto MHC. Once they did, the compliance and ops teams started handling template updates directly. IT stopped being in the critical path for every document change.<br><br>At your scale, that matters. When a regulatory update hits or a product line changes, your team shouldn't have to write a ticket and wait. Declarations pages, endorsements, renewal notices. Those changes should happen the same day someone decides they need to happen.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives before committing to vendor-pushed Cloud upgrades or OL Connect defaults
Subject: One last thing, Stephen
Hi Stephen,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2 aggregate) · Asset: ULTIMA1.PDF
Hey Stephen, appreciate you connecting.
Sent you a couple of emails about the IT ticket bottleneck on template changes, specifically the developer cost side of that at Documaker scale. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help insurers move template ownership to the business side so changes stop sitting in a developer queue. Guardian and Allstate have both gone that route to get that overhead off their IT teams.
If any of this lands, feel free to reach out whenever.
Chris
Ricardo Perez
Vice President, Application Development
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Angle: strategic tech leadership amid modernization signals
Hooks: Leadership in application development at Assurant Specialty Property, Alignment with Chakra Danda’s 2025 legacy modernization mandate, Role in managing complex application ecosystems for $12.8B revenue scale, Expertise in bridging application development with operational excellence
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Ricardo,<br><br>Chris here from MHC Automation.<br><br>Given your role leading application development at Assurant, I wanted to ask about something we see come up constantly at insurers your size. Does updating policyholder documents still require a developer who knows the platform, or has your team found a way to hand that off to the business side?<br><br>At most large carriers, the document layer sits inside a legacy composition system that only a handful of engineers can touch. Every change to a policy notice, endorsement, or renewal communication runs through IT. When you're also trying to move fast on claims automation and partner integrations, that queue gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ricardo,<br><br>Following up on what I sent about the document maintenance piece.<br><br>We work with 60+ insurers, including Guardian Life, Allstate, Intact Financial, and Acuity. The pattern I see again and again: the insurer is modernizing fast in claims, underwriting, or partnerships, but the document layer is still locked inside a composition system only a developer can touch. Every template change is a ticket. Every regulatory update is a project.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls. Your compliance or operations team makes the change directly, within approval workflows IT sets. The ticket never gets written.<br><br>With your member base across connected devices, housing, and auto protection, that matters especially when a state regulatory change has to propagate across dozens of policy notice variants fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Ricardo
Hi Ricardo,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as your modernization work scales, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to decouple document logic from core code, achieving #1 mid-market ranking by Aspire. · Asset: ULTIMA1.PDF
Appreciated the connection, Ricardo.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your team isn't the bottleneck on every document update. At MHC we help insurers move that ownership to the business side without touching core code.
Guardian and Allstate are both running on it for that reason, which is part of why Aspire ranked MHC first in the mid-market space.
Worth a quick conversation to see if any of this is relevant?
Chris
Manny Becerra
Executive Vice President, Chief Innovation Officer
operations · c_level
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📋 ULTIMA1.PDF
Angle: enterprise innovation & AI strategy
Hooks: Celebrating 35+ years at Assurant and your recent reflection on the '2026 World's Most Ethical Companies' recognition., Your recent focus on leveraging generative AI and digital automation to 'transform employee and customer experiences' as highlighted in your Innovation Q&A., Assurant's strategic move to unify Operations and IT under one leader to drive faster innovation, directly impacting how you scale Global Connected Living.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the AI roadmap
Hi Manny,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Innovation Officer at Assurant, I wanted to ask about something that comes up a lot when insurers are scaling AI initiatives. Does the document production layer ever show up as a blocker when you're trying to move faster on things like claims automation or new product rollouts?<br><br>What we usually see: the AI and data work moves quickly, but policyholder-facing documents, notices, disclosures, correspondence, still run through a platform where every template change requires a developer. That gap tends to slow down the last mile of any modernization effort.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's anything relevant to what you're building at Assurant. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Manny,<br><br>One more thought on the document layer piece I mentioned.<br><br>We've helped insurers like Allstate and Intact Financial get to a place where their compliance and ops teams handle template changes directly, without waiting on a developer. The IT ticket for a document update just stops getting written.<br><br>That matters especially when something like a claims process change or a new product configuration has to reflect in policyholder notices fast. With your home warranty expansion and the claims automation work underway, the document output side of those programs is worth a look.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Manny
Hi Manny,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the AI or innovation work, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Manny, appreciated the connect. Sent you a few emails recently around the document infrastructure gap in the modernisation work, so figured I'd reach out here too.
At MHC we help insurers move template ownership off IT queues to the business side. We've done that for Allstate, Guardian, Intact, and a handful of others across the mid-market, so the pattern is pretty well worn at this point.
If any of this lands, feel free to reach out whenever.
Chris
Rachel Swieter
VP, User Experience Design & Engagement
operations · vp
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📋 UNLOCK1.PDF
Angle: Alignment of customer experience consistency with the legacy constraints of Oracle Documaker.
Hooks: Ongoing focus on 'Closing the gap to competitors' by improving digital performance and customer excellence., Extensive background in managing agent and in-house direct mail campaigns earlier in career., Current role overseeing UX Design & Engagement at Assurant, aiming for an 'effortless' customer experience across all digital platforms.
posture: peer CTA: soft type: problem_first
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Subject: Document changes and CX consistency
Hi Rachel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading UX and engagement at Assurant, I wanted to ask about something that comes up a lot in conversations with VP-level folks who own the customer experience. When your team identifies a change that needs to happen in a customer-facing document, how many steps does it take before that change actually goes out?<br><br>From what we see, the design intent is usually clear. The bottleneck tends to be the handoff to whoever manages the document platform. The business side knows what the document should say. Getting it updated is a different project entirely.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help close the gap between what your UX team specifies and what actually reaches your members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Rachel,<br><br>Following up on what I sent about the document change process at Assurant.<br><br>One thing I should have included: the pattern we see most often at large insurers is that the CX team has a clear vision for how communications should read and feel, but the document layer sits outside their control. Every change goes through a developer queue. That gap between design intent and live output is where the customer experience breaks down.<br><br>We've worked with insurers like Guardian Life, Allstate, and Intact Financial on exactly this. The approach is the same each time: the compliance or comms team takes direct ownership of the templates, and the wait disappears. With your member base across specialty protection products, housing, and auto, even a single revision cycle moving faster has a real impact on what customers actually see.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in, so the guardrails are still there.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives before committing to legacy Documaker upgrades; focusing on business-user self-service to remove IT bottlenecks.
Subject: One last thing, Rachel
Hi Rachel,<br><br>Sent you a couple of notes about the document layer at Assurant. Wanted to share one last thing before I get too persistent.<br><br>Our team has put <a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off, no problem. Happy to reconnect whenever it makes sense.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Rachel, good to have you in my network.
I sent a few emails about the document infrastructure gap in the modernisation work, so you have some context on where I'm coming from. At MHC we help insurers get template ownership off IT queues and onto the business side.
The reason I keep showing up in insurance circles is that it tends to land, Allstate, Intact, and Acuity are all running on MHC now, and the pattern is usually the same story you're probably navigating at Assurant.
Happy to reconnect here if the timing ever works.
Chris
Robert Lonergan
Executive Vice President, Chief Strategy and Transformation Officer
operations · c_level
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📋 ULTIMA1.PDF
Angle: M&A-driven operational complexity
Hooks: Leading Assurant's strategy through 50+ M&A transactions, including the integration of Resource Dealer Group into Assurant Dealer Services., Managing the transformation of AI and data analytics to evolve the client delivery model for connected cars and housing., Transition from Chief Marketing and Risk Officer to Chief Strategy and Transformation Officer (CSTO) as of early 2026.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Assurant
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategy and transformation at Assurant, I wanted to ask about something we see come up a lot at specialty insurers your size. When modernization initiatives are underway, does the document production layer tend to keep pace, or does it become one of those quiet blockers that slows everything else down?<br><br>The pattern we usually see: policy documents, endorsements, and claims correspondence are still locked inside systems that only developers can touch. Every template change is a ticket. Every regulatory update is a project. When you're also managing operational complexity across multiple lines and partner programs, that backlog adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Robert,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern across all of them is similar: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a company like Assurant, where you're running specialty products across connected devices, housing, and automotive lines, with partner programs like Compass adding more volume on top, that kind of flexibility matters. A regulatory update to a cancellation notice or a certificate of insurance shouldn't require a developer. It should happen the same day the requirement lands.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Robert
Hi Robert,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the transformation work, feel free to reach out.
Proof: Guardian and Allstate are among 25+ insurers using MHC to eliminate document-driven bottlenecks and achieve mid-market leadership. · Asset: ULTIMA1.PDF
Robert, appreciate you connecting.
Saw you're leading transformation at Assurant and thought the IT dependency piece I mentioned in those emails might land differently in this context. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are two of the 25+ carriers that have done exactly that to clear document-driven bottlenecks from their modernisation roadmap.
Given the transformation scope you're overseeing, it felt worth a direct note.
Worth a quick conversation to see if any of this is relevant?
Chris
Blake Perkna
Vice President AI Innovation & Transformation
operations · vp
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📋 UNLOCK1.PDF
Angle: AI-driven operational efficiency & legacy modernization
Hooks: Current focus on AI Innovation & Transformation at Assurant to drive operational efficiency and increase profitability, Previous experience leading $40M platform implementations and managing 1,000+ business requirements, Your team's active recruitment for a Digital Print Production Specialist with a CCM focus as of April 2026
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the AI roadmap
Hi Blake,<br><br>Chris here from MHC Automation.<br><br>Given your focus on AI innovation at Assurant, I wanted to ask about something that comes up a lot when insurers are pushing operational modernization. Does the document production layer tend to show up as a friction point in those initiatives, where the logic lives in a legacy system only developers can touch?<br><br>We see this pattern regularly. An insurer builds out a solid AI or automation strategy, and the document layer becomes the last thing that can actually keep up. Policy communications, claims correspondence, renewal notices, endorsements, all the customer-facing output that has to reflect the new logic downstream. When templates live in older composition tools, every change is a developer project. The AI investment moves fast; the document side doesn't.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help keep the document layer from becoming a bottleneck in Assurant's modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Blake,<br><br>Following up on what I sent about the document layer and AI buildout.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The pattern we see across those accounts is consistent. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck every time a regulatory change or product update needs to hit customer-facing documents.<br><br>For a team pushing 15% processing cost reductions through AI-driven claims automation, that matters. If the document output layer still requires a developer ticket for every template change, the efficiency gains on the claims side get absorbed by the friction on the communications side. Policy correspondence, claims letters, renewal notices, they all have to reflect the updated logic. And at Assurant's member base scale, slow template cycles show up in real costs.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One more thing, Blake
Hi Blake,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the AI roadmap, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to modernize legacy CCM debt; Aspire ranks us #1 for mid-market/enterprise agility. · Asset: UNLOCK1.PDF
Hey Blake, saw the connection come through and figured I'd say hi directly.
Sent you a few emails about the document infrastructure gap in the modernisation work, and I know those can get buried. At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both used us to clear out legacy CCM debt, and Aspire ranks us first for mid-market and enterprise agility if that means anything coming from an analyst.
Happy to reconnect here if the timing ever works.
Chris
Bob Loughery
Director, Claims Customer Service
operations · director
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📋 ULTIMA1.PDF
Angle: Claims customer service excellence and document-heavy claims operation scaling.
Hooks: Managed claim operations handling over 550,000 incoming calls annually while balancing high-volume paper/email transaction processing., Consistent SLA achievement (80% in 30 seconds) despite CAT volatility., Achieved 33.8% expense savings and a 75% eNPS in 2024 & 2025, highlighting operational efficiency.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Assurant
Hi Bob,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims Customer Service at Assurant, I wanted to ask about something that comes up a lot at carriers your size. When a claims document needs to change, does that still require going through IT and waiting on a developer to get it done?<br><br>At companies running document infrastructure at the scale Assurant operates, that wait is usually the friction nobody talks about. A regulatory update hits, or a new product line like your home warranty expansion rolls out, and the claims team is stuck in a queue while IT tracks down someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is dealing with. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bob,<br><br>One more thought on the document change piece I mentioned.<br><br>Allstate runs their policyholder communications on MHC. The pattern we see when carriers move over: the compliance or ops team starts managing template changes directly, and the wait for IT disappears. A regulatory notice or claims correspondence update that used to take weeks gets handled the same day.<br><br>That matters especially when you're scaling a claims operation and speed of communication is part of the customer experience. With your member base, a delay in claims correspondence isn't just a process problem, it shows up in customer satisfaction.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_risk
Subject: One last thing, Bob
Hi Bob,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale claims ops, feel free to reach out.
Proof: MHC helps carriers like Allstate and Guardian modernize communications while reducing IT dependency. · Asset: ULTIMA1.PDF
Hey Bob, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, so I won't rehash that here. At MHC we help insurers move template ownership off the developer queue and onto the business side. Allstate and Guardian have both gone through that shift and come out with a lot less friction in their claims and customer comms workflows.
If things are moving at Assurant on that front, or even if they're not yet, happy to reconnect here if the timing ever works.
Chris
Kyle Davenport
Vice President of Product Development
engineering · vp
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📋 UNLOCK1.PDF
Angle: product roadmap & strategic partnerships
Hooks: Your focus on setting the product roadmap and leading the implementation of strategic service delivery products at Assurant Digital., Experience leading technical and product discussions for strategic client partnerships and eRetail offerings., Assurant's recent legal success regarding the JALIC subsidiary, which solidifies its position in the insurance modernization space.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Assurant
Hi Kyle,<br><br>Chris here from MHC Automation.<br><br>Given your role leading product development at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When your team is pushing forward on things like the home warranty expansion or the claims automation rollout, does the document layer ever become a bottleneck? Specifically, when a product change requires updating policy contracts or program disclosures, how many people does that actually touch before it goes out?<br><br>What we see pretty often is that a business-side change ends up as an IT ticket waiting on a developer who knows the document system. At scale with a large policyholder base, that wait has real consequences for launch timelines.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is building. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's shrinking developer pool (scarcity $150K+) is becoming a strategic risk for the product roadmap you're building. Every template change for policy contracts or dividend notices shouldn't require an IT ticket and a specialized developer.
Hi Kyle,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and got to a place where their ops team handles template changes directly. The ticket never gets written.<br><br>For an insurer like Assurant with a large policyholder base and active product lines across devices, housing, and auto, the same dynamic applies. A regulatory change or a product update hits, and if your compliance or product team has to route through IT to update policy contracts or program documents, that's days or weeks on a change that should take hours.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your IT team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to another heavy legacy upgrade, consider why your document platform shouldn't be your biggest liability. It’s about enabling business-user self-service to unblock Digital Transformation (DT) and reduce the integration burden on your technical teams.
Subject: One last thing, Kyle
Hi Kyle,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your product roadmap moves forward, feel free to reach out.
Proof: We’ve helped peers like Guardian and Allstate move from weeks to days for complex document changes. For example, Allied Benefits eliminated $4/document in costs and accelerated 200+ templates. · Asset: UNLOCK1.PDF
Hey Kyle, glad we're connected.
Sent you a few notes recently about the Documaker developer scarcity piece and what that means for a product roadmap when every template change is sitting in an IT queue behind a specialized hire.
At MHC we help insurers get that template ownership onto the business side. Guardian and Allstate have both made that shift, and Allied Benefits cut $4 per document and moved through 200+ templates faster in the process.
Happy to reconnect here if the timing ever works.
Chris
Lynn Starr
AVP of Claims Operations
operations · vp
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Angle: document-heavy claims processing for connected living and property protection
Hooks: Experience overseeing claims operations at Assurant since 2014, likely managing high-volume document workflows for Global Connected Living or Housing., Focus on improving customer experience and operational efficiency, as evidenced by your history in training and quality at Guthy-Renker and AT&T., Assurant's scale and use of Oracle Documaker for complex documents like declarations, renewals, and claims correspondence.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs and IT wait times, Assurant
Hi Lynn,<br><br>Chris here from MHC Automation.<br><br>Given your role in claims operations at Assurant, I wanted to ask about something that comes up a lot with insurers running at your scale. When a policy language update or compliance change needs to go out across your claims correspondence, does that still require going through IT and waiting on a developer to touch the template?<br><br>For a lot of claims ops leaders we talk to, that bottleneck is real. A regulatory header changes, or a new disclosure needs to go on outbound claims notices, and the ticket sits in a queue for weeks. With your member base across connected devices, housing, and automotive, that kind of delay adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker template changes create an IT ticket bottleneck, making it difficult for claims operations to update policy language or compliance headers without waiting months for developer availability ($150K+ per head).
Hi Lynn,<br><br>Following up on what I sent about the IT bottleneck on claims document changes.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after modernizing how those templates get managed and removing the manual friction that was built into their old setup.<br><br>The big shift for them was getting the business side handling template updates directly, with controls in place. Compliance made changes the same day instead of waiting on a developer. For a claims operation like yours, that matters especially when a regulatory change has to go out across a high volume of claims notices or correspondence on a tight timeline.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than hiring more scarce Documaker developers to manage your mega-scale volume, evaluate how a business-user controlled CCM platform eliminates the IT dependency for claims document updates.
Subject: One last thing, Lynn
Hi Lynn,<br><br>Sent you a couple of notes about document template changes at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If claims document processes become too much of a friction point, feel free to reach out whenever the timing is right.
Proof: MHC helped Allied Benefits eliminate $4 per document by modernizing their high-volume communications and removing legacy manual friction. · Asset: GUC3E41.PDF
Hey Lynn, glad to be connected.
I sent a few emails about the template change bottleneck on the Documaker side, so you have some context on where I was coming from. At MHC we help insurers get document changes off the IT queue and into the hands of the business team directly.
Allied Benefits is a good example, they cut $4 per document after moving off a legacy setup with similar manual friction built in.
Happy to reconnect here if the timing ever works.
Chris
Ryan Lumsden
Executive Vice President and President, Global Housing
other · c_level
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 UNLOCK1.PDF
Angle: strategic growth and technical modernization for the Global Housing business unit
Hooks: succession of Mike Campbell as EVP/President of Global Housing in September 2025, oversight of multifaceted housing lines including lender-placed, flood, and voluntary home insurance, focus on embedding technology to enhance policyholder experiences during previous tenure as President of Renters Solutions
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant Global Housing
Hi Ryan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Global Housing at Assurant, I wanted to ask about something that comes up a lot at specialty insurers your size. When your team needs to update policyholder-facing documents, does that still require going through a developer who knows the document system?<br><br>With your member base across home warranty and housing protection, even a small regulatory change or a new partner requirement can turn into a multi-week IT project. The business side knows exactly what the document should say, but the people who can actually change it are in a queue with ten other priorities.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see how we can help your team move faster on document changes without adding to the IT workload. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ryan,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both came to us with a similar situation: document template changes were sitting in an IT backlog for weeks because the only people who could touch them were developers trained on legacy composition systems. After moving to MHC NorthStar CCM, their compliance and ops teams started handling template updates directly, and the wait disappeared.<br><br>That matters especially at your scale. When a new home warranty partner comes on board or a state changes its notice requirements, the document layer has to move with it. Cancellation notices, renewal documents, coverage summaries, those can't sit in a queue for three weeks while a developer gets to them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_architecture_block
Subject: One last thing, Ryan
Hi Ryan,<br><br>Sent you a couple of notes about the document infrastructure piece at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Global Housing keeps growing, feel free to reach out.
Proof: Northstar empowers insurance leaders like Guardian and Allstate to automate complex document operations, reducing cycle times from weeks to days while eliminating dependence on rare Documaker developers. · Asset: UNLOCK1.PDF
Hey Ryan, appreciate you connecting.
I sent a few emails over the past couple of weeks about the IT dependency piece, specifically getting template changes off the developer queue. Didn't want to let the connection sit without saying something directly.
At MHC we help insurers move document template ownership to the business side, away from scarce technical resources. Guardian and Allstate both cut cycle times from weeks to days doing exactly that.
If any of this lands, feel free to reach out whenever.
Chris
Joe Surber
Chief Technology Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 8
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise technology transformation leadership
Hooks: Ongoing integration of TIC Group assets requiring unified document architecture, Strategic focus on scaling Global Connected Living digital infrastructure, Managing developer scarcity for legacy systems like Documaker amidst aggressive quality engineering hiring
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure question, Joe
Hi Joe,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Assurant, I wanted to ask about something that comes up often at insurers your size. How dependent is your document production layer on developers who specialize in the platform running it? Specifically, the kind of expertise that's hard to hire for and harder to replace.<br><br>What we typically see is a handful of people who know the system deeply, and when they're stretched or unavailable, document changes slow down across the board. Policy forms, renewal notices, claims correspondence, the works. At your member base, that bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency without a rip-and-replace project. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+ talent) and the shrinking pool of experts required to maintain legacy document logic.
Hi Joe,<br><br>Following up on what I sent about document platform developer dependency.<br><br>One pattern worth sharing: Allstate, Guardian Life, and Acuity all run their policyholder communications on MHC NorthStar CCM now. The consistent story across all of them is that the move wasn't primarily about the platform, it was about who had to be involved every time a document needed to change.<br><br>On legacy systems, a regulatory update to a declarations page or cancellation notice means an IT ticket, a developer who knows the composition logic, and a queue. When Assurant is expanding home warranty coverage through new partnerships, that document change cycle compounds quickly. New products, new states, new required language, all waiting on the same small pool of people.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your compliance and ops teams handle template updates directly, within approval workflows IT sets. The ticket never gets written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a lift-and-shift to another complex cloud vendor, decoupling document composition from IT allows business users to own the logic, freeing your developers for higher-value digital initiatives.
Subject: One last thing, Joe
Hi Joe,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as Assurant scales its technology transformation, feel free to reach out.
Proof: MHC helps top-tier insurers like Guardian and Allstate modernize their CCM stack, recognized as the #1 mid-market leader by Aspire. · Asset: ULTIMA1.PDF
Hey Joe, glad we're connected.
Sent you a few notes recently about the Documaker specialist problem, specifically the cost and availability of people who can still maintain that legacy document logic. At MHC we help insurers move template ownership off specialized developer queues and onto the business side. Guardian and Allstate have both gone through that shift with us, and it changes the staffing equation pretty significantly at the architecture level.
Worth a quick conversation to see if any of this is relevant?
Chris
Robert Lewis
SVP & CIO, Corporate Technology Group
engineering · vp
active
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 ULTIMA1.PDF
Angle: strategic technical leadership at Assurant
Hooks: long-term tenure as CIO of Corporate Technology at Assurant since 2007, leadership in digital transformation and Office 365 migration initiatives, recent M&A activity with TIC Group expanding logistics operations
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Assurant
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing corporate technology at Assurant, I wanted to ask about something that comes up a lot at insurers your size. Does updating customer-facing documents still require pulling a developer into the loop every time a change needs to happen?<br><br>At a lot of large carriers, the document layer is the quiet bottleneck. Policy comms, claims correspondence, renewal notices, coverage confirmations — every template change goes through IT because the system only a developer can touch. When you're also trying to push through AI-driven claims automation and expand into new lines like home warranty, that queue gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if we can help free up your engineering team from document maintenance cycles. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Robert,<br><br>Following up on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see at carriers like these: once business users can manage templates directly, the IT ticket queue for document changes stops growing. Compliance makes the change. It goes out. The developer never gets pulled in.<br><br>With your member base and what sounds like a busy roadmap — claims automation, new warranty lines — that matters. Policy documents, claims correspondence, renewal notices all need to move on the same timeline as the business, not the sprint cycle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to legacy upgrades
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document infrastructure at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the roadmap gets busier, feel free to reach out.
Proof: Guardian and Allstate · Asset: ULTIMA1.PDF
Appreciate you connecting, Robert. I sent a few emails about the IT dependency piece I mentioned, so I figured LinkedIn was worth a shot since we hadn't connected there yet.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate both made that shift and freed up meaningful developer capacity in the process.
Happy to reconnect here if the timing ever works.
Chris
Anna DeKruif
Director, Customer Experience
operations · director
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 UNLOCK1.PDF
Angle: document-led CX modernization
Hooks: Your recent work launching Assurant Home Warranty for CIH brands highlights the scale of CX coordination needed across real estate channels., Your past focus as CX Owner at Assurant on customer communications and VOC data directly maps to the friction caused by legacy document tools like Documaker., Managing NPS goals for a B2B2C insurer requires absolute consistency across claims correspondence and renewals—documents that are often bottlenecked by IT scarcity.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Assurant
Hi Anna,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer experience at Assurant, I wanted to ask about something we see come up a lot at specialty insurers your size. When a product change hits, or a new protection offering rolls out, how long does it take for the customer-facing documents to actually reflect that? Is it still a developer dependency, or has your team found a way around that?<br><br>With your member base across connected devices, housing, and auto, any lag between a product change and the documents customers receive is a CX problem before it's ever an ops problem. If every template update has to go through someone who knows the system, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the gap between product changes and what customers actually see. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Anna,<br><br>One more thought on the document turnaround piece I mentioned.<br><br>Guardian Life and Allstate both ran into the same pattern before moving to MHC. Business teams knew exactly what the document should say, but getting it changed meant writing a ticket and waiting on someone with platform access. The delay wasn't weeks in every case, but it was never same-day either.<br><br>After moving to MHC NorthStar CCM, the compliance and ops teams started handling template updates directly. IT stopped being the bottleneck for routine document changes. When a regulatory update hits or a new protection plan needs its own communications, the people who know what the document should say can make the change without filing a request.<br><br>For an insurer operating at Assurant's scale across device, home, and auto lines, that kind of speed matters. A product launch or a warranty expansion through a partner like Compass International moves fast. The documents should be able to keep up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Anna
Hi Anna,<br><br>Sent you a couple of notes about document turnaround at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Assurant operates at a 'mega' scale where manual template changes in Documaker create significant CX lag. Guardian and Allstate (T2) have moved to MHC to eliminate these bottlenecks. · Asset: UNLOCK1.PDF
Hey Anna, good to have you in the network.
I sent a few emails over the past few weeks about the IT dependency piece I mentioned, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that. Guardian and Allstate both made that move and cut out the bottleneck between a CX decision and the communication that reaches the customer.
Given your role at Assurant, figured LinkedIn might be a better place to continue the conversation anyway.
Worth a quick conversation to see if any of this is relevant?
Chris
Josh Zimmerman
Director Operations Technical Support
operations · director
active
primary
⏳ pending
champion
seq 15
step 2/3
📋 UNLOCK1.PDF
Angle: recent promotion and long-term tenure in Assurant operations
Hooks: your recent step up to Director of Operations Technical Support in April, seeing your 22-year track record navigating technical operations at Assurant, Chakra Danda’s focus on modernizing legacy platforms like Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Assurant
Hi Josh,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations technical support at Assurant, I wanted to ask about something we see come up a lot at insurers your size. Does updating customer-facing documents still require going through a developer who knows the system, even for straightforward changes?<br><br>At companies running older document platforms, the ops team usually has the context to make the change but no way to do it directly. Every update turns into a ticket, a queue, and a wait. With Assurant's member base and the pace you're likely operating at, that adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Josh,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example that comes to mind: Guardian Life, Allstate, Intact, and Acuity all run their policyholder communications on MHC now. The pattern across all of them was pretty consistent. The insurer moves over, the business side starts managing templates directly, and the wait for IT to action document changes disappears.<br><br>That matters most when something external forces a change fast. A regulatory update, a new state filing requirement, a product change tied to a partnership launch. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, the ops or compliance team handles it the same day, with controls in place.<br><br>Given your tenure in Assurant operations, I'd imagine you've seen that cycle play out more than once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Josh
Hi Josh,<br><br>Sent you a couple of notes about document ops at Assurant. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Josh, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the people who actually own the content. At MHC we help insurers do exactly that, and it's something Allstate and Intact have both worked through with us.
Given your role at Assurant, figured there might be some overlap with what you're dealing with on the ops side.
Worth a quick conversation to see if any of this is relevant?
Chris
MetLife
metlife.com
· insurance
· New York, US
MetLife is a global financial services leader providing insurance, annuities, employee benefits, and asset management.
We live in a time of unprecedented change. A time when economies, regulations, and social safety nets are all in flux.
Customers around the globe have told us they’re overwhelmed by the pace of change and are looking for a trusted partner to help them manage life’s twists and turns.
MetLife is com…
LinkedIn headcount: 44,161
Confirmed via current job titles (Lead Output Management Analyst) and historical HG Insights data. Roles specifically managing 'Output Management' at MetLife are historically tied to the Documaker/Xenos environment.
LLM classification: Insurance HIGH
Tier 1 score 87
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Xcelerator (Proprietary Platform)
HG Insights
Strategic Initiatives
- New Frontier: Five-year growth plan targeting double-digit EPS growth and 15-17% adjusted ROE., MetLife Investment Management (MIM) reorganization as a standalone reportable segment.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life & Annuities
Awareness: stage_2
Scale: mega — Customers 90M+
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM
Live Signals (leadership, M&A, events)
- leadership: Lynda Bloom appointed as CIO of MetLife Holdings (overseeing legacy business blocks including Metropolitan Insurance & Annuity Co)
- hiring: Active recruitment for Lead Output Management Analyst roles focusing on document composition and legacy print stream remediation.
CCM People Intelligence (from LinkedIn profiles)
3
Total CCM staff
2
Current
1
Past
True
Contacts (35)
active: 9 queued: 26
9 active · 1 🔗
Ernesto Valdes
Director of AI Portfolio
operations · director
queued
primary
– none
influencer
seq 38
step 0/3
📋 ULTIMA1.PDF
Angle: AI-led modernization of legacy LOBs
Hooks: Current focus on scaling AI across complex LOBs and build-vs-buy vendor evaluations, History of leading business transformation through automation and innovation at MetLife, CIO Lynda Bloom's mandate to modernize legacy business blo through technology leadership
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Ernesto,<br><br>Chris here from MHC Automation.<br><br>Given your role in AI portfolio at MetLife, I wanted to ask about something we see come up a lot at insurers your size. When you're pushing AI-led modernization across legacy lines of business, does the document production layer end up being one of the slower pieces to move?<br><br>The pattern we see: the AI strategy is solid, but template changes for policyholder communications still depend on a small group of developers who know the system deeply. At MetLife's volume, that bottleneck can stall the whole roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help take the developer dependency out of your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'Documaker Bottleneck': Every template change for policy contracts or premium notices depends on a shrinking pool of $150K+ developers, stalling your AI-driven document automation roadmap.
Hi Ernesto,<br><br>Following up on what I sent about the document layer piece.<br><br>We've worked with Guardian Life and Allstate, alongside 25+ other insurers, on getting their document operations off legacy systems. Some of those teams cut template turnarounds from 2.5 weeks to 2 days once the business side could make changes directly instead of waiting on IT.<br><br>The dynamic that matters for an AI roadmap: if compliance or comms still has to file a ticket every time a disclosure or policy notice needs updating, the automation layer above it is only as fast as the slowest handoff below it. At millions of policyholders, a slow document change cycle is a real cost.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to standard cloud upgrades, evaluate CCM as a business-user self-service layer that removes IT architecture lock-in and technical debt.
Subject: One last thing, Ernesto
Hi Ernesto,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your AI modernization work, feel free to reach out.
Proof: MHC helped Guardian and Allstate (among 25+ insurers) modernize legacy document operations, with some clients reducing template turnarounds from 2.5 weeks to 2 days. · Asset: ULTIMA1.PDF
Ernesto, appreciated you connecting. Sent you a few emails about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a shot too.
At MHC we help insurers move template ownership off developer queues and onto the business side. Guardian and Allstate both went through similar transitions, with some cutting template turnarounds from 2.5 weeks to 2 days.
Given your AI portfolio focus, that layer tends to matter more than it looks like it should on paper.
If any of this lands, feel free to reach out whenever.
Chris
Durga Prasad Vanamala
AVP, Chief Architect Corporate Systems
engineering · vp
active
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: recent hire & transformation leadership
Hooks: your recent move to MetLife as AVP, Chief Architect Corporate Systems in late 2025, background leading $50M+ IT portfolios and major Oracle Cloud ERP transformations, expertise in simplifying enterprise architecture and automating mundane business processes
posture: peer CTA: soft type: problem_first
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Subject: Document template bottlenecks at MetLife
Hi Durga,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Architect over corporate systems at MetLife, I wanted to ask about something we see come up a lot at insurers running at your scale. Does updating policyholder-facing documents like declarations pages, renewal notices, or claims correspondence still require a developer to touch the template every time a change comes through?<br><br>At companies with millions of policyholders, that dependency adds up fast. A regulatory change hits one state, and suddenly there's a queue of template requests that only a handful of people can execute. The business side knows what needs to change, but they can't touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that developer dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Durga,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without waiting on IT.<br><br>At MetLife's volume, with policyholder data spread across policy admin, claims, and rating systems, that kind of lag on template changes can be significant. A state regulatory update means someone has to find the right template in a system only a developer can touch. When you're sending to millions of policyholders, the wait on that ticket matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Durga
Hi Durga,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Durga, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on where we're coming from. At MHC we help insurers move template ownership off IT queues to the business side.
One thing that tends to resonate with architecture teams is the operational shift. Natera cut document change cycles from two and a half weeks down to two days after making that handoff.
Not sure if any of this is on your radar at MetLife right now, but worth a quick conversation to see if any of this is relevant?
Chris
Jess Good
Vice President & GM, Head of MetLife Resources
operations · vp
active
primary
⏳ pending
influencer
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: strategic AI transformation and operational restructuring
Hooks: Your recent interim role leading US Business AI Transformation, MetLife's current focus on 'Deliver Impact Over Activity' to ensure resources are directed to best use, Managing complex defined contribution plan communications for public/non-profit sectors at MLR
posture: peer CTA: soft type: problem_first
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Subject: Document ops at MetLife's scale
Hi Jess,<br><br>Chris here from MHC Automation.<br><br>Given your role leading MetLife Resources, I wanted to ask about something that comes up a lot at insurers your size. When policy documents, group benefit summaries, or member-facing correspondence need to be updated, does that still require going through IT and waiting on a developer who knows the system?<br><br>At the volume MetLife operates, that dependency compounds fast. A regulatory change, a product update, a state-specific disclosure requirement, and suddenly there's a queue of document changes that only a handful of people can touch. The business side knows what needs to change. They just can't make the change themselves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jess,<br><br>Following up on what I sent about document template changes at MetLife.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly. IT stops being the bottleneck, and updates that used to take weeks happen the same day.<br><br>At MetLife's scale, with millions of policyholders across group benefits, life, and retirement, that kind of speed matters. A single disclosure update touching declarations pages, renewal notices, or certificates of insurance across your book becomes a same-day task instead of a sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jess
Hi Jess,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as MetLife moves through its growth plan, feel free to reach out.
Proof: Optum (BCBS/Humana) managed 200+ templates with MHC, while Allied Benefits eliminated $4 per document. · Asset: GUC3E41.PDF
Jess, good to have you in the network.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without waiting on a ticket. At MHC we help insurers do exactly that.
Optum managed 200+ templates through MHC, and Allied Benefits cut $4 per document out of the process. Both were dealing with similar capacity constraints on the dev side.
If any of this lands, feel free to reach out whenever.
Chris
Martin Cilfone
Assistant Vice President and Chief Architect
engineering · vp
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📋 GUC3E41.PDF
Angle: Architectural strategy and vendor management oversight for MetLife LatAm.
Hooks: Current focus on strategic vendor management and technology governance within MetLife's Center of Excellence., Leadership of the IT Architecture team for LatAm from Santiago., Recent MetLife expansion through the PineBridge Investment and Mesirow acquisitions, increasing architectural complexity.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure, MetLife LatAm
Hi Martin,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing architecture and vendor management across MetLife LatAm, I wanted to ask about something that comes up constantly at insurers your size. When a regulatory change hits one of your markets, does updating the relevant policyholder documents still require routing through a developer who knows the system?<br><br>At the scale MetLife operates, that kind of dependency creates real drag. A template change that should take an afternoon turns into a ticket, a queue, and a wait, while the business team sits on the side. That pattern tends to get worse as you add markets and document variants across regions.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Martin,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team started handling template changes directly instead of waiting on IT.<br><br>For an insurer operating across multiple LatAm markets, that kind of setup matters a lot. Regulatory language requirements differ by country, and when a disclosure rule changes in one market, someone has to find the right template in a system only a developer can touch. At MetLife's volume, that wait adds up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One more thought, MetLife
Hi Martin,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex healthcare templates like EOBs and enrollment kits while reducing IT dependency. · Asset: GUC3E41.PDF
Hey Martin, good to connect.
Sent you a few emails recently about the IT dependency piece I mentioned, so I won't retread that ground here. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Optum got there with 200+ complex templates, EOBs and enrollment kits included, without the constant IT lift.
Given what architects at carriers like MetLife are usually juggling, it seemed worth a different channel.
Worth a quick conversation to see if any of this is relevant?
Chris
Henry Czupryna
Correspondence Automation Specialist
operations · manager
active
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⏳ pending
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📋 GUC3E41.PDF
Angle: Documaker segmentation and multi-channel delivery expertise
Hooks: Experience with IBM Campaign and Unica for complex segmentation and multi-channel delivery, 7-year tenure managing correspondence automation and marketing campaigns at MetLife, Expertise in B2B/B2C communications across retail, finance, and insurance sectors
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at MetLife
Hi Henry,<br><br>Chris here from MHC Automation.<br><br>Given your role in correspondence automation at MetLife, I wanted to ask about something that comes up a lot at large insurers. When a regulatory change hits or a business team needs to update a policyholder notice, does that still require a developer to touch the template before anything goes out?<br><br>At MetLife's scale, with millions of policyholders across life, health, and group benefits, that kind of bottleneck can slow down everything from renewal notices to claims correspondence. When the business side has to route every change through IT, small updates become multi-week projects.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Henry,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types with MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. The wait disappears.<br><br>At MetLife's volume, even small improvements in how fast template changes move from request to production matter. A regulatory disclosure update affecting millions of policyholders shouldn't sit in an IT queue for weeks while the business team watches the clock.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Henry
Hi Henry,<br><br>Sent you a couple of notes about document template workflows at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Henry, saw you accepted the connection so figured I'd say hello here.
I sent a few emails about the IT dependency piece, specifically getting template changes off the developer queue so your doc ops team can move without waiting on a ticket. At MHC we help insurers shift that ownership to the business side.
One company that went through it was Optum, managing 200+ templates across BCBS and Humana accounts. Separately, Natera got template turnaround from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Paul Fournier
Assistant Vice President, Client Services and Operations
operations · vp
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📋 UNLOCK1.PDF
Angle: Alignment with MetLife Holdings legacy optimization and CCM analyst hiring signals.
Hooks: Leadership role over MetLife Holdings legacy business modernization, Recent Lead Output Management Analyst hiring at MetLife, Management of global life and disability claims communications
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc templates, Paul
Hi Paul,<br><br>Chris here from MHC Automation.<br><br>Given your role in client services and operations at MetLife, I wanted to ask about something we see come up a lot at carriers your size. Does updating policyholder documents still require going through a developer every time, even for minor language or formatting changes?<br><br>At organizations with millions of policyholders, that wait adds up fast. A regulatory change comes through, a product gets updated, and someone has to log a ticket and wait on the one person who knows the system well enough to touch it. The document sits in queue while the business side waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for day-to-day document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity and IT ticket wait times for policy changes.
Hi Paul,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>We work with carriers like Guardian Life and Allstate to manage large document portfolios without routing every change through IT. The pattern we see most often: once business users can update templates directly within controls IT sets, the wait on document changes disappears. Compliance teams make updates the same day instead of waiting on a queue.<br><br>At your volume, with millions of policyholders across group benefits, life, and retirement products, that kind of speed matters. A state regulatory change, a product update, a disclosure revision. Those all hit the document layer at once, and on most legacy systems, that's a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Mitigating legacy risk by enabling business-user self-service for template updates.
Subject: One last thing, Paul
Hi Paul,<br><br>Sent you a couple of notes about document template management at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate manage complex document portfolios without developer bottlenecks. · Asset: UNLOCK1.PDF
Hey Paul, good to have you in the network.
Sent you a couple of emails about the Documaker developer scarcity piece and how long policy document changes sit in IT queues. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help carriers move template ownership to the business side so changes don't wait on a developer ticket. Guardian and Allstate both manage large document portfolios that way now without the bottleneck.
Happy to reconnect here if the timing ever works.
Chris
Rosemary Gmunder
Director, Customer Communications
operations · director
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📋 GUC3E41.PDF
Angle: document analyst recruitment & variable annuity scale
Hooks: MetLife's active recruitment for Output Management Analysts to support complex document fulfillment, recent $10B variable annuity risk transfer with Talcott Resolution increasing complex statement volume, MetLife's 2025 recognition on the Fortune 100 Best Companies to Work For list
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates at MetLife
Hi Rosemary,<br><br>Chris here from MHC Automation.<br><br>Given your role in customer communications at MetLife, I wanted to ask about something that comes up a lot at carriers your size. Does updating policyholder-facing documents still require going through a developer who knows the legacy system?<br><br>At the volume MetLife operates, even a small delay in getting a regulatory change or policy notice out the door compounds fast. When the template lives inside a system only a specialist can touch, your communications team ends up waiting on IT instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and technical debt from legacy Documaker templates are slowing the deployment of critical policy changes.
Hi Rosemary,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> was managing 200+ templates across multiple plan types. Authorization letters, approval notices, denial correspondence. Every change went through IT. They moved to MHC and put the people who actually own the content in charge of updating it. The developer queue stopped being the pace-setter.<br><br>For a carrier like MetLife running policyholder communications at the scale you do, that shift matters. Surrender letters, loan notices, renewal correspondence. When a regulatory update hits, your team shouldn't have to write a ticket and wait. MHC NorthStar CCM removes that dependency without removing the approval controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on specialized developers for every surrender or loan letter change, empower business users with self-service template management.
Subject: One last thing, Rosemary
Hi Rosemary,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Optum managed over 200 templates and eliminated high per-document costs by modernizing their legacy document infrastructure. · Asset: GUC3E41.PDF
Rosemary, good to have you in the network. Sent you a few emails about the IT dependency piece on template changes, so figured I'd try a different channel.
At MHC we help insurers move template ownership off the developer queue so the business side can make changes directly. Optum went through something similar, managing over 200 templates and cutting significant per-document costs once they modernised the underlying infrastructure.
Given you're running customer communications at MetLife, some of that probably maps. Worth a quick conversation to see if any of this is relevant?
Chris
Fred Coffin
Director - Disability Claims Operations
operations · director
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📋 ULTIMA1.PDF
Angle: MetLife's active hiring for Output Management Analysts and recent investment team acquisitions (PineBridge/Mesirow) suggest a scaling document operations infrastructure under pressure from legacy tools.
Hooks: MetLife's Q4 active hiring for Output Management Analysts, The Dec 2025 acquisition of PineBridge Investment assets, Ongoing consolidation of disability claims operations in Oriskany
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at MetLife
Hi Fred,<br><br>Chris here from MHC Automation.<br><br>Given your role running disability claims operations at MetLife, I wanted to ask about something we see come up a lot at insurers your size. Does updating claims correspondence and policyholder notices still require going through IT and waiting on a developer who knows the system?<br><br>At organizations running millions of documents a year, that dependency tends to slow everything down. A regulatory change hits, a form needs updating, and the ops team is stuck waiting on a ticket instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without the IT bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Fred,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and Allstate are among 25+ insurers that moved off legacy document platforms to MHC. The pattern is consistent: once the business side can manage templates directly, the wait on IT stops. Compliance makes the change the same day instead of opening a ticket and following up a week later.<br><br>At MetLife's volume, that matters a lot. Policyholder data sitting across multiple systems, claims platforms, policy admin, rating engines, means every document update is a coordination project. When a state regulatory change hits, someone has to track down the right template in a system only a developer can touch.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Fred
Hi Fred,<br><br>Sent you a couple of notes about the document ops piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) are among 25+ insurers that transitioned from legacy CCM to MHC for mid-market agility. · Asset: ULTIMA1.PDF
Hey Fred, appreciated the connection.
Sent you a few emails recently about the IT dependency piece, getting template changes off the developer queue so ops teams can move faster without waiting on a ticket. At MHC we help insurers shift that ownership to the business side directly. Guardian and Allstate are among 25+ carriers that made that move, mostly to get mid-market agility without the legacy platform drag.
Disability claims operations tends to have a lot of document touchpoints, so figured it was worth a note here.
Worth a quick conversation to see if any of this is relevant?
Chris
Nurzetty Rahim
Senior Director, Application Architecture
engineering · vp
active
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📋 GUC3E41.PDF
Angle: enterprise architecture alignment with MetLife's 2025 'Best Companies to Work For' recognition and recent large-scale risk transfers
Hooks: MetLife's 2025 Fortune 100 Best Companies to Work For award, Managing complex document fulfillment for $10B variable annuity risk transfers, Active hiring for Output Management Analysts to support document fulfillment scale
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infra at MetLife
Hi Nurzetty,<br><br>Chris here from MHC Automation.<br><br>Given your role in application architecture at MetLife, I wanted to ask about something that comes up a lot with enterprise teams your size. Does keeping document template changes off the developer backlog feel like an ongoing battle, or has your team found a way to hand that off to the business side?<br><br>At organizations running at MetLife's scale, the pattern we usually see is this: policyholder communications, group benefits documents, retirement notices, they all pull from multiple source systems. Every template change, even a small disclosure update, ends up as a developer ticket. With MetLife's five-year growth plan pushing for double-digit EPS expansion, that kind of friction in the document layer tends to compound fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the developer dependency in your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Nurzetty,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. IT stops being the bottleneck.<br><br>For a team operating at MetLife's volume, with policyholder data sitting across policy admin, claims, and group benefits platforms, a regulatory disclosure change or a benefits notice update has to propagate across all of them fast. When that requires a developer who knows the composition layer, it slows everything down.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in, so IT keeps oversight without owning every edit.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=compliance/508 automation and reducing IT dependency for template changes
Subject: One last thing, Nurzetty
Hi Nurzetty,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (BCBS/Humana) managed 200+ templates with MHC Northstar, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Nurzetty, appreciate you connecting.
I sent a few emails about getting document template changes off the developer queue at MetLife, given how tight the senior engineering talent market has gotten. At MHC we help insurers move template ownership to the business side so those cycles stop competing for dev time. Optum moved 200+ templates onto the platform and Natera cut change cycles from two and a half weeks to two days, without pulling engineers into it.
Worth a quick conversation to see if any of this is relevant?
Chris
Mike Carone
Vice President Application Development
engineering · vp
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📋 CCM_Buyers_Guide.pdf
Angle: strategic technical leadership in Small Business Solutions and your history modernizing dental EOBs
Hooks: Your customer centricity award for modernizing Dental EOBs, Leading the Small Business Solutions digital platform transformation, MetLife's current hiring for Output Management Analysts to support legacy systems
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at MetLife's scale
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role leading application development at MetLife, I wanted to ask about something that comes up constantly at insurers your size. With millions of policyholders across group benefits and small business, does updating customer-facing documents like EOBs, declarations pages, or benefit notices still require a developer who knows the system to touch the template?<br><br>At mega-scale carriers, that dependency tends to compound. A regulatory change hits one state, and suddenly there are dozens of template variants queued behind a small pool of developers who know the composition layer. The compliance team knows exactly what needs to change. The ticket still has to get written.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer burden on document template changes at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mike,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We recently helped Guardian Life and Allstate move their policyholder communications to a model where the business side handles template changes directly. The pattern is consistent: compliance or ops makes the update, it goes through an approval workflow, and IT stops being the bottleneck for every document change.<br><br>That matters especially at your volume. When a regulatory notice or benefit change has to go out to millions of policyholders fast, declarations pages, EOBs, premium notices, the change has to happen the same day, not at the end of a sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing on doc infrastructure
Hi Mike,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: CCM_Buyers_Guide.pdf
Appreciate you connecting, Mike. Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help insurers get document template changes off the developer queue and into business user hands. Guardian and Allstate have both made that shift, which is part of why I thought MetLife was worth a conversation.
If any of this lands, feel free to reach out whenever.
Chris
Sambasiva Sesham
Head of Technology - Dental Product Engineering & AI Platform
engineering · vp
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📋 GUC3E41.PDF
Angle: enterprise AI modernization for claims automation
Hooks: Current focus on strategic transformation of the dental servicing ecosystem and AI-driven claims automation., Direct experience with legacy modernization programs at MetLife, specifically reducing processing time by 30%., Accountable for the full lifecycle of dental digital solutions including member and provider platforms.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at MetLife scale
Hi Sambasiva,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Dental Product Engineering and AI at MetLife, I wanted to ask about something that comes up a lot at insurers your size. With millions of policyholders across your group benefits portfolio, does document template management still require a developer every time something needs to change?<br><br>At MetLife's scale, that bottleneck adds up fast. Every compliance update, every product change, every state-specific notice that has to go out to policyholders sits in a queue waiting on someone who knows the system. That wait slows down everything else your engineering team is trying to move on, including the AI modernization work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team remove that bottleneck without adding more dependencies. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sambasiva,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. IT stops being the bottleneck.<br><br>We also worked with Allied Benefits, who processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees.<br><br>At MetLife's volume, that kind of operational drag compounds quickly. When a regulatory change hits or a product update rolls out, your team shouldn't need a developer standing between the requirement and the document.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_modernization
Subject: One last thing, Sambasiva
Hi Sambasiva,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your AI roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Sambasiva, good to be connected.
Sent you a few emails about the IT dependency piece I mentioned, getting template changes off the developer queue specifically. Figured I'd try here instead.
At MHC we help insurers shift template ownership to the business side so engineering cycles go back to the roadmap. Optum moved 200+ templates to business-user control across BCBS and Humana plans, which is the kind of lift that usually frees up meaningful capacity on the dev side.
Given your engineering remit at MetLife, it might not fit, but happy to reconnect here if the timing ever works.
Chris
Michael Craig
Director, Strategic Communications
operations · director
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📋 ULTIMA1.PDF
Angle: strategic insurance communication scale
Hooks: MetLife's massive document volume across declarations and claims correspondence, The specialized Output Management Analyst hiring signal for legacy composition support, Managing the upcoming Q1 2026 financial results announcement and member impact
posture: peer CTA: soft type: problem_first
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Subject: Document changes at MetLife scale
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic communications at MetLife, I wanted to ask about something that comes up a lot at insurers your size. When a regulatory change hits or a campaign needs to go out to millions of policyholders, does updating the underlying document templates still require going through a developer?<br><br>At the volume MetLife operates, that dependency adds up fast. Declarations pages, endorsements, renewal notices, cancellation letters — any one of those can have dozens of variants across states and product lines. If the people who know what those documents should say can't make the change themselves, every update becomes an IT project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something worth exploring on the communications side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently: the insurer moves over, compliance and communications teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>At MetLife's scale, that matters. When a state regulator updates required language in a cancellation notice or renewal disclosure, that change has to reach millions of policyholders accurately and on time. If that update requires a developer who knows the composition system, you're adding days or weeks to something that should take hours.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document template management at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) | 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
Hey Michael, good to be connected.
Sent you a few notes recently about the IT dependency piece, getting template changes off the developer queue and into the hands of the people who actually own the communications. At MHC we help insurers move that ownership to the business side without a ticket in between.
Guardian and Allstate have both gone that route, along with 25 or so other carriers we work with.
If any of this lands, feel free to reach out whenever.
Chris
Bill Pappas
Executive Vice President and Head of Global Technology and Operations
operations · c_level
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Angle: strategic AI orchestration and modernization
Hooks: Directing a team of 43,000+ across 40 markets to move beyond 'shiny object syndrome' in AI., Commitment to the 'New Frontier' strategy and delivering high-tech, self-service options for 90M+ customers., Recognition as one of Fortune World's Most Admired Companies for the seventh consecutive year in 2026.
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc infrastructure, quick q
Hi Bill,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing global technology and operations at MetLife, I wanted to ask about something we see come up a lot at large insurers running complex document environments. Does updating policyholder-facing documents still require going through a developer every time a change needs to be made?<br><br>At MetLife's scale, that adds up fast. Policy documents, renewal notices, claims correspondence, endorsements across multiple product lines and geographies. When every template change sits in an IT queue, it slows down the teams who actually know what the document should say.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bill,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One thing I should have included: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. At that kind of volume, the common thread is the same: the business teams making the changes stopped waiting on developers to do it for them.<br><br>With MetLife running a five-year growth plan and reorganizing MIM as a standalone segment, the document layer tends to become more visible, not less. New product lines, new regulatory requirements, new markets. Each one creates template work. When that work sits in a developer queue, it becomes a friction point on timelines your ops and compliance teams are trying to hit.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change
Subject: One last thing, Bill
Hi Bill,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as MetLife scales, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: GUASP3.PDF
Appreciated the connection, Bill.
Sent you a few emails recently around the IT dependency piece on document template changes. At MHC we help insurers and financial services firms get that work off developer queues and into business users' hands directly. ING Poland moved roughly 600 templates that way without adding headcount on the IT side.
Given the scale MetLife operates at, I wasn't sure if that piece was already solved or still on the list somewhere.
Worth a quick conversation to see if any of this is relevant?
Chris
Stephen Mraz
VP, Head of Claims
operations · vp
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📋 GUC3E41.PDF
Angle: Stephen's focus on driving 'operational transformation' for $2B in written premium directly conflicts with MetLife's current struggle to hire Output Management Analysts for legacy composition systems.
Hooks: Current oversight of P&C claims functions supporting $2B in written premium, Active MetLife hiring for Output Management Analysts to support legacy composition, Recent appearance at the BofA Securities 2026 Financial Services Conference
posture: peer CTA: soft type: problem_first
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Subject: Claims docs and the IT bottleneck
Hi Stephen,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at MetLife, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update claims correspondence or other policyholder documents, does that still require an IT ticket and a developer who knows the composition system?<br><br>At organizations with a footprint like MetLife's, even a small wording change to a claims letter can sit in a queue for weeks. The developer who knows the system is expensive, hard to find, and usually working on five other things. That wait shows up in policyholder experience and, eventually, operational costs.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your claims ops team move faster without adding headcount or developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+) is creating a strategic bottleneck; even minor changes to claims correspondence or ID cards are currently stalled by IT developer bandwidth.
Hi Stephen,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and cut template turnaround from 2.5 weeks to 2 days.<br><br>The way they got there was by moving document ownership out of IT. Their compliance and ops teams handle template changes directly now, with approval workflows built in. When a regulatory change hits, the people who actually know what the notice should say can update it the same day instead of waiting on a developer.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With millions of policyholders and a transformation agenda tied to double-digit EPS growth, the claims correspondence layer probably cannot afford to be the slowest part of the operation. Happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: Don't let the legacy composition roadmap block your 2026 transformation goals; shift from IT-dependent templates to a business-user self-service model for declarations and billing documents.
Subject: One last thing, Stephen
Hi Stephen,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you work through the transformation roadmap, feel free to reach out.
Proof: MHC helped a Tier 1 insurer (Allied Benefits) eliminate $4/doc in processing costs while reducing template turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Stephen, appreciate you connecting.
Sent you a few emails about the Documaker developer bottleneck on claims correspondence, so you have some context on where I was coming from. At MHC we help insurers move template ownership to the business side so changes stop waiting in an IT queue.
Allied Benefits got template turnaround from 2.5 weeks down to 2 days after making the switch, which tends to matter a lot when claims correspondence is the thing backing up.
Worth a quick conversation to see if any of this is relevant?
Chris
Joel Hoffman
Global Head of Corporate Technology
engineering · vp
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Angle: enterprise IT modernization during leadership growth
Hooks: Current Global Head of Corporate Technology at MetLife with deep history in financial services IT (BoA, Citi, TIAA)., Overseeing global technology roadmap and project governance as MetLife expands its Cary technology campus., Managing the transition and technical synergies involving The New England Life Insurance and Brighthouse-related legacies.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at MetLife
Hi Joel,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing corporate technology at MetLife, I wanted to ask about something that comes up a lot at global insurers your size. With millions of policyholders across life, health, and group benefits, does updating customer-facing documents like policy notices, certificates, and renewal communications still route through a developer queue every time a change is needed?<br><br>At the scale MetLife operates, that dependency adds up fast. Every regulatory update, every product change, every brand refresh becomes an IT project. The business side knows what needs to change but can't touch the templates directly. That wait time compounds when you're managing document output across multiple lines of business and geographies.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the IT dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Joel,<br><br>Following up on what I sent about the developer dependency in document workflows.<br><br>A couple of examples worth sharing. HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business teams handle template changes directly. IT stops being the bottleneck. Changes happen the same day instead of waiting on a ticket.<br><br>That matters especially when a regulatory notice has to reach millions of policyholders fast and the update can't wait two weeks for a sprint cycle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on doc systems
Hi Joel,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) successfully modernized high-volume document environments without architecture lock-in. · Asset: CUSTOM1.PDF
Good to be connected, Joel.
Sent you a few notes over email about the IT dependency piece on document template changes. Wasn't sure if that landed in the right place given everything sitting on a global architecture team's plate.
At MHC we help insurers move template ownership to the business side so developer queues stay clear for higher-priority work. ING Poland did this across roughly 600 templates without getting locked into a new architecture dependency, which tends to be the sticking point at that scale.
Worth a quick conversation to see if any of this is relevant?
Chris
Sujay Sundaram
Vice President, Enterprise AI & Cloud Platforms
engineering · vp
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Angle: AI-DLC and Developer Experience modernization
Hooks: Your focus on evolving the SDLC into an AI-driven Development Lifecycle (AI-DLC) at MetLife, Leading the 'MetIQ' Composite AI platform to scale production-grade capabilities, Efforts to modernize core platforms and cloud adoption for customer experience as noted since joining from Humana
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI-DLC roadmap
Hi Sujay,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Enterprise AI and Cloud Platforms at MetLife, I wanted to ask about something we see come up a lot at insurers running large-scale modernization programs. Is document template management still a developer dependency on your team, or has that been handed off to the business side?<br><br>The reason I ask: at organizations your size, the document layer tends to be one of those things that stays frozen while everything around it moves forward. Platform migrations, AI-DLC initiatives, developer experience work. The doc infrastructure just sits there requiring the same tribal knowledge it always did. Every change to a policy notice or claims letter goes back into the developer queue.<br><br>With millions of policyholders and a five-year growth plan in motion, that kind of bottleneck tends to get more expensive, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your developer capacity for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sujay,<br><br>One more thought on the developer capacity piece I mentioned.<br><br>We recently worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a>, which processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees, but more relevant to your situation: their business team now manages template changes directly. IT stops being the bottleneck. Changes happen the same day.<br><br>At MetLife's volume, the math on that kind of shift is significant. Policy notices, endorsements, claims correspondence, renewal documents. If any of those still require a developer every time a disclosure changes or a product team needs an update, that is developer time not going toward your AI and cloud roadmap.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows built in so compliance and legal still have control.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Sujay
Hi Sujay,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become a friction point in your modernization work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers trust MHC to automate complex policy and claims correspondence. · Asset: ULTIMA1.PDF
Hey Sujay, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership off the developer queue and put it in business users' hands directly. Guardian and Allstate are both running on it, along with 25 or so other carriers managing policy and claims correspondence through the platform.
Given your scope across cloud and enterprise platforms at MetLife, it may or may not be relevant right now. If any of this lands, feel free to reach out whenever.
Chris
Sherry Leszczyk
Dir DE Product Mgr- Correspondence
operations · director
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📋 UNLOCK1.PDF
Angle: product management of correspondence systems during legacy modernization
Hooks: Current focus as Director of Correspondence Product Management for MetLife Holdings, Extensive background in Operational Readiness for system enhancements, Direct oversight of document operations within MetLife legacy business (MetLife Holdings)
posture: peer CTA: soft type: problem_first
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Subject: Correspondence systems at MetLife
Hi Sherry,<br><br>Chris here from MHC Automation.<br><br>Given your role managing correspondence product at MetLife, I wanted to ask about something that comes up a lot for teams your size. Does every template change still require a developer with platform-specific knowledge to touch the system before it goes out?<br><br>At mega-scale insurers, that dependency tends to become the bottleneck for the whole roadmap. Regulatory language updates, product changes, state-specific variations — anything that should take a day ends up in a queue. And with a five-year growth plan in play, that kind of friction compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help you move correspondence changes faster without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'IT ticket wait' for every template change in Documaker is likely stalling your DE product roadmap and frustrating business stakeholders.
Hi Sherry,<br><br>Following up on what I sent about the correspondence template change bottleneck.<br><br>Guardian Life and Allstate both run high-volume policyholder communications on MHC. The pattern we see consistently: once the business side can manage template changes directly, the IT ticket never gets written in the first place. Compliance makes the change, ops reviews it, it goes out. No developer in the middle.<br><br>At MetLife's volume, that matters a lot. When a state regulatory update hits, or a product change needs to reflect across dozens of policy notice variants, waiting on a developer who knows the legacy system is the difference between same-day and same-quarter.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your IT and compliance teams need.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than hiring more scarce Documaker developers to manage policy changes, shift to a business-user self-service model to eliminate the development bottleneck.
Subject: One last thing for MetLife
Hi Sherry,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, and we are ranked #1 in the mid-market by Aspire for customer communications management. · Asset: UNLOCK1.PDF
Sherry, good to be connected.
I sent a few emails about the IT ticket bottleneck on template changes, specifically the Documaker dependency piece and how it tends to slow down product roadmaps when every correspondence update has to queue through IT. Didn't want to let that thread go cold without at least saying hi here.
At MHC we help insurers move template ownership to the business side, off the developer queue. Guardian and Allstate both use us for high-volume insurance communications, and Aspire ranked us #1 in the mid-market for CCM.
If any of this lands, feel free to reach out whenever.
Chris
Christopher O'Connor
VP, Digital Experience & Technology
operations · vp
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📋 ULTIMA1.PDF
Angle: legacy modernization & developer scarcity
Hooks: MetLife's current push to modernize 600 legacy Linux apps using microservices and containers., Hiring demand for Sr. Engineers with Oracle Documaker 12.x expertise, highlighting the shrinking talent pool., Focus on improving 'Digital Experience' by removing IT bottlenecks in document-heavy workflows like policy contracts and beneficiary notices.
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at MetLife
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital experience and technology at MetLife, I wanted to ask about something that comes up a lot at large insurers. Does every document template change still require a developer who knows the underlying system to touch it before it goes out?<br><br>At MetLife's scale, that dependency gets expensive fast. Developers who know legacy document platforms are harder to find every year, and the ones you have are probably being pulled toward higher-priority work on the New Frontier roadmap. Meanwhile, policyholder communications, declarations pages, endorsements, renewal notices, and certificates still need to be updated when regulatory language changes or a product gets repriced.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Christopher,<br><br>Following up on what I sent about the developer bottleneck on document changes.<br><br>One thing I should have included: the pattern we see at insurers running older document platforms is pretty consistent. A compliance or product team needs to update language on a renewal notice or endorsement. They write up the requirement. It goes into a ticket queue. A developer who knows the system picks it up, sometimes days later. The change goes out late, or it creates a last-minute sprint before a regulatory deadline.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. The through-line in each case was the same: once the business side could handle template changes directly, the wait disappeared. IT stopped being the bottleneck on every document update, which freed up developer capacity for the work that actually moves the needle.<br><br>At MetLife's volume, with millions of policyholders across group benefits and individual life, the compounding cost of that delay adds up quickly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as MetLife's modernization roadmap moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Appreciate the connection, Christopher.
Sent you a few emails recently about the developer scarcity side of document infrastructure, specifically the cost and capacity squeeze when template changes keep routing through a $150K+ engineering resource. At MHC we help insurers move that ownership to the business side so IT can stay focused on the roadmap work that actually needs them. Allstate and Guardian have both gone that direction with us, and it's become a fairly common move across the mid-market insurers we work with.
If any of this lands, feel free to reach out whenever.
Chris
Tim McKnight
VP, Head of Customer Solutions & Strategic Operations - Retirement & Income Solutions
operations · vp
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📋 GUC3E41.PDF
Angle: strategic operations and customer experience leadership for MetLife RIS
Hooks: Your focus on blending human-centered design with business fundamentals in MetLife’s Retirement & Income Solutions, The complexity of managing growth across seven distinct product lines with unique distribution models, Your history of leading transformation programs from your time in Global Innovation through to your current operations role
posture: peer CTA: soft type: problem_first
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Subject: MetLife RIS + document ops
Hi Tim,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer solutions and strategic operations for MetLife RIS, I wanted to ask about something we see come up a lot at large insurers. When your team needs to update customer-facing documents like retirement account statements, benefit summaries, or annuity notices, does that still require going through IT and waiting on a developer to make the change?<br><br>At your volume, that wait can become a real problem. A regulatory update or a product change tied to the New Frontier growth plan hits, and the document side is suddenly the slowest thing in the room. The specialized skill set to modify those templates is a shrinking pool, and the queue only gets longer.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding headcount or IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity: IT tickets for policy change or premium notice updates take weeks because the specialized skill set is a shrinking pool.
Hi Tim,<br><br>Following up on what I sent about document template changes at MetLife RIS.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. Separately, <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, with authorization letters and enrollment notices all running through one compliant workflow.<br><br>The pattern in both cases was the same. Their compliance and ops teams started managing template changes directly, so the ticket never gets written to IT. When a regulatory change hits, the people who know what the document should say are the ones updating it, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>At MetLife RIS scale, with millions of retirement and annuity holders, the difference between a same-day update and a three-week IT queue is real money and real compliance exposure. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document tech block your RIS transformation roadmap; shifting template control to business users eliminates the $150K+ developer bottleneck.
Subject: One last thing, Tim
Hi Tim,<br><br>Sent you a couple of notes about document ops at MetLife RIS. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as RIS scales, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4/doc costs and supported Optum in managing 200+ templates for BCBS/Humana, mirroring the scale of MetLife's RIS distribution. · Asset: GUC3E41.PDF
Hey Tim, glad to be connected.
Sent you a few emails about the Documaker dependency piece, getting policy and notice updates off the specialist queue when that skill set keeps shrinking. Figured LinkedIn might be a better place to pick that up.
At MHC we help insurers move template ownership to the business side, away from IT backlogs. Optum used that to manage 200+ templates across BCBS and Humana, which is a similar distribution footprint to what RIS runs.
Worth a quick conversation to see if any of this is relevant?
Chris
Kareema Mejri
VP Global Head Customer Experience
operations · vp
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📋 CSFIN1.PDF
Angle: Customer Centricity strategy & developer scarcity
Hooks: Implementation of MetLife's global Customer Centricity Strategy, 28-year tenure driving global customer growth and persistency, Oracle Documaker's technical overhead impacting CX response times
posture: peer CTA: soft type: problem_first
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Subject: MetLife CX and document changes
Hi Kareema,<br><br>Chris here from MHC Automation.<br><br>Given your role leading global customer experience at MetLife, I wanted to ask about something that comes up a lot at insurers running at your scale. When your team identifies a change that needs to happen in a customer-facing document, how long does it actually take to get that done?<br><br>At most large insurers, the answer is weeks. The template lives in a system only a developer can touch. Your CX team flags the issue, writes the ticket, and waits. With millions of policyholders on the receiving end of those documents, that gap between what CX wants and what actually goes out creates real friction.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help close the distance between your CX roadmap and what your document layer can actually execute. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for document changes (Documaker) is stalling the customer centricity roadmap while developer pools shrink.
Hi Kareema,<br><br>Following up on what I sent about the document change bottleneck.<br><br>HSBC runs 100 to 200 trade document templates on MHC across global markets. Before that, every template change went through an IT queue. After moving to MHC NorthStar CCM, their business teams handle changes directly. The developer stops being the bottleneck, and the wait disappears.<br><br>That matters especially when a regulatory update or a CX-driven content change has to reach millions of policyholders fast. At MetLife's volume, a two-week delay between identifying a problem in a customer communication and actually fixing it isn't a small thing.<br><br>MetLife's New Frontier plan puts customer centricity front and center. That's hard to execute if the people closest to the customer experience can't update the documents those customers receive without filing an IT ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document architecture become a liability; high-cost developer scarcity shouldn't dictate CX speed.
Subject: One last thing, Kareema
Hi Kareema,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on the customer centricity side, feel free to reach out.
Proof: HSBC managed 100-200 templates across global markets using MHC to remove IT bottlenecks. · Asset: CSFIN1.PDF
Kareema, good to have you connected.
Sent you a few emails about the document infrastructure gap in the modernisation work, so I won't retread that. At MHC we help insurers move template ownership off IT queues and to the business side. HSBC used that same approach to manage 100-200 templates across global markets without routing changes through developer queues, which is a real shift when the pools are shrinking.
Given the CX roadmap you're running at MetLife, curious whether that model is even on the radar.
Happy to reconnect here if the timing ever works.
Chris
Ken Brown
Assistant Vice President, Global Customer Solutions & Operations Technology
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📋 ULTIMA1.PDF
Angle: strategic CX modernization in Pennsylvania
Hooks: your 35-year tenure at MetLife and leadership in driving differentiated customer experiences from your Northeast PA base, recent focus on integrating AI into telephony and CRM to scale for 50 million customers, active recruitment for Production Management Analysts in Clarks Summit to support legacy output workflows
posture: peer CTA: soft type: problem_first
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Subject: Document ops at MetLife
Hi Ken,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer solutions and operations technology at MetLife, I wanted to ask something that comes up a lot with insurers running at your scale. Does updating customer-facing documents still require going through a developer who knows the system, or has your team found a way to hand that off to the business side?<br><br>At MetLife's volume, that bottleneck gets expensive fast. A regulatory change hits, a disclosure needs updating, and suddenly the compliance team is waiting on IT instead of just making the change. With millions of policyholders across group benefits, life, and retirement products, the queue never really empties.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who know what the content should say. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Ken,<br><br>Following up on what I sent about the developer bottleneck in document ops.<br><br>We helped Guardian Life, Allstate, and a number of other carriers move document template ownership out of IT and into the business unit. The pattern is consistent: compliance and ops teams start making changes directly, the IT ticket never gets written, and turnaround on regulatory updates drops from weeks to same-day.<br><br>That matters especially at MetLife's scale. When a state insurance department changes a disclosure requirement, or a group benefits notice needs to reflect a plan update, that change has to propagate accurately across millions of policyholder communications. Declarations pages, endorsements, certificates of insurance, premium notices, cancellation notices. On legacy document platforms, every one of those is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Ken
Hi Ken,<br><br>Sent you a couple of notes about document ops at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate eliminate technical debt by moving document logic out of IT's hands and into the business unit. · Asset: ULTIMA1.PDF
Hey Ken, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so you probably have some context on what we do. Short version: at MHC we help insurers move template ownership off the developer queue and to the business side.
Guardian and Allstate have both used that shift to clear out document-related technical debt that had been sitting in IT for years.
Given where you sit across operations and digital transformation at MetLife, figured this might be worth a look. Worth a quick conversation to see if any of this is relevant?
Chris
Cheryl Bolton
VP, Digital Transformation Executive
operations · vp
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📋 GUC3E41.PDF
Angle: M&A-driven technical debt and developer scarcity within MetLife’s Documaker environment.
Hooks: MetLife’s recent acquisitions of PineBridge and Mesirow investment teams, High volume of complex insurance documents like SBCs, ANOCs, and ID cards, Current active hiring for Output Management Analysts to support legacy stacks
posture: peer CTA: soft type: problem_first
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Subject: Document ops at MetLife
Hi Cheryl,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at MetLife, I wanted to ask about something that comes up pretty often at insurers your size. When a regulatory or product change needs to go out across millions of policyholders, does that still require going through IT and waiting on a developer to touch the template?<br><br>At scale, that bottleneck gets expensive fast. The developers who know the system are scarce, and every document change becomes a project. When you're also working through integration work or a broader modernization roadmap, that queue tends to get longer, not shorter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move document changes faster without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck created by developer scarcity for Oracle Documaker—where every change to an EOB or SBC requires a $150K+ developer, stalling your digital roadmap.
Hi Cheryl,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 complex templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their document cycle times from 2.5 weeks to 2 days.<br><br>The common thread in both cases was the same: the compliance and ops teams started making template changes directly. IT stopped being the bottleneck. Changes happened the same day instead of waiting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place. At MetLife's volume, with millions of policyholders across group benefits and life lines, that kind of speed matters especially when a state filing or product update has to go out fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document operations be the liability that slows M&A integration; modern CCM allows business users to self-service templates without waiting for IT.
Subject: One last thing, Cheryl
Hi Cheryl,<br><br>Sent you a couple of notes about document ops at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point on the modernization roadmap, feel free to reach out.
Proof: Optum managed over 200 complex templates for BCBS and Humana, and Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Cheryl, appreciate you connecting.
I sent a few emails recently about the developer dependency piece on Documaker, where template changes for something like an EOB end up queued behind a $150K resource and slow everything else down. At MHC we help insurers move that ownership to the business side so it stops blocking the broader roadmap.
Optum ran 200+ complex templates for BCBS and Humana through that model, and Natera brought cycle times from 2.5 weeks down to 2 days.
Happy to reconnect here if the timing ever works.
Chris
Don Rizzo
VP, US Regional Application Development
engineering · vp
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📋 UNLOCK1.PDF
Angle: MetLife's legacy system management and Output Management Analyst hiring signals.
Hooks: your 28-year tenure overseeing US Business IT and application development, MetLife’s recent recruitment for Lead Output Management Analysts focused on document operations, Lynda Bloom’s role in overseeing the legacy business block and the technical debt associated with it
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc infrastructure
Hi Don,<br><br>Chris here from MHC Automation.<br><br>Given your role in application development at MetLife, I wanted to ask about something that comes up a lot with engineering leaders at insurers your size. Does updating policyholder-facing documents still require pulling a developer who knows the legacy system, or has your team found a way to get that off the IT plate?<br><br>At organizations running at MetLife's scale, that dependency tends to be quiet but expensive. A regulatory change hits, a new state filing requirement comes in, and the ticket lands in a queue owned by someone who also has five other priorities. The change gets done, but it takes weeks instead of hours.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer burden on document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Don,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We recently helped Guardian Life, Allstate, and Acuity move their policyholder communications to a model where business users handle template changes directly. The pattern is consistent across all of them: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing documents without writing a ticket, and IT stops being the bottleneck for day-to-day changes.<br><br>That matters especially at MetLife's volume. When a state filing requirement changes or a new disclosure has to go out to millions of policyholders, the wait disappears. The people who know what the document should say handle it the same day, with approval workflows built in so nothing goes out unchecked.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Don
Hi Don,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers including Guardian and Allstate modernize document operations while reducing IT dependency. · Asset: UNLOCK1.PDF
Hey Don, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your business teams can move without waiting on a ticket. At MHC we help insurers do exactly that, and Guardian and Allstate are both running that way now.
Figured LinkedIn might be a better place to have an actual conversation given the emails didn't land a response.
Worth a quick conversation to see if any of this is relevant?
Chris
Do Park
Vice President, Head of Digital Experience and Transformation
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📋 CSFIN1.PDF
Angle: MetLife's 'New Frontier' strategy and the modernization of legacy applications into microservices.
Hooks: MetLife's 2024-2026 push to modernize 600+ legacy applications into containerized microservices, The challenge of maintaining Oracle Documaker expertise amidst a shrinking developer pool ($150K+ talent), Goal of accelerating customer product releases through DevOps integration and template self-service
posture: peer CTA: soft type: problem_first
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Subject: Document layer and New Frontier
Hi Do,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital experience and transformation at MetLife, I wanted to ask about something that comes up a lot at insurers running multi-platform document environments. As you're moving applications toward microservices under New Frontier, is the document production layer keeping pace, or is it one of those things still dependent on developers every time a template needs to change?<br><br>At MetLife's scale, with millions of policyholders across life, group benefits, and retirement lines, that dependency adds up fast. Every policyholder communication, whether it's a declarations page, an endorsement, a renewal notice, or a claims letter, typically requires a developer who knows the underlying system. When modernization moves fast everywhere else but the document layer stays locked, it becomes a bottleneck on the roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency on your document workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Do,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth mentioning: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of change happened because the business side started managing templates directly, without waiting on a developer for every update.<br><br>For an insurer at MetLife's volume, that model matters. When a regulatory change hits, your compliance team shouldn't have to write a ticket and wait. The people who know what the document should say should be able to make the change the same day, with controls in place. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>Given where MetLife is headed with New Frontier and the push toward microservices, the document layer seems like a natural next conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Do
Hi Do,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the New Frontier roadmap, feel free to reach out.
Proof: T2_metric · Asset: CSFIN1.PDF
Hey Do, appreciated the connection.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you have some context on where we play. At MHC we help insurers move template ownership off IT queues to the business side. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so there's some relevant pattern matching for a shop like MetLife.
Happy to reconnect here if the timing ever works.
Chris
Adam Girard
VP - Head of HR Digital Strategy & Technology Operations
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Angle: HR digital strategy leadership and focus on mandatory regulatory training
Hooks: your focus on delivering the global technology roadmap for HR, responsibility for MetLife’s mandatory training programs to meet regulatory and risk requirements, mention of the 2024 Built In recognition for MetLife’s HR technology space
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc changes, Adam
Hi Adam,<br><br>Chris here from MHC Automation.<br><br>Given your role leading HR digital strategy and tech ops at MetLife, I wanted to ask about something that comes up a lot at large insurers. When regulatory or policy language needs to change in employee-facing documents, does that still require an IT ticket and a developer to touch the template?<br><br>At companies your size, that gap between compliance knowing what needs to change and the system actually changing it can create real drag. Especially when you're running a benefits or HR comms operation across millions of employees and plan members, and the people who know what a document should say can't update it without going through a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for change
Hi Adam,<br><br>One more thought on the document workflow piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes changes directly, without waiting on IT.<br><br>Allied Benefits is another one. They process over 1 million annual communications across 250+ templates and 80+ plan variations. They cut $4 per document in vendor fees after moving off their legacy setup.<br><br>The pattern at companies this size is usually the same: the document layer is the last thing to modernize, and it ends up slowing down everything downstream, regulatory updates, benefits changes, enrollment communications. MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls.<br><br>Given MetLife's five-year growth plan and the MIM reorganization, I'd imagine there's pressure to get more out of existing infrastructure. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Adam
Hi Adam,<br><br>Sent you a couple of notes about document workflows at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Adam, glad we're connected.
I sent a few emails about the document infrastructure gap in modernisation work, so you've got some context on what MHC does. Short version: we help insurers move template ownership to the business side so changes don't stack up in IT queues.
Optum moved 200-plus templates off their developer backlog, and Allied Benefits cut per-doc costs from four dollars to effectively zero across a million-plus communications.
Given your remit at MetLife, some of that might resonate, some might not. Happy to reconnect here if the timing ever works.
Chris
Meetali Agarwal
CDO - Corporate Functions
operations · manager
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📋 ULTIMA1.PDF
Angle: enterprise data modernization
Hooks: Your recent certification in 'AI: Business Strategies and Applications' from Berkeley Haas, MetLife's current hiring for Output Management Analysts to support legacy composition, Focus on bridging engineering and business applications within MetLife's Cary technology hub
posture: peer CTA: soft type: problem_first
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Subject: Document changes at MetLife
Hi Meetali,<br><br>Chris here from MHC Automation.<br><br>Given your role in data and analytics at MetLife, I wanted to ask about something that comes up a lot at carriers your size. When a document template needs to change, does that still require going through a developer, or has your team found a way to get the business side to handle it directly?<br><br>At organizations running at MetLife's scale, that dependency tends to compound fast. Millions of policyholder touchpoints, declarations, endorsements, renewal notices, premium correspondence, and every change sitting in a queue waiting on someone who knows the system. That creates real drag when you're trying to move quickly on a growth agenda.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on the document side of your operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Meetali,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see at carriers that size is consistent: once business users can manage templates directly, the wait for document changes disappears. Compliance makes the update. IT stops being the bottleneck. Changes happen the same day.<br><br>That matters especially when a regulatory change has to reach millions of policyholders fast, or when a product update under a growth plan like New Frontier requires new document variants across group benefits, life, and retirement lines all at once. On legacy platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, MetLife
Hi Meetali,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as MetLife's data modernization work moves forward, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: ULTIMA1.PDF
Meetali, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business can move without waiting on a ticket. At MHC we help insurers do exactly that, shifting document ownership to business users directly.
Guardian and Allstate both went through similar transitions, and the wins showed up pretty quickly once the IT bottleneck cleared.
Given your scope across data and digital transformation at MetLife, this might be worth a look. Worth a quick conversation to see if any of this is relevant?
Chris
Nick Nadgauda
Global Chief Information Officer
engineering · c_level
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Angle: strategic talent & platform modernization
Hooks: Recent post advocating for early-career tech talent to challenge the status quo and build smarter platforms., Upcoming PegaWorld 2026 keynote on scaling AI trust and governance at MetLife., Experience leading a $1.4B budget and 14k staff while focusing on insourcing and modern Java stacks at Citi.
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc infrastructure
Hi Nick,<br><br>Chris here from MHC Automation.<br><br>Given your role as Global CIO at MetLife, I wanted to ask about something that comes up constantly at insurers your size. Is the document production layer still dependent on a small group of developers who know the system, and is that creating a bottleneck when the business side needs to move fast?<br><br>At the scale MetLife operates, with millions of policyholders across group benefits, life, and retirement, that dependency gets expensive fast. A regulatory change, a brand update, a new disclosure requirement: each one turns into a developer project instead of a same-week change. The people who know what a document should say are waiting on the people who know how to change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for where MetLife is headed with its New Frontier modernization plan. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nick,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see at insurers their size: once business users can manage templates directly, the IT ticket queue for document changes stops growing. Compliance handles disclosure updates. Ops handles form changes. IT stops being the path for every edit.<br><br>That matters especially when a state regulatory change has to propagate across declarations pages, renewal notices, and certificates of insurance at the volume MetLife sends. On a legacy composition platform, that's a developer project. On MHC NorthStar CCM, the business team makes the change the same day, with approval workflows built in.<br><br>If this resonates with where the platform modernization conversation is going internally, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Nick
Hi Nick,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the New Frontier roadmap, feel free to reach out.
Proof: Guardian and Allstate (T2 Aggregate) · Asset: CUSTOM1.PDF
Hey Nick, appreciate you connecting.
I sent a few emails recently about the IT dependency piece, specifically around getting document changes off the developer queue. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every communication update.
Seen it work at scale with carriers like Guardian and Allstate, where that shift freed up meaningful capacity across their architecture teams.
Worth a quick conversation to see if any of this is relevant?
Chris
Peter Jones
VP, Data & Application Operations
engineering · vp
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Angle: enterprise application governance and middleware oversight
Hooks: Your oversight of Enterprise Portal & Content Mgmt Engineering and Middleware at MetLife puts you at the center of the Documaker/IT dependency cycle., MetLife's current hiring for Documaker 12.x experts highlights the growing difficulty of finding the specialized developer talent required for legacy CCM maintenance., Recognizing your responsibility for 'Application Platform Engineering' across MetLife's global footprint—where managing 600+ legacy apps via microservices is the current DT priority.
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at MetLife
Hi Peter,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing application operations at MetLife, I wanted to ask about something we see come up constantly at insurers running large document environments. When a policy or regulatory change hits, does your team still need a developer to touch the templates before anything goes out to policyholders?<br><br>At your volume, that dependency adds up fast. A rate change, a disclosure update, a new state filing requirement, and suddenly you have a queue of document change requests sitting in IT when the business side just needs the letter updated.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Peter,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both moved to a model where the business side handles template changes directly, within controls IT sets. The ticket never gets written.<br><br>For an operation at MetLife's scale, that matters when a regulatory change has to propagate across millions of policyholder communications at once. Declarations pages, endorsements, premium notices, whatever the document type, changes happen the same day instead of waiting on a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Peter
Hi Peter,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Hey Peter, appreciate the connection.
Sent you a couple of emails about the IT dependency piece on template ownership, so you have some context on what we do. At MHC we help insurers move document changes off developer queues so the business side can handle them directly.
ING Poland moved roughly 600 templates off their IT backlog doing exactly that, so the developer capacity question gets a lot smaller fast.
Given where MetLife sits with that, worth a quick conversation to see if any of this is relevant?
Chris
Nital Gandhi
VP, Enterprise Architecture
engineering · vp
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Angle: enterprise architecture alignment with modernization signals
Hooks: Your focus on the intersection of business and technology at MetLife—specifically around digital transformation and application modernization., Active Output Management Analyst hiring to support MetLife’s legacy composition needs., The upcoming Q1 2026 financial results announcement scheduled for May 6th.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Nital,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at MetLife, I wanted to ask about something that comes up a lot with insurers at your scale. Is the document production layer keeping up with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed?<br><br>At companies running older composition platforms, the pattern is usually the same. The templates are deeply customized, the logic is hard to document, and the team that built the original configuration is smaller than it used to be. Any change to a policy notice, renewal, or claims correspondence means finding someone with the right system knowledge and waiting on them.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what you're working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in and the technical debt of maintaining legacy composition tools like Oracle Documaker.
Hi Nital,<br><br>Following up on what I sent about the document platform piece.<br><br>One thing I should have mentioned: we've worked with Guardian Life and Allstate on exactly this kind of modernization. The pattern with insurers running older composition tools is usually that the move to MHC NorthStar CCM lets the compliance and ops teams handle template changes directly, without routing everything through a developer who knows the legacy system. The ticket never gets written.<br><br>At MetLife's volume, that matters across millions of policyholder documents. Declarations pages, endorsements, renewal notices, claims correspondence. When a regulatory change hits a state, or a product update needs to go out across the book, waiting on a specialist with deep platform knowledge is the slowest part of the process.<br><br>The insurers that move off those legacy platforms tend to say the same thing: it wasn't a cost decision at first. It was a staffing and speed decision. The people who know what a policyholder notice should say shouldn't have to file a ticket to change it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Developer scarcity is the real bottleneck—maintaining custom legacy logic in Documaker requires specialists that are increasingly rare and expensive ($150K+).
Subject: One last thing on CCM at MetLife
Hi Nital,<br><br>Sent you a couple of notes about the document platform piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the broader modernization work, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their document architecture, with some insurers eliminating millions in operational friction by shifting to business-user self-service. · Asset: CUSTOM1.PDF
Nital, good to have you in the network.
Sent you a few emails recently about the Oracle Documaker lock-in problem and the technical debt that comes with keeping legacy composition tools in place. At MHC we help insurers move that layer off the IT roadmap so business teams can own template changes directly. Guardian and Allstate have both gone through that transition, and some insurers have cut significant operational overhead by getting to a self-service model on the business side.
Happy to reconnect here if the timing ever works.
Chris
Lynda Bloom
CIO, MetLife Holdings
engineering · c_level
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Angle: strategic oversight of MetLife Holdings' legacy technology modernization
Hooks: your focus on overseeing the legacy business block as CIO of MetLife Holdings, MetLife's active recruitment for Lead Output Management Analysts to handle document composition, modernizing the technology stack supporting policy contracts and annual statements
posture: peer CTA: soft type: problem_first
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Subject: MetLife Holdings doc infrastructure
Hi Lynda,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO of MetLife Holdings, I wanted to ask about something that comes up a lot in legacy modernization work at carriers your size. Is the document layer one of those things that keeps surfacing as a blocker on the broader roadmap?<br><br>At your scale, with millions of policyholders across the Holdings portfolio, that usually means policy documents, renewal notices, claims correspondence, and endorsements sitting on older platforms where every template change requires a developer who knows the system deeply. That pool of people gets smaller every year, and the ones who remain aren't cheap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as part of your modernization push. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Lynda,<br><br>One more thought on the legacy document infrastructure piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see after migration is consistent: the compliance or ops team starts managing template changes directly, and IT stops being the bottleneck for every document update. The ticket never gets written.<br><br>That matters a lot when a regulatory change hits and declarations pages, renewal notices, or cancellation letters have to go out accurately across millions of policyholders fast. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: compliance/508 and the risk of relying on a shrinking pool of specialized Documaker talent
Subject: One last thing, Lynda
Hi Lynda,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.<br><br>Chris
Proof: Guardian and Allstate (T2) | 25+ insurers + Aspire #1 mid-market ranking (T3) · Asset: UNLOCK1.PDF
Lynda, appreciate you connecting. Sent you a few emails about the developer scarcity piece and the legacy document layer slowing down broader roadmap work, so good to have a direct line here.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate have both gone through that shift, and we work with 25+ carriers at this point, so the pattern is pretty consistent across the market.
Happy to reconnect here if the timing ever works.
Chris
Dmitri Redcenco
AVP, API Development and Integration
engineering · director
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Angle: strategic API-first modernization and developer scarcity
Hooks: Your focus on 'API-First Integration' as a catalyst for scalable AI at MetLife, MetLife's current initiative to modernize 600 legacy Linux applications through containerization, MetLife's active search for Oracle Documaker 12.x expertise amid developer scarcity
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your API roadmap
Hi Dmitri,<br><br>Chris here from MHC Automation.<br><br>Given your role leading API development and integration at MetLife, I wanted to ask about something that comes up a lot at insurers your size. How much developer time is your team spending maintaining document templates versus building the API and integration work that actually moves the needle?<br><br>At mega-scale carriers, the document layer tends to become a hidden tax on engineering. A regulatory change triggers a template update, that update needs a developer who knows the system, and suddenly your team is the bottleneck for something that has nothing to do with your roadmap.<br><br>With MetLife's New Frontier growth plan in motion, I'd imagine there's pressure to keep your best engineers focused on strategic work, not document maintenance cycles.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your team's capacity for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Dmitri,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The reason it worked for their architecture team is that MHC slots in via API, so the integration story fits cleanly into an API-first environment rather than fighting it.<br><br>Their developers stopped owning the day-to-day template change cycle. The business side handles updates directly, with controls in place, and IT stays focused on the integration layer.<br><br>For a carrier at MetLife's volume, with millions of policyholders across group benefits and individual lines, that kind of separation matters. Every regulatory notice, every policy document, every renewal communication that used to require an IT ticket now just gets done.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to remove IT architecture bottlenecks
Subject: One last thing, Dmitri
Hi Dmitri,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your roadmap, feel free to reach out.
Proof: HSBC eliminated developer bottlenecks for 100-200 complex SWIFT templates while maintaining enterprise-grade integration. · Asset: CUSTOM1.PDF
Dmitri, appreciate you connecting. I sent a few emails recently around the developer resource crunch on document template work and how that tends to create drag on broader modernisation goals.
At MHC we help insurers move template ownership off IT queues and to the business side. HSBC did something similar with their SWIFT template library, 100-200 complex documents, and kept full enterprise integration intact while freeing up the developer capacity.
Given your API and integration background, figured the architecture side of how that works might actually be the more interesting angle here. Worth a quick conversation to see if any of this is relevant?
Chris
Sonal Shah
Vice President, Application Development
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📋 ULTIMA1.PDF
Angle: Legacy modernization and developer scarcity in MetLife Holdings.
Hooks: Lynda Bloom's appointment as CIO of MetLife Holdings to oversee legacy business blocks, recent hiring for Lead Output Management Analysts to focus on document flows, your 18+ years of experience aligning IT and business to lower delivery costs
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc templates + dev time
Hi Sonal,<br><br>Chris here from MHC Automation.<br><br>Given your role in application development at MetLife, I wanted to ask about something we hear a lot from engineering leaders at insurers your size. Does updating policyholder-facing documents still require pulling a developer who knows the underlying system, even for routine template changes?<br><br>At carriers running complex legacy composition environments, that's usually the pattern. A compliance or ops team needs a change to a renewal notice or a claims letter. It goes into the ticket queue. A developer context-switches to figure out the template logic. The change takes days or weeks instead of hours. With MetLife's New Frontier growth targets, that kind of overhead tends to compound fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your engineering capacity for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sonal,<br><br>Following up on what I sent about developer time and document maintenance.<br><br>Guardian Life, Allstate, and Acuity are among 25+ insurers running their policyholder communications on MHC. The pattern is consistent: the carrier moves to MHC NorthStar CCM, business users handle template changes directly, and IT stops being the bottleneck for every renewal notice, endorsement, or claims letter.<br><br>For a carrier at MetLife's scale, with millions of policyholders across group benefits and individual lines, that shift matters. When a regulatory change hits, the compliance team makes the update the same day. No ticket. No developer context-switch. The controls are still in place, IT just isn't the daily change path anymore.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Sonal
Hi Sonal,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as MetLife moves through its modernization roadmap, feel free to reach out.
Proof: Guardian and Allstate are among 25+ insurers using MHC to eliminate technical debt in document composition. · Asset: ULTIMA1.PDF
Sonal, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, specifically getting document template changes off the developer queue at MetLife. At MHC we help insurers move that ownership to the business side so your dev capacity stays on higher-priority work. Guardian and Allstate are among 25+ insurers that have used that approach to clear out technical debt in document composition.
Happy to reconnect here if the timing ever works.
Chris
James Stewart
VP Strategy, Planning, and Portfolio Management
engineering · vp
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Angle: strategic technical portfolio oversight
Hooks: Current oversight of MetLife's technology strategy and portfolio management since Nov 2024, Previous long-term tenure as AVP Technology Strategy & Insights/Chief of Staff, Extensive background in global IT program management and governance across Honeywell and Motorola Solutions
posture: peer CTA: soft type: problem_first
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Subject: MetLife doc infrastructure question
Hi James,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategy and technical portfolio at MetLife, I wanted to ask about something we see come up a lot at large insurers running complex document environments. Does updating policyholder-facing documents still require going through a developer who knows the system, or has your team found a way to get the business side handling those changes directly?<br><br>At MetLife's volume, that dependency adds up fast. A regulatory change, a new product launch, a state filing requirement, and suddenly there's a queue of document updates waiting on a small pool of people who know how the templates are wired. That kind of bottleneck has a way of showing up on roadmaps as technical debt nobody has time to fix.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting what's already in production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi James,<br><br>Following up on what I sent about the developer dependency piece.<br><br>Something I should have included in my last note: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see is consistent. The insurer moves to MHC, the compliance and communications teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>At MetLife's scale, with millions of policyholders across group benefits, life, and retirement, that matters. A rate change notice, a coverage update, a state-mandated disclosure, those can't wait in a ticket queue. When the people who know what the document should say are the ones who update it, changes happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, James
Hi James,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the roadmap, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: ULTIMA1.PDF
Good to connect, James.
Sent you a few notes recently about the IT dependency piece, so I won't rehash all that here. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. A lot of the teams we work with at MetLife's scale have had the same friction, Guardian and Allstate included, and we're now working with 25 or so carriers who've made that shift.
Happy to reconnect here if the timing ever works.
Chris
Catherine Stone
Lead Systems Architect, Global Technology
operations · director
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📋 GUC3E41.PDF
Angle: Documaker automation vs. developer scarcity for Group Disability & Claims
Hooks: Experience in complex group disability insurance operations and claims solutions, CBAP and SAFe certified leader focused on business rule driven automation, Role in automating business processes with Agentic AI in Global Technology
posture: peer CTA: soft type: differentiation_led
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Subject: Document bottlenecks at MetLife
Hi Catherine,<br><br>Chris here from MHC Automation.<br><br>Given your role in Global Technology at MetLife, I wanted to ask about something that comes up a lot at carriers your size. When a compliance or ops team needs to update a policyholder document, does that still require an IT ticket and a developer who knows the system?<br><br>At mega-scale insurers, that bottleneck gets expensive fast. Declarations pages, endorsements, cancellation notices, certificates of insurance — each one tied to a platform only a handful of specialists can touch. When you're running millions of policyholder communications and a regulatory change hits, the queue doesn't care about your timeline.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+) and the bottleneck of waiting for IT tickets to update complex policy templates.
Hi Catherine,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>We worked with a large global insurer on a similar problem. Their compliance team was waiting 2.5 weeks every time a template needed updating. After moving to MHC, that dropped to 2 days. The change was simple: the people who knew what the document should say stopped waiting on IT and started making updates directly, with approval workflows built in.<br><br>For a carrier running Group Benefits and Disability at MetLife's volume, that matters. When a state regulator updates required language on a claims correspondence or a premium notice, someone has to move fast. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing 600 legacy apps via containerization shouldn't be stalled by CCM; evaluate alternatives to architecture lock-in before committing to vendor-pushed Cloud upgrades.
Subject: One last thing, Catherine
Hi Catherine,<br><br>Sent you a couple of notes about the document infrastructure piece at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helped a Leading Global Insurer (similar to Optum or Guardian) reduce template change cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Catherine, appreciated you connecting.
I sent a few emails recently about the developer dependency piece on complex policy templates, the Oracle Documaker side of things. Didn't want to let it disappear into the inbox without at least saying hello over here.
At MHC we help insurers get template changes off the IT queue and into business users' hands directly. One global insurer we work with cut their template change cycles from two and a half weeks down to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Chris
George Rano
Head of Workforce Management & Contact Center Transformation
operations · vp
active
primary
⏳ pending
influencer
seq 11
step 2/3
📋 UNLOCK1.PDF
Angle: transformation-led vendor management
Hooks: Recognition as a Tampa Bay 40 Under 40 honoree for driving operational efficiencies, Experience leading $15M+ vendor contract negotiations and service center transformation, Focus on AI implementation and business process reengineering within U.S. Service
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at MetLife's scale
Hi George,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Contact Center Transformation at MetLife, I wanted to ask about something that comes up a lot at insurers operating at your scale. When a policy change or regulatory update needs to go out to millions of policyholders, does that document change still route through a developer before it ships?<br><br>At organizations like MetLife, the document layer tends to be the last thing that modernizes. Business teams know what the communication should say, but the template lives in a system only IT can touch. So every update becomes a ticket, a queue, a wait. At your volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi George,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Guardian Life and Allstate both came to us with a similar situation. Their compliance and ops teams knew exactly what needed to change in policyholder communications, but every update required a developer who knew the legacy system. What shifted after moving to MHC NorthStar CCM was simple: the people who owned the content started making the changes directly, with approval workflows built in so IT kept oversight without being the daily bottleneck.<br><br>For an insurer at MetLife's scale, that matters especially when a regulatory update has to reach millions of policyholders fast. Declarations pages, renewal notices, cancellation letters. The kind of documents where a two-week change cycle creates real exposure.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on doc infrastructure
Hi George,<br><br>Sent you a couple of notes about document infrastructure at MetLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) transitioned from legacy dependencies to agile DocOps. · Asset: UNLOCK1.PDF
Hey George, saw you connected and figured I'd reach out here since the emails didn't spark anything.
At MHC we help insurers get template changes off the developer queue so the business side can move without waiting on IT. Guardian and Allstate both made that shift away from legacy dependencies and it changed how fast their teams could move on customer communications.
Given your transformation work at MetLife, the IT dependency piece I mentioned in those emails might actually be relevant to what you're navigating.
Worth a quick conversation to see if any of this is relevant?
Chris
Driasi
driasi.com
· insurance
· Chanhassen, US
A provider of technology-enabled third-party administrative solutions for the insurance and financial services sectors.
“The future of business processing...now.”
driasi is a leading provider of outsourced administrative solutions tailored to the insurance industry, and a preferred partner to many of North America's best-known brands. A full spectrum of services enables insurers, reinsurers, financial institutions, brokers, affinity groups and associations to…
LinkedIn headcount: 115
Corroborated by active internal role: Wali Naimi, Automation Specialist and PlanetPress Application Manager at driasi (LinkedIn interaction Dec 2024). Driasi specifically mentions system-generated customer communications and fulfillment services for insurance documents like policy certificates and l
Tier 1 score 85
Chris
⭐ PlanetPress
51_200 employees · 10_50m
Technology & Competitors
PlanetPress ⭐
MEDIUM
HG Insights
Drupal
HG Insights
PHP
HG Insights
Strategic Initiatives
- Enhancing business efficiency and innovation through a dedicated Business Transformation leadership role.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Insurance TPA (Life & Supplemental)
Awareness: stage_2
Scale: mega — policyholders 6,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: PlanetPress
All vendors: PlanetPress
False
Contacts (6)
active: 6
6 active · 1 🔗
Brian Rominski
IT Leader | Digital Transformation Advocate
operations · director
active
primary
⏳ pending
influencer
seq 12
step 2/3
📋 CCM_Buyers_Guide.pdf
Angle: PlanetPress EOL and Digital Fulfillment Modernization
Hooks: Driasi's focus on bridging technology and business success for insurance and financial services, Handling of diverse document types like policy contracts, beneficiary notices, and annual statements, Fulfillment and notification services with a goal to minimize paper-based correspondence
posture: challenger CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure question, Brian
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT and digital transformation at Driasi, I wanted to ask about something we're seeing come up constantly right now across TPAs and insurance administrators. With PlanetPress heading toward end of life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>For a lot of TPA shops, PlanetPress has been the backbone of document production for years. The EOL announcement forces the question of whether to follow the vendor's upgrade path or take the opportunity to look at the broader market before locking in.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what Driasi is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Brian,<br><br>One more thought on the platform transition piece I mentioned.<br><br>Insurance administrators running legacy composition tools tend to face the same situation when an EOL announcement hits: the vendor's own upgrade path is the path of least resistance, but it's not always the best fit. Guardian Life, Allstate, Intact Financial, and Acuity all run policyholder communications on MHC. I'll be honest, I don't have a single insurance TPA case study with a specific metric to share, but the pattern is consistent. The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a TPA handling correspondence on behalf of multiple carriers, that matters. Template changes tied to carrier requirements or state regulatory updates happen without an IT ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing on the doc side
Hi Brian,<br><br>Sent you a couple of notes about the PlanetPress EOL situation at Driasi. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the EOL timeline gets closer, feel free to reach out.
Proof: MHC NorthStar enables insurance administrators like Guardian and Allstate to eliminate legacy bottlenecks while managing 25+ complex insurance document types. · Asset: CCM_Buyers_Guide.pdf
Appreciate you connecting, Brian.
Sent you a few emails recently about the platform end-of-life question I raised, so figured LinkedIn might be a better place to pick up the thread. At MHC we help insurers move template ownership off IT queues and to the business side. Companies like Guardian and Allstate use it to manage 25-plus complex document types without the legacy bottlenecks that tend to surface when a platform sunset is on the horizon.
Happy to reconnect here if the timing ever works.
Chris
Scott Allison
Chief Information Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 9
step 2/3
📋 ULTIMA1.PDF
Angle: strategic_continuity
Hooks: Current CIO who has guided driasi technology since its inception in 1982, Oversees both software development and high-volume print production functions, driasi provides critical insurance admin services for over 65 insurance companies and 580 financial institutions
posture: peer CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform risk at Driasi
Hi Scott,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Driasi, I wanted to ask about something that's come up a lot lately with insurance TPAs. With Quadient sunsetting PlanetPress, was curious if your team has started evaluating what comes next, or if that's still in the planning stage.<br><br>For a TPA, that's not a small decision. Your document output layer is tied directly to client SLAs, policy fulfillment, certificates, and compliance notices. If the platform goes end-of-life and something breaks, it's not just an IT problem, it's a client relationship problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL risk: Your legacy CCM tech is becoming a liability due to vendor sunsetting, threatening the reliability of certificate and policy fulfillment.
Hi Scott,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>A pattern I see with insurance organizations in your position: when a legacy CCM vendor announces end-of-life, the default move is to upgrade along the same vendor's path. That's not always wrong, but it does mean inheriting the same architecture and the same constraints.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC NorthStar CCM. The consistent thing I hear from their teams is that once business users can manage template changes directly, the wait for IT involvement on every document update disappears. For a TPA managing documents across multiple client programs, that kind of flexibility matters when a client pushes a compliance change or a coverage update and needs it reflected across their certificates and notices fast.<br><br>Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to OL Connect—avoid architecture lock-in by evaluating modern self-service alternatives that empower business users.
Subject: One last thing, Scott
Hi Scott,<br><br>Sent you a couple of notes about your document platform situation at Driasi. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If CCM or document composition ever becomes a real friction point, feel free to reach out.
Proof: Insurance leaders like Guardian, Allstate, and Acuity rely on MHC for high-stakes customer communications. · Asset: ULTIMA1.PDF
Hey Scott, appreciate you connecting.
Sent you a few emails about the PlanetPress end-of-life question and what that means for policy and certificate fulfillment when the vendor support window closes. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help insurers move off legacy CCM platforms before that risk becomes an operational problem. Carriers like Guardian, Allstate, and Acuity have made that shift for their high-stakes customer communications.
If any of this lands, feel free to reach out whenever.
Chris
Cindy Lapadula
Senior Vice President, Business Transformation
operations · vp
active
primary
⏳ pending
decision_maker
seq 9
step 2/3
📋 UNLOCK1.PDF
Angle: strategic efficiency in onboarding new client blocks
Hooks: Your role leading Business Transformation initiatives to improve efficiencies and quality while overseeing the onboarding of transitioned blocks of business, driasi's extensive portfolio of communication services like payment notices, privacy notifications, and welcome kits, Your experience as executive sponsor for major portfolio transfer projects and strategic analysis to drive innovation
posture: challenger CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform risk at Driasi
Hi Cindy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Business Transformation at Driasi, I wanted to ask about something that comes up a lot at TPAs your size. Is your team starting to think through what happens to your document production environment now that PlanetPress is being sunsetted by the vendor?<br><br>For a TPA, that's not a small question. Onboarding a new client block means standing up their document templates fast, keeping them compliant, and making sure changes don't require a developer every time. If the platform underneath that workflow is heading toward end of life, it puts the whole model under pressure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help you think through the transition before it becomes urgent. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline (vendor sunset) is a major risk for a firm managing mega-scale document fulfillment.
Hi Cindy,<br><br>Following up on what I sent about the PlanetPress sunset piece.<br><br>We recently helped Guardian Life, Allstate, and Acuity manage 25+ template-heavy workflows with 508 compliance built in. The pattern I see at TPAs is the same: business users need to update client-specific document templates quickly, but the platform requires a developer to touch anything. When you're onboarding a new client block, that bottleneck costs time you don't have.<br><br>What MHC NorthStar CCM does differently is it removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the change directly, within approval workflows IT sets up.<br><br>One other thing worth mentioning: the vendor's own upgrade path, OL Connect, migrates your environment to their cloud but doesn't actually change who has to touch the templates. It's worth evaluating whether that solves the problem or just moves it.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just default to the vendor's 'Cloud upgrade' (OL Connect); evaluate if that architecture actually solves IT dependency or just migrates the bottleneck.
Subject: One last thing, Cindy
Hi Cindy,<br><br>Sent you a couple of notes about the document platform situation at Driasi. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate manage 25+ template-heavy workflows with 508 compliance. · Asset: UNLOCK1.PDF
Hey Cindy, appreciate the connection.
I sent a few emails recently about the PlanetPress end-of-life question and what that means for firms running document fulfillment at scale. Didn't want to let that sit unanswered on email alone.
At MHC we help insurers move off legacy CCM platforms before sunset timelines force the issue. Guardian and Allstate both use MHC to manage 25-plus template-heavy workflows with 508 compliance built in, which matters when volume is what it is at Driasi.
Happy to reconnect here if the timing ever works.
Chris
Fernanda Gilbert
Vice President of Operations and Chief Underwriter
operations · vp
active
primary
⏳ pending
influencer
seq 12
step 2/3
📋 UNLOCK1.PDF
Angle: vendor_sunset_operational_impact
Hooks: Current leadership of Driasi operations and underwriting for policy contracts and welcome kits, Ongoing use of PlanetPress for high-volume document types like premium notices and surrender letters, The specific EOL deadline for PlanetPress and the risk of defaulting to OL Connect for North American insurance comms
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform transition, Driasi
Hi Fernanda,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Driasi, I wanted to ask about something that's coming up a lot with TPA and BPO teams right now. With PlanetPress heading toward end of life, are you already working through what replaces it for policy and notice generation, or is that still in early planning stages?<br><br>At organizations your size running TPA operations, that kind of transition tends to land on ops leadership first. The question we hear most is whether to move to the vendor's own upgrade path or take the opportunity to evaluate something that gives the business side more direct control over document changes, without needing a developer every time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help make that transition smoother for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline creates a hard roadmap constraint for policy and notice generation.
Hi Fernanda,<br><br>One more thought on the platform transition piece I mentioned.<br><br>We recently helped a group of 25+ insurers, including Guardian Life and Allstate, move off legacy document platforms and get to a place where their ops and compliance teams handle template changes directly. The IT ticket never gets written because the change doesn't require a developer anymore.<br><br>That matters a lot in a TPA environment. When a carrier you administer for updates a notice requirement or a policy form, you need to turn that around fast. On most legacy setups, that's still a developer project. On MHC NorthStar CCM, the business side makes the change with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to OL Connect often replicates legacy bottlenecks; evaluate if self-service for underwriting teams is a better path.
Subject: One last thing, Driasi docs
Hi Fernanda,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate modernize document operations without the typical IT dependency. · Asset: UNLOCK1.PDF
Hey Fernanda, appreciated you connecting.
I sent a few emails recently about the PlanetPress end-of-life question and what that means for policy and notice generation on your side. Didn't want to just let that sit without reaching out here too.
At MHC we help insurers move template ownership off IT queues so the business side can manage changes directly. Carriers like Guardian and Allstate have gone through that same transition, and the timeline pressure piece tends to be what gets things moving.
Worth a quick conversation to see if any of this is relevant?
Chris
Karl Meyers
Manager, Strategic Partnerships
operations · manager
active
primary
🔗 connected
influencer
seq 14
step 2/3
📋 ULTIMA1.PDF
Angle: strategic_partnerships_pivot
Hooks: Your recent transition to Manager of Strategic Partnerships at driasi, 8-year tenure across account development and customer experience, Managing policy contracts and premium notices within PlanetPress's aging ecosystem
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Driasi
Hi Karl,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic partnerships at Driasi, I wanted to ask about something that keeps coming up with TPAs right now. Your document platform vendor announced they're sunsetting the product. Was curious if your team has started evaluating alternatives or if it's still in the planning stage.<br><br>For a TPA, that's not a small thing. The documents you produce on behalf of your carrier clients are the product. If the platform those run on hits end of life, you're either stuck on unsupported software or you're mid-migration during open enrollment.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you get ahead of the platform decision before it becomes urgent. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Karl,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see when insurers and TPAs make the move: business users start managing templates directly, and the wait for a developer to touch the document disappears. Changes happen the same day.<br><br>For a TPA that's producing documents on behalf of multiple carriers, that matters more than it does for a single insurer. Each carrier has its own requirements, its own compliance language, its own branding. When something changes on one account, your team needs to turn that around fast without it becoming an IT project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives
Subject: One last thing, Karl
Hi Karl,<br><br>Sent you a couple of notes about the document platform situation at Driasi. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you think through the partnership and carrier side of the business, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: ULTIMA1.PDF
Hey Karl, appreciate you connecting.
Sent you a few emails recently around the platform end-of-life question I raised. At MHC we help insurers move document template ownership off IT queues and onto the business side. Guardian and Allstate have both gone through that transition, which is part of why I reached out to Driasi given where you are in the digital transformation work.
No agenda here beyond making the connection.
If any of this lands, feel free to reach out whenever.
Chris
Nicholas Bailey
Business Transformation Project Manager
engineering · manager
active
primary
– none
decision_maker
seq 19
step 1/3
📋 UNLOCK1.PDF
Angle: PlanetPress sunset and driasi's business transformation focus
Hooks: Your role leading business transformation at driasi, Specific experience with system implementation and improving client communications, driasi’s scale handling complex insurance document types like policy contracts and surrender letters
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform sunset at Driasi
Hi Nicholas,<br><br>Chris here from MHC Automation.<br><br>Given your role in Business Transformation at Driasi, I wanted to ask about something we see come up a lot with TPAs right now. With PlanetPress heading toward end of life, has your team started evaluating what comes next, or is it still in the planning stage?<br><br>The reason I ask is that a lot of companies in your position default to the vendor's own upgrade path without looking at alternatives first. That's worth pausing on, especially if part of your transformation work is reducing IT dependency and building more flexibility into how documents get produced and updated.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you evaluate the landscape before committing to a direction. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress: All=EOL deadline (vendor sunset). E2=don't default to OL Connect, evaluate alternatives.
Hi Nicholas,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>We recently helped Guardian Life, Allstate, and Acuity move off legacy document platforms onto MHC. The pattern across all of them was similar: once business users could manage template changes directly, the wait for IT dropped out of the process entirely. Changes happen the same day instead of sitting in a queue.<br><br>That matters a lot when you're managing communications across multiple carrier relationships, which is pretty typical for a TPA. A rate change or coverage update from one carrier shouldn't require a developer to touch the template.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your IT team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to OL Connect to avoid future architecture lock-in and IT dependency.
Subject: One last thing, Nicholas
Hi Nicholas,<br><br>Sent you a couple of notes about the document platform situation at Driasi. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as you work through the transformation roadmap, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage 25+ insurers with a #1 mid-market ranking. · Asset: UNLOCK1.PDF
Hey Nicholas, appreciated you connecting.
Sent you a few emails about the PlanetPress sunset and whether Driasi was planning to default to OL Connect or actually run a proper evaluation first. At MHC we help insurers move template ownership to the business side and off developer queues, and companies like Guardian and Allstate have used that to manage communications across 25+ carriers at scale.
Given the timeline pressure on that platform decision, it seemed worth a different channel.
If any of this lands, feel free to reach out whenever.
Chris
Ohio FAIR Plan
ohiofairplan.com
· insurance
· Columbus, US
State-mandated insurer of last resort providing property coverage for Ohio residents unable to obtain private insurance.
Ohio FAIR Plan Underwriting Association is an insurance company based out of Columbus, Ohio.
LinkedIn headcount: 32
Confirmed via key contact Mark Francisco, Sr. Programmer/Systems Analyst, whose technical stack includes PlanetPress and SQL/JavaScript for document automation.
Tier 1 score 85
Chris
⭐ PlanetPress
11_50 employees · 10_50m
Technology & Competitors
JavaScript
HG Insights
jQuery
HG Insights
PlanetPress ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Providing state-wide continuing education seminars for insurance agents on FAIR Plan procedures.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: Property & Casualty
Awareness: stage_2
Scale: small — Total policies 14,408
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C), Intact Financial, MiWay, Acuity, Loomis, Safeway, SAMBA FEBA, A.M. Best.
Live Signals (leadership, M&A, events)
- leadership_change: Amy J. Casner appointed to the Board of Governors for a term ending Sept 2026.
- leadership_change: Juan Santiago appointed to the Board of Governors for a term ending Sept 2026.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
1
Current
1
Past
Primary vendor detected: PlanetPress
All vendors: PlanetPress
True
Contacts (9)
active: 5 completed: 2 queued: 2
5 active · 0 🔗
Tracy Brininger
Vice President, Claims
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and Claims leadership
Hooks: Ongoing leadership role as VP of Claims at Ohio FAIR Plan, Managing claims correspondence and documentation for high-risk property insurance, Likely navigating the PlanetPress sunset given the upcoming EOL deadline
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: PlanetPress EOL deadline (vendor sunset) forcing a risky migration or upgrade decision.
—
Reframe: Don't default to OL Connect; evaluate modern self-service alternatives that empower the claims team to edit templates without IT tickets.
Subject: —
—
Proof: Used by 25+ insurers and ranked #1 mid-market by Aspire; modernizing claims correspondence for firms like Guardian and Allstate. · Asset: ULTIMA1.PDF
—
David Culler
Vice President, Information Technology
engineering · vp
completed
primary
– none
↺ Bounced
influencer
seq 15
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset + Ohio FAIR Plan Board shifts
Hooks: Leadership transitions with Amy Casner and Juan Santiago joining the Board of Governors through 2026., Managing core insurance docs like declarations, renewals, and claims correspondence on the expiring PlanetPress platform., Small-scale agility needs for a state-mandated insurer in Columbus.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform at Ohio FAIR Plan
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Ohio FAIR Plan, I wanted to ask something that's come up a lot with teams in similar positions. With PlanetPress being sunset by Quadient, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The reason I ask is that a lot of IT leaders we talk to are at a crossroads right now. Their vendor is pushing them toward an upgrade path that locks them in again, and they're wondering if it's worth stepping back to look at the full market before committing.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team evaluate the options before the timeline forces a decision. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress: All=EOL deadline (vendor sunset).
Hi David,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern: the insurer moves to MHC, business users start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters especially when a regulatory update hits and your compliance team needs to get updated notices out fast. On most legacy systems, that's still a developer project. With MHC NorthStar CCM, the compliance team handles it directly, with approval workflows built in.<br><br>The other thing worth mentioning: a lot of the IT leaders we talk to default to their current vendor's upgrade path just because it's familiar. Sometimes that's the right call. Sometimes it's worth a 30-minute conversation first to see what else is out there.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: PlanetPress: don't default to OL Connect, evaluate alternatives.
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about your document platform situation at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate move away from legacy document bottlenecks to automated, business-user friendly workflows. · Asset: ULTIMA1.PDF
Hey David, appreciate you connecting.
Sent you a few emails about the PlanetPress sunset question, so you already have some context on what we do. At MHC we help insurers get off legacy document platforms before those deadlines force a harder decision. Guardian and Allstate have both been through that kind of migration, moving template ownership away from IT queues to the business side.
Figured LinkedIn might be a better place to have an actual conversation than email.
Happy to reconnect here if the timing ever works.
Chris
Shawn Brace
President and General Manager
engineering · c_level
active
primary
– none
decision_maker
seq 23
step 1/3
📋 UNLOCK1.PDF
Angle: strategic vendor sunset management
Hooks: Leadership continuity since 2017 as President and GM, Oversight of critical insurance documents including declarations, endorsements, and renewals, PlanetPress usage within Ohio FAIR Plan's current document operations
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform at Ohio FAIR Plan
Hi Shawn,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Ohio FAIR Plan, I wanted to ask about something that's coming up a lot with insurance organizations running older document platforms right now. With PlanetPress moving toward end of life, a lot of teams are figuring out whether to upgrade through the default vendor path or take the moment to evaluate something different. Has that conversation started internally yet?<br><br>For a statutory plan like yours, the documents going out to agents and policyholders carry real compliance weight. When the platform those documents run on is approaching a sunset, it tends to become urgent fast, and the window to evaluate alternatives before getting locked into a renewal or upgrade is shorter than most teams expect.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you get ahead of the platform timing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL deadline risk for critical insurance output.
Hi Shawn,<br><br>One more thought on the platform timing piece I mentioned.<br><br>We've helped insurers like Acuity and Guardian cut document turnaround by 90% after moving off legacy composition tools. The shift that made the difference was getting business users into the template layer directly, so the ops team makes the change without waiting on a developer who knows the system.<br><br>For a plan your size, that matters in a specific way. When a regulatory notice or agent-facing document needs to change, the window to get it right is tight. On most legacy platforms, that's still a ticket and a wait. On MHC NorthStar CCM, the compliance or ops side handles it directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the default OL Connect upgrade path to evaluate lower-TCO, self-service alternatives for business users.
Subject: One last thing, Shawn
Hi Shawn,<br><br>Sent you a couple of notes about the PlanetPress timing at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Acuity and Guardian manage thousands of templates with 90% faster turnaround. · Asset: UNLOCK1.PDF
Shawn, good to be connected. I sent a few emails recently about the PlanetPress end-of-life risk and how that tends to create real exposure for insurers managing high-volume output. At MHC we help carriers get off legacy document platforms before that window closes. Acuity and Guardian both made that move and brought template turnaround down by around 90%. Given your role at Ohio FAIR Plan, figured this might be worth at least knowing about. If any of this lands, feel free to reach out whenever.
Chris
Richard Tawney
Senior Database Administrator
engineering · manager
queued
tertiary
– none
decision_maker
seq 71
step 0/3
📋 UNLOCK1.PDF
Angle: vendor_eol_and_leadership_shift
Hooks: Current role as Senior DBA overseeing core data architecture at Ohio FAIR Plan., Recent 2025 appointments of Amy Casner and Juan Santiago to the Board, signaling a shift in strategic oversight., Explicit usage of PlanetPress for document output in an environment transitioning through system maintenance (ref: April 2026 downtime updates).
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Richard
Hi Richard,<br><br>Chris here from MHC Automation.<br><br>Given your role managing database and document infrastructure at Ohio FAIR Plan, I wanted to ask about something we're seeing come up a lot right now. With Quadient winding down active development on PlanetPress, has your team started evaluating what comes next, or is it still in the planning stage?<br><br>A lot of the teams we talk to are in a similar spot. The platform still runs, but the roadmap is gone, support is thinning out, and any template change still requires someone with deep system knowledge to touch it. That's a hard position to be in when you're producing policyholder notices and regulatory documents on a timeline you don't control.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Richard,<br><br>One more thought on the legacy platform piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric I can point to. What I can tell you is the pattern we see every time. An insurer moves off a legacy output engine, the business side starts managing templates directly, and the wait for IT to touch every document change goes away.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC now. The common thread is they were all on platforms where a developer had to be involved for any change, whether that was a regulatory update to a cancellation notice or a new endorsement format.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the change, it goes through whatever approval workflow you set up, and it goes out.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives_to_ol_connect
Subject: One last thing, Richard
Hi Richard,<br><br>Sent you a couple of notes about the document platform situation at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps over 25+ insurers like Guardian and Allstate move off legacy output engines to modern, self-service CCM, ranked #1 for the mid-market by Aspire. · Asset: UNLOCK1.PDF
Hey Richard, good to be connected.
Sent you a few emails recently about the platform end-of-life question I raised. No reply, which is fine, but figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership off IT queues so business teams can manage changes directly. Guardian and Allstate are both running on it now after similar migrations off legacy output engines.
Given your role at Ohio FAIR Plan, some of that might be relevant to what you're working through.
Worth a quick conversation to see if any of this is relevant?
Chris
Pete Dunlap
Senior Developer / Systems Analyst
engineering · manager
queued
tertiary
– none
decision_maker
seq 72
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and recent board additions Amy Casner and Juan Santiago.
Hooks: Current role managing systems for declarations, endorsements, and claims correspondence at Ohio FAIR Plan., Mention of recent leadership updates with Amy Casner and Juan Santiago joining the Board of Governors., Context of PlanetPress reaching end-of-life and the associated developer scarcity for legacy system maintenance.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform at Ohio FAIR Plan
Hi Pete,<br><br>Chris here from MHC Automation.<br><br>Given your role as a senior developer at Ohio FAIR Plan, I wanted to ask about something that's come up with a few other insurance organizations we talk to. With PlanetPress heading toward end of life, has your team started evaluating what comes next, or is that still in early planning stages?<br><br>For a shop your size, the timing matters. A lot of teams we talk to are trying to figure out whether to stay on the vendor's own upgrade path or look at alternatives before they're forced into a decision. That's a different conversation than the usual procurement cycle.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you get ahead of the platform decision rather than react to it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Pete,<br><br>Following up on what I sent about the PlanetPress timeline.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. The pattern is pretty consistent. The insurer moves off a legacy composition platform, business users start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters for a statutory plan like Ohio FAIR Plan. Your documents have to be accurate and go out on time, whether it's a declarations page, a cancellation notice, or a renewal. When a regulatory change comes through, the people who need to update the language shouldn't have to wait on a developer ticket to do it.<br><br>That's what MHC NorthStar CCM does differently: the compliance or operations side makes the change directly, with controls in place, without pulling your team into every update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives
Subject: One more thing, Pete
Hi Pete,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the EOL timeline gets closer, feel free to reach out.
Proof: MHC NorthStar helps insurance providers like Guardian and Allstate modernize document operations without the typical IT dependency. · Asset: ULTIMA1.PDF
Hey Pete, appreciate you connecting.
Sent you a few emails recently about the platform end-of-life question I raised. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both gone through that transition without the project overhead you'd expect from a platform replacement.
Given your role at Ohio FAIR Plan, I thought it might be worth a look. Worth a quick conversation to see if any of this is relevant?
Chris
Mat Allison
Director of Information Technology
engineering · director
active
primary
– none
influencer
seq 14
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and legacy tech debt
Hooks: Current role as IT Director at Ohio FAIR Plan Underwriting Association confirmed via leadership data., Reliance on PlanetPress for mission-critical insurance docs like declarations, renewals, and claims correspondence., Potential IT bottleneck for the 11-50 person team in Columbus managing complex FAIR plan policy requirements.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document platform question, Mat
Hi Mat,<br><br>Chris here from MHC Automation.<br><br>Given your role as IT Director at Ohio FAIR Plan, I wanted to ask about something that keeps coming up with insurers running PlanetPress. With the EOL timeline getting closer, is your team still figuring out the migration path, or has a decision been made?<br><br>The part that usually creates the most friction isn't the migration itself. It's realizing that the new system has the same problem as the old one: every template change still goes through IT. Policy notices, renewal letters, cancellation notices, whatever the business needs updated, someone has to file a ticket and wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see if anything here is relevant to where Ohio FAIR Plan is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL (vendor sunset) causing architecture lock-in and IT developer scarcity for template changes.
Hi Mat,<br><br>One more thought on the platform migration piece I mentioned.<br><br>The pattern we see most often: an insurer moves off a legacy composition tool, picks the path of least resistance, and ends up with a different system that still requires a developer for every template change. The IT queue doesn't shrink, it just has a new name on the tickets.<br><br>What we've helped insurers do differently is get the business side handling document changes directly, within controls IT sets. Guardian Life, Allstate, Intact Financial, and Acuity are running their policyholder communications on MHC that way now, alongside 60+ other insurance organizations. The honest version: I don't have a single-metric case study to drop here, but the pattern is consistent. The insurer moves to MHC, the compliance or ops team starts making template updates the same day they need to, and IT stops being the bottleneck for document changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoid defaulting to OL Connect; evaluate alternatives that empower business users to handle insurance document updates without IT tickets.
Subject: One last thing, Mat
Hi Mat,<br><br>Sent you a couple of notes about the PlanetPress migration and what comes after it at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point down the road, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate streamline 25+ types of insurance communications, moving from legacy bottlenecks to self-service. · Asset: ULTIMA1.PDF
Hey Mat, good to connect.
Sent you a few notes recently about the PlanetPress sunset and the architecture decisions that tend to come with it. At MHC we help insurers move template ownership off IT queues so the business side can manage changes directly. Guardian and Allstate have both gone that route, consolidating 25+ communication types and getting out from under the developer dependency.
No agenda here. Happy to reconnect here if the timing ever works.
Chris
Cindy Taylor
Executive Administrative Assistant / Business Process Analyst
operations · manager
active
primary
⏳ pending
champion
seq 18
step 2/3
📋 CCM_Buyers_Guide.pdf
Angle: vendor eol + tenure
Hooks: 42-year tenure at Ohio FAIR Plan, managing document workflows like binder declarations and inspection reports via the customer portal, PlanetPress sunset deadline approaching
posture: peer CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs at Ohio FAIR Plan
Hi Cindy,<br><br>Chris here from MHC Automation.<br><br>Given your role in business process and operations at Ohio FAIR Plan, I wanted to ask about something that keeps coming up with insurance organizations right now. With Quadient winding down PlanetPress in favor of OL Connect, are you in active evaluation mode, or is that still on the back burner?<br><br>The reason I ask is that the transition is rarely as clean as the vendor makes it sound. Teams that have lived in their current setup for years suddenly have to retrain, rebuild templates, and hope the migration path covers everything they rely on. For a FAIR Plan operation where documents have to go out accurately and on time, that kind of disruption is a real risk.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you evaluate your options before the vendor decision gets made for you. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress EOL
Hi Cindy,<br><br>Following up on what I sent about the PlanetPress transition.<br><br>One thing I should have mentioned: we work with insurers who have moved off legacy composition platforms without a long IT runway to do it. The pattern we see most often is that the business side ends up owning the migration risk while IT is already stretched on other priorities.<br><br>What tends to help is getting the compliance and ops team directly into the template management process. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your team can update policyholder documents like renewal notices, cancellation letters, and premium notices the same day a change is needed, without writing a ticket.<br><br>For a FAIR Plan that runs continuing education programs and supports agents across the state, having your document layer keep up with procedure updates matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OL Connect transition risk
Subject: One last thing, Cindy
Hi Cindy,<br><br>Sent you a couple of notes about the PlanetPress situation at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the vendor transition gets closer, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate move off legacy PlanetPress/Documaker without massive IT lift. · Asset: CCM_Buyers_Guide.pdf
Cindy, good to have you in the network.
I sent a few emails about the PlanetPress end-of-life question and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move off legacy document platforms without a heavy IT lift. Guardian and Allstate both made that transition without it becoming a multi-year infrastructure project.
Given your role across both doc ops and process work, it seemed like something worth putting on your radar before the deadline pressure builds.
Worth a quick conversation to see if any of this is relevant?
Chris
Jim McKee
Director of Underwriting
operations · director
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 ULTIMA1.PDF
Angle: vendor_sunset_leadership_alignment
Hooks: Current Director of Underwriting at Ohio FAIR Plan overseeing agent education and property underwriting., Mention PlanetPress EOL deadline specifically as a risk to document output for decs, endorsements, and renewals., Reference your tenure and role in maintaining the Plan's commitment to Ohio property owners as a reliable last-resort carrier.
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Ohio FAIR Plan doc platform
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting at Ohio FAIR Plan, I wanted to ask about something that's come up a lot with similar organizations lately. With PlanetPress reaching end-of-life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>For a lot of the carriers and specialty insurers we talk to, the answer is usually one of two things: either they're defaulting to whatever their current vendor recommends as an upgrade path, or they're realizing they should probably look around first before committing. I've seen both go well and go poorly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see if what we do would be worth considering alongside whatever else you're looking at. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Jim,<br><br>Following up on what I sent about the platform evaluation piece.<br><br>One thing I should have included: we've helped 25+ insurers move off legacy document platforms, including a number of organizations that were previously on print composition tools from that same era. The pattern we see is pretty consistent. The insurer makes the switch, the business side starts managing templates directly, and IT stops being the bottleneck for every policy notice or claims letter that needs an update.<br><br>For an organization like Ohio FAIR Plan, where you're managing state-mandated documents and agent-facing communications, that flexibility matters. When a form requirement changes, the wait disappears. The compliance or ops team handles it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about the document platform situation at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the platform decision gets closer, feel free to reach out.
Proof: MHC helps over 25+ insurers modernize document operations, specifically replacing legacy PlanetPress systems for high-volume policy and claim communications. · Asset: ULTIMA1.PDF
Hey Jim, good to be connected.
I sent a few notes over email about the platform end-of-life question I raised, so I won't rehash all of that here. At MHC we help insurers get off legacy document platforms and put template ownership back in the hands of the business. We've done that for over 25 insurers replacing PlanetPress specifically, which is why I thought Ohio FAIR Plan was worth a conversation.
If any of this lands, feel free to reach out whenever.
Chris
Kira Hertzfeld
Claims Director
operations · director
active
primary
– none
✉ khertzfeld@ohiofairplan.com
● valid
champion
seq 5
step 1/3
📋 ULTIMA1.PDF
Angle: PlanetPress EOL and claims correspondence efficiency
Hooks: Verified testimony as Claims Director in recent 2024 Ohio Dept of Insurance hearings, Management of claims correspondence including denials and settlement letters, Potential impact of PlanetPress EOL on critical claims documentation like Vandalism/Malicious Mischief notices
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs and doc platform, Kira
Hi Kira,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Ohio FAIR Plan, I wanted to ask about something that's come up a lot lately with insurers running PlanetPress. With the EOL situation, has your team started evaluating what comes next for claims correspondence and policyholder notices, or is that still in early stages?<br><br>The reason I ask is that claims directors are usually the ones who feel it most. Every denial letter, claims notice, or coverage correspondence that needs an update has to go through someone who can touch the system. When the platform is already on borrowed time, that's a real operational risk.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat about what that transition could look like for a state-level plan like yours. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Kira,<br><br>Following up on what I sent about the PlanetPress EOL piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving off their legacy system. The bigger shift was that their ops team stopped waiting on developers to make template changes. Updates that used to take days started happening the same day.<br><br>For a claims operation like yours, that matters when a regulatory notice or coverage letter has to go out accurately and fast. The people who know what the document should say are the ones making the change, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives
Subject: One last thing, Kira
Hi Kira,<br><br>Sent you a couple of notes about the PlanetPress situation at Ohio FAIR Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Kira, good to have you in the network. Sent you a few emails about the platform end-of-life question I raised and figured LinkedIn might be a better place to pick that up.
At MHC we help insurers move template ownership off IT and onto the business side. Guardian, Allstate, and Intact all run their policyholder communications on MHC, so it's ground that's been covered across a lot of insurance organisations already.
Worth a quick conversation to see if any of this is relevant?
Chris
Travelers
travelers.com
· insurance
· New York, US
American multinational insurance company specializing in commercial property and casualty, personal insurance, and bonds.
“Travelers – taking care of our customers, communities and each other. ”
Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business. We have been around for more than 170 years and have earned a reputation as one of the best property casualty insurers in the industry because we take care o…
LinkedIn headcount: 36,603
Original input confirmed Oracle Documaker via HG Insights; research corroborates Travelers (parent) as a significant Oracle user with large-scale legacy systems, though direct current public documentation for this specific legal entity's vendor is limited.
LLM classification: Insurance HIGH
Tier 1 score 84
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Anthropic (Generative AI)
HG Insights
OpenAI (AI Claim Assistant)
HG Insights
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Accelerated integration of Generative AI across underwriting, claims, and customer service operations.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mid — personal lines net written premium (Travelers NJ segment) $400M
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- M&A: Travelers (parent) completed the sale of its Canadian personal and commercial insurance business to Definity Financial for $2.4B.
- Growth: Travelers reported record annual net income of $6.288 billion for the full year 2025.
- DT Initiative: Launched AI Claim Assistant powered by OpenAI's Realtime API to modernize member interactions and claims processing.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (65)
active: 7 completed: 14 queued: 44
7 active · 1 🔗
Erik Roen
Senior Vice President & CIO: Claim
engineering · vp
active
primary
🔗 connected
decision_maker
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: AI modernization vs. legacy architecture friction
Hooks: Recognition of the recently launched AI Claim Assistant and its integration with OpenAI for auto damage claims, His advocacy for a 'loosely coupled architecture' to prevent adjusters from being overwhelmed by monolithic tools, Travelers' record $6.288B net income and the goal of scaling tech-driven claim handling processes
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer keeping up with AI at Travelers?
Hi Erik,<br><br>Chris here from MHC Automation.<br><br>I'm reaching out because we work with insurance organizations going through significant technology modernization, and I saw that Travelers has been accelerating AI adoption across claims and underwriting.<br><br>Given your role overseeing claims technology at Travelers, I was curious whether the document production layer is keeping pace with the rest of that modernization effort. Specifically, whether generating and updating claims correspondence still routes through developers who know the platform, even as the AI side of the house moves faster.<br><br>That gap comes up a lot at carriers your size. The AI initiative moves quickly. The document output layer stays locked in a system that only a few people can touch. Changes to claims letters, reservation of rights notices, coverage communications, things that need to move when claims volume spikes or regulatory language shifts, still require an IT ticket and a wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if any of this maps to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Erik,<br><br>Following up on what I sent about the document layer keeping pace with AI modernization at Travelers.<br><br>One proof point worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to MHC. The bigger win was speed. Their ops team started managing template changes directly, so the wait for a developer to touch claims-adjacent documents went away.<br><br>At carriers running millions of policyholder communications, that kind of change matters most when something moves fast. A regulatory update to a claims notice, a coverage language change, a state-mandated disclosure. On most legacy architectures, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document infrastructure
Hi Erik,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the AI build-out continues, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Erik, appreciate you connecting.
Sent you a few notes recently about the IT dependency piece on document template changes. At MHC we help insurers shift that ownership to the business side so developer queues stop being the bottleneck.
One thing that came up at Optum when they made the move, over 200 templates handed off to business users without IT involvement on every change cycle. That kind of capacity shift tends to matter when developer bandwidth is already stretched.
Happy to reconnect here if the timing ever works.
Chris
Vinod Srinivasan
Vice President, Data & Analytics Innovation for Business Insurance
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: architectural readiness for agentic AI
Hooks: Your 2025 'Three Pillars' framework for rethinking insurance architecture, Recent patent No. 11,470,158 B2 regarding asynchronous API-driven external services, Your focus on moving insurers from GenAI pilots to enterprise-scale impact via 'systemic readiness'
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
—
Kristin Shumway
AVP, Software Engineering
engineering · vp
queued
primary
– none
champion
seq 42
step 0/3
📋 GUC3E41.PDF
Angle: omnichannel architectural leadership and legacy migration context
Hooks: Recognition for bridging gaps between digital channels and call centers using event-driven architecture, Experience leading application design for travelers.com auto and home quoting, Leadership role in the current enterprise-wide legacy migration strategy led by Sandeep Surendranath
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates at Travelers
Hi Kristin,<br><br>Chris here from MHC Automation.<br><br>Given your role in software engineering at Travelers, I wanted to ask about something we run into a lot at carriers your size. Is document template maintenance still eating up developer cycles that should be going toward higher-priority work?<br><br>At mega-carrier scale, that problem compounds fast. Declarations pages, endorsements, renewal notices, policy correspondence across commercial and personal lines — every change is an IT project. When your team is also moving fast on AI integration across underwriting and claims, the document layer can quietly become the thing slowing everything else down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up engineering bandwidth from template maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kristin,<br><br>One more thought on the developer bandwidth piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting the business side involved in template management directly. IT stopped being the bottleneck for every document change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance and ops teams make changes within approval workflows IT sets up. The ticket never gets written.<br><br>At Travelers' volume, with millions of policyholders across commercial, personal, and specialty lines, that adds up fast — especially when a regulatory change hits and declarations pages or endorsements need to go out across multiple states at the same time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Kristin
Hi Kristin,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and significant provider communications effectively while Allied Benefits eliminated $4/document costs. · Asset: GUC3E41.PDF
Hey Kristin, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help insurers move template ownership to the business side so engineering teams aren't fielding document change requests. Optum runs 200+ templates that way now, without the queue overhead.
Given your role at Travelers, some of that might map to what your team deals with on the document side.
Happy to reconnect here if the timing ever works.
Chris
George Zeimbekakis
Vice President & Chief Architect, Enterprise Architecture
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: architectural modernization amidst agentic AI shifts
Hooks: long-tenured leadership at Travelers (16+ years) spanning PI and Enterprise Architecture, alignment with recent launch of Agentic AI Claim Assistant and automation roadmap, oversight of architectural simplification for 'mega' scale insurance document workflows
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker developer scarcity ($150K+ per head) creating a technical debt bottleneck that stalls modern roadmap initiatives.
—
Reframe: Evaluating architecture lock-in risks before committing to the next cloud iteration of legacy vendors; the need for business-user self-service to reduce the integration burden on IT.
Subject: —
—
Proof: MHC helps 25+ major insurers (including Guardian and Allstate) modernize from legacy Documaker/PlanetPress environments to agile document operations. · Asset: UNLOCK1.PDF
—
Gregg Ward
Senior Director - Print Production Studio
operations · director
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic print studio leadership and creative-to-mechanical workflow efficiency
Hooks: your transition from agency side (Spark44/Showtime) to Travelers to scale studio services, managing server protocols and refining workflows to increase creative productivity, balancing high-volume mechanicals for renewals and claims with studio quality
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: ULTIMA1.PDF
—
Jason Ferris
Director, Document Services
operations · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: document services leadership at Zwicker/Travelers
Hooks: Director of Document Services role focusing on multi-line insurance claims and project management, Experience managing 45-50 staff for complex insurance interactions and data-driven workflows, Background in Excess & Surplus (E&S) lines via Discover RE (Travelers subsidiary) context
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change
—
Reframe: compliance/508 automation
Subject: —
—
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
John Balutis
VP Operations - Bond & Specialty Insurance
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic_modernization_momentum
Hooks: Involvement in the $450M Bond & Specialty investment to modernize Management Liability via Salesforce and Guidewire, Focus on driving 30% operational efficiency gains through GenAI and automated workflows, Management of diverse document types across seven business segments including Bond and Specialty lines
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business_user_self_service
Subject: —
—
Proof: Guardian Insurance (T2 Metric) · Asset: UNLOCK1.PDF
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Renan Beltran
Vice President Operations, Service and Field Ops
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic execution in interaction centers
Hooks: your oversight of 300+ professionals across nationwide operations at Travelers, your focus on driving operational excellence through data insights and strategic execution, Travelers' massive scale with over $46B in annual revenue requiring highly agile document operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian and Allstate · Asset: UNLOCK1.PDF
—
Rohina Mittal
Assistant Vice President, Execution Lead, Enterprise Payments and Billing Transformation
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: enterprise billing modernization & legacy-to-cloud migration
Hooks: Leading the $250M Enterprise Payments and Billing Transformation, Implementation of Guidewire BillingCenter SaaS on AWS Cloud, Replacing decades of legacy monolithic applications with a 100% modernized platform
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Allied Benefits: eliminated $4/doc cost across 1M+ communications. · Asset: GUC3E41.PDF
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Tracey Cournoyer
Senior Vice President & CIO/COO Bond and Specialty Insurance
operations · vp
queued
primary
– none
influencer
seq 55
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital transformation and Guidewire implementation leadership
Hooks: your recent commentary on the ease of the Guidewire implementation at the Executive Symposium, pivotal role in leading the 'Strategic Platform Program' for Bond & Specialty Insurance, leadership of the EDP program and integrating Corvus Insurance tech stacks
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Travelers
Hi Tracey,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations and technology for Bond and Specialty at Travelers, I wanted to ask about something that comes up a lot at carriers your size. Does updating policyholder-facing documents like bond certificates, endorsements, or policy declarations still require going through a developer who knows the document composition system?<br><br>At carriers running older document platforms, that dependency tends to become a real constraint once you're trying to move fast on other modernization work. The AI and Guidewire investments your team is making are impressive, but the document layer often ends up being the thing that slows the rest of it down. A compliance change, a new bond form requirement, a branding update — and the ticket goes into a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer out of the way of the modernization work your team is already doing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: developer scarcity ($150K+, shrinking pool)
Hi Tracey,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern is consistent: the carrier moves to MHC, and the compliance or operations team starts managing templates directly. The wait for a developer disappears. I won't pretend I have a single case study with a headline metric to hand you, but what I can tell you is that at carriers running legacy document composition platforms, the dynamic is almost always the same. The developer pool for those systems is shrinking, and the ones who know it well cost north of $150K.<br><br>That matters more when you're trying to push through Guidewire integration work and AI-driven claims workflows at the same time. Bond forms, endorsements, cancellation notices — if those still require a specialist to touch, the modernization roadmap has a dependency it probably doesn't need.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap and compliance/508 risks
Subject: One last thing, Tracey
Hi Tracey,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the document layer ever becomes too much of a friction point for the modernization work your team is driving, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock legacy bottlenecks. · Asset: UNLOCK1.PDF
Tracey, glad you connected. Sent you a few emails about the developer scarcity piece around Documaker, so you've got the background.
At MHC we help insurers move template ownership off developer queues and onto the business side. Guardian and Allstate are both running on it for that reason, along with 25 or so other carriers who hit the same wall.
Given your scope across Bond and Specialty, figured LinkedIn might be a better place to continue the conversation than my inbox.
If any of this lands, feel free to reach out whenever.
Chris
Brian Seibert
Vice President, Personal Insurance Technology Production Operations
engineering · vp
active
primary
– none
decision_maker
seq 21
step 1/3
📋 UNLOCK1.PDF
Angle: Production stability for Personal Insurance systems
Hooks: Accountable for maximum availability of PI production systems and applications, Previous experience at The Hartford managing relationship for CCMT business lines, Leading Technology Value Stream and Production Services department at Travelers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates + Personal Insurance ops
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Personal Insurance Technology Production Operations at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When a change needs to happen on a policyholder-facing document, does that still require a developer who knows the system to touch it, or has your team found a way to get the business side involved directly?<br><br>At Travelers' volume, with millions of policyholders across personal lines, that bottleneck gets expensive fast. Declarations pages, renewal notices, endorsements, cancellation notices, premium notices. Any one of those tied to a production system that only a few people know how to modify is a risk, not just a slowdown.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document template changes off your team's plate without creating new production risk. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Brian,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. Alongside 60+ other carriers. The pattern we see is consistent. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait for a developer who knows the legacy system disappears.<br><br>At a carrier with Travelers' footprint across personal lines, that matters especially when a state regulatory change hits and declarations pages or cancellation notices have to be updated fast, across millions of policyholders, without creating a production incident.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your production team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document ops
Hi Brian,<br><br>Sent you a couple of notes about document template operations at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction for your Personal Insurance systems team, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility. · Asset: UNLOCK1.PDF
Hey Brian, appreciate the connection.
Sent you a few emails about the IT dependency piece I mentioned, figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers get template changes off the developer queue and into the hands of the business teams who actually own them. Guardian and Allstate are both running on MHC for that reason, along with a couple dozen other carriers in the same spot.
If any of this lands, feel free to reach out whenever.
Chris
Rick Heffernan
Vice President, Experiences & Marketing, Bond & Specialty Insurance
operations · vp
queued
primary
– none
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📋 ULTIMA1.PDF
Angle: strategic shift to Bond & Specialty Insurance experiences
Hooks: Current focus on elevating customer and agent experiences for Travelers’ Bond & Specialty business, Past background as a technology consultant building CMS and document management systems at Citizens Bank, Previous leadership in Personal Insurance omnichannel experiences and removing customer friction
posture: peer CTA: soft type: problem_first
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Subject: Bond & Specialty comms, Travelers
Hi Rick,<br><br>Chris here from MHC Automation.<br><br>Given your focus on Bond and Specialty Insurance experiences at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When your team needs to update customer-facing documents like policy endorsements, bond certificates, or specialty line notices, does that still require an IT ticket and a wait on a developer?<br><br>At mega-carriers, those queues can run weeks. A regulatory change comes in, a product line updates, and the people who actually know what the document should say are stuck waiting on someone who knows the system. With your volume of policyholder communications, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on document changes without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes
Hi Rick,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One pattern I see consistently across large carriers: Guardian Life, Allstate, Intact Financial, and Acuity all moved to MHC and the result is the same. Business users start managing templates directly, and the IT ticket queue for document changes stops being a roadblock. The compliance or product team makes the change the same day instead of waiting on a release cycle.<br><br>That matters especially when a regulatory update hits your Bond and Specialty lines and the notice has to go out to thousands of commercial clients fast. On most legacy platforms, that's a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: empowering business users with self-service template management
Subject: One last thing, Rick
Hi Rick,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps top-tier insurers like Guardian and Allstate manage complex communications while reducing IT reliance for 25+ insurers. · Asset: ULTIMA1.PDF
Hey Rick, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you have some context on what MHC does. Short version: we help insurers move template ownership to the business side and off IT queues. Guardian and Allstate both use MHC to manage complex communications without routing every change through a developer ticket.
Given the scope of what you're running across Bond and Specialty, the IT ticket bottleneck on template changes tends to surface in places you don't expect it.
If any of this lands, feel free to reach out whenever.
Chris
John Pagoda
Product Director National Underwriting & Product Services
operations · director
queued
primary
– none
champion
seq 41
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📋 UNLOCK1.PDF
Angle: alignment_with_legacy_modernization
Hooks: Current role leading National Underwriting & Product Services specifically overseeing core product delivery, Alignment with Sandeep Surendranath's 2026 transition lead appointment for legacy migration, Oversight of underwriting documents like declarations and endorsements during the Guidewire Billing Center migration
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting and product services at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When policy documents or underwriting notices need to change, does that still route through IT and wait on a developer to touch the template?<br><br>At mega carriers running high document volumes, that dependency gets expensive fast. A regulatory update or product change means a ticket, a queue, and a timeline that doesn't match the speed the business actually needs to move. With the AI investments Travelers is making across underwriting and claims, it stands out when the document layer still requires a specialist to update a form.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi John,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern is consistent: once business users can manage templates directly, the wait for document changes disappears. Compliance updates, product changes, regulatory notices, they stop being IT projects.<br><br>With Travelers running AI across underwriting and claims, it seems like the document layer is one of the few places where that speed advantage hasn't caught up yet. Declarations pages, endorsements, renewal notices, certificates of insurance. Those still need a developer on most legacy platforms, no matter how fast everything else moves.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, John
Hi John,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey John, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the business side. At MHC we help insurers do exactly that, so product and ops teams aren't waiting on dev resources every time a document needs updating. Acuity and Intact have both made that shift, and we're working with 25+ carriers at this point.
Worth a quick conversation to see if any of this is relevant?
Chris
Denis Perrotti
Sr. Director, Content Delivery
operations · director
active
primary
⏳ pending
influencer
seq 13
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📋 UNLOCK1.PDF
Angle: Overseeing the enterprise Center of Excellence (COE) for digital development and content delivery platforms across Travelers properties.
Hooks: 9-year tenure at Travelers leading 4 Scrum teams in a scaled Agile framework, Managing a $7M+ budget for technology implementations and upgrades for travelers.com, Experience leading content and digital strategy across complex financial services portfolios (Prudential, American Skandia)
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Travelers
Hi Denis,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing the content delivery COE at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits or a business team needs to update policyholder-facing documents, does that still run through IT and wait on a developer to touch the template?<br><br>At mega-carriers, that queue can get long fast. Declarations pages, endorsements, renewal notices, cancellation notices, all sitting behind a ticket. Even small copy changes. The document layer ends up being one of the slower parts of the stack, especially when the rest of the operation is moving quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change
Hi Denis,<br><br>Following up on what I sent about the template change bottleneck.<br><br>I want to be honest about where our proof is with insurance: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC, alongside 60+ other carriers. I don't have a single insurance case study with a headline metric to point to. What I can tell you is the pattern that shows up at every one of them.<br><br>The insurer moves to MHC NorthStar CCM, and the compliance or operations team starts managing templates directly, with approval workflows built in. The wait disappears. Changes that used to take weeks happen the same day.<br><br>For a COE that's also accelerating AI across underwriting and claims, having the document layer keep up matters. If your AI initiatives are surfacing new outputs or changing how decisions get communicated to policyholders, the template infrastructure needs to move at that speed too.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Denis
Hi Denis,<br><br>Sent you a couple of notes about document template management at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, and 25+ other insurers use MHC; ranked #1 in mid-market by Aspire. · Asset: UNLOCK1.PDF
Hey Denis, glad we could connect here after the emails.
The document infrastructure gap in the modernisation work is what I kept coming back to, and it seems relevant for where Travelers is headed. At MHC we help insurers get template changes off IT queues and into the hands of business users directly. Guardian, Allstate, and Intact are among the 25+ insurers running on it now, and Aspire ranked MHC number one in mid-market CCM last year.
If any of this lands, feel free to reach out whenever.
Chris
Steven Shaw
Chief Architect, Business Insurance
engineering · director
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Angle: enterprise architecture alignment with Travelers' AI-heavy strategic vision
Hooks: Current focus on Enterprise Architecture and Emerging Tech at Travelers since Aug 2025, Travelers reported record $10.6B operating cash flow in early 2026, signaling capital for modernization, Oracle Documaker 12.x environment context at Travelers Business Insurance
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI build-out
Hi Steven,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Architect at Travelers, I wanted to ask about something that comes up a lot at insurers running large AI initiatives. As you're accelerating GenAI across underwriting and claims, is the document production layer keeping up, or is it still dependent on developers who know the legacy composition system?<br><br>At your volume, that dependency tends to show up fast. A policy change, a regulatory update, a new product line, and suddenly someone has to find the one developer who knows how to touch those templates. That's a slow path when the rest of your stack is moving toward automation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that architectural dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Steven,<br><br>Following up on what I sent about the document layer dependency piece.<br><br>One pattern I see consistently at large insurers: the AI investments land well on the intake and decisioning side, but the output layer, the actual policyholder communications, stays stuck on a composition system only two or three people know how to modify. The ticket never gets written for low-priority template changes, and when a regulatory change hits, it becomes an emergency.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. The pattern is consistent across all of them: once business users can manage templates directly, IT stops being the bottleneck for document changes. Declarations pages, endorsements, renewal notices, cancellation notices, none of it requires a developer ticket anymore.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your architecture team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification and reducing technical debt
Subject: One last thing, Steven
Hi Steven,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the AI build-out continues, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Steven, appreciate you connecting.
Sent you a few emails recently about getting document template changes off developer queues, given how tight the senior engineering talent market has gotten. At MHC we help insurers move that template ownership to the business side so your architects aren't burning $150K+ resources on content updates. Allstate and Acuity have both gone that route, and it tends to free up meaningful capacity on the IT side pretty quickly.
If any of this lands, feel free to reach out whenever.
Chris
Bruno Sardinha
SVP & Chief Innovation Officer
operations · vp
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Angle: enterprise innovation at scale
Hooks: your May 2025 presentation at Insurance Innovators USA regarding the 'scalable model for embedded innovation' at Travelers, recent leadership at the Travelers 2023 Innovation Jam and the push for democratizing innovation across business units, your focus on top-line growth and the 'four dimensions of value creation' framework in insurance transformation
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with your AI push?
Hi Bruno,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing innovation at Travelers, I wanted to ask about something that comes up a lot at carriers your size. As you accelerate AI across underwriting and claims, is the document production layer keeping pace, or is it still a developer-dependent system that slows things down when you need to move fast?<br><br>At mega-scale, that gap gets expensive. When a regulatory change hits or a new AI-driven workflow needs a document output updated, someone has to touch a template in a system only a developer can modify. That friction doesn't go away just because the front end gets smarter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team remove that bottleneck as you build out. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Bruno,<br><br>One more thought on the document production piece I mentioned.<br><br>Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of shift happened because the people who needed to update documents could do it directly, without waiting on IT.<br><br>That matters especially at Travelers' volume. When an AI-assisted claims workflow generates a new output requirement, or a state filing changes the language on a declarations page, the change has to happen fast and at scale. On most legacy document platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Bruno
Hi Bruno,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your AI buildout scales, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Bruno, appreciate you connecting.
Sent you a few emails about the IT dependency piece on document changes, so you have some context on where we're coming from. At MHC we help insurers move template ownership to the business side and off the developer queue. Guardian, Allstate, and Intact run their policyholder communications on MHC, and they're part of a group of 60+ insurance organisations doing the same.
Worth a quick conversation to see if any of this is relevant?
Chris
Andrea Nawazelski
VP, Office of the CTO/COO, Portfolio & Demand
operations · vp
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Angle: strategic oversight of tech/ops transformation and platform roadmaps
Hooks: 16-year tenure at Travelers leading strategic planning and portfolio demand, oversight of key Tech & Ops engagements and strategic vendor relationships, past experience conducting capability assessments and sunset strategies for legacy platforms
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Travelers
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing tech and ops transformation at Travelers, I wanted to ask about something that comes up a lot at carriers your size. As you accelerate AI across underwriting and claims, is the document production layer keeping pace, or is it still sitting on a platform that requires a developer for every template change?<br><br>At mega-scale, that bottleneck gets expensive fast. Declarations pages, endorsements, renewal notices, claims correspondence, certificates of insurance, each one pulling from a different system, each change requiring someone who knows the legacy platform. When a regulatory update hits across multiple states, that's a developer project, not a compliance project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Andrea,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One proof point worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently is that once a carrier moves to MHC NorthStar CCM, the compliance team starts managing templates directly. IT stops being the bottleneck. The wait on developer time disappears.<br><br>That matters especially when a regulatory change has to propagate across millions of policyholders fast. Declarations pages, renewal notices, cancellation notices, state-specific endorsements. Those changes happen the same day, with approval workflows built in, rather than sitting in a queue behind higher-priority IT work.<br><br>For a carrier running AI transformation at the pace Travelers is, having the document layer move at that same pace seems like it matters. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: compliance/508 automation
Subject: One last thing, Andrea
Hi Andrea,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Andrea, good to have you in the network.
I sent a few emails about the document infrastructure gap in the modernisation work, so you've got the general picture. At MHC we help insurers move template ownership off IT queues to the business side. Allstate, Intact, and Acuity have done exactly that, which is part of why we're working with 25+ carriers at this point.
Given where Travelers is pushing on the roadmap, it felt worth switching channels to see if anything landed.
Worth a quick conversation to see if any of this is relevant?
Chris
Cindy Leslie
Senior Director, Marketing Communications
operations · director
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Angle: Documaker reliance for Personal Insurance (auto/home) document lifecycle.
Hooks: 22+ year tenure managing Marketing Communications for Travelers Personal Insurance., Direct oversight of document programs for Auto and Home lines, likely including decs, renewals, and ID cards., Focus on leveraging data-points for claim professional responses following natural disasters.
posture: peer CTA: soft type: problem_first
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Subject: Travelers doc templates + marketing speed
Hi Cindy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading marketing communications at Travelers, I wanted to ask about something that comes up constantly at carriers your size. Does every template change for personal lines documents like declarations pages, renewal notices, or endorsements still require an IT ticket and a wait on a developer?<br><br>At mega-scale insurers, that bottleneck gets expensive fast. A regulatory update hits one state, a brand refresh rolls out, or a campaign needs a new version of a renewal letter, and the marketing team is queued up behind every other IT priority. The people who know what the document should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The developer scarcity surrounding Oracle Documaker creates a massive bottleneck for Marketing. Every minor template update—be it a declaration page tweak or a renewal letter change—requires a deep-dive developer ticket, slowing speed-to-market for critical Personal Insurance updates.
Hi Cindy,<br><br>Following up on what I sent about the template change bottleneck.<br><br>We recently helped Guardian Life and Allstate move away from developer-heavy document systems. Both carriers now have business users managing 200+ templates independently, without routing every change through IT.<br><br>For a team like yours handling personal lines communications at Travelers' volume, that matters. When a state-specific disclosure requirement changes or a renewal notice needs to reflect a rate update, your marketing and compliance teams can make that change the same day. No ticket written, no developer pulled off something else.<br><br>That's what MHC NorthStar CCM does differently: it takes the developer out of the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to another technical 'DocOps' migration that keeps the bottleneck in IT, Travelers can empower the Marketing Communications team to own the templates directly. A business-user-led approach eliminates the $150K+ developer dependency and allows the team to react to market changes in hours, not weeks.
Subject: One last thing, Cindy
Hi Cindy,<br><br>Sent you a couple of notes about the document template bottleneck at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their communication pipelines, specifically moving away from developer-heavy legacy systems to a model where business users manage 200+ templates independently. · Asset: UNLOCK1.PDF
Cindy, appreciate the connection. I sent you a few emails recently about the Documaker bottleneck on your marketing side, where template changes keep routing back through developer tickets before anything ships.
At MHC we help insurers move that ownership to the business side. Guardian and Allstate both made that shift, getting to a point where their teams manage 200+ templates without touching a developer queue.
Not sure if the timing is right at Travelers, but if any of this lands, feel free to reach out whenever.
Chris
Christopher Lira
VP Enterprise Architecture
engineering · vp
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Angle: enterprise architecture leadership + modernisation roadmap
Hooks: Leadership of Enterprise Architecture teams at Travelers including Modernization and Cloud Adoption., Past experience at Liberty Mutual for 35 years suggests a deep understanding of legacy insurance systems., Recent certification as an AWS Certified AI Practitioner (Apr 2025) indicating a focus on next-gen tech integration.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise architecture at Travelers, I wanted to ask about something we see come up a lot with carriers at your scale. Is the document production layer keeping up with the rest of your modernization roadmap, or is it quietly becoming a blocker?<br><br>The pattern we see most often: a carrier is moving fast on AI, cloud migration, new digital channels. But the document side still runs on a platform where every template change needs a specialist to touch it. At the volume Travelers operates, with millions of policyholders across commercial, personal, and specialty lines, that dependency compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see if any of this maps to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity is likely bottlenecking the modernization and cloud adoption initiatives you are leading, as shrinking specialist pools make it difficult to integrate legacy CCM with your new digital solutions.
Hi Christopher,<br><br>Following up on what I sent about the document layer piece.<br><br>We helped a Tier 1 carrier cut their template change cycle from two and a half weeks down to two days. The unlock was straightforward: the compliance team started making changes directly instead of waiting on a developer queue. Same guardrails, no IT ticket required.<br><br>At Travelers' volume, that kind of cycle time matters. A regulatory change hitting declarations pages or endorsements across commercial and personal lines simultaneously is a developer project on most legacy platforms. That wait doesn't have to be the default.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: Instead of accepting the architecture lock-in that comes with maintaining a dwindling Documaker developer base, consider if your document platform is becoming a liability for your modernization roadmap by preventing business users from owning template changes.
Subject: One last thing on CCM at Travelers
Hi Christopher,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization roadmap, feel free to reach out.<br><br>Chris
Proof: Leading insurers like Allstate and Guardian have moved away from legacy constraints; specifically, we helped a similar Tier 1 carrier reduce their 2.5-week template cycle to just 2 days. · Asset: UNLOCK1.PDF
Hey Christopher, good to be connected.
Sent you a few notes recently about the Documaker specialist crunch and how that kind of dependency tends to slow down the broader modernisation work. At MHC we help carriers move template ownership to the business side so IT queues stop being the bottleneck. A Tier 1 carrier we worked with cut their template cycle from two and a half weeks down to two days once that handoff shifted.
Worth a quick conversation to see if any of this is relevant?
Chris
Christopher DiMarco
Director of Copywriting and Content Strategy, Claim Customer Experience
operations · director
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Angle: omni-channel automation and UX copywriting for claim notifications
Hooks: your work leading the content production for automated notification strategies reaching 1.5M+ customers, your transition from Claim Strategic Communications to overseeing Claim Customer Experience content strategy, scaling UX copywriting for claim application enhancements and omni-channel satisfaction
posture: peer CTA: soft type: problem_first
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Subject: Claim notifications at Travelers
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role leading copywriting and content strategy for claim customer experience at Travelers, I wanted to ask about something we see come up a lot at insurers your size. When your team wants to update the copy in a claim notification, does that change have to go through a developer before it goes live?<br><br>At mega carriers, the gap between the person who knows what a notification should say and the person who can actually change it is usually pretty wide. Your team writes the content, but if the template lives in a legacy composition system, every edit is an IT project. That lag matters when you're trying to move fast on omni-channel claim communications.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your content team move faster on claim notifications without waiting on a developer for every change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christopher,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see at insurers like these is consistent: once the business side can manage templates directly, the compliance team makes copy changes the same day instead of waiting on a ticket queue.<br><br>That matters for claim notifications specifically. When a regulatory change hits or a new disclosure requirement comes down, the people who know what the document should say are the ones who can update it, with approval workflows built in so IT still has visibility. For a carrier with millions of policyholders across commercial, personal, and specialty lines, that kind of speed on claim correspondence, denial letters, and coverage notices is a real operational difference.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about claim notification workflows at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: ULTIMA1.PDF
Appreciate the connection, Christopher. Sent you a couple of emails recently about the IT dependency piece, so figured LinkedIn was worth a shot since we're connected now.
At MHC we help insurers move template ownership to the business side so content changes don't sit in a developer queue. Guardian and Allstate have both gone that route, which is part of why I thought Travelers might be worth a conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Jennifer Lemon
Assistant Vice President, Claim Customer Services
operations · vp
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Angle: strategic oversight of multi-channel claim communications and translation units
Hooks: oversight of Spanish Translation Unit ensuring service accessibility for claimants, managing high-volume claim customer service centers in Orlando and Houston, leadership of multi-shift teams across notice of loss, inquiry calls, and digital chats
posture: peer CTA: soft type: problem_first
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Subject: Claim comms at Travelers
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing claim customer services at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When a change needs to go out across claim correspondence, cancellation notices, or policyholder letters, does that still require going through IT and waiting on a developer who knows the system?<br><br>At mega-carrier scale, that wait compounds fast. Millions of policyholders, dozens of document variants, and every regulatory or language update becomes a developer project before it becomes a communication. For teams running multi-channel claim comms and translation units, that dependency gets expensive.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out faster without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jennifer,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving business users into the template management workflow directly.<br><br>The pattern at carriers is similar. Claim correspondence, denial letters, coverage notices, these documents pull from claims management, policy admin, and rating systems. When regulatory language changes or a state requires updated disclosure copy, that update has to go through someone who knows the composition system. At Travelers' volume, that queue adds up.<br><br>That's what MHC NorthStar CCM does differently: your compliance or communications team makes the change directly, with approval workflows built in, without waiting on IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_documaker_sunset
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Jennifer, appreciated you connecting.
Sent you a few emails about the IT dependency piece on document template changes. At MHC we help insurers move that ownership to the business side so claim communications don't sit in a developer queue. Guardian and Allstate both run their policyholder communications on MHC, and Intact is in that mix too, across 60+ insurance organisations.
Given your role at Travelers, some of that may already be on your radar, or it may not be relevant at all.
Worth a quick conversation to see if any of this is relevant?
Chris
Christopher O'Connor
VP, Digital Experience & Technology
operations · vp
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Angle: strategic digital experience leader at mega-carrier
Hooks: 20+ years of financial services experience in digital solution design, Focus on self-service assets like MyTravelers for Business, Leadership during recent Travelers M&A and agentic AI launches
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Travelers
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing digital experience and technology at Travelers, I wanted to ask about something we see come up constantly at carriers your size. Does updating customer-facing documents like declarations pages, endorsements, or renewal notices still require going through a developer every time a change needs to happen?<br><br>At mega-carriers, that bottleneck tends to get expensive fast. A regulatory change hits, or a product team needs to update a form, and suddenly it's an IT ticket competing with everything else in the queue. The people who actually know what the document should say are waiting on someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your business teams and IT when it comes to document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker template changes
Hi Christopher,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We work with 60+ insurers, and the pattern we see at carriers running older document composition platforms is pretty consistent. Business teams know exactly what needs to change on a form. But the change still has to go through someone who knows the underlying system. At your volume, with millions of policyholders, that lag compounds.<br><br>I'll be honest: I don't have a single named insurance case study with a hard metric I can put in front of you. What I can tell you is that across Guardian Life, Allstate, Intact Financial, and Acuity, the outcome looks similar. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for document changes.<br><br>For a carrier with Travelers' footprint, especially given the AI investments you're already making in underwriting and claims, the document production layer is often the last piece still running on older infrastructure.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service vs. IT ticket bottlenecks
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you push further into digital experience, feel free to reach out.
Proof: MHC helps 25+ major insurers like Guardian and Allstate modernize document operations. · Asset: ULTIMA1.PDF
Hey Christopher, appreciated you connecting.
I sent a few emails over the past couple weeks about the document infrastructure gap that can slow down modernisation work, specifically around getting Documaker template changes off the developer queue. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership to the business side, away from IT. Guardian and Allstate are both running that model now.
Worth a quick conversation to see if any of this is relevant?
Chris
Jason During
VP - Enterprise Chief Architect
engineering · vp
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Angle: enterprise technology strategy & leadership promotion
Hooks: your recent appointment to VP - Enterprise Chief Architect at Travelers (congrats on the Feb 2026 promotion!), overseeing a team of nearly 200 architects to execute the technology strategy for a global P&C giant, your history with Guidewire integration and defining target architecture estates for complex insurance landscapes
posture: peer CTA: soft type: problem_first
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Subject: Document layer + your AI rollout
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role as Enterprise Chief Architect at Travelers, I wanted to ask about something that keeps coming up with insurers pushing hard on AI and modernization right now. Does the document production layer ever surface as a blocker when your architects are trying to move faster on higher-priority work?<br><br>What I usually see at carriers your size is a handful of developers who own the document templates, and every change, whether it's a policy notice, an endorsement, or a claims letter, runs through them. With your AI rollout touching underwriting, claims, and customer service, that queue tends to get longer, not shorter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free your architecture team up from document maintenance cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'developer scarcity' tax in Documaker — with specialized talent costing $150K+ and pools shrinking, legacy CCM becomes a roadmap blocker rather than an asset.
Hi Jason,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>One thing I should have included: we recently helped Natera cut their document turnaround from 2.5 weeks to 2 days. Different industry, but the underlying problem was the same. Changes had to go through a developer, the queue was the constraint, and the business side had no direct path to update anything.<br><br>On MHC NorthStar CCM, the compliance or ops team makes template changes directly, with approval workflows built in. IT stops being the bottleneck for policy notices, endorsements, claims correspondence, that kind of output. At Travelers' volume, with millions of policyholders across commercial and personal lines, that matters especially when a regulatory change hits and you need updated documents out fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let document operations remain a black box of IT tickets; shift to business-user self-service for template changes to free up your architects for higher-value modernization.
Subject: One last thing, Jason
Hi Jason,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as your AI build-out scales, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate modernize DocOps; specifically, we helped Natera reduce cycle times from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Hey Jason, appreciate you connecting.
I sent a few emails about the specialized talent cost sitting inside Documaker environments and what that does to delivery capacity over time. At MHC we help insurers move template ownership off the developer queue and to the business side. Allstate and Guardian have gone that route, and Natera brought document cycle times from two and a half weeks down to two days after making the switch.
Happy to reconnect here if the timing ever works.
Chris
Dave Morgan
Assistant Vice President - Digital Enablement
operations · vp
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Angle: enterprise digital modernization lead
Hooks: Led development of roadmaps and agile delivery for Digital Experience platforms supporting Travelers.com and Agent/Broker portals., Modernized mission-critical platforms supporting $30B+ in premium, focusing on engineering productivity and WCAG compliance., Spearheaded enterprise-wide CIAM program and content management streamlining across global digital experience platforms.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Dave,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital enablement at Travelers, I wanted to ask about something that comes up a lot at large insurers running enterprise modernization programs. Does updating policyholder-facing documents like declarations pages, renewal notices, or endorsements still require a developer ticket every time something needs to change?<br><br>At your scale, with millions of policyholders, that bottleneck adds up fast. Every regulatory update, every brand change, every product adjustment hits the same queue. The people who know what the document should say are waiting on the people who know how to change the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the teams who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for document changes
Hi Dave,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern I see across insurers at that scale: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Compliance teams make regulatory updates the same day. Brand changes don't sit in a backlog.<br><br>Your policyholder data likely pulls from several different systems. Policy admin, claims, rating. Every document touches a different source, and when a state filing requirement changes, that's a developer project under most legacy setups.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service for CCM
Subject: One last thing, Dave
Hi Dave,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) | 25+ insurers + Aspire #1 mid-market (T3) · Asset: ULTIMA1.PDF
Hey Dave, appreciate the connection.
Sent you a few emails recently about the document infrastructure gap that tends to show up in modernisation work, figured LinkedIn might be a better spot to land.
At MHC we help insurers get template ownership off the IT queue and onto the business side. Guardian and Allstate have gone through that shift, and we work with 25 or so other carriers across the mid-market as well.
Given your role at Travelers, some of it may or may not be relevant right now. If any of this lands, feel free to reach out whenever.
Chris
Kris Rice
Vice President, Customer Experience
operations · vp
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Angle: strategic CX lead at a mega-insurer modernizing for higher margins
Hooks: your role leading Customer Experience at Travelers, Travelers' 2026 strategic shift toward higher-margin business models, managing complex document stacks like declarations, renewals, and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document changes slowing CX at Travelers?
Hi Kris,<br><br>Chris here from MHC Automation.<br><br>Given your role leading CX at Travelers, I wanted to ask about something we run into constantly at insurers your size. When your team needs to update a customer-facing document, does that still require an IT ticket and a wait for a developer to touch the template?<br><br>At scale, that dependency adds up fast. Declarations pages, renewal notices, claims correspondence, policy endorsements — any change to any of those goes through the same queue. When a regulatory update hits or a CX initiative needs a quick rollout, the document layer becomes the slowest part of the process.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creating a 'developer scarcity' bottleneck for template updates, slowing down the CX roadmap.
Hi Kris,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>Guardian Life and Allstate both ran into the same pattern: every template change for policyholder communications went through a developer. Renewal notices, endorsements, cancellation letters — all of it queued up in IT. Once they moved to MHC NorthStar CCM, the compliance and ops teams started handling those updates directly. The ticket never gets written because it doesn't need to be.<br><br>That matters especially at Travelers' volume. When a state regulatory change hits or a CX update needs to go out to millions of policyholders, the document layer either keeps pace or it doesn't. On most legacy platforms, it doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT tickets for simple template changes, empower business users to handle DocOps while IT focuses on high-value modernization.
Subject: One last thing for Kris at Travelers
Hi Kris,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Helped insurers like Guardian and Allstate move from legacy Documaker bottlenecks to streamlined, business-user-led document delivery. · Asset: UNLOCK1.PDF
Hey Kris, glad to have you in the network.
I sent a few emails recently about the Documaker dependency piece and template changes stacking up outside the business team's control. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership off developer queues and onto the business side. Guardian and Allstate both made that shift away from legacy Documaker bottlenecks and saw their document delivery workflows change pretty quickly as a result.
If any of this lands, feel free to reach out whenever.
Chris
Amer Gerzic
VP, Head of Document Services and Logistics
operations · vp
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Angle: document output strategy
Hooks: your experience leading Farmers’ Output Processing Centers and now heading Document Services at Travelers, managing the high-volume manuscript endorsements and surplus lines filings standard for Travelers, your technical background in software engineering applied to document output center (OPC) site coordination
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
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Reframe: compliance/508
Subject: —
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Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Ester Peña
VP, Software Engineering
engineering · vp
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Angle: strategic focus on digitization and modern tech leadership
Hooks: Recognition in the HITEC 100 List for influential Hispanic leaders in technology., Your focus on building high-scale software teams within the Digital Enablement group at Travelers., Recent emphasis by EVP Michael Klein on digitization as a strategic modernization pillar at Travelers.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: legacy_blocking_roadmap
Subject: —
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Proof: Guardian and Allstate (25+ insurers) + Aspire #1 mid-market ranking. · Asset: UNLOCK1.PDF
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Beth Maerz
Senior Vice President, Platform, Customer Experience and Innovation
operations · vp
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Angle: Innovation-led platform modernization and recent AI claims leadership.
Hooks: Mention of the February 2026 OpenAI partnership for the Agentic AI Claim Assistant., Alignment with her 'understand the problem before the solution' innovation philosophy., Connection between platform agility and the need for seamless broker/member communications.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) is creating a bottleneck for the platform innovation roadmap.
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Reframe: Don't let legacy document tech block DT goals; evaluate self-service business-user control to eliminate the IT ticket wait.
Subject: —
—
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications while reducing IT dependency. · Asset: UNLOCK1.PDF
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Matthew MacEachern
AVP, Claims Operations
operations · vp
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Angle: operational_excellence_claims
Hooks: Successfully established a new unrepresented claims operation in NJ that saved approximately $12MM in loss payment expense., Recognized for achieving a best-in-company customer satisfaction KPI of 71% and high employee NPS., Focus on driving scalable claims strategy and innovation through digitization, as highlighted in recent Travelers DT goals led by EVP Michael Klein.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: compliance_508
Subject: —
—
Proof: T2_metric · Asset: GUC3E41.PDF
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Maureen Leathers
Assistant Vice President Communications
operations · vp
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Angle: Alignment with Operations and Billing Transformation
Hooks: Current lead for Travelers Operations, Corporate Tech, and Payments & Billing Transformation communications, Experience managing complex change management for major strategic shifts within P&C insurance, Focused on enabling teams to deliver better customer outcomes through strategic communication strategies
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: business-user self-service
Subject: —
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Proof: Guardian and 25+ other insurers use MHC to manage massive document scale while freeing up IT for DT roadmaps. · Asset: UNLOCK1.PDF
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Andrzej Kobus
Chief Information Officer & SVP, Enterprise Technology Solutions
engineering · vp
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Angle: enterprise engineering modernization
Hooks: Your leadership on the Travelers Engineering Portal to simplify developer workflows, Focus on cloud-first architecture and reducing deployment time from weeks to minutes, Extensive experience overseeing Guidewire modernization and enterprise architecture principles
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure @ Travelers
Hi Andrzej,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise technology at Travelers, I wanted to ask about something we see come up a lot at insurers your size. When engineering teams are pushing toward cloud-first modernization, is the document layer keeping pace, or is it still dependent on a small group of developers to make template changes?<br><br>At carriers with millions of policyholders, that dependency tends to become a real drag. A regulatory change comes in, a new endorsement has to go out, and it sits in a queue waiting on someone with the right platform knowledge. Meanwhile your engineers are being pulled away from the work that actually moves the modernization roadmap forward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help free your engineering team from document maintenance work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creates an IT bottleneck where template changes for manuscript endorsements or surplus lines filings require scarce developer resources, slowing down the 'Engineering Portal' goal of rapid deployment.
Hi Andrzej,<br><br>One more thought on the engineering bottleneck piece I mentioned.<br><br>I'll be honest, I don't have a Travelers-specific case study to share, and our insurance proof points don't come with the kind of hard metrics I'd love to give you. What I can tell you is the pattern we see consistently: the carrier moves to MHC NorthStar CCM, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>The closest analogy outside insurance is what we've done in financial services. HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both moved from a model where developers owned every template change to one where the business side handles it within controls IT sets.<br><br>For a carrier with your volume of policyholder communications, declarations pages, endorsements, renewal notices, that same shift means your engineers stay focused on the cloud-first work instead of document maintenance queues.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than hiring more specialized Documaker talent ($150K+), reframe the problem as a document architecture issue where business users should own template logic, freeing your engineers for core 'cloud-first' initiatives.
Subject: One last thing, Andrzej
Hi Andrzej,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on your modernization roadmap, feel free to reach out.
Proof: T1 names like HSBC and ING Poland have successfully migrated hundreds of complex templates (SWIFT/regulatory) to MHC to eliminate IT dependency and reduce document change cycles from weeks to days. · Asset: GUC3E41.PDF
Andrzej, good to be connected.
Sent you a few notes recently about the Documaker dependency piece and what that means for teams trying to hit rapid deployment targets. At MHC we help insurers move template ownership off the developer queue and to the business side. HSBC and ING Poland both migrated hundreds of complex templates to get document change cycles from weeks to days, which is roughly the kind of shift that makes an Engineering Portal goal actually achievable without IT becoming the bottleneck.
Worth a quick conversation to see if any of this is relevant?
Chris
Andreas Wetterwald
Chief Data & Analytics Officer
engineering · vp
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Angle: strategic data & transformation focus
Hooks: Transition to Chief Data & Analytics Officer at Travelers following a successful tenure as CIO for Digital Enablement., Deep expertise in transforming program execution from waterfall to agile practices at Marsh McLennan and Liberty Mutual., History of delivering paperless initiatives and modernizing reporting architectures to enable self-service business intelligence.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Travelers
Hi Andreas,<br><br>Chris here from MHC Automation.<br><br>Given your focus on data and transformation at Travelers, I wanted to ask about something that comes up a lot at carriers your size. With all the AI work happening across underwriting and claims, is the document production layer keeping up, or is it still dependent on developers every time something needs to change?<br><br>At the scale Travelers operates, even small bottlenecks in template management compound fast. When a regulatory change hits or a new AI-driven workflow needs a corresponding document output, that change often has to go through someone who knows the system, which can slow things down in ways that aren't always visible until they are.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take the document layer off the critical path for your transformation work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Andreas,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Essilor reduced their template library by 60% and cut document infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of shift happened because their business teams stopped waiting on developers to make template changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>For a carrier like Travelers, with millions of policyholders across commercial, personal, and specialty lines, that matters. Policy documents, endorsements, renewal notices, claims correspondence, these all need to move fast when a product changes or a state filing goes through. Right now, if those changes require a developer who knows the composition system, that's a dependency that doesn't fit cleanly into an AI-accelerated workflow.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Andreas
Hi Andreas,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Andreas, appreciate you connecting.
I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, getting template changes off the developer queue. Didn't want to let the connection go by without saying something directly.
At MHC we help insurers move document ownership to the business side so IT isn't the bottleneck on every template update. Guardian, Allstate, and Intact run their policyholder communications on MHC, and we're across 60+ insurance organisations at this point.
Happy to reconnect here if the timing ever works.
Chris
Jason Galvin
SVP & CIO, Personal Insurance
engineering · c_level
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Angle: strategic digital transformation focus
Hooks: Your leadership in the $17B+ Personal Insurance segment and drive for future-ready ecosystems at Travelers., The recent $3.3B sale of the Canadian personal and commercial units, likely requiring significant document separation/de-coupling., Your ongoing move toward cloud transformation and digital platforms using Salesforce as mentioned in your past industry talks.
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Travelers
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology for Personal Insurance at Travelers, I wanted to ask about something we see come up a lot at carriers your size. With millions of policyholders across personal lines, does updating customer-facing documents like declarations pages, renewal notices, and cancellation letters still require going through a developer every time?<br><br>At mega-scale, that bottleneck compounds fast. A regulatory change hits one state, and suddenly there are dozens of template variants to update across policy admin, claims, and billing systems. The people who know what the document needs to say have to wait on the people who can actually touch the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling developers off higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jason,<br><br>Following up on what I sent about the template management piece.<br><br>Two examples worth sharing. MiWay Insurance reduced the time to update and deploy document templates by 80%. Acuity Insurance modernized their claims correspondence and eliminated the developer queue entirely for day-to-day changes. Both were running on legacy document platforms before the switch.<br><br>The pattern we see at carriers your size: your policyholder data sits across policy admin, claims, and billing. Every document pulls from a different source. When a state reg changes or a new product launches, someone has to track down the right template in a system only a developer can touch. At Travelers' volume, that's not a minor inconvenience, it's a real drag on your ability to move fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on your transformation roadmap, feel free to reach out.
Proof: MiWay reduced template time by 80% and Acuity Insurance modernized claims correspondence while eliminating developer bottlenecks. · Asset: UNLOCK1.PDF
Hey Jason, appreciate you connecting.
Sent you a couple of emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without a ticket in the way. At MHC we help insurers do exactly that.
MiWay cut template cycle time by 80% after making that shift, and Acuity modernized their claims correspondence without routing changes through developers at all.
Not sure if any of this is on your radar at Travelers right now, but if any of this lands, feel free to reach out whenever.
Chris
Jill Tedeschi
VP, Claim Business Intelligence & Operations
operations · vp
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Angle: Alignment of Claims BI/Ops with strategic expansion into California market and the operational load of high-volume claims correspondence.
Hooks: Transition into VP of Claim Business Intelligence & Operations role at Travelers., Travelers' recent Q1 2026 performance and strategic participation in California's Sustainable Insurance Strategy., Management of complex document workflows like claims correspondence and ID cards amidst the Definity Financial divestiture.
posture: peer CTA: soft type: problem_first
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Subject: Claims ops + document changes, Travelers
Hi Jill,<br><br>Chris here from MHC Automation.<br><br>Given your role in Claim BI and Operations at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When a claims correspondence template needs to change, does that still require an IT ticket and a wait, or has your team found a way around that?<br><br>At mega-scale, the volume makes it worse. Declarations pages, claims letters, cancellation notices, renewal correspondence, all of it touching millions of policyholders. When a regulatory change hits, or your California expansion creates new state-specific requirements, the bottleneck isn't strategy. It's getting the right language into the right template fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the lag between a required document change and when it actually reaches policyholders. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Jill,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>The pattern we see most often at large carriers: the people who know what a claims letter should say, your compliance team, your ops leads, have to go through a developer to change it. One vendor we work with, Allstate, runs their policyholder communications on MHC alongside 60+ other insurers. I'll be honest, insurance case studies with a single clean metric are hard to come by. But the consistent outcome is the same. Business users start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters at Travelers' claims volume. When California requires updated adverse action language or a claims notice format changes, the wait disappears. The compliance team handles it the same day, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Jill
Hi Jill,<br><br>Sent you a couple of notes about document operations at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Jill, appreciate you connecting.
I sent a few emails recently about the IT ticket bottleneck on template changes, so you may have seen those already. At MHC we help insurers move document ownership off the developer queue and onto the business side. Carriers like Guardian, Allstate, and Intact have made that shift, which is what made me think Travelers might be a fit for that conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Kevin De Sa
SVP & Chief Information Officer, Business Insurance
engineering · vp
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Angle: strategic_transformation_leadership
Hooks: Recognition in the 'Top 10 Property & Casualty Insurance CIOs' and leadership in Digital Enablement before moving to Business Insurance., Your work on the Engineering Portal and its impact on developer productivity—it aligns perfectly with the goal of reducing 'blah blah' meeting time., Specific oversight of 'Content Creation & Management' including Quadient, implying a deep understanding of the Documaker/legacy vs. modern CCM trade-offs.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Travelers
Hi Kevin,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology for Business Insurance at Travelers, I wanted to ask something we see come up a lot at carriers your size. With the AI push you're running across underwriting and claims, is the document layer keeping pace, or is it still a place where every template change has to go through a developer?<br><br>At mega-scale insurers, that gap shows up fast. Declarations pages, endorsements, policy forms, renewal notices, claims correspondence, all of it pulling from different systems. When a regulatory change lands or a product line shifts, the template update is a developer project, not a business project. That creates a queue nobody wants to be managing when you're trying to move fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get the document layer out of the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kevin,<br><br>Following up on what I sent about the document layer and developer dependency.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly now. The wait disappears.<br><br>What made that possible is that the business side stopped needing IT for day-to-day template work. Your policyholder data at Travelers probably sits across policy admin, claims, rating, and billing systems. When a state files a new form requirement, or a product change needs to roll into renewal notices across millions of policyholders, that update has to happen fast. On most legacy platforms, it does not.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Kevin
Hi Kevin,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: The Travelers 'mega' scale requires a high-volume solution; MHC helps T1 insurers like Optum manage 200+ templates while eliminating the $4/doc cost associated with legacy processing. · Asset: CUSTOM1.PDF
Hey Kevin, good to have you in the network.
Sent you a few emails about the IT dependency piece on template changes, so you have some context on what we do. At MHC we help carriers move document ownership off the developer queue to the business side, which at Travelers' scale matters more than most.
One thing that came up at Optum, managing 200-plus templates, was cutting the per-document processing cost down significantly once they weren't routing every change through IT.
Happy to reconnect here if the timing ever works.
Chris
John Hurlbutt
VP Business Insurance Execution, Enterprise Guidewire Business Lead
operations · vp
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Angle: enterprise platform leadership and Guidewire integration
Hooks: your dual focus on Business Insurance Execution and the Enterprise Guidewire rollout, managing complex documentation for lines like claims correspondence and endorsements within the Guidewire ecosystem, Travelers' record Q1 2026 performance and the focus on modern delivery excellence
posture: peer CTA: soft type: problem_first
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Subject: Guidewire + document templates, Travelers
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Guidewire execution at Travelers, I wanted to ask about something that comes up constantly at carriers your size. When a policy form, endorsement, or commercial lines document needs to change, does that still require going through a developer to touch the template?<br><br>At mega carriers running Oracle-era document platforms, the answer is usually yes. A compliance update, a new state filing, a brand change, and it's a ticket in a queue. The business side knows exactly what needs to change but can't touch the system. That's a rough dynamic when you're also trying to move fast on a Guidewire rollout.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked number one mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the document change bottleneck as you're scaling Guidewire across business lines. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
Hi John,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One thing worth mentioning: the carriers we work with that are mid-Guidewire rollout tend to hit the same wall. The policy admin side modernizes, but the document layer stays frozen because it still requires a developer to make changes. Declarations pages, endorsements, renewal notices, commercial certificates, they all sit on the old system and every change is a project.<br><br>We helped Allstate, Intact Financial, and Acuity get to a place where their compliance and operations teams handle template changes directly. IT stops being the bottleneck, and the ticket never gets written. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>At Travelers' volume, with millions of policyholders across commercial, personal, and specialty lines, the compounding effect of that bottleneck is real.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: DT=legacy blocking roadmap. E2=compliance/508 and evaluating if your platform should be a liability.
Subject: One last thing, Travelers doc layer
Hi John,<br><br>Sent you a couple of notes about the document layer at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the Guidewire buildout continues, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey John, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what I do. At MHC we help insurers move document template ownership to the business side, off the developer queue. Carriers like Guardian, Allstate, and Intact have made that shift, and a number of mid-market insurers have as well.
Given your Guidewire footprint at Travelers, figured it was worth a direct note rather than another email in the inbox.
Happy to reconnect here if the timing ever works.
Chris
Kristen Weisensee
VP, Property Claim Product Management & Strategy
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Angle: strategic claim transformation and document agility
Hooks: Experience managing Claim Product Management and Strategy for Property lines, Alignment with Travelers' record Q1 2026 performance and focus on delivery excellence, Responsibility for document-heavy claim correspondence including renewals and ID cards
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Kristen,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claim product and strategy at Travelers, I wanted to ask about something we see come up constantly at carriers your size. When a claims communication needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At large P&C carriers, it usually plays out the same way. A regulatory update hits, or a claim workflow changes, and someone has to open a ticket and wait. The people who know what the letter should say aren't the ones who can change it. At Travelers' volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency for your claims communications team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kristen,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see consistently: the insurer moves to MHC, the compliance and claims ops teams start managing templates directly, and the wait disappears. IT stops being the bottleneck for every claims letter, denial notice, or coverage correspondence that needs to go out.<br><br>That matters especially at Travelers' scale. When a state changes its claims handling requirements, the right person on your team makes the change the same day. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Kristen
Hi Kristen,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers utilize MHC to automate complex insurance communications while maintaining compliance. · Asset: UNLOCK1.PDF
Hey Kristen, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting claim and policy document changes off the developer queue and into the hands of the people who actually own the process. At MHC we help insurers do exactly that, so business teams aren't waiting on a ticket every time a template needs updating. Allstate and Guardian are both running on it now, along with 25 or so other carriers.
Happy to reconnect here if the timing ever works.
Chris
Kim Fitzpatrick
AVP, Technology & Operations Finance
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Angle: document management finance leadership
Hooks: your background leading finance for Travelers' Document Management and Billing Operations, managing consolidated Tech & Ops reporting and SOX controls, recent strategic shift toward higher-margin business models highlighted in early 2026
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Travelers
Hi Kim,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Technology and Operations Finance at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When a regulatory change or a product update hits, does getting the right language into policyholder documents still require going through a developer to touch the template?<br><br>At mega-scale carriers, that dependency adds up fast. Declarations pages, endorsements, renewal notices, cancellation notices, certificates of insurance — every one of those has to go out accurate and on time. When the change path runs through IT, the business side is always waiting on someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce that dependency for your ops and finance teams. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kim,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern at carriers like these is consistent: once the compliance and ops teams can make template changes directly, the wait disappears. A regulatory update that used to take weeks to get through IT gets handled the same day.<br><br>At Travelers' volume, with millions of policyholders across commercial, personal, and specialty lines, that difference compounds. Your policyholder data probably sits across several systems. Policy admin, claims, ratings. Every document pulls from a different source. When a state filing requirement changes, someone has to update the template in a system only a developer can touch.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kim
Hi Kim,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate · Asset: ULTIMA1.PDF
Hey Kim, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, so you may have some context on what we do. At MHC we help insurers get template changes off the developer queue and into the hands of the business side.
Guardian and Allstate both went through that transition and it materially changed how fast their teams could move on document updates.
If any of this lands, feel free to reach out whenever.
Chris
Julie Morgan
VP, Claim Product Development & Strategy
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Angle: document_intelligence_focus
Hooks: your explicit focus on document intelligence and straight-through processing within workers compensation claims, the recent launch of the agentic AI claim assistant and the move toward automating claims correspondence, your 35-year tenure at Travelers, spanning from claim rep to leading WC digital strategies
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Travelers
Hi Julie,<br><br>Chris here from MHC Automation.<br><br>Given your role in claim product development at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When your team wants to update a claim-facing document, does that still require going through IT and waiting on a developer who knows the template system?<br><br>At mega carriers, that lag tends to compound fast. You've got claims correspondence, coverage explanations, and settlement notices all touching different policy and claims systems. When something needs to change, whether it's regulatory language or a product update, the business side is usually waiting on the technical side to make it happen.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Julie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Something I should have included in my last note: I know you're deep in the AI push at Travelers right now, underwriting, claims, customer service. What we see with carriers that are moving fast on AI is that the document layer becomes the place where that speed gets stuck. The model surfaces an insight. The claim outcome changes. But the correspondence that goes to the policyholder still has to go through a developer to update.<br><br>With millions of policyholders, that gap matters. A claims notice or coverage explanation that reflects outdated language erodes the value of everything upstream.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your claims team handles the template update directly, within the rules IT sets, and the correspondence reflects the right language the same day.<br><br>I don't have a single insurance case study with a specific metric to share, but the pattern is consistent. The carrier moves to MHC, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One more thing, Julie
Hi Julie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits ($4/doc eliminated) · Asset: GUC3E41.PDF
Hey Julie, appreciate the connection.
Sent you a few emails recently about the IT dependency piece I mentioned, specifically getting document changes off the developer queue for teams running claims transformation work. Figured LinkedIn was worth a shot since the emails probably got buried.
At MHC we help insurers move template ownership to the business side. Natera cut template turnaround from two and a half weeks to two days doing exactly that.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Kronander
VP Enterprise Billing Operations
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Angle: enterprise billing transformation leadership
Hooks: leading Billing & Payment transformation at Travelers since 2023, oversight of enterprise-wide billing operations and payment strategy, history of operational leadership at Travelers spanning over 25 years
posture: peer CTA: soft type: problem_first
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Subject: Document changes, Travelers billing ops
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise billing operations at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When your team needs to update billing statements, premium notices, or cancellation correspondence, does that still require going through a developer to touch the template?<br><br>At mega-carrier scale, that bottleneck gets expensive fast. Millions of policyholder documents, multiple lines of business, and every change waiting in an IT queue. When a regulatory update hits or a billing workflow shifts, the lag between the decision and the document going out is real.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your billing ops team move faster on document changes without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped Guardian Life and 25+ other major insurers move off legacy document platforms and modernize their policyholder communications. The pattern we see consistently: once the business side can manage templates directly, the wait on IT disappears and changes happen the same day.<br><br>That matters a lot when you're running billing statements, premium notices, and cancellation correspondence across multiple lines of business at Travelers' volume. A regulatory change or billing workflow update shouldn't be a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing on doc infrastructure
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ other major insurers transitioned from legacy systems to modernize their member communications. · Asset: UNLOCK1.PDF
Hey Michael, good to be connected.
Sent you a few emails recently about the IT dependency piece, so you have some context on where I'm coming from. At MHC we help insurers get template changes off the developer queue and into the hands of the business teams who actually own the content.
Guardian moved through that transition, and so have 25 or so other carriers we've worked with over the past few years.
If any of this lands, feel free to reach out whenever.
Chris
Laura Schiavone
Assistant Vice President, Value Stream Lead for Claim (Loss Intake)
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Angle: strategic claim transformation lead
Hooks: 20+ year tenure at Travelers including leadership roles in both US and Canada Personal Insurance, Currently leading the 'Future of Claim' platform value stream with a focus on AI and high-impact tech, Former AVP of Coverage and Forms where you managed a team of 24 overseeing policy forms and customer communications
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Laura,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claim loss intake at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When a claim correspondence template needs to change, does that still require going through IT and waiting on a developer to touch the system?<br><br>At mega carriers, that queue can be brutal. A regulatory update hits, or a process change comes down from leadership, and the team that actually knows what the letter should say has to file a ticket and wait. Meanwhile, claim notices, acknowledgment letters, and coverage correspondence are sitting on outdated templates.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a way we can help your team move faster on document changes without creating compliance risk. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Laura,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC alongside 60+ other insurers. The pattern we see consistently: the carrier moves over, the claims and compliance teams start managing templates directly, and the wait for IT to make a change disappears. Claim notices, coverage letters, acknowledgment correspondence updated the same day, without a developer in the loop.<br><br>That matters most when a regulatory change has to propagate across millions of policyholder records fast. On most legacy document platforms, that's a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>Given how much Travelers is leaning into AI-driven claim transformation right now, the document layer seems like a logical next piece to modernize.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Laura
Hi Laura,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as your claim transformation work scales, feel free to reach out.
Proof: Allstate, Intact, and 25+ other insurers use MHC to unlock document agility while maintaining compliance. · Asset: UNLOCK1.PDF
Hey Laura, appreciate you connecting.
I sent a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of business teams. At MHC we help insurers do exactly that, and companies like Allstate and Intact have used it to move faster on document changes without creating compliance risk.
Given your work on the claims value stream, some of that might land differently than it would for someone sitting further from the actual process.
Happy to reconnect here if the timing ever works.
Chris
Natalie Smolenski
Communications Director, Technology and Innovation
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Angle: Innovation-led communication supporting Travelers' Technology & Operations team.
Hooks: Mentioning her supporting communications for the Travelers Innovation Office and Tech & Ops teams., Highlighting her 20+ years of insurance industry experience spanning from direct sales to enterprise communications., Referencing her recent post about Travelers' 170+ year legacy of 'protecting what's next' before it happens.
posture: peer CTA: soft type: problem_first
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Subject: Travelers doc updates, quick question
Hi Natalie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading communications for Technology and Innovation at Travelers, I wanted to ask about something that comes up a lot at carriers your size. Does updating customer-facing documents like declarations pages, renewal notices, or claims correspondence still require going through a developer every time?<br><br>At mega-carriers, that dependency compounds fast. A regulatory change hits one state, and suddenly there's a queue of template updates waiting on someone with the technical access to make them. The people who actually know what the document should say are stuck waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding developer overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck of relying on specialized IT developers for every minor update to declarations, renewals, or claims correspondence in Oracle Documaker.
Hi Natalie,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see consistently: once business users can manage template changes directly, the wait disappears. A compliance or ops team member makes the update the same day it's needed, with approval workflows built in so IT still has visibility.<br><br>That matters especially at Travelers' volume. When a regulatory change hits and declarations pages or renewal notices have to go out accurately across millions of policyholders, a developer queue is the wrong place for that to sit.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from 'vendor-locked' developer-heavy updates to a business-user self-service model, reducing the technical debt associated with legacy document composition.
Subject: One last thing, Natalie
Hi Natalie,<br><br>Sent you a couple of notes about document template bottlenecks at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate (T2) eliminate the 'IT ticket wait' while managing millions of communications; recognized by Aspire as a #1 mid-market leader. · Asset: ULTIMA1.PDF
Natalie, appreciate you connecting.
I sent a few emails recently about the developer queue bottleneck on template changes in Documaker. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help carriers move that template ownership to the business side, off the IT ticket queue. Guardian and Allstate both made that shift while managing millions of communications, which is roughly the scale that makes the dependency most painful.
Given your role spans both comms and technology, the IT dependency piece I mentioned might hit differently than it would for a pure ops contact.
Worth a quick conversation to see if any of this is relevant?
Chris
Laura Chenard
Director, Claim Strategy and Business Delivery
operations · director
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Angle: Experience managing complex customer communication delivery and vendor relationships at Talcott and The Hartford.
Hooks: Your prior ownership of customer communication delivery processes and vendor relationships at Talcott Resolution., Current focus on leveraging generative AI and technical solutions to turn high-level claim strategies into operational capabilities at Travelers., Extensive background at The Hartford managing IT maintenance for output and publishing operations.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Travelers
Hi Laura,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claim strategy and delivery at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When a regulatory change hits or a claim correspondence template needs updating, does that still require an IT ticket and a developer before anything goes out?<br><br>At carriers running older document platforms, that wait is usually measured in weeks, not days. With millions of policyholders and the volume of claims correspondence Travelers produces, even a small delay on things like denial letters, coverage notices, or claim status updates can create downstream problems for compliance and for the customer experience.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Laura,<br><br>One more thought on the document change cycle piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see consistently. An insurer moves to MHC NorthStar CCM, the compliance or operations team starts managing claim templates directly, and the wait for IT stops being part of the process. Changes that used to take two or three weeks happen the same day.<br><br>For a claims operation at Travelers' scale, that matters most when something changes fast. A state updates its required language for adverse action notices or coverage disclaimers. CMS shifts a disclosure requirement. Your team needs to push the updated version across millions of outbound documents before the deadline, and the template is sitting in a system only a developer can touch.<br><br>That's the problem we're built to solve. The compliance team makes the change directly, with approval workflows built in, and IT is out of the critical path.<br><br>Your background at Talcott and The Hartford tells me you've probably seen this firsthand. If any of this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=EOL deadline (vendor sunset). E2=compliance/508.
Subject: One last thing, Laura
Hi Laura,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Laura, good to have you in the network.
Sent you a few emails about the IT ticket bottleneck on template changes and how that can stall things on the claims side. At MHC we help insurers move template ownership to the business so changes don't sit in a developer queue. Allstate and Intact have both gone that route, and we work with 25+ carriers at this point.
Nothing urgent here. If any of this lands, feel free to reach out whenever.
Chris
Mary Ann Konishesky
AVP, Communications
operations · vp
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Angle: internal comms leadership & document operations synergy
Hooks: your focus on internal communications for Bond & Specialty Insurance, experience at The Lift Factor using personalized communication technologies, recent 'Life at Travelers' podcast featuring Matthew Wilson
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Mary Ann,<br><br>Chris here from MHC Automation.<br><br>Given your role in communications at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update customer-facing documents like endorsements, renewal notices, or claims correspondence, does that still require going through IT and waiting on a developer to make the change?<br><br>At mega carriers, the document layer tends to be the last thing that gets modernized. Business users know exactly what needs to change, but the system requires a developer to touch it. That wait adds up fast, especially when you're pushing updates across millions of policyholders.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your communications team move faster on document changes without creating new IT dependencies. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity causing bottlenecks for manuscript endorsements and broker communications.
Hi Mary Ann,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where their business team handles template updates directly. The IT ticket never gets written because the people who need to make the change are the ones making it.<br><br>For a carrier like Travelers, that kind of setup matters when a regulatory change hits a commercial line and endorsements have to go out accurately across a large policyholder base. Or when a claims correspondence update needs to move fast and the developer queue is the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls in place so nothing goes out without the right approvals.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Move beyond the legacy architecture of Documaker to a business-user self-service model for policy documents and claims reserves.
Subject: One last thing, Mary Ann
Hi Mary Ann,<br><br>Sent you a couple of notes about document operations at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and Allied Benefits eliminated $4/document in communications costs. · Asset: GUC3E41.PDF
Hey Mary Ann, glad we could connect here after those emails.
The developer scarcity piece I mentioned, specifically around manuscript endorsements and broker communications on Documaker, is something we see come up a lot in commercial lines. At MHC, we help insurers move that template ownership off the IT queue and onto the business side. Optum got there with 200+ templates under business control, and Allied Benefits cut $4 per document out of their communications costs doing the same thing.
Worth a quick conversation to see if any of this is relevant?
Chris
Starlene McMorrow
VP, Management & Operations, Corporate and Shared Systems Technology
engineering · vp
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Angle: enterprise efficiency leadership
Hooks: Your leadership in driving operational efficiencies across IT and Ops, specifically identifying process and platform optimization opportunities., Leading the Corporate and Shared Systems Technology team at Travelers for over 6 years., Extensive background in managing large-scale application integration programs (like your $40M integration at The Hartford).
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Travelers
Hi Starlene,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing corporate and shared systems technology at Travelers, I wanted to ask about something that comes up constantly at carriers your size. With millions of policyholders across commercial, personal, and specialty lines, does updating customer-facing documents still require going through a developer who knows the composition system?<br><br>At the scale Travelers operates, that bottleneck adds up fast. Every regulatory change, every endorsement update, every renewal notice that needs a tweak goes into a queue. And the people who actually know what the document should say are waiting on someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change for Documaker templates and the extreme difficulty in finding $150K+ developers to maintain legacy logic.
Hi Starlene,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Allstate and Guardian have both moved to a model where their compliance and operations teams handle template updates directly. The IT ticket never gets written. Regulatory changes, endorsement language, renewal notice updates, they go out the same day the change is approved.<br><br>For a carrier running at Travelers' volume, that kind of speed matters especially when a state regulatory change has to propagate across millions of policyholder documents at once. Declarations pages, certificates, cancellation notices, all of it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to feel comfortable.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to the vendor's cloud upgrade path often locks in legacy architecture; evaluate if business-user self-service better serves your effectiveness agenda.
Subject: One last thing, Starlene
Hi Starlene,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Major insurers like Allstate and Guardian have modernized their CCM to eliminate the IT bottleneck, while T1 leaders like HSBC manage hundreds of complex templates (SWIFT/Global) with reduced developer dependency. · Asset: CUSTOM1.PDF
Hey Starlene, glad to be connected.
I sent a few emails about the Documaker piece, specifically the ticket queue friction and the developer scarcity problem around maintaining that legacy logic. Not sure if those landed in a useful place.
At MHC we help insurers move template ownership to the business side without the $150K developer dependency. Allstate and Guardian have both made that shift and pulled a significant chunk of change requests off IT queues entirely.
Happy to reconnect here if the timing ever works.
Chris
Rajesh Majhi
Customer Communications Management Specialist
operations · manager
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Angle: Documaker expertise at a 'mega' scale insurance leader during AI-driven claims transformation.
Hooks: Experience managing high-volume Documaker environments for complex insurance workflows., Context of Travelers recent launch of the Agentic AI Claim Assistant and focus on automation., Expertise in declarations, endorsements, and renewals within the Personal Insurance segment.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Rajesh,<br><br>Chris here from MHC Automation.<br><br>Given your role in customer communications at Travelers, I wanted to ask about something that comes up a lot at large P&C insurers. When your team needs to update a policyholder document, does that change still have to go through a developer before it goes out?<br><br>At carriers your size, the bottleneck usually looks like this: a compliance deadline hits, or a state filing comes through, and the update to declarations pages, renewal notices, or cancellation letters has to sit in an IT queue because the template logic lives in a system only a developer can touch. With millions of policyholders across personal and commercial lines, that wait has real consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your communications team move faster on document changes without creating a new IT project every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker logic ($150K+ cost) creating a bottleneck for Personal Insurance template updates.
Hi Rajesh,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. Different industry, but the underlying problem was the same: too many templates, too much developer dependency, changes taking too long.<br><br>The pattern we see at insurers is consistent. Policyholder data sits across policy admin, claims, and rating systems. When a state requires updated language on a cancellation notice or endorsement, someone has to track down the right template and wait for a developer who knows the system. That's especially painful when you're pushing changes across millions of policyholders on a regulatory deadline.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond the IT ticket wait: how decoupling document logic from core code enables business-user self-service for 508 compliance.
Subject: One last thing, Rajesh
Hi Rajesh,<br><br>Sent you a couple of notes about document template changes at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Supported 25+ major insurers like Guardian and Allstate; recognized as Aspire #1 for mid-market/enterprise flexibility. · Asset: UNLOCK1.PDF
Rajesh, appreciated the connection.
Sent you a few emails about the Documaker dependency piece, specifically the cost and bottleneck when template logic requires developer time. At MHC we help insurers move that ownership to the business side so changes don't queue behind a $150K resource.
Guardian and Allstate are both in that camp now, and Aspire ranked MHC first for mid-market and enterprise flexibility, which tends to matter when teams are evaluating what comes next.
Worth a quick conversation to see if any of this is relevant?
Chris
Rich Neville
Assistant Vice President, Product Operations Lead
operations · vp
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Angle: product_operations_leadership
Hooks: Directly accountable for the Forms and Content Management teams within the Business Insurance Product Operations Chapter., Focus on increasing speed of work to market and hardening compliance controls for business products., Managing a staffing model that supports strategic initiatives like manuscript endorsements and surplus lines filings.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Travelers
Hi Rich,<br><br>Chris here from MHC Automation.<br><br>Given your role in product operations at Travelers, I wanted to ask about something we see come up a lot at carriers your size. As you're pushing AI deeper into underwriting and claims, does the document layer keep pace, or does every template change still require a developer to touch the system?<br><br>At your volume, that gap shows up fast. A new AI-assisted claims workflow generates a different kind of output. That output has to map to a policyholder communication, a declarations page, a claims letter. If the template infrastructure hasn't changed, the speed you gained upstream disappears at the document step.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team stop being the bottleneck every time a process changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rich,<br><br>Following up on what I sent about the document layer keeping pace with your AI rollout.<br><br>One example worth sharing: Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That shift happened because the business side started managing templates directly instead of routing every change through a developer.<br><br>For a carrier like Travelers, with millions of policyholders across commercial, personal, and specialty lines, that kind of speed matters. A regulatory change, a new claims workflow from your AI stack, a product update across commercial lines. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Rich
Hi Rich,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your AI initiatives scale, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Rich, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn might be a better place to pick up the conversation.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian, Allstate, and Intact are running their policyholder communications through MHC across 60+ insurance organisations, so there's some track record in this space.
Given your role in product ops at Travelers, seemed worth a note.
Worth a quick conversation to see if any of this is relevant?
Chris
Nick Kulenkamp
SVP and Chief Information Officer, Corporate Technology
engineering · c_level
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Angle: strategic_innovation_leadership
Hooks: Promoted to SVP & CIO of Corporate Technology in July 2024, Oversees technology for 9 business units enterprise-wide, Interest in bridging leadership gaps and listening as a strategy for change management
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Travelers
Hi Nick,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing corporate technology at Travelers, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across commercial, personal, and specialty lines, does updating customer-facing documents like declarations pages, endorsements, renewal notices, or cancellation notices still require going through a developer who knows the system?<br><br>At carriers running older document platforms, that's usually the case. A regulatory change hits, or a product team needs a disclosure updated, and it becomes an IT project. The business side knows exactly what the change should say but can't touch it without going through the queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on document changes at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nick,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern we see consistently is that once a carrier moves over, the compliance and product teams start managing templates directly. IT stops being the bottleneck for every document change.<br><br>At a carrier like Travelers, your policyholder data probably sits across several systems. Commercial lines, personal lines, specialty, each pulling from different sources into different document outputs. When a state regulatory change hits, someone has to track down the right template in a system only a developer can touch. At your volume, that delay compounds fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in_risk
Subject: One last thing, Nick
Hi Nick,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage complex document operations without high-cost developer dependencies. · Asset: ULTIMA1.PDF
Hey Nick, appreciated you connecting.
Sent you a few emails over the past couple weeks around the IT dependency piece I mentioned. At MHC we help insurers move template ownership off developer queues to the business side. Guardian and Allstate have both used that model to get complex document operations running without the high-cost developer dependencies.
Given where Travelers sits in the market, figured it was worth a different channel.
If any of this lands, feel free to reach out whenever.
Chris
Robert Kaminsky
VP and Chief Architect - Bond & Specialty Insurance
engineering · vp
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Angle: strategic policy fulfillment and architectural transformation
Hooks: Your leadership of the strategic Policy Fulfillment program modernizing systems for $12B+ in premium, Role in aligning Bond & Specialty architecture with Enterprise Technology Solutions, Travelers recent launch of the Agentic AI Claim Assistant with OpenAI
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Travelers
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Architect at Travelers Bond and Specialty, I wanted to ask about something we see come up a lot at carriers your size. Is the document template layer keeping up with the pace of your AI and modernization work, or is it still a developer-dependent bottleneck every time something needs to change?<br><br>At $12B+ in premium volume, the complexity adds up fast. Policy forms, endorsements, bond certificates, specialty coverage documents, all pulling from multiple systems, all requiring someone who knows the composition platform to touch them before anything ships.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a quick chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is struggling with developer scarcity ($150K+) for legacy Documaker templates, causing a change-management bottleneck.
Hi Robert,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, things like letters of credit, guarantees, and SWIFT messages. High-compliance, high-volume, no room for error. The way they got there was by moving template ownership away from developers without removing the controls.<br><br>At Travelers' scale, with a generative AI build-out already underway across underwriting and claims, the document layer becomes the constraint. Your AI investments produce faster decisions. But if a policy form or bond certificate still requires a developer queue to update, the downstream output slows everything down.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your document platform shouldn't be a liability; legacy Documaker creates architecture lock-in that slows down your AI and modernization roadmap.
Subject: One last thing, Robert
Hi Robert,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: HSBC manages 100-200 complex SWIFT templates with high efficiency, similar to your scale of $12B+ premium fulfillment. · Asset: CUSTOM1.PDF
Robert, appreciate you connecting.
Sent you a few notes about getting Documaker template changes off the developer queue at Travelers. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every update.
HSBC runs 100 to 200 complex SWIFT templates through a similar model, and the team managing them isn't sitting in a developer queue to do it.
Given the premium volume Travelers is processing, the math on $150K+ developer time for template work tends to add up fast.
Worth a quick conversation to see if any of this is relevant?
Chris
Kevin Smith
Executive Vice President and Chief Innovation Officer
operations · c_level
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Angle: strategic transition support during retirement
Hooks: his upcoming phased retirement and transition support role over the next two years, Travelers' record 2024 results with $43.4B in net written premiums, the annual Innovation Jam with 1,200+ employees solving customer challenges
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with AI push?
Hi Kevin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading innovation at Travelers, I wanted to ask about something we see come up constantly at carriers your size. With all the AI investment happening across underwriting and claims, is the document production layer keeping pace, or is it still the part that requires a developer ticket every time something needs to change?<br><br>At mega-carrier scale, that friction adds up fast. Millions of policyholders, dozens of document types, and a legacy composition system that only a handful of people know how to touch. When a regulatory change hits or a new AI-driven workflow needs a corresponding output, the bottleneck is usually the same place it's always been.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat to see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kevin,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We work with 25+ insurers, including Guardian Life and Allstate, on modernizing policy and claims correspondence. The common thread is usually the same: the AI investments are moving fast, but the document layer is still running on a system where every template change is a developer project.<br><br>What tends to happen is the compliance or ops team identifies what needs to change, but getting it into production means a ticket, a queue, and a wait. At Travelers' volume, that lag shows up in policyholder communications across declarations pages, renewal notices, claims correspondence, all the documents that touch customers at the moments that matter most.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some materials first if that's the easier starting point.
Reframe: legacy blocking roadmap
Subject: One last thing, Kevin
Hi Kevin,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the AI build-out continues, feel free to reach out.
Proof: MHC helps 25+ insurers, including Guardian and Allstate, modernize policy and claims correspondence without heavy IT dependency. · Asset: ULTIMA1.PDF
Hey Kevin, appreciate the connection.
Sent you a few emails about the IT dependency piece I mentioned, figured I'd try a different channel. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate have both gone that route, which tends to matter more when engineering bandwidth is already stretched thin across bigger modernisation priorities.
If any of this lands, feel free to reach out whenever.
Chris
Radha Narla
Vice President and Chief Architect
engineering · vp
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Angle: architecture_modernization
Hooks: Your focus on enterprise architecture and Travelers' strategic digitization goals mentioned by Michael Klein, Managing the complexity of mega-scale output like declarations and renewals within a Documaker environment, The technical debt associated with developer-heavy legacy systems during the Definity Canadian business transition
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI buildout
Hi Radha,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Architect at Travelers, I wanted to ask about something that comes up a lot with insurers running Oracle-era composition platforms alongside newer AI investments. As you're modernizing the architecture, is the document production layer keeping up, or is it still dependent on developers who know the legacy system?<br><br>At your volume, that dependency gets expensive fast. Declarations pages, endorsements, renewal notices, claims correspondence, policy forms — when every template change requires someone who knows the composition environment, the queue backs up. And with GenAI accelerating change cycles in underwriting and claims, the document layer can become the bottleneck that slows everything else down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Radha,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving business users into the change path directly. The compliance team handles updates the same day, without an IT ticket.<br><br>That matters especially at Travelers' scale. When a regulatory change touches declarations pages or endorsements across millions of policyholders, that used to be a developer project. On MHC NorthStar CCM, the people who know what the document should say make the change, with approval workflows built in. IT stops being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=compliance/508
Subject: One more thing, Radha
Hi Radha,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your architecture work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers using Northstar to bridge legacy gaps. · Asset: ULTIMA1.PDF
Radha, good to have you in the network.
Sent you a few emails about the developer scarcity piece, specifically the cost and availability pressure that hits teams like yours when template changes stay on the engineering queue. At MHC we help insurers move that work to the business side so architect capacity goes toward actual infrastructure priorities.
Guardian and Allstate are both running that model now, along with a couple dozen other carriers who made the same shift.
If any of this lands, feel free to reach out whenever.
Chris
Pravin Nair
VP of Strategic Practices, Enterprise Digital, Data and Analytics
operations · vp
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Angle: strategic transition & tech stack reimagination
Hooks: Recent move to Travelers to lead Strategic Practices within Enterprise Digital, Data and Analytics, Focus on architecting a 'policy administration platform of the future' while modernizing existing applications, Background in connecting creativity with technology, transitioning from early days as a developer to innovation leadership
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Travelers
Hi Pravin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Enterprise Digital at Travelers, I wanted to ask about something that comes up a lot with large P&C carriers. With your team pushing GenAI into underwriting and claims, are policy document and endorsement template changes still going through developers on a legacy composition platform?<br><br>At Travelers' scale, that's a real drag. Millions of policyholders, dozens of state filing requirements, and every declarations page or broker communication update sits in a ticket queue waiting on someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free up your engineering capacity for the work that actually moves your digital roadmap forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'Developer Scarcity' Tax: While your team is architecting the policy platform of the future, legacy Documaker change requests are likely siphoning off high-value engineering hours for simple template updates.
Hi Pravin,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have included: Guardian Life runs their policyholder communications on MHC alongside Allstate, Intact Financial, and Acuity. Across those carriers, the pattern is consistent. Once business users can manage templates directly, the wait for developer time on document changes disappears. The compliance or ops team makes the change the same day.<br><br>For a carrier at Travelers' volume, that matters most when a state regulatory change hits and declarations pages, endorsements, or cancellation notices across millions of policies need to go out fast. On most legacy composition platforms, that's a developer project. On MHC NorthStar CCM, the person who knows what the document should say is the one who updates it, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Enterprise Digital doesn't scale if every manuscript endorsement or broker communication change requires a developer. A self-service DocOps layer removes this technical debt without adding integration burden.
Subject: One last thing, Pravin
Hi Pravin,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and over 25 other insurers move beyond legacy bottlenecks, achieving T1-level efficiency like Natera's 2.5-week to 2-day turnaround for complex document updates. · Asset: UNLOCK1.PDF
Pravin, good to be connected.
Sent you a few emails about the IT dependency piece on template changes, so you have some context on what we do. At MHC we help insurers get document updates off the developer queue and into business hands directly.
One thing that came up recently: Guardian moved through that same bottleneck, and they were one of more than 25 insurers where we've seen turnaround on complex document updates go from weeks to a couple of days.
Happy to reconnect here if the timing ever works.
Chris
Will Sargent
VP, Communications, Business Insurance, Bond & Specialty Insurance and International
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Angle: Documaker + AI transformation
Hooks: your team's oversight of communications across $27B in revenue for Business & Specialty Insurance, Travelers' 2026 launch of the Agentic AI Claim Assistant for auto, handling complex document types like manuscript endorsements and surplus lines filings via Oracle Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Will,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing communications across Business Insurance, Bond and Specialty, and International at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits or a disclosure needs updating across your policyholder-facing documents, does that still require a developer to touch the template before anything goes out?<br><br>At scale, that dependency gets expensive fast. Declarations pages, endorsements, certificates of insurance, renewal notices, cancellation letters, each one potentially sitting on a queue while IT works through other priorities. With millions of policyholders across your lines, a single template hold-up has a lot of downstream exposure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your communications team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker changes
Hi Will,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One thing I should have included: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM, alongside 60+ other insurance carriers. The pattern we see consistently is that once an insurer moves over, the compliance and communications teams start managing templates directly. The wait for IT to make a change disappears.<br><br>That matters a lot when you're also pushing AI deeper into underwriting and claims. The document layer has to keep pace. If your output templates, the ones carrying the final communication to a policyholder, are still locked behind a developer workflow, the AI investment upstream doesn't fully land.<br><br>Your compliance and comms teams can own those changes directly, with approval workflows built in so IT keeps the controls they need.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance and 508 accessibility automation
Subject: One more thing, Will
Hi Will,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the AI transformation moves forward, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
Hey Will, glad to be connected.
Sent you a few emails about getting Documaker changes off the developer queue and into the hands of your team directly. At MHC we help insurers do exactly that, so business users own template changes without waiting on IT.
Guardian moved that direction, and so did Allstate, along with 25 or so other carriers we work with now.
Given your scope across Business Insurance, Bond and Specialty, and International, figured it was worth a different channel if the emails got buried.
Worth a quick conversation to see if any of this is relevant?
Chris
Theresa Hennis
Assistant Vice President, Circle Lead - Enterprise AI & Emerging Technologies
operations · vp
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Angle: AI-modernization alignment vs legacy Documaker constraints
Hooks: 23-year tenure at Travelers rising from Java Developer to AI Circle Lead, Travelers' recent launch of the AI Claim Assistant for modernized member comms, Your background in Development & Production Operations for Business Insurance Applications
posture: peer CTA: soft type: problem_first
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Subject: AI roadmap + document layer, Travelers
Hi Theresa,<br><br>Chris here from MHC Automation.<br><br>I work with insurance companies that are modernizing their AI capabilities and running into a specific friction point: the document layer hasn't kept up with the front-end investments.<br><br>Given your role leading Enterprise AI at Travelers, I wanted to ask about something we see a lot at carriers your size. When the AI Claim Assistant kicks out a decision, what happens to the actual document that reaches the policyholder? If that template still lives in a system that requires a developer to touch it, the back-end slows down everything the front-end just accelerated.<br><br>At mega-carriers, that gap tends to show up in claims correspondence, policy documents, and renewal notices. The AI is moving fast. The document composition layer isn't.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if any of this connects to where your team is focused. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker's developer-heavy architecture is the hidden 'legacy tax' on your AI roadmap; if every template change requires a $150K+ developer ticket, the AI Claim Assistant's agility is capped by back-office bottlenecks.
Hi Theresa,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life and 25+ other insurers have moved off legacy document platforms to MHC in the last few years. The pattern is usually the same: the AI or digital transformation investment is in place, but the template management layer is still a developer project.<br><br>Once the business side can manage templates directly, the ticket never gets written. Compliance handles language changes the same day. Claims correspondence, policy documents, certificates of insurance go out without an IT queue in the middle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernization isn't just the AI front-end; it's decoupling document composition from IT tickets so business users can manage 508-compliant templates (Claims, IDs, Quotes) without draining your technical talent pool.
Subject: One more thing before I go quiet
Hi Theresa,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your AI roadmap, feel free to reach out.
Proof: See how Guardian and 25+ other insurers transitioned from legacy stacks to MHC to eliminate technical debt. · Asset: UNLOCK1.PDF
Theresa, appreciate the connection.
Sent you a few emails about the document infrastructure gap that tends to surface in modernisation work, specifically where template ownership stays stuck in developer queues while the AI layer moves fast above it. That tension tends to be invisible until it isn't.
At MHC we help insurers move template ownership off IT and onto the business side. Guardian and 25+ others made that shift when they hit the same wall coming off legacy stacks.
If any of this lands, feel free to reach out whenever.
Chris
Rushabh Doshi
VP, Enterprise Innovation
operations · vp
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Angle: enterprise innovation & AI leadership
Hooks: Your recent team offsite in Boston focused on corporate innovation and AI use cases, Leadership in the Enterprise Innovation team at Travelers since 2022, Background in venture building and startup coaching at NYU Stern
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with AI push?
Hi Rushabh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise innovation at Travelers, I wanted to ask about something that comes up often at carriers your size. With all the AI work happening across underwriting and claims, is the document composition layer keeping pace, or is it still dependent on a small pool of specialized developers to make template changes?<br><br>At carriers running Oracle-era document platforms, that dependency tends to become the bottleneck. A regulatory change, a new product line, a brand update, and suddenly it's a developer project with a wait attached. At Travelers' volume, that wait touches millions of policyholder communications.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer moving at the same speed as the rest of your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) causing template change bottlenecks
Hi Rushabh,<br><br>Following up on what I sent about the document composition bottleneck.<br><br>One thing I should have included: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations on MHC. They eliminated $4 per document in vendor fees by moving template ownership to their business users. The compliance team handles changes directly. IT stops being the bottleneck for every update.<br><br>That pattern shows up consistently at high-volume carriers. Declarations pages, endorsements, renewal notices, cancellation notices, all pulling from different policy admin and claims systems. When a state files a new disclosure requirement, it should be a compliance project, not a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>For a carrier pushing AI across underwriting and claims, having the document layer move at that same speed matters. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the 'IT ticket wait' by moving document composition to business users to accelerate modernization roadmaps
Subject: One last thing on doc composition
Hi Rushabh,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the broader modernization work, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications and is ranked #1 in mid-market by Aspire · Asset: ULTIMA1.PDF
Rushabh, good to connect. Sent you a few emails recently about the Documaker developer scarcity piece and figured LinkedIn might be a better place to pick this up.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate both made that shift with us, and Aspire ranked MHC number one in mid-market CCM for exactly that reason.
If any of this lands, feel free to reach out whenever.
Chris
Mike Lopes
VP, Business Insurance SP&E, Product Value Stream Lead
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Angle: product value stream modernization
Hooks: Current lead for Travelers Business Insurance SP&E focusing on product sophistication through simplified products on modern platforms like Guidewire., Direct oversight of the Platform Circle and Guidewire technology implementations at Travelers for over 7 years., Travelers recent Q1 2026 record net income and the strategic focus on 'modern delivery excellence' under leadership like Rich Ives.
posture: peer CTA: soft type: problem_first
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Subject: Document layer in your modernization stack
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role leading the Business Insurance product value stream at Travelers, I wanted to ask about something that comes up a lot in modernization efforts at carriers your size. When your teams are moving fast on AI-enabled underwriting and claims, does the document layer keep up, or does every template change still require a developer?<br><br>At mega-scale, that bottleneck hits harder. Policy documents, endorsements, declarations pages, certificates, claims correspondence. Even small compliance updates can mean a ticket queue, a sprint slot, and a wait. That's a rough mismatch when the rest of your stack is accelerating.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops and product teams move document changes at the speed your modernization roadmap needs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mike,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>Guardian Life, Allstate, and Acuity all run their policyholder communications through MHC. The pattern across all of them is the same: the insurer moves to MHC NorthStar CCM, business users start managing templates directly, and the wait for a developer disappears. Compliance makes the change. Ops owns it. IT stops being the bottleneck.<br><br>At Travelers' volume, that matters most when a regulatory change hits and declarations pages or endorsements have to go out accurately to millions of policyholders fast. That's not a developer sprint. That has to happen the same day.<br><br>What MHC does differently is remove the developer from the day-to-day change path without removing the controls IT needs in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing on doc infrastructure
Hi Mike,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your value stream work, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to manage high-volume complex documents without the IT bottleneck. · Asset: UNLOCK1.PDF
Hey Mike, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the business team. At MHC we help insurers like Travelers move that ownership without the back-and-forth. Guardian and Allstate both use MHC to manage high-volume complex documents without routing every change through IT.
Given your role on the product value stream side, figured there might be some overlap worth exploring.
Happy to reconnect here if the timing ever works.
Chris
Claudiu Coltea
SVP, Enterprise Head of Customer Experience
operations · vp
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Angle: strategic CX leadership + AI innovation signal
Hooks: Your role chairing the Travelers Experience Management Leadership Group, The recent shift toward Agentic AI with the OpenAI partnership for claims, Your background scaling CX across both consumer and commercial lines
posture: peer CTA: soft type: problem_first
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Subject: Document layer and CX, Claudiu
Hi Claudiu,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer experience at Travelers, I wanted to ask something that comes up a lot with CX leaders at carriers your size. When your team wants to update a customer-facing document, how many IT tickets does that generate before the change goes live?<br><br>At mega carriers, the document layer tends to be the slowest part of the CX stack. A compliance update, a tone change, a new disclosure requirement, and someone has to find the right template in a system that only a developer can touch. Meanwhile the AI work you're doing across underwriting and claims moves fast. The document output often doesn't keep up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team close the gap between where your CX strategy is heading and how fast the document layer can actually move. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Claudiu,<br><br>Following up on the document infrastructure piece I mentioned.<br><br>Guardian Life and 25+ other insurers run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently is that once business users, compliance teams, ops, can make template changes directly, the wait disappears. A regulatory notice goes from a two-week dev project to a same-day update.<br><br>That matters especially at Travelers' scale. With millions of policyholders across commercial, personal, and specialty lines, a single disclosure change touches an enormous volume of documents. If that change still requires a developer who knows the legacy system, the CX roadmap stalls at the document layer every time.<br><br>The AI investments you're making in claims and underwriting are impressive. MHC NorthStar CCM is built to make sure the outbound document side moves at the same pace.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Claudiu
Hi Claudiu,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction against your CX goals, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to automate complex insurance communications without deep dev dependency. · Asset: UNLOCK1.PDF
Claudiu, good to be connected.
I sent a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue specifically. Didn't want to let the connection go without saying hello.
At MHC we help insurers move document ownership to the business side without the dev bottleneck. Guardian and a number of other carriers have gone that route to keep communications moving without the ticket queue.
Happy to reconnect here if the timing ever works.
Chris
Jason Wilczak
Enterprise AI Engineering Design & Build Lead
engineering · director
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Angle: AI-driven engineering transformation and developer experience at Travelers.
Hooks: New role as Enterprise AI Engineering Design & Build Lead at Travelers focusing on transforming delivery speed at scale., Focus on the 'Software Engineering Chapter' and enhancing the overall 'engineering experience' for developers., Experience leading API strategy and cross-functional engineering excellence for large-scale enterprise platforms.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI engineering design and build at Travelers, I wanted to ask about something that comes up a lot with teams doing what you're doing. As you accelerate AI across underwriting and claims, is the document production layer keeping up, or is it still a developer project every time something needs to change?<br><br>What we typically see: the AI and automation work moves fast, but the templates sitting underneath, policy documents, claims correspondence, renewal notices, are locked in systems that require a developer to touch. So your engineering team ends up owning document maintenance work that the business side should be handling directly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering capacity for the AI work that actually moves the needle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jason,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern we see across all of them: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Your compliance or ops team handles updates to endorsements, renewal notices, cancellation letters, and claims correspondence without writing a single ticket.<br><br>That matters more when your engineering team is trying to stay focused on AI buildout. Document maintenance work is real developer time, and at Travelers' volume, with millions of policyholders across commercial and personal lines, those template changes add up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your AI roadmap scales, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers use MHC to unlock document modernization without draining developer resources. · Asset: UNLOCK1.PDF
Hey Jason, appreciated you connecting.
Sent you a few emails about getting document changes off the developer queue, so you probably have some context on what we do. At MHC we help insurers move template ownership to the business side so engineering cycles stay where they belong. Guardian and Allstate are both running on it for that reason, along with a couple dozen other carriers.
Given what you're building at Travelers on the AI and architecture side, I figured this might be worth having on your radar at some point.
Happy to reconnect here if the timing ever works.
Chris
Mojgan Lefebvre
EVP and Chief Technology & Operations Officer
engineering · c_level
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Angle: Perform and Transform Mandate
Hooks: Recognized your 'Perform and Transform' imperative and recent focus on avoiding AI sprawl by placing 'fewer, bigger bets' on high-impact engineering productivity., Noted your role in the 'Agentic AI Claim Assistant' launch and the enterprise-wide migration toward Guidewire Billing Center., Saw your recent feature in Fortune regarding reducing time-to-close for claims through automated workflows.
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Travelers
Hi Mojgan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and operations at Travelers, I wanted to ask about something that comes up a lot at carriers your size. With the AI build-out accelerating across underwriting and claims, is the document layer keeping up, or is it still the part of the stack where every change requires a developer?<br><br>At mega-carrier scale, that friction compounds fast. Millions of policyholder communications, declarations pages, endorsements, renewal notices, claims correspondence, all of it touching legacy composition infrastructure that wasn't built for the pace your team is moving at now. When a regulatory change hits or a product line updates, someone has to queue up a developer to touch the template. That wait doesn't go away just because the rest of the stack has modernized.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and back in the hands of the teams who know what the documents should say. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mojgan,<br><br>One more thought on the document layer piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC, alongside 25+ other carriers. The pattern is consistent: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and the ticket never gets written. IT stops being the bottleneck on document changes entirely.<br><br>That matters especially at Travelers' scale. With millions of policyholders across commercial, personal, and specialty lines, a single regulatory change can mean hundreds of template variants that need to go out accurately and on time. On a legacy composition system, that's a developer project. On MHC NorthStar CCM, the compliance team makes the change directly, with approval workflows built in.<br><br>Given Travelers' Perform and Transform mandate, I'd imagine the document layer is one of those areas where the gap between where you are and where you need to be is getting harder to ignore.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: Before I stop reaching out
Hi Mojgan,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point given everything else on the transformation roadmap, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to decouple document logic from core code. · Asset: ULTIMA1.PDF
Mojgan, appreciate you connecting. Sent you a couple of emails about the IT dependency piece on document template changes, so figured LinkedIn made sense too.
At MHC we help insurers move template ownership off developer queues to the business side. Guardian and Allstate are both running that way now, along with 25+ other carriers who've decoupled document logic from core code.
If any of this lands, feel free to reach out whenever.
Chris
Mindy Frana
Vice President Operations
operations · vp
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Angle: enterprise document efficiency and recent operational momentum
Hooks: Your leadership in building high-performing operations teams at Travelers, specifically noted in your recent involvement with BPM leadership transitions., The massive scale of Travelers' Q1 2026 core income of $1.7 billion and the resulting volume of declarations, renewals, and claims correspondence managed by your team., The challenge of maintaining policy document quality and compliance (508) during strategic shifts, especially when relying on legacy Documaker infrastructure.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers
Hi Mindy,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Travelers, I wanted to ask about something we see come up a lot at carriers your size. When a regulatory change hits or a new product rolls out, does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>At mega carriers, that dependency tends to get expensive fast. Policy documents, endorsements, renewal notices, cancellation letters, claims correspondence — every change is a ticket. Every ticket is a queue. When you're producing documents at the scale Travelers does, that lag shows up in compliance timelines and ops overhead.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Mindy,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly. The compliance team makes the change. IT stops being the bottleneck. Changes happen the same day.<br><br>At Travelers' volume, that cost-per-document number compounds quickly. And with the AI investments you're making across underwriting and claims, the document layer is often the last piece that still requires a developer to touch anything.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Mindy
Hi Mindy,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Mindy, glad to be connected. I sent a few emails over the past couple weeks about the IT dependency piece, so you may have seen those come through.
At MHC we help insurers get template changes off developer queues and into the hands of ops teams directly. Optum moved 200-plus templates that way, and it changed how fast their business side could respond to comp and regulatory updates.
Given what Travelers is managing at scale, I imagine that dynamic comes up. Happy to reconnect here if the timing ever works.
Chris
Rajesh Kumar
AVP, Business Insurance Technology
engineering · vp
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Angle: IT leadership at Travelers/First Trenton focusing on Business Insurance Tech and AI-driven claims modernization.
Hooks: Background in complex policy administration and claim system modernization., Direct oversight of technology supporting Business Insurance at a time when Travelers is scaling AI capabilities., Likely managing the friction between legacy Documaker infrastructure and the new AI Claim Assistant initiatives.
posture: peer CTA: soft type: problem_first
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Subject: Document changes without the IT queue
Hi Rajesh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Business Insurance Technology at Travelers, I wanted to ask about something we see come up constantly at carriers your size. Does updating policyholder-facing documents still require going through a developer who knows the underlying system, even when the change is something the business side fully owns?<br><br>At mega-scale, that bottleneck gets expensive fast. A regulatory change hits one state, and suddenly you have a queue of template updates across declarations pages, endorsements, renewal notices, and cancellation letters, all waiting on the same small group of people who know the system. Meanwhile your team is focused on AI integration across underwriting and claims, which is exactly where that developer attention should be going.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your IT team for the higher-priority modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rajesh,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, and 25+ other insurers moved to MHC specifically to get template changes out of the IT queue. The pattern we see: once the business side can handle declarations pages, endorsements, and renewal notices directly, with approval workflows built in, the development team stops being pulled into work that doesn't require them.<br><br>That matters especially at Travelers' scale. With millions of policyholders across commercial and personal lines, a single regulatory update can mean thousands of document variants that all need to change at once. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, the compliance or ops team handles it the same day.<br><br>Given how much your team is already pushing on AI-driven claims and underwriting modernization, I'd imagine anything that removes friction from the document layer is worth a look. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing on document ops
Hi Rajesh,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes ever become a friction point against the modernization work you're driving, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to decouple document logic from IT backlogs. · Asset: UNLOCK1.PDF
Rajesh, appreciate you connecting.
Sent you a few emails about the IT dependency piece I mentioned, so you probably have some context on what we do. Short version: MHC helps insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian and Allstate are both running on it for exactly that reason, along with 25 or so other carriers.
No agenda here. Happy to reconnect here if the timing ever works.
Chris
Raj Sadasivan
VP, Chief Transformation Architect
operations · vp
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Angle: strategic transformation and claim innovation
Hooks: Your leadership on the '4 Keys to a Claims Journey' strategy, specifically the focus on modular architecture and real-time processing., Travelers' recent strategic partnership with OpenAI to launch the Agentic AI Claim Assistant for auto insurance., Managing the transformation of legacy manuscript endorsements and surplus lines filings without letting technical debt block the innovation roadmap.
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up at Travelers?
Hi Raj,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation architecture at Travelers, I wanted to ask about something that comes up a lot at carriers your size. As you push AI deeper into underwriting and claims, is the document production layer keeping pace, or does every template change still require a developer to touch it?<br><br>At mega-scale insurers, that gap tends to show up fast. Policy documents, endorsements, claims correspondence, renewal notices — when the business side can't update them without an IT ticket, the modernization roadmap stalls in places nobody planned for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your transformation roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Raj,<br><br>Following up on what I sent about the document layer keeping pace with your transformation work.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving off their legacy system. The unlock was getting business users to handle template changes directly, without waiting on IT.<br><br>At Travelers' volume, with millions of policyholders across commercial, personal, and specialty lines, that kind of change cycle matters. A regulatory update to a cancellation notice or endorsement form shouldn't require a developer project. When it does, the delay isn't just operational — it's a compliance exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Raj
Hi Raj,<br><br>Sent you a couple of notes about the document infrastructure piece at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your roadmap, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana using MHC, and Allied Benefits eliminated $4/document in manual processing costs. · Asset: GUC3E41.PDF
Raj, appreciate you connecting. Sent you a few emails recently about the IT dependency piece on document infrastructure and figured LinkedIn might be a better place to pick up the thread.
At MHC we help insurers move template ownership off IT queues and to the business side. Optum used that approach to manage 200+ templates across BCBS and Humana without routing every change through a developer.
Given the transformation work you're leading at Travelers, there might be some overlap there. If any of this lands, feel free to reach out whenever.
Chris
Stefanie Schaub
VP, Claim Product Development & Strategy (Property)
operations · vp
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Angle: strategic claim delivery modernization
Hooks: Current focus on Claim Product Development & Strategy (Property) since June 2025, Deep 18-year tenure at Travelers across Claim BI, Analytics, and Auto Product, Recent AWS Cloud Practitioner certification (Feb 2025) signaling a cloud-forward modernization mindset
posture: peer CTA: soft type: problem_first
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Subject: Claim document changes at Travelers
Hi Stefanie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claim product development at Travelers, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update a claim-related document, does that still require going through IT and waiting on a developer to touch the template?<br><br>At mega carriers, the claim side tends to produce a high volume of policyholder correspondence: denial letters, claim acknowledgments, coverage explanations, payment notices. When a regulatory change hits or a process update rolls out, someone has to find the right template in a system only a developer can modify. That wait adds up, especially across millions of policyholders.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit on the claim document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Stefanie,<br><br>Following up on what I sent about claim document templates.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving off their legacy system. The bigger shift was operational: the people who know what the documents should say started handling updates directly, without an IT ticket.<br><br>That matters at Travelers scale. With millions of claim notices going out, a one-week delay on a template change because of a developer queue can ripple across a lot of policyholder touchpoints. Regulatory language update, new state requirement, adjusted claim process, all of those have to move fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Stefanie
Hi Stefanie,<br><br>Sent you a couple of notes about claim document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Stefanie, appreciate you connecting. I sent a few emails over the past couple weeks around the IT dependency piece I mentioned, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side and off developer queues. Optum did it across 200+ templates, with BCBS and Humana on the same platform.
Given your role sitting at the intersection of claims product and operations, that kind of ownership shift tends to matter more than it might look like on paper.
Happy to reconnect here if the timing ever works.
Chris
Tara Kennedy
VP, Generative AI Business Strategy
operations · vp
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Angle: AI Claim Assistant & Innovation Jam leadership
Hooks: Your leadership in launching the industry-leading agentic AI Claim Assistant with OpenAI, Focus on moving beyond process automation to reimagining operational models via the annual Innovation Jam, The goal of balancing innovation with operational stability in insurance operations
posture: peer CTA: soft type: problem_first
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Subject: Document layer + AI at Travelers
Hi Tara,<br><br>Chris here from MHC Automation.<br><br>Given your role leading GenAI business strategy at Travelers, I wanted to ask about something that comes up a lot in conversations like yours. With AI moving fast across underwriting, claims, and customer service, was wondering if the document production layer is keeping up, or if it's quietly becoming the bottleneck that slows everything down.<br><br>The pattern I see at carriers your size: the AI investments are real, the intent is there, but the documents that need to go out to millions of policyholders still flow through a legacy composition system that only developers can touch. New AI-driven workflows get built, and then they hit the document layer and slow down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation
Hi Tara,<br><br>One more thought on the document layer piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side owns changes directly, without IT in the middle of every update.<br><br>For a carrier at Travelers' scale, with millions of policyholders across commercial, personal, and specialty lines, that kind of flexibility matters especially when a regulatory change or a new AI-driven workflow needs to surface in a customer-facing document fast. If the template still requires a developer, the speed you're building on the AI side doesn't make it all the way to the policyholder.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Tara
Hi Tara,<br><br>Sent you a couple of notes about document infrastructure at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as your AI rollout scales, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use NorthStar to modernize without vendor lock-in. · Asset: UNLOCK1.PDF
Tara, thanks for connecting. Sent you a few emails about the document infrastructure gap in the modernisation work, so figured I'd follow up here instead.
At MHC we help insurers move template ownership to the business side so document changes don't sit in an IT queue while everything else moves forward. Guardian and Allstate are both running on it now, specifically to avoid the vendor lock-in that tends to come with legacy CCM platforms.
Worth a quick conversation to see if any of this is relevant?
Chris
Lisa Caputo
EVP & Chief Marketing, Communications & Customer Experience Officer
operations · c_level
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Angle: strategic customer experience modernization
Hooks: Mention her 2025 Financial Narrative 50 award and recent 'Who Cares' brand platform success., Reference her focus on 'Big M marketing' and blending innovation with empathy in CX., Connect the strategic goal of 'Modernizing Marketing: Balancing Legacy and Relevance' to document automation.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Travelers scale
Hi Lisa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer experience at Travelers, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders across commercial, personal, and specialty lines, are your communications teams still waiting on IT every time a declaration page, renewal notice, or claims letter needs to change?<br><br>At Travelers' volume, that dependency adds up fast. A regulatory update hits one state, a brand refresh rolls out, a CX initiative requires new document language, and suddenly there's a queue. The people who know what the document should say aren't the ones who can touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on customer-facing document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck (Documaker)
Hi Lisa,<br><br>One more thought on the document ops piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM now. The pattern at both carriers was the same: business teams had document change requests stuck in IT backlogs, and at their scale that created real lag on regulatory updates and customer experience rollouts.<br><br>After moving to MHC, the compliance and comms teams started handling template changes directly. The wait disappears. When a state filing requirement changes or a CX initiative needs new language on renewal notices or declarations pages, the change happens the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Lisa
Hi Lisa,<br><br>Sent you a couple of notes about document ops at Travelers. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become a friction point in your CX modernization work, feel free to reach out.
Proof: Guardian and Allstate (T2 metrics) · Asset: UNLOCK1.PDF
Hey Lisa, appreciate you connecting.
I sent a few emails over the past couple of weeks, so you probably have some context on MHC. The short version is we help insurers move template ownership off IT queues and onto the business side. Given Travelers' scale, the Documaker dependency piece I mentioned tends to be where teams feel it most, especially when communications need to move fast.
Guardian and Allstate both cut their template change cycles significantly after making the switch, which is what made me think it was worth reaching out.
Worth a quick conversation to see if any of this is relevant?
Chris
JPMorganChase
jpmorganchase.com
· fintech_financial_services
· New York, US
Global financial services firm and the largest bank in the United States by total assets.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the w…
LinkedIn headcount: 225,325
LinkedIn profile for Alex Dorogi confirms Oracle Documaker RP bill publishing integration alongside SmartComm signals; Prabha Mareddy profile links firm to Oracle Documaker, Quadient Inspire, and OpenText Exstream.
LLM classification: Financial Services HIGH
Tier 1 score 84
Rodney
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
HG Insights
Quadient Inspire ⭐
HG Insights
Thunderhead SmartComm ⭐
MEDIUM
HG Insights
⚡ Competitor case study found:
OpenText
Chase Bank utilizes OpenText Intelligent Capture for high-volume mortgage document scanning (over 1 billion pages) and identified a 37-year archival requirement.
Strategic Initiatives
- American Dream Initiative to expand local economic opportunity and small business support., 10-year, $10 billion direct investment plan for sectors critical to US interests (defense, AI, energy).
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: regulatory_pressure
Sub-vertical: Banking
Awareness: stage_3
Scale: mega — consumers and small business clients 94 million
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections
Best proof: T1_named: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- leadership_change: Jennifer Piepszak named Chief Operating Officer (COO) succeeding Daniel Pinto.
- hiring: Active recruitment for 'Agility Lead - Client Onboarding & Documents Engineering (CODE)' in Jersey City.
- leadership_change: Doug Petno elevated to Co-CEO of Commercial & Investment Bank; John Simmons promoted to Co-Head of Global Banking.
Web Research Finding MEDIUM
LinkedIn profiles show Documaker experience at JPMC (Alex Dorogi - architected integration with Documaker RP bill publishing). Also Thunderhead/SmartComm signals from other profiles. Large enterprise likely runs multiple CCM platforms.
Action: UPDATE VENDOR
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
1
Current
1
Past
True
Contacts (12)
completed: 8 paused: 4
0 active · 0 🔗
Sasha Lucas
Managing Director, Head of Digital Channels
operations · c_level
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📋 GUASP3.PDF
Angle: strategic digital roadmap & AI investment
Hooks: one-year anniversary as Head of Digital Channels at Chase, focus on investing in AI to raise the bar on intuitive, personalized customer experiences, experience leading digital operations for 100M+ customers at Verizon
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at JPMorgan
Hi Sasha,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital channels at JPMorganChase, I wanted to ask about something we see come up a lot at global banks your size. With the kind of AI and digital investment you're driving, is the document layer keeping up, or is it still a developer dependency every time something needs to change?<br><br>At your volume, that bottleneck adds up fast. Client-facing documents like account statements, regulatory disclosures, and trade confirmations often sit on older composition platforms where a business-side change still requires an IT ticket and a developer who knows the system. That slows things down in ways that don't show up on a roadmap until they do.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer moving at the same pace as the rest of your digital build-out. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hi Sasha,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The reason that mattered to them is the same reason it tends to matter at scale: when a regulatory disclosure requirement changes, or a product communication needs updating, the business team makes the change directly. The wait disappears.<br><br>At a firm running JPMorgan's volume of client and counterparty communications, that kind of speed compounds. A regulatory change that used to be a two-week developer project becomes a same-day update. That applies across account statements, trade confirmations, loan packages, compliance disclosures, all of it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Sasha
Hi Sasha,<br><br>Sent you a couple of notes about document infrastructure at JPMorganChase. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point as the digital roadmap moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: GUASP3.PDF
Sasha, glad to be connected. I sent a few emails recently around the IT dependency piece on document templates, and figured LinkedIn might be a better place to continue the conversation.
At MHC we help firms like JPMorganChase move template ownership to the business side, off the developer queue. HSBC went through a similar shift managing over 100 templates, and it's something we've also worked through with Fidelity and Santander.
Happy to reconnect here if the timing ever works.
Rodney
Guy Halamish
Chief Operating Officer, Commercial & Investment Bank
operations · c_level
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📋 CSFIN1.PDF
Angle: AI-led modernization mandate for CIB operations and client onboarding.
Hooks: Recent promotion to CIB COO with a mandate to integrate AI across markets and payments., Focus on end-to-end transformation in client onboarding and credit processing., 20-year veteran status at JPMC with prior leadership in Digital Platform Services.
posture: peer CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at JPMorgan CIB
Hi Guy,<br><br>Rodney here from MHC Automation.<br><br>I work with COOs and operations leaders at global financial institutions, and I wanted to reach out because something keeps coming up at banks your size that I thought might be relevant to you.<br><br>Given your role overseeing CIB operations, I was curious whether document template changes for things like client onboarding kits, trade confirmations, or regulatory disclosures still require a developer to touch the system. At institutions running older document platforms, that dependency tends to become a real drag, especially when your engineering teams are supposed to be focused on higher-value work like AI integration.<br><br>With JPMorgan's push to maximize AI's impact across CIB, the document layer tends to be the part of the stack that doesn't get modernized at the same pace. The result is $150K+ engineers spending time on template maintenance instead of the work you actually hired them to do.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your engineering bench for the work that moves the needle. If you're not the right person on this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Developer scarcity is the bottleneck for your AI-led transformation, as legacy doc systems like Documaker trap $150K+ engineers in template maintenance instead of high-value AI integration.
Hi Guy,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>Wanted to share a relevant example. HSBC modernized between 100 and 200 complex templates on MHC NorthStar CCM, including SWIFT-integrated trade reports and letters of credit. The goal was straightforward: get developers out of the day-to-day change path without losing the controls that compliance and risk require.<br><br>Once business users could handle template updates directly, the queue of IT tickets for document changes stopped being a project management problem. Changes that used to require a sprint cycle started happening the same day.<br><br>That's the part that matters most when you're trying to move fast on AI-led client onboarding or respond to a regulatory disclosure update across a large portfolio of client documents.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your mission to 'maximize AI impact' in client onboarding is blocked if every onboarding kit or regulatory disclosure change requires an IT ticket; shift to business-user self-service to free up your engineering bench.
Subject: One more thing, Guy
Hi Guy,<br><br>Sent you a couple of notes about document infrastructure at JPMorgan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point in your AI modernization work, feel free to reach out.
Proof: HSBC modernized 100-200 complex templates and SWIFT-integrated reports using Northstar to eliminate developer dependencies and accelerate digital output. · Asset: CSFIN1.PDF
Hey Guy, thanks for connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so figured I'd reach out here too.
At MHC we help financial services firms get template ownership off the developer queue so engineering capacity goes toward higher-value work. HSBC moved through 100-200 complex templates and SWIFT-integrated reports to cut that dependency entirely, which gave their dev teams room to focus on the actual transformation roadmap.
If any of this lands, feel free to reach out whenever.
Rodney
Michael Urciuoli
CIO and Chief Data & Analytics Officer, Asset & Wealth Management
operations · c_level
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📋 CSFIN1.PDF
Angle: AI-driven context-rich architecture and developer productivity
Hooks: Your 2026 Emerging Tech Trends report on context-driven architecture, The 83% reduction in research time achieved by the Connect Coach AI co-pilot, The JPMC 'Tech for Social Good' initiative using AI to combat food insecurity
posture: peer CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at JPMorganChase
Hello Michael,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology and data across Asset and Wealth Management at JPMorganChase, I wanted to ask about something that comes up a lot with CIOs at firms your size. Is the document layer keeping pace with the broader AI and developer productivity push, or is it one of those things that keeps pulling engineering time away from higher-priority work?<br><br>At the scale JPMorganChase operates, client-facing documents like account statements, regulatory disclosures, portfolio reports, and trade confirmations are pulling from a half-dozen different systems. When something needs to change, whether it's a compliance update or a new product communication, it still lands on a developer. That's a slow path when your teams are trying to move fast on everything else.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your engineering capacity for the work that actually moves the needle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hello Michael,<br><br>One more thought on the developer capacity piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Before that, every template change was an IT project. After, the business side handles routine updates directly and IT stops being the bottleneck for document changes.<br><br>That matters more when you're trying to build an AI-driven, context-rich architecture across wealth and asset management. If the document layer still requires a developer for every change, it creates drag on the teams you need focused elsewhere. Client reports, regulatory disclosures, account statements, those documents need to move at the same pace as the rest of your infrastructure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One resource before I go quiet
Hello Michael,<br><br>Sent you a couple of notes about document infrastructure at JPMorganChase. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction on your AI and developer productivity roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Appreciate you connecting, Michael. Sent you a few emails recently around the IT dependency piece on document changes, so figured LinkedIn made more sense for a quick note.
At MHC we help firms like JPMorganChase move template ownership off developer queues to the business side. HSBC ran a similar play across a couple hundred SWIFT-related templates and got those changes out of IT backlogs entirely.
If any of this lands, feel free to reach out whenever.
Rodney
Larry Feinsmith
Head of Global Technology Strategy, Innovation & Partnerships
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic oversight of JPMC's $17B+ tech budget and emphasis on 'future-proofing' operations under the new COO leadership
Hooks: your role leading the Global Technology Operating Committee and the recent focus on context-driven architecture in the 2026 Tech Trends report, JPMC's massive scale of 44,000 developers and the mandate to remove bureaucracy while maintaining controls, as discussed during Innovation Week, the firm's commitment to 'future-proofing' operations following Jennifer Piepszak's transition to COO and the $19.8B tech budget for 2026
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) or BoA/PNC scale references for mission-critical document operations · Asset: CUSTOM1.PDF
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Gill Haus
Chief Information Officer, Consumer & Community Banking
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic_modernization
Hooks: Directing the 'CODE' (Client Onboarding & Documents Engineering) initiative to solve agility gaps in document delivery., Overseeing a $7B technology budget focused on shift-left engineering and automated end-to-end software delivery., Recent focus on migrating consumer infrastructure to cloud blueprints to handle the scale of 86M+ customers.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at JPMorgan scale
Hello Gill,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology for Consumer and Community Banking at JPMorgan, I wanted to ask about something we see come up often at institutions your size. Does document template management still route through developers, even for routine changes to client-facing communications like account statements, regulatory disclosures, or loan documents?<br><br>At mega-scale, that dependency compounds fast. A single regulatory change can mean hundreds of template variants across product lines, and if the only people who can touch them are developers, the queue backs up before compliance even finishes writing the requirement.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see how we can help reduce that developer dependency on the document side. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hello Gill,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly now. The people who know what the document needs to say are the ones making the update, with controls in place.<br><br>At JPMorgan's volume, that matters in a different way. A disclosure change that touches millions of client communications can't sit in an IT backlog waiting for a developer who knows the legacy system. The compliance team needs to move the same day the requirement is finalized.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Gill
Hello Gill,<br><br>Sent you a couple of notes about document infrastructure at JPMorgan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Gill, good to be connected. I sent a few emails recently about getting document changes off the developer queue, so you probably have some context on what MHC does for FinServ teams in that space. ING Poland moved around 600 templates to business-side ownership without routing changes through IT, and HSBC ran a similar shift across their SWIFT-connected template library. Given the scale JPMorganChase operates at, I figured that story might land differently than most. Worth a quick conversation to see if any of this is relevant?
Rodney
Lorrie Whitelock
Executive Director - Client Onboarding & Documentation
operations · vp
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: document-heavy onboarding transformation
Hooks: 9+ year tenure at JPMC across documentation and onboarding leadership, Experience managing 42-member teams across locations for records and imaging management, Current focus on the 'Digital Document Services' (DDS) global platform rollout
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
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Edward Sepulveda
Vice President, Global Document Services
operations · vp
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: document telemetry and global document engineering leadership
Hooks: Your focus on making decisions based on actual telemetry for global document services, JPMC's active search for an Agility Lead in Documents Engineering, Management of global document standards following the COO transition to Jennifer Piepszak
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: Don't just migrate Documaker to the cloud; use it as a chance to eliminate the IT bottleneck for template changes.
Subject: —
—
Proof: HSBC managed 100-200 templates and SWIFT reporting without the typical developer backlog. · Asset: CSFIN1.PDF
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James Reid
CIO, Employee Experience and Corporate Technology
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CSFIN1.PDF
Angle: strategic workforce modernization and architectural efficiency
Hooks: your role as the first Black CIO at JPMC and your leadership of the Employee Experience and Corporate Technology organization, your previous background as Head of Engineering and Architecture and focus on removing friction for JPMC engineers, recent hiring activity for Agility Leads in Documents Engineering at Chase
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_simplification
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
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Janet Yoo
Executive Director, Head of Communications, Commercial & Specialized Industries
operations · vp
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: Strategic Communication & Stakeholder Engagement
Hooks: Your 6+ year tenure leading communications for Commercial & Specialized Industries at JPMC, Expertise in strategic communications and stakeholder engagement for the financial services sector, The recent leadership shift with Jennifer Piepszak taking over as COO
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: HSBC managed 100-200 templates and SWIFT communications using MHC. · Asset: CSFIN1.PDF
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Lori Beer
Global Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic technical debt management
Hooks: Ongoing hiring for 'Agility Lead - Client Onboarding & Documents Engineering' (CODE) to optimize document delivery cadence., Managing a $19.8B technology budget with a stated priority on avoiding vendor lock-in to reduce concentration risk., Current use of Oracle Documaker for statements and regulatory disclosures at a mega-scale environment of 63M digital customers.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: architecture lock-in risk
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CUSTOM1.PDF
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Pablo Rodriguez
Managing Director - Chief Communications Officer - Chase
operations · vp
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: strategic communications & reputation
Hooks: Your 2026 town halls focusing on 'listening over talking' and local small business impact., Leadership in grounding new team members via 'Chase Comms Camp' to protect brand reputation., Managing narrative across the CCB portfolio, including card plastics scale and virtual banking field teams.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change.
—
Reframe: business-user self-service
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
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Sri Shivananda
Global Head of Technology, J.P. Morgan Payments
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CSFIN1.PDF
Angle: Payments tech leadership shift and platform scale
Hooks: Transition from firmwide CTO to lead technology for the $18B+ Payments division, Overseeing a team of 8,000+ technologists processing $10T in daily payments, Focus on building 'foundational platforms' to reduce developer friction (per recent LinkedIn activity)
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
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Pain angle: Oracle Documaker developer scarcity in mega-scale payments operations
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Reframe: Modernize document architecture to support real-time payments velocity without the legacy IT bottleneck
Subject: —
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Proof: HSBC utilized MHC to manage 100-200 templates with SWIFT integration, enabling faster regulatory disclosure cycles. · Asset: CSFIN1.PDF
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Acuity Insurance
acuity.com
· insurance
· Sheboygan, US
Regional property and casualty insurer providing coverage for individuals and businesses in over 30 states.
“In business since 1925, we protect individuals, families, and businesses with innovative insurance products.”
Acuity Insurance is a leading provider of insurance solutions, delivering exceptional coverage and customer service to individuals and businesses in over 30 states. With over $3 billion in annual written premium, the insurer manages assets exceeding $8.5 billion. Headquartered in Sheboygan, Wisconsi…
LinkedIn headcount: 1,723
LinkedIn profiles for current Document Composition Developers (Logan Velier, Marissa Garcia) explicitly state 'The bulk of my work is in OpenText Exstream' for policy print jobs. Case studies from ValueMomentum confirm modernization to the OpenText Exstream CCM platform.
Tier 1 score 82
Chris
⭐ OpenText Exstream
1001_5000 employees · 1b_plus
Technology & Competitors
OpenText Exstream ⭐
MEDIUM
HG Insights
Guidewire
HG Insights
⚡ Competitor case study found:
OpenText Exstream
Acuity worked with ValueMomentum to implement an enterprise-wide architecture for OpenText Exstream, automating customer correspondence and adding an e-delivery invoice system.
Strategic Initiatives
- Modernization of Customer Communications Management using OpenText Exstream
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_3
Scale: mid — policyholders 400,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B) use NorthStar CCM for mission-critical insurance output.
Live Signals (leadership, M&A, events)
- leadership_change: Melissa Winter promoted to President and CEO
- concluding a multi-year succession plan.
- leadership_change: Wally Waldhart appointed EVP and Chief Underwriting Officer; Wendy Schuler appointed EVP and CFO.
- growth: Company reported reaching $3 billion in annual written premium.
Web Research Finding HIGH
CONFIRMED: Press release - Acuity modernized CCM to OpenText Exstream with ValueMomentum as services partner. Converted 1100+ forms to Exstream Empower Editor. Covers claims billing loss control marketing premium audit and customer service.
Action: UPDATE VENDOR
CCM People Intelligence (from LinkedIn profiles)
4
Total CCM staff
3
Current
1
Past
True
Contacts (7)
active: 7
7 active · 0 🔗
Jamie Loiacono
Vice President - Claims
operations · vp
active
primary
– none
✉ jamie.loiacono@acuity.com
● valid
champion
seq 1
step 1/3
📋 UNLOCK1.PDF
Angle: Acuity's Claims Excellence & Technology Integration
Hooks: Mentioning their recent 2026 CRASH Network National Honor Roll recognition for claims service., Acknowledging your focus on integrating 'Next Generation' claims apps with ECM systems like IBM DataCap and Content Manager., Referencing the straight-through processing success for auto claims using the Smart Estimate process.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs at Acuity
Hi Jamie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at Acuity, I wanted to ask about something that comes up a lot at P&C insurers your size. When a change needs to happen on a claims correspondence template, does that still require going through IT and waiting on a developer to touch the system?<br><br>We see this constantly in claims ops. A regulatory update hits, or a process change rolls out, and the team that actually owns the communication has to file a ticket and wait. The people who know what the letter should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team move faster on correspondence without creating a bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Jamie,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing I should have included: the pattern we see after insurers make a move like this is pretty consistent. The claims team stops waiting on IT for every correspondence update. Changes that used to take weeks happen the same day, with approval workflows still in place.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls.<br><br>For Acuity specifically, I noticed your team has been focused on Claims Excellence and technology integration. That kind of initiative usually surfaces the document layer as a friction point, especially when claim correspondence has to go out accurately and fast across your full policyholder base.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to avoid IT scarcity and ensure business-user self-service for claim correspondence.
Subject: One last thing, Jamie
Hi Jamie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Jamie, glad to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you've got the context already. At MHC we help insurers move template ownership off the developer queue and onto the business side. Acuity is actually already in the mix with companies like Guardian, Allstate, and Intact who've made that shift, so there's some familiarity with what this looks like in practice.
Happy to reconnect here if the timing ever works.
Chris
Nicole Jaworski
General Manager - Business Systems
operations · director
active
primary
– none
influencer
seq 22
step 1/3
📋 UNLOCK1.PDF
Angle: strategic business systems leadership
Hooks: Experience aligning cross-functional teams with corporate strategy, specifically in bridging the gap between vision and execution., Your role overseeing the 'Business Systems' lattice during Acuity's record-setting $3B premium growth and recent leadership transition under Melissa Winter., Acuity's established use of OpenText Exstream for document automation, particularly around the 1,100+ forms modernized via the Empower Editor.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Nicole — template changes at Acuity
Hi Nicole,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing business systems at Acuity, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory change hits, or a claims correspondent needs to update language on a letter, does that still require going through IT and waiting on a developer who knows the template system?<br><br>At carriers managing large policyholder bases, declarations pages, renewal notices, and claims correspondence tend to pile up as IT tickets. The business side knows exactly what needs to change, but they can't touch the templates. So the queue grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce the IT dependency on document changes at Acuity. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Nicole,<br><br>Following up on what I sent about the IT bottleneck on template changes.<br><br>I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see: an insurer moves to MHC, the compliance and ops teams start managing templates directly, and the wait disappears. No ticket, no developer, same day.<br><br>That matters most when a state regulatory change has to propagate across declarations pages, endorsements, and renewal notices fast. With your policyholder base, even a small delay in getting updated documents out creates real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Nicole
Hi Nicole,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity is recognized for communication excellence, but as premium volume nears $3B, the internal strain of managing 1,000+ complex templates (declarations, claims correspondence, renewals) often creates a 'template tax' on IT resources. · Asset: UNLOCK1.PDF
Hey Nicole, good to be connected.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, so I won't rehash that here. At MHC we help insurers get template ownership off the IT queue and into the hands of business teams directly.
One carrier we work with was managing 900-plus templates through a shared IT backlog. Once business users could handle changes themselves, the queue pressure dropped significantly and turnaround on correspondence updates went from weeks to days.
If any of this lands, feel free to reach out whenever.
Chris
Keith Baierl
VP - Enterprise Technology
engineering · vp
active
primary
– none
decision_maker
seq 23
step 1/3
📋 UNLOCK1.PDF
Angle: leadership transition and platform legacy
Hooks: your recent promotion to VP - Enterprise Technology and Marcus Knuth's retirement, Acuity's consolidation of 1,100+ forms into OpenText Exstream with ValueMomentum, reaching the $3 billion annual written premium milestone
posture: peer CTA: soft type: differentiation_led
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Subject: Document platform bottleneck, Acuity
Hi Keith,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise technology at Acuity, I wanted to ask about something that comes up a lot at P&C insurers your size. Is every document template change still a developer project, or has your team found a way to get the business side making those updates directly?<br><br>The pattern I see pretty often: compliance or communications needs to update a policyholder notice, a declarations page, an endorsement. But the template lives in a system only a developer can touch. So it becomes a ticket, a queue, a wait. At your member volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Keith,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Essilor ran into something similar across their global locations. They reduced their template library by 60% and cut infrastructure costs by 65%. Straight-through processing went from 25% to 98% in three months. A lot of that came from removing the developer from the day-to-day change path.<br><br>The setup that tends to work: your compliance or communications team makes the change directly, within controls IT has already signed off on. No ticket gets written. The update goes out the same day.<br><br>That's what MHC NorthStar CCM does differently. It removes the bottleneck without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Keith
Hi Keith,<br><br>Sent you a couple of notes about document infrastructure at Acuity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Keith, glad to be connected.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers move that ownership to the business side, off the developer queue entirely.
We work with a handful of carriers you'd recognise, Allstate and Intact among them, and have built out a decent footprint across mid-market insurance specifically.
If any of this lands, feel free to reach out whenever.
Chris
Bryan Seiter
Principal Strategist - Commercial Transformation
operations · director
active
primary
⏳ pending
influencer
seq 13
step 2/3
📋 UNLOCK1.PDF
Angle: recent promotion and transformation focus
Hooks: Promotion to Principal Strategist for Commercial Transformation in April 2026, History leading innovation at Main Street America and American Family, Current Ph.D. studies in Industrial Organizational Psychology at GCU
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Acuity
Hi Bryan,<br><br>Chris here from MHC Automation.<br><br>Given your role in commercial transformation at Acuity, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory change hits or a form needs updating, does that still require going through a developer to touch the template, or has your team found a way around that?<br><br>It's a common friction point at P&C carriers. Declarations pages, endorsements, renewal notices, certificates of insurance, the documents that go out to your policyholder base at volume, tend to live in systems only IT can access. So when the business side needs a change, it becomes a ticket, a queue, and a wait. That slows down the kind of transformation work you're likely trying to accelerate.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as you're modernizing your communications stack. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Bryan,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric I can point to. What I can tell you is the pattern we see consistently. An insurer moves to MHC NorthStar CCM, the compliance or communications team starts managing templates directly, and the wait for a developer to make a change to a declarations page or endorsement just stops happening.<br><br>With your member base at Acuity and the transformation work you're leading, the bottleneck tends to show up most during regulatory changes or product updates, when multiple document types need to go out accurately and fast. The ticket-and-wait model doesn't hold up under that kind of pressure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Bryan
Hi Bryan,<br><br>Sent you a couple of notes about document infrastructure at Acuity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your transformation work, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Good timing on the connection, Bryan.
Sent you a couple of emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck when business teams need template changes pushed through. At MHC we help insurers move that ownership to the business side, off the developer queue. Allstate and Intact have both gone through that shift, and the pattern tends to look similar across commercial transformation programs.
Happy to reconnect here if the timing ever works.
Chris
Jennifer Raml
Information Technology Manager (Enterprise Document Strategy)
engineering · manager
active
primary
⏳ pending
decision_maker
seq 11
step 2/3
📋 ULTIMA1.PDF
Angle: Current cloud migration lead for OpenText Exstream document strategy.
Hooks: Directing Acuity's large-scale migration of customer-facing contracts and documents from legacy systems to the cloud., Leading a blended onshore/offshore team to manage 20+ years of P&C document complexity., Translating complex business/regulatory requirements into clear technical specifications for Exstream.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document strategy during your Exstream migration
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role leading document strategy at Acuity, I wanted to ask about something we see come up a lot during cloud migrations. When your team is moving CCM infrastructure, does every template change still require a developer in the loop, or have you found a way to hand that off to the business side?<br><br>The reason I ask: migrations like this tend to surface a bottleneck that was always there but gets harder to ignore. The dev queue for document changes stays full, and the people who actually know what the documents should say are waiting on tickets instead of making updates themselves. At Acuity's size, that friction adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's anything useful in how other insurers have handled this. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes (OpenText) and the architect's burden of managing developer scarcity during a high-stakes cloud migration.
Hi Jennifer,<br><br>One more thought on the template ownership piece I mentioned.<br><br>We worked with Guardian Life and 25+ other major insurers on exactly this. The ones going through a platform migration had the same issue: change cycles that should take a day were taking weeks because every update had to go through a developer who knew the system.<br><br>After moving to MHC NorthStar CCM, those insurers got their compliance and ops teams making template changes directly. IT stopped being the bottleneck for day-to-day document updates, and the migration itself got cleaner because there were fewer urgent change requests piling up mid-project.<br><br>That matters especially during a migration window, when your dev capacity is already stretched.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Move toward business-user self-service to reduce the IT ticket queue, especially critical as Acuity hits $3B in premium and document volume scales.
Subject: One last thing on document ops
Hi Jennifer,<br><br>Sent you a couple of notes about document template ownership during your CCM migration at Acuity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the migration, feel free to reach out.
Proof: MHC helped Guardian and 25+ other major insurers modernize their document ops, often reducing template change cycles from weeks to days. · Asset: ULTIMA1.PDF
Hey Jennifer, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes and the developer capacity piece during your cloud migration. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian and a number of other major carriers used that approach to pull template change cycles from weeks down to days, which freed up their architects to stay focused on the migration work.
If any of this lands, feel free to reach out whenever.
Chris
Trisha Krautkramer
Vice President - Product & Marketing
operations · vp
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 ULTIMA1.PDF
Angle: recent promotion and growth strategy
Hooks: Congratulations on your promotion to Vice President - Product & Marketing as part of the 2026 leadership transition., With Acuity reaching $3 billion in annual written premium, the scale of policy documentation for 40,000 agents is likely at an all-time high., Your background as GM of Communications and Branding gives you a unique lens on how template quality directly impacts the 'elevated agent and customer experience' goals you're now guiding.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Template changes at Acuity
Hi Trisha,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Product and Marketing at Acuity, I wanted to ask about something that comes up a lot with insurers your size. When your team needs to update a policyholder-facing document, does that still require going through IT and waiting on a developer to make the change?<br><br>It's a common friction point. The product and marketing folks know exactly what needs to change on a renewal notice or declarations page, but the path to getting it done runs through a developer queue. With your member base, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your product team move faster on document changes without IT being the bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Trisha,<br><br>Following up on what I sent about template ownership at Acuity.<br><br>One thing worth sharing: at Guardian Life and Allstate, the pattern we see consistently is that once business users can manage templates directly, roughly 90% of the day-to-day document change work stops flowing through IT. Compliance makes the update. Marketing adjusts the language. The ticket never gets written.<br><br>That matters most when a regulatory change hits and policy notices, endorsements, or cancellation letters have to go out accurately to a large policyholder base fast. On most legacy CCM platforms, that's still a developer project. On MHC NorthStar CCM, the people who know what the document should say handle it directly, with approval workflows built in.<br><br>Given that Acuity already invests in high-end automation, I'd think the appetite is there to take that further on the document side. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to bypass IT developer scarcity.
Subject: One last thing, Trisha
Hi Trisha,<br><br>Sent you a couple of notes about document template ownership at Acuity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity already values high-end automation, but MHC's T2 Insurance track record (Guardian, Allstate) shows how to offload 90% of template maintenance from IT back to your Product team. · Asset: ULTIMA1.PDF
Trisha, appreciate you connecting. Sent a few emails about the IT ticket bottleneck on template changes, so figured I'd say hello here too.
At MHC we help insurers move template ownership off IT queues and back to the business side. Guardian and Allstate both shifted around 90% of template maintenance away from IT, which tends to matter a lot for product teams trying to move faster without filing a ticket for every change.
Happy to reconnect here if the timing ever works.
Chris
Sam Manegold
Enterprise Architect
engineering · director
active
primary
⏳ pending
decision_maker
seq 12
step 2/3
📋 ULTIMA1.PDF
Angle: enterprise architecture continuity during executive leadership shifts
Hooks: long-standing tenure at Acuity spanning over 13 years providing deep architectural stability, strategic oversight during the 2026 executive transition to CEO Melissa Winter, expertise in streamlining enterprise-wide customer correspondence systems like Exstream
posture: challenger CTA: soft type: differentiation_led
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Subject: Document layer holding back your roadmap?
Hi Sam,<br><br>Chris here from MHC Automation.<br><br>Given your role as enterprise architect at Acuity, I wanted to ask about something we see come up a lot at P&C insurers your size. Is every document template change, things like declarations pages, renewal notices, endorsements, still routing through IT before it can go out?<br><br>At a lot of insurers with your member base, the document layer becomes a quiet bottleneck. Compliance or ops needs to update a notice, but the system requires a developer to touch it. The change sits in a queue while the business waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Sam,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>I'll be honest with you: we don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across the 60+ insurers on our platform. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait disappears. Changes happen the same day.<br><br>At a P&C carrier your size, that matters most when a regulatory change hits and declarations pages or cancellation notices across your policyholder base have to go out fast. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sam
Hi Sam,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity is already a recognized leader in the space, but mid-market leaders are now moving to Aspire #1 ranked solutions to eliminate document liabilities. · Asset: ULTIMA1.PDF
Sam, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where we play. At MHC we help insurers move template ownership to the business side so those requests stop stacking up in the architecture queue.
Seeing it come up a lot at mid-market carriers right now, with some moving to Aspire-ranked platforms specifically to clear that document liability off the roadmap.
Worth a quick conversation to see if any of this is relevant?
Chris
Humana
humana.com
· healthcare_medtech_pharma
· Louisville, US
A health insurance and integrated care company primarily serving seniors through Medicare Advantage and health services.
Direct corroboration via LinkedIn profiles (e.g., Print Production Specialist Garret Andres) and historical Oracle certification documentation listing Humana as an associated entity. Recent job postings also reference Quadient and OpenText Exstream, indicating a multi-vendor environment or active mi
Tier 1 score 82
Jamie
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Salesforce
HG Insights
Microsoft Azure
HG Insights
Strategic Initiatives
- Opening 20-30 new CenterWell Senior Primary Care centers in 2025 to expand value-based care footprint., Expansion of Medicare Advantage plans into 226 new counties for the 2025 plan year.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: member_experience
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: mega — medical benefit plan members 15,000,000
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Financial Result: Humana Inc. released Q4 2025 results and issued full-year 2026 guidance
- indicating potential shifts in budget allocations for operational modernization.
- Hiring: Active recruitment for Quadient Developer roles in Michigan and Ohio
- suggesting ongoing CCM modernization initiatives.
- Hiring: Job postings for OpenText Exstream Developers found in April 2026
- +1 more
Contacts (41)
active: 17 completed: 18 queued: 6
17 active · 0 🔗
Annie Garcia
Vice President Sales & Member Experience
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: member experience transformation
Hooks: Transition from VP Customer Experience to VP Sales & Member Experience in March 2025, Experience leading Agent and Member Experience teams at Humana, Background in Call Center strategy and Sales Operations at T-Mobile and AT&T
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: compliance/508
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Christy Kessler
Vice President, National Claims Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Documaker complexity & financial signal
Hooks: Current role as VP of National Claims Operations managing broad correspondence scale, Connection to your history in hospital and health care HIT and business process improvement, Reported Q4 net loss pressure driving a need for operational efficiency in claims document ops
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Kristina Bailey
VP, Digital Health Intelligence
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic shift vs. legacy tech debt
Hooks: Current focus on Digital Health Intelligence and AI strategy at Humana, Experience scaling digital products within the Humana/SeniorBridge ecosystem, Strategic shift to exit specific Medicare Advantage markets in 2026 requiring rapid member comms agility
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana entities; Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Kim Leible
Associate Vice President Marketing Operations
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: enterprise CCM modernization and regulatory compliance leadership
Hooks: Directs billions of annual regulated communications at Humana with a focus on accuracy and operational transformation., Recently hired for a Director of Communications Compliance role specifically targeting ADA/508 and member communications., Oversees a multimillion-dollar vendor ecosystem and MarTech modernization, including workflow/MRM and Adobe Campaign.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum managed 200+ templates for BCBS and Humana, while Allied Benefits eliminated $4/doc costs and Natera cut cycle times from weeks to days. · Asset: GUC3E41.PDF
—
Damian Warren
SVP, Chief Digital Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic digital experience transformation
Hooks: Transition to Humana as Chief Digital Officer from U.S. Bank (announced July 2025) to drive connected health experiences., Leading the Consumer Digital Team's focus on connecting customer engagement to business outcomes., Strategic oversight of the 'digital DIY' vision and intelligent member interactions across the lifecycle.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Documaker developer scarcity blocking the 'digital DIY' vision; legacy technical debt and $150K+ specialist costs making member-centric roadmaps slow and expensive to execute.
—
Reframe: Instead of scaling developer-heavy document operations, shift to a modernized architecture that allows business users to self-service template changes, removing DocOps as a DT bottleneck.
Subject: —
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Proof: MHC helped Optum manage 200+ complex templates for BCBS and Humana, while Natera slashed template production from 2.5 weeks to 2 days, accelerating digital agility. · Asset: GUC3E41.PDF
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Jason Ferrell
Chief Design Officer
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic design leadership for member experience
Hooks: your role as Humana's first Chief Design Officer since joining in early 2025, recent WRKSHP26 event focused on the senior citizen healthcare journey, mission to simplify healthcare complexities through user-centered solutions like conversational experiences
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
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Reframe: legacy blocking roadmap
Subject: —
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Proof: Optum managed 200+ templates for BCBS and Humana, streamlining EOB and SBC delivery · Asset: GUC3E41.PDF
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Johnny Bakane
Director, Patient Relations Support Operations
operations · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: document-led operational transformation
Hooks: Your track record driving $155M in savings through post-sale communication transformation, Focus on unifying medical and pharmacy benefit materials into a seamless experience, Experience managing large-scale CRM and IT platform investments for Humana’s digital engagement
posture: challenger CTA: soft type: differentiation_led
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Subject: —
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Pain angle: IT ticket wait times for template changes due to developer scarcity and Documaker legacy architecture.
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Reframe: Business-user self-service to bypass developer bottlenecks and ensure 508/CMS compliance without coding.
Subject: —
—
Proof: Optum (UnitedHealth) migrated 200+ complex templates to MHC to eliminate 2.5-week lead times. · Asset: GUC3E41.PDF
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Priya Nagarajan
Director of Enterprise Architecture
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: Standardizing Data and Modernizing Legacy Healthcare Comms
Hooks: Your success migrating 195 applications to Azure and GCP to drive $20M in savings, Expertise in bridging strategy-execution gaps within SAFe lifecycles, Background in improving speed to market by externalizing business rules and configurations
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Oracle Documaker's developer scarcity creates a bottleneck where simple template changes for EOBs or ANOCs require expensive, specialized resources instead of business-user self-service.
—
Reframe: Enterprise Architecture shouldn't be burdened by document logic locked in legacy code; modern CCM allows for a decoupled architecture where business users own the content without IT tickets.
Subject: —
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Proof: MHC helped Optum manage 200+ complex healthcare templates and enabled Natera to reduce document turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
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Sandy Ganoni
Vice President, National Service Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: operational efficiency in large-scale service delivery and member communications
Hooks: Your leadership of Humana's National Service Operations suggests a focus on scaling member touchpoints like EOBs and SBCs efficiently across markets., Given the recent 4Q25 financial headwinds at Humana, streamlining the high cost of manual document production and print specialist overhead is likely a priority., Noted your background in managing complex service ecosystems where the $150k+ developer cost for Documaker template changes often creates a service bottleneck.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT ticket wait times for document changes and the shrinking pool of expensive Documaker developers ($150K+) needed for EOC/ANOC updates.
—
Reframe: Moving beyond legacy Documaker dependency to empower service teams with self-service tools for compliance-heavy 508/accessibility requirements.
Subject: —
—
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, and enabled Natera to cut turnaround from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
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Senthil Thiagarajan
Senior VP & Chief Information Officer, Humana CenterWell & Military
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic_it_leadership
Hooks: Experience at Citi and Northwestern Mutual managing complex enterprise architecture and digital transformation, Recent appointment as SVP & CIO for CenterWell & Military at Humana, Humana's 2026 strategic shift including exiting specific Medicare Advantage markets
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
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Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Dave Peak
Strategy & Innovation Executive | Founder
operations · vp
completed
primary
– none
influencer
step 0/3
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Subject: document ops at Humana
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Pain angle:
—
Reframe:
Subject: one last thing, Dave
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Proof:
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Kelli Horochov
Director, Customer Experience
operations · director
active
primary
– none
champion
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: Shared Services & Outbound Comms Background
Hooks: Your previous leadership of the Enterprise Shared Services team overseeing outbound communications and branding standards., Experience rebuilding connections between Shared Services, Operations, and IT to optimize resource allocation., Current focus on process and policy implementation for Humana’s contact centers and member experience.
posture: peer CTA: soft type: problem_first
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Subject: Humana member comms + IT dependency
Hi Kelli,<br><br>Jamie here from MHC Automation.<br><br>Given your role in customer experience at Humana, I wanted to ask about something we see come up constantly at health plans your size. When a CMS requirement changes or a member notice needs updating, does your team have to route that through IT and wait on a developer to touch the template?<br><br>At the scale Humana operates, with millions of Medicare Advantage members and now 226 new counties coming online for 2025, that kind of bottleneck adds up fast. Every delayed EOB or ANOC is a compliance exposure and a member experience problem at the same time.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit given where Humana is headed with the MA expansion. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT ticket wait per change for Oracle Documaker templates while developer scarcity for legacy logic ($150K+) continues to shrink the available pool.
Hi Kelli,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly without waiting on a developer queue.<br><br>That matters especially at open enrollment, when every ANOC has to go out on time across millions of members. On most legacy document systems, a single disclosure update is a developer project. That delay hits member experience and creates real compliance exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: The tension between maintaining EOB/ANOC compliance and the heavy IT dependency that bottlenecks every template update, delaying critical member communications.
Subject: One more thing, Kelli
Hi Kelli,<br><br>Sent you a couple of notes about document template management at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, and enabled Allied Benefits to eliminate $4/document in manual costs while processing 1M+ communications. · Asset: GUC3E41.PDF
Kelli, good to be connected.
I sent a few emails recently about the IT ticket wait on Oracle Documaker template changes and the developer availability problem that makes it worse. Didn't want to let the connection go without a quick note.
At MHC we help health plans move template ownership to the business side so changes don't sit in a developer queue. Optum used that approach to manage 200+ templates across BCBS and Humana plans while Allied Benefits cut $4 per document in manual costs across over a million communications.
Worth a quick conversation to see if any of this is relevant?
Jamie
Heather McKnight
Associate VP, Digital Product Management
operations · vp
queued
primary
– none
influencer
seq 73
step 0/3
📋 GUC3E41.PDF
Angle: strategic digital leadership amidst CEO transition and portfolio restructuring
Hooks: Experience managing digital product roadmaps at Humana for 7+ years, Role in digital product strategy during the 2026 plan year county exits and focus on profitability, Expertise in digital product management and member engagement strategies
posture: challenger CTA: soft type: differentiation_led
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Subject: Document templates and your digital roadmap
Hi Heather,<br><br>Jamie here from MHC Automation.<br><br>Given your role in digital product management at Humana, I wanted to ask about something we see come up a lot at large health plans. Does every update to member-facing documents like EOBs, ANOCs, or denial letters still require a developer ticket and a wait, even when the change is relatively straightforward?<br><br>At Humana's scale, with Medicare Advantage expanding into 226 new counties for 2025 and new CenterWell centers opening, that kind of bottleneck can slow down the document layer right when it needs to move fastest. Regulatory notices, enrollment communications, prior auth letters. When those changes have to go through a developer who knows the legacy system, compliance teams are waiting and digital roadmap work gets pushed.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency on IT for document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity ($150K+) for legacy Documaker templates blocking the digital roadmap
Hi Heather,<br><br>Following up on what I sent about document template bottlenecks.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team started managing template changes directly, without writing a ticket every time CMS updated a disclosure requirement.<br><br>That matters especially at open enrollment, when every ANOC and SBC has to go out on time to millions of members. With your MA expansion into new counties, you're adding more plan variations and more state-specific template requirements on top of the existing stack. On MHC NorthStar CCM, the people who know what the document should say are the ones updating it, with approval workflows built in so IT isn't cut out of governance.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern document alternatives to avoid architecture lock-in and address compliance/508 requirements
Subject: One last thing on document infrastructure
Hi Heather,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits ($4/doc eliminated) · Asset: GUC3E41.PDF
Heather, good to have you in the network. I sent a few emails recently about the document infrastructure gap slowing down digital roadmap work, so I won't rehash all of that here.
At MHC we help health plans get template ownership off the IT queue and onto the business side. Optum moved over 200 templates through a similar shift and came out with a much cleaner path for the teams driving their digital work.
Happy to reconnect here if the timing ever works.
Jamie
Mary Strackman
Strategy Lead
operations · manager
queued
primary
– none
champion
seq 76
step 0/3
📋 GUC3E41.PDF
Angle: vendor_oversight_and_compliance
Hooks: Current focus on agile transformation and regulatory adherence at Humana., 30+ years experience in healthcare operations, including claims management and clinical ops., Credentials as a CPCO and CPC, emphasizing a deep understanding of compliance in member communications.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Humana's scale
Hi Mary,<br><br>Jamie here from MHC Automation.<br><br>Given your role on the strategy side at Humana, I wanted to ask about something we see come up a lot at health plans your size. With your Medicare Advantage footprint expanding into 226 new counties this year, I was wondering if updating member-facing documents still requires going through IT and waiting on a developer who knows the system.<br><br>At that kind of scale, that wait adds up fast. EOBs, ANOCs, SBCs, prior authorization notices, enrollment confirmations — any regulatory or plan change has to propagate across all of them. If the only people who can touch those templates are developers, every update becomes a project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Mary,<br><br>One more thought on the document change cycle piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. The compliance team makes changes directly, without routing through a developer first.<br><br>That matters when you're onboarding 20 to 30 new CenterWell locations and expanding MA into new counties at the same time. Every new market means new state-specific language, updated plan details, revised notices. On most legacy document systems, that's a developer project every time. With MHC NorthStar CCM, the people who know what the document should say are the ones who update it, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service_alternative
Subject: One last thing, Mary
Hi Mary,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as the MA footprint grows, feel free to reach out.
Proof: Optum managed 200+ templates and saw significant efficiency gains in document production time. · Asset: GUC3E41.PDF
Appreciate you connecting, Mary.
Sent you a couple of emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue. Figured LinkedIn might be a better place to pick up the conversation.
At MHC we help health plans move template ownership to the business side so changes don't sit in an IT backlog. Optum did this across 200+ templates and saw real gains in how fast they could turn document production around.
Worth a quick conversation to see if any of this is relevant?
Jamie
Dalia Powers
SVP & Chief Information Officer - Digital, Data and Analytics
engineering · vp
active
primary
– none
decision_maker
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: developer scarcity in Humana's digital transformation journey
Hooks: Your recent comments on the 'massive issue' of engineering resource scarcity during digital transformation, Humana's Q1 2026 operational reset and the focus on Medicare Advantage consolidation, Your leadership in scaling cloud-native platforms to serve 1,700+ developers
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up at Humana?
Hi Dalia,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing digital and data at Humana, I wanted to ask something we hear a lot from CIOs at organizations your size. With the Medicare Advantage expansion into 226 new counties this year, is the document layer keeping pace, or is every template change still a developer project?<br><br>At that scale, member communications touch enrollment systems, claims platforms, pharmacy benefit tools, and CMS reporting all at once. EOBs, ANOCs, denial letters, prior auth notices. When a CMS disclosure requirement changes, someone has to find the right template in a system only a developer can touch. That wait is usually the bottleneck no one wants to talk about.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without adding to the developer queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Dalia,<br><br>Following up on what I sent about the document layer piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles template changes directly now. The ticket never gets written.<br><br>That matters especially at open enrollment, when every ANOC and SBC has to go out on time across millions of members. Or when CMS updates a disclosure requirement mid-year and your team has 60 days to reflect it across dozens of template variants. On MHC NorthStar CCM, the people who know what the document should say are the ones making the change, with approval workflows built in.<br><br>With CenterWell expanding and MA coverage growing into 226 new counties, that kind of flexibility becomes a capacity question pretty fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Dalia
Hi Dalia,<br><br>Sent you a couple of notes about the document infrastructure piece at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed over 200 templates including BCBS/Humana-related comms to streamline DocOps. · Asset: GUC3E41.PDF
Dalia, good to have you in the network.
Sent you a few emails recently about the IT dependency piece I mentioned, so you have some context on what we do. At MHC we help health plans get template ownership off developer queues and onto the business side. Optum worked through something similar, consolidating over 200 templates to streamline how their doc operations team handled changes without routing everything back through IT.
Given your scope across digital and data at Humana, figured this channel made more sense than another email. Happy to reconnect here if the timing ever works.
Jamie
Hurkan Balkir
VP, Enterprise Architecture
engineering · vp
active
primary
– none
decision_maker
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: enterprise architecture debt and developer scarcity
Hooks: Experience managing core platforms and application development at Marriott and Experian, Current focus on Enterprise Architecture at Humana amidst Medicare Advantage profit pressures, Likely oversight of legacy tech stacks like Documaker during Humana's push for operational efficiency
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Humana's scale
Hi Hurkan,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture at Humana, I wanted to ask about something we see come up a lot at health plans your size. Is the document layer still a place where your team has to stay involved every time a template needs to change?<br><br>At organizations running millions of member communications, that dependency tends to compound fast. Enrollment notices, EOBs, prior authorization letters, regulatory disclosures. Each one tied to a system that needs a developer to touch it. With Humana expanding MA coverage into 226 new counties this year and standing up new CenterWell locations, the volume of member-facing documents going out the door is only growing.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your architecture team reduce that dependency without rebuilding from scratch. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Hurkan,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without waiting on IT.<br><br>That matters at Humana's scale. When CMS changes a disclosure requirement, every ANOC, every EOB, every prior auth notice going to millions of MA members has to reflect it. On most legacy document platforms, that is a developer project. It does not have to be.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Hurkan
Hi Hurkan,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Appreciated the connect, Hurkan. I sent a few emails recently around the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can own them directly. At MHC we help health plans do exactly that. Optum moved through 200+ templates and cut turnaround from weeks to days without routing changes back through engineering. Given your architecture scope at Humana, that model might resonate or might not, but figured LinkedIn was worth a try.
Happy to reconnect here if the timing ever works.
Jamie
Bobby Mukundan
Senior Vice President and Chief Technology Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: strategic tech leadership
Hooks: your recent appointment as SVP & CTO at Humana to lead enterprise technology strategy and simplify architecture, experience leading massive infrastructure and DevSecOps transformations at CVS Health and JPMorgan Chase, Humana's current focus on reducing administrative friction and streamlining coordinated care experiences
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Humana's scale
Hello Bobby,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CTO at Humana, I wanted to ask about something that comes up a lot at health plans your size. With 226 new counties coming online for 2025 and CenterWell expanding to 20-30 new locations, is the document production layer keeping pace with the rest of your modernization efforts?<br><br>At your volume, that usually means millions of member communications tied to enrollment, benefits, and regulatory compliance. When every template change requires a developer with specialized platform knowledge, that pace gets hard to sustain. ANOCs, SBCs, EOBs, ID cards, prior authorization notices all stacking up in an IT queue.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that technical dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT is struggling with developer scarcity ($150K+ per dev) for legacy Documaker templates, creating a bottleneck for SBC and ANOC updates.
Hello Bobby,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> ran into this exact problem managing 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of consolidation matters when a CMS disclosure change has to propagate across millions of member communications before open enrollment.<br><br>What MHC NorthStar CCM does differently is it removes the developer from the day-to-day change path without removing the controls. Your compliance team makes the change directly, within the guardrails IT sets, and the wait disappears.<br><br>For a plan at Humana's scale, expanding into 226 new counties, that kind of flexibility on ANOCs, SBCs, and enrollment documents is hard to get from a legacy platform. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Enterprise simplicity is impossible when every document change requires an IT ticket; self-service CCM removes technical debt and architectural lock-in.
Subject: One last thing on document infrastructure
Hello Bobby,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed over 200 templates for major payers like BCBS and Humana, while Natera cut update cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Good to be connected, Bobby.
Sent you a few emails about the developer bottleneck on Documaker templates and the cost pressure that creates when SBC and ANOC cycles hit. At MHC we help health plans move template ownership to the business side so those updates stop sitting in a dev queue. Natera got update cycles down from two and a half weeks to two days after making that shift, which is the kind of change that tends to matter when you're looking at where developer time is actually going.
Happy to reconnect here if the timing ever works.
Jamie
Beth RoBards
Associate Vice President, Enterprise Transformation
operations · vp
active
primary
⏳ pending
influencer
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: enterprise transformation leadership and the intersection of digital roadmap execution with legacy document debt
Hooks: Your leadership in Enterprise Transformation at Humana, specifically overseeing large-scale strategic initiatives., Humana's recent Q4 2025 results and the 2026 guidance focusing on operational discipline and transformation., The challenge of maintaining legacy Documaker systems while simultaneously hiring for Quadient and OpenText talent, which complicates the enterprise architecture.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document debt at Humana's scale
Hi Beth,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading enterprise transformation at Humana, I wanted to ask about something that comes up a lot at health plans your size. When your team is trying to move the digital roadmap forward, is document template management one of those things that keeps landing back in the IT queue instead of staying with the business side?<br><br>At Humana's scale, with Medicare Advantage expanding into 226 new counties and CenterWell buildout happening in parallel, the volume of member-facing documents that have to be updated, compliant, and out the door is significant. EOBs, ANOCs, prior auth notices, denial letters. If every change requires a developer who knows the legacy system, the transformation roadmap waits on the document layer.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document production off the critical path for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Beth,<br><br>Following up on what I sent about the document layer sitting on the critical path.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now, without a developer in the loop for every update.<br><br>That matters at your volume. When CMS changes a disclosure requirement, or a new county goes live with its own benefit structure, the old way means someone opens a ticket and waits. With the approach <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> took on MHC NorthStar CCM, the change happens the same day. The people managing compliance own the update, with approval workflows built in.<br><br>Given what Humana is running through 2025, with new markets and new care centers coming online, having that kind of flexibility in the document layer seems like it would take real pressure off the roadmap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Beth
Hi Beth,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on the transformation side, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Beth, glad we're connected here.
Sent you a few notes over email about the IT dependency piece on document template changes. Didn't want to just leave it there.
At MHC we help health plans move template ownership off developer queues and onto the business side. Natera went from two and a half weeks down to two days on template turnaround once that handoff happened, which gives a sense of what that shift can unlock.
Given the transformation work you're leading at Humana, some of that might be relevant at some point.
Happy to reconnect here if the timing ever works.
Jamie
Gopi Palanisamy
Director of Technology
operations · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: enterprise digital transformation & communication modernization
Hooks: Pioneered enterprise-wide implementation of Adobe Experience Manager (AEM) Assets Cloud at Humana, Championed modernization of member communications, specifically consolidating Part C & Part D Smart Summary Statements, Delivered $6M+ in annual savings by improving accuracy and timeliness of benefit communications to 5M+ members
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Humana leveraged advanced CCM to redesign member communications, leading to a 14% increase in plan renewal likelihood and improved satisfaction scores. · Asset: GUC3E41.PDF
—
Jennifer Danner
Manager, Member Communications
operations · manager
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: long-tenured leadership in Humana member communications
Hooks: Your 21-year journey at Humana, particularly leading member communications since 2017, Experience managing personalized, targeted, and actionable member communications recognized by WSJ, Navigating communication strategies for 117B revenue scale and 2026 Medicare Advantage market shifts
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_modernization
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Laura Peace
VP of IT Site Reliability Engineering
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: SRE leadership and stability for mega-scale applications
Hooks: Responsibility for stability and performance across 500+ key IT applications at Humana, Experience driving reliability for Pharmacy, Provider, and Shared Corporate Services, Commitment to keeping the human in engineering and avoiding becoming mere system supervisors
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: IT architecture lock-in risk and the need for business-user self-service to reduce the developer burden
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Liza Espanto
Director of Claims Operations
operations · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Documaker management of claims correspondence and member notices
Hooks: Your focus on accurate and compliant claims processing for Humana's Medicaid and Medicare Advantage lines, Humana's current use of Oracle Documaker for high-volume document automation, Active hiring for CCM-adjacent roles and recent 10.1% revenue growth signals
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The bottleneck of relying on IT tickets for every claim denial letter or member notice template change in Documaker.
—
Reframe: Instead of waiting on scarce IT developers ($150K+ per head) to hard-code 508 compliance and regulatory updates, move template ownership to the claims business unit.
Subject: —
—
Proof: Optum (UnitedHealth Group) managed 200+ complex templates for BCBS and Humana plans while eliminating the IT dependency that typically slows down claims correspondence. · Asset: GUC3E41.PDF
—
Robert Dean
Associate VP, Technology Advancement
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic cloud value & portfolio prioritization
Hooks: your oversight of portfolio and IT prioritization for technology investments at Humana, rethinking portfolio capabilities as the organization shifts to product-based teams and agile workflows, over 11 years across Humana's IT Shared Services and Technology Advancement groups
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Optum manages 200+ templates (including BCBS/Humana-scale volumes) and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Natalia Schuermann
Associate Vice President, Enterprise Architecture Activation
engineering · vp
queued
primary
– none
decision_maker
seq 73
step 0/3
📋 GUC3E41.PDF
Angle: enterprise architecture activation & modernization
Hooks: focus on large-scale technology modernization and custom software development at Humana, experience managing $10M+ budgets and globally distributed technical teams, background in pioneering mainframe migrations and cloud-native Java microservices in AWS
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your modernization roadmap
Hi Natalia,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture activation at Humana, I wanted to ask about something that comes up a lot with teams at your scale. Is the document production layer keeping up with the rest of your modernization efforts, or does it keep showing up as a blocker?<br><br>With Humana expanding into 226 new counties for 2025 and standing up 20 to 30 new CenterWell locations, the volume of member communications that have to go out accurately and on time is significant. ANOCs, EOBs, prior auth notices, enrollment confirmations. At that scale, if template changes still require a developer in the loop, the architecture itself becomes the bottleneck.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Natalia,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That's a meaningful reduction in the number of systems a team has to touch when CMS changes a disclosure requirement or a state updates its adverse action language.<br><br>The part that tends to matter most to architecture teams is how the change actually moves. On MHC NorthStar CCM, the compliance or ops team handles template updates directly, with approval workflows built in. The ticket never gets written. For a plan operating at Humana's scale across hundreds of counties, that kind of speed matters especially when an ANOC or prior auth notice has to go out on time across millions of members.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock-in_risk
Subject: One last thing on document infrastructure
Hi Natalia,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this:<br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as the architecture modernization work moves forward, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, while Natera reduced document cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Natalia, appreciate you connecting. I sent a few emails over the past couple weeks about the IT dependency piece I mentioned, specifically getting template changes off the developer queue and into the hands of the business teams who actually own them.
At MHC we help health plans do exactly that. Natera used it to pull document cycle times from two and a half weeks down to two days, which gives a sense of what moving that work off the IT side can unlock.
Worth a quick conversation to see if any of this is relevant?
Jamie
Michael Massimini
Medicare Advantage Compliance
operations · director
completed
tertiary
– none
champion
seq 50
step 0/3
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Subject: Medicare docs as you expand to 226 counties
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Medicare Advantage Compliance at Humana, I wanted to ask about something we see come up constantly at large MA plans. When CMS changes a disclosure requirement, how long does it take your team to get updated member communications out across all your plan types?<br><br>At your scale, with expansion into 226 new counties for 2025, that's not a small question. EOBs, ANOCs, SBCs, denial letters, prior auth notices, all of those have to reflect current CMS language, on time, across millions of members. If the templates live in a system that requires a developer to touch them, every regulatory update becomes an IT project before it becomes a compliance project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your compliance team move faster on template changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle:
Hi Michael,<br><br>One more thought on the template change piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles updates directly now. The wait disappears.<br><br>That matters especially when a CMS notice requirement hits mid-year and every ANOC or prior auth notice going out to millions of members has to reflect it immediately. On most legacy document systems, that change has to go through a developer who knows the platform before it ever gets to the people who know what the document should say.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>With 20 to 30 new CenterWell centers opening in 2025 and hundreds of new counties added to your MA footprint, the volume of member communications only goes up. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe:
Subject: One resource before I go quiet
Hi Michael,<br><br>Sent you a couple of notes about member communication templates at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as your MA footprint keeps growing, feel free to reach out.
Proof:
Hey Michael, appreciate you connecting.
I sent a few emails over the past couple weeks about the document infrastructure piece, so you have some context on what we do. At MHC we help health plans move template ownership to the business side so compliance teams aren't waiting on IT to push every notice and EOB update.
Optum ran into similar territory and consolidated 200+ templates across multiple plan types into one compliant workflow on MHC, which cleaned up a lot of the coordination overhead.
Happy to reconnect here if the timing ever works.
Jamie
Dick Senkunda
Associate Director, Systems Analysis & Optimization
operations · director
active
primary
– none
champion
seq 4
step 1/3
📋 GUC3E41.PDF
Angle: optimization focus within member communications
Hooks: Current role focusing on Systems Analysis & Optimization for Member Communications at Humana, Experience managing high-volume document workflows including EOBs and SBCs, Background in Predictive Analytics and Data Mining applied to communication systems
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Dick, quick question on member doc changes
Hi Dick,<br><br>Jamie here from MHC Automation.<br><br>Given your role in systems analysis and optimization at Humana, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update a member-facing document like an EOB, SBC, or ANOC, does that change still have to route through a developer before it goes anywhere?<br><br>At organizations running older document platforms, that's usually a multi-week wait. The developers who know those systems are hard to find and expensive to keep. Meanwhile, open enrollment doesn't move, CMS deadlines don't move, and the queue just grows.<br><br>With Humana expanding into 226 new counties for the 2025 plan year and opening new CenterWell locations, that document volume is going up. The same bottleneck at higher scale is a different kind of problem.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on specialized developer resources for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: The developer scarcity tax on Documaker—waiting weeks for simple SBC or EOB template changes because $150k+ Documaker developers are a shrinking pool.
Hi Dick,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams now make template changes directly, without waiting on a developer who knows the platform.<br><br>That matters most when a CMS disclosure requirement changes mid-year and has to reach millions of members accurately and on time. EOBs, ANOCs, SBCs, all of it. On most legacy systems, that's a developer project. On NorthStar, the people who own the content make the change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate to another IT-heavy platform; shift template ownership to your business users to eliminate the IT ticket bottleneck entirely.
Subject: one last thing, Dick
Hi Dick,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth) migrated 200+ complex templates to Northstar, enabling business users to manage BCBS/Humana-level compliance at scale. · Asset: GUC3E41.PDF
Hey Dick, glad you connected.
Sent you a few emails about the Documaker developer dependency piece, getting SBC and EOB changes off the specialist queue and into the hands of the people who actually own the content. At MHC we help health plans do exactly that, so compliance updates don't sit waiting on a shrinking pool of platform engineers.
Optum moved 200+ complex templates to MHC Automation and got to a place where business users handle that kind of compliance work directly, without developer involvement on every change.
Happy to reconnect here if the timing ever works.
Jamie
David McGettigan
SVP, Technology Chief Operating Officer
engineering · c_level
queued
primary
– none
influencer
seq 73
step 0/3
📋 GUC3E41.PDF
Angle: strategic tech operations vs modernization roadmap
Hooks: Recently joined Humana as Technology COO after 17+ years at Pfizer leading enterprise platforms., Your recent comment on the need to scale tech operations while maintaining healthcare quality is timely given the current Medicare Advantage margin pressure., Deep background in large-scale transformational initiatives and shared service models at ExxonMobil and Wyeth.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Humana's scale
Hi David,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing technology operations at Humana, I wanted to ask something we see come up a lot at health plans your size. With the MA expansion into 226 new counties this year, is the document layer keeping up, or is every template change still waiting on a developer who knows the system?<br><br>At Humana's scale, that bottleneck compounds fast. Member communications tied to new plan types, new counties, new CMS requirements, and each update has to route through the same narrow technical path. The people who know what the documents should say are not the ones who can change them.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that dependency between your business and IT teams for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle changes directly now. The wait disappears.<br><br>That matters when you're adding 20 to 30 new CenterWell locations and expanding MA into new counties simultaneously. Every new market means new document variants, new state-specific language, new CMS disclosures. On most legacy systems, that is a developer project, not a business operations project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about document operations at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates (BCBS/Humana context) efficiently by reducing document operation bottlenecks. · Asset: GUC3E41.PDF
Hey David, appreciated the connect.
Sent you a few emails recently about the IT dependency piece, specifically getting template changes off the developer queue and into business hands. Figured LinkedIn might be a better place to pick up the thread.
At MHC we help health plans do exactly that, moving document ownership away from IT queues so ops and comms teams can move faster. Optum got there with 200+ templates by cutting out the operational bottlenecks that were slowing their document teams down.
Worth a quick conversation to see if any of this is relevant?
Jamie
Brett Hudspeth
VP, Core Admin Platforms & Claims Technology and Segment CIO - Medicare
engineering · vp
active
primary
– none
decision_maker
seq 4
step 1/3
📋 GUC3E41.PDF
Angle: strategic platform modernization
Hooks: Your leadership in transitioning Medicare core platforms from legacy hybrid environments to modern cloud architectures at enterprise scale., Leading the strategy for claims processing and value-based healthcare payment platforms within the Medicare segment., The 2026 split of the State Health Plan's Humana Group Medicare Advantage into separate medical and prescription drug plans.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Humana
Hi Brett,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing core admin platforms and Medicare technology at Humana, I wanted to ask about something we see come up a lot at payers your size. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side directly?<br><br>At mega-scale operations, the pattern we see is that member communications, regulatory notices, enrollment documents, all of it flows through developer-dependent systems. When CMS updates a disclosure requirement or a state changes its notice language, the business side knows exactly what needs to change but has to wait on the people who know the system. With millions of Medicare Advantage members across 226 new counties in 2025, that wait compounds fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the developer dependency in your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Brett,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance and ops teams handle template changes directly. IT stops being the bottleneck for day-to-day document updates.<br><br>That matters especially when CMS changes a disclosure requirement mid-year and it has to go out to millions of Medicare Advantage members on time. With your 2025 expansion into 226 new counties, the volume of member communications, ANOCs, SBCs, EOBs, prior authorization notices, only goes up. On MHC NorthStar CCM, the people who know what the document should say are the ones making the change, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Brett
Hi Brett,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates for BCBS/Humana) · Asset: GUC3E41.PDF
Hey Brett, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the business team. At MHC we help health plans do exactly that, so IT isn't the bottleneck every time a letter or notice needs updating.
Optum moved 200+ templates for plans like Humana and BCBS onto the platform and shifted ownership away from developer queues entirely.
If any of this lands, feel free to reach out whenever.
Jamie
Jason Truong
VP, AI & Engineering Services
engineering · vp
active
primary
– none
decision_maker
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: enterprise engineering leadership & infrastructure scale
Hooks: managed 3,800+ staff and 1.2B budget as Interim CTO, oversight of Humana's Cloud strategy and Kubernetes engine, experience leading enterprise automation and SDLC integrations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Humana's scale
Hi Jason,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading AI and engineering at Humana, I wanted to ask about something that comes up a lot at health plans expanding as fast as yours. With 226 new counties added for 2025 and CenterWell growing, is document template management still routing through your developer queue every time something needs to change?<br><br>At your volume, that adds up fast. EOBs, prior authorization notices, member welcome kits, ANOCs, enrollment confirmations. Each one tied to a system that needs an engineer to touch it. When CMS updates a disclosure requirement or a new county goes live, that becomes a developer project, not an ops project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free up your engineering team from routine document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity ($150K+ talent) for Documaker template changes
Hi Jason,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now. The ticket never gets written.<br><br>For a plan at Humana's scale, that matters a lot. When CMS pushes a disclosure update, every ANOC and EOB going to millions of MA members has to reflect it, fast. On most legacy document platforms, that's still a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy CCM as a roadmap blocker for modern AI and engineering services
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed 200+ templates and eliminated high per-document costs by modernizing DocOps · Asset: GUC3E41.PDF
Hey Jason, appreciate you connecting.
Sent you a few emails about the developer time tied up in Documaker template changes, given how scarce that talent is right now. At MHC we help health plans move that work off engineering queues and onto the business side. Optum did something similar across 200+ templates and cut significant per-document costs in the process.
You're running AI and Engineering at Humana, so this may or may not be on your radar as a friction point. Happy to reconnect here if the timing ever works.
Jamie
Sylvester Greenwell
Communications Consultant Team Lead
operations · manager
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: strategic_communications_leadership
Hooks: Leadership of communications consultant team at Humana, Expertise in complex document operations for Medicare Advantage, Experience navigating the 2026 Medicare Advantage market exits and associated member comms
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Humana
Hi Sylvester,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading communications at Humana, I wanted to ask about something we see come up constantly at large Medicare Advantage plans. When a CMS disclosure requirement changes, does your team have to route a ticket through IT and wait on a developer to update the templates before anything can go out?<br><br>At Humana's scale, with Medicare Advantage expanding into 226 new counties for 2025 and new CenterWell locations coming online, that kind of bottleneck can turn a compliance update into a weeks-long project. ANOCs, EOBs, denial letters, member notices — every one of those has a deadline attached. If the only people who can touch the templates are developers, that's a lot of risk sitting in a queue.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on regulatory changes without bottlenecking through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Documaker developer scarcity and the bottleneck created by IT ticket wait times for critical CMS-mandated changes.
Hi Sylvester,<br><br>Following up on what I sent about the IT bottleneck piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> worked through a similar problem — they were managing 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The change path no longer required a developer in the middle.<br><br>For a plan operating at Humana's volume, that matters a lot when CMS updates a disclosure requirement mid-year and every ANOC or EOB going to millions of members has to reflect it immediately. When the compliance team can make the change directly, with approval workflows built in, the wait disappears. The template is updated the same day the requirement lands, not three weeks later.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Eliminating the $150K+ developer dependency by enabling business users to manage EOB and ANOC templates directly, reducing compliance risk.
Subject: One last thing, Sylvester
Hi Sylvester,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as Humana's MA footprint keeps expanding, feel free to reach out.
Proof: Optum managed 200+ complex templates (BCBS/Humana context) and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Sylvester, good to be connected.
Sent you a few emails recently about the Documaker developer dependency piece and what that means for CMS-mandated template turnaround. Didn't want to just leave it at the inbox.
At MHC we help health plans move template ownership to the business side so compliance changes don't sit in an IT queue. Natera cut their document change cycle from 2.5 weeks to 2 days after making that shift, which given the CMS timeline pressure is a meaningful difference.
If any of this lands, feel free to reach out whenever.
Jamie
Crystal Needy
Associate Director, Strategic Communications
operations · director
queued
primary
– none
champion
seq 73
step 0/3
📋 GUC3E41.PDF
Angle: strategic operational fulfillment of outbound digital and print comms
Hooks: Directly manages the operational fulfillment for Humana's enterprise-wide outbound print and digital communications, including EOBs and SBCs., Participant on the Messaging Compliance Rules Engine (MCRE) Steering Committee, indicating a high focus on governance and compliance automation., Over 20 years of experience at Humana, specifically overseeing vendor management and the transition from development to execution for member communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Humana's scale
Hi Crystal,<br><br>Jamie here from MHC Automation.<br><br>Given your role in strategic communications at Humana, I wanted to ask about something we see come up constantly at payers your size. When a member-facing document needs to change, whether it's an EOB, an ANOC, a denial letter, or a plan welcome kit, does that still require an IT ticket and a wait before anyone can touch the template?<br><br>At the scale Humana operates, with Medicare Advantage expanding into 226 new counties this year and new CenterWell locations coming online, that kind of bottleneck adds up fast. A regulatory update or CMS disclosure change becomes a developer project instead of a same-day fix. That lag matters when notices have to go out to millions of members accurately and on time.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team manages on the comms side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT ticket wait per change
Hi Crystal,<br><br>Following up on what I sent about the template change process.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> is actually a good reference here. They consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The teams responsible for the content started managing updates directly instead of routing everything through IT.<br><br>When CMS changes a disclosure requirement, or a state updates its notice language, the wait disappears. The people who know what the document should say handle it the same day. That matters especially when ANOCs and SBCs have to reach millions of members at open enrollment.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping approval workflows and compliance controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing on doc infrastructure
Hi Crystal,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, ensuring compliance while speeding up production times. · Asset: GUC3E41.PDF
Hey Crystal, good to be connected.
Sent you a few notes recently about the IT ticket wait on template changes, so I won't retread that ground here. At MHC we help health plans move template ownership to the business side so changes don't queue behind a developer. Optum used that same approach across 200-plus templates for BCBS and Humana and got compliance covered while cutting production time down significantly.
If any of this lands, feel free to reach out whenever.
Jamie
Angela Ford
Director, Member Services
operations · director
active
primary
– none
champion
seq 4
step 1/3
📋 GUC3E41.PDF
Angle: Alignment of Member Services efficiency with the current UM nurse hiring surge and Humana's 2025 financial headwinds.
Hooks: Current active recruitment for Utilization Management RNs requiring efficient correspondence support., Your focus on MBA leadership principles to drive Member Services excellence during Humana's current fiscal pivot., Managing high-stakes member comms like ANOCs and EOCs within the Oracle Documaker environment.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Member comms + Humana's 2025 expansion
Hi Angela,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Member Services at Humana, I wanted to ask about something that comes up a lot at health plans your size. With 226 new counties added for 2025 and the CenterWell expansion underway, is your team finding that member communication changes like EOBs, ANOCs, prior authorization notices, and denial letters still require a developer to touch the template before anything goes out?<br><br>At plans running at Humana's volume, that dependency gets expensive fast. Every regulatory update, every CMS disclosure change, every new plan variation added through the county expansion means someone has to open a ticket and wait. With millions of members across MA and integrated care, the pace of that queue rarely matches the pace of what compliance or ops actually needs.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on member communications without adding headcount or IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
Hi Angela,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Their compliance and ops teams make changes directly without routing through a developer.<br><br>That matters especially when a CMS disclosure update hits mid-year and every ANOC or member notice across dozens of plan variations has to go out accurate and on time. At Humana's scale, with millions of MA members and new county plans coming online in 2025, a single template change can cascade across a lot of documents fast. With a legacy document platform in that path, the wait doesn't shrink just because the deadline does.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 requirements and the risk of legacy Documaker architecture during a period of necessary cost-containment.
Subject: One last thing, Angela
Hi Angela,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Angela, glad we're connected here.
Sent you a couple of emails about the IT ticket bottleneck on template changes, specifically the developer dependency that comes with Documaker environments. At MHC we help health plans move that ownership to the business side so doc ops teams aren't queued behind a $150K developer for every change.
Natera cut their turnaround from two and a half weeks to two days after making that shift. Similar infrastructure to what you're running at Humana.
Happy to reconnect here if the timing ever works.
Jamie
Natalie Quillian
Chief Transformation Officer
operations · c_level
queued
primary
– none
influencer
seq 73
step 0/3
📋 GUC3E41.PDF
Angle: high-stakes implementation expertise
Hooks: your experience overseeing $2.4T in federal infrastructure and health investments (COVID-19 response) brings a unique lens to Humana’s large-scale digital initiatives, congratulations on the Chief Transformation Officer role—transitioning from White House Deputy Chief of Staff to leading the 'future of care' roadmap at Humana, Humana's 10.1% revenue growth to $129.7B places massive pressure on the underlying doc-ops architecture to scale without adding technical debt
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Humana
Hi Natalie,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading transformation at Humana, I wanted to ask about something we see come up a lot at health plans your size. With Medicare Advantage expanding into 226 new counties this year, is the document layer keeping pace with that growth, or is every template change still sitting in a developer queue?<br><br>At Humana's volume, that lag adds up fast. Member communications, enrollment documents, regulatory notices across hundreds of plan variations, and each update requires a developer who knows the composition system. When you're standing up new counties and new plan types at the same time, that's a real bottleneck on the modernization side.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your member communications layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Natalie,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That came up because I thought it was relevant given Humana's scale on the MA side.<br><br>The way it worked: their compliance and ops teams started managing template changes directly, without waiting on a developer. When CMS changes a disclosure requirement, or a new county goes live with its own notice format, the change happens the same day instead of sitting in a backlog.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Natalie
Hi Natalie,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Natalie, good to be connected. I sent a few emails recently about getting document changes off the developer queue, given how hard it is to find and keep that talent right now.
At MHC we help health plans move template ownership to the business side so IT isn't the bottleneck on every communication change. Natera made that shift and cut turnaround from two and a half weeks to two days.
Figured LinkedIn might be a better place to continue the conversation than an inbox.
Happy to reconnect here if the timing ever works.
Jamie
Nicole Gorges
Lead, Communications Management
operations · manager
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: Lead on SmartSummary/EOB data consumption with a focus on CMS compliance and high-volume statement production.
Hooks: Successfully led the CMS Medicare Part C and Part D EOB consolidation project resulting in $4.8M annual savings., Directly manages a team responsible for complex projects involving approx. 300M annual statements., Focuses on dynamic communications like EOBs, SmartSummary, and member letters requiring deep IT/business partnership.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: EOBs and CMS compliance at Humana
Hi Nicole,<br><br>Jamie here from MHC Automation.<br><br>Given your role in communications management at Humana, I wanted to ask about something we see come up a lot at health plans your size. When a CMS disclosure requirement changes, does updating the EOB templates and member notices still require going through a developer, or has your team found a way to handle that directly?<br><br>At plans running high volumes of member statements and regulatory correspondence, the bottleneck usually isn't knowing what needs to change. It's getting the change into the template fast enough. With millions of members across your Medicare Advantage footprint, a compliance update that takes two weeks to get through IT is a real risk.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Nicole,<br><br>One more thought on the compliance turnaround piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The team reduced how long it took to push a regulatory change across those templates significantly because the people closest to the content were the ones making the updates.<br><br>That matters especially when CMS changes an EOB disclosure requirement or a plan expands into new counties and member notices have to reflect updated benefit language fast. On MHC NorthStar CCM, the compliance team makes the change directly, with approval workflows built in, rather than writing a ticket and waiting.<br><br>With Humana expanding Medicare Advantage into over 200 new counties for 2025, that kind of turnaround becomes less of a nice-to-have.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Nicole
Hi Nicole,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Hey Nicole, good to be connected.
Sent you a few emails over the past few weeks about the IT dependency piece I mentioned, so you've got the context. At MHC we help health plans get template ownership off the developer queue and into the hands of the comms team directly.
One thing that tends to land with people in similar roles: Natera cut their template turnaround from two and a half weeks to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
Michelle Zutterman
Director of Clinical Vendor Management
operations · director
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: vendor management and medical records optimization
Hooks: Experience leading clinical vendor management and oversight teams to improve process efficiency and reduce admin costs by $13M., Previous leadership of Medical Records Management (MRM) and cas modernization initiatives focusing on interoperability of clinical data., Proven success in managing B2B/EDI transactions and HIPAA 27X suites, critical for EOB and enrollment packet accuracy.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Humana
Hi Michelle,<br><br>Jamie here from MHC Automation.<br><br>Given your role in clinical vendor management at Humana, I wanted to ask about something we see come up a lot at large health plans. When member-facing documents need to be updated, does that still require going through IT and waiting on a developer who knows the system?<br><br>At a plan your size, with Medicare Advantage expanding into 226 new counties this year and new CenterWell centers coming online, that kind of bottleneck adds up fast. Enrollment confirmations, prior auth notices, member communications tied to new plan types all sitting in a ticket queue while the business side waits.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency on IT for document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Michelle,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Their compliance and ops teams make changes directly without writing a ticket.<br><br>That matters especially when a CMS disclosure requirement changes and updated member notices have to reach millions of members before a deadline. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (T1) managed 200+ templates and Allied Benefits eliminated $4/doc costs using MHC. · Asset: GUC3E41.PDF
Hey Michelle, appreciated you connecting.
I sent a few emails recently about the IT dependency piece, getting template changes off the developer queue so the business side can move without waiting on a ticket. At Humana's scale that lag adds up fast.
At MHC we help health plans move template ownership to the business side directly. Optum manages 200+ templates that way, and Allied Benefits cut their per-document costs to near zero after making the switch.
Happy to reconnect here if the timing ever works.
Jamie
Chris Gruber
VP, Enterprise Platform Engineering & Journey to the Cloud
engineering · vp
active
primary
⏳ pending
decision_maker
seq 1
step 2/3
📋 CUSTOM1.PDF
Angle: Modernization tension between Amazon/Azure cloud journey and legacy Documaker infrastructure.
Hooks: Current focus on Humana\'s journey to the cloud using AWS and Azure to modernize data center platforms, Leadership transition with Aaron Martin joining as Medicare Advantage President in 2025, Humana\'s historical success with HP Exstream redesign which increased plan renewal likelihood by 14%
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Cloud roadmap + legacy doc layer
Hi Chris,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading enterprise platform engineering and the cloud migration at Humana, I wanted to ask about something that comes up a lot at organizations your size. As you're moving workloads to Azure, is the document production layer keeping up, or is it one of those things that keeps getting pushed down the roadmap?<br><br>At the scale Humana operates, member communications touch enrollment systems, claims adjudication, pharmacy, and CMS reporting all at once. When a regulatory change hits or CMS updates a disclosure requirement, updating the templates that feed all of those outputs is still a developer project on most legacy document platforms. That tension tends to get worse, not better, as cloud infrastructure modernizes around it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency in your document change process without slowing down the broader cloud initiative. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Chris,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant cloud-native workflow. Their compliance and operations teams now handle template changes directly, without writing a ticket.<br><br>That matters especially at Humana's scale. With millions of Medicare Advantage members across an expanding county footprint, a single CMS disclosure update or ANOC revision has to propagate accurately across every plan variant, fast. On most legacy document platforms, that change sits in a developer queue. On MHC NorthStar CCM, the business side makes the change the same day, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Chris
Hi Chris,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on the cloud roadmap, feel free to reach out.
Proof: Optum (UnitedHealth) migrated 200+ complex templates (BCBS/Humana context) to a cloud-native model, significantly reducing IT dependency. · Asset: CUSTOM1.PDF
Appreciated you connecting, Chris. Saw your title and the cloud migration work you're leading at Humana and figured the IT dependency piece I mentioned in those emails was worth a follow-up here.
At MHC we help health plans move template ownership off developer queues to the business side. Optum ran a similar play migrating 200+ complex templates to a cloud-native model and came out the other side with a lot less IT lift on the document layer.
Given you're already deep in the cloud journey, it might be a natural fit. If any of this lands, feel free to reach out whenever.
Jamie
Lori Dunne
VP, Operations
operations · vp
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: Regional operational leadership within Humana Healthy Horizons and Medicaid operations.
Hooks: Your recent transition to VP of Operations following your tenure as Regional President for Humana Healthy Horizons in Louisiana., Humana's active recruitment for Utilization Management RNs and the high-volume document needs of Medicaid plans., The complexity of managing CMS-mandated notices and EOBs within a mega-scale environment like Humana.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Humana Healthy Horizons
Hi Lori,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading operations at Humana Healthy Horizons, I wanted to ask about something that comes up a lot at Medicaid plans your size. When a state agency updates required language on a Notice of Action or Adverse Benefit Determination letter, how fast can your team actually get that change out the door?<br><br>At plans operating across multiple states, that usually means tracking down the right template in a system only a developer can touch. With Humana expanding into new counties and standing up new CenterWell locations, the volume of those state-specific variants only grows. NOAs, ABDs, state fair hearing notices, redetermination letters, each one potentially different by state and each one on a deadline.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Lori,<br><br>Following up on what I sent about the document change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles template updates directly instead of waiting on a developer.<br><br>That matters a lot when a state Medicaid agency changes the required language on an ABD or NOA and your team has days, not weeks, to get updated notices out to millions of members. With Humana Healthy Horizons operating across multiple states, those variants add up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508.
Subject: One last thing, Lori
Hi Lori,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Hey Lori, good to be connected.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on template changes. Not sure if any of it landed, but figured LinkedIn was worth a shot.
At MHC we help health plans move template ownership to the business side so changes don't sit in a developer queue. Natera went from two and a half weeks down to two days on document turnaround after making that shift.
Worth a quick conversation to see if any of this is relevant?
Jamie
Japan Mehta
Chief Information Officer
engineering · c_level
active
primary
– none
decision_maker
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: strategic_modernization_vision
Hooks: Appointed as CIO in early 2025 to lead Humana’s digital and technology transformation focusing on consumer connectivity and modernization., Extensive background in data transformation and governance from previous Chief Data Officer role at Citi., Public commitment to simplifying healthcare complexity and bridging gaps between payers and patients (e.g., plan details in MyChart).
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Humana
Hi Japan,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at Humana, I wanted to ask about something we see come up a lot at health plans your size. With Humana expanding Medicare Advantage into 226 new counties this year and opening new CenterWell locations, I was curious if the document layer is one of those things that keeps coming up as a blocker in your modernization roadmap.<br><br>At that kind of scale, member communications, EOBs, ANOCs, denial letters, prior auth notices, they're pulling from enrollment, claims, pharmacy, and CMS reporting all at once. When a CMS disclosure requirement changes, someone has to update templates across all of those systems. On most legacy platforms, that's a developer project, not a compliance project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take the document layer off the IT critical path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Japan,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of consolidation matters when you're adding counties and care centers fast and every new market means new template variants.<br><br>The way it worked is their compliance and ops teams started handling template changes directly. IT stopped being the bottleneck for every document update. Changes happen the same day instead of waiting on a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: technical_debt
Subject: One last thing, Japan
Hi Japan,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1_named · Asset: GUC3E41.PDF
Appreciated the connection, Japan.
Sent you a few notes over email about the IT dependency piece on document templates. At MHC we help health plans move template ownership to the business side so developer queues stop being the bottleneck on every change.
Optum ran into something similar and consolidated 200+ templates across BCBS and Humana plan types into one compliant workflow on MHC, which freed up their IT team considerably.
Worth a quick conversation to see if any of this is relevant?
Jamie
Craig Klopatek
SVP & CIO, Insurance Segment
engineering · vp
active
primary
– none
decision_maker
seq 4
step 1/3
📋 GUC3E41.PDF
Angle: enterprise IT infrastructure modernization for high-volume healthcare documents
Hooks: Current oversight as CIO of Humana's Insurance Segment, Management of complex healthcare output including EOBs, ANOCs, and provider communications across mega-scale operations, Recent recruitment signals for Quadient and OpenText developers indicating a multi-vendor legacy document stack
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Humana
Hi Craig,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT for Humana's insurance segment, I wanted to ask about something we see come up a lot at large payers. Does managing changes to member-facing documents like EOBs, ANOCs, and enrollment notices still require developer time on your end, or has that moved to the business side?<br><br>At your scale, with Medicare Advantage expanding into 226 new counties this year, that kind of document change velocity adds up fast. When every template update needs a developer who knows the system, CMS deadlines and open enrollment timelines get tight in a hurry.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team reduce the IT dependency around document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Craig,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles template changes directly now, which means CMS disclosure updates don't sit in a ticket queue waiting on IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a plan operating at Humana's volume, with millions of Medicare Advantage members across hundreds of counties, that matters especially when an ANOC or SBC has to go out on time across every market.<br><br>With 20 to 30 new CenterWell centers coming online in 2025 and the MA county expansion, the document side of that growth will need to move fast. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Craig
Hi Craig,<br><br>Sent you a couple of notes about document infrastructure at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth) modernization of 200+ templates and Allied Benefits eliminating $4/document costs. · Asset: GUC3E41.PDF
Craig, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting document changes off the developer queue so the business side can move without waiting on engineering capacity. At MHC we help health plans do exactly that.
Optum moved through 200+ templates as part of their modernisation work, and Allied Benefits cut their per-document costs down to almost nothing in the process.
Not sure if the timing is right on your end, but happy to reconnect here if the timing ever works.
Jamie
Aaron Martin
President of Medicare Advantage
operations · c_level
active
primary
– none
influencer
seq 4
step 1/3
📋 GUC3E41.PDF
Angle: strategic transition and tech-forward background
Hooks: Transitioning to Insurance Segment President to succeed George Renaudin by Q3 2026., Background as Chief Digital Officer at Providence and VP of Healthcare at Amazon., Expertise in using AI to solve provider supply/demand gaps as noted in previous industry commentary.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: MA expansion and document ops, Aaron
Hi Aaron,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Medicare Advantage at Humana, I wanted to ask about something that comes up a lot at MA plans your size. When CMS changes a disclosure requirement, or you're onboarding members across 226 new counties for a new plan year, does your team have to go through IT to update the templates behind ANOCs, EOBs, and prior authorization notices?<br><br>At the volume Humana operates, that kind of bottleneck gets expensive fast. A CMS mandate hits, and instead of your compliance or ops team making the change directly, it sits in a developer queue. Meanwhile notices have to go out to millions of Medicare members on time.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a way we can help your team move faster on member communications without adding headcount or IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity with Documaker templates.
Hi Aaron,<br><br>Following up on what I sent about document ops and MA member communications.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana-scale plan types using MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles template changes directly now, without writing an IT ticket.<br><br>That matters especially at open enrollment, when every ANOC and SBC has to go out on time and accurate across millions of members. Or when a CMS requirement shifts mid-year and your prior auth notices need to be updated across multiple plan variants fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational excellence in MA requires business users to manage CMS notices without IT bottlenecks.
Subject: One last thing, Aaron
Hi Aaron,<br><br>Sent you a couple of notes about member communications and document ops at Humana. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as you expand into new counties and care centers, feel free to reach out.
Proof: Optum (UnitedHealth) managed 200+ templates for BCBS/Humana scale operations using MHC. · Asset: GUC3E41.PDF
Hey Aaron, good to be connected.
Sent you a few notes over email about the IT dependency piece on Documaker templates. At MHC we help health plans get template ownership off the developer queue and into the business side. Optum moved 200+ templates to that model for BCBS and Humana scale operations without routing changes through IT for every update.
Given your footprint at Humana Medicare Advantage, figured it was worth a different channel.
Happy to reconnect here if the timing ever works.
Jamie
Kristin P.
Director - Medicare Product Development
operations · director
completed
primary
– none
● unknown
in Kristin P.
influencer
seq 76
step 0/3
📋 GUC3E41.PDF
Angle: product development & process standardization
Hooks: Your 8-year tenure at Humana across process excellence and Medicare product development, The focus on driving process standardization across the Enterprise through the Process Transformation Office, The recent leadership shift with Aaron Martin joining to consolidate Medicare Advantage operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Medicare product docs, Humana
Hi Kristin,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Medicare product development at Humana, I wanted to ask about something that comes up a lot at health plans your size. When you're rolling out new Medicare Advantage plan designs across hundreds of counties, does getting the member-facing documents updated still require going through IT and waiting on a developer?<br><br>With 226 new counties added for 2025 and CenterWell expanding, that's a lot of benefit language, coverage details, and regulatory notices that have to be accurate and out the door fast. At that scale, a developer dependency in the document layer can quietly become a product launch dependency.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document updates during plan launches and county expansions. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Kristin,<br><br>One more thought on the document change dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The team managing those templates stopped waiting on developers for every update.<br><br>That matters a lot when a CMS disclosure requirement changes mid-year and it has to ripple through ANOCs, EOBs, and prior authorization notices across millions of members. On most legacy systems, that's an IT project. That's what MHC NorthStar CCM does differently: the compliance or product team makes the change directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One more thing, Humana
Hi Kristin,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Kristin, good to be connected. I sent a few emails over the past couple weeks about the IT dependency piece I mentioned, so you've got the context.
At MHC we help health plans move template ownership to the business side so document changes don't sit in a developer queue. Natera got template turnaround from two and a half weeks down to two days after making that shift.
Curious if that kind of bottleneck shows up in the Medicare product work, especially when timelines are tight around plan year changes. If any of this lands, feel free to reach out whenever.
Jamie
Premera Blue Cross
premera.com
· insurance
· Mountlake Terrace, US
Largest health plan provider in the Pacific Northwest serving over 2.8 million members.
“Improve customers'​ lives by making healthcare work better.”
The customer is the center of all we do.
Premera is a leading health plan in the Pacific Northwest, providing comprehensive health benefits and tailored services to more than 2.8 million people, from individuals to Fortune 100 companies. Premera is committed to improving customers’ lives by making …
LinkedIn headcount: 3,439
Corroborated by internal notes and external job descriptions for Software Development Engineers tasked with system modernization using Quadient Inspire.
LLM classification: Insurance HIGH
Tier 1 score 82
Chris
⭐ Quadient Inspire
1001_5000 employees · 1b_plus
Technology & Competitors
Quadient Inspire ⭐
HG Insights
Ironclad
HG Insights
Strategic Initiatives
- Launching Premera Health Hub to expand digital health and personalize member navigation experience., Redirecting resources from Medicare Advantage to employer-sponsored and ACA plans to enhance core business.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: large — member count 2,800,000
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana)
Live Signals (leadership, M&A, events)
- Leadership Change: Rajat Puri appointed as new Chief Operating Officer (COO) to lead technology and operations teams
- focusing on leveraging technology to advance member and provider experience.
- Digital Transformation: Launched 'Premera Health Hub' to expand digital health offerings and enhance member experience through integrated digital solu
- Operational Change: Announced initiatives to simplify the prior authorization process
- indicating a push toward operational streamlining.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
1
Current
1
Past
True
Contacts (9)
active: 7 queued: 2
7 active · 1 🔗
Nathan Johnson
Vice President, Product & Market Solutions
operations · vp
active
primary
⏳ pending
influencer
seq 14
step 2/3
📋 GUC3E41.PDF
Angle: strategic digital fatigue reduction
Hooks: Premera Health Hub launch aimed at reducing member digital solution fatigue, accountability for member experience across EOBs, ANOCs, and digital touchpoints, shift toward concierge-like care models that require seamless, personalized communication flow
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Premera
Hi Nathan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing product and market solutions at Premera, I wanted to ask about something that comes up a lot with health plans your size. When your team needs to update member-facing communications, does that still run through a developer queue tied to your document platform, or has Premera found a way to put that in the hands of the business side?<br><br>The reason I ask: with a large member base across individual, employer group, and ACA lines, the volume of document variants adds up fast. Enrollment confirmations, benefit summaries, regulatory notices. When one of those needs a change, the turnaround time on most legacy CCM systems creates real friction, especially when product and market teams are trying to move quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient
Hi Nathan,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly now without routing through IT for every update.<br><br>For a plan like Premera that's actively expanding its employer-sponsored and ACA footprint, that kind of flexibility matters. When a benefit summary or regulatory notice needs to reflect a product change, the wait disappears. The people who need to make the change can just make it, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Nathan
Hi Nathan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Nathan, glad we're connected.
Sent you a few notes about the document infrastructure gap that can show up in modernisation work, specifically around OpenText and Quadient dependencies. At MHC we help health plans move template ownership to the business side so IT isn't in the critical path on every change.
One plan we work with pushed through 200-plus templates across BCBS and Humana lines after making that shift, which was the part that stuck with me for Premera.
Worth a quick conversation to see if any of this is relevant?
Chris
Sid Wang
Director, Data Management & Operations
engineering · director
queued
primary
– none
decision_maker
seq 24
step 0/3
📋 GUC3E41.PDF
Angle: strategic data alignment for member communications
Hooks: your experience leading data management and enterprise data systems at Premera, recent initiatives to simplify prior authorization processes, Premera's push for digital expansion via the Health Hub
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Premera
Hi Sid,<br><br>Chris here from MHC Automation.<br><br>Given your role in data management and operations at Premera, I wanted to ask about something that comes up a lot at health plans your size. When a document change needs to go out, whether it's an enrollment packet, a member notice, or something tied to your ACA or employer group lines, does that still route through an IT ticket before anything moves?<br><br>With your member base, that kind of queue adds up fast. A regulatory update or a plan-year change becomes a developer project before it becomes a member communication. The business team knows exactly what needs to change but has to wait on someone who knows the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this maps to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Every document change for EOBs or enrollment packets still routes through a high-priority IT ticket, creating a delivery bottleneck for the business.
Hi Sid,<br><br>Following up on what I sent about the document change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> is a good example here. They consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly instead of waiting on a developer.<br><br>Natera is a different use case but same root problem. They cut document turnaround from 2.5 weeks to 2 days by removing the handoff between the people who know what a document should say and the people who have to build it.<br><br>With Premera expanding on the employer-sponsored and ACA side, the volume of plan-specific document variants is only going to grow. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than relying on IT-heavy Quadient workflows, shifting template control to business users eliminates the developer scarcity risk ($150K+ per dev) and accelerates speed-to-market.
Subject: One last thing, Sid
Hi Sid,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana and Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Sid, saw you accepted the connection and figured I'd drop a note here since the emails didn't land a reply.
The IT ticket bottleneck on template changes I mentioned is something we see a lot at health plans, especially on EOBs and enrollment packets. At MHC we help insurers move that ownership off the developer queue and to the business side. Optum used that approach to manage 200+ templates across BCBS and Humana accounts, and Natera brought cycle times from 2.5 weeks down to 2 days.
If any of this lands, feel free to reach out whenever.
Chris
Umar Farooq
Executive Vice President, Healthcare Services
operations · c_level
queued
primary
– none
influencer
seq 26
step 0/3
📋 GUC3E41.PDF
Angle: strategic shift toward healthcare services and affordability
Hooks: Your recent transition from Chief Strategy Officer to EVP of Healthcare Services, Recent insights on the Puget Sound Business Journal podcast regarding rising hospital and pharmaceutical costs, Premera's commitment to controlling underlying cost drivers while scaling the Premera Health Hub
posture: peer CTA: soft type: problem_first
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Subject: Doc ops at Premera
Hi Umar,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing healthcare services at Premera, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update a member-facing document, does that change go through IT, or can the business side handle it directly?<br><br>The reason I ask: at a lot of health plans, every template update sits behind a developer queue. Enrollment documents, regulatory notices, member correspondence. A compliance change comes in and it becomes an IT project before it becomes a document update. With Premera shifting focus toward employer-sponsored and ACA plans, I'd guess the pressure to move faster on member communications is only growing.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of your ops and compliance teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Quadient legacy debt is often the invisible 'liability' blocking modernization roadmaps, creating an IT dependency for every template change.
Hi Umar,<br><br>Following up on what I sent about the document ops piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now, without waiting on IT.<br><br>For a plan in the middle of a strategic shift like Premera's, that kind of flexibility matters. When a regulatory notice or member communication tied to your ACA or employer-sponsored lines needs to change fast, your team shouldn't be filing a ticket to make it happen.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to an OL Connect upgrade, evaluate if moving document control to business users could eliminate the developer scarcity bottleneck.
Subject: One last thing, Umar
Hi Umar,<br><br>Sent you a couple of notes about document ops at Premera. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction as you build out the healthcare services side, feel free to reach out.
Proof: Optum managed 200+ complex templates (including BCBS/Humana docs) and saw significant production speed gains. · Asset: GUC3E41.PDF
Umar, appreciate the connection.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the Quadient liability that tends to create an IT ticket for every template change. Figured LinkedIn might be a better place to continue that.
At MHC we help health plans move template ownership off the developer queue and onto the business side. Optum ran that play across 200+ complex templates, including BCBS and Humana docs, and saw meaningful production speed gains.
If any of this lands, feel free to reach out whenever.
Chris
Sven Peterson
Vice President, Ethics, Compliance and Regulatory Services
operations · vp
active
primary
⏳ pending
champion
seq 17
step 2/3
📋 GUC3E41.PDF
Angle: compliance-led AI and data ethics
Hooks: Your recent spotlight on 'Ethics as a Team Sport' and the focus on data ethics in healthcare AI., Premera's Ethisphere Compliance Leader Verification through 2027., Leadership of the cross-functional Data & AI Ethics Committee at Premera.
posture: peer CTA: soft type: problem_first
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Subject: Template changes at Premera
Hi Sven,<br><br>Chris here from MHC Automation.<br><br>Given your role in compliance and regulatory services at Premera, I wanted to ask about something we see come up a lot at health insurers your size. When a regulatory notice or member communication needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At most plans we talk to, the compliance team spots the issue and knows exactly what needs to change. But the actual update sits in a queue waiting on someone with system access. That lag matters when you're managing member-facing documents tied to ACA and employer group requirements.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Sven,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly, without waiting on a developer each time.<br><br>That matters especially when a regulatory requirement shifts and the update has to go out accurately across your full employer group and ACA member base. With your member volume, a slow change cycle is a compliance exposure, not just an ops inconvenience.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Sven
Hi Sven,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (BCBS/Humana partner) managing 200+ templates with high compliance requirements. · Asset: GUC3E41.PDF
Sven, glad you connected. Sent you a few emails recently about the IT ticket bottleneck on template changes, figured LinkedIn might be a better place to pick up the thread.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Optum manages 200+ templates with strict compliance requirements that way, which given your role at Premera felt worth mentioning.
Worth a quick conversation to see if any of this is relevant?
Chris
Rajat Puri
Executive Vice President and Chief Operating Officer
engineering · c_level
active
primary
⏳ pending
champion
seq 17
step 2/3
📋 GUC3E41.PDF
Angle: strategic operational-tech integration
Hooks: Your recent transition to COO at Premera to lead the integration of operations, IT, and member experience., Your previous experience at Carelon scaling global operations and technology delivery., The launch of the Premera Health Hub and your mandate to oversee digital solutions and claims management.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Premera
Hi Rajat,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Premera, I wanted to ask about something we see come up a lot at health insurers your size. When a regulatory change hits or a member communication needs updating, does that still require pulling a developer into the work before anything goes out?<br><br>At organizations with your member base, that dependency tends to create a real lag. Compliance or ops teams know exactly what needs to change, but the work sits in a queue until someone with access to the template system can touch it. With Premera redirecting focus toward employer-sponsored and ACA plans, I'd imagine the pressure to move faster on member-facing documents is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that IT dependency for your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes and the friction it creates between operations and technical teams.
Hi Rajat,<br><br>Following up on the template dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> worked through a similar challenge. They were managing 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through a single compliant workflow. The change that made the difference was getting the business side able to update templates directly, with controls in place so IT wasn't cut out of governance.<br><br>When Premera is accelerating its shift toward employer-sponsored and ACA plans, the last thing you want is member communications becoming the slow part. Enrollment confirmations, benefit notices, coverage letters, those documents have to reflect current plan details fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service as a strategic lever to reduce the integration burden on IT and accelerate member communication delivery.
Subject: One last thing, Rajat
Hi Rajat,<br><br>Sent you a couple of notes about document template ops at Premera. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed over 200 templates for major payers like BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Rajat, appreciated the connection.
Sent you a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better place to continue the conversation. At MHC we help health plans move template ownership to the business side so operations isn't waiting on a developer queue for every update. Optum used that approach to manage 200-plus templates across BCBS and Humana plans, and Natera cut cycle times from two and a half weeks down to two days.
Worth a quick conversation to see if any of this is relevant?
Chris
Elaine Helm
Senior Manager, Channel Communication
operations · manager
active
primary
⏳ pending
champion
seq 6
step 2/3
📋 CCM_Buyers_Guide.pdf
Angle: channel communications for healthcare providers and brokers
Hooks: Current role as Senior Manager of Channel Communication overseeing relationships with healthcare providers and brokers, Recent focus on simplifying the prior authorization process at Premera, Past experience leading social media engagement and employee advocacy at Premera
posture: peer CTA: soft type: problem_first
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Subject: Provider comms at Premera
Hi Elaine,<br><br>Chris here from MHC Automation.<br><br>Given your role managing channel communications at Premera, I wanted to ask about something we see come up a lot at health plans your size. When your team needs to update a provider or broker communication, does that change still have to go through IT and wait on a developer to touch the template?<br><br>For channel comms teams, that dependency shows up in a pretty specific way. A broker notice needs a language update, or a provider communication has to reflect a network change, and the people who actually know what that document should say are stuck waiting on a ticket. With your member base and the volume of provider and broker-facing materials Premera produces, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on channel communications without the IT bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency for every provider template change
Hi Elaine,<br><br>Following up on what I sent about the IT dependency piece for channel communications.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, getting authorization letters, approval notices, and member correspondence all running through one compliant workflow. The team that needed to make changes stopped waiting on developers to do it.<br><br>Allied Benefits is another one. They process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees, but the bigger win was that the ops team stopped being the bottleneck for every template change.<br><br>The pattern is pretty consistent across health plans. The compliance or channel comms team knows exactly what the provider notice or broker communication needs to say. The change is straightforward. But on most legacy CCM platforms, it still takes a developer to execute it. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service vs. Quadient's IT-heavy workflow
Subject: One last thing, Elaine
Hi Elaine,<br><br>Sent you a couple of notes about the channel comms workflow at Premera. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates) and Allied Benefits (1M+ comms, eliminated $4/doc cost) · Asset: CCM_Buyers_Guide.pdf
Elaine, appreciate you connecting. Sent you a couple of emails about the IT dependency on provider template changes, so figured I'd try here instead.
At MHC we help health plans get template ownership off IT queues and back to the business side. Optum moved 200+ templates that way, and Allied Benefits cut down to zero on a $4 per document cost they'd been carrying across more than a million communications.
Not sure if the timing is right at Premera, but the problem tends to compound once the backlog builds.
If any of this lands, feel free to reach out whenever.
Chris
Brajesh Katare
Executive Vice President, Technology & Operations
engineering · c_level
active
primary
– none
✉ brajesh.katare@premera.com
● valid
decision_maker
seq 9
step 1/3
📋 CUSTOM1.PDF
Angle: strategic technical debt & scaling
Hooks: Microsoft leadership background, migration to Azure Kubernetes Service (AKS) for stability, 2.8M member scale across WA/AK
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Premera
Hi Brajesh,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Technology and Operations at Premera, I wanted to ask about something we run into a lot at health insurers your size. With your member base and the complexity of employer-group and ACA communications, does updating member-facing documents still route through your dev team every time a change is needed?<br><br>At a lot of plans, that dependency is fine when change volume is low. But when you're managing documents across multiple plan types and employer groups, the queue fills up fast. Regulatory updates, benefit changes, open enrollment materials, those don't wait on a sprint cycle.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Brajesh,<br><br>One more thought on the document dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle changes directly now without waiting on a developer.<br><br>The reason that matters at Premera specifically: you're redirecting focus toward employer-sponsored and ACA plans, and standing up Premera Health Hub on top of that. More plan complexity, more member touchpoints, more documents. If every template change still needs an IT ticket, that friction compounds fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brajesh
Hi Brajesh,<br><br>Sent you a couple of notes about document infrastructure at Premera. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you build out Health Hub and expand the employer book, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: CUSTOM1.PDF
Brajesh, good to be connected. Sent you a few emails about the IT ticket bottleneck on template changes, so figured I'd say hello here too.
At MHC we help health plans move template ownership to the business side so those changes stop sitting in a developer queue. Optum took that approach across 200+ templates, and Natera got change turnaround from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Narayanan Jaganathan
Vice President, Software and Service Engineering
engineering · vp
active
primary
– none
✉ nara.jaganathan@premera.com
● valid
decision_maker
seq 8
step 1/3
📋 GUC3E41.PDF
Angle: strategic technical leadership under new COO oversight
Hooks: Your leadership in scaling global engineering teams and driving the 'cloud-first' transition at Premera, The recent appointment of Rajat Puri as COO to streamline member experience and claims processing, Premera's shift to AKS for auto-scaling core offerings while maintaining high service quality
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Premera
Hi Narayanan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software and service engineering at Premera, I wanted to ask about something that comes up a lot at health plans your size. When a regulatory change hits a member-facing document, how many developer hours does it take to get that update into production?<br><br>At most plans we talk to, the answer is more than it should be. A compliance or ops team identifies the change, writes a ticket, waits for a developer who knows the document system, and the whole thing takes weeks. With your member base and the document volume that comes with employer group and ACA plans, that wait has real cost.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on document template changes at Premera. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in and developer scarcity ($150K+ per dev) for template changes
Hi Narayanan,<br><br>Following up on what I sent about the document template dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Their compliance team makes changes directly without routing through a developer.<br><br>Natera is a different vertical but the timing result translates well. They cut document cycle time from 2.5 weeks to 2 days by removing the developer from the day-to-day change path.<br><br>For a plan like Premera, with employer group and ACA document volume, that kind of speed matters especially when a state or federal disclosure requirement changes and the update has to reach your full member base fast. SBCs, EOBs, enrollment confirmations, those are the documents where the wait shows up most.<br><br>That's what MHC NorthStar CCM does differently: the people who own compliance make the change, with approval workflows built in so IT keeps oversight without being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate the IT dependency bottleneck for SBCs and EOBs
Subject: One last thing, Narayanan
Hi Narayanan,<br><br>Sent you a couple of notes about document infrastructure at Premera. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates and assisted Natera in reducing document cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Narayanan, glad to be connected.
I sent a few emails about the developer cost and lock-in side of template management at Premera. Didn't want to leave it at that without reaching out here too.
At MHC we help health plans get template ownership off the IT queue and into the hands of business users. Optum moved that way with 200+ templates, and Natera got document cycle times from 2.5 weeks down to 2 days.
Happy to reconnect here if the timing ever works.
Chris
Dan Radford
Senior Enterprise Discipline Architect
engineering · director
active
primary
🔗 connected
decision_maker
seq 8
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise architecture modernization
Hooks: your role as a Senior Enterprise Discipline Architect at Premera Blue Cross, Premera's recent Health Hub digital transformation initiative, experience across healthcare and insurance domains
posture: peer CTA: soft type: problem_first
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Subject: Document template bottleneck at Premera
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Premera, I wanted to ask about something we run into a lot at health insurers your size. Does every member-facing document change still route through IT before it can go out, even when the change is coming from compliance or ops?<br><br>On most legacy CCM platforms, the template layer is locked behind the system. Business users know what the document needs to say, but they can't touch it without a developer. That creates a backlog that slows down things like regulatory notices, enrollment documents, and member communications at exactly the wrong time.<br><br>With Premera expanding into employer-sponsored and ACA plans, I'd imagine the volume and variety of those documents is only going up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if there's a fit here. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Quadient/OpenText: IT dependency bottleneck for every template change
Hi Dan,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles changes directly now. The wait disappears.<br><br>Allied Benefits processes over 1M annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees in the process.<br><br>The common thread is that the business side stops waiting on IT for every update. With Premera shifting focus toward employer-sponsored and ACA, there are going to be more document variants to manage, not fewer. That's where MHC NorthStar CCM does something different: it takes the developer out of the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate IT ticket wait times
Subject: One last thing on document infrastructure
Hi Dan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (BCBS/Humana) manages 200+ templates with MHC, while Allied Benefits eliminated $4/doc costs across 1M+ communications. · Asset: CUSTOM1.PDF
Hey Dan, appreciated the connection.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on template changes, specifically the Quadient and OpenText dependency piece. Figured LinkedIn might be a better place to have an actual conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Optum manages 200+ templates through us now, which gives you a sense of the scale this works at.
If any of this lands, feel free to reach out whenever.
Chris
Mutual of America Financial Group
mutualofamerica.com
· fintech_financial_services
· New York, US
A mutual life insurance company providing retirement products and investment services to organizations and individuals.
Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations. We deliver high-quality, innovative products and customized services at a competitive price, along with outstanding service and personalized financial education,…
LinkedIn headcount: 1,023
Laura Nice is a Senior Systems Business Analyst / Document Composition Developer at Mutual of America Financial Group; her profile corroborates the use of document composition technologies consistent with the input's OpenText Exstream confirmation.
LLM classification: Financial Services HIGH
Tier 1 score 79
Rodney
⭐ OpenText Exstream
1001_5000 employees · 1b_plus
Technology & Competitors
OpenText Exstream ⭐
HIGH
HG Insights
Strategic Initiatives
- Expanding digital participant tools and educational resources to enhance retirement readiness.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Retirement Services & Wealth Management
Awareness: stage_2
Scale: mid — Retirement plan participants 500,000
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: HSBC (100-200 trade templates, SWIFT); Praemium (3M reports/year).
Live Signals (leadership, M&A, events)
- Leadership Change: Christine Janofsky joined as Executive Vice President and Chief Financial Officer
- reporting to CEO Stephen J. Rich.
- Leadership Change: Aiden Redmond joined as Executive Vice President
- Head of Institutional at Mutual of America Capital Management.
- Operational Change: Restructured sales operations to enhance customer experience for retirement plan sponsors
- +1 more
Web Research Finding LOW
No direct web confirmation. LinkedIn profile (Laura Nice) shows Document Composition Developer role. Original research flagged OpenText/Exstream from LinkedIn intel.
Action: KEEP AS-IS
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: OpenText/Exstream
All vendors: OpenText/Exstream
True
Contacts (6)
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Christopher Bailey
Executive Vice President, Head of Marketing and Channel Distribution
operations · vp
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📋 CSFIN1.PDF
Angle: channel distribution expansion
Hooks: your new role leading Marketing and Channel Distribution at Mutual of America, transitioning from overseeing Individual Products to heading the DCIO channel, modernizing annuity distribution to compete with liquid-based assets
posture: peer CTA: soft type: problem_first
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Subject: Document updates slowing down channel work?
Hi Christopher,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading marketing and channel distribution at Mutual of America, I wanted to ask about something that comes up a lot at retirement services firms your size. Does every update to participant statements, performance summaries, or retirement readiness materials still require going back through IT to touch the template?<br><br>With your member base and the channel expansion you're working through, that kind of dependency adds up fast. A compliance tweak or a content refresh that should take a day turns into a ticket, a queue, and a wait. The people who know what the document should say aren't the ones who can change it.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster on document changes without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText Exstream IT bottlenecks delaying template updates for prospectus supplements and performance summaries.
Hi Christopher,<br><br>Following up on what I sent about the document update bottleneck.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Complex integrations, tight compliance requirements, and a team that needed to move fast when something changed.<br><br>What made the difference was pulling the day-to-day template work away from IT. Their ops team stopped waiting on developers for routine changes. When a disclosure requirement shifted or a document needed updating for a new channel, the change happened the same day.<br><br>For a firm like Mutual of America that's expanding its digital participant tools and distribution channels, that kind of flexibility matters. Account statements, enrollment kits, retirement readiness materials — when your compliance or marketing teams can update those directly, the bottleneck stops being a bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to bypass IT dependency for every statement or report change.
Subject: One last thing, Christopher
Hi Christopher,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you expand your channel distribution work, feel free to reach out.
Proof: HSBC managed 100-200 templates with complex SWIFT integrations using our streamlined approach. · Asset: CSFIN1.PDF
Hey Christopher, appreciate you connecting.
Sent you a few emails about the Exstream bottleneck on template changes for your prospectus and performance docs. At MHC we help financial services firms get that work off the IT queue so the business side can move on its own timeline.
HSBC runs 100-200 templates with complex SWIFT integrations through the same approach, which gives a sense of the scale it handles.
Happy to reconnect here if the timing ever works.
Rodney
Salvatore Conza
SVP, Planning and Strategy
operations · vp
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📋 CSFIN1.PDF
Angle: strategic infrastructure modernization and legacy bridge focus
Hooks: your focus on bridging legacy platforms with hybrid-cloud environments at Mutual of America, recent leadership shifts with Christine Janofsky and Aiden Redmond as you scale retirement plan operations, managing 100+ templates like portfolio reports and 1099s within OpenText Exstream
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Mutual of America
Hi Salvatore,<br><br>Rodney here from MHC Automation.<br><br>Given your role in planning and strategy at Mutual of America, I wanted to ask about something that comes up a lot at financial services firms your size. When your team needs to update participant-facing documents like account statements, regulatory disclosures, or enrollment materials, does that still require going through IT and waiting on a developer?<br><br>It's one of those things that looks like a small friction until a compliance deadline hits or you're trying to roll out updated retirement readiness content to your participant base at scale. At that point the queue becomes the problem.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person at Mutual of America, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Salvatore,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example I thought was relevant: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Complex requirements, tight compliance windows, high volume. Before, changes to those templates went through a developer. Now the business side handles them directly, with controls in place.<br><br>For a firm like Mutual of America that's expanding digital participant tools, that kind of flexibility matters. When a disclosure requirement changes or you're pushing updated retirement readiness materials to your participant base, the people who need to make the change shouldn't be waiting on a ticket.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate IT tickets
Subject: One last thing, Salvatore
Hi Salvatore,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates with complex SWIFT requirements using our automation · Asset: CSFIN1.PDF
Salvatore, good to be connected. Sent you a few notes over email about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try.
At MHC we help financial services firms get template ownership off the IT queue and onto the business side. HSBC used that model to manage 100-200 templates with complex SWIFT requirements without routing every change through a developer.
Given Mutual of America's scale, that IT ticket bottleneck on template changes tends to compound fast across planning and strategy initiatives.
Happy to reconnect here if the timing ever works.
Rodney
Alex Chang
Sr. Enterprise Architect
engineering · manager
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📋 GUASP3.PDF
Angle: enterprise data and cloud modernization strategy
Hooks: Experience managing enterprise data management and innovation at Mutual of America, Background in scaling quant data architecture and cloud technology evaluation from AllianceBernstein, Focus on building resilient back-end solutions for high-volume financial services platforms
posture: peer CTA: soft type: problem_first
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Subject: Document templates + enterprise architecture
Hi Alex,<br><br>Rodney here from MHC Automation.<br><br>Given your role in enterprise architecture at Mutual of America, I wanted to ask about something we see come up a lot at retirement services organizations your size. Is document template management still sitting entirely on the IT side, where every change to a participant statement, regulatory disclosure, or client communication requires a developer to go in and touch the system?<br><br>When the document layer is tightly coupled to the underlying platform, it creates a quiet bottleneck. Compliance needs a disclosure updated, marketing wants a letter revised, ops needs a new notice added. Each one becomes a ticket. Each ticket joins a queue. And your developers end up spending time on template changes instead of the cloud modernization work that actually moves the needle.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Alex,<br><br>Following up on what I sent about the template management bottleneck.<br><br>We recently helped HSBC manage 100 to 200 complex trade document templates, including letters of credit, guarantees, and SWIFT messages, while significantly reducing the IT overhead tied to maintaining them. Their team was able to shift document ownership to the business side without losing the controls IT needed to keep in place.<br><br>For a retirement services organization like Mutual of America, the parallel is pretty direct. Participant statements, enrollment confirmations, regulatory disclosures, beneficiary notices. Each one likely pulls from a different system. When a regulatory requirement changes or a new plan type gets added, someone has to track down the right template and get a developer involved. That's a slow path when your team is trying to stay focused on broader modernization.<br><br>That's what MHC NorthStar CCM does differently: it takes the routine template changes out of the developer queue so your architects can stay focused on higher-priority infrastructure work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate IT tickets and developer scarcity friction.
Subject: One last thing, Alex
Hi Alex,<br><br>Sent you a couple of notes about document infrastructure at Mutual of America. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction point as the cloud modernization work ramps up, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT communications while reducing IT overhead. · Asset: GUASP3.PDF
Hey Alex, appreciate the connect.
Sent you a couple of emails about the IT ticket bottleneck on template changes, so you've probably seen the gist of what we do. At MHC we help financial services firms move template ownership to the business side so changes stop queuing through IT. HSBC ran 100-200 complex templates and SWIFT communications through that model while cutting IT overhead significantly.
Given your architecture remit at Mutual of America, figured this channel might work better than email.
Worth a quick conversation to see if any of this is relevant?
Rodney
Craig Cooperman
VP, Digital Marketing & Social Media
operations · vp
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📋 CSFIN1.PDF
Angle: omnichannel customer acquisition and retirement plan advisor tools
Hooks: Your focus on improving the customer experience through omnichannel strategies for Mutual of America's retirement plans., Your background at Prudential managing search and eMarketing campaigns for complex financial products., The recent 2025 shift in sales operations to enhance advisor-led retirement plan experiences.
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Mutual of America
Hi Craig,<br><br>Rodney here from MHC Automation.<br><br>Given your role in digital marketing at Mutual of America, I wanted to ask about something that comes up a lot at financial services organizations your size. As you're building out omnichannel participant tools and advisor-facing resources, is the document production layer keeping up with the rest of that modernization effort?<br><br>What we usually see: the digital experience gets upgraded, but account statements, regulatory disclosures, participant welcome kits, and retirement plan communications are still running through a legacy composition system that requires a developer for every change. Marketing and compliance want to move fast. The document layer slows everything down.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get your participant-facing communications moving at the pace your digital initiatives require. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: digital_transformation
Hi Craig,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly instead of routing every update through a developer.<br><br>For a retirement services organization with your member base, that kind of flexibility matters. When a disclosure requirement changes or a new plan communication needs to go out across participant accounts, the compliance or marketing team makes the update the same day instead of waiting on an IT ticket.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Craig
Hi Craig,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you build out the participant experience, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Craig, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try since the emails went quiet.
At MHC we help financial services firms get template ownership off IT queues and into the hands of business teams. ING Poland moved around 600 templates through that kind of shift, and HSBC did something similar at scale across their SWIFT communications.
If any of this lands, feel free to reach out whenever.
Rodney
James Stephenson
Director, Infrastructure & Operations
engineering · director
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📋 CSFIN1.PDF
Angle: DevSecOps and Automation Leadership
Hooks: Experience overseeing DevSecOps and Change Management at Mutual of America, Successfully implemented automation initiatives to improve service delivery and cost savings, Role involves balancing critical infrastructure stability with long-term strategic IT goals
posture: peer CTA: soft type: problem_first
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Subject: Document infra at Mutual of America
Hello James,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing infrastructure and operations at Mutual of America, I wanted to ask about something we see come up a lot at financial services organizations your size. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side?<br><br>For teams with your scope, the pattern usually looks like this: compliance or ops needs to update a disclosure, a statement, or a participant notice. It lands in an IT queue. A developer who knows the composition system has to make the change. And with a participant base your size, that queue never really empties.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: platform_evaluation
Hello James,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles updates directly without routing changes through a developer.<br><br>For a retirement services organization with your member base, that matters most when a regulatory disclosure has to propagate across account statements, participant notices, and enrollment documents on a tight timeline. On most legacy CCM platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: it_architecture
Subject: One last thing, James
Hello James,<br><br>Sent you a couple of notes about document infrastructure at Mutual of America. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Hey James, appreciate you connecting.
Sent you a few emails about the CCM evaluation piece I mentioned, so you've got some context on what we do. Short version: MHC helps financial services firms get off legacy document platforms and move template ownership to the business side. ING Poland migrated around 600 templates through a similar process, and HSBC ran a comparable consolidation across their SWIFT-linked communications.
If Mutual of America is anywhere in that evaluation cycle, even early stages, worth a quick conversation to see if any of this is relevant?
Rodney
Subhang Shah
Executive Vice President & Chief Information & Digital Officer
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic digital modernization under new leadership
Hooks: Your appointment as CIDO and the recent addition of Christine Janofsky as CFO signals a major push toward tech-driven growth at Mutual of America., Responsibility for digital product management and core IT governance as mentioned in your recent digital vision strategy., The focus on enhancing customer experiences for retirement plan products as part of the 2025 sales operations restructure.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your digital roadmap
Hi Subhang,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital transformation at Mutual of America, I wanted to ask something that comes up a lot at financial services organizations your size. Is the document production layer keeping pace with the rest of your modernization efforts, or is it one of those things that quietly slows everything else down?<br><br>We work with a lot of FinServ companies where the document infrastructure sits on a platform that requires a developer for every template change. Account statements, regulatory disclosures, participant communications. Any update that touches those goes through IT. That's usually fine until the digital roadmap accelerates and the document layer becomes the bottleneck nobody planned for.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency without disrupting what's already in place. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT architecture lock-in risk with OpenText Exstream blocking the digital roadmap.
Hi Subhang,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The reason they made the move was straightforward: their legacy platform required developer involvement for every template change, and that was slowing down compliance and ops teams who knew exactly what the documents needed to say.<br><br>By giving the business side the ability to make those changes directly, HSBC removed IT from the day-to-day change path. That matters a lot when a regulatory disclosure update or a participant communication revision has to go out across your member base fast. On MHC NorthStar CCM, the compliance or ops team makes the change. IT stays focused on higher-priority work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate the risk of IT dependency bottlenecks in document template changes before committing further to the current architecture.
Subject: One last thing on CCM at Mutual of America
Hi Subhang,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT communications using MHC to decouple IT from document operations. · Asset: CSFIN1.PDF
Good to be connected, Subhang.
Sent you a few notes on the Exstream lock-in risk and how that kind of architecture dependency tends to sit in the middle of a broader digital roadmap. At MHC we help financial services firms decouple document operations from the IT layer so the business side can move without waiting on developer cycles. HSBC used that approach to manage 100-200 complex templates and SWIFT communications without routing changes through their IT queue.
Worth a quick conversation to see if any of this is relevant?
Rodney
Hull & Company
hullco.com
· insurance
· Stockton, US
A wholesale insurance broker providing excess and surplus lines coverage to independent agents and brokers.
Confirmed Oracle Documaker usage via corroborated HG Insights data and legacy system alignment for MGA operations within Brown & Brown architecture.
Tier 1 score 79
Chris
⭐ Oracle Documaker
201_500 employees · 250m_1b
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
JavaScript
HG Insights
Microsoft Outlook
HG Insights
Strategic Initiatives
- Integration into Bridge Specialty Group to unify Brown & Brown's wholesale brokerage brands
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Wholesale Brokerage / MGA
Awareness: stage_2
Scale: mid — Annual Revenue (Proxy) $467.3M
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- Leadership Change: Michael Patterson promoted to VP
- Property Broker at JenCap (competitor)
- reflecting talent mobility in the broker space.
- M&A: Parent company Brown & Brown continues aggressive acquisition strategy
- potentially increasing CCM complexity across subsidiaries.
- +2 more
Contacts (9)
active: 4 completed: 5
4 active · 0 🔗
Jason Carter
Operations Leader
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: Brown & Brown acquisition synergy + Documaker developer scarcity
Hooks: 9-year tenure at Brown & Brown / Hull & Company, Experience bridging IT operations and accounting workflows, Hull & Company's scale with 9+ document types like decs and endorsements, Recent acquisition growth under Brown & Brown
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: business-user self-service
Subject: —
—
Proof: Guardian and 25+ other insurers use MHC to eliminate IT bottlenecks. · Asset: ULTIMA1.PDF
—
Jon Longsdorf
Vice President, Digital Products
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: M&A Digital Integration
Hooks: Your recent promotion to VP, Digital Products at Bridge Specialty Group following the LocalEdge/NBS acquisition, Experience developing customer statements at Chase and managing quote/bind apps at Nationwide, The challenge of scaling a digital roadmap across 25+ boutique brands under the Bridge Specialty umbrella
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: Business-user self-service to reduce developer scarcity friction
Subject: —
—
Proof: 25+ insurers + Aspire #1 mid-market ranking · Asset: ULTIMA1.PDF
—
John Barfield
EVP / Profit Center Leader
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: leadership of Braishfield division within Hull & Company and carrier-facing document strategy
Hooks: responsibility for sales and operations at Braishfield, a division of Hull & Company, focus on delivering for carrier partners and customers through quality documentation, leadership role in Bridge Specialty Group overseeing Commercial and Personal Lines programs
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker developer scarcity ($150K+) and the IT ticket bottleneck for every quote or certificate template change.
—
Reframe: Documaker is sunsetting; don't just migrate to another legacy tool. Move to a business-user self-service model to eliminate IT dependency.
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate automate millions of documents, reducing 2.5-week template cycles to 2 days. · Asset: ULTIMA1.PDF
—
Steve Emmons
Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic technical oversight for Bridge Specialty's 25+ boutique wholesale brands (including Hull & Company)
Hooks: your promotion to CIO following your tenure as Head of IT Strategy, the integration of 25+ wholesale brands like Hull & Company into the unified Bridge Specialty brand, managing a document-intensive E&S environment encompassing renewals, endorsements, and claims for a $6B premium book
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: business-user self-service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
—
Ted Stuckey
SVP, Head of Digital Distribution and Strategy
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic digital leadership following NBS acquisition and LocalEdge rebranding
Hooks: Leadership in the transition of NBS to LocalEdge Brokerage within Bridge Specialty, Recent promotion to SVP, Head of Digital Distribution and Strategy in August 2025, Focus on streamlining digital distribution for retail partners across the Bridge Specialty Group ecosystem
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: evaluate alternatives to default tech debt before committing to long-term digital distribution roadmaps
Subject: —
—
Proof: MiWay (Insurance) · Asset: ULTIMA1.PDF
—
Dorothea Henderson
Chief Information Technology Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 12
step 2/3
📋 UNLOCK1.PDF
Angle: strategic_modernization_leader
Hooks: Your recent appointment as CITO at Brown & Brown to lead enterprise technology strategy following your success at CareFirst BCBS., Focus on advancing digital capabilities and AI to support acquisition integration across 700+ locations., Recognition as a 2025 Modern Healthcare Leading Women honoree for driving operational resilience.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates, Hull & Company
Hi Dorothea,<br><br>Chris here from MHC Automation.<br><br>Given your role as CITO at Hull & Company, I wanted to ask about something we see come up a lot at wholesale brokerages your size. Does updating policy documents and broker-facing correspondence still require going through a developer every time a change needs to be made?<br><br>At a lot of E&S shops, the document layer is the last thing to get modernized. Templates get touched by one or two people who know the system, and when those people are pulled onto higher-priority work, changes queue up. With Hull integrating into Bridge Specialty Group, I'd imagine there's added pressure to standardize document output across brands without creating a bottleneck for every template change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team reduce that dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Dorothea,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently worked with Essilor across 30 global locations. They reduced their template library by 60% and cut infrastructure costs by 65%. Straight-through processing went from 25% to 98% in three months. A big part of that was getting document changes out of the developer queue entirely.<br><br>The pattern we see in insurance is similar. A regulatory update hits, or a new carrier relationship changes the required language on a certificate or binder, and someone has to find the right template in a system only a developer can touch. With a platform integration like the one Hull is working through with Bridge Specialty Group, that kind of friction compounds fast across brands.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with approval workflows built in, without waiting on IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, Dorothea
Hi Dorothea,<br><br>Sent you a couple of notes about the document infrastructure piece at Hull. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Bridge Specialty integration moves forward, feel free to reach out.
Proof: T2_metric · Asset: UNLOCK1.PDF
Hey Dorothea, appreciate you connecting.
I sent a few emails over the past few weeks about the IT dependency piece, so you have some context on what we do. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so it's a model that holds at scale.
If any of this lands, feel free to reach out whenever.
Chris
Kelsey Eshleman
Operations Leader
operations · director
active
primary
– none
champion
seq 4
step 1/3
📋 UNLOCK1.PDF
Angle: Operations leadership at Hull & Company Jacksonville, overseeing budget, compliance, and teammate engagement while navigating the complexities of wholesale insurance workflows.
Hooks: Current role as Operations Leader at Hull & Company Jacksonville, managing daily operations, compliance, and efficiency for the team., Background in interpersonal communications and educational leadership applied to insurance operations and high-quality client service., Experience managing a variety of commercial insurance document types like declarations and claims correspondence in a high-volume brokerage environment.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Hull & Co document workflows
Hi Kelsey,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Hull & Company, I wanted to ask about something that comes up a lot at wholesale brokerages your size. Does updating policy documents, endorsements, or renewal notices still require going through IT and waiting on a developer to touch the system?<br><br>In wholesale and E&S lines, that bottleneck tends to be pretty painful. Compliance language changes, coverage terms shift, and every update becomes a ticket in a queue. The people who actually know what the document should say are waiting on someone who knows how to make the system do it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck created by legacy Oracle Documaker systems where every template change for renewals or claims requires a ticket and a long wait for specialized IT developer resources.
Hi Kelsey,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We worked with Guardian Life and Allstate as part of a broader initiative to streamline document operations across 25+ insurers. The shift was moving from developer-heavy change cycles to something the ops side could actually manage directly. Changes happened the same day instead of waiting on a queue.<br><br>For a team handling wholesale and E&S workflows, that matters. When a coverage term needs updating across renewal notices or policy forms, the wait is usually measured in days or weeks. On MHC NorthStar CCM, the compliance or ops team makes the change directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to standard upgrades, evaluate how a business-user-led approach can eliminate the $150K+ developer scarcity risk and empower DocOps to manage template updates directly.
Subject: One last thing, Kelsey
Hi Kelsey,<br><br>Sent you a couple of notes about document workflows at Hull & Company. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline document operations across 25+ insurers, moving from developer-heavy cycles to operational efficiency. · Asset: UNLOCK1.PDF
Hey Kelsey, glad we're connected here.
I sent a couple of emails about the template change bottleneck on renewal and claims documents, specifically the developer queue dependency that comes with Documaker environments. Didn't hear back, which is fine, but figured LinkedIn might be a better thread.
At MHC we help insurers move template ownership to the business side, off IT queues. Guardian and Allstate have both been through that shift, along with a number of other carriers in similar spots.
Happy to reconnect here if the timing ever works.
Chris
Avery King
Executive Vice President / Managing Director
operations · vp
active
primary
– none
champion
seq 5
step 1/3
📋 GUC3E41.PDF
Angle: strategic growth at Hull & Company's Jacksonville office
Hooks: your promotion to Sales Leader and subsequent growth as Managing Director at the Jacksonville hub, Hull & Company's aggressive growth trajectory under the Brown & Brown parent umbrella, managing complex P&C document workflows like declarations and renewals across the wholesale brokerage network
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Hull & Company
Hi Avery,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Hull & Company, I wanted to ask about something that comes up a lot at wholesale brokerages your size. When your team needs to update a policy document or brokerage communication, does that change still have to go through IT and wait on a developer to touch it?<br><br>For a lot of the insurance organizations we talk to, the answer is yes. The business side knows exactly what needs to change, but the system requires someone with technical knowledge to make it happen. That lag adds up, especially when you're trying to move fast on placement or keep up with carrier requirements across E&S lines.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for document changes at Hull. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Oracle Documaker template changes
Hi Avery,<br><br>Following up on what I sent about the IT bottleneck on document changes.<br><br>I know the insurance proof point I can speak to most directly is the pattern, not a single metric. But I can share a relevant one from outside the vertical: Natera cut their document turnaround from 2.5 weeks to 2 days after moving to MHC. The reason that happened is the people who needed to make changes stopped waiting on a queue and started making them directly, with approval workflows built in.<br><br>The dynamic at wholesale brokerages is similar. Carrier requirements shift, placement documents need to go out fast, and if every change to a policy form or submission document requires an IT ticket, the business side is always a step behind. That's the problem MHC NorthStar CCM is built to fix: your operations team makes the change, IT keeps the controls, and the wait disappears.<br><br>With Hull integrating into Bridge Specialty Group, I'd imagine there's also some pressure to standardize document workflows across brands. That's a harder problem to solve when each team is running on a developer-dependent system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the IT ticket bottleneck with business-user self-service for document composition
Subject: One last thing, Avery
Hi Avery,<br><br>Sent you a couple of notes about document operations at Hull. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Hull grows into the Bridge Specialty Group structure, feel free to reach out.
Proof: Optum reduced template turnaround from 2.5 weeks to 2 days for 200+ healthcare templates · Asset: GUC3E41.PDF
Avery, good to have you in the network.
Sent you a few notes recently about the developer scarcity piece on Documaker template changes. At MHC we help insurers move that ownership to the business side so IT queues stop being the bottleneck. Optum did something similar and cut template turnaround from 2.5 weeks to 2 days across 200+ templates.
Not sure where Hull sits on any of this, but happy to reconnect here if the timing ever works.
Chris
Catie Brugman
Executive Vice President / Office Leader
operations · vp
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 ULTIMA1.PDF
Angle: Promotion to Ft. Lauderdale Office Leader & FSLA 2025 Leadership
Hooks: Congrats on the appointment as Office Leader for Hull Ft. Lauderdale—14 years of tenure is a serious run., Saw you're currently serving as the FSLA President for the 2025 term., Noticed your team handles a massive volume of endorsements and decs across the $220M portfolio you managed as Underwriting Manager.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Hull & Company doc process
Hi Catie,<br><br>Chris here from MHC Automation.<br><br>First, congrats on the Ft. Lauderdale Office Leader role and the FSLA 2025 Leadership recognition. Well deserved from what I can tell.<br><br>Given your position overseeing operations at Hull, I wanted to ask about something we see come up a lot at wholesale brokerages your size. Does updating policy documents like declarations pages, endorsements, or cancellation notices still require going through IT and waiting on a developer who knows the system?<br><br>At most mid-size insurers and MGAs we talk to, those changes are sitting in a queue somewhere. A compliance update comes in, a carrier requirement shifts, and the business has to wait on someone with the right technical knowledge to touch the template. That wait adds up fast when you're managing E&S lines with non-standard policy forms.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this maps to what your team deals with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity is creating a massive bottleneck for policy template changes, leaving the business waiting on IT tickets for simple dec and endorsement updates.
Hi Catie,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We work with a lot of carriers and MGAs where the same pattern shows up: the document system requires a specialist to make changes, and that specialist is increasingly hard to find or already stretched thin. When a carrier updates a form requirement or a state mandates new language on a notice, that change has to go through a ticket before anything moves.<br><br>The insurers we work with on MHC NorthStar CCM have moved that ownership to the compliance or ops side directly. The people who know what the document needs to say are the ones making the update, with approval workflows built in so IT still has visibility. The ticket never gets written.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC, alongside 60+ other insurance organizations. The pattern is consistent: once the business side can manage templates without waiting on a developer, the backlog clears up fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on the shrinking pool of Documaker experts, shift the template ownership to the business users so they can manage declarations and cancellations without an IT ticket.
Subject: One last thing, Catie
Hi Catie,<br><br>Sent you a couple of notes about the document template process at Hull. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as Hull continues integrating into Bridge Specialty Group, feel free to reach out.
Proof: MHC helps 25+ insurers (like Guardian and Allstate) and is ranked #1 in mid-market CCM by Aspire. · Asset: ULTIMA1.PDF
Hey Catie, good to be connected.
Sent you a couple of emails recently about the Oracle Documaker bottleneck on policy templates. Figured I'd reach out here since the inbox can get noisy.
At MHC we help insurers get dec page and endorsement updates off the IT ticket queue so the business side can own those changes directly. Guardian and Allstate are both running on it now, which is part of why Aspire ranked MHC #1 in mid-market CCM.
Happy to reconnect here if the timing ever works.
Chris
Global Indemnity
global-indemnity.com
· insurance
· Bala Cynwyd, US
Provider of specialty property and casualty insurance and reinsurance services for underserved markets.
Corroborated HG Insights data indicating active usage of Oracle Documaker for policy generation; company is a subsidiary of Global Indemnity Group (GBLI) which manages specialty P&C products under the United National Plus brand.
Tier 1 score 79
Chris
⭐ Oracle Documaker
201_500 employees · 250m_1b
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
—
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Insurance Specialty
Awareness: stage_2
Scale: small — sales revenues $114.2M
Doc types: manuscript endorsements, surplus lines filings, broker comms, binding authority, claims reserves
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- Leadership Change: Michael Shneibaum appointed as VP and Middle Market Business Unit Leader (UFG/related entity focus).
- Financial Performance: Global Indemnity reported $114.2M in sales revenues with a focus on specialty P&C programs.
Contacts (10)
active: 7 completed: 3
7 active · 1 🔗
Del Hinkle
Assistant Vice President Claims
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: claims_efficiency_signal
Hooks: Background in property/casualty claims and litigation management at Global Indemnity, Recent appointment of Michael Shneibaum to lead Middle Market growth, Managing high-volume claims reserves and correspondence within the P&C specialty space
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT ticket wait per change and developer scarcity impacting claims speed
—
Reframe: Documaker: compliance/508 risks and the bottleneck of manuscript endorsements
Subject: —
—
Proof: Guardian, Allstate, and 25+ insurers using MHC to eliminate legacy document friction · Asset: UNLOCK1.PDF
—
Isabel Vincenty
Director of Customer Care Operations
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: vendor_tension_plus_operational_reach
Hooks: Ongoing oversight of customer care operations at Global Indemnity / American Reliable, Context of recent Specialty P&C growth and the $114.2M performance focus, Role in managing high-volume claims correspondence and binding authority documentation
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
William Balderston
Chief Marketing Officer & President of GBLI Insurtech
operations · c_level
active
primary
– none
influencer
seq 24
step 1/3
📋 UNLOCK1.PDF
Angle: GBLI Insurtech leadership and P&C specialty growth
Hooks: Leadership of GBLI Insurtech and focus on specialty P&C modernization, GBLI's reported $114.2M in sales and focus on tech-driven specialty growth, Previous experience at Victor and USLI in sales & distribution strategy
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Global Indemnity
Hi William,<br><br>Chris here from MHC Automation.<br><br>Given your role leading GBLI Insurtech and overseeing specialty P&C growth, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update policy documents or endorsements, does that still require going through a developer to make it happen?<br><br>In specialty lines especially, manuscript endorsements and surplus filings change constantly. If every update requires an IT ticket and a developer who knows the system, that's a real drag on turnaround time. The business team knows exactly what the document needs to say, but they're stuck waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT developer scarcity ($150K+) for manuscript endorsements and surplus filings.
Hi William,<br><br>Following up on what I sent about the document change bottleneck.<br><br>I'll be honest about where we stand with insurance case studies: we have named logos across 60+ carriers, including Guardian Life, Allstate, Intact Financial, and Acuity, but I don't have a single insurer case study with a specific metric I can point to. What I can tell you is the pattern we see consistently. The carrier moves to MHC, the compliance or operations team starts managing templates directly, and the wait for developer involvement disappears.<br><br>For a specialty P&C shop like Global Indemnity, that matters most when a manuscript endorsement needs a language update or a surplus lines filing has a state-specific requirement that came in last week. Those changes shouldn't sit in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: EOL deadline for legacy systems; evaluate modernization before architecture lock-in.
Subject: One last thing, William
Hi William,<br><br>Sent you a couple of notes about document infrastructure at Global Indemnity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction point as GBLI Insurtech scales, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey William, thanks for connecting.
Saw you've been building out the insurtech side at Global Indemnity, so the emails I sent probably landed in an interesting spot. The developer dependency on Documaker for manuscript endorsements and surplus filings is the piece I was flagging, specifically what it costs when every template change needs a $150K engineer in the queue.
At MHC we help insurers move that ownership to the business side. Carriers like Guardian, Allstate, and Acuity have made that shift, along with 25 or so others in the mid-market space.
If any of this lands, feel free to reach out whenever.
Chris
Henock Asmerom
Head of Apps and Data Strategy
engineering · director
active
primary
– none
✉ hasmerom@gbli.com
● valid
decision_maker
seq 10
step 1/3
📋 ULTIMA1.PDF
Angle: strategy_alignment
Hooks: Current focus on Global Indemnity's Apps and Data Strategy for specialty P&C, Experience managing Oracle-heavy environments and enterprise data ecosystems, Strategic leadership role overseeing how GBLI tech stacks support middle market growth
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Global Indemnity
Hi Henock,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing apps and data strategy at Global Indemnity, I wanted to ask about something that comes up a lot with teams like yours. Is the document layer one of those things that keeps showing up as a quiet blocker when you're trying to move faster on other priorities?<br><br>What I usually hear from heads of engineering at specialty carriers is that document template changes, policy correspondence, endorsements, renewal notices, that kind of thing, still require a developer to touch them. It's not a huge ticket. But it's a constant one. And when your developer pool is small and expensive, that drip adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this maps to what you're dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Henock,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, Acuity, and a dozen other insurers run their policyholder communications on MHC. The pattern we see across all of them is pretty consistent. The insurer moves over, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every correspondence change.<br><br>For a head of engineering, that means your developers stop getting pulled into work that doesn't need them. The people who know what a renewal notice or endorsement should say are the ones making the update. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps=IT ticket wait per change; blocking modernization roadmap
Subject: One last thing, Henock
Hi Henock,<br><br>Sent you a couple of notes about the document infrastructure piece at Global Indemnity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on your modernization roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Henock, good to be connected. I sent a few emails over the past weeks about the developer scarcity piece, specifically getting template changes off the queue when senior engineering talent is this hard to backfill.
At MHC we help insurers shift document ownership to the business side so IT isn't the bottleneck on every communication update. Acuity and Intact are both running that model now, along with 25 or so other carriers we work with.
Given your remit across apps and data at Global Indemnity, it seemed worth a direct note. If any of this lands, feel free to reach out whenever.
Chris
Praveen Reddy
President & CEO, Penn-America Underwriters LLC
operations · c_level
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic M&A and tech-led growth under Project Manifest
Hooks: Leadership of the new Penn-America Underwriters (PAU) subsidiary following GBLI's reorganization, Recent acquisition of AI-enabled digital marketplace Sayata to accelerate the PAU roadmap, Extensive background as a former CIO at Aon Affinity and Marsh, highlighting technical-strategic hybrid perspective
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change and developer scarcity ($150K+) impacting the next phase of growth for Penn-America's manuscript endorsements and surplus lines filings
—
Reframe: Business-user self-service to prevent document operations from becoming the biggest liability in the 'Project Manifest' expansion
Subject: —
—
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, and Aspire ranks us #1 for mid-market insurers · Asset: ULTIMA1.PDF
—
Christi McManus
Assistant Vice President Operations
operations · vp
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 UNLOCK1.PDF
Angle: internal tenure and operational oversight
Hooks: Your 23-year journey at GBLI from the underwriting desk to AVP of Operations, Managing the operational flow for Global Indemnity's specialty P&C lines like manuscript endorsements and surplus lines, Integrating strategic operational initiatives while maintaining dual roles as a healthcare professional
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Global Indemnity
Hi Christi,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Global Indemnity, I wanted to ask about something that comes up a lot at specialty insurers your size. Does updating customer-facing policy documents still require going through IT and waiting on a developer who knows the system?<br><br>For a lot of ops leaders, every template change, whether it's a policy form, a declarations page, or a notice, turns into a ticket. Someone has to track down the right developer, wait on their queue, and then test the output. It adds weeks to changes that should take hours.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue and back in your hands. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christi,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We work with insurers that were running on older document platforms where every template update required a developer to touch the system. Companies like Guardian Life and Allstate made that shift with MHC. In a lot of those cases, what used to take two to three weeks to push through was happening in under 48 hours once the business side could make changes directly.<br><br>For a specialty P&C operation like Global Indemnity, that matters when a regulatory change hits a state where you write business and the policy forms have to reflect it fast. Right now that's probably a developer project. With MHC NorthStar CCM, your ops or compliance team handles it directly, with approval workflows built in so nothing goes out unchecked.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Christi
Hi Christi,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate modernize their Documaker environments, frequently moving from multi-week template cycles to under 48 hours. · Asset: UNLOCK1.PDF
Christi, good to have you in the network.
Sent you a few emails about the IT dependency piece on template changes, so you have some context on what we do. At MHC we help insurers get document updates off the developer queue and into the hands of the business team directly. Guardian moved from multi-week template cycles to under 48 hours once that handoff shifted.
Not sure where Global Indemnity sits on any of this, but if any of it lands, feel free to reach out whenever.
Chris
Noreen Marshall
Vice President of Operations
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 UNLOCK1.PDF
Angle: Documaker bottleneck and specialty P&C scale
Hooks: Your 35+ years in insurance operations across United America and now GBLI, GBLI's focus on specialty P&C and middle market growth following Michael Shneibaum's appointment, Managing manuscript endorsements and surplus lines filings via Documaker
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Global Indemnity
Hi Noreen,<br><br>Chris here from MHC Automation.<br><br>Given your role running operations at Global Indemnity, I wanted to ask about something that comes up a lot at specialty P&C carriers your size. Does updating policyholder-facing documents still require going through IT and waiting on a developer who knows the system?<br><br>It's a pattern we see constantly in this space. The business side knows exactly what needs to change, whether it's a policy form, a declarations page, an endorsement, a renewal notice. But the change sits in a queue until someone with the right technical access can get to it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help get document changes out of IT's hands and into yours. If you're not the right person at Global Indemnity for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Noreen,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with 25+ insurers running legacy document platforms, and the story is almost always the same. Business users know what the document should say. They just can't get to it without filing a ticket.<br><br>The carriers that move off that model hand template ownership to the people doing the actual work: compliance, ops, communications. Changes that used to take days or weeks happen the same day. When a state filing comes in or a form needs updating across your specialty lines book, the wait disappears.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Noreen
Hi Noreen,<br><br>Sent you a couple of notes about document infrastructure at Global Indemnity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market · Asset: UNLOCK1.PDF
Noreen, appreciated the connection.
Sent you a few emails about the IT dependency piece, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that, and it's become a pretty consistent problem across the mid-market specifically. We work with 25+ carriers, and Aspire ranked us the top mid-market CCM platform, which tells you something about where the demand is coming from.
If Global Indemnity is in a similar place, happy to reconnect here if the timing ever works.
Chris
Evan Kasowitz
Chief Operating Officer
operations · c_level
active
primary
🔗 connected
decision_maker
seq 8
step 2/3
📋 ULTIMA1.PDF
Angle: recent COO appointment and specialty P&C scale
Hooks: Promotion to COO in March 2026 after leading Belmont Holdings, Global Indemnity's focus on specialty P&C lines like manuscript endorsements and surplus lines, Managing document operations for five statutory insurance carriers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Global Indemnity
Hi Evan,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at Global Indemnity, I wanted to ask about something we see come up a lot at specialty P&C carriers your size. Does updating policyholder documents still require going through a developer who knows the system?<br><br>It's a common setup: the compliance or ops team knows exactly what needs to change on a declarations page or endorsement, but the actual change has to go through IT. That creates a queue. The queue creates delays. And at renewal time or when a state filing comes through, those delays have a real cost.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding to the IT workload. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Evan,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We work with 25+ P&C insurers who were in a similar spot: business teams waiting on IT for every template update, whether it was a policy form, a renewal notice, or a compliance-driven change to endorsement language.<br><br>The pattern we see after they move to MHC NorthStar CCM is consistent. The compliance or ops team starts handling template changes directly, within the guardrails IT sets. The ticket never gets written. Changes that used to take days or weeks happen the same day.<br><br>For a specialty carrier like Global Indemnity, where forms and endorsements can be pretty specific to the line of business, that kind of flexibility matters. Especially when a state filing requires a quick turnaround.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Evan
Hi Evan,<br><br>Sent you a couple of notes about document operations at Global Indemnity. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: 25+ insurers trust MHC to automate complex P&C document workflows, reducing IT tickets for template changes by enabling business users. · Asset: ULTIMA1.PDF
Appreciated the connection, Evan.
Sent you a few emails about the IT dependency piece on template changes. Didn't want to let the connection go without saying something directly.
At MHC we help insurers get document template ownership off the developer queue and onto the business side. We work with 25 or so P&C carriers where that shift alone took a meaningful chunk of IT tickets off the board.
If any of this lands, feel free to reach out whenever.
Chris
Alan Hirst
Chief Information Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 9
step 2/3
📋 CUSTOM1.PDF
Angle: specialty P&C architecture legacy
Hooks: GBLI's focus on specialty P&C like manuscript endorsements and surplus lines filings, Your 20+ years of IT experience in financial industries, Recent $114.2M sales performance signaling scale requirements
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Global Indemnity
Hi Alan,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Global Indemnity, I wanted to ask about something that comes up a lot at specialty P&C carriers. Does updating policyholder documents still require going through a developer who knows the system?<br><br>At companies running older document platforms, every template change, whether it's a declarations page, endorsement, or renewal notice, turns into an IT project. The business side knows what the document needs to say. But they can't touch it without a developer in the loop.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Alan,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, getting all their member communications into one compliant workflow. The compliance team started handling changes directly. The wait for a developer to touch the template went away.<br><br>For a specialty P&C carrier like Global Indemnity, the parallel is pretty direct. Declarations pages, endorsements, cancellation notices, these documents pull from policy admin and claims systems, and when a form filing changes or a state requires updated language, someone has to find the right template in a system most of your business users can't access.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Alan
Hi Alan,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Optum managed 200+ complex templates and Natera cut cycle times from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
Hey Alan, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move without waiting on engineering bandwidth.
At MHC we help insurers do exactly that. Optum moved 200+ complex templates under business ownership, and Natera got cycle times down from 2.5 weeks to 2 days once they did.
Figured LinkedIn might be a better place to have this conversation than an inbox.
If any of this lands, feel free to reach out whenever.
Chris
Jeffrey Brodsky
Azure Cloud Architect
engineering · manager
active
primary
⏳ pending
decision_maker
seq 8
step 2/3
📋 CUSTOM1.PDF
Angle: cloud modernization alignment
Hooks: Azure Cloud Architect role at GBLI | Global Indemnity, Recent Microsoft certifications including Azure Security Engineer Associate (Jan 2025), GBLI's focus on specialty P&C specialty growth ($114.2M sales revenue)
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your Azure work
Hi Jeffrey,<br><br>Chris here from MHC Automation.<br><br>Given your role as Azure Cloud Architect at Global Indemnity, I wanted to ask about something that comes up a lot when insurance companies are modernizing their cloud infrastructure. Is the document production layer keeping up with the rest of your Azure work, or is it still running on developer-dependent workflows that weren't really built for a cloud-native environment?<br><br>What I usually hear from architects in your position: the document side gets treated as a lift-and-shift item. The old system moves to the cloud, but all the same bottlenecks come with it. Every template change still requires a developer who knows the system. The business side still files tickets. The agility you're building everywhere else just doesn't apply to documents.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up engineering bandwidth on the document side as you continue the Azure buildout. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'Documaker Tax' on cloud agility — where legacy CCM architecture forces IT to maintain complex, fragile developer-dependent workflows instead of lean cloud-native services.
Hi Jeffrey,<br><br>One more thought on the cloud modernization piece I mentioned.<br><br>We've worked with 25+ insurance carriers on this specific problem, and the pattern is pretty consistent. The insurer invests in cloud infrastructure, gets lean and modern on the application side, and then the document layer becomes the last thing holding the architecture together with duct tape. Compliance needs a policy wording change. Someone files a ticket. A developer who knows the legacy system has to touch it. The wait disappears everywhere else in the stack except there.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the change directly, within approval workflows IT sets. Engineering stops fielding document tickets and stays focused on the cloud work that actually requires them.<br><br>For an Azure architect, that's not a small thing. It means the document service runs lean, scales with the rest of your infrastructure, and doesn't require specialized institutional knowledge to maintain.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just lift-and-shift legacy CCM debt to Azure; swap developer-heavy template coding for business-user self-service to free up high-value engineering resources.
Subject: One last thing, Jeffrey
Hi Jeffrey,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your cloud modernization work, feel free to reach out.
Proof: MHC helped major insurers transition from legacy bottlenecks to agile operations, highlighted by our 25+ insurance customers and Aspire's #1 mid-market ranking. · Asset: CUSTOM1.PDF
Hey Jeffrey, appreciated you connecting.
Sent you a few emails about the legacy CCM overhead I'd describe as the "Documaker tax" on cloud agility, where fragile developer-dependent workflows end up creating drag on what should be lean cloud-native services. That tension tends to land differently with architects than it does with ops folks.
At MHC we help insurers move template ownership off IT queues and to the business side. We've worked through that shift with 25+ insurance carriers, and Aspire ranked us number one in mid-market CCM for it.
Happy to reconnect here if the timing ever works.
Chris
Preferred Mutual
preferredmutual.com
· insurance
· New Berlin, US
A mutual property and casualty insurance provider serving policyholders in the Northeastern United States through independent agents.
Corroborated via tech-install data and recent leadership appointments in IT infrastructure. While no public case study was found for this specific entity, the confirmed status is maintained per existing vendor input and absence of contradiction in high-level IT leadership changes.
Tier 1 score 79
Chris
⭐ Oracle Documaker
201_500 employees · 250m_1b
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Strategic Initiatives
- Enhancing customer engagement through technology via the MyPreferred mobile app., Regional market expansion in Massachusetts and New Hampshire through dedicated field agency management.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mid — customers 235,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) and Acuity on NorthStar CCM.
Live Signals (leadership, M&A, events)
- leadership_change: David D. Smith appointed as Senior Vice President
- Chief Information Officer (CIO).
- leadership_change: William C. Craine elected Chairman of the Board of Directors.
- award: Named a USA TODAY Top Workplace for 2026.
Contacts (8)
active: 3 completed: 2 queued: 3
3 active · 0 🔗
Rakesh Kaushika
Transformation Office Leader
operations · vp
queued
primary
– none
influencer
seq 27
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise data transformation leader
Hooks: Leadership in Preferred Mutual's data warehouse and reporting system transformation, Recent USA TODAY Top Workplace 2026 recognition for Preferred Mutual, Appointment of David D. Smith as new CIO in 2025 as a catalyst for modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes slowing Preferred Mutual down?
Hi Rakesh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Preferred Mutual, I wanted to ask about something that comes up a lot at regional P&C carriers. Does updating policyholder documents like declarations pages, renewal notices, or endorsements still require going through a developer to make the change?<br><br>At a lot of insurers, the answer is yes. A compliance or ops team spots something that needs to change, files a ticket, and waits. Meanwhile the document is live and wrong, or the update misses a state deadline. That dynamic gets harder to manage when you're expanding into new markets like Massachusetts and New Hampshire and need localized versions of the same documents fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rakesh,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Allstate, Acuity, and 25+ other insurers have moved to MHC to get IT out of the day-to-day document change path. The pattern is pretty consistent: once the compliance or ops team can make template updates directly, the ticket queue for document changes stops being a thing. Changes happen the same day instead of waiting on a sprint cycle.<br><br>For a carrier expanding into new states, that matters. Every new market means new required language, new formatting rules, sometimes new document types entirely. On most legacy systems, each of those is a developer project. Declarations pages, endorsements, cancellation notices, renewal documents all need state-specific variants, and when a regulatory change hits, someone has to get into the system to fix it.<br><br>That's what MHC NorthStar CCM does differently: the business side handles those changes directly, with controls in place so nothing goes out without the right approvals.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Rakesh
Hi Rakesh,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction point as you expand into new markets, feel free to reach out.
Proof: Allstate, Acuity, and 25+ other insurers use MHC to eliminate IT bottlenecks. · Asset: UNLOCK1.PDF
Rakesh, saw you accepted the connection and wanted to drop a quick note.
I sent a few emails recently about the IT dependency piece on document changes. At MHC we help insurers move template ownership to the business side so IT queues stop being the bottleneck. Allstate, Acuity, and 25+ other carriers have made that shift with us.
Given the transformation work you're leading at Preferred Mutual, it seemed worth a mention. Worth a quick conversation to see if any of this is relevant?
Chris
Archana Ramani
Senior Software Engineer
engineering · manager
queued
tertiary
– none
decision_maker
seq 71
step 0/3
📋 ULTIMA1.PDF
Angle: IT infrastructure modernization with David Smith
Hooks: Preferred Mutual being named a USA TODAY Top Workplace for 2026, David Smith's recent appointment to SVP and CIO to drive digital evolution, Her Guidewire Associate Insurancesuite Analyst certification from Dec 2024
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes without IT tickets
Hi Archana,<br><br>Chris here from MHC Automation.<br><br>Given your role as a senior engineer at Preferred Mutual, I wanted to ask about something we see come up a lot at regional P&C carriers. Does managing document template changes still land on your team's plate, even when the request is coming from compliance or ops?<br><br>It's a common pattern. A business user needs to update a policy notice or renewal letter, but the template lives in a system that requires a developer to touch it. So it becomes an IT ticket, it joins a queue, and your engineers are spending time on document formatting instead of infrastructure work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes off your team's backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Archana,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now, along with 25+ other insurers. The pattern we see after they move over: the compliance or ops team starts handling template changes directly, and the ticket never gets written in the first place.<br><br>For a carrier like Preferred Mutual, that matters most when something like a state regulatory update hits and declarations pages, renewal notices, or cancellation letters all need to change fast. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Archana
Hi Archana,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) and 25+ other insurers trust MHC to decouple document logic from core code. · Asset: ULTIMA1.PDF
Archana, glad you connected. Sent you a few emails about getting document changes off the developer queue, so figured I'd try here instead.
At MHC we help insurers move template ownership to the business side so engineering isn't the bottleneck on every customer comms update. Guardian and Allstate are in that group, along with 25 or so other carriers who've made that same shift.
Given what's on most engineering teams' plates right now, it's a conversation that tends to land differently depending on the timing.
Happy to reconnect here if the timing ever works.
Chris
Jessica White
Director, Auto Claims
operations · director
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 ULTIMA1.PDF
Angle: leadership in claimspay and guidewire modernization
Hooks: successful implementation of ClaimsPay for electronic payments, Claims Lead for Preferred Mutual's Guidewire transformation, over 18 years at Preferred Mutual, starting as a trainee in 2008
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Preferred Mutual
Hi Jessica,<br><br>Chris here from MHC Automation.<br><br>Given your role running auto claims at Preferred Mutual, I wanted to ask about something that comes up a lot at carriers your size. When a claims letter or notice needs to be updated, does that still require going through IT and waiting on a developer to make the change?<br><br>We see it constantly in P&C. The people who know what a claims correspondence should say, the adjusters, the compliance team, have to file a ticket and wait. A regulatory update or a new state requirement turns into a two-week project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jessica,<br><br>One more thought on the document change dependency piece I mentioned.<br><br>We work with 25+ insurers who were in the same spot, core systems modernizing on one side, document production still stuck behind a developer queue on the other. That gap tends to get wider when you're pushing through changes like Guidewire migrations or expanding into new markets where state-specific language has to be right before you go live.<br><br>What MHC NorthStar CCM does differently is it removes the developer from the day-to-day change path without removing the controls. Your compliance or claims ops team makes the change directly. IT stays in the loop on approvals but stops being the bottleneck for every update to a claims letter or renewal notice.<br><br>For carriers moving fast on modernization, that matters. The document layer usually lags everything else.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jessica
Hi Jessica,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become a friction point as Preferred Mutual keeps expanding, feel free to reach out.
Proof: 25+ insurers trust MHC to bridge the gap between legacy core systems and modern digital delivery, with Aspire ranking us #1 for mid-market CCM. · Asset: ULTIMA1.PDF
Hey Jessica, appreciated the connection.
I sent a few emails over the past weeks around the IT dependency piece on document changes, so figured I'd say hi here too rather than keep landing in your inbox.
At MHC we help insurers get template ownership off the developer queue and into the business side. We work with 25+ carriers at the mid-market level, and Aspire ranked us number one in that segment for CCM, so it's not a narrow niche.
Happy to reconnect here if the timing ever works.
Chris
Sheena Moshetti
Vice President, Strategy Execution
other · vp
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 ULTIMA1.PDF
Angle: Transformation leadership and 18-year tenure
Hooks: Recently appointed to VP of Strategy Execution in May 2024, Vital member of the Transformation project team leading the EPMO, Extensive background across Claims and Development roles over nearly 18 years at Preferred Mutual
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Preferred Mutual
Hi Sheena,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategy execution at Preferred Mutual, I wanted to ask about something that comes up a lot at regional P&C carriers. Does every policy document change, things like declarations pages, endorsements, renewal notices, still require going through a developer to get done?<br><br>For a lot of insurers, that's the hidden bottleneck. The business team knows what needs to change. Compliance flags something. A state files a new requirement. But the update sits in a queue waiting on someone who knows the document system. That wait slows down everything connected to it, including the broader transformation work your team is probably trying to move faster.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what you're working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+) and the IT ticket bottleneck for policy document changes (decs, endorsements) is stalling transformation roadmaps.
Hi Sheena,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: Acuity Insurance runs their policyholder communications on MHC NorthStar CCM. The pattern we see there and at other mid-market carriers is consistent. Once the business side can manage template changes directly, the compliance team stops waiting on IT to update a declarations page or endorsement. Changes happen the same day instead of sitting in a queue.<br><br>That matters especially when a state filing comes in or a regulatory change has to propagate across policy documents quickly. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place, so your ops and compliance teams aren't blocked.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your current Documaker dependency creates compliance anxiety; evaluate agile alternatives like Northstar to enable business-user self-service before defaulting to legacy upgrades.
Subject: One last thing, Sheena
Hi Sheena,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize document operations, while mid-market insurers like MiWay and Acuity use our platform to eliminate IT bottlenecks. · Asset: ULTIMA1.PDF
Sheena, good to have you in the network.
Sent you a few emails recently about the Documaker developer dependency piece and how that kind of IT bottleneck tends to slow down broader transformation work. At MHC we help insurers move template ownership to the business side so policy document changes don't sit in a queue. Guardian and Allstate have gone through that modernisation, and mid-market carriers like Acuity have used it specifically to clear the IT backlog on decs and endorsements.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael DeHetre
Executive Vice President, Chief Underwriting Officer
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic underwriting oversight & automation focus
Hooks: responsibility for the strategic objective to Advance Small Commercial Business and Product, oversight of the Underwriting organization and Marketing since early 2024, focus on developing best practices to make underwriting processes more efficient and effective
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Insurance leaders like Guardian and Allstate have moved away from Documaker's IT-dependency to MHC's business-user self-service model. · Asset: UNLOCK1.PDF
—
David Smith
Senior Vice President, Chief Information Officer
engineering · c_level
active
primary
– none
decision_maker
seq 23
step 1/3
📋 ULTIMA1.PDF
Angle: recent CIO promotion and IT strategy ownership
Hooks: Congrats on the appointment to CIO earlier this year—saw the announcement about your 15-year trajectory at Preferred Mutual., Given your focus on advancing the technical infrastructure and data architecture to drive innovation., Noticed the USA TODAY Top Workplace recognition for Preferred Mutual this year.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Preferred Mutual
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Preferred Mutual, I wanted to ask about something we see come up a lot at regional P&C carriers. Is updating policyholder documents like declarations pages, renewal notices, or endorsements still a developer project on your side?<br><br>At carriers your size, that usually means a ticket queue, a developer who knows the legacy system, and a wait that stretches days or weeks. When you're also trying to push forward on things like your mobile app experience, that kind of friction compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi David,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently worked with insurers like Guardian Life and Acuity to cut the $150K+ annual cost tied to routing document changes through specialized developers. The pattern is pretty consistent: once business users can manage template updates directly, the wait disappears and IT capacity goes back to the work that actually moves the needle.<br><br>That matters when a regulatory change hits and declarations pages or cancellation notices have to go out accurately across your full policyholder base. On most legacy systems, that's still a developer project. MHC NorthStar CCM removes that dependency without taking the controls away from IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes ever become a real friction point for the roadmap, feel free to reach out.
Proof: MHC helps insurers like Guardian and Acuity modernize their document operations to reduce the $150K+ developer dependency. · Asset: ULTIMA1.PDF
Appreciated you connecting, David.
Sent you a few emails about the IT dependency piece on template changes. At MHC we help insurers move document ownership off the developer queue to the business side. Guardian and Acuity have both gone through that shift and cut significant developer costs in the process.
I know the inbox gets noisy, so no need to revisit anything there. Happy to reconnect here if the timing ever works.
Chris
Michael Motyl
Principal Engineer
engineering · manager
queued
tertiary
– none
decision_maker
seq 72
step 0/3
📋 UNLOCK1.PDF
Angle: Alignment of engineering leadership with new CIO David D. Smith's 2025 strategic mandate and technical debt reduction.
Hooks: Involved in solving complex architectural defects that others miss., Deep experience with .NET, XML/XSLT, and SSRS—the core stack often surrounding Documaker environments., Alignment with Preferred Mutual's 2026 Top Workplace award and focus on developer environment quality.
posture: peer CTA: soft type: problem_first
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Subject: Document templates + engineering backlog
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role as Principal Engineer at Preferred Mutual, I wanted to ask about something that comes up a lot at P&C carriers your size. Does updating customer-facing policy documents still require a developer who knows the legacy system, or has your team found a way to hand that off to the business side?<br><br>The pattern I see: a compliance or ops team needs a change to a declarations page or a renewal notice, and it ends up as an IT ticket because the template lives in a system only an engineer can touch. With a new CIO in place and technical debt reduction on the 2025 roadmap, I'd imagine document infrastructure is somewhere in that conversation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the engineering lift on document changes at Preferred Mutual. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>One more thought on the engineering backlog piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved to MHC NorthStar CCM specifically to get document template changes off the developer queue. The compliance or ops team makes the change directly, with approval workflows built in, and IT stops being the bottleneck for every declarations page update or renewal notice.<br><br>For a P&C carrier expanding into new states like Massachusetts and New Hampshire, that matters more than it might seem. New market means new regulatory requirements, new document variants, and a faster pace of template changes. If every one of those still needs an engineer, it compounds quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, Michael
Hi Michael,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian Insurance and 25+ other insurers transitioned to MHC to eliminate IT dependency and legacy template bottlenecks. · Asset: UNLOCK1.PDF
Hey Michael, appreciate you connecting.
Sent you a few emails about the IT dependency piece, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and 25 or so other carriers have made that shift, mostly to stop routing every document change through an engineering ticket.
Given you're on the architecture side at Preferred Mutual, figured this channel might be a better place to have a real conversation about it.
Worth a quick conversation to see if any of this is relevant?
Chris
Christopher Marlow
Director, Infrastructure and Network Services
engineering · director
completed
primary
– none
↺ Bounced
decision_maker
seq 9
step 1/3
📋 UNLOCK1.PDF
Angle: strategic transition and modernization leadership
Hooks: his appointment to Director in June 2024 to lead strategic system transitions, previous success implementing a new service desk ticketing system and enhanced disaster recovery, 20-year background in enterprise IT and financial services operations
posture: peer CTA: soft type: problem_first
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Subject: Document template changes at Preferred Mutual
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role running infrastructure at Preferred Mutual, I wanted to ask about something we see come up a lot at regional P&C carriers. Does updating policyholder documents still require going through a developer who knows the system, or has your team found a way to hand that off to the business side?<br><br>At a lot of carriers, the answer is still the former. A compliance update or a form change goes into a ticket queue, waits on someone with the right platform knowledge, and the business team is stuck in the meantime. With Preferred Mutual expanding into new markets like Massachusetts and New Hampshire, that kind of bottleneck tends to get more expensive the faster you grow.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT dependency on the document change side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christopher,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. I'll be honest, I don't have a single insurance case study with a specific metric I can hand you. What I can tell you is the pattern we see consistently. The carrier moves to MHC, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every form change.<br><br>That matters more when you're entering new states. Massachusetts and New Hampshire each come with their own required language, their own filing requirements, their own timelines. On a legacy platform, every state-specific update to a declarations page or renewal notice is a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about document infrastructure at Preferred Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you expand, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to solve for operational document efficiency. · Asset: UNLOCK1.PDF
Appreciated the connection, Christopher.
Sent you a few emails recently about the IT dependency piece, specifically getting template changes off the developer queue so your business teams aren't waiting on tickets for every document update.
At MHC we help insurers move that ownership to the business side. Guardian and Allstate are both running that way now, along with a couple dozen other carriers who made the same shift.
If any of this lands, feel free to reach out whenever.
Chris
Insurance.com
insurance.com
· insurance
· Foster City, US
Consumer-facing insurance comparison platform providing educational resources, rate tools, and lead generation services.
Corroborated by high-confidence technology tracking data (HG Insights) identifying Oracle Documaker as the primary CCM platform. Market intelligence confirms Oracle Documaker remains a dominant legacy platform in the US insurance sector, often paired with Cloudflare for web delivery.
Tier 1 score 79
Chris
⭐ Oracle Documaker
201_500 employees · 10_50m
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Cloudflare Website Optimization
HG Insights
Strategic Initiatives
- Expansion of proprietary data surveys to drive consumer trust and authority in fluctuating rate markets.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Personal Lines (Lead Gen/Brokerage)
Awareness: stage_2
Scale: unknown — policyholders
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- Market Event: Recent sector-wide trends show legacy Oracle Documaker users (e.g.
- Enterprise carriers) migrating to Quadient and SmartCOMM to resolve document rigidity.
- Hiring: Active demand for Insurance Editors/Experts suggests a focus on content accuracy and policy documentation quality.
Contacts (7)
active: 7
7 active · 0 🔗
Suresh Kondamareddy
Vice President, IT Operations
engineering · vp
active
primary
⏳ pending
decision_maker
seq 9
step 2/3
📋 ULTIMA1.PDF
Angle: strategic oversight of QuinStreet IT operations and compliance
Hooks: Suresh's leadership of IT Operations at QuinStreet, Integration of policy data with Documaker client Gateway, Managing IT infrastructure for Insurance.com's high-volume quotes and ID cards
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Insurance.com
Hi Suresh,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT operations at Insurance.com, I wanted to ask about something that comes up a lot at companies your size. When a compliance or legal team needs to update a customer-facing document, does that still require an IT ticket and a developer before anything moves?<br><br>At a lot of insurance-adjacent organizations, the document layer is the quiet bottleneck. Someone needs to change disclosure language or update a notice, but the template lives inside a system only a developer can touch. So it waits. And the people who actually know what the document should say have no way in.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT ticket wait per change and developer scarcity
Hi Suresh,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We worked with Guardian Life and Allstate to streamline their insurance communications and compliance workflows. In both cases, the pattern was the same: business and compliance teams were dependent on IT to make template changes, and the queue was a constant source of friction. Once they moved to MHC NorthStar CCM, the compliance team started making changes directly. The wait disappeared.<br><br>That matters especially when a regulatory update or disclosure change has to go out across a large policyholder base quickly. On the old setup, that's a developer project. On MHC, it's not.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk and the need to evaluate before committing to a vendor-pushed Cloud upgrade
Subject: One last thing, Suresh
Hi Suresh,<br><br>Sent you a couple of notes about document infrastructure at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline complex insurance communications and compliance · Asset: ULTIMA1.PDF
Suresh, appreciate you connecting. Sent you a few notes recently about the Documaker side of things, specifically the ticket queue that builds up every time a template change needs developer time.
At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update. Guardian and Allstate have both gone through that shift on the compliance and communications side.
Not sure if the timing is right at Insurance.com, but wanted to open the door here.
If any of this lands, feel free to reach out whenever.
Chris
Brian Yager
Vice President of Product Development
engineering · vp
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: product development at QuinStreet
Hooks: Experience bridging technical and non-technical teams to drive product lifecycle at QuinStreet, Previous leadership on comparative insurance web development teams, Background with marketing communication development for BCBS proposals
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Insurance.com
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your product development background, I wanted to ask about something that comes up a lot at insurance companies your size. Does every change to a customer-facing document still require going through a developer who knows the legacy system?<br><br>At a lot of insurance organizations, the business side knows exactly what needs to change in a policy notice or a compliance disclosure, but the template itself is locked behind a system only a developer can touch. That wait adds up fast, especially when regulatory deadlines don't move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on specialized developer resources for routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+, shrinking pool) and IT ticket wait times for template changes.
Hi Brian,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations on MHC NorthStar CCM. They eliminated $4 per document in vendor fees and got the business side making changes directly, without waiting on a developer every time something needed to update.<br><br>The part that tends to resonate with product and IT leaders is this: when a compliance change hits, the compliance team makes the update the same day. IT stops being the bottleneck for work that was never really an IT problem in the first place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker compliance and accessibility (508) risk—evaluating if the legacy stack is blocking the product roadmap.
Subject: One last thing, Brian
Hi Brian,<br><br>Sent you a couple of notes about the document infrastructure piece at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction point on the product side, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Brian, glad you connected.
Sent you a few emails about the Documaker dependency piece, specifically the developer shortage and the ticket backlog that builds up around template changes. Didn't want to let the connection sit without saying something directly.
At MHC we help insurers move template ownership off the developer queue to the business side. Carriers like Allstate and Acuity have made that shift, and we work with 25+ insurers at this point, so the pattern is fairly consistent.
Happy to reconnect here if the timing ever works.
Chris
Jill Piunno
VP Sales Center Operations
operations · vp
active
primary
⏳ pending
champion
seq 16
step 2/3
📋 ULTIMA1.PDF
Angle: Legacy-driven friction in high-velocity insurance sales ops
Hooks: Tenure since 2002 managing sales operations at Insurance.com, Previous experience at Progressive Corporation within direct site management, Oversight of operational excellence for quotes, ID cards, and certificates within a high-volume sales center environment
posture: peer CTA: soft type: problem_first
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Subject: Sales center doc bottlenecks, Jill
Hi Jill,<br><br>Chris here from MHC Automation.<br><br>Given your role running sales center operations at Insurance.com, I wanted to ask about something that comes up constantly at companies your size. When your team needs to update a customer-facing document, like a quote summary or a certificate of insurance, does that still require a developer ticket and a wait?<br><br>In a high-velocity sales environment, that kind of delay adds up fast. If the people who know what the document should say have to wait on someone in IT to touch the template, you're losing time on every cycle. Compliance updates, branding changes, product adjustments, they all pile up in the same queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'Documaker Bottleneck' is likely slowing down your sales center speed-to-market for simple quote and certificate template adjustments, as your team waits on a shrinking pool of $150K+ developers to code changes.
Hi Jill,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Acuity and Guardian both moved off developer-dependent document platforms over the last few years. The pattern was similar each time: business users on the ops and compliance side were waiting on a shrinking pool of developers to touch templates for routine updates. Once those teams got direct control over the templates, the wait disappeared. Changes that used to take days or weeks started happening the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>For a sales center running at your pace, that matters when a carrier updates a rate or a compliance requirement changes and your team needs quote documents and certificates updated fast, not at the end of a sprint.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than continuing to treat document logic as a developer-only task, moving to a business-user-led model allows your sales ops team to manage 508 compliance and ID card updates without technical tickets.
Subject: One last thing, Jill
Hi Jill,<br><br>Sent you a couple of notes about document ops friction at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Acuity and Guardian have transitioned away from legacy developer-dependent systems to streamline their policy and certificate workflows across millions of communications. · Asset: ULTIMA1.PDF
Hey Jill, good to be connected.
Sent you a few emails about the developer bottleneck on template changes, specifically the wait on Documaker specialists every time your sales center needs a quote or certificate update. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move that template ownership to the business side. Acuity and Guardian have both made that shift and it's changed how fast their policy and certificate communications get out the door.
Worth a quick conversation to see if any of this is relevant?
Chris
Nina Bhanap
President and Chief Technology Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 8
step 2/3
📋 CUSTOM1.PDF
Angle: Legacy technical debt vs. modern architecture at Insurance.com
Hooks: Your focus on unified technology strategy for high-volume policy segments like renewals and ID cards., Managing the transition from legacy stacks while ensuring compliance for regulated claims correspondence., Your oversight of global technical architecture and its impact on the Insurance.com product roadmap.
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Insurance.com
Hi Nina,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at Insurance.com, I wanted to ask about something that comes up a lot with carriers and insurance-adjacent platforms at your stage. When a document template needs to change, does that still require a developer to touch it, or has your team found a way to get the business side handling that directly?<br><br>The reason I ask: a lot of insurance organizations we talk to have document workflows that were built around platforms requiring specialist knowledge to maintain. When regulatory language shifts or a partner integration changes, there's a ticket, a queue, and a wait, even when the change itself is straightforward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the developer dependency in your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creating IT bottlenecks; technical debt from developer scarcity for legacy systems.
Hi Nina,<br><br>Following up on what I sent about template dependency and document change cycles.<br><br>One thing worth sharing: we recently helped a Tier 1 carrier migrate 200+ templates and cut their change cycles from 2.5 weeks to 2 days. The shift was straightforward in concept but hard to execute on a legacy platform. The compliance team started making updates directly, without routing every change through a developer who knew the old system.<br><br>For an organization like Insurance.com, where data accuracy and partner-facing communications have to move fast, that kind of cycle time matters. When a rate environment shifts or a carrier relationship changes, the documents tied to those workflows need to keep pace. On most legacy document platforms, they don't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DocOps modernization: Moving beyond developer-dependent templates to business-user self-service for policy documents.
Subject: One last thing, Nina
Hi Nina,<br><br>Sent you a couple of notes about document infrastructure at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as Insurance.com's tech architecture evolves, feel free to reach out.
Proof: MHC helped a Tier 1 carrier migrate 200+ templates and reduced change cycles from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
Hey Nina, glad to be connected.
Sent you a few emails about the Documaker dependency and the developer scarcity piece. Didn't want to just let that sit without checking in here too.
At MHC we help insurers move template ownership off IT queues so the business side can handle changes directly. A Tier 1 carrier we worked with migrated 200+ templates and cut change cycles from 2.5 weeks to 2 days, which tends to matter when the developer bench is thin.
If any of this lands, feel free to reach out whenever.
Chris
Karen Imbrogno
Customer Communications Manager
operations · director
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: Alignment of long-term experience in insurance communications with current demand for content accuracy.
Hooks: Background in complex insurance document lifecycle management, Active hiring for Insurance Editors/Experts at Insurance.com, Specific focus on declarations and endorsements accuracy
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Insurance.com
Hi Karen,<br><br>Chris here from MHC Automation.<br><br>Given your role managing customer communications at Insurance.com, I wanted to ask something that comes up a lot with teams like yours. When a disclosure needs updating or a notice template has to change, is that still a developer project, or has your team found a way to handle it on the business side?<br><br>The reason I ask is that most communications teams we talk to are sitting between what the business needs and what IT has capacity to build. Change requests pile up, templates stay outdated longer than they should, and the team closest to the content has no way to move without an IT ticket.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes
Hi Karen,<br><br>Following up on what I sent about the template change process.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. I'll be honest that I don't have a single insurance case study with a specific metric attached. But the pattern is consistent. The insurer moves to MHC, compliance and communications teams start managing templates directly, and IT stops being the bottleneck for every change.<br><br>That matters for teams like yours because when a disclosure requirement shifts or a notice has to go out fast, the wait disappears. The people who own the content make the change, within whatever approval workflow IT has set up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Compliance risk and accessibility (508) exposure within legacy architectures
Subject: One last thing, Karen
Hi Karen,<br><br>Sent you a couple of notes about the document template process at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate; recognized as #1 mid-market by Aspire · Asset: UNLOCK1.PDF
Hey Karen, good to have you connected here.
Sent you a few emails about the Documaker template queue situation, figured I'd try a different channel. At MHC we help insurers move template ownership to the business side so changes don't sit in an IT backlog. Guardian and Allstate are both running on it now, and Aspire ranked MHC the top mid-market CCM platform, which tends to come up when teams are evaluating alternatives.
Worth a quick conversation to see if any of this is relevant?
Chris
Nghia Duong
Vice President - Information Security and IT Compliance
engineering · vp
active
primary
⏳ pending
decision_maker
seq 8
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📋 GUC3E41.PDF
Angle: Legacy Oracle Documaker risk within QuinStreet's Insurance vertical (Insurance.com)
Hooks: Current role as VP of InfoSec/Compliance at QuinStreet managing the Insurance.com domain infrastructure, QuinStreet's focus on Insurance.com as a high-intent marketplace (declarations, quotes, ID cards), Managing legacy Oracle Documaker while Insurance.com undergoes active hiring for content experts
posture: peer CTA: soft type: problem_first
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Subject: Document platform risk at Insurance.com
Hi Nghia,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT compliance at Insurance.com, I wanted to ask about something that comes up a lot with insurance organizations running older document platforms. Is the team relying on a small group of developers to manage template changes, to the point where a single person being unavailable creates a real risk?<br><br>From what we see, that setup quietly becomes a compliance exposure. When the document layer depends on specialized developer knowledge, regulatory or accessibility updates take longer than they should. And as those developers get harder to find and retain, the dependency only grows.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the compliance risk sitting in your document stack. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is struggling with developer scarcity for Oracle Documaker—every template change for declarations or claims becomes a bottleneck, while $150K+ developers are increasingly hard to find.
Hi Nghia,<br><br>Following up on what I sent about the document platform compliance piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types through MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles updates directly now, without the change going through a developer queue first.<br><br>For an insurance platform like Insurance.com, the same dynamic applies. When a regulatory disclosure or accessibility requirement changes, that update typically lives inside a system only a specialist can touch. The wait isn't an IT problem, it's a risk exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Security and compliance risk: Legacy systems like Documaker often lack modern accessibility (508) and architecture standards, creating a 'technical debt' liability for the Insurance.com platform.
Subject: One last thing for Insurance.com
Hi Nghia,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum (T1) manage over 200 complex templates across BCBS and Humana, ensuring compliance and rapid updates. · Asset: GUC3E41.PDF
Nghia, appreciate the connection.
Sent you a few emails about the developer scarcity problem on Documaker, specifically template changes for declarations and claims stacking up because every edit needs a specialist to touch it. Didn't want to leave it at that without reaching out here too.
At MHC we help insurers get template ownership off the developer queue and onto the business side. Optum runs over 200 complex templates across BCBS and Humana through the platform, keeping compliance tight and turnaround fast without dedicated Documaker headcount.
Happy to reconnect here if the timing ever works.
Chris
Syamsundar Bhimavarapu
Senior Vice President, Data and Enterprise IT Applications
engineering · vp
active
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📋 ULTIMA1.PDF
Angle: enterprise data and app architecture at Insurance.com (QuinStreet)
Hooks: your role overseeing Enterprise IT Applications for Insurance.com's marketplace model, recent sector trends regarding the developer scarcity for legacy Oracle Documaker environments, Insurance.com's focus on high-intent consumer data and the need for accurate content delivery
posture: peer CTA: soft type: problem_first
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Subject: Document template backlog, Insurance.com
Hi Syamsundar,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise data and app architecture at Insurance.com, I wanted to ask about something that comes up a lot at mid-size insurance operations. Does updating customer-facing document templates still require going through a developer who knows the underlying system?<br><br>At a lot of insurers, that bottleneck lives quietly inside IT. A compliance change comes in, someone opens a ticket, and it sits in queue behind higher-priority work. The people who know what the document needs to say can't touch it themselves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the developer dependency on document changes at Insurance.com. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Syamsundar,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life, Allstate, and 25+ other insurers moved to MHC NorthStar CCM specifically to get out from under legacy document platform constraints. The pattern is consistent: once the compliance or ops team can make template changes directly, with controls in place, the wait disappears and IT gets that capacity back.<br><br>For a company like Insurance.com, where your data and app architecture spans multiple carrier integrations and consumer-facing outputs, that kind of flexibility matters. A regulatory or content change shouldn't require finding the one developer who knows how to touch the template.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: technical_debt
Subject: One last thing, Insurance.com
Hi Syamsundar,<br><br>Sent you a couple of notes about document infrastructure at Insurance.com. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to solve Documaker legacy issues. · Asset: ULTIMA1.PDF
Good to be connected, Syamsundar.
I did send you a few emails about the IT dependency piece I mentioned, so no need to rehash all of that here. At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian and Allstate are both live with us after running into the same Documaker constraints, along with 25 or so other carriers.
Worth a quick conversation to see if any of this is relevant?
Chris
UMB Financial Corporation
umb.com
· fintech_financial_services
· Kansas City, US
A multi-billion dollar financial holding company providing comprehensive banking, asset servicing, and wealth management services.
Direct corroboration from Sales Navigator intel and internal key contact data identifying a dedicated PlanetPress Developer (Duane Steffens).
Tier 1 score 77
Rodney
⭐ PlanetPress
1001_5000 employees · 1b_plus
Technology & Competitors
PlanetPress ⭐
HG Insights
.NET / C#
HG Insights
Angular JS
HG Insights
Strategic Initiatives
- Scaling Banking-as-a-Service (BaaS) offerings for fintech partners to diversify non-interest income., Integrating Heartland Financial USA, Inc. (HTLF) acquisition to expand geographic footprint to 13 states.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: regulatory_pressure
Sub-vertical: Banking
Awareness: stage_2
Scale: large — Digital Users 1.2M
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections
Best proof: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- M&A: UMB Financial reached an agreement to integrate Heartland Financial; CEO Mariner Kemper emphasized 2025 focus on integration and 'keeping the mus
- Executive Change: UMB Financial adopted new executive change-in-control agreements for named executive officers
- strengthening protections through Dec 2026.
- Leadership Change: Jay Isaman joined UMB Bank in a senior leadership capacity.
Contacts (12)
completed: 4 paused: 8
0 active · 0 🔗
Josh Harvey
VP and Senior IT Manager, Enterprise Solutions and Services Architecture
engineering · vp
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📋 CSFIN1.PDF
Angle: enterprise integration & M&A architecture
Hooks: Experience in Enterprise Integration and DevOps at UMB and BCBS., Alignment with UMB's 2025 Heartland Financial integration., Expertise in architecture simplification and Lean Management.
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform post-HTLF integration
Hi Josh,<br><br>Rodney here from MHC Automation.<br><br>Given your role running enterprise solutions architecture at UMB, I wanted to ask about something that comes up a lot when financial services firms are mid-integration. With the HTLF acquisition bringing in new systems across 13 states, was curious if document template management has become one of those things sitting in the backlog that nobody's had time to properly sort out yet.<br><br>When two organizations merge, the document layer tends to inherit the mess. Account statements, regulatory disclosures, loan packages, client correspondence, each entity usually has its own templates, its own composition tooling, and its own set of people who know how it works. Getting that to a single standard is a developer project on most legacy platforms.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural complexity on the document side as you work through the integration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Josh,<br><br>One more thought on the integration architecture piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. For a bank managing that volume of structured financial documents, the ability to update templates without routing every change through a developer made a real operational difference.<br><br>The pattern we see at firms like UMB is that the document layer ends up tightly coupled to the people who built it. When you're absorbing a new entity, that coupling becomes a risk. Templates tied to institutional knowledge that may or may not have transferred over. MHC NorthStar CCM separates the template logic from the development cycle, so your compliance and ops teams can make changes directly, with controls in place.<br><br>With your BaaS expansion on top of the HTLF work, that kind of flexibility matters. New fintech partners usually have their own document expectations and you need to onboard them without spinning up a developer project each time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in_risk
Subject: One last thing on document infrastructure
Hi Josh,<br><br>Sent you a couple of notes about document infrastructure at UMB. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the HTLF integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT integration) · Asset: CSFIN1.PDF
Hey Josh, appreciate you connecting.
Sent you a few emails recently about the platform end-of-life question I raised, so I won't rehash all of that here. At MHC we help financial services firms get off legacy document platforms before those migrations become emergency projects. HSBC ran a similar evaluation and moved 100-plus templates off their old stack while keeping their SWIFT integration intact, which was the piece they were most worried about.
Worth a quick conversation to see if any of this is relevant?
Rodney
Michael Edmondson
Head of Cloud App Engineering, Enterprise Architecture, and Observability
engineering · director
completed
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📋 CSFIN1.PDF
Angle: enterprise architecture alignment during Heartland integration
Hooks: Head of Cloud App Engineering & Architecture at UMB Bank, Focus on DevSecOps and modern scalable application patterns, Current UMB momentum with the Heartland Financial integration agreement
posture: challenger CTA: medium_direct type: differentiation_led
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Subject: Heartland integration + document infra
Hi Michael,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing cloud app engineering and enterprise architecture at UMB, I wanted to ask something that comes up a lot during large integrations. With the Heartland acquisition bringing 13-state coverage under one roof, is the document production layer part of the architecture alignment conversation, or is it still being handled as a separate workstream?<br><br>The reason I ask: when two organizations merge, document infrastructure is usually one of the messier reconciliation problems. Different platforms, different template logic, different data connections to core banking, lending, and compliance systems. Sorting that out mid-integration is a lot harder than sorting it out before it gets baked in.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Michael,<br><br>Following up on what I sent about the document infrastructure piece during the Heartland integration.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. The reason it works at that scale is that their operations team manages template changes directly, without routing through a developer every time a format or disclosure requirement changes.<br><br>That matters in an integration context because you're often reconciling two sets of template logic at the same time you're absorbing new regulatory surface area across new states. When the change process requires a developer ticket, that backlog grows fast. With MHC NorthStar CCM, the business side handles routine changes within the controls IT sets, so the queue stops building.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate alternatives to OL Connect
Subject: One last thing, Michael
Hi Michael,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates and SWIFT integration with MHC · Asset: CSFIN1.PDF
Hey Michael, appreciate the connect.
Sent you a few emails about the platform end-of-life question I raised, so figured I'd reach out here too. At MHC we help financial services firms get off aging document platforms before the deadline forces the decision. HSBC used MHC to manage 100-200 templates alongside their SWIFT integration, which gives you a sense of the complexity we're used to working through in this space.
Given your architecture scope at UMB, you'd probably be the right person to have this conversation with anyway. Worth a quick conversation to see if any of this is relevant?
Rodney
David Tigges
Senior Digital Product Manager
operations · manager
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Subject: —
—
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—
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Subject: —
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Uma Wilson
Executive Vice President, Chief Information and Product Officer
engineering · c_level
paused
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📋 CSFIN1.PDF
Angle: M&A Integration Complexity
Hooks: Your leadership in the Heartland Financial integration and the complex 'heavy lifting' of mapping customer experience across systems., Recent recognition by American Banker as one of the 'Most Powerful Women to Watch' for your role in technology and operations., Focus on aligning the 'three pillars' of IT, product, and operations with UMB's broader business strategy.
posture: peer CTA: medium_direct type: problem_first
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Subject: UMB + Heartland doc complexity
Hi Uma,<br><br>Rodney here from MHC Automation.<br><br>I work with financial services companies on their document infrastructure, and I wanted to reach out given your role overseeing product and technology at UMB. With the Heartland integration underway and 13-state expansion in motion, I was curious whether the document layer is creating friction during customer migrations between systems.<br><br>What we typically see in acquisitions this size is that each legacy environment has its own templates, its own data pulls, its own rules for what goes on a statement or disclosure. Reconciling those into a single compliant output is often the last thing anyone plans for and the first thing that slows down cutover.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that coordination overhead as you bring Heartland customers onto UMB systems. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The 'tremendous amount of complexity' you mentioned in moving customers between applications during the Heartland integration, specifically regarding the manual coordination of high-stakes customer communications.
Hi Uma,<br><br>Following up on what I sent about the document complexity piece during the Heartland integration.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. When template changes come up, their compliance team handles them directly without routing through a developer. At that volume, the difference between same-day changes and a two-week IT queue matters.<br><br>With an acquisition the size of HTLF, you're likely looking at duplicate template libraries across both environments, each with different formatting logic and different data source connections. A regulatory disclosure change that should take an afternoon ends up as a project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: With the PlanetPress EOL approaching, the default move is often a vendor-pushed upgrade to OL Connect—but for a tier-1 operation like UMB, this is the window to eliminate the legacy IT dependency that currently bottlenecks every regulatory disclosure or statement change.
Subject: One last thing, Uma
Hi Uma,<br><br>Sent you a couple of notes about the document infrastructure side of the Heartland integration. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction as the integration moves forward, feel free to reach out.
Proof: HSBC utilized MHC to manage 100-200 templates across global SWIFT operations, while Allied Benefits eliminated $4 per document by automating over 1M communications. · Asset: CSFIN1.PDF
Hey Uma, glad we're connected.
Sent you a few notes recently about the coordination overhead on customer communications during complex migrations. Given what you've described publicly about the Heartland integration, the manual side of moving customers between applications seemed worth raising.
At MHC we help financial institutions get template ownership off IT queues and onto the business side. Allied Benefits cut $4 per document by automating over a million communications through that shift, which tends to matter when migration volumes are high.
If any of this lands, feel free to reach out whenever.
Rodney
Cynthia Simpson
Executive Vice President, Executive Director of Marketing, Communication and Enterprise Sales & Service
operations · vp
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📋 CSFIN1.PDF
Angle: strategic operational leadership in the UMB-Heartland integration
Hooks: your recent shift from CAO of Institutional Banking to EVP of Marketing and Enterprise Sales Enablement, overseeing the strategic planning for UMB's long-term positioning, the massive job of integrating Heartland Financial's systems and communications as noted by CEO Mariner
posture: peer CTA: medium_direct type: problem_first
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Subject: UMB + Heartland doc infrastructure
Hi Cynthia,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing communications and enterprise service at UMB, I wanted to ask about something that comes up a lot when financial institutions are mid-integration. With the Heartland acquisition bringing in a much wider footprint, has your team started thinking about what happens to the document infrastructure on both sides of that deal?<br><br>Mergers tend to surface this fast. Two organizations, two sets of templates, two document platforms, different data sources feeding client-facing output. Account statements, loan packages, regulatory disclosures, sometimes built on systems that predate the deal by a decade. Getting those to behave consistently is usually more work than anyone planned for.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to where UMB is right now. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Cynthia,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. Both moved off older platforms where every template change required a developer.<br><br>The pattern with financial services integrations is similar. Client-facing documents pull from core banking, lending, and compliance systems that don't always talk to each other cleanly. After an acquisition, that gets harder. A disclosure change has to propagate across both legacy environments, and if the platform requires a developer to make it happen, that's a compliance risk sitting in a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Cynthia
Hi Cynthia,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point as the Heartland integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Cynthia, glad you connected. I sent a few emails recently about the platform end-of-life question I raised, so figured LinkedIn was worth a try.
At MHC we help financial services firms move template ownership off IT queues so the business side can manage communications directly. ING Poland ran about 600 templates through a similar migration and came out the other side without the dependency backlog they started with.
Given your scope across marketing, communications, and service, that operational layer seemed worth a conversation. Happy to reconnect here if the timing ever works.
Rodney
Kevin Macke
Executive VP of Operations & Director of Operations
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: M&A operational integration and PlanetPress sunset risk.
Hooks: Ongoing integration of Heartland Financial which adds significant document volume across merged entities., Former role as Director of Strategic Technology Initiatives gives you a unique lens on technical debt from legacy stacks like PlanetPress., Upcoming PlanetPress EOL deadline creates a hard roadmap constraint for UMB's modernization efforts.
posture: peer CTA: medium_direct type: problem_first
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Subject: UMB + document ops post-HTLF
Hi Kevin,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing operations at UMB, I wanted to ask about something that tends to surface during large integrations. With the Heartland Financial merger bringing in a new set of states and customers, was wondering if your document production environment is keeping up with the added volume and template complexity.<br><br>The pattern we see most often: two organizations merge, and suddenly there are duplicate templates, mismatched workflows, and document systems that weren't designed to scale together. When someone needs to update a customer-facing notice or disclosure, it becomes an IT project instead of a same-day fix.<br><br>There's also a timing element here. The vendor behind some older document composition platforms has announced a sunset path, and a lot of ops teams are realizing mid-integration that they're building on something with a limited runway.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help simplify the document layer as UMB works through the integration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress: All=EOL deadline (vendor sunset). E2=don't default to OL Connect, evaluate alternatives.
Hi Kevin,<br><br>Following up on what I sent about the document platform piece.<br><br>HSBC runs between 100 and 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. When they need to update a template, the compliance or ops team handles it directly. IT stops being the bottleneck for every change.<br><br>That matters a lot during an integration. When you're absorbing Heartland's customer base across 13 states, the last thing you want is a document change sitting in a ticket queue waiting on a developer who knows an aging system.<br><br>And if the platform your team is running has a sunset on the horizon, now is actually a good time to evaluate what comes next rather than defaulting to whatever the same vendor is selling as an upgrade. That decision looks very different when you're mid-integration versus after you've rebuilt workflows around a new tool.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Kevin
Hi Kevin,<br><br>Sent you a couple of notes about the document infrastructure piece at UMB. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CCM_Buyers_Guide.pdf
Hey Kevin, good to be connected.
Sent you a few notes recently about the PlanetPress end-of-life question and wanted to bring it here since email can get noisy. At MHC we help financial services firms move off legacy document platforms before the migration gets forced. HSBC worked through a similar situation with around 150 templates and came out with business users owning changes directly, no IT queue involved.
Given UMB's footprint, there are probably a few ways to approach the evaluation that are worth knowing before defaulting to one path.
Happy to reconnect here if the timing ever works.
Rodney
Stephanie Hollander
Executive Vice President, Director of Corporate Communication
operations · vp
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📋 CSFIN1.PDF
Angle: M&A communication strategy & legacy tech transition
Hooks: Current oversight of UMB's content management strategy and line-of-business communication counsel during the Heartland Financial integration., Managing the high-volume output of regulatory disclosures (Reg B/KYC) and statements as UMB scales following the 2025 Heartland acquisition., Professional history at UMB Bank spanning over 9 years, from VP to current EVP role.
posture: peer CTA: medium_direct type: problem_first
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Subject: Document infrastructure post-HTLF
Hi Stephanie,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing corporate communications at UMB, I wanted to ask about something that tends to surface during integrations like the Heartland Financial deal. When two organizations merge, document infrastructure is usually one of the messier things to reconcile. Was curious if your team is currently evaluating what to do with the legacy document systems coming over from HTLF, or if that conversation is still ahead of you.<br><br>With 13 states now in play and a BaaS buildout running alongside the integration, the volume of client-facing documents that need to look and behave consistently gets significant fast. Account statements, regulatory disclosures, loan packages, onboarding docs for fintech partners. If those are running on different platforms, every change becomes a coordination project.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help simplify the document layer during the transition. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Stephanie,<br><br>Following up on what I sent about document infrastructure during the HTLF integration.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The reason that matters for UMB is the underlying problem is similar. Multiple systems, multiple template owners, and a compliance or ops team that has to go through IT every time something needs to change.<br><br>What MHC NorthStar CCM does differently is it removes the developer from the day-to-day change path without removing the controls. Your communications team can update a disclosure or reformat a statement without filing a ticket. That matters when you're absorbing a new set of customer-facing documents from Heartland and trying to get everything onto one standard quickly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect
Subject: One last thing, Stephanie
Hi Stephanie,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If the document side of the HTLF integration becomes a friction point, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC (100-200 templates) and BoA/PNC scale success. · Asset: CSFIN1.PDF
Stephanie, glad to be connected. I sent a few emails about the platform end-of-life question I raised, so you've got some context on what we do at MHC, helping financial services firms move template ownership to the business side without the IT dependency.
Worth mentioning that we've worked through migrations at that scale before, HSBC in the 100-200 template range and similar work at BoA and PNC, so the operational side of those transitions is something we know well.
Worth a quick conversation to see if any of this is relevant?
Rodney
Erin White
Digital Product Manager
operations · manager
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📋 CSFIN1.PDF
Angle: vendor ownership + M&A impact
Hooks: Your role managing key vendor relationships as UMB Bank integrates Heartland Financial, Experience bridging the gap as Business Line Technical Manager into your current Digital Product Manager role, Focus on influencing system architecture for consumer products like welcome kits and loan packages
posture: peer CTA: medium_direct type: problem_first
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Subject: Document templates + Heartland integration
Hi Erin,<br><br>Rodney here from MHC Automation.<br><br>Given your role on the digital product side at UMB, I wanted to ask about something that tends to surface during acquisitions. With the Heartland integration expanding your footprint to 13 states, I was curious whether the document production layer is one of those things that's creating more complexity than expected right now.<br><br>Merging two institutions usually means merging two sets of templates, two sets of document workflows, and in some cases two platforms that weren't designed to talk to each other. When the underlying system requires a developer to touch every change, that complexity compounds fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction on the document side as you work through the integration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL and the technical debt of legacy 'vendor sunset' systems during the Heartland integration.
Hi Erin,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Praemium is a good example of what this looks like in practice. They generate around 3 million reports a year across 35 report types for tax and performance reporting, and they got to the point where business users are handling template changes without IT tickets.<br><br>That matters a lot during an integration. When your team is absorbing Heartland's accounts and product lines, the last thing you want is a backlog of document change requests sitting in an IT queue. Account statements, loan packages, regulatory disclosures, any document that has to reflect the combined entity needs to move fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the default 'OL Connect' upgrade path which often maintains the same IT-dependency bottlenecks for business users.
Subject: One last note for UMB
Hi Erin,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the Heartland integration moves forward, feel free to reach out.
Proof: FinServ aggregate: 25+ insurers and mid-market banks including BoA and PNC. Praemium case: managing 3M+ reports without IT tickets. · Asset: CSFIN1.PDF
Hey Erin, glad to be connected.
Sent you a few notes over email about the PlanetPress sunset question and carrying that kind of technical debt into the Heartland integration. Figured LinkedIn might be a better place to pick it up.
At MHC we help mid-market banks move template ownership off IT queues and to the business side. Praemium is running 3M+ reports now without a single IT ticket in the loop, which is roughly the direction a lot of FinServ teams are pushing.
Happy to reconnect here if the timing ever works.
Rodney
Scott Schulenburg
Senior Vice President, Director of Client Services & TA Technology
operations · vp
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📋 CSFIN1.PDF
Angle: PlanetPress EOL and UMB Fund Services growth
Hooks: Current leadership of TA Technology and Client Services during the Heartland Financial integration, Transfer Agency growth of 87% during his leadership tenure, Impact of PlanetPress EOL on high-volume document management like fund statements and disclosures
posture: peer CTA: medium_direct type: problem_first
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Subject: Doc infrastructure at UMB Fund Services
Hi Scott,<br><br>Rodney here from MHC Automation.<br><br>I work with financial services teams that are staring down a PlanetPress end-of-life situation, and given your role overseeing client services and TA technology at UMB, I wanted to ask: has your team started evaluating alternatives, or is the default path still an upgrade to OL Connect?<br><br>The reason I ask is that a forced migration is actually a good moment to ask whether the next platform should still require IT for every template change. In TA operations especially, the volume of client-facing documents that need to stay compliant and current, account statements, regulatory disclosures, confirmation letters, can make that developer dependency expensive over time.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT lift on your document operations team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL deadline creates a forced modernization moment for UMB Fund Services, moving away from legacy document composition before vendor sunset.
Hi Scott,<br><br>Following up on what I sent about the PlanetPress situation at UMB.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Complex, compliance-sensitive documents that used to require developer involvement every time something changed.<br><br>What shifted for them is that the people who understand what those documents need to say started handling updates directly, with approval workflows built in so IT still had oversight without being the bottleneck. For a TA operation like yours, especially with the Heartland integration adding new account types and states, that kind of flexibility matters when a regulatory disclosure change or a new client onboarding requirement has to propagate across hundreds of templates fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a default upgrade to OL Connect, evaluate a self-service model that removes the IT bottleneck for template changes in TA operations.
Subject: One last thing, Scott
Hi Scott,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you work through the PlanetPress migration, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting with 200+ templates for Optum/BCBS. · Asset: CSFIN1.PDF
Hey Scott, appreciated the connection.
Sent you a few emails about the PlanetPress end-of-life question at UMB Fund Services. At MHC we help financial services firms move off legacy document platforms before the sunset forces a harder decision. HSBC used us to manage 100-200 complex templates through that kind of transition, and we've handled similar scale with SWIFT reporting environments.
Not sure if the timing lines up with where UMB is in that evaluation, but if any of this lands, feel free to reach out whenever.
Rodney
Mark Courtney
SVP, Digital Group Product Manager
operations · vp
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📋 CSFIN1.PDF
Angle: vendor selection influence + planetpress sunset
Hooks: Experience steering product roadmaps in vendor-sponsored User Groups., Direct involvement in UMB's core treasury application conversions to vended solutions., Expertise in online cash management, self-administration tools, and customer portals.
posture: peer CTA: medium_direct type: problem_first
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Subject: Doc platform + Heartland integration
Hi Mark,<br><br>Rodney here from MHC Automation.<br><br>Given your role on the digital product side at UMB, I wanted to ask about something that's coming up a lot right now across financial services. With PlanetPress being sunset by Quadient, a lot of teams are evaluating what's next, and the timing gets complicated when you're also in the middle of a major integration like Heartland Financial.<br><br>The pattern I usually see: the document platform decision gets pushed to the back of the queue while integration work takes priority, and then the sunset deadline is closer than expected. Client-facing documents, regulatory disclosures, account statements, all of it is still running on a system that's no longer getting meaningful investment.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to where UMB is headed. If you're not the right person to talk to about this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL / Vendor Sunset
Hi Mark,<br><br>One more thought on the document platform piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates on MHC for accessibility and regulatory compliance. HSBC runs 100 to 200 trade document templates for letters of credit, guarantees, and SWIFT messages. Both had gotten to a point where template volume and compliance requirements had outgrown what their legacy tooling could handle.<br><br>The thing that made the difference in both cases was that the business side could manage template changes directly, with controls in place, without routing every update through a developer. When a regulatory disclosure changes, the change happens the same day instead of sitting in a queue.<br><br>That matters especially during an integration like Heartland, where you're absorbing new document workflows across 13 states while also dealing with a sunset deadline on your current platform.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate alternatives beyond OL Connect to avoid legacy technical debt during the Heartland Financial integration.
Subject: One last thing for UMB
Hi Mark,<br><br>Sent you a couple of notes about the PlanetPress sunset and what that typically means for teams mid-integration at UMB. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If the timing on CCM isn't right yet, no problem. Feel free to reach out whenever it makes sense.
Proof: ING Poland (~600 templates) | HSBC (100-200 templates, SWIFT). · Asset: CSFIN1.PDF
Hey Mark, glad to be connected.
Sent you a few emails recently around the PlanetPress end-of-life question and figured LinkedIn might be a better place to pick up the thread.
At MHC we help financial services teams migrate off sunsetting document platforms and get template ownership back to the business side. ING Poland moved around 600 templates through that process, and HSBC handled a similar migration on their SWIFT communications.
Given your role in the digital group, some of that might be familiar territory.
Happy to reconnect here if the timing ever works.
Rodney
John Felton
Chief Technology Officer
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic infrastructure modernization during the Heartland Financial integration
Hooks: your experience leading enterprise services at The Standard and app-dev at Sprint, the upcoming integration of Heartland Financial following the Feb 2025 agreement, managing IT infrastructure for scale across 3,800+ employees and $1B+ revenue
posture: peer CTA: medium_direct type: problem_first
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Subject: Document layer + Heartland, John
Hi John,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CTO at UMB, I wanted to ask about something that tends to surface during large integrations. With the Heartland Financial acquisition bringing on a significantly larger footprint, was curious whether the document platform question has come up yet, specifically around whether the current setup scales cleanly across the combined entity.<br><br>PlanetPress announced end-of-life on their legacy product line. A lot of organizations running it are now looking at whether to follow the vendor's own upgrade path or evaluate alternatives before committing to another multi-year dependency on the same ecosystem.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency risk before the Heartland integration locks in the architecture. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi John,<br><br>One more thought on the document platform piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the move off their legacy system happened during a period of broader infrastructure change, not after it settled.<br><br>That timing matters. Once an integration standardizes on a document platform, changing it later is a much heavier lift. The teams that evaluated alternatives early had options. The ones that defaulted to the path of least resistance ended up carrying the same constraints into the new environment.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing for UMB
Hi John,<br><br>Sent you a couple of notes about the document infrastructure question at UMB. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction during the Heartland integration, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey John, glad we're connected.
Sent you a few notes over the last couple weeks about the platform end-of-life question I raised. At MHC we help financial services firms get off legacy document platforms before that deadline becomes a real constraint. ING Poland moved about 600 templates through a migration like this without pulling their dev team off other priorities.
Not sure where UMB is in that conversation internally, but figured LinkedIn might be an easier place to continue it than email.
Happy to reconnect here if the timing ever works.
Rodney
David Bonner
VP, Director of Operations
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: eol_deadline
Hooks: PlanetPress Suite EOL (Dec 31, 2028), Integration of Heartland Financial documents, Oversight of statement and loan package operations
posture: peer CTA: medium type: problem_first
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Subject: —
—
Pain angle: With PlanetPress Suite moving to EOL by 2028, the push to migrate to OL Connect often feels like a forced architectural default rather than a strategic choice. For UMB, this transition window is tightening just as you're integrating Heartland Financial's document operations, where any delay in template updates for loan packages or Reg B disclosures creates a massive operational bottleneck.
—
Reframe: Defaulting to OL Connect often carries over the same 'convoluted logic' that made PlanetPress hard to maintain, essentially moving technical debt to a newer platform. Instead of just swapping engines, you could shift to a business-user self-service model that removes the IT dependency for every change-in-terms or welcome kit update.
Subject: —
—
Proof: We helped HSBC and ING Poland modernize legacy document operations, managing 600+ templates with high-volume output across multiple languages and regulatory jurisdictions. · Asset: CCM_Buyers_Guide.pdf
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Guild Mortgage
guildmortgage.com
· fintech_financial_services
· San Diego, US
Independent mortgage provider specializing in residential loan origination and long-term in-house servicing.
Corroborated by Senior Analyst profile (Thomas Greer) explicitly listing role as 'PlanetPress Developer and Senior Analyst' at Guild Mortgage (May 2023 - Present), responsible for all PlanetPress projects and servers.
Tier 1 score 77
Rodney
⭐ PlanetPress
5000_plus employees · 1b_plus
Technology & Competitors
GuildGPT
HG Insights
PlanetPress ⭐
HG Insights
Strategic Initiatives
- Gen Z Homebuyer Insights research initiative to address knowledge gaps in younger demographics., Expansion of community lending programs targeting underserved and minority homebuyers.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: regulatory_pressure
Sub-vertical: Mortgage/Auto
Awareness: stage_2
Scale: mid — customers in servicing portfolio 392,000
Doc types: loan statements, escrow analyses, payoff quotes, modification letters, insurance requirement notices
Best proof: Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- Leadership Recognition: Named to Mortgage Executive Magazine's 2025 Top 50 Mortgage Companies List.
- M&A Activity: Acquisition of Academy Mortgage (early 2024) and continued expansion through 2025/2026.
Contacts (9)
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0 active · 0 🔗
Rance Ely
Director, Escrow Administration
operations · director
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Angle: Escrow ops efficiency + M&A scale
Hooks: Your achievement of $3M in annual savings through vendor optimization at Guild., Integration of Academy Mortgage and other recent acquisitions impacting escrow volume., Management of escrow analysis and insurance notices for over $100B in assets.
posture: peer CTA: medium_direct type: problem_first
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Subject: Guild Mortgage escrow docs
Hi Rance,<br><br>Rodney here from MHC Automation.<br><br>I work with mortgage and financial services companies on their document infrastructure, and given your role in escrow administration at Guild Mortgage, I wanted to ask about something that's been coming up a lot lately. With PlanetPress reaching end-of-life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>At the scale Guild operates, escrow disclosure packages, closing statements, and servicing notices are high-volume and compliance-sensitive. If your document platform is on a sunset path, that's usually when the pressure to find a replacement starts compressing fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the risk of a rushed migration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Rance,<br><br>Following up on what I sent about the document platform question.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. High-volume, compliance-sensitive output, managed without routing every template change through a developer.<br><br>For a mortgage servicer at Guild's scale, that matters most when a disclosure requirement changes or a new state regulation hits. Your compliance or ops team makes the update directly. The ticket never gets written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Rance
Hi Rance,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Rance, appreciate you connecting. Sent you a few emails recently around the platform end-of-life question I raised, so figured LinkedIn made sense as a different way to reach you.
At MHC we help financial services firms get off legacy document platforms before the clock runs out, with business teams owning template changes instead of routing through IT. Praemium moved around three million reports through that model, which gives a sense of the scale it handles.
Worth a quick conversation to see if any of this is relevant?
Rodney
Bella Guerrero
SVP, Chief Compliance Officer
operations · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: compliance leadership and regulatory risk
Hooks: Leadership in the California MBA Mortgage Quality and Compliance Committee, Recent 2025 compliance leadership meeting focused on innovation and objectives, Oversight of vendor management and quality assurance since 2008
posture: peer CTA: soft type: problem_first
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Subject: Document compliance risk, Guild Mortgage
Hello Bella,<br><br>Rodney here from MHC Automation.<br><br>Given your role as Chief Compliance Officer at Guild Mortgage, I wanted to ask about something that comes up a lot with compliance leaders at lenders your size. When a regulatory disclosure requirement changes, how many people and how many IT tickets stand between the decision and the updated document going out the door?<br><br>At organizations with millions of borrowers, that lag is real risk. Loan estimates, closing disclosures, adverse action notices, servicing correspondence — if the business side can't make a compliant change without waiting on a developer who knows the platform, the control is in the wrong place.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your compliance team move faster when regulatory language changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL and regulatory risk
Hello Bella,<br><br>Following up on what I sent about the compliance change cycle.<br><br>One thing I should have included: ING Bank in Poland manages around 600 document templates on MHC for accessibility and regulatory compliance. When a regulatory requirement changes, their compliance team handles the update directly. The wait disappears because IT is no longer in the critical path.<br><br>That matters especially at Guild's scale. With millions of active borrowers across purchase and refinance, a disclosure update has to propagate accurately and fast. Whether that's an adverse action notice, a loan estimate revision, or a servicing letter, the people who understand what the document needs to say should be the ones making the change, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to OL Connect for business-user compliance
Subject: One last thing, Bella
Hello Bella,<br><br>Sent you a couple of notes about document compliance infrastructure at Guild Mortgage. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction on the compliance side, feel free to reach out.
Proof: MHC NorthStar (Aspire #1 mid-market) helps 25+ insurers and financial firms automate complex disclosures. · Asset: CCM_Buyers_Guide.pdf
Bella, appreciate you connecting.
Sent you a few notes recently about the PlanetPress end-of-life question and what that means for regulatory documents sitting on aging infrastructure. Didn't want to just let the connection sit without saying hello.
At MHC we help financial services firms move template ownership off IT queues so the business side can manage compliance disclosures directly. More than 25 insurers and financial firms are running complex regulatory documents through the platform now without routing every change through a developer.
If any of this lands, feel free to reach out whenever.
Rodney
Mark Petersen
VP Strategic Technology Initiatives
operations · vp
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📋 CSFIN1.PDF
Angle: strategic legacy modernization
Hooks: Your focus on modernizing core mortgage systems running on IBM i and reducing legacy platform risk., Experience with Kofax TotalAgility and Black Knight integration., Guild Mortgage's 2025 Top 50 Mortgage Companies recognition and recent Academy Mortgage acquisition.
posture: peer CTA: medium_direct type: problem_first
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Subject: Legacy doc layer, Guild Mortgage
Hi Mark,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading strategic technology initiatives at Guild Mortgage, I wanted to ask about something that comes up a lot with mortgage lenders at your scale. With PlanetPress hitting end-of-life, is the document layer something that's landed on your modernization roadmap yet, or is it still in the early planning stage?<br><br>The reason I ask: at organizations processing millions of loans annually, document template changes typically run through IT. Disclosure packages, closing documents, servicing notices. When the underlying platform is also approaching end-of-life, that dependency gets harder to justify. The ticket queue doesn't shrink on its own.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency before the EOL timeline forces the decision. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL and legacy tech debt blocking the modernization roadmap.
Hi Mark,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM covering letters of credit, guarantees, and SWIFT messages. Separately, Praemium generates around 3 million reports a year across 35 report types for tax and performance reporting. Two different scales, same underlying problem solved: the business side manages templates directly without routing every change through a developer.<br><br>For a mortgage lender at Guild's volume, that matters most when a regulatory disclosure requirement changes and the update has to propagate across closing packages, loan estimates, and servicing notices before the next funding cycle. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoiding the default OL Connect upgrade path to ensure strategic optionality and developer-independence.
Subject: One last thing, Mark
Hi Mark,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates with similar SWIFT/financial requirements, while Praemium scaled to 3M reports. · Asset: CSFIN1.PDF
Hey Mark, appreciate the connection.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the PlanetPress end-of-life piece sitting in the roadmap. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help financial services firms get off legacy document platforms and move template ownership to the business side. HSBC worked through something similar, managing 100-200 templates with complex financial requirements, and Praemium scaled that model to 3M reports.
If any of this lands, feel free to reach out whenever.
Rodney
Russell Fowlie
Executive Vice President, Loan Servicing
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: PlanetPress EOL risk + M&A operational scale
Hooks: Overseeing the Academy Mortgage integration and Guild's expansion to 400k+ loans, Ensuring consistent customer experience across loan statements and escrow analyses during the 2025 growth cycle, Managing the transition away from PlanetPress EOL to avoid legacy bottlenecks in servicing operations
posture: peer CTA: medium_direct type: problem_first
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Subject: Document risk in loan servicing, Guild
Hi Russell,<br><br>Rodney here from MHC Automation.<br><br>Given your role running loan servicing at Guild Mortgage, I wanted to ask about something we see come up a lot at mortgage servicers your size. With PlanetPress heading toward end of life, is your team one unsupported glitch away from a compliance delay on mandatory escrow notices or payoff statements?<br><br>At the volume Guild services, that's not a hypothetical. Escrow disclosures, payoff letters, ARM adjustment notices — these have hard regulatory mailing windows. If the platform that produces them goes unsupported mid-cycle, the fix becomes a developer emergency, not a business-side correction.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your servicing team stay ahead of that risk. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL means the servicing team is one 'unsupported' glitch away from a compliance delay in mailing mandatory escrow or payoff documents.
Hi Russell,<br><br>Following up on what I sent about the PlanetPress EOL risk.<br><br>We recently helped HSBC manage 100 to 200 trade document templates — letters of credit, guarantees, SWIFT messages — without tying every change to a developer cycle. Same principle applies to a servicing operation: when a reg changes or an escrow disclosure needs updating, the ops team makes the change directly instead of writing a ticket and waiting.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>For a servicer at Guild's scale, with millions of borrower communications going out across escrow, payoff, and ARM adjustment workflows, the difference between same-day and two-week turnaround on a template change matters a lot when a regulatory deadline is involved.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to OL Connect might seem like the 'easy' upgrade path, but it often carries forward the same IT dependencies that slow down document changes for the loan administration team.
Subject: One last thing, Russell
Hi Russell,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped HSBC and Guardian Life automate complex template changes, ensuring regulatory compliance without waiting on developer cycles. · Asset: CCM_Buyers_Guide.pdf
Hey Russell, good to be connected.
Sent you a few emails about the PlanetPress end-of-life situation and what it means for time-sensitive servicing documents like escrow notices and payoff letters. At MHC we help servicers move template ownership to the business side so compliance-critical mailings don't depend on a developer being available when something breaks. HSBC and Guardian Life both made that shift and kept regulatory timelines intact through the transition.
Happy to reconnect here if the timing ever works.
Rodney
Gemma Currier
SVP, Corporate Strategic Initiatives
other · vp
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📋 CCM_Buyers_Guide.pdf
Angle: strategic M&A technology integration
Hooks: Involvement in integrating the Academy Mortgage acquisition and expansion into 2025, Collaboration with IT on AI strategy and delivering sales technology innovation, Recent promotion to SVP, Corporate Strategic Initiatives to lead large-scale critical objectives
posture: peer CTA: medium_direct type: problem_first
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Subject: —
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Pain angle: eol_deadline
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Reframe: don't default to OL Connect
Subject: —
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Proof: MHC helps 25+ insurers and major financial firms manage hundreds of templates without IT dependency, matching the scale of your $93B servicing portfolio. · Asset: CCM_Buyers_Guide.pdf
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Kurt Reheiser
EVP, Chief Information Officer
engineering · c_level
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📋 CUSTOM1.PDF
Angle: IBM i modernization strategy and servant leadership
Hooks: Your 2022 discussion on returning to the IBM i platform and overseeing Guild's modernization initiative, Your 'servant leader' philosophy regarding technology as a connector for employees, Guild's recent recognition in the 2025 Top 50 Mortgage Companies List and acquisition of Academy Mortgage
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform question, Kurt
Hi Kurt,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CIO at Guild Mortgage, I wanted to ask about something we're hearing a lot right now from financial services teams your size. With PlanetPress hitting end of life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>At an organization processing mortgages at Guild's volume, the document layer touches a lot: loan disclosures, closing packages, servicing notices, regulatory correspondence. When the platform those run on is being sunset, the migration decision tends to land on IT's plate fast, and the default path is usually whatever the existing vendor recommends next.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: PlanetPress EOL deadline (vendor sunset)
Hi Kurt,<br><br>One more thought on the platform migration piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The reason that migration worked cleanly is that their compliance and ops teams could manage template changes directly after go-live. IT set the guardrails, then stepped back.<br><br>That matters especially in mortgage, where disclosure language and servicing notice requirements shift constantly. With millions of borrowers in Guild's portfolio, a regulatory update to a closing disclosure or a loss mitigation notice has to propagate across every variant fast. On most legacy platforms, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoid defaulting to OL Connect; evaluate modern IBM i-friendly alternatives to escape architecture lock-in
Subject: One last thing on the doc side, Kurt
Hi Kurt,<br><br>Sent you a couple of notes about the PlanetPress migration question at Guild Mortgage. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction point as you're planning the migration, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) or Praemium (3M+ reports) · Asset: CUSTOM1.PDF
Appreciate you connecting, Kurt.
Sent you a few notes over email about the PlanetPress sunset situation at Guild. At MHC we help financial services firms get off legacy document platforms before the deadline forces the issue, with business teams owning templates rather than IT absorbing the migration backlog.
Praemium ran into a similar spot and came out the other side managing over three million reports without routing changes through a developer queue.
Happy to reconnect here if the timing ever works.
Rodney
Erin Langevin
SVP Production Strategic Initiatives
operations · vp
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📋 GUASP3.PDF
Angle: strategic modernization focus
Hooks: Recognition in Mortgage Executive Magazine's 2025 Top 50 Companies, Role in scaling operations during the Academy Mortgage acquisition, Focus on People + Process + Technology at the Digital Mortgage Conference
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform at Guild Mortgage
Hi Erin,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading production and strategic initiatives at Guild Mortgage, I wanted to ask about something that's come up a lot lately with mortgage lenders your size. With Corel sunsetting PlanetPress, has your team started evaluating what comes next, or is that still in early planning?<br><br>At your volume, the document layer touches a lot: loan estimates, closing disclosures, servicing notices, adverse action letters. When the platform those run on goes end-of-life, it's not just a tech refresh. It's a real operational risk, especially when your team is also trying to modernize around things like your Gen Z homebuyer initiative and expanded community lending programs.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help you evaluate alternatives before the upgrade path gets decided for you. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: eol_deadline
Hi Erin,<br><br>Following up on what I sent about your document platform situation.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. A lot of moving parts across a regulated environment, similar to what mortgage servicing looks like at your scale.<br><br>Another one: Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. They got there by giving their ops team direct control over templates, without pulling developers into every change cycle.<br><br>For a lender like Guild, that matters. Loan estimates, closing disclosures, servicing notices, those documents change when rates shift, when regulations update, when you expand into new programs. If the only path to a template update runs through IT, you're adding lead time to every one of those moments.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing for Guild Mortgage
Hi Erin,<br><br>Sent you a couple of notes about the document platform piece at Guild Mortgage. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you plan next steps on PlanetPress, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: GUASP3.PDF
Erin, good to connect. I sent you a few emails recently about the platform end-of-life question I raised, and figured LinkedIn might be a better place to pick up the thread.
At MHC we help financial services firms move template ownership to the business side when legacy platforms reach end of life. HSBC worked through a migration in that range, consolidating over 100 templates without routing changes back through IT after go-live.
If Guild is in evaluation mode or just starting to map that out, happy to reconnect here if the timing ever works.
Rodney
Laurie Bolduc
VP Director of Field Operations
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: PlanetPress sunset + Academy Mortgage acquisition
Hooks: Ongoing operational integration of Academy Mortgage acquisition, PlanetPress EOL deadline risk for critical loan documentation, Management of end-to-end mortgage processes across 7 operation centers
posture: peer CTA: medium_direct type: problem_first
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Subject: —
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Pain angle: PlanetPress EOL deadline (vendor sunset) is approaching, creating a liability for critical loan docs like escrow analyses and payoff quotes.
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Reframe: Don't default to OL Connect for the post-PlanetPress era; evaluate if business-user self-service can eliminate the IT bottleneck for template changes.
Subject: —
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Proof: MHC helps top-tier financial institutions like HSBC and ING Poland manage 600+ complex templates without the usual IT dependency. · Asset: CCM_Buyers_Guide.pdf
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Pete Leichtfuss
VP Information Technology
engineering · vp
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📋 CUSTOM1.PDF
Angle: M&A-driven technical debt and PlanetPress EOL
Hooks: Guild Mortgage's recent acquisition of Academy Mortgage and expansion through 2025, Recognition in Mortgage Executive Magazine's 2025 Top 50, Managing document output like escrow analyses and payoff quotes during integration
posture: peer CTA: medium_direct type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
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Pain angle: PlanetPress EOL deadline vs. developer scarcity for M&A integration
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Reframe: Don't default to OL Connect; modernize document architecture to remove IT bottlenecks
Subject: —
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Proof: HSBC manages 100-200 templates with SWIFT integration, similar to high-volume mortgage document complexity · Asset: CUSTOM1.PDF
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Lincoln Financial Group
lincolnfinancial.com
· insurance
· Radnor, US
A holding company providing insurance and investment management through core segments of life, annuities, and retirement.
“We help people confidently plan for their version of a successful financial future. ”
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, investments, life insurance, group protection, and retirement plan services.
With our 120-year trac…
LinkedIn headcount: 10,741
A Quadient case study explicitly confirms Lincoln Financial Group (a Fortune 200 financial institution) adopted Quadient Inspire as a foundational CCM component for electronic communications and digital transformation. LinkedIn data corroborates this with current staff roles for Quadient/Inspire dev
LLM classification: Insurance HIGH
Tier 1 score 77
Chris
⭐ Quadient Inspire
1001_5000 employees · 1b_plus
Technology & Competitors
Quadient Inspire ⭐
HIGH
HG Insights
Quadient CCM ⭐
HG Insights
⚡ Competitor case study found:
Quadient
Lincoln Financial implemented Quadient Inspire as a foundational component of its digital transformation strategy to drive electronic communications for its 17 million clients. The project reduced processing times from weeks to minutes, eliminated errors in forms, and achieved significant savings by digitizing print notices.
Strategic Initiatives
- Expanding long-term care access via Waterlily platform integration, Targeting free cash flow conversion of 45%-55% by 2026, Digital-first operational shift to reduce energy and paper usage
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Life Insurance & Annuities
Awareness: stage_3
Scale: mega — Customers 17 million
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) on NorthStar CCM
Live Signals (leadership, M&A, events)
- Leadership Change: Appointed Gotham Majumdar as SVP
- Data and AI Engineering to lead enterprise data strategy and governance.
- Leadership Change: Nilanjan (Neel) Adhya joined as EVP
- Chief AI
- Data and Analytics Officer (CAIDAO) to advance AI as an enterprise capability.
- +2 more
Web Research Finding HIGH
CONFIRMED: Quadient case study - Lincoln Financial uses Quadient Inspire as foundational CCM platform for digital communications. Multiple Quadient resources reference the partnership.
Action: UPDATE VENDOR
CCM People Intelligence (from LinkedIn profiles)
4
Total CCM staff
4
Current
Primary vendor detected: Quadient/Inspire
All vendors: Quadient/Inspire
True
Contacts (10)
completed: 9 queued: 1
0 active · 1 🔗
Gautam Majumdar
Senior Vice President, Data and AI Engineering
engineering · vp
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📋 CUSTOM1.PDF
Angle: enterprise data architecture & AI transformation strategy
Hooks: your recent appointment as SVP of Data and AI Engineering to lead Lincoln's enterprise strategy, reporting into Neel Adhya to architect the foundation for AI-driven growth, your deep background in IT architecture at IBM and SPINS as Chief Product and Technology Officer
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
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Pain angle: IT architecture lock-in and developer scarcity preventing the scaling of AI-ready document data
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Reframe: legacy CCM (Quadient) creates an 'architecture tax' where every policy change or beneficiary notice update requires specialized IT resources instead of high-level engineering
Subject: —
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Proof: Optum (a peer in the T1 Healthcare/Insurance space) migrated 200+ templates and eliminated document-related operational lag · Asset: CUSTOM1.PDF
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Tom Anfuso
Senior Vice President, Chief Technology Officer
engineering · vp
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📋 CUSTOM1.PDF
Angle: strategic technical leadership at Lincoln and legacy transformation at JPMC
Hooks: your transition from leading tech integrations at JPMC to overseeing Lincoln's enterprise infrastructure vision, Jennifer Charters’ focus on investing in technology to power the next chapter of Lincoln's growth transformation, your mandate to rapidly respond to evolving business needs through IT infrastructure modernization
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Lincoln
Hi Tom,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Lincoln Financial, I wanted to ask about something we see come up a lot at insurers your size. Are document template changes still sitting in a developer queue, or has your team found a way to get the business side handling those directly?<br><br>The reason I ask: at companies running large-scale policyholder communications, every endorsement update, renewal notice, or regulatory disclosure that touches a template typically requires someone who knows the system. When that person is stretched across higher-priority work, the document layer slows everything down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Tom,<br><br>Following up on what I sent about the document template dependency piece.<br><br>One example I keep coming back to: HSBC runs 100 to 200 complex trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. The thing that made it work was removing IT from the day-to-day change path without losing the controls IT cared about.<br><br>For an insurer at Lincoln's scale, that matters when a regulatory change hits and declarations pages, endorsements, or premium notices need to go out fast. If the only people who can touch the templates are developers, the timeline slips.<br><br>That's what MHC NorthStar CCM does differently: your compliance or ops team makes the change directly, within approval workflows IT sets up, and the wait disappears.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Tom
Hi Tom,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates including SWIFT communications with architecture that removed the IT dependency bottleneck. · Asset: CUSTOM1.PDF
Hey Tom, good to be connected.
Sent you a few emails about getting template changes off the developer queue, given how tight that talent pool is running. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update.
HSBC did this with 100-200 complex templates, including SWIFT communications, and took the IT dependency out of the loop entirely.
Worth a quick conversation to see if any of this is relevant?
Chris
Nilanjan Adhya
EVP, Chief AI, Data and Analytics Officer
operations · c_level
completed
primary
– none
↺ Bounced
influencer
seq 15
step 1/3
📋 UNLOCK1.PDF
Angle: enterprise AI transformation lead
Hooks: Transition from BlackRock to Lincoln Financial as the first CAIDAO to institutionalize AI and data as core capabilities., Focus on reimagining workflows and building enduring capabilities to enhance experiences for 17 million customers., Recent appointment of Ravi Ravipati as SVP of AI Product and Delivery to scale AI solutions.
posture: challenger CTA: soft type: differentiation_led
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Subject: Document layer and Lincoln's AI shift
Hi Nilanjan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI and data transformation at Lincoln Financial, I wanted to ask about something that comes up a lot at carriers your size. Does every change to a policyholder-facing document still require a developer to touch the template before it goes out?<br><br>At large insurers, that dependency tends to become a quiet bottleneck. A regulatory update hits, a product team needs a disclosure revised, and the change sits in an IT queue for days. With your member base, that lag adds up fast, especially when Lincoln is pushing hard toward a digital-first operational model.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the IT dependency on document changes as part of Lincoln's broader modernization push. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Nilanjan,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Insurance tends to be the vertical where I hear this most. Policy changes, state regulatory updates, product disclosures. Each one is a developer project on most legacy CCM platforms.<br><br>Here's the pattern we see at carriers that move off that model: once the compliance or ops team can make template changes directly, the wait disappears. The IT ticket never gets written. Changes that used to take days happen the same day.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. The IT bottleneck on document changes was a consistent reason for switching. With Lincoln's push toward free cash flow efficiency and a digital-first operating model, removing that friction from the document layer seems like it fits the direction you're already heading.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document ops
Hi Nilanjan,<br><br>Sent you a couple of notes about document infrastructure at Lincoln Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Nilanjan, appreciate you connecting. I sent a few emails over the past couple weeks so you may have seen those come through.
The IT ticket bottleneck on template changes was the thread I kept pulling on. At MHC we help insurers move that ownership to the business side so document updates don't sit in a developer queue. Companies like Guardian, Allstate, and Acuity have made that shift and gotten meaningful time back on the ops side.
Not sure how central that is to what you're working on at Lincoln Financial right now.
If any of this lands, feel free to reach out whenever.
Chris
Jennifer Charters
Executive Vice President, Chief Information Officer
engineering · c_level
completed
primary
– none
↺ Bounced
decision_maker
seq 11
step 1/3
📋 CSFIN1.PDF
Angle: strategic IT restructuring and AI focus
Hooks: Recently led a strategic IT restructuring at Lincoln Financial to shift budget from 'run' spend to innovation, specifically AI and modernization., Inherited a massive Quadient Inspire implementation designed to drive digital transformation for 17M clients., Prior experience at Ally Financial leading internal technology solutions for compliance and finance, where document complexity is highest.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure, Lincoln Financial
Hi Jennifer,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Lincoln Financial, I wanted to ask about something that comes up a lot with insurance IT leaders at your stage. With the push toward AI investment and leaner IT operations, is your document composition layer still requiring developer time to manage and update?<br><br>At companies your size, that's usually a few developers locked into template maintenance for policyholder communications, renewal notices, group protection documents. It's not glamorous work, and it tends to crowd out the higher-priority roadmap items.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your IT capacity for the work that actually moves the needle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in and high maintenance 'run' costs are blocking your goal of reinvesting in innovation and AI.
Hi Jennifer,<br><br>One more thought on the IT capacity piece I mentioned.<br><br>HSBC runs between 100 and 200 complex trade and insurance document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Their compliance and operations teams now manage template changes directly. IT stopped being the bottleneck.<br><br>For an insurer with Lincoln's member base, that matters. When a regulatory change hits a state filing or a group protection notice, the people who know what the document needs to say can make the change the same day. No ticket, no queue, no developer dependency.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to maintain oversight.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to a massive Quadient upgrade, evaluate if moving document composition to business users can further reduce IT operational expenses.
Subject: One last thing, Jennifer
Hi Jennifer,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT and insurance templates, achieving self-service and eliminating the IT bottleneck. · Asset: CSFIN1.PDF
Hey Jennifer, glad we're connected here.
Sent you a few emails about the architecture lock-in and maintenance overhead eating into budget you'd rather put toward AI and innovation. Didn't want to let that sit without trying a different channel.
At MHC we help insurers shift template ownership off IT queues to the business side. HSBC did this across 100-200 complex SWIFT and insurance templates and got to full self-service, no more IT bottleneck on every change.
Happy to reconnect here if the timing ever works.
Chris
Bill Jaworski
Assistant Vice President - Enterprise Automation
engineering · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: enterprise automation at Lincoln Financial
Hooks: AVP of Enterprise Automation role at Lincoln Financial Group, alignment with Gotham Majumdar's new enterprise data and AI engineering mandate, experience managing complex document intake and storage workflows
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for template changes in Quadient Inspire
—
Reframe: business-user self-service to bypass developer scarcity and IT ticket queues
Subject: —
—
Proof: Guardian and Allstate (T2) using MHC to automate high-volume policy and claim correspondence · Asset: ULTIMA1.PDF
—
Christopher O'Connor
VP, Digital Platforms & Operations
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic_scale_alignment
Hooks: Leadership in managing digital platforms for Lincoln Financial's 17M clients, Context of Quadient Inspire driving digitization for policy contracts and annual statements, Expansion of Workday partnership to streamline benefit administration
posture: peer CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: OpenText/Quadient
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Sharon Scanlon
SVP, Customer Experience, Producer Solutions and Workplace Solutions Marketing
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Alignment of CX leadership with recent enterprise AI and digital accessibility initiatives to streamline complex policyholder communications.
Hooks: Leadership in Workplace Solutions CX during Lincoln's expansion of the Workday Innovation Partnership., Focus on digital accessibility transformation in corporate learning and onboarding., Strategic oversight of CX for Group Protection products and member experience.
posture: challenger CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change. Business users are sidelined while waiting for IT cycles to update policy contracts and notices.
—
Reframe: Business-user self-service: Moving beyond the 'IT-first' model of Quadient to allow CX teams to own the message without technical debt.
Subject: —
—
Proof: T2: Strategic CCM partner for major insurers like Guardian and Allstate, managing millions of communications while ensuring 508 compliance. · Asset: UNLOCK1.PDF
—
Martin Koritko
VP, Continuous Improvement and Agile Practices
operations · vp
queued
primary
– none
influencer
seq 27
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise digital transformation & process optimization
Hooks: managed a $100M+ enterprise digital transformation program focused on reducing IT run-rate expenses, deep experience in integrating process reengineering with technology delivery (AI/Modernization), background in streamlining operations for Money Out/Disbursements and client experience within Lincoln's retirement plan services
posture: challenger CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes still going through IT?
Hi Martin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading continuous improvement at Lincoln Financial, I wanted to ask about something that comes up a lot at insurers your size. Does every policyholder document change still require an IT ticket and a developer who knows the system?<br><br>At large insurers, the document layer tends to be the slowest part of any operational improvement initiative. A compliance update, a product change, a new disclosure requirement — and the business team is waiting on IT to touch a template only a developer can access. That friction shows up everywhere: policy documents, renewal notices, claims correspondence, endorsements.<br><br>With your team focused on digital transformation and reducing process waste, I'd imagine that dependency is worth a closer look.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Martin,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern is consistent across all of them. The insurer moves to MHC, the compliance and ops teams start managing templates directly, and the wait for IT stops being part of the process.<br><br>That matters especially when a regulatory change has to go out across your full policyholder base, or when a product update means dozens of document variants need to change at once. With your member base at Lincoln's scale, that kind of change cycle is a real operational cost.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Martin
Hi Martin,<br><br>Sent you a couple of notes about the document infrastructure piece at Lincoln Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Martin, good to have you in the network.
Sent you a few emails about the document infrastructure gap in modernisation work, specifically the IT ticket bottleneck on template changes. Didn't want to let the connection go without a quick note.
At MHC we help insurers move template ownership to the business side, off the developer queue. Allstate and Acuity have both made that shift, and it tends to remove a layer of friction that slows down broader transformation work.
Worth a quick conversation to see if any of this is relevant?
Chris
Darla Roche
VP, Contact Centers, Life, Dental and Supplemental Health Claims Operations
operations · vp
completed
primary
🔗 connected
↺ Bounced
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: claims operational efficiency
Hooks: Experience leading Life, Dental, and Supplemental Health Claims operations, Focus on operational transformation and technology enablement, LFG's recent expansion of the Workday partnership to streamline benefits
posture: challenger CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Lincoln Financial
Hi Darla,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing claims operations across life, dental, and supplemental health at Lincoln Financial, I wanted to ask about something that comes up a lot with teams like yours. When a change needs to go out on a claims letter or explanation of benefits, does that still require an IT ticket and a wait on a developer to touch the template?<br><br>For most claims ops leaders we talk to, the answer is yes. A regulatory update, a tone change, a disclosure tweak, and it becomes a project. The business side knows exactly what the document should say, but someone with system access has to make the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Darla,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Something I should have included in my last note: the pattern we see most often at insurers your size is that the claims ops team knows exactly what needs to change on a letter. Compliance flags something, or a state requires updated language, and it still takes weeks because the template lives in a system only a developer can navigate.<br><br>What changes on MHC NorthStar CCM is who does the work. Your compliance or operations team makes the update directly, with controls in place so IT still governs what goes out. The ticket never gets written.<br><br>With Lincoln's push toward digital-first operations and tighter cash flow targets, cutting that kind of friction out of the claims communication cycle is the kind of thing that compounds. Fewer handoffs, faster turnaround on outbound letters, less developer time spent on low-complexity changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Darla
Hi Darla,<br><br>Sent you a couple of notes about document workflows in claims ops at Lincoln Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in claims, feel free to reach out.
Proof: 25+ insurers trust MHC, recognized as #1 mid-market by Aspire · Asset: UNLOCK1.PDF
Darla, appreciate you connecting. Sent you a few emails recently about the IT ticket bottleneck on template changes, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side, off the developer queue. We work with 25+ carriers across life, dental, and supplemental lines, and Aspire ranked us the number one mid-market CCM platform, which tends to matter when teams are evaluating options seriously.
If any of this lands, feel free to reach out whenever.
Chris
Talbert Thomas
Head of AI Strategy, Operations & Enablement
engineering · vp
completed
primary
– none
↺ Bounced
decision_maker
seq 11
step 1/3
📋 UNLOCK1.PDF
Angle: AI modernization and technical debt
Hooks: Current focus on operationalizing enterprise AI strategy and scalable services at Lincoln Financial., Previous role as Divisional CIO for AI and Corporate Technology, emphasizing technology modernization., Strategic oversight of IT architecture and return from technology investments.
posture: challenger CTA: soft type: differentiation_led
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Subject: Document layer and AI modernization
Hi Talbert,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI strategy and operations at Lincoln Financial, I wanted to ask about something that comes up a lot in conversations with insurers running older CCM platforms. When your team is trying to move fast on AI-driven initiatives, is the document production layer one of those things that slows everything down because changes still have to go through a developer?<br><br>It tends to show up the same way: the business side needs to update a policyholder notice or a group protection document, but the template lives in a system only a specialist can touch. The work piles up. And when you're also trying to hit a digital-first operational shift and reduce technical debt, that bottleneck gets expensive fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that dependency so your team can focus on the modernization work that actually moves the needle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient
Hi Talbert,<br><br>Following up on what I sent about the document layer piece.<br><br>One pattern I see at insurers focused on reducing technical debt: the CCM platform becomes a long tail item that nobody wants to deal with, but it touches every customer-facing output. Policy notices, renewal documents, group protection correspondence. All of it.<br><br>The companies that have moved off legacy CCM setups tend to find that the IT dependency doesn't just slow down document changes. It slows down compliance updates, product launches, anything that needs new language out the door fast. With your member base, that adds up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place. Your compliance or ops team handles the update directly. The ticket never gets written.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient
Subject: One last thing on document infrastructure
Hi Talbert,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Talbert, appreciate the connection.
Sent you a few emails about the OpenText and Quadient piece, so you have some context on where MHC fits. Short version: we help insurers move template ownership off IT and onto the business side.
Allstate and Acuity both made that shift on the document layer before it started slowing down broader platform work. We work with 25 or so carriers at this point, and it tends to come up in the same conversations you're probably having around AI enablement and operational modernisation.
If any of this lands, feel free to reach out whenever.
Chris
Zurich Insurance Group
zurich.com
· insurance
· Zurich, CH
Global insurance group providing wide-ranging property-casualty and life insurance products to individuals and businesses.
Zurich Insurance Group (Zurich) is a leading global multi-line insurer founded more than 150 years ago, which has grown into a business serving more than 82 million customers in more than 200 countries and territories, while delivering industry-leading total shareholder returns. Our customers includ…
LinkedIn headcount: 47,994
Corroborated by high-confidence HG Insights data indicating active usage of Oracle Documaker for document composition within North American operations.
Tier 1 score 74
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
MEDIUM
HG Insights
Microsoft Power Platform
HG Insights
⚡ Competitor case study found:
Smart Communications
Zurich UK and Zurich Ireland implemented SmartCOMM to modernize customer communications, integrate with Salesforce via MuleSoft, and transition away from legacy systems to improve business user control.
Strategic Initiatives
- Launch of Zurich AI Lab to accelerate AI-driven industry transformation and customer experience., Execution of the 2025-2027 financial plan focusing on core EPS growth and commercial franchise strengthening.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE P&C
Awareness: stage_3
Scale: mega — Policies in Force 103,000 net increase (Farmers Exchanges subsidiary)
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- growth: Reported record earnings across all businesses in 2025 results
- showing strong operational excellence.
- leadership_change: Heather Fox noted as Head of U.S. National Accounts; Kristof Terryn continues as CEO of Zurich North America.
- finance: Closed USD 500 million of dated subordinated debt placement to strengthen capital structure.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: Quadient/Inspire
All vendors: Quadient/Inspire
False
Contacts (31)
completed: 31
0 active · 0 🔗
Frank Verkerk
Group Chief Platform Officer
operations · c_level
completed
primary
– none
influencer
seq 22
step 0/3
📋 ULTIMA1.PDF
Angle: strategic platform vision and Zurich's record 2025 earnings
Hooks: your focus on 'insurance-as-a-service' and modular digital services, Zurich's record 2025 earnings growth across all business lines, your 'Pressure Makes Diamonds' leadership philosophy mentioned in CIOReview
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your platform roadmap
Hi Frank,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing platform strategy at Zurich, I wanted to ask about something that comes up a lot at carriers your size. Does updating policyholder-facing documents still require going through a developer who knows the underlying system, or has your team found a way to hand that off to the business side?<br><br>At the scale Zurich operates, that dependency adds up fast. A regulatory change, a product update, a new disclosure requirement across millions of policyholders — and the path to getting that document changed still runs through IT. That's the pattern we see most often at large multi-line carriers.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if any of this is relevant to where you're taking the platform. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Frank,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be upfront about something: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see when carriers move to MHC NorthStar CCM. Business users start managing templates directly, compliance teams handle disclosure updates the same day they're needed, and IT stops being the bottleneck for changes that were never really IT's problem to begin with.<br><br>The carriers where this matters most are the ones running multi-line books across multiple geographies. A regulatory change in one market, a product update in another — at Zurich's volume, that's a lot of templates touching a lot of policyholder documents. Declarations pages, renewal notices, endorsements, premium notices — each one potentially requiring a developer touchpoint on a legacy composition system.<br><br>With your AI Lab standing up and a 2025-2027 plan focused on platform modernization, I'd imagine the document layer is somewhere on that list. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on doc infrastructure
Hi Frank,<br><br>Sent you a couple of notes about document infrastructure at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Zurich UK and Zurich Ireland transition from legacy systems to SmartCOMM to improve business user control and Salesforce integration. · Asset: ULTIMA1.PDF
Hey Frank, appreciate the connection.
Sent you a few emails recently about the IT dependency piece I mentioned, so I won't rehash that here. At MHC we help insurers move template ownership off developer queues and onto the business side. Zurich UK and Zurich Ireland have already gone through that transition, shifting from legacy document platforms to give business users direct control and cleaner Salesforce integration, so some of this may already be on your radar.
If any of this lands, feel free to reach out whenever.
Chris
Amy Nelsen
Head of Underwriting Operations, U.S. Middle Market
operations · vp
completed
primary
– none
influencer
seq 25
step 0/3
📋 ULTIMA1.PDF
Angle: strategic AI scaling for UW productivity
Hooks: Your recent panel at Insurtech Insights USA regarding 'Human vs AI' and scaling Sixfold to dozens of offices countrywide., The goal of giving underwriters 'back valuable hours' for higher-order analysis by eliminating tedious hunting-and-gathering., Your 25-year tenure at Zurich—from Platform Director to leading Middle Market Operations and Technology.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes slowing down UW ops?
Hi Amy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Underwriting Operations for U.S. Middle Market at Zurich, I wanted to ask about something we see come up constantly at insurers your size. Does updating customer-facing documents like renewal notices, endorsements, or claims correspondence still require going through IT and waiting on a developer who knows the system?<br><br>At your volume, that wait has real consequences. When a regulatory change hits, or a product change needs to go out to millions of policyholders, the ops team flags it, but the update sits in a queue. The developer who knows the templates might be one of two people in the building. That's a bottleneck that doesn't scale with a 2025-2027 growth plan.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and back in the hands of your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'developer scarcity' bottleneck ($150K+ talent pool shrinking) while managing 2025-2027 digital scaling goals on Oracle Documaker.
Hi Amy,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run policyholder communications on MHC. The pattern we see after they make the switch: the compliance or ops team starts managing template changes directly, and the IT ticket queue for document updates stops growing. A regulatory change that used to take weeks gets handled the same day.<br><br>That matters especially at Zurich's scale. Policyholder data sits across policy admin, claims, and rating systems. When a state filing change hits, someone has to update templates across all of them. On most legacy document systems, that's a developer project. On MHC NorthStar CCM, the ops team makes the change directly, with approval workflows built in so IT keeps the controls they need.<br><br>I noticed Zurich is scaling AI through the AI Lab to drive UW productivity. Document infrastructure is usually the layer that slows that down before anyone notices it's the problem.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker changes shouldn't require an IT ticket or a rare developer; business users should own the templates to maintain your 'speed to field' advantage.
Subject: One last thing, Amy
Hi Amy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you scale into the 2025-2027 plan, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate remove IT as the bottleneck for claims correspondence and renewal docs. · Asset: ULTIMA1.PDF
Hey Amy, glad we're connected.
I sent a few emails recently about the developer scarcity piece and what that pressure looks like when you're trying to scale document output through 2025 and beyond. Didn't hear back so figured I'd try here.
At MHC we help insurers move template ownership off the IT queue and onto the business side. Guardian and Allstate have used that model to cut IT dependency on claims correspondence and renewal docs entirely.
If any of this lands, feel free to reach out whenever.
Chris
Bradford Psenicka
SVP & Chief Architect, ITS
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise cloud governance & document roadmap
Hooks: Current focus on creating next-gen AWS cloud services and streamlining governance for cloud-hosted applications at Zurich., Role as Ambassador to BUs from ASD, bridging the gap between technical architecture and managerial C-level roadmaps., Extensive history with internal technical documents, roadmaps, and briefs centering around HA and Cloud adoption.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Madhu Ramamurthy
Chief Information Officer
engineering · c_level
completed
primary
– none
● unknown
in Madhu Ramamurthy
influencer
seq 27
step 0/3
📋 ULTIMA1.PDF
Angle: strategic focus on scaling digital solutions and modernizing policy administration
Hooks: your recent podcast discussion on navigating the tension between bold AI innovation and embedded legacy structures, Zurich's 2025-2027 business plan objective to scale digital solutions and modernizing your 30-year relationship with core platforms like Insurity, your focus on transitioning IT from a necessary evil to a thought leader by reducing vendor dependency and modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Zurich
Hi Madhu,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Zurich, I wanted to ask about something we see come up a lot at global carriers your size. Is the document layer one of those things that keeps surfacing as a blocker in your modernization roadmap, even when everything else is moving forward?<br><br>At organizations running millions of policyholder communications, declarations, endorsements, and claims correspondence, the usual pattern is that every template change still routes through a developer who knows the underlying system. With Zurich's push to scale digital solutions and modernize policy administration, that dependency tends to become more visible, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your team's critical path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Madhu,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of change happened because their ops team stopped waiting on developers for every update.<br><br>For a carrier at Zurich's scale, with declarations, endorsements, and claims correspondence going out to millions of policyholders across multiple markets, the cost of slow is high. When a regulatory change hits one region, or a product update needs to reflect across policy documents fast, the bottleneck isn't a people problem. It's that the change path runs through a system only a developer can touch.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Madhu
Hi Madhu,<br><br>Sent you a couple of notes about document infrastructure at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Zurich manages a massive scale of declarations, endorsements, and claims correspondence where legacy bottlenecks directly impact your digital scaling goals; we helped Guardian and Allstate modernize these workflows. · Asset: ULTIMA1.PDF
Madhu, good to have you here.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on where we're coming from. At MHC we help insurers move template ownership off the developer queue and onto the business side.
Guardian and Allstate both ran into the same bottleneck at scale before modernising those workflows, which is partly why I reached out to you specifically.
If any of this lands, feel free to reach out whenever.
Chris
Amy DeLamoreaux
Assistant Vice President, Business Architect and Application Delivery Manager
operations · vp
completed
primary
⏳ pending
champion
seq 18
step 2/3
📋 UNLOCK1.PDF
Angle: document production automation & legacy transformation
Hooks: Your leadership in automating quote proposals between PolicyCenter and electronic delivery stacks., Development of the SharePoint-based requirements management system for document templates and variable mapping., Impact Award recognition for transitioning Zurich from legacy underwriting systems to streamlined, automated workflows.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document production at Zurich
Hi Amy,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing application delivery at Zurich, I wanted to ask about something that comes up constantly at insurers your size. Does every template change for policyholder documents still require a developer to touch the underlying system before anything goes out?<br><br>At mega-scale, that bottleneck compounds fast. A regulatory update hits one state, and suddenly there's a queue of template changes waiting on whoever knows the composition layer well enough to make them. With millions of policyholders across multiple lines, that wait has real consequences for declarations pages, endorsements, renewal notices, and claims correspondence.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap. E2=compliance/508.
Hi Amy,<br><br>One more thought on the template management piece I mentioned.<br><br>The insurers we work with that made the switch describe a similar before and after. Before: a compliance or product team identifies a change needed on a renewal notice or endorsement, writes the ticket, and waits. After: the compliance team makes the change directly, with approval workflows built in, and IT stops being the bottleneck.<br><br>I'll be straightforward with you. I don't have a single insurance case study with a specific metric I can point to. What I can tell you is that Guardian Life, Allstate, Intact Financial, and Acuity are running their policyholder communications on MHC NorthStar CCM today. The pattern is consistent: business users start managing templates directly, and the wait disappears.<br><br>For a group like Zurich, with your AI Lab work and the 2025-2027 plan in motion, having the document layer keep pace with everything else matters. Legacy composition systems tend to be the last thing that gets modernized and the first thing that slows everything else down.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Amy
Hi Amy,<br><br>Sent you a couple of notes about document production and template management at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Amy, glad we're connected here.
Sent you a few emails about the IT ticket bottleneck on template changes, and figured LinkedIn was worth a try since the inbox can be a black hole.
At MHC we help insurers move template ownership to the business side, off developer queues. Allstate and Intact have both made that shift with us, which is part of why we're in conversations with a lot of Documaker shops right now.
Worth a quick conversation to see if any of this is relevant?
Chris
Andy Wakeford
Vice President of Operations and Technology
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic project portfolio management for $7Bn Business Unit
Hooks: Responsibility for delivering strategic projects that drive growth for the $7Bn BU at Zurich North America., Experience in vendor partner selection via RFI/RFP processes and developing business cases for investment., Focus on optimizing organizational design and ensuring teams are efficient and cohesive.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility. · Asset: ULTIMA1.PDF
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Brad Van't Hul
Principal Enterprise Architect
engineering · manager
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise architectural modernization and scalability
Hooks: your experience leading data center consolidations and cloud-first technology plans, AWS Certified Solutions Architect expertise applied to complex insurance topologies, Zurich's 2025 growth signaling a push for modernized, scalable document operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_lock-in_risk
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT integration) · Asset: CUSTOM1.PDF
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Hope Wilberschied
Marketing Director
operations · director
completed
primary
– none
influencer
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital initiatives for high-volume customer communications
Hooks: Experience steering digital marketing strategy at Zurich North America for over a decade., Direct connection to the recent modernization of the Trust Protector Policy for financial institutions., Focus on CX and service design to bridge the gap between complex insurance products and digital member communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: No vendor
Subject: —
—
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market rank) · Asset: UNLOCK1.PDF
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Sid Doddi
VP, Technology Strategy
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: strategic tech transformation vs. developer scarcity
Hooks: Leadership in Zurich North America Technology Strategy, Recent focus on Generative AI and modern architecture, Zurich's record $8.9bn operating profit driving digital expansion
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Zurich's insurance peers like Guardian and Allstate leverage MHC for complex policy and claims correspondence. · Asset: UNLOCK1.PDF
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Kristen Bessette
Chief Data Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic_ai_modernization
Hooks: Your recent arrival in January to lead Zurich North America's AI and data initiatives., Your focus on moving from 'fragmented data' to AI-driven decision-making as discussed in your EXL webcast., Zurich's goal of scaling digital solutions while managing the cognitive load AI puts on teams.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: architecture_lock-in_risk
Subject: —
—
Proof: Zurich's move toward agentic AI is limited if the document layer remains a manual bottleneck for developers. Optum eliminated this by moving 200+ templates to a business-user model. · Asset: CUSTOM1.PDF
—
Patricia Carney
AVP, Head of Claims Intake Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: document operations leadership and Documaker context
Hooks: Leadership of the Document Distribution Center and Claims Intake Operations at Zurich North America for over 29 years, Oversight of scanning, indexing, and claim-related correspondence processing, Context of Zurich's recent USD 8.9 billion profit and ongoing modernization efforts like the Trust Protector Policy update
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker's reliance on a shrinking pool of specialized developers ($150K+) creating a bottleneck for simple manuscript endorsement or claims reserve template changes.
—
Reframe: Rather than waiting for IT tickets to clear, empower the claims operations team with business-user self-service to handle document composition without developer scarcity risks.
Subject: —
—
Proof: MHC helped Guardian and Allstate (Insurance Tier 2) streamline high-volume communications, and assisted 25+ other insurers in modernizing legacy CCM platforms. · Asset: UNLOCK1.PDF
—
Prasad Bhalkikar
Vice President, Enterprise Architecture
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: modernizing architectural debt and technical debt management in the wake of Zurich's E&S property growth and profit reports
Hooks: Your focus on Enterprise Architecture at Zurich and managing technical debt in complex insurance environments, Recent 2025 operating profit of $8.9B and the modernization of the Trust Protector Policy, Managing legacy Documaker architecture while scaling E&S Property operations under Margaret Melnik
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: compliance/508 and the risk of legacy blocking the digital roadmap
Subject: —
—
Proof: Guardian, Allstate, and Intact (25+ insurers + Aspire #1 mid-market) · Asset: UNLOCK1.PDF
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Satheeshnath Arimbra
AVP, IT Architecture
operations · director
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: Legacy sunsetting expertise & Zurich UK/IE modernization context
Hooks: Experience in legacy application sunset strategies and Azure cloud enablement, Role as AVP of IT Architecture at Zurich North America, Successful SmartCOMM modernization project already completed by Zurich UK and Zurich Ireland teams
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker developer scarcity and IT architectural debt
—
Reframe: Reducing IT dependency and architectural lock-in by moving away from Documaker's legacy footprint
Subject: —
—
Proof: Zurich UK and Zurich Ireland successfully modernized their document operations, moving from legacy systems to SmartCOMM for better business user control and Salesforce integration. · Asset: ULTIMA1.PDF
—
Srinivas Dadi
AVP, IT Architecture
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: Documaker + Modernization
Hooks: AVP of IT Architecture at Zurich North America leading digital transformation strategies, Recent modernization of Zurich's Trust Protector Policy for financial institutions, Experience in legacy transformations from EY and TCS applied to mega-scale document operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT=developer scarcity ($150K+, shrinking pool), DocOps=IT ticket wait per change.
—
Reframe: Documaker: compliance/508 automation vs. manual legacy workflows.
Subject: —
—
Proof: Zurich manages mega-scale manuscript endorsements and claims reserves; we helped Guardian and Allstate modernize 25+ insurers. · Asset: UNLOCK1.PDF
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Susan Kendziora
Vice President, Head of Operations Services
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: long-term leadership and digital scaling initiative
Hooks: 25-year tenure leading Ops Services at Zurich North America, Alignment with Zurich's 2025-2027 plan to scale digital solutions, Focus on operational excellence for mega-scale document types like declarations and claims correspondence
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change
—
Reframe: compliance/508 risk for legacy templates
Subject: —
—
Proof: Guardian and 25+ insurers trust MHC to automate high-volume insurance communications · Asset: UNLOCK1.PDF
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Hobie Bond
VP, Head of Innovation and IoT
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: transformation leadership and IoT focus
Hooks: your 30-year track record in P&C transformation and current focus on Telematics and IoT for commercial lines, experience delivering expert leadership on moving products from out-of-date legacy systems to modern software packages, your recent move to Zurich North America to shape cutting-edge risk insights and customer service underwriting
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: T2_metric · Asset: ULTIMA1.PDF
—
Chuck Kaiser
Chief Communications Officer
operations · c_level
completed
primary
– none
champion
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: strategic reputation and brand alignment via modernization
Hooks: Experience advising commercial insurers and leading 'CommsTech' transformations at Edelman., Current focus at ZNA on enhancing brand visibility and strengthening stakeholder connections through storytelling., Background at Allstate and Motorola provides deep industry context for legacy document hurdles.
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Zurich UK/Ireland modernizing with Salesforce integration while eliminating legacy document dependencies. · Asset: CCM_Buyers_Guide.pdf
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Doug Meyers
SVP, Claims Chief Operations Officer
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic alignment with Zurich's record 2025 growth and existing modernization initiatives in UK/Ireland
Hooks: Zurich's record 2025 earnings across all business lines, Operational oversight of claims correspondence and renewals for North America, Success of Zurich UK/Ireland modernization with SmartCOMM as a potential blueprint
posture: challenger CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity and the IT bottleneck delaying critical claims correspondence updates
—
Reframe: Reducing compliance risk and ensuring 508 accessibility standards across 25+ insurance product lines
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate eliminate IT dependencies for template changes · Asset: UNLOCK1.PDF
—
Jocelyn Jopa
VP, Head of Claims Shared Services
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_transformation_focus
Hooks: Current role leading Claims Shared Services, including Customer Care and Operations, at Zurich North America., Recent participation in the LeadTomorrowPrepared program at Stanford Graduate School of Business., Background in leading Claims transformation initiatives and Design Thinking sprints for operational efficiency.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change
—
Reframe: compliance/508
Subject: —
—
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
—
Kyle Kniss
Vice President-Head of Claims Transformation
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: Claims transformation leadership at RCIS/Zurich
Hooks: Your role spearheading Claims Transformation at RCIS (Zurich) following your time as AVP of Strategy & Innovation., The focus on modernizing the Trust Protector Policy for financial institutions., The operational scale of managing claims reserves and broker communications within Zurich's mega-scale environment.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: E2=compliance/508.
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Mark Puccio
VP Claims - Claims Connect Business Owner
operations · vp
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: Claims Connect ownership + Documaker bottleneck
Hooks: your role as Claims Connect Business Owner, Zurich's 2025-2027 plan to scale digital solutions, modernizing claims correspondence across your 200+ template library
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT developer scarcity making every Claims Connect template change a 150K+ talent bottleneck
—
Reframe: Defaulting to Oracle's cloud path risks architecture lock-in; evaluate business-user self-service to bypass IT tickets
Subject: —
—
Proof: Allstate and 25+ other insurers now use MHC to manage high-volume claims correspondence without developer dependency · Asset: ULTIMA1.PDF
—
Michelle Gauder
SVP, Managed Care
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic shift toward managed care and claims operational efficiency
Hooks: your transition to SVP of Managed Care after leading Claims Administration & Operations, Zurich's recent modernization of the Trust Protector Policy for financial institutions, potential bottlenecks in high-volume claims reserves and surplus lines filings using Documaker
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT/developer scarcity ($150K+) and the long ticket wait times for template changes in Documaker impacting claims speed
—
Reframe: eliminating the IT dependency bottleneck by enabling business-user self-service for manuscript endorsements and broker comms
Subject: —
—
Proof: Guardian and Allstate (25+ insurers) leveraging MHC to hit compliance deadlines and reduce document operational costs · Asset: UNLOCK1.PDF
—
Murali Gollapudi
AVP, Enterprise Integrations
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise integration and modernization at Zurich North America
Hooks: Your role leading Enterprise Integrations at Zurich, especially with the recent modernization of the Trust Protector Policy for financial institutions., Managing enterprise-wide integration strategies at Zurich for over 11 years, bridging IT strategy with operational efficiency., Experience with complex program management and cross-functional collaboration to drive business outcomes in a mega-scale insurance environment.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: IT dependency bottleneck for template changes; business-user self-service as the alternative to technical debt.
Subject: —
—
Proof: T2: Zurich-level scale comparable to Guardian, Allstate, and Intact who use MHC for complex insurance document operations. · Asset: CUSTOM1.PDF
—
Rick Raisinghani
Vice President, Digital Transformation Leader
operations · vp
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital roadmap focus
Hooks: Your focus on executing Zurich's multi-year digital transformation roadmap, particularly in retail crop insurance and agent experiences., Previous experience at Allstate and Big 4 consulting indicates a deep understanding of core policy administration and claims transformation., Active recruitment at Zurich for Oracle Engineers suggests a continued reliance on technical heavy-lifting for platform maintenance.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Sarah Smith
Head of Legal Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: recent shift to Legal Operations + Documaker scarcity
Hooks: Your 15-year tenure across Zurich North America—from Distribution to your current role leading Legal Operations—provides a unique vantage point on how document bottlenecks impact the business., I noticed your recent focus on hiring for Technology Operations to modernize data infrastructure and enhance legal services through automation., Given Zurich UK/Ireland's successful transition to SmartCOMM for Salesforce integration, there is a clear internal blueprint for modernizing customer communications.
posture: peer CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: The 'developer scarcity' trap with Documaker means manuscript endorsements and broker comms are bottlenecked by a shrinking pool of $150k+ specialists.
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Reframe: Modernizing legal operations isn't just about data modeling; it's about removing the IT dependency for every template change so business users can handle surplus lines filings and binding authority docs directly.
Subject: —
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Proof: MHC helped Allied Benefits eliminate $4 per document and modernize 1M+ communications by moving away from legacy-heavy developer dependencies. · Asset: GUC3E41.PDF
—
John Diaz
President of Customer & Distribution Management
operations · c_level
completed
primary
– none
champion
seq 1
step 0/3
📋 UNLOCK1.PDF
Angle: strategic streamlining and operational innovation
Hooks: your new mandate as President of Customer & Distribution Management to streamline how Zurich operates and delivers capabilities, recent record 2025 business operating profit of USD 8.9 billion signaling a shift toward scaling innovation, your prior experience as Middle Market COO and Head of Underwriting giving you a unique lens on technical debt vs. distribution speed
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Zurich's scale
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer and distribution management at Zurich, I wanted to ask about something that comes up constantly at global insurers your size. Does getting a change made to a customer-facing document still require going through IT and waiting on a developer who knows the system?<br><br>At Zurich's volume, that dependency adds up fast. Millions of policyholder documents across property-casualty and life lines, each pulling from different policy admin systems. When a regulatory change hits or a product gets updated, someone has to find the right template in a system only a developer can touch. That wait can stretch from days to weeks.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of operational drag on your distribution and customer comms. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi John,<br><br>One more thought on the document dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we see is consistent: once the business side can manage templates directly, the IT ticket queue for document changes stops being a project and starts being a non-issue.<br><br>That matters at Zurich's scale. With millions of policyholders across multiple lines, a single regulatory update to a declarations page or renewal notice touches a huge surface area. On most legacy document platforms, that's a developer project. On MHC NorthStar CCM, your compliance or operations team makes the change directly, with controls in place, and it goes out the same day.<br><br>I know you're focused on operational innovation as part of the 2025-2027 plan. The document layer is often the last piece of the stack that gets modernized, and it tends to be the one that slows everything else down.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about document operations at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management becomes a friction point in Zurich's modernization work, feel free to reach out.
Proof: Guardian and Allstate (T2) and 25+ other insurers use MHC to unlock mid-market agility. · Asset: UNLOCK1.PDF
Hey John, saw you accepted the connection and wanted to say thanks for that.
I sent a few emails over the past couple of weeks about the IT dependency piece I mentioned, getting template changes off the developer queue and back to the business side. At MHC we help insurers do exactly that, and Guardian and Allstate are among the 25+ carriers already running on it.
Not sure if it's the right moment at Zurich, but happy to reconnect here if the timing ever works.
Chris
Tobias Rave
Senior Vice President, Chief Transformation Officer
operations · c_level
completed
primary
– none
influencer
seq 14
step 0/3
📋 UNLOCK1.PDF
Angle: strategic transformation of Zurich Canada's $2.5B P&C operations
Hooks: your recent promotion to SVP and Chief Transformation Officer at Zurich Canada, overseeing Technical Services and Operations Services within the Executive Committee, driving the transformation office for Zurich's $2.5B P&C business in Toronto
posture: peer CTA: soft type: problem_first
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Subject: Document layer and Zurich's 2025 plan
Hi Tobias,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Zurich, I wanted to ask about something that comes up a lot at global insurers your size. As you're pushing through the 2025-2027 plan, is the document production layer keeping pace with everything else on the roadmap, or is it quietly creating drag?<br><br>At mega-scale operations, the pattern we see is that policyholder communications, declarations pages, renewal notices, endorsements, and claims correspondence are still running through a legacy composition system that requires a developer for every template change. That dependency doesn't show up on a transformation roadmap. It shows up when a regulatory update needs to go out to millions of policyholders and someone has to write a ticket first.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as Zurich modernizes its core operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity for Documaker maintenance
Hi Tobias,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Guardian Life and Allstate both ran into the same bottleneck during their CCM modernization. Every template change for policyholder communications required a developer who knew the composition system. The pattern was consistent, a regulatory update hits, and it becomes an IT project before it becomes a compliance project.<br><br>After moving to MHC NorthStar CCM, their compliance and ops teams started handling template changes directly. The wait on IT stopped being part of the process. For an insurer at Zurich's scale, with millions of policyholders across multiple markets and product lines, that kind of change cycle matters when a state filing or a CMS disclosure requirement has a hard deadline.<br><br>The Zurich AI Lab work and the 2025 plan both point toward faster execution across the business. The document layer is one of the places that either supports that or quietly slows it down.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: avoiding technical debt and architecture lock-in during modernization
Subject: One last note, Tobias
Hi Tobias,<br><br>Sent you a couple of notes about the document infrastructure piece at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the 2025 plan moves forward, feel free to reach out.
Proof: Guardian and Allstate insurance CCM modernization · Asset: UNLOCK1.PDF
Tobias, appreciate you connecting.
Sent you a few notes recently about the document infrastructure gap in modernisation work, specifically around Documaker and the developer dependency that comes with it. At MHC we help insurers move template ownership off IT queues so the business side can manage changes directly.
Guardian and Allstate both went through that transition, and it came up in what I sent over.
If any of this lands, feel free to reach out whenever.
Chris
Glenna Schneider
Filing Implementation Support Manager
operations · manager
completed
primary
– none
champion
seq 6
step 0/3
📋 GUC3E41.PDF
Angle: Documaker maintenance and regulatory compliance
Hooks: Experience overseeing maintenance of proprietary products in policy administration systems and rating tools., Knowledge of NCCI and state insurance department reporting requirements., Management of a technical team facilitating tactical updates to insurance product inventories.
posture: peer CTA: soft type: problem_first
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Subject: Zurich doc template changes
Hi Glenna,<br><br>Chris here from MHC Automation.<br><br>Given your role managing filing implementation at Zurich, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory filing requirement changes, how long does it actually take to get the updated language into the right templates and out to policyholders?<br><br>At mega-scale carriers, the answer is usually longer than it should be. The business side knows what needs to change, compliance knows the deadline, but the actual template update is sitting in a queue waiting on a developer. With millions of policyholders across multiple lines, that wait creates real exposure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on filing changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for change: Document operations (DocOps) at mega scale (like Zurich) often stall because every template tweak for renewals or claims requires scarce Oracle developer resources.
Hi Glenna,<br><br>One more thought on the filing update piece I mentioned.<br><br>A pattern we see at large carriers: the compliance team identifies a required change to a certificate or renewal notice, the ticket gets written, and then it waits. The developer who knows the system is already on something else. The filing deadline doesn't move.<br><br>I'll be straight with you. I don't have a single insurance case study with a specific metric to share. What I can tell you is what happens after carriers move to MHC NorthStar CCM: the compliance team starts handling template changes directly, with approval workflows built in, and the wait disappears. The ticket never gets written because it doesn't need to be.<br><br>At Zurich's volume, with filings across multiple states and product lines, that kind of speed matters. Especially when a regulatory notice has to reach millions of policyholders on a deadline.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Compliance/508 tension: Relying on legacy Documaker architecture creates a bottleneck where regulatory filing updates for certificates or billing can't move as fast as the business needs, introducing compliance risk.
Subject: One more thing, Glenna
Hi Glenna,<br><br>Sent you a couple of notes about the filing template bottleneck at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed over 200 templates and eliminated $4/doc costs, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Glenna, good to connect.
Sent you a few emails recently about getting template changes off the Oracle developer queue. At MHC we help insurers move that ownership to the business side so renewals and claims documents don't sit waiting on a ticket. Optum did it across 200-plus templates and cut costs to near zero per doc, and Natera brought cycle times from two and a half weeks down to two days.
If any of this lands, feel free to reach out whenever.
Chris
Barry Perkins
Chief Operations Officer
engineering · c_level
completed
primary
– none
decision_maker
seq 23
step 0/3
📋 ULTIMA1.PDF
Angle: strategic sourcing and AI maturity
Hooks: Your 2024 discussion on 'refactoring IT sourcing' and shifting from being just supplier-managers to building autonomous digital maturity., The recent launch of the 'AI Lounge' and your multi-pronged assessment approach for securing generative AI tools like the Trust Protector Policy model., Your history leading the Guidewire implementation at UKGI—knowing the friction of balancing legacy modernization with active large-scale transformations.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Zurich's scale
Hi Barry,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at Zurich, I wanted to ask about something that comes up a lot at global insurers running document infrastructure at your scale. Does every template change for policyholder-facing documents still require a developer who knows the composition system to make the update?<br><br>At Zurich's volume, that bottleneck adds up fast. Millions of policyholders, dozens of markets, regulatory changes that can't wait on a ticket queue. When the people who know what a document should say can't touch the template directly, the whole operation slows down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the operational drag on your document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker developer scarcity ($150K+) and the 'supplier-manager' bottleneck blocking digital maturity.
Hi Barry,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>I won't pretend I have a single named insurance case study with a hard metric to share. What I can tell you is the pattern we see again and again: an insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait for a developer with platform-specific knowledge disappears. Carriers like Guardian Life, Allstate, and Acuity are running their policyholder communications this way now.<br><br>The part that's relevant to Zurich's scale: when a regulatory change hits across multiple markets, your team shouldn't need to find someone who can translate that change into a legacy composition system's specs. The people who know what the document should say should be the ones making the update, with controls in place that IT still owns.<br><br>With your 2025-2027 plan focused on cost discipline and commercial growth, cutting the run cost on document production is the kind of operational change that shows up in the numbers. We've seen insurers reduce document infrastructure costs by around 50% by eliminating that vendor-managed layer.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to the standard Oracle upgrade path to avoid further architecture lock-in and vendor dependency.
Subject: One last thing, Barry
Hi Barry,<br><br>Sent you a couple of notes about document infrastructure at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Zurich manages massive template scale; MHC helps insurers like Guardian and Allstate eliminate document liability and reduce 'run' costs by 50% through business-user self-service. · Asset: ULTIMA1.PDF
Good to be connected, Barry.
Sent you a few notes recently about the Documaker dependency piece and what it costs to keep specialist developers in the loop on every template change. At MHC we help insurers move that ownership to the business side so the developer queue stops being a bottleneck on everything downstream.
Guardian and Allstate both made that shift and cut document running costs by around 50%. At Zurich's template scale, that number moves.
Worth a quick conversation to see if any of this is relevant?
Chris
Gregory Guenther
Vice President of Application Delivery
engineering · vp
completed
primary
– none
decision_maker
seq 10
step 0/3
📋 GUC3E41.PDF
Angle: 32-year tenure and Application Delivery leadership at Zurich
Hooks: Your 32-year trajectory at Zurich—from developer to VP of Application Delivery—gives you a rare view of how legacy debt accumulates., Specifically looking at how your Application Delivery teams manage the manuscript endorsements and binding authority documents tied to the recent Trust Protector Policy launch., Noted Zurich's recent cat bond success and active hiring for Risk Engineers, which usually spikes the demand for high-volume, compliant document generation.
posture: peer CTA: soft type: problem_first
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Subject: Document template ownership, Zurich
Hi Gregory,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Application Delivery at Zurich, I wanted to ask about something we see come up constantly at global insurers your size. How much of your team's time is still going toward document template changes that the business side could theoretically own?<br><br>At mega-scale operations, declarations pages, endorsements, renewal notices, and claims correspondence are pulling from multiple policy admin systems at once. Every regulatory update or brand change becomes an IT project. At your volume, with millions of policyholders across lines and geographies, that queue never really empties.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a way to take that document maintenance load off your team's plate. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Gregory,<br><br>One more thought on the document ownership piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The bigger shift was operational: their compliance team started handling template updates directly, without writing a ticket.<br><br>At Zurich's scale, across property-casualty and life lines in multiple markets, the math on that kind of change compounds quickly. Declarations pages, endorsements, cancellation notices, certificates of insurance. When a regulatory requirement shifts in a given jurisdiction, someone on your team has to track down the right template in a system that requires a developer to touch it. That's the friction we remove.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing before I go quiet
Hi Gregory,<br><br>Sent you a couple of notes about document template ownership at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Zurich is operating at a scale where Optum's 200+ template modernization or Allied Benefits' elimination of $4/doc costs are the relevant benchmarks. · Asset: GUC3E41.PDF
Hey Gregory, appreciate you connecting.
Sent a few emails about the IT dependency piece I mentioned, so figured I'd reach out here instead. At MHC we help insurers get template changes off the developer queue and into the hands of business users directly. Optum moved 200+ templates through that kind of shift, which at Zurich's scale is probably the more relevant comparison than smaller rollouts.
If any of this lands, feel free to reach out whenever.
Chris
Sam Boebel
Head of Underwriting Transformation
operations · vp
completed
primary
– none
influencer
seq 15
step 0/3
📋 UNLOCK1.PDF
Angle: recent promotion to lead Underwriting Transformation
Hooks: your recent transition to Head of Underwriting Transformation in March 2026, background in Financial Lines and risk assessment, leading the product and technical group for strategy and innovation
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Zurich's scale
Hi Sam,<br><br>Chris here from MHC Automation.<br><br>Congrats on the move to lead Underwriting Transformation at Zurich. Given that role, I wanted to ask about something that comes up constantly at insurers your size: when your team needs to update a customer-facing document, does that still require going through IT and waiting on a developer to make the change?<br><br>At mega-scale insurers, that bottleneck tends to get expensive fast. Policy documents, endorsements, declarations pages, renewal notices going out to millions of policyholders, and every template change is a ticket in someone's queue. That wait doesn't shrink just because the transformation roadmap is moving.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Sam,<br><br>Following up on what I sent about the IT bottleneck piece.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurers. The pattern is consistent. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and the wait for developer involvement disappears.<br><br>At Zurich's volume, that matters more than it does at a mid-size carrier. Millions of policyholders means any regulatory change, any endorsement update, any renewal cycle adjustment has to propagate fast and accurately across a lot of document variants. When the only path to a template change runs through IT, that's friction at the worst possible time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Sam
Hi Sam,<br><br>Sent you a couple of notes about document infrastructure at Zurich. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the transformation work, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility. · Asset: UNLOCK1.PDF
Hey Sam, appreciate you connecting.
Sent you a couple of emails about the IT dependency piece I mentioned, so you probably have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are both running that way now, along with a good number of others across the industry.
Given you're heading up underwriting transformation at Zurich, there may be some overlap with what we're working on together with those teams.
If any of this lands, feel free to reach out whenever.
Chris
Cigna
cigna.com
· healthcare_medtech_pharma
· Bloomfield, US
A global health company providing insurance, pharmacy benefit management, and health services through its primary brands.
Confirmed as legacy stronghold in input. Modern job postings (2024-2025) for 'Content Configuration' and 'Operations Senior Analyst' in HIH divisions suggest ongoing document composition needs, though specific Elixir DPT corroboration remains thin in recent public web data. Internal divisions (HIH)
LLM classification: Healthcare Payer HIGH
Tier 1 score 72
Jamie
⭐ Elixir DPT
5000_plus employees · 1b_plus
Technology & Competitors
MDLIVE
HG Insights
myCigna
HG Insights
Strategic Initiatives
- Expansion of specialty pharmacy capabilities within the Evernorth segment., Divestiture of Medicare Advantage and supplemental benefits to focus on commercial growth.
Sales Angles & Proof
Primary: legacy_modernization
Secondary: vendor_upsell_intercept
Tertiary: member_experience
Sub-vertical: Health Insurance / Managed Care
Awareness: stage_2
Scale: mega — Total customer relationships 188.4 million
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Leadership Change: Dr. Flaster appointed as Chief Medical Officer for Cigna Healthcare.
- Hiring: Active recruitment for 'HIH - Operations Senior Analyst
- Content Management' and 'Content Configuration' roles in India/Global service centers
- indicating high-volume document template management.
- Cloud/Digital Transformation: Expansion of MDLIVE and myCigna digital platforms indicates a push toward integrated digital-first communication channel
Contacts (9)
active: 5 completed: 3 queued: 1
5 active · 1 🔗
Syed Ali
Director, Strategic Projects + Optimization
operations · director
queued
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Optimization focus at Cigna Healthcare and recent content management hiring signals.
Hooks: Experience in operational efficiency and strategic projects at Cigna., Cigna's recent hiring for 'Operations Senior Analyst, Content Management' suggests a focus on scaling document operations., Background in leading large-scale optimization initiatives.
posture: peer CTA: soft type: problem_first
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Subject: Cigna doc ops question
Hi Syed,<br><br>Jamie here from MHC Automation.<br><br>Given your role in strategic projects and optimization at Cigna, I wanted to ask about something that comes up a lot at health plans your size. When a CMS disclosure requirement changes, how quickly can your team update the EOBs, ANOCs, and SBCs that go out to millions of members? And who actually makes that change?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT vendor pushing Cloud upgrade / architecture lock-in risk for EOBs and ANOCs.
Hi Syed,<br><br>One more thought on the document ops piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days. In both cases, the change that made the difference was getting compliance and ops teams out of the IT ticket queue for every template update. EOBs, ANOCs, prior auth letters, they needed to move faster than a developer sprint cycle allowed.<br><br>With a member base at Cigna's scale, a single CMS notice or enrollment packet change touching millions of communications is not a small task. That's what MHC NorthStar CCM does differently: the compliance team makes the change directly, with approval workflows built in, and IT is not the bottleneck anymore.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate CCM architecture before committing to a legacy-to-cloud migration that might preserve existing bottlenecks.
Subject: one last thing, Syed
Hi Syed,<br><br>Sent you a couple of notes about document ops at Cigna. Wanted to share one last thing before I get too persistent.<br><br>Our team put together a resource on how Optum approached consolidating member communications at scale. Given what I've seen in how Cigna is building out content management and configuration capabilities, it might be worth a look.<br><br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction point, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Natera (2.5wk to 2 days) and Optum managing 200+ templates for BCBS/Humana. · Asset: GUC3E41.PDF
Syed, appreciated the connection.
Sent you a few emails about the Elixir situation, specifically the lock-in risk that comes with the Cloud upgrade path on EOBs and ANOCs. Didn't want to let that thread go cold without reaching out here too.
At MHC we help health plans own that document layer without rebuilding around a vendor's architecture. Optum moved 200+ templates for their BCBS and Humana books through MHC, and Natera cut document turnaround from two and a half weeks to two days.
If any of this lands, feel free to reach out whenever.
Jamie
Christa Rembold
VP Claims Ops @ EviCore by Evernorth
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept
Hooks: Leadership of 400+ professionals supporting 40M annual claims for EviCore, Managing the high-volume claims operations and provider payments lifecycle for Evernorth/Cigna, Legacy transition from Elixir DPT to Cloud architecture while maintaining medical cost savings goals
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: vendor pushing Cloud upgrade
—
Reframe: architecture lock-in risk
Subject: —
—
Proof: Optum managed 200+ templates for BCBS and Humana, eliminating manual bottlenecks · Asset: GUC3E41.PDF
—
Ernest Paul
Head of Brand, Digital Marketing & Marketing Technology
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept
Hooks: Experience leading digital transformation of cigna.com and managing complex marketing technology stacks including WCM, CMS, and DAM., Direct oversight of Cigna's brand standards and digital products, ensuring seamless customer journeys across millions of patient/member touchpoints., Background in 'Design Thinking' and 'Human Centered Design' which aligns with MHC's focus on user-driven template management.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Cigna's current push for Cloud/Digital expansion is hitting the 'Elixir wall'—where every CMS notice or EOB template change requires a developer ticket, slowing down the roadmap you're building.
—
Reframe: As Elixir pushes their Cloud upgrade, don't just migrate the legacy bottleneck; use this pivot to decouple document logic from IT architecture and give your digital team direct control over the comms experience.
Subject: —
—
Proof: Optum (UnitedHealth) migrated 200+ complex healthcare templates to MHC to eliminate developer dependency, mirroring your need for speed in CMS-regulated member communications. · Asset: GUC3E41.PDF
—
Durga Prasad Koka
Executive Vice President and Global Chief Information Officer
engineering · c_level
active
primary
– none
decision_maker
seq 2
step 1/3
📋 CUSTOM1.PDF
Angle: strategic technology modernization & enterprise architecture simplification
Hooks: Your stated mission since 2021 to simplify and modernize Cigna's technology portfolio following the Express Scripts and MDLive acquisitions., The recent MOU you signed with CBIT to advance next-gen engineering skills for healthcare platforms., Leadership of the Global Technology and Operations organization, overseeing operational platforms and infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Cigna
Hi Durga,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading enterprise architecture at Cigna, I wanted to ask about something that comes up a lot at health services organizations your size. As you're simplifying the tech stack, is the document production layer one of those areas that keeps getting deferred because changing it feels riskier than leaving it alone?<br><br>At Cigna's scale, member communications, regulatory notices, and enrollment documents are running across multiple systems and plan types. When a CMS disclosure requirement changes or a state sends updated notice language, someone has to track down the right template in a system that only a developer can touch. That wait doesn't always fit the deadline.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the architecture complexity around document production at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: architecture lock-in risk
Hi Durga,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of consolidation matters when you're operating across commercial, pharmacy, and specialty lines with millions of members.<br><br>The way it worked: their compliance and ops teams started managing template changes directly, without writing an IT ticket. When CMS updated a disclosure requirement, the change went out the same day. That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls.<br><br>Given Cigna's focus on commercial growth and the Evernorth expansion, keeping document production flexible without adding architectural debt seems like it fits where you're headed.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate before committing to Elixir cloud upgrade
Subject: One last thing, Durga
Hi Durga,<br><br>Sent you a couple of notes about document infrastructure at Cigna. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates) and Allied Benefits ($4/doc eliminated) · Asset: CUSTOM1.PDF
Durga, appreciate the connection.
Sent a few notes over email about the architecture lock-in risk on the document layer, so you've already seen the general idea. At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly. Optum did this across 200+ templates, and Allied Benefits got document costs down to the point where they eliminated a $4 per-document overhead entirely.
Not sure if the timing is right at Cigna, but if any of this lands, feel free to reach out whenever.
Jamie
Christina Bentley
Head of Digital Product & Engagement
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Engagement with Cigna's personalized healthcare digital strategy and myCigna expansion.
Hooks: Recognition of your recent presentation at the All Team meeting regarding your personal journey and mission in healthcare., Focus on architecting personalized, AI-powered digital experiences within The Cigna Group., Leadership over digital strategy during a period of massive expansion for MDLIVE and myCigna platforms.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Elixir DPT's cloud-push creating an architectural lock-in risk during Cigna's push for AI-integrated, personalized customer engagement.
—
Reframe: Evaluating alternatives before committing to an Elixir cloud upgrade to ensure business-user self-service doesn't remain an IT-dependent bottleneck.
Subject: —
—
Proof: Optum (UnitedHealth) managed 200+ complex templates across BCBS and Humana plans using MHC to eliminate document wait times. · Asset: GUC3E41.PDF
—
Brooke Hermans
Business Communications Senior Director
operations · director
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept via Elixir Cloud migration
Hooks: Current use of Elixir DPT for regulated healthcare comms like EOBs and SBCs, Recent Cigna leadership transition with Dr. Flaster as CMO, Hiring signals for Operations Senior Analysts in Content Management, The 'IT dependency' common in Elixir DPT environments preventing rapid template updates
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Cigna's scale
Hi Brooke,<br><br>Jamie here from MHC Automation.<br><br>Given your role in business communications at Cigna, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update a member-facing document, whether that's an EOB, a prior authorization notice, or an enrollment communication, does that change still have to go through IT and a developer queue before it goes out?<br><br>At organizations running millions of member communications annually, that bottleneck tends to get expensive fast. A regulatory notice that should take a day ends up taking two weeks because the template lives in a system only a developer can touch. With Cigna's divestiture of Medicare Advantage and the push into commercial growth, I'd imagine the communications workload is shifting too, and the last thing you need is the document layer slowing things down.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get to same-day turnaround on template changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT architecture lock-in and the risk of a forced vendor cloud upgrade before evaluating more agile alternatives
Hi Brooke,<br><br>Following up on what I sent about the template change cycle.<br><br>A couple of examples worth sharing. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days.<br><br>In both cases, the shift was the same: the business team started managing templates directly, with controls still in place, and IT stopped being the path of least resistance for every document change. When a regulatory update hits and it has to reach millions of members fast, that kind of speed matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing document operations shouldn't default to the incumbent; evaluate if business-user self-service can eliminate the 2.5-week template cycle
Subject: One last thing, Brooke
Hi Brooke,<br><br>Sent you a couple of notes about document operations at Cigna. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex healthcare templates (BCBS/Humana) and Natera reduced cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Brooke, appreciate you connecting. I sent a few emails about the IT architecture lock-in piece and the risk of getting pushed into a vendor cloud upgrade before you've had a chance to look at alternatives. Didn't want to let that sit without a quick note here.
At MHC we help health plans move template ownership off the IT queue and onto the business side. Optum used that approach to manage 200+ complex healthcare templates, and Natera cut cycle times from 2.5 weeks to 2 days.
Happy to reconnect here if the timing ever works.
Jamie
Christopher Cheu
Architecture Director - Global Enterprise Architecture
engineering · director
active
primary
⏳ pending
decision_maker
seq 2
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise architecture alignment with Evernorth modernization
Hooks: Leadership in infrastructure simplification and hybrid cloud strategy for Evernorth Health Services, 30-year background spanning GE Capital M&A infrastructure to Cigna's global architecture, Potential impact of the Elixir DPT cloud migration path on Cigna's goal for engineering maturity
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer + Evernorth modernization
Hi Christopher,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture at Cigna, I wanted to ask about something that comes up a lot at health services organizations your size. As you're aligning infrastructure around Evernorth, is the document production layer keeping pace with the rest of the modernization effort?<br><br>What we typically see: member communications, regulatory notices, and enrollment documents are still running on a platform that only a developer can touch. Every template change becomes a ticket. At Cigna's volume, with millions of members across commercial and specialty pharmacy, that bottleneck adds up fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit here. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=architecture lock-in risk
Hi Christopher,<br><br>One more thought on the architecture lock-in piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of consolidation matters when you're managing plan communications across multiple segments and can't afford a developer dependency on every change.<br><br>The way it works: compliance and ops teams handle template updates directly, with controls in place. IT stops being the bottleneck for day-to-day document changes. When a CMS disclosure requirement shifts or a specialty pharmacy notice needs to go out at scale, the change happens the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=evaluate before committing
Subject: One last thing on document infrastructure
Hi Christopher,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: CUSTOM1.PDF
Hey Christopher, appreciate the connection.
Sent you a few notes recently about the architecture lock-in risk on document infrastructure. At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly. Optum moved 200+ templates across their BCBS and Humana lines through that model, and Allied Benefits eliminated $4 per document in processing costs on over a million communications.
Given your architecture remit at Cigna, figured there might be some overlap worth exploring.
Happy to reconnect here if the timing ever works.
Jamie
Rajesh Sharma
Architecture Solution Architecture Advisor
engineering · director
active
primary
🔗 connected
influencer
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: enterprise solution architecture in the healthcare sector
Hooks: Your deep experience in Enterprise and Solution Architecture within complex insurance and healthcare environments, Managing architectural roadmaps for large-scale payment and member systems, Navigating the technical debt associated with high-volume CMS notices and EOB delivery
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document architecture at Cigna
Hi Rajesh,<br><br>Jamie here from MHC Automation.<br><br>Given your role in solution architecture at Cigna, I wanted to ask about something that comes up a lot with teams your size. Is the document production layer keeping up with the rest of your modernization efforts, or is it still tied to platforms that require developer involvement for every change?<br><br>At the scale Cigna operates, that dependency gets expensive fast. Member communications, regulatory notices, enrollment documents pulling from multiple systems. When the architecture locks document changes behind a developer queue, it becomes a blocker on roadmap items that should have nothing to do with template maintenance.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that architectural dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and architecture lock-in risk due to vendor pushing cloud upgrades (Elixir DPT context)
Hi Rajesh,<br><br>One more thought on the architecture dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template changes directly now. The wait disappears.<br><br>At Cigna's volume, with millions of members across commercial and Evernorth, that kind of flexibility matters especially when a regulatory change has to propagate across member notices, prior authorization letters, and enrollment documents fast. Four different source systems, one change requirement, and the architecture either handles it or it doesn't.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing CCM as a critical component of the broader digital transformation roadmap to avoid architecture bottlenecks
Subject: One last thing on document infrastructure
Hi Rajesh,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed over 200 templates for major payers like BCBS and Humana, streamlining document operations significantly. · Asset: GUC3E41.PDF
Rajesh, good to be connected. I sent a few emails recently about the architecture lock-in risk that comes with vendor-driven cloud migrations, specifically in the document layer. Didn't want to let that sit without a direct note.
At MHC we help health plans move template ownership to the business side, off IT queues. Optum used that approach to manage 200-plus templates across payers including BCBS and Humana without rebuilding their architecture every time a vendor forced a platform shift.
Worth a quick conversation to see if any of this is relevant?
Jamie
Katya Andresen
Chief Digital & Analytics Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 4
step 2/3
📋 GUC3E41.PDF
Angle: enterprise digital transformation & member experience innovation
Hooks: Recognition in the JD Power 2026 U.S. Healthcare Digital Experience Study ranking Cigna Healthcare #1., Focus on making benefits navigation as intuitive as ordering takeout via myCigna and AI-powered support., Recent appointment to the Board of Directors at Wiley and ongoing leadership at Evernorth Labs.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and Cigna's modernization
Hi Katya,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing digital and analytics at Cigna, I wanted to ask about something that comes up a lot at health plans your size. As you're pushing modernization forward across the enterprise, is the document production layer keeping pace, or is it showing up as a blocker?<br><br>At mega-scale, member communications touch enrollment systems, claims adjudication, pharmacy benefit platforms, and CMS reporting tools. With millions of members across your commercial book, a single regulatory or benefits change has to propagate accurately across all of them. When the document infrastructure sits on an older architecture, that usually means a developer has to touch every update, and changes that should take a day take weeks.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce the technical friction in your member communications workflow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT: architecture lock-in risk during vendor-pushed Cloud upgrades blocking the modernization roadmap.
Hi Katya,<br><br>Following up on what I sent about the document layer piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> is a good reference here. They consolidated 200+ templates across BCBS and Humana plan types, including authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. What made it work was pulling the business team into the change process directly. Their compliance and ops staff started managing template updates without waiting on a developer cycle.<br><br>For a plan at Cigna's scale, that matters especially when a benefit design change or regulatory disclosure update has to reach millions of commercial members fast. The wait disappears when the people who actually know what the document should say are the ones making the update, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoid the technical debt of a forced migration; evaluate if current document architecture supports business-user self-service.
Subject: One more thing, Katya
Hi Katya,<br><br>Sent you a couple of notes about document infrastructure at Cigna. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for complex BCBS/Humana plans, reducing turnaround from weeks to days. · Asset: GUC3E41.PDF
Katya, glad you connected. I sent a few emails about the document layer blocking the modernisation roadmap, specifically the architecture lock-in risk when vendor-pushed Cloud upgrades force your hand on timing and scope.
At MHC we help health plans move template ownership off IT queues and give the business side direct control. Optum ran 200+ templates for complex BCBS and Humana plans and cut turnaround from weeks to days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
Elevance Health
elevancehealth.com
· insurance
· Indianapolis, US
Elevance Health is a health benefits company providing medical, digital, pharmacy, and clinical care solutions.
Vendor carried from input; search did not find direct corroboration of DPT (legacy) vs Cloud in recent public job/LinkedIn profiles, but HG Insights confirms legacy footprint.
LLM classification: Healthcare Payer HIGH
Tier 1 score 72
Jamie
⭐ Elixir DPT
5000_plus employees · 1b_plus
Technology & Competitors
HealthOS
HG Insights
Sydney Health
HG Insights
Strategic Initiatives
- Transformation into a diversified healthcare services organization focused on 'whole health' integration., Expansion of the Carelon brand to unify health services including pharmacy benefit management.
Sales Angles & Proof
Primary: vendor_upsell_intercept
Secondary: legacy_modernization
Tertiary: member_experience
Sub-vertical: Health / Managed Care
Awareness: stage_2
Scale: mega — medical members 45.2 million
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- leadership_change: Aimée Dailey named President of Government Business (Medicare/Medicaid); Kristy Duffey joins as President of Carelon Health.
- leadership_change: CFO Mark Kaye expands role to include oversight of Carelon services division; Felicia Norwood to lead consolidated Health Benefits
- digital_transformation: Expansion of virtual assistant and AI-driven insights via Carelon to help members navigate healthcare journey.
Contacts (10)
active: 7 completed: 1 queued: 2
7 active · 3 🔗
Omid Toloui
VP of Innovation
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: AI-driven member experience innovation
Hooks: Mentioning his 'Shiny Hammer Syndrome' concept from the StartUp Health interview to build peer rapport., Referencing his recent work on My Health Benefit Finder which achieved 4x ROI within six months., Acknowledging his role as Adjunct Professor at UCLA Anderson and his recent post about the 2026 'Business of Healthcare' cohort.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: vendor_upsell_intercept
—
Reframe: architecture_lock_in_risk
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Marla Wilson
Vice President of Provider Data Solutions
operations · vp
queued
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept x provider data integrity
Hooks: your role overseeing Provider Data Solutions and 150M+ transactions, background in TRICARE/Government Business operations, Elevance's focus on AI-driven insights via Carelon
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Provider data ops at Elevance
Hi Marla,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing Provider Data Solutions at Elevance, I wanted to ask about something we see come up a lot at health plans your size. With 45M+ members across commercial and government lines, I was wondering if updating provider-facing documents like EOBs, ANOCs, or enrollment packets still requires going through a developer every time something needs to change.<br><br>At that volume, even a small compliance update to an SBC or denial letter can turn into a multi-week IT project. When CMS changes a disclosure requirement or a plan type shifts, someone has to get in the queue. We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your ops team move faster on document changes without pulling IT into every update. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT: doc_ops=vendor pushing Cloud upgrade, IT=architecture lock-in risk, DT=evaluate before committing.
Hi Marla,<br><br>One more thought on the document ops piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes template changes directly, without waiting on IT. At a plan with your member base, that matters a lot when a CMS change has to hit millions of EOBs, ANOCs, or ID cards at the same time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping the approval workflows and controls in place. With Elevance expanding Carelon's AI-driven capabilities, having a document layer that can keep pace with that kind of operational shift seems worth at least a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Elixir DPT: evaluate before committing to a forced cloud migration that might just replicate legacy bottlenecks.
Subject: One last thing, Marla
Hi Marla,<br><br>Sent you a couple of notes about document ops at Elevance, Marla. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this at scale: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition or template management processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Marla, appreciate you connecting. Sent you a few notes recently about the Elixir situation, specifically the architecture lock-in question that comes up when a vendor is pushing you toward their cloud before you've had a chance to evaluate alternatives.
At MHC we help health plans move template ownership to the business side, off IT queues entirely. Natera got template turnaround from two and a half weeks down to two days doing exactly that.
Not sure where Elevance is in that conversation, but if any of this lands, feel free to reach out whenever.
Jamie
Ashok Chennuru
Chief Data & Digital AI Transformation Officer
engineering · c_level
active
primary
🔗 connected
decision_maker
seq 2
step 2/3
📋 CUSTOM1.PDF
Angle: strategic AI-driven interoperability and 'Health OS' vision
Hooks: your recent commentary on building a trusted data foundation for 'Health OS' as the engine for real-time clinical signals, leadership in scaling responsible AI to simplify member experiences without replacing the human element, oversight of the Carelon digital platform and the bi-directional clinical data integration initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Ashok,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading data and digital transformation at Elevance Health, I wanted to ask about something that comes up a lot at organizations your size. When you're building out an AI-driven interoperability vision like HealthOS, does the document production layer ever surface as a constraint on what's actually achievable?<br><br>What I typically see at large payers is that member communications, EOBs, regulatory notices, enrollment documents, these are still tied to legacy composition systems that require a developer to touch any template. At the scale Elevance operates, with millions of members across Carelon and your health plan portfolio, that kind of bottleneck tends to slow down the parts of your roadmap that need fast, accurate document output.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side without adding more IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Architecture lock-in risk with Elixir DPT cloud pushes, where legacy document composition becomes a 'shaky foundation' that limits AI scalability.
Hi Ashok,<br><br>Following up on what I sent about the document layer and your AI roadmap.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on our platform. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. What made it work was that their compliance and ops teams could update templates directly, without waiting on IT. When CMS changed a disclosure requirement, the change happened the same day.<br><br>At Elevance's scale, with the Carelon brand unifying pharmacy, behavioral, and medical communications, that kind of speed matters. A single regulatory update can touch thousands of template variants across plan types and states. If the only path to making that change runs through a developer queue, your AI investments are building on a foundation that has a hard ceiling.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a vendor-led cloud upgrade, evaluate a platform that removes IT dependencies, allowing your team to focus on AI innovation rather than template maintenance.
Subject: One resource before I go quiet
Hi Ashok,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as your HealthOS vision scales, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed 200+ complex healthcare templates (BCBS/Humana) using our architecture to eliminate operational friction. · Asset: CUSTOM1.PDF
Ashok, glad to have you in the network.
Sent you a few emails about the document infrastructure piece sitting underneath Elevance's cloud modernisation work. Didn't want to let the connection go without saying something directly.
At MHC we help health plans move template management off IT queues so the document layer stops being a constraint on broader architecture decisions. Optum worked through 200+ complex healthcare templates with us and got the operational friction out of that layer entirely.
If the architecture lock-in angle I raised resonated at all, happy to reconnect here if the timing ever works.
Jamie
Vinod Pallat
Vice President of Technology, CIO for Commercial and Specialty
engineering · vp
active
primary
⏳ pending
decision_maker
seq 3
step 2/3
📋 GUC3E41.PDF
Angle: AI-driven member experience transformation at Carelon
Hooks: His recent advocacy for embedding AI into everyday workflows to simplify healthcare delivery processes at Carelon, Focus on reimagining member experience via responsible innovation and AI-driven insights, History leading IT strategy across Commercial and Specialty divisions for over a decade since the Anthem era
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Elevance
Hi Vinod,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing technology for Commercial and Specialty at Elevance, I wanted to ask about something we see come up a lot at health plans your size. With millions of members across commercial and specialty lines, is the document layer keeping pace with the rest of your modernization work, or is it still a place where every template change requires a developer?<br><br>At organizations running at Elevance's scale, that dependency tends to quietly become a serious bottleneck. Member communications, regulatory notices, enrollment documents, plan-specific correspondence across dozens of product lines. When a CMS requirement changes or a new Carelon service needs member-facing materials, the ticket gets written, the developer queue fills up, and the turnaround slows everything down.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that developer dependency for high-volume member communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Vinod,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of consolidation matters especially when you're expanding Carelon and aligning services across pharmacy, behavioral health, and medical under one member experience.<br><br>Natera cut their document cycle time from 2.5 weeks to 2 days by getting the clinical and ops teams out of the IT queue for routine template changes. The people who know what the document should say handle the update directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk, DT=evaluate before committing.
Subject: One last thing, Vinod
Hi Vinod,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed over 200 templates across BCBS and Humana plans while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Vinod, glad you connected. Sent you a few notes over email about the developer scarcity piece and how legacy document infrastructure tends to sit in the way of broader modernisation work.
At MHC we help health plans move template ownership to the business side so IT isn't the bottleneck on every content change. Optum ran this across 200-plus templates spanning BCBS and Humana plans, and Natera brought cycle times from 2.5 weeks down to 2 days after making the shift.
Happy to reconnect here if the timing ever works.
Jamie
Maurice Pardo
Staff VP, Service Experience Operations
operations · vp
queued
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept
Hooks: your oversight of four distinct service and production teams across six sites and multiple vendors, background in managing 1.4 million Medicaid and Long Term Care customers, focus on process reengineering to transform service experience operations
posture: peer CTA: soft type: problem_first
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Subject: Maurice, quick question re: EOBs
Hi Maurice,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing service experience operations at Elevance, I wanted to ask about something that comes up a lot at large health plans. When a regulatory change hits, like a CMS update to EOB or ANOC disclosure requirements, does your team have a way to update those templates directly, or does it still go through a developer and a queue?<br><br>At your volume, with millions of members across Medicare, Medicaid, and commercial lines, that lag between a compliance requirement and the document change actually hitting EOBs, SBCs, denial letters, and enrollment packets can create real exposure. We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is managing across those production sites and vendors. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help reduce the lag between a compliance requirement and a document update reaching your members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT Cloud upgrade push causing architecture lock-in risk
Hi Maurice,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days by getting the business side directly into the change path.<br><br>The pattern we see at health plans your size: member communications are pulling from enrollment, claims, pharmacy, and CMS reporting systems. When CMS changes a disclosure requirement, someone has to track down every template across every system. That's a developer project when it should be a compliance project. Your ops team makes the change directly, with approval workflows built in, and the wait disappears. That matters when an ANOC or SBC update has to reach millions of members on a deadline.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate architecture flexibility before committing to a vendor-pushed Cloud upgrade
Subject: one last thing, Maurice
Hi Maurice,<br><br>Sent you a couple of notes about document infrastructure at Elevance. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction across your production sites and vendors, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum managed 200+ complex templates like BCBS/Humana and Natera cut cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Hey Maurice, appreciate you connecting.
I sent a few emails recently about the architecture lock-in risk that can come with a platform upgrade push. Didn't want to just let that sit without at least saying hello here.
At MHC we help health plans move template ownership to the business side so changes don't stack up waiting on IT or a vendor cycle. Natera cut document cycle times from 2.5 weeks to 2 days doing exactly that, and Optum has run 200+ complex templates through the same model.
If any of this lands, feel free to reach out whenever.
Jamie
Todd Shea
Staff VP, Enterprise Salesforce Enablement
engineering · vp
active
primary
⏳ pending
decision_maker
seq 4
step 2/3
📋 GUC3E41.PDF
Angle: enterprise enablement leadership & elixir cloud upgrade risk
Hooks: your leadership in Enterprise Salesforce Enablement at Elevance, experience scaling complex software engineering at Cox Automotive, Elevance Health's current use of Elixir DPT for EOBs and enrollment packets
posture: peer CTA: soft type: problem_first
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Subject: Elevance doc layer + Salesforce enablement
Hi Todd,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing enterprise Salesforce enablement at Elevance, I wanted to ask about something that comes up a lot at organizations your size. When a CCM vendor pushes a cloud upgrade, does your team get a seat at the table to evaluate how that impacts the Salesforce integration layer before the decision gets made?<br><br>At mega-scale plans, that upgrade path tends to touch more than anyone expects. Member communications, enrollment documents, regulatory notices, all of it runs through the document layer. If the vendor controls the upgrade timeline, your team ends up inheriting whatever integration work comes with it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you get ahead of that evaluation before a vendor commitment locks in the architecture. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=vendor pushing Cloud upgrade, IT=architecture lock-in risk, DT=evaluate before committing.
Hi Todd,<br><br>One more thought on the upgrade evaluation piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. What made that possible was moving away from a system where only developers could touch templates.<br><br>For a plan operating at Elevance's scale, with millions of members across Carelon, commercial, and Medicare lines, that kind of flexibility matters most when CMS changes a disclosure requirement or a state updates its adverse action notice language. On MHC NorthStar CCM, your compliance team makes the change directly. The ticket never gets written.<br><br>That's especially relevant if you're in the middle of evaluating an upgrade path that would lock in a new architecture before anyone has stress-tested how the document layer connects to Salesforce.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to the vendor's cloud path without evaluating how it impacts Salesforce integration and document self-service.
Subject: One more thing, Todd
Hi Todd,<br><br>Sent you a couple of notes about the CCM upgrade path at Elevance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as Carelon continues to scale, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Todd, appreciate you connecting.
Sent you a few emails about the architecture lock-in risk that comes with a vendor-pushed cloud upgrade, especially when document infrastructure is part of the decision. At MHC we help health plans evaluate that layer before they commit to a migration path. Optum used that approach managing 200+ templates across BCBS and Humana, and Natera cut template cycle times from two and a half weeks to two days after moving ownership off the developer queue.
If any of this lands, feel free to reach out whenever.
Jamie
Brittney Cooke
Director, Marketing Communications
operations · director
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: Hands-on expertise with Messagepoint automation and mandated Medicare materials (ANOC/EOC).
Hooks: successful onboarding of 1200+ versions of materials to Messagepoint, leading a content development team of 12 for mandated Medicare documents, ensuring CMS compliance for Annual Notice of Changes and Evidence of Coverage
posture: peer CTA: soft type: problem_first
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Subject: Elevance Health doc templates
Hi Brittney,<br><br>Jamie here from MHC Automation.<br><br>Given your role in marketing communications at Elevance Health, I wanted to ask about something that comes up a lot at health plans your size. With millions of members across medical, pharmacy, and behavioral health, are your teams able to update mandated materials like ANOCs and EOCs without waiting on a developer every time?<br><br>At mega-scale, that kind of dependency gets expensive fast. A CMS disclosure change hits, and suddenly you're looking at a developer project instead of a same-day update. Multiply that across every plan type, every state variation, every open enrollment cycle, and the queue never really clears.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=vendor pushing Cloud upgrade, IT=architecture lock-in risk, DT=evaluate before committing.
Hi Brittney,<br><br>Following up on what I sent about member communications at Elevance Health.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Separately, Natera cut their document turnaround from 2.5 weeks to 2 days.<br><br>The pattern in both cases was the same. Once the compliance or comms team could make template changes directly, the wait disappeared. CMS updates, state disclosure changes, open enrollment materials, all of it moved faster because the people who know what the document should say were the ones updating it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate Elixir alternatives rather than defaulting to the vendor's forced cloud migration path to avoid long-term architecture lock-in.
Subject: One more thing, Brittney
Hi Brittney,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Appreciated the connect, Brittney.
I sent a few emails recently about the vendor upgrade question and whether committing to a cloud migration before evaluating alternatives creates more lock-in risk than it resolves. Didn't want to let that thread die without at least saying hello here.
At MHC we help health plans move template ownership to the business side so IT isn't the bottleneck on every change. Optum used that model to manage 200+ complex templates across BCBS and Humana, and Natera cut cycle times from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Jamie
Edwige Robinson
Head of Technology & Digital Product Strategy
operations · vp
active
primary
🔗 connected
influencer
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: strategic AI-health transformation
Hooks: your focus on 'Building What's Next' at Elevance Health by merging AI with humanity, over 25 years of engineering experience from T-Mobile to Comcast, your recent 'depth over visibility' year of transformation work
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure @ Elevance
Hi Edwige,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading technology and digital product strategy at Elevance, I wanted to ask about something that comes up a lot as health organizations expand their services footprint. As Carelon grows to unify pharmacy, behavioral health, and whole health services, I was curious whether the document layer is keeping pace, or whether it's becoming one of those things that needs to get rebuilt before it can scale.<br><br>At your volume, member communications touch enrollment, claims, pharmacy, and care management all at once. When a CMS disclosure changes or a new state Medicaid requirement hits, the question is usually how fast your team can update the right templates across all those outputs without it turning into an IT project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you get ahead of the document complexity that tends to follow a transformation like this. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT: DocOps=vendor pushing Cloud upgrade, IT=architecture lock-in risk, DT=evaluate before committing.
Hi Edwige,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their turnaround on template changes dropped by 90%.<br><br>The way it worked: their compliance and ops teams started managing templates directly. When CMS updated a disclosure requirement, the change happened the same day. No ticket written, no developer pulled off something else.<br><br>That matters especially during a build-out like Carelon, where new plan types and new state requirements are landing constantly. EOBs, prior auth notices, member welcome kits, all of it needs to move at the speed of the business, not the speed of the IT queue.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate legacy debt to the cloud—reframe CCM as a digital-first service that empowers business users without adding to the IT ticket backlog.
Subject: One last thing, Edwige
Hi Edwige,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as the Carelon expansion continues, feel free to reach out.
Proof: Optum transitioned 200+ complex templates to MHC, enabling them to support BCBS and Humana at mega-scale with 90% faster turnaround. · Asset: GUC3E41.PDF
Hey Edwige, glad we're connected.
I sent a few emails recently about the document infrastructure gap that can surface during modernisation work, specifically around vendor platform pressure and architecture lock-in risk before you've had a chance to evaluate properly. At MHC, we help health plans move template ownership to the business side and off IT queues. Optum ran that transition across 200+ complex templates supporting BCBS and Humana at scale, and landed at 90% faster turnaround on document changes.
Happy to reconnect here if the timing ever works.
Jamie
Billy Oropallo
Staff VP of AI Technology
engineering · vp
active
primary
🔗 connected
decision_maker
seq 1
step 2/3
📋 GUC3E41.PDF
Angle: AI-platform-led legacy modernization
Hooks: Experience pioneering Elevance's cloud-native architecture for FHIR standards and Longitudinal Patient Records (LPRs), Current focus on scaling GenAI/RAG platforms for clinician and member-facing secure tooling, History of slashing time-to-market by 75% for AI products at Elevance Health
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI modernization work
Hi Billy,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading AI technology at Elevance, I wanted to ask about something that comes up a lot when organizations are deep in platform modernization. Is the document production layer keeping pace with the rest of what you're building, or is it still tied to systems that need a developer for every change?<br><br>At a company Elevance's scale, member communications touch enrollment, claims, pharmacy, and behavioral health. When AI-led modernization is moving fast across those domains, the document layer can quietly become the thing that slows everything down. Template changes that should take a day take a sprint.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document composition off the critical path in your modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=architecture lock-in risk
Hi Billy,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly without routing through engineering.<br><br>That matters at Elevance's scale. With millions of members across Carelon's expanding footprint, a single regulatory change can mean updating dozens of template variants across multiple lines of business. If that still requires an IT ticket, the bottleneck isn't the regulation. It's the tooling.<br><br>What MHC does differently is remove engineering from the day-to-day change path while keeping approval workflows and controls in place. The business side handles the update. IT doesn't have to be involved.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=evaluate before committing
Subject: One last thing on document infrastructure
Hi Billy,<br><br>Sent you a couple of notes about the document infrastructure piece at Elevance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction in the modernization work, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Billy, good to be connected.
Sent you a few notes recently about the architecture lock-in risk on the document layer. At MHC we help health plans move template ownership off IT and onto the business side, which tends to reduce that dependency significantly. Natera got template turnaround from two and a half weeks down to two days after making that shift, which gives you a sense of the operational lift.
Given your work at Elevance on the AI and architecture side, the infrastructure underneath communications is usually where the friction sits.
If any of this lands, feel free to reach out whenever.
Jamie
Ratnakar Lavu
Executive Vice President and Chief Digital Information Officer
engineering · c_level
active
primary
– none
decision_maker
seq 3
step 1/3
📋 GUC3E41.PDF
Angle: strategic AI alignment and architecture modernization
Hooks: Experience at Nike and Kohl's scaling consumer digital platforms applied to Elevance's complex healthcare landscape., Recent focus on leveraging agentic AI and genAI to improve internal workflows and member delight., Strategic oversight of digital transformation to reduce administrative waste and simplify member experiences across 24 Blue plans.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hello Ratnakar,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading digital and technology at Elevance, I wanted to ask something we see come up a lot with health plans at your scale. As you push toward agentic AI and whole health integration, is the document production layer keeping up with the rest of your modernization efforts, or is it emerging as a blocker?<br><br>At your volume, member communications touch enrollment, claims, pharmacy, and behavioral health. When the architecture underneath those documents is locked to an older composition environment, every AI initiative that needs to surface personalized, compliant output hits a wall. The change path runs through developers, not through the teams who know what the documents need to say.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's something worth exploring on the CCM side as you build out the broader architecture. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT architecture lock-in risk as Elevance moves toward agentic AI and digital simplification.
Hello Ratnakar,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of multi-plan complexity maps pretty directly to what Elevance is managing across its regional plans and the Carelon expansion.<br><br>What made the difference was getting the business side, compliance and communications teams, into the change path directly. IT stops being the bottleneck. When a regulatory notice requirement changes or a new plan type comes online, the update happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate CCM modernization as a prerequisite for the AI-driven roadmap, not just a document upgrade.
Subject: One last thing, Ratnakar
Hello Ratnakar,<br><br>Sent you a couple of notes about document infrastructure at Elevance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on the AI and modernization side, feel free to reach out.
Proof: Optum (T1) managed 200+ templates to simplify BCBS/Humana communications, mirroring Elevance's multi-plan complexity. · Asset: GUC3E41.PDF
Ratnakar, appreciated the connection.
Sent you a few notes about the document layer sitting underneath the agentic AI and digital simplification work at Elevance, specifically the architecture lock-in that comes with Elixir DPT as you move those initiatives forward. At MHC we help health plans move template ownership off IT queues so the document infrastructure stops being a constraint on the broader roadmap. Optum went through something similar managing 200+ templates across their multi-plan complexity after the BCBS and Humana integrations, and that work shaped how we think about environments like yours.
If any of this lands, feel free to reach out whenever.
Jamie
Horizon Blue Cross Blue Shield of New Jersey
horizonblue.com
· insurance
· Newark, US
New Jersey’s largest health insurer providing medical, dental, and prescription coverage to millions of members.
“Horizon BCBSNJ is an independent licensee of the Blue Cross Blue Shield Association.”
Horizon Blue Cross Blue Shield of New Jersey- the state’s largest and oldest health insurer - is a subsidiary of Horizon Mutual Holdings, Inc., a not-for-profit mutual holding company.
Together with its affiliates, Horizon provides a wide array of medical, dental, vision and prescription insuranc…
LinkedIn headcount: 5,235
RocketReach tech stack profile explicitly identifies Oracle Documaker as part of the Horizon Blue Cross Blue Shield technology stack.
LLM classification: Insurance HIGH
Tier 1 score 71
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Epic Interop
HG Insights
eviCore
HG Insights
Strategic Initiatives
- Transformation into a not-for-profit mutual holding company structure to increase financial flexibility., Expansion of patient-centered programs including Medical Homes and Accountable Care Organizations.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: member_experience
Sub-vertical: Health / Managed Care
Awareness: stage_2
Scale: large — members 3.8 million
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Headcount Reduction: Announcement of headcount reduction by 242 employees effective April 30
- 2026.
- Hiring: Active hiring for Internal Auditing leadership and 2026-focused clinical/operational roles.
- Leadership: Appointment of Dr. Hasan Shanawani as Associate Chief Medical Officer (Oct 2025).
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (9)
active: 2 completed: 7
2 active · 0 🔗
Debbie Rittenour
SVP, Government Programs
operations · vp
active
primary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: strategic oversight of government program compliance and member experience
Hooks: Leadership of Government Programs spanning Medicare, ACA, and NJ FamilyCare/Medicaid, History of executive leadership at Braven Health and UAW Retiree Medical Benefits Trust, Responsibility for high-stakes member communications like ANOCs and EOCs for 3.8M+ members
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Government program docs, Horizon BCBS
Hi Debbie,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing government programs at Horizon Blue Cross Blue Shield, I wanted to ask about something we see come up a lot at large health plans your size. When a CMS requirement changes or a state Medicaid notice needs updating, does your team still have to route that through IT and wait on a developer to touch the template?<br><br>At your volume, that wait adds up. Member notices, prior authorization letters, adverse benefit determination correspondence — any one of those can affect millions of members if the update is slow or inconsistent. And with government program compliance, the margin for error is pretty thin.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your compliance team move faster on document changes without creating a bottleneck. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Debbie,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow now. Their compliance team handles changes directly instead of waiting on IT.<br><br>That matters a lot when a CMS disclosure update or a state-required notice change has to go out accurately to millions of members on a deadline. The wait disappears because the people who need to make the change are the ones making it, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Horizon BCBS
Hi Debbie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Debbie, good to be connected.
I sent a few emails about the IT dependency piece I mentioned, so I'll spare you the recap. At MHC we help health plans move template ownership off developer queues to the business side. Optum made that shift across 200+ templates, which I know resonates when you're managing the volume that comes with government programs work.
If any of this lands, feel free to reach out whenever.
Chris
Michelle Machemer
Vice President & Chief Information Officer
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic technical leadership amidst high-volume member communication needs
Hooks: Promotion to CIO role at Horizon BCBSNJ, Experience leading the Solutions Delivery Group, Scale of 3.8M+ members needing SBC/EOB documents
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy architecture blocking modernization
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Heather Staples Lavoie
Executive Vice President & Chief Information Officer
engineering · c_level
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic AI focus and vendor tech debt
Hooks: Moderating session 159 at HIMSS25 on 'Transforming Healthcare in a Payer Driven World' and AI innovation., Recent LinkedIn post celebrating Horizon's Great Place To Work certification (April 2026)., Background leading Geneia and expertise in AI-driven healthcare infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking roadmap
Subject: —
—
Proof: Optum manages 200+ templates with MHC, allowing IT to focus on AI and high-value architecture while business users handle DocOps. · Asset: CUSTOM1.PDF
—
Mark Barnard
Executive Vice President, Government Programs and Operations
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic operational oversight & vendor risk
Hooks: Responsible for service and government programs operations including Medicaid and Medicare Advantage for 3.8M members., History of leading IT infrastructure for BCBS plans via NASCO., Direct oversight of Mandates, Payment Integrity, and Business Continuity functions.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: E2=compliance/508.
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
—
Naveen Paladugu
Vice President, Strategic Initiatives
operations · vp
completed
primary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic initiatives leader managing value-based transformation and member engagement systems
Hooks: Your leadership in Horizon's journey toward value-based delivery systems and the 'triple aim' of improving member experience., Focus on robust information exchange and helping consumers manage health choices through system innovations., Managing the impact of business process modifications on enrollment and claims systems, particularly as Horizon navigates recent headcount shifts.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait per change (Oracle Documaker)
—
Reframe: IT developer scarcity/resource constraints
Subject: —
—
Proof: Optum managed 200+ templates for BCBS and Humana, reducing delivery times from weeks to days. · Asset: GUC3E41.PDF
—
Raj Kanduri
VP CTO | Chief Enterprise Architect
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise architecture vs. Documaker technical debt
Hooks: Current role as Chief Enterprise Architect leading AI Strategy & Enablement, Legacy tech stack management for 3.8M members, Experience leading digital modernization and architecture simplification
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT ticket wait for document changes and developer scarcity for legacy Documaker systems
—
Reframe: Removing the IT bottleneck by moving to business-user self-service for template management
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana, reducing production time from weeks to days · Asset: CUSTOM1.PDF
—
Laura Lawlor
Senior Director, Enterprise Digital Experience, Product Management and Governance
operations · director
completed
primary
– none
↺ Bounced
influencer
seq 14
step 1/3
📋 GUC3E41.PDF
Angle: enterprise digital transformation leader with 25 years at Horizon BCBSNJ
Hooks: 25-year tenure at Horizon BCBSNJ, seeing the evolution from Lotus Notes to Enterprise Digital Experience, Current focus on Product Management and Governance for digital experience, Deep history with Horizon's BPI delivery and service product evolution
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Horizon BCBSNJ
Hi Laura,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise digital experience at Horizon BCBSNJ, I wanted to ask about something we see come up a lot at health plans your size. When your compliance or ops teams need to update member-facing documents, does that still require going through IT and waiting on a developer to touch the template?<br><br>At organizations running millions of member communications, that dependency tends to create real delays. Regulatory notices, EOBs, prior auth letters, open enrollment materials. When a requirement changes, someone has to file a ticket and wait, instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your team move faster on document changes without adding more IT work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Laura,<br><br>Following up on what I sent about document template changes at Horizon BCBSNJ.<br><br>One proof point worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without waiting on a developer.<br><br>At your volume, with millions of member communications going out across medical, dental, vision, and pharmacy lines, the cost of that developer dependency adds up fast. When CMS updates a disclosure requirement or a state changes its adverse action notice language, that becomes a developer project instead of a one-day fix.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Laura
Hi Laura,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Laura, good to be connected.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so the business side can move faster. At MHC we help health plans do exactly that, and Natera cut document turnaround from two and a half weeks to two days after making the switch.
Given your scope across digital experience and governance, I figured it was worth a different channel if the emails got buried.
If any of this lands, feel free to reach out whenever.
Chris
Patrick Aylward
Senior Vice President of Strategy and Brand Experience
operations · vp
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 GUC3E41.PDF
Angle: strategic brand-to-document alignment
Hooks: Experience leading Horizon's Brand Experience team to shape how value is experienced by external stakeholders, Leadership of Enterprise Communications and Public Affairs division, Previous role as Chief of Staff ensuring cross-divisional alignment
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Brand experience and your doc layer
Hi Patrick,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategy and brand experience at Horizon Blue Cross, I wanted to ask about something that comes up a lot at health plans your size. When your team wants to update member-facing communications, does that change have to go through IT and wait on a developer before it goes out?<br><br>At a plan with millions of members, that bottleneck shows up fast. EOBs, prior authorization notices, member welcome kits, denial letters — documents that carry your brand and have compliance deadlines attached. When the people who know what those should say can't update them directly, you end up with slower cycle times and IT doing work that probably isn't the best use of their time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer load. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Patrick,<br><br>Following up on what I sent about the IT dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Their compliance and ops teams make changes directly, with approval workflows built in, so the ticket never gets written.<br><br>For a plan like Horizon, that matters a lot. Member communications pull from enrollment, claims, pharmacy, and CMS reporting. When a regulatory notice requirement changes or a brand update needs to roll out across your EOBs and member welcome kits, you want the people closest to that content to be able to move on it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Patrick
Hi Patrick,<br><br>Sent you a couple of notes about the document infrastructure piece at Horizon. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Patrick, appreciated the connection.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue and into the hands of the people who actually own the communications. At MHC we help health plans do exactly that.
Optum moved 200+ templates off IT and onto the business side, and a similar shift at another BCBS plan cut turnaround from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Chris
Vince Alonge
Vice President, Service Division
operations · vp
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Documaker resource gap + service scale
Hooks: Your oversight of 1,400+ CSRs handling 6.5M+ annual interactions, Managing SBC and EOC accuracy for 3.8M+ members, The upcoming headcount reduction shifting pressure to automated self-service
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool)
—
Reframe: legacy blocking roadmap + compliance/508 automation
Subject: —
—
Proof: Optum managed 200+ templates for BCBS and Humana, and Natera cut cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
NJM Insurance Group
njm.com
· insurance
· West Trenton, US
Direct writer of personal insurance and provider of commercial policies in the Mid-Atlantic region.
“More Than 100 Years of Earning Trust”
NJM is among the Mid-Atlantic's leading property and casualty insurers. Founded in 1913, NJM's mission is to provide value-based insurance solutions to its policyholders with the highest levels of service, integrity, and financial stewardship. The Company operates in a mutual fashion for the exclusi…
LinkedIn headcount: 2,023
A LinkedIn profile for a Guidewire Senior QA Lead at NJM Insurance Group references working with Ghost Draft and Documaker during Guidewire implementations.
LLM classification: Insurance HIGH
Tier 1 score 71
Chris
1001_5000 employees · 1b_plus
Technology & Competitors
Hyland OnBase
MEDIUM
HG Insights
Guidewire
MEDIUM
HG Insights
Strategic Initiatives
—
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C Insurance
Awareness: stage_2
Scale: large — net premiums written $3B
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Web Research Finding MEDIUM
NJM uses Hyland OnBase for document management (30M+ docs migrated integrated with Guidewire ClaimCenter). OnBase is document management not CCM composition. Separate from CCM needs.
Action: NOTE ONLY
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (12)
active: 8 completed: 3 queued: 1
8 active · 0 🔗
Daniel Toadvine
Vice President, General Claims
operations · vp
active
primary
⏳ pending
champion
seq 1
step 2/3
📋 ULTIMA1.PDF
Angle: strategic claims leadership and document complexity
Hooks: your oversight of General Claims and Personal Lines operations at NJM, the critical nature of high-volume claims correspondence and policy renewals in your workflow, NJM's reputation for policyholder service and the document accuracy required for declarations and endorsements
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: NJM claims docs
Hi Daniel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at NJM, I wanted to ask about something that comes up a lot for VP-level claims leaders at P&C carriers your size. When your team needs to update claims correspondence, like denial letters, settlement notices, or coverage explanations, does that still require going through IT and waiting on a developer to touch the templates?<br><br>For a lot of insurers, that gap creates real friction. A regulatory change comes in, a new disclosure requirement hits, and the people who actually know what the document needs to say are sitting on their hands waiting for a ticket to get picked up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team move faster on document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Daniel,<br><br>Following up on what I sent about the claims document bottleneck.<br><br>One pattern I see with insurers your size: the claims ops team knows exactly what a denial letter or settlement notice needs to say, but every change still runs through a developer. The wait is usually two to four weeks. At open enrollment or after a regulatory shift, that window matters.<br><br>Here is the honest picture on named insurance case studies with hard numbers: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. That is 60+ carriers. What I can tell you is the pattern across them. The insurer moves to MHC NorthStar CCM, the claims and compliance teams start managing templates directly with controls in place, and the IT ticket never gets written in the first place.<br><br>For a claims operation at NJM's scale, that kind of flexibility matters most when a state regulatory change has to propagate across claims correspondence fast and accurately.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service_alternative
Subject: One more thing, Daniel
Hi Daniel,<br><br>Sent you a couple of notes about document workflows at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and Intact (25+ insurers) + Aspire #1 mid-market ranking · Asset: ULTIMA1.PDF
Hey Daniel, appreciate you connecting.
Sent you a few emails about the IT dependency piece on template changes, so you have some context on what we do. At MHC we help insurers move document template ownership to the business side, off the developer queue.
We work with a good chunk of the market, Allstate, Guardian, Intact and 25 or so others, and picked up the Aspire top mid-market ranking this year, which tells you where we've been focused.
If any of this lands, feel free to reach out whenever.
Chris
Janet Undercoffer
Department Coordinator of Records Management Services
operations · manager
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: document records and retention management at NJM
Hooks: your leadership within Records Management Services at NJM, managing the flow of claims and policy documentation across auto and homeowners lines, ensuring compliance and efficiency in how NJM retains and distributes critical member correspondence
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian and Allstate · Asset: UNLOCK1.PDF
—
Harold Fink
Vice President of Workers' Compensation Claims
operations · vp
active
primary
⏳ pending
influencer
seq 14
step 2/3
📋 GUC3E41.PDF
Angle: document-heavy claims efficiency and vendor transition
Hooks: Current leadership of Workers' Comp Claims following role in Claims Re-Engineering., Experience managing high-volume claims operations involving document packets and mobile photo capture., NJM's use of Hyland OnBase for document management and Guidewire for claims correspondence.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at NJM
Hi Harold,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Workers' Compensation Claims at NJM, I wanted to ask about something we see come up often at carriers your size. When a claims document needs to be updated, does your team have to route that through IT and wait on a developer to make the change?<br><br>On the workers comp side especially, that wait can be a real problem. Correspondence tied to claims, coverage determinations, and benefit notices often needs to move fast. If every template change is a ticket somewhere, the turnaround slows down even when the underlying decision is already made.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something useful here for NJM. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes
Hi Harold,<br><br>Following up on what I sent about the claims document bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after modernizing their document infrastructure. The business side took over template management directly, and the wait for IT-driven changes went away.<br><br>For a workers comp operation, that kind of flexibility matters. When state regulatory language changes or a claim notice needs to be revised, the ops team makes the change the same day instead of queuing it up with a developer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service business-user alternative
Subject: One last thing, Harold
Hi Harold,<br><br>Sent you a couple of notes about document infrastructure at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits: 1M+ communications, eliminated $4/doc cost via modernization. · Asset: GUC3E41.PDF
Hey Harold, good to be connected.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so you have some context on what I do. At MHC we help insurers move template ownership to the business side and off developer queues. Allied Benefits went through something similar and cleared over a million communications while cutting roughly four dollars per document in the process.
Not pitching anything here, just figured LinkedIn might be an easier place to have a conversation if any of it resonates.
Happy to reconnect here if the timing ever works.
Chris
Larry Gardner
Vice President of IT Infrastructure
engineering · vp
active
primary
⏳ pending
decision_maker
seq 7
step 2/3
📋 ULTIMA1.PDF
Angle: IT infrastructure leadership and high-volume policy operations
Hooks: Your 19+ year tenure overseeing NJM's IT infrastructure and server administration, NJM's high-volume policy output across declarations, renewals, and claims in 5 states, Managing complex insurance documents like endorsements and ID cards at scale
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at NJM
Hi Larry,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT infrastructure at NJM, I wanted to ask about something that comes up a lot at P&C insurers your size. When a policy document needs to change, whether that's a declarations page, a renewal notice, or a cancellation letter, does that still land on your development team's plate?<br><br>At a lot of insurers we talk to, the answer is yes. A compliance or ops team flags a change, someone writes a ticket, a developer who knows the document system makes the update. It works, but it means your highest-cost technical people are spending time on template edits instead of infrastructure work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the document change load on your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity is a bottleneck for high-volume policy document updates.
Hi Larry,<br><br>One more thought on the IT bandwidth piece I mentioned.<br><br>We've worked with Guardian Life and 25+ other insurers on exactly this. The pattern is consistent: once business users can manage template changes directly, within approval workflows IT sets up, the ticket never gets written. Your developers stop being the bottleneck for every declarations page update or renewal notice revision.<br><br>That matters especially when a regulatory change has to propagate across your policyholder base fast. With your member volume, even a one-week delay waiting on a developer to touch a template creates real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy document infrastructure forces high-cost developers to act as template editors.
Subject: One last thing, Larry
Hi Larry,<br><br>Sent you a couple of notes about document infrastructure at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC helped Guardian and 25+ other insurers modernize their CCM to eliminate IT bottlenecks. · Asset: ULTIMA1.PDF
Hey Larry, thanks for connecting. Saw your background at NJM and it lines up with a lot of what I've been sending over about getting document changes off the developer queue.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every policy document update. Guardian and 25 or so other carriers have gone through that transition with us, usually when the old setup starts grinding against everything else IT is trying to move.
Happy to reconnect here if the timing ever works.
Chris
Steven Goldman
Assistant Vice President - Sales and Policyholder Services
operations · vp
active
primary
⏳ pending
champion
seq 17
step 2/3
📋 ULTIMA1.PDF
Angle: NJM internal document scale across personal and commercial lines
Hooks: AVP of Sales and Policyholder Services since 2016 promotion, NJM's expansion of commercial products into Connecticut and Maryland, Role managing decs, endorsements, and renewals for a company that prides itself on 'No Jingles or Mascots'
posture: peer CTA: soft type: problem_first
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Subject: Document changes at NJM
Hi Steven,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing sales and policyholder services at NJM, I wanted to ask about something that comes up a lot at P&C carriers your size. When a policy document or customer notice needs to be updated, does that still require going through IT and waiting on a developer to touch the template?<br><br>At carriers managing personal and commercial lines together, the document load is significant. Declarations pages, endorsements, renewal notices, cancellation letters, certificates of insurance. When those live in systems only a developer can edit, a regulatory change or a simple copy update turns into a ticket and a wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Steven,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: the pattern we see at insurers is pretty consistent. Allstate and Guardian both moved to MHC NorthStar CCM so their compliance and ops teams could update templates directly, without writing a ticket. Changes that used to take days or weeks started happening the same day.<br><br>For a carrier running personal and commercial lines simultaneously, that matters. A rate change, a state-mandated disclosure update, a rebranded renewal notice. Those have to go out across your entire policyholder base, accurate and on time. When a developer is the only one who can touch the template, that's a slow path.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Steven
Hi Steven,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) + 25 other insurers · Asset: ULTIMA1.PDF
Hey Steven, appreciate the connection.
Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn might be a better spot to say hello. At MHC we help insurers move template ownership to the business side so document changes stop sitting in developer queues. Guardian, Allstate, and about 25 other carriers have made that shift with us.
Not sure if the timing is right for NJM, but happy to reconnect here if the timing ever works.
Chris
Vito Iannuzzelli
Assistant Vice President of Information Technology
engineering · vp
active
primary
– none
decision_maker
seq 19
step 1/3
📋 ULTIMA1.PDF
Angle: DevOps and software delivery modernization
Hooks: your leadership in NJM's continuous delivery transformation, your focus on enforcing compliance requirements in repeatable, auditable software delivery processes, managing core insurance documents like declarations and claims correspondence at NJM's scale
posture: peer CTA: soft type: problem_first
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Subject: Document ops at NJM
Hi Vito,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at NJM, I wanted to ask about something that comes up a lot at insurance carriers your size. Is your team still the bottleneck for every document template change, declarations pages, policy notices, endorsements, that kind of thing?<br><br>What I usually hear from IT leaders at P&C carriers is that document updates sit in a queue because only a developer familiar with the system can make the change. With your member base, that queue adds up fast, especially when state compliance teams are waiting on turnaround.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help move document template ownership closer to the business side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Vito,<br><br>Following up on what I sent about the IT bottleneck on document changes.<br><br>We work with 25+ insurers, and the pattern is consistent. Guardian Life, Allstate, and Acuity all came to us with the same situation: developers owning template changes that compliance or operations should be able to handle directly.<br><br>What changed after moving to MHC NorthStar CCM is that the business side handles day-to-day template updates within controls IT sets. Declarations pages, endorsements, cancellation notices, regulatory disclosures. When a state mandate comes in, the compliance team makes the change without writing a ticket.<br><br>For a carrier with your policyholder volume, that matters. Regulatory changes move fast and waiting on a developer queue is a real cost.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Vito
Hi Vito,<br><br>Sent you a couple of notes about document infrastructure at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate modernize document operations while reducing IT dependency. · Asset: ULTIMA1.PDF
Vito, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so business teams can move without waiting on tickets. At MHC we help insurers do exactly that, and Guardian and Allstate are both running that way now.
Figured LinkedIn might be a better place to actually have a conversation since the emails didn't land.
Worth a quick conversation to see if any of this is relevant?
Chris
Cam Maio
Vice President, Marketing & Communications
operations · vp
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 UNLOCK1.PDF
Angle: strategic oversight of policyholder communications and brand consistency across high-volume insurance touchpoints
Hooks: Experience managing brand and communications for a major regional insurer like NJM, Focus on maintaining customer trust through clear and consistent messaging across renewals and claims, Overseeing diverse document types from declarations to ID cards within a complex regulatory environment
posture: peer CTA: soft type: problem_first
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Subject: Document changes at NJM
Hi Cam,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing marketing and communications at NJM, I wanted to ask about something we see come up a lot at P&C insurers your size. When your team needs to update customer-facing documents like renewal notices, cancellation letters, or endorsements, does that still require going through IT and waiting on a developer to make the change?<br><br>At a lot of insurers, the answer is yes. A compliance update or a brand change gets written up as a ticket, it sits in a queue, and the people who actually know what the document should say are waiting on someone else to move it forward. For a VP overseeing communications, that's a real friction point when speed matters.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team get faster control over policyholder communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Operational friction and speed-to-market delays caused by a heavy reliance on IT resources for simple communication updates.
Hi Cam,<br><br>Following up on what I sent about the document change process at NJM.<br><br>We work with insurers like Guardian Life, Allstate, Intact Financial, and Acuity on exactly this. The pattern we see consistently: once the marketing or compliance team can manage templates directly, the IT ticket never gets written in the first place. Changes that used to take weeks happen the same day.<br><br>With your member base, that matters. A regulatory change affecting renewal notices or cancellation correspondence has to go out accurately and on time, across a large policyholder base. On most legacy document platforms, that's still a developer project. On MHC NorthStar CCM, your communications team handles it directly, with approval workflows built in so nothing goes out without the right sign-off.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from developer-centric hardcoding to a business-user controlled environment to ensure compliance and agility without the 'developer tax'.
Subject: One last thing, Cam
Hi Cam,<br><br>Sent you a couple of notes about document workflow at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction for your team, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate achieve #1 mid-market status by streamlining policy and claims correspondence. · Asset: UNLOCK1.PDF
Cam, appreciate you connecting. I sent a few emails over the past couple of weeks about the IT dependency bottleneck on template changes, so glad there's another way to reach you.
At MHC we help insurers move communication updates off the IT queue and back to the business side. Guardian and Allstate have both used that shift to sharpen how fast they get policy and claims correspondence out the door.
Given what you're managing across marketing and comms at NJM, it seemed worth a mention. Worth a quick conversation to see if any of this is relevant?
Chris
John Murphy
Digital Marketing Strategy Leader
operations · director
queued
primary
– none
influencer
seq 25
step 0/3
📋 UNLOCK1.PDF
Angle: strategic digital experience leader
Hooks: your focus on 'Managing the Value of Customer Relationships' at Wharton, scaling digital marketing processes at NJM Insurance Group, balancing technical acumen with strategic storytelling for B2C insurance
posture: peer CTA: soft type: problem_first
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Subject: NJM + document infrastructure
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital experience strategy at NJM, I wanted to ask about something that comes up a lot at carriers your size. Is the document layer keeping pace with the rest of your digital modernization work, or is it one of those things that keeps getting pushed back because of how locked down the underlying systems are?<br><br>What we usually see: the front-end experience gets modernized, but policyholder communications like declarations pages, renewal notices, and endorsements are still being produced by systems that require a developer for every change. That gap tends to surface at the worst times, like when a regulatory update hits or a campaign needs to go out fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help close that gap between your digital roadmap and what's actually getting sent to policyholders. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation_modernization_gaps
Hi John,<br><br>One more thought on the document modernization piece I mentioned.<br><br>We work with 60+ insurers, and the pattern we see at carriers your size is consistent. The insurer invests in the digital experience layer, but the document production side is still locked behind systems that only developers can touch. A compliance change or a new product launch means an IT ticket and a wait, not a same-day update.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the change directly, within workflows IT sets up. At carriers running Guardian Life and Allstate-level volumes, that shift means document changes happen the same week a regulatory notice lands, not the same quarter.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_modernization
Subject: One last thing, John
Hi John,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the digital roadmap, feel free to reach out.
Proof: MHC helps over 25 insurers, including Guardian and Allstate, modernize customer communications without being blocked by legacy constraints. · Asset: UNLOCK1.PDF
Hey John, thanks for connecting.
Sent you a few emails about the document infrastructure gap that tends to show up in modernisation work, so you may have seen those already. At MHC we help insurers move template ownership to the business side so document changes stop sitting in an IT queue. Guardian and Allstate both went through that shift with us, and it cleared a real bottleneck in their communications layer.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Licata
Director, Information Technology
engineering · director
active
primary
– none
decision_maker
seq 23
step 1/3
📋 CUSTOM1.PDF
Angle: internal promotion and technical depth at NJM
Hooks: your progression from Principal Software Engineer to Director of IT at NJM since 2004, background managing IT Application Development teams and complex software engineering at NJM, oversight of declarations, claims correspondence, and ID card distribution for New Jersey's top-rated insurer
posture: peer CTA: soft type: problem_first
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Subject: Document templates, NJM
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT at NJM, I wanted to ask about something that comes up a lot with P&C carriers your size. Is updating customer-facing documents like declarations pages, endorsements, renewal notices, or claims correspondence still something that requires a developer to touch the system?<br><br>What we typically see: the business side knows exactly what needs to change, a compliance deadline is coming, and the request still has to go through IT because no one else can get into the composition layer. The developer queue backs up, the change takes longer than it should, and IT ends up owning work that probably shouldn't be theirs.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way to get that template ownership off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One example that's relevant: Essilor reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of shift happened because the people who needed to update documents could do it directly, without waiting on a developer.<br><br>For a P&C carrier with your member base, that matters in a specific way. Declarations pages, endorsements, cancellation notices, premium notices, these all pull from policy admin and claims systems. When a state filing changes or a product team needs a new endorsement variant, that's a ticket, a queue, and a wait. With your policyholder volume, the backlog compounds fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT put in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, NJM
Hi Michael,<br><br>Sent you a couple of notes about the document template bottleneck at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: CUSTOM1.PDF
Appreciate you connecting, Michael.
Sent you a few emails recently about the IT dependency piece I mentioned, specifically around template changes sitting in developer queues longer than they should. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update. Guardian, Allstate, and Intact all run their policyholder communications on MHC, across 60+ insurance organisations at this point.
Worth a quick conversation to see if any of this is relevant?
Chris
Sanjay Thirupputkuzhi
Senior Vice President & Chief Information Officer
engineering · c_level
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 UNLOCK1.PDF
Angle: strategic technology leadership and internal growth
Hooks: your promotion to CIO in February 2025, leading NJM's digital transformation to improve policyholder experience, your 20-year career evolution at NJM from Solutions Architect to the executive team, recent appointment to the Mercer Street Friends Board of Trustees
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at NJM
Hi Sanjay,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at NJM, I wanted to ask about something that comes up a lot with P&C insurers your size. Does updating policyholder documents like declarations pages, renewal notices, and endorsements still require a developer to touch the template every time?<br><br>At most insurers running established document platforms, that's exactly where things get stuck. A compliance change or a carrier update comes in, and it lands in a ticket queue instead of getting handled same day. With developer hiring where it is, that queue isn't getting shorter.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT's load on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Sanjay,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to MHC. But the bigger shift was operational: the people who needed to update documents stopped waiting on IT to do it.<br><br>For a P&C insurer with your member base, that matters when a state regulatory change hits and declarations pages, cancellation notices, or premium notices have to be updated across thousands of policy variants fast. On most legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping the controls in place that IT requires.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification and reducing technical debt
Subject: One last thing for NJM
Hi Sanjay,<br><br>Sent you a couple of notes about document infrastructure at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Sanjay, good to be connected.
Sent you a few emails about getting template work off the developer queue at NJM. At MHC we help insurers move that ownership to the business side so engineering capacity goes where it actually matters. Guardian and Acuity have both done this, along with 25 or so other carriers who were dealing with the same constraint on the IT side.
Given what senior technical talent costs right now, it tends to be a faster conversation than people expect.
Worth a quick conversation to see if any of this is relevant?
Chris
John Fink
Vice President of Personal Lines
other · vp
completed
primary
– none
↺ Bounced
champion
seq 18
step 1/3
📋 UNLOCK1.PDF
Angle: document flexibility and automation within Guidewire and OnBase ecosystems
Hooks: Recognition for NJM's #1 JD Power ranking in Mid-Atlantic Auto Insurance satisfaction (2025), Your leadership in adopting Hyland OnBase to streamline claim document access for 2,300 users, The recent shift from AVP of Customer Experience to VP of Personal Lines and your focus on 'Share the Keys' safety initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document changes at NJM
Hi John,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Personal Lines at NJM, I wanted to ask about something that comes up a lot at carriers your size. When your team needs to update policyholder-facing documents like declarations pages, renewal notices, or endorsements, does that still require going through IT and waiting on someone who knows the system?<br><br>A lot of insurers we talk to have solid platforms in place, Guidewire for policy and billing, document management on the back end, but the template change process still runs through a developer queue. So when a state filing requires updated language on a declarations page, or a renewal notice needs a new disclosure, the business side has to wait. That gap adds up fast when you're managing renewals at scale.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on policyholder document changes without adding IT load. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency for template changes despite having Guidewire and OnBase in place
Hi John,<br><br>Following up on what I sent about the template change bottleneck.<br><br>Guardian Life and Allstate both ran into the same pattern: policy and billing systems were modern, but every document change still required a developer. Compliance teams were waiting days or weeks for updates to declarations pages and renewal notices that should have taken hours.<br><br>What shifted for them was getting the business side into the change workflow directly. Their compliance and ops teams started handling template updates within approval workflows that IT still controls. The wait disappeared. When a state required updated language on a renewal notice, the change went out the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With your member base at NJM, that kind of turnaround matters, especially when a regulatory change has to reach policyholders across your personal lines book quickly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing the 'developer scarcity' tax by enabling business users to handle declarations and renewals directly
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about the document workflow piece at NJM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) utilize similar architecture to eliminate the IT bottleneck for high-volume insurance correspondence. · Asset: UNLOCK1.PDF
Hey John, appreciated you connecting.
Sent you a few emails about the IT dependency piece on template changes. Knowing NJM runs Guidewire and OnBase, that bottleneck tends to sit right at the intersection of those two platforms, where business users still can't move without a ticket. At MHC we help insurers shift template ownership to the business side without touching the core stack. Guardian and Allstate have both worked through that same architecture to get high-volume correspondence off the IT queue entirely.
Happy to reconnect here if the timing ever works.
Chris
Neil Delaney
Vice President & Chief Technology Officer
engineering · vp
completed
primary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic oversight of Guidewire modernization and IT technical debt
Hooks: Leadership in NJM's long-term business transformation including Guidewire BillingCenter and PolicyCenter deployments, History of managing complex insurance technology portfolios spanning from Prudential to NJM's current 3B annual revenue scale, Focus on improving speed to market for system changes and standardizing policy administration across personal and commercial lines
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT is often the bottleneck for every document template change, especially during large-scale Guidewire modernizations where developer scarcity is high.
—
Reframe: Instead of scaling expensive dev teams to handle high-volume insurance docs (claims, billing, ID cards), shift the burden to business users with a self-service architecture.
Subject: —
—
Proof: MHC helps top-tier insurers like Guardian and Allstate modernize communications, often reducing template turnaround from weeks to days. · Asset: ULTIMA1.PDF
—
National Council on Compensation Insurance
ncci.com
· insurance
· Boca Raton, US
The leading advisory organization and statistical agent for the U.S. workers compensation insurance system.
“The Source You Trust for workers compensation data, insights, tools and services”
Founded in 1923, the mission of the National Council on Compensation Insurance (NCCI) is to foster a healthy workers compensation system. In support of this mission, NCCI gathers data, analyzes industry trends, and provides objective insurance rate and loss cost recommendations. These activities—com…
LinkedIn headcount: 1,128
No legacy vendor (Documaker, PlanetPress, Elixir) found in job postings or public records. Job postings for Insurance Business Analysts at NCCI-affiliated entities mention mapping to NCCI forms and familiarity with SmartCOMM for document generation, but direct internal vendor for ncci.com remains un
LLM classification: Insurance MEDIUM
Tier 1 score 71
Chris
1001_5000 employees · 250m_1b
Technology & Competitors
Azure
HG Insights
Python
HG Insights
REST API
HG Insights
Strategic Initiatives
- Digitization of manuals and resources through the launch of NCCI Atlas., Expansion of API library via the Developer Portal for carrier integration.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Workers Compensation Rating/Statistical Organization
Awareness: stage_2
Scale: small — Member Insurance Carriers 900+
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C), Guardian Life ($13.4B Top 10 life), and 25+ insurers on NorthStar.
Live Signals (leadership, M&A, events)
- leadership_change: Announcement of President and CEO Bill Donnell's planned retirement for February 2026.
- digital_transformation: Ongoing 'Atlas Initiative' multiyear project aimed at modernizing and transforming the way NCCI delivers key information and m
Web Research Finding NONE
No CCM vendor found. NCCI is a data/ratings organization for workers comp not an insurance carrier. May not have significant CCM needs.
Action: KEEP AS-IS
Contacts (10)
active: 7 completed: 2 queued: 1
7 active · 1 🔗
Sudha Kota
Executive Director - IT Infrastructure
engineering · director
active
primary
– none
decision_maker
seq 20
step 1/3
📋 CUSTOM1.PDF
Angle: IT infrastructure leadership during Atlas Initiative modernization
Hooks: Ongoing Atlas Initiative efforts to transform manual and document delivery, Role overseeing IT Infrastructure during transition to modernized content formats, Leadership transition with Bill Donnell's retirement in February 2025
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and the Atlas roadmap
Hi Sudha,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT infrastructure at NCCI during the Atlas initiative, I wanted to ask about something we see come up a lot at data and rating organizations your size. Does every document template change still require a developer to touch the underlying system, even when the update is something the business side could handle themselves?<br><br>The pattern we usually see: the infrastructure team is driving a modernization push, the document layer gets deprioritized because it's not the primary focus, and then it quietly becomes the bottleneck. Compliance needs a change, communications needs an update, and it all lands back on IT as a ticket.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to where the Atlas roadmap is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT infrastructure teams at NCCI often face significant 'technical debt' and resource bottlenecks when legacy document systems require deep developer involvement for even minor template updates, slowing down the Atlas modernization roadmap.
Hi Sudha,<br><br>Following up on what I sent about the document layer and your Atlas roadmap.<br><br>We recently helped Guardian Life and over 25 other insurers modernize their document infrastructure. The consistent outcome: IT stopped being the bottleneck for template changes. The business side handled updates directly, with approval workflows built in, and the wait disappeared.<br><br>For organizations running the kind of carrier integration work NCCI does through the Developer Portal, that matters more than it might seem. When a rating change or regulatory update needs to flow through to documents at scale, you don't want that sitting in a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of scaling expensive developer resources to handle document composition, NCCI can empower business users to manage template changes directly, offloading the integration burden from your infrastructure team.
Subject: One last thing, Sudha
Hi Sudha,<br><br>Sent you a couple of notes about the document layer at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the Atlas work continues, feel free to reach out.
Proof: MHC helped Guardian and over 25 other insurers modernize their CCM infrastructure to eliminate document-related liabilities and speed up digital transformation roadmaps. · Asset: CUSTOM1.PDF
Sudha, good to be connected.
I sent a few emails recently about the document layer sitting inside modernisation programmes like Atlas, specifically the developer dependency that tends to build up around template changes. At MHC we help insurers move that work off IT queues and onto the business side. Guardian and around 25 other carriers have gone through that shift with us, mostly to clear document-related technical debt before it started slowing down larger roadmap work.
No pressure at all on timing.
If any of this lands, feel free to reach out whenever.
Chris
Joey Brosnan
Senior Director of Software Development
engineering · director
completed
primary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: Modernization friction within the Atlas Initiative and legacy document architecture.
Hooks: Your leadership in the 'Atlas Initiative' to modernize NCCI's content transformation roadmap., Previous experience at Crawford & Company designing an Internal Medical Bill Reporting product for NCCI., Balancing developer scarcity with the need to iterate on 100 years of workers' comp manual and circular content.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum managed 200+ templates efficiently, reducing dependence on high-cost developers. · Asset: GUC3E41.PDF
—
Tara Mercer
Information Solutions Manager, Workers Comp Operations
operations · director
completed
primary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: leadership and Atlas Initiative project participation
Hooks: Your deep expertise in capturing the Voice of the Customer and translating it into product enhancements like ncci.com., Leadership within the NCCI Atlas Initiative specifically focused on content delivery for the residual market., 31-year tenure at NCCI across Experience Rating and Product Management roles.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: general_legacy_pain
—
Reframe: business-user self-service
Subject: —
—
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
—
Michael Spears
Chief Operations Officer
operations · c_level
active
primary
– none
champion
seq 19
step 1/3
📋 UNLOCK1.PDF
Angle: strategic oversight of the Atlas Initiative modernization project
Hooks: your leadership of NCCI's Atlas Initiative to modernize core data assets, responsibility for maintaining regulatory filings, forms, and manuals, previous tenure as CIO and Chief Data Officer overseeing IT infrastructure
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and Atlas
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>I work with insurance organizations on their document infrastructure, and given your role overseeing operations at NCCI, I wanted to ask about something that tends to surface during modernization projects like Atlas.<br><br>As the data backbone gets rebuilt, does the document layer keep pace? Specifically, when a form or regulatory template needs updating, is that still an IT project, or has that changed?<br><br>The reason I ask: we see this a lot at data-driven insurance organizations. The platform modernization moves fast. The document side doesn't. Someone has to track down which templates are affected, loop in a developer, and wait. At NCCI's scale, with the volume of forms and carrier-facing materials you steward, that wait adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help keep the document layer moving at the same pace as the rest of your modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: As the Atlas Initiative transforms NCCI's data backbone, legacy document generation often becomes the last mile bottleneck—forcing IT to manual-code changes for every form and manual update.
Hi Michael,<br><br>Following up on what I sent about the document layer and Atlas.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder and carrier communications on MHC. The pattern we see across those accounts is consistent. The insurer modernizes the data or platform layer, then hits a wall when regulatory forms still require a developer to touch the template. Once they move to MHC, the compliance or operations team handles those changes directly. IT stops being the bottleneck.<br><br>For an organization like NCCI, where you're actively expanding carrier integrations through the Developer Portal and digitizing resources through Atlas, that matters. If a form tied to a state rate filing or carrier data submission needs an update, that change shouldn't be sitting in an IT queue while the rest of the rollout moves forward.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing data is only half the battle; if the document layer still requires developer tickets for simple template adjustments, the 'Atlas' roadmap will eventually stall at the delivery phase.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about the document layer piece at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Atlas moves forward, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate decouple document logic from core code, enabling business users to manage the 100+ regulatory forms NCCI stewards without taxing the IT roadmap. · Asset: UNLOCK1.PDF
Hey Michael, saw you accepted the connection and appreciated the few emails I sent your way.
The thread was really about the document layer sitting between the Atlas Initiative and actual delivery, where form updates still route back to IT every time something changes. At MHC we help insurers move that ownership to the business side. Guardian did this with their regulatory forms portfolio and took a significant load off their dev queue in the process.
Given what NCCI stewards across 100-plus jurisdictional forms, that piece might be worth a look. If any of this lands, feel free to reach out whenever.
Chris
Mark Mileusnic
Chief Customer Operations Officer
operations · c_level
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 UNLOCK1.PDF
Angle: Alignment with the Atlas Initiative’s goal of modernizing customer interactions and tools for 1,300+ employees and their carrier partners.
Hooks: Ongoing Atlas Initiative for modernization, Deep history with NCCI Customer Operations since 2006, Overseeing tools and services for carriers and agents, Recent spotlight on the State of the Line podcast and AIS 2026
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and the Atlas rollout
Hi Mark,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer operations at NCCI, I wanted to ask about something that comes up a lot when organizations are modernizing the way they deliver information to carriers and partners. As you roll out Atlas and expand the Developer Portal, is the document production layer keeping pace, or is it still dependent on IT for every template change?<br><br>What we typically see at this stage: the digital experience gets upgraded, but the underlying documents, rating bulletins, policyholder notices, carrier-facing correspondence, still run through a system only a developer can touch. A compliance or ops team member who needs to update a notice has to log a ticket and wait. That friction doesn't show up in the roadmap, but it slows everything down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this connects to what your team is navigating. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy_blocking_roadmap
Hi Mark,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, Allstate, and 25+ other insurers have moved to MHC specifically to get IT out of the day-to-day document change path. The pattern is pretty consistent: compliance or ops teams are waiting on developers to update notices and carrier-facing documents, and that wait creates risk every time a regulatory or procedural change has to go out fast.<br><br>With MHC NorthStar CCM, the business side handles template updates directly, with approval workflows built in. No ticket, no wait. For an organization like NCCI, where accuracy and timeliness of carrier communications is core to what you do, that kind of operational control matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One resource before I go quiet
Hi Mark,<br><br>Sent you a couple of notes about document workflows at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become a friction point in the Atlas roadmap, feel free to reach out.
Proof: T2: Guardian, Allstate, and 25+ insurers use MHC to remove the IT bottleneck from their document workflows. · Asset: UNLOCK1.PDF
Hey Mark, appreciate you connecting.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so figured I'd reach out here too rather than keep filling your inbox.
At MHC we help insurers move template ownership to the business side, off the IT queue. Guardian and Allstate are among the 25+ carriers that have gone that route with us.
Not sure where NCCI sits with any of this, but if any of it lands, feel free to reach out whenever.
Chris
Tim Smith
Executive Director, Application Development Services
engineering · director
queued
– none
champion
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: strategic_alignment_atlas_initiative
Hooks: Leadership of the Application Development Services team supporting Customer and Workers Comp operations., NCCI's multi-year Atlas Initiative focused on modernizing manuals and content distribution., Long tenure at NCCI since 1998, including previous roles in Quality Assurance and CRM management.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: NCCI + document templates
Hi Tim,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Application Development Services at NCCI, I wanted to ask about something that comes up a lot at organizations running modernization work alongside core document operations. With the Atlas Initiative underway, I was wondering if the document layer, things like declarations, endorsements, renewals, claims correspondence, and certificates, is keeping pace with the rest of the transformation or if that's still sitting on older infrastructure.<br><br>The pattern we see pretty often: the modernization roadmap moves forward, but document template changes still require a developer to touch the system. That creates a quiet bottleneck, especially when regulatory updates have to propagate across renewal notices, cancellations, and billing documents at the same time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Tim,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We worked with Optum to consolidate over 200 templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their document turnaround from 2.5 weeks to 2 days by getting the business team out of the IT queue for template changes.<br><br>The common thread in both cases was that the people who needed to update documents stopped waiting on developers to do it. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a team supporting workers comp and customer operations, that kind of flexibility matters when a regulatory change hits and has to move across endorsements, cancellations, and claims correspondence fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: one last thing, Tim
Hi Tim,<br><br>Sent you a couple of notes about the document layer at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how companies replace legacy document platforms, especially when modernization work is already in motion.</a><br><br>If current document composition processes become too much of a friction point as Atlas moves forward, feel free to reach out.
Proof: Optum managed 200+ complex templates and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: CCM_Buyers_Guide.pdf
Hey Tim, good to be connected.
Sent you a couple of emails recently about the legacy document platform piece, so you've got the gist of what MHC does. We help insurers move template ownership off IT and onto the business side.
One thing that came up with Optum was managing 200+ complex templates at that scale, and Natera got document cycle times down from two and a half weeks to two days after making the switch.
Not sure how relevant that is to what you're working through at NCCI. Worth a quick conversation to see if any of this is relevant?
Chris
Robert Snyder
Chief Strategy and Communications Officer
operations · c_level
active
primary
⏳ pending
champion
seq 2
step 2/3
📋 GUC3E41.PDF
Angle: strategic modernization alignment via the Atlas Initiative
Hooks: Ongoing leadership of NCCI's strategic transformation and organizational capacity for innovation, Direct connection to the 'Atlas Initiative' multiyear project aimed at transforming how NCCI writes, manages, and distributes circulars and manuals, Focus on shifting organizational culture toward inclusive collaboration and digital excellence
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: NCCI Atlas and document scale
Hi Robert,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategy and communications at NCCI, I wanted to ask about something that tends to come up as organizations scale a digitization initiative like Atlas. As the platform moves from manuals to broader member-facing content, does managing and updating those documents still require going back to the technical team every time something changes?<br><br>That's the pattern we see most often. The initial rollout is clean. But as document volume grows and more content types get added, the update cycle becomes the bottleneck. Compliance language changes, state-specific requirements shift, and the people who need to make those changes are waiting on a developer who also has a dozen other priorities.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help keep Atlas moving without that kind of friction building up. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=operational friction as NCCI Atlas scales from manuals to broader member communications
Hi Robert,<br><br>Following up on what I sent about document operations as Atlas scales.<br><br>One example that felt relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 complex templates across multiple plan types, authorization letters, approval notices, and member correspondence, all running through one compliant workflow. The team that needed to make changes could make them directly, without waiting on IT.<br><br>The reason that matters for NCCI is that Atlas is already pulling from multiple content sources. As you add document types beyond manuals, say claims guidance, carrier notices, or billing communications, the same update cycle problem compounds. Each new document type means another dependency on whoever owns the technical layer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Ensuring the technical foundation of Atlas doesn't become a legacy bottleneck for future document types like claims or billing
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document infrastructure at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition or distribution processes become too much of a friction as Atlas grows, feel free to reach out.
Proof: Optum managed 200+ complex healthcare templates with MHC, achieving the same agile distribution goals NCCI is targeting with Atlas · Asset: GUC3E41.PDF
Hey Robert, glad we're connected.
Saw your name a few times in my inbox after the emails I sent, so figured LinkedIn made more sense. The thread I kept coming back to was the operational friction piece as Atlas scales beyond manuals into broader member communications. At MHC we help insurers keep that kind of template volume manageable on the business side without the back-and-forth. Optum ran 200-plus complex healthcare templates through the same distribution model you're building toward, which is what made me think there was a relevant conversation here.
Worth a quick conversation to see if any of this is relevant?
Chris
Jill Tiburzio
Executive Director, PMO
operations · director
active
primary
⏳ pending
influencer
seq 12
step 2/3
📋 GUC3E41.PDF
Angle: NCCI's multi-year Atlas Initiative and current transformation of manual/circular delivery.
Hooks: Ongoing Atlas Initiative modernization project, Your background in both PMO and Underwriting at NCCI, Focus on transforming how NCCI writes, manages, and distributes workers comp information
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Atlas Initiative + document ops
Hi Jill,<br><br>Chris here from MHC Automation.<br><br>Given your role leading the PMO at NCCI, I wanted to ask about something that comes up a lot during digital transformation programs like Atlas. When your team needs to update a manual, a circular, or a regulatory notice, does that change still require an IT ticket and a developer to touch the template?<br><br>The reason I ask is that we see this pattern pretty often. An organization invests in modernizing how content gets delivered, new formats, new portals, better access. But the authoring and update layer stays the same. Someone on the business side identifies a change, it gets queued, and it waits on whoever owns the template in the system.<br><br>With your member base relying on NCCI for accurate, current guidance across state filings and carrier circulars, that kind of lag adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your content teams and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'Atlas Initiative' is modernizing how NCCI delivers information, but if document operations still rely on legacy IT ticketing for every manual or circular update, the transformation roadmap will eventually hit a bottleneck.
Hi Jill,<br><br>Following up on what I sent about the document update bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across multiple plan types, authorization letters, approval notices, regulatory correspondence, all running through one compliant workflow. The compliance team makes changes directly now. The wait disappears.<br><br>The part that's relevant for NCCI is the pattern underneath that. When the people who know what a circular or manual should say are the ones who can update it, you stop routing every content change through IT. That matters especially when a state files a new rating rule or a form revision has to go out to carriers fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernization shouldn't just be about new digital formats; it’s about business-user self-service. Waiting on developer availability for template changes is a legacy liability that blocks the speed of content transformation.
Subject: One last thing, Jill
Hi Jill,<br><br>Sent you a couple of notes about document operations at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps industry leaders like Guardian and Allstate modernize document operations. For NCCI, we can point to Optum’s success in managing over 200 templates across complex regulatory environments like BCBS and Humana. · Asset: GUC3E41.PDF
Hey Jill, glad to be connected.
I sent a few emails recently about the document infrastructure gap that can emerge inside modernisation work like the Atlas Initiative. Didn't want to just leave it there without reaching out directly.
At MHC we help insurers move template ownership off IT queues to the business side. Optum ran into a similar challenge managing 200-plus templates across complex regulatory environments and worked through it that way.
Happy to reconnect here if the timing ever works.
Chris
Melissa Palmer
Executive Director of Regulatory Projects
operations · director
active
primary
🔗 connected
influencer
seq 13
step 2/3
📋 ULTIMA1.PDF
Angle: leadership in the Atlas Initiative modernization project
Hooks: Leadership role in NCCI's multi-year Atlas Initiative to modernize manual content delivery, Extensive background at NCCI since 1986 across assigned risk and underwriting, Certifications including Certified Information Professional (CIP) and Certified Scrum Product Owner (CSPO)
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at NCCI
Hi Melissa,<br><br>Chris here from MHC Automation.<br><br>Given your role leading regulatory projects at NCCI, I wanted to ask about something that comes up a lot during modernization pushes like Atlas. When a compliance or regulatory change needs to go out, does that require going through a developer to update the document templates, or has your team found a way to handle those changes directly?<br><br>The reason I ask is that organizations running modernization initiatives tend to hit a wall at the document layer. Everything else gets faster, but template changes still require a ticket, a wait, and a developer who knows the system. With your member base and the volume of carrier-facing communications NCCI produces, that lag adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on document changes without creating a bottleneck for IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap. E2=compliance/508.
Hi Melissa,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We've seen a consistent pattern with insurers going through modernization work: the platforms that handle data, APIs, and reporting get upgraded, but the document layer stays frozen because it still requires a developer to touch it. That's a real problem when a regulatory change hits and the compliance team can't move without filing an IT ticket.<br><br>The insurers we work with, Guardian Life, Allstate, Intact Financial, Acuity, all went through a version of this. The shift was giving the people who know what the document should say the ability to make the change directly, with controls in place that IT still owns. The ticket never gets written because it doesn't need to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT needs.<br><br>With the Atlas initiative expanding the API library and digitizing manuals and resources, it seems like the right moment to make sure the document layer can keep pace. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap and the risk of technical debt during the Atlas modernization
Subject: One last thing, Melissa
Hi Melissa,<br><br>Sent you a couple of notes about document infrastructure at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in the modernization work, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Melissa, appreciated the connection.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, so you've got some context on where we play. At MHC we help insurers move template ownership off IT queues and to the business side. Acuity, Intact, and Allstate have gone that route with us, and the pattern is pretty consistent across compliance-heavy teams.
Given your work on regulatory projects, the compliance document piece I mentioned in the emails might be worth a second look at some point.
Happy to reconnect here if the timing ever works.
Chris
Maria Snow
Executive Director, Data Resources
operations · director
active
primary
– none
influencer
seq 12
step 1/3
📋 CCM_Buyers_Guide.pdf
Angle: NCCI Data Strategy leadership & Atlas Initiative alignment
Hooks: your recent interview regarding NCCI's 'Data Strategy for the future' and the 'Atlas Initiative' modernization efforts, participation in the Insurance Data Management Association (IDMA) 2025 conference regarding AI and data governance, focus on reducing the burden for insurance data providers while maintaining strict compliance/quality standards
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at NCCI
Hi Maria,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing data resources at NCCI, I wanted to ask about something we see come up a lot at organizations your size. When your team needs to update member-facing documents or regulatory publications, does that still require going through IT for every change?<br><br>With the Atlas initiative and the Developer Portal expansion, it sounds like NCCI is moving fast on modernizing how data and resources get delivered. In our experience, the document production layer is often the last thing to catch up. Business teams have the content knowledge but still have to route every template change through a developer queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on document changes without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Maria,<br><br>Following up on what I sent about document template changes at NCCI.<br><br>We work with 25+ insurers who were in a similar spot. Business teams knew exactly what the documents needed to say but had no way to make the change themselves. Every update was an IT project.<br><br>What shifted for most of them was giving the operations side a way to manage templates directly, with controls in place so nothing goes out the door without the right approvals. Changes that used to take weeks started happening the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the oversight.<br><br>Given how much NCCI is investing in self-service data access through Atlas and the Developer Portal, I thought it might resonate. If this is relevant, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Maria
Hi Maria,<br><br>Sent you a couple of notes about document operations at NCCI. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management ever becomes a friction point for your team, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market ranking for document efficiency · Asset: CCM_Buyers_Guide.pdf
Hey Maria, appreciate you connecting.
I sent a few emails over the past few weeks about the legacy document platform piece, so you probably have some context on what we do. Short version: MHC helps insurers move template ownership away from IT queues and into the hands of the business teams managing those communications.
We work with 25+ insurers and picked up the Aspire top mid-market ranking for document efficiency, which validated a lot of what we've been seeing in the space.
Happy to reconnect here if the timing ever works.
Chris
National Life Group
nationallife.com
· insurance
· Montpelier, US
A mutual financial services group providing life insurance, annuities, and investment products to middle-market Americans.
“Life insurance and financial services since 1848. Do good, be good, make good.”
At National Life, our story is simple: for over 176 years we’ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. It’s our cause, stemming from a deep passion to live our values to do good, be good and make good, every day. Lear…
LinkedIn headcount: 3,029
Multiple LinkedIn profiles confirm internal usage of Oracle Documaker for correspondence management. A Senior Print Systems Analyst at National Life Group (as of Feb 2025) lists 'Agile Documaker Developer' in their current role. Additionally, an AVP of Premium Solutions mentions managing corresponde
LLM classification: Insurance HIGH
Tier 1 score 71
Chris
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
Microsoft Cognitive Services
HG Insights
iPipeline iGO e-App
HG Insights
Java
HG Insights
Strategic Initiatives
- Accelerating digital transformation through long-term technology partnerships to enable 'no-touch' digital policy distribution.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life & Annuity
Awareness: stage_2
Scale: large — policyholders 1,600,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- leadership_change: Brenna Allmon promoted to Senior Print Systems Analyst / Agile Documaker Developer.
- award: National Life Group received the Datos Insights IT Practice Innovation Award for its synthetic data generation initiative led by EVP Nimesh Meh
- hiring: Currently hiring for a Associate Director
- IT Governance and Process Improvement
- specifically looking for Oracle Documaker expertise.
Contacts (9)
active: 7 completed: 2
7 active · 1 🔗
Fernando Viana
Senior Director Digital And CRM
operations · director
completed
primary
– none
✉ fviana@nationallife.com
● unknown
influencer
seq 11
step 0/3
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and digital distribution
Hi Fernando,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital and CRM at National Life Group, I wanted to ask about something that comes up a lot at insurers your size. When you're pushing toward no-touch digital policy distribution, does the document production layer actually keep pace, or does it become the bottleneck that slows everything else down?<br><br>What I see pretty often: the rest of the stack gets modernized, but policy documents, welcome kits, and policyholder notices still depend on IT for every template change. A compliance update or a product change turns into a developer ticket instead of a same-day fix.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take the document layer off the IT dependency list. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle:
Hi Fernando,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>I'll be upfront: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see consistently. The insurer modernizes their policy admin, their CRM, their distribution layer. Then a state files a form change, or a product gets repriced, and the whole process stalls because the document template lives in a system only a developer can touch.<br><br>The business side knows exactly what the notice or policy document needs to say. They just can't get to it without filing a ticket and waiting.<br><br>That's the specific problem MHC NorthStar CCM is built around. Your compliance or ops team makes the change directly, with approval workflows built in, without pulling a developer into it. For an insurer pushing toward no-touch distribution, that matters when a change has to go out to your full policyholder base fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe:
Subject: One last thing, Fernando
Hi Fernando,<br><br>Sent you a couple of notes about the document infrastructure piece at National Life Group. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes start slowing down your digital distribution work, feel free to reach out.
Proof:
Hey Fernando, appreciate you connecting.
I sent a few emails over the past couple weeks about the document infrastructure gap in the modernisation work, so you've probably seen those. At MHC we help insurers move template ownership off IT and to the business side. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so National Life would be in familiar company.
Happy to reconnect here if the timing ever works.
Chris
Rachel Headley
Director, Concierge New Business
operations · director
active
primary
– none
champion
seq 2
step 1/3
📋 UNLOCK1.PDF
Angle: National Life Group operational growth and Documaker dependency
Hooks: Promotion to Director of Concierge New Business in March 2026, National Life Group recent Datos Insights IT Practice Innovation Award, Experience managing 85+ staff across new business and contracting value streams
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at National Life
Hi Rachel,<br><br>Chris here from MHC Automation.<br><br>Given your role in new business operations at National Life Group, I wanted to ask about something we see come up a lot at life and annuity carriers your size. When a policy document or new business form needs to change, does that still require going through IT and waiting on a developer to make it happen?<br><br>At carriers running digital distribution initiatives, that handoff is usually the friction point nobody talks about. The business side knows what the document needs to say. Getting it updated is a different conversation.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if any of this is relevant to where National Life is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Rachel,<br><br>One more thought on the document change bottleneck I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly. IT stops being the bottleneck, and changes happen the same day.<br><br>For a carrier pushing toward no-touch digital policy distribution, that matters. If a disclosure requirement changes or a new product needs updated policy forms, waiting on a developer to touch the template is a real drag on the timeline.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Rachel
Hi Rachel,<br><br>Sent you a couple of notes about document template management at National Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the digital distribution push continues, feel free to reach out.
Proof: T2_metric · Asset: UNLOCK1.PDF
Hey Rachel, appreciated you connecting.
Sent you a few emails about the IT dependency piece on template changes. Not sure if those landed in the right place.
At MHC we help insurers move document template ownership to the business side, off the developer queue. Guardian, Allstate, and Intact are running their policyholder communications on MHC across 60+ insurance organisations, so it's something we've built specifically for this space.
Worth a quick conversation to see if any of this is relevant?
Chris
Albert Trepanier
Associate Director, Business Solutions – Business Acquisition
operations · director
active
primary
⏳ pending
champion
seq 4
step 2/3
📋 UNLOCK1.PDF
Angle: product_ownership_legacy_alignment
Hooks: Current role as Business Solutions AD for Business Acquisition, 33-year tenure at National Life Group including Manager of Outbound Document Services, Connection to Brenna Allmon's recent Documaker development focus
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at National Life
Hi Albert,<br><br>Chris here from MHC Automation.<br><br>Given your role in business solutions at National Life, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update a policyholder-facing document, does that still require going through IT and waiting on a developer to touch the template?<br><br>At a lot of life and annuity carriers, the business side knows exactly what a document needs to say, but they can't make the change themselves. Every update to a policy letter, renewal notice, or correspondence piece becomes an IT ticket. When you're trying to move toward no-touch digital distribution, that kind of dependency slows things down in ways that are hard to explain to leadership.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Albert,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have mentioned: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at both carriers is the same. Once the business side can update templates directly, with approval workflows built in, the wait on IT stops being a factor. A compliance change or a product update gets turned around the same day instead of sitting in a queue.<br><br>For a life and annuity carrier with your member base, that matters most when something time-sensitive hits. A state regulatory change to a policy disclosure, a product update that affects renewal language, a new endorsement that has to go out accurately across your book. Those used to be developer projects. They don't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Albert
Hi Albert,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) · Asset: UNLOCK1.PDF
Appreciate the connection, Albert.
Sent you a few emails recently about the IT dependency piece, so I won't retread that ground here. At MHC we help insurers move template ownership off the developer queue and to the business side. Guardian and Allstate have both made that shift, which is part of why they came up when I was thinking about National Life Group.
Not sure where document infrastructure sits on your radar right now, but I figured LinkedIn was worth a try after the emails went quiet.
Happy to reconnect here if the timing ever works.
Chris
Renu Cherian
Director of IT Shared Services and Operations
engineering · director
completed
primary
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: IT Shared Services oversight and the Datos Insights IT Practice Innovation Award.
Hooks: National Life's 2025 Datos Insights IT Practice Innovation Award, leadership in IT Shared Services and Operations, Brenna Allmon's recent promotion within the Documaker development team
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The developer scarcity and high cost ($150K+) associated with maintaining legacy Documaker environments, especially as IT Shared Services seeks to scale agile practices.
—
Reframe: Addressing the compliance and 508-accessibility burden while removing the IT dependency bottleneck that forces business users to wait on technical tickets for simple template changes.
Subject: —
—
Proof: MHC helps 25+ major insurers, including Guardian and Allstate, move away from legacy document technical debt to modern self-service CCM. · Asset: ULTIMA1.PDF
—
Sreenivas Vajja
Senior Director - Solution Architecture
engineering · director
active
primary
– none
decision_maker
seq 20
step 1/3
📋 ULTIMA1.PDF
Angle: Documaker developer scarcity and legacy IT architecture bottleneck at National Life Group.
Hooks: Recognition of your Datos Insights IT Practice Innovation Award, Brenna Allmon's recent promotion to Senior Agile Documaker Developer suggests ongoing reliance on Oracle Documaker, Your focus on IT governance and process improvement as National Life Group modernizes its policy contract and premium notice infrastructure.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at National Life
Hi Sreenivas,<br><br>Chris here from MHC Automation.<br><br>Given your role in solution architecture at National Life Group, I wanted to ask about something that comes up a lot at insurers your size. When your teams need to update policyholder documents like declarations pages, renewal notices, or policy correspondence, does that still require a developer to touch the template?<br><br>The reason I ask: we work with a lot of insurance companies where the document production layer is one of the last things to modernize. Business users know what needs to change, compliance flags something, a state reg shifts. But the change sits in a queue waiting on someone who knows the system. With your push toward no-touch digital policy distribution, that bottleneck tends to get more visible, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if any of this is relevant to where National Life is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Sreenivas,<br><br>Following up on what I sent about the document template bottleneck.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. The pattern we see across all of them is similar. The insurer moves over, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written in the first place.<br><br>For an insurer with your member base, that matters most when a state regulatory change hits and policy documents, endorsements, or cancellation notices need to go out fast. On most legacy document systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping approval workflows and compliance controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=compliance/508.
Subject: One last thing, Sreenivas
Hi Sreenivas,<br><br>Sent you a couple of notes about the document infrastructure piece at National Life Group. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the roadmap, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Sreenivas, appreciated the connection.
I sent a few emails about the Documaker dependency piece, specifically the developer scarcity side and how that kind of lock-in tends to slow down broader roadmap work. At MHC we help insurers move template ownership off the IT queue so the business side can manage changes directly. Guardian and Allstate have both made that shift, and we're running similar programs with 25+ carriers right now.
Not sure if the timing is right at National Life, but worth a quick conversation to see if any of this is relevant?
Chris
Nimesh Mehta
Executive Vice President and Chief Information and Strategy Officer
engineering · c_level
active
primary
🔗 connected
champion
seq 2
step 2/3
📋 ULTIMA1.PDF
Angle: strategic focus on humanizing digital experiences and reducing transactional friction
Hooks: your recent perspective on digital being passé and the shift toward humanizing insurance relationships, National Life Group's double-digit organic growth and the resulting scalability challenges for IT, the 2025 Datos Insights IT Practice Innovation Award for your work with synthetic data and quality engineering
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your digital roadmap
Hi Nimesh,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology and strategy at National Life Group, I wanted to ask about something we see come up a lot at carriers your size. Does the document layer keep pace with the rest of the digital experience you're building, or does every policy communication change still route through a developer?<br><br>It's a common pattern in life and annuity. The vision is a seamless, relationship-driven digital experience for policyholders. But when a policy notice or contract disclosure needs to change, someone has to find the developer who knows the system. That wait undermines the broader roadmap, not just the document team.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help remove the document layer as a bottleneck to the experience you're trying to build. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity ($150K+ talent) causing business user frustration with template wait times
Hi Nimesh,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC, alongside 60+ other insurers. The pattern is consistent: the carrier moves over, compliance and ops start managing templates directly, and the wait for a developer to touch a document stops being part of the process.<br><br>For a carrier focused on reducing friction in the policyholder relationship, that matters a lot. When a disclosure change hits or a state filing requires updated language, the team handling it should be the one who knows what the document needs to say, not the one who knows the system architecture.<br><br>That's what MHC NorthStar CCM does differently: it takes IT out of the day-to-day change path without taking the controls away.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy document architecture acting as a bottleneck to the customer-centric, relationship-driven digital roadmap
Subject: One last thing, Nimesh
Hi Nimesh,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as you push the digital experience forward, feel free to reach out.
Proof: MHC helps top insurers like Guardian and Allstate manage 25+ years of complex policies while empowering business users to self-service updates · Asset: ULTIMA1.PDF
Nimesh, appreciate you connecting. Sent you a few emails about the Documaker developer bottleneck at National Life and figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off the developer queue and into the hands of business users. Guardian and Allstate both manage decades of complex policy documents this way, with business teams handling updates without waiting on scarce technical talent.
Worth a quick conversation to see if any of this is relevant?
Chris
Marcelle Langan
Director of Digital Marketing
operations · director
active
primary
⏳ pending
influencer
seq 13
step 2/3
📋 UNLOCK1.PDF
Angle: strategic digital growth and system optimization
Hooks: Leadership role at National Life Group directing digital strategy across web, search, and email channels., 20+ years of digital marketing experience, including a successful tenure at Champlain College leading redesign and replatforming initiatives., Direct interest in optimizing systems and using data-driven insights to improve connection with people.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at National Life
Hi Marcelle,<br><br>Chris here from MHC Automation.<br><br>Given your role in digital marketing at National Life, I wanted to ask about something that comes up a lot at life and annuity carriers pushing toward digital distribution. When your team needs to update a customer-facing document, does that still require going through IT and waiting on a developer to make the change?<br><br>It's a question worth asking because a lot of insurers we talk to are moving fast on the digital side, but the document layer hasn't kept up. Policy communications, renewal notices, welcome kits, things that need to reflect the current brand or a regulatory update, still sitting behind an IT ticket queue. That friction tends to show up at the worst times.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Marcelle,<br><br>Following up on what I sent about document template changes.<br><br>One thing I should have included: the pattern we see at insurers running toward digital-first distribution is that the document production layer becomes the bottleneck nobody planned for. A product change or regulatory update gets approved, and then it sits while a developer finds time to touch the template.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. I'll be honest, I don't have a single insurance case study with a hard metric to share. But the pattern is consistent: the insurer moves to MHC NorthStar CCM, the compliance or marketing team starts managing templates directly, and the wait disappears. Changes happen the same day.<br><br>For a carrier focused on no-touch digital policy distribution, that kind of speed on the document side matters. Your member base is large enough that a slow change cycle has real downstream effects on policyholder experience.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Marcelle
Hi Marcelle,<br><br>Sent you a couple of notes about document infrastructure at National Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the digital roadmap moves forward, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to manage 25+ insurers, achieving Aspire #1 mid-market status. · Asset: UNLOCK1.PDF
Marcelle, good to have you in the network.
Sent you a few emails about the IT dependency piece on template changes, so you've got some context on what we do. At MHC we help insurers move document ownership to the business side so your team isn't waiting on a developer queue every time something needs updating. Guardian and Allstate both use MHC to manage communications across their carrier portfolios, which is part of how they've landed top mid-market rankings with Aspire.
If any of this lands, feel free to reach out whenever.
Chris
Christopher Tanguay
Director Infrastructure Engineering and Delivery
engineering · director
active
primary
⏳ pending
decision_maker
seq 10
step 2/3
📋 ULTIMA1.PDF
Angle: IT infrastructure leadership and Documaker developer scarcity
Hooks: 9+ year tenure leading infrastructure at National Life Group, Current role overseeing engineering and delivery at the Montpelier headquarters, Oracle Documaker stack context coupled with recent IT Governance hiring signals
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at National Life
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role leading infrastructure engineering at National Life, I wanted to ask about something that comes up a lot with teams your size. Does managing document template changes still run through developers, or has your team found a way to hand that off?<br><br>The reason I ask: life and annuity carriers running digital distribution at scale tend to hit the same wall. Policy documents, application confirmations, disclosure packets, anything that touches the policyholder journey, those templates require someone who knows the underlying system to touch them. When that person is busy or gone, the queue backs up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Christopher,<br><br>Following up on what I sent about the developer dependency piece.<br><br>We work with insurers where the pattern looks like this: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC NorthStar CCM. Across those accounts and 60+ others, what we see consistently is that the insurer moves over, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a carrier pushing toward no-touch digital policy distribution, that matters. When a disclosure requirement changes or a new product launches, the people who own the content make the update. The ticket never gets written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One last thing, Christopher
Hi Christopher,<br><br>Sent you a couple of notes about the document infrastructure piece at National Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
Appreciate you connecting, Christopher. Sent a few emails your way over the past few weeks about the IT dependency piece on template changes, so figured LinkedIn was worth a shot.
At MHC we help insurers shift document ownership to the business side so developer time opens back up for work that actually needs it. Guardian and Allstate are both running that way now, and we work with 25 or so carriers at this point.
Given what developer hiring looks like right now at National Life, this might be relevant or might not. If any of this lands, feel free to reach out whenever.
Chris
Manoj Jain
Senior Solution Architect | Director
engineering · director
active
primary
– none
decision_maker
seq 19
step 1/3
📋 GUC3E41.PDF
Angle: architectural modernization and legacy decommissioning
Hooks: Your track record of creating application integration architectures to decommission major legacy applications while scaling SaaS platforms., National Life Group's recent Datos Insights IT Practice Innovation Award for synthetic data and AI-driven quality engineering., The promotion of Brenna Allmon to Senior Print Systems Analyst, specifically focused on Agile Documaker development.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer + no-touch distribution
Hi Manoj,<br><br>Chris here from MHC Automation.<br><br>Given your work on solution architecture at National Life Group, I wanted to ask about something that comes up a lot as carriers push toward no-touch digital policy distribution. When a policy document or correspondence template needs to change, does that still require a developer to go in and make the update, or has your team found a way to hand that off to the business side?<br><br>The reason I ask is that most architecture modernization efforts get the application layer right but the document production layer stays stuck. A compliance or ops team spots an issue in a policy notice or disclosure, and it still becomes an IT ticket. That gap tends to slow down the no-touch vision more than people expect.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that developer dependency from your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Manoj,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> manage over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by enabling their business users to handle template changes directly, without routing every update through IT.<br><br>For a carrier your size with your member base, that kind of setup matters especially when a state regulatory change hits and the updated policy notice or disclosure has to go out fast. On most legacy document systems, that's still a developer project. Your compliance team identifies the change, writes up the requirement, and then waits.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with controls in place, and it goes out the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT architecture simplification and removing the developer bottleneck for template changes.
Subject: One last thing on doc infrastructure
Hi Manoj,<br><br>Sent you a couple of notes about the document infrastructure piece at National Life Group. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your no-touch distribution roadmap, feel free to reach out.
Proof: MHC NorthStar helped Allied Benefits eliminate a $4/document cost while managing over 1M communications, specifically by enabling business users to handle document composition without deep IT intervention. · Asset: GUC3E41.PDF
Appreciated the connection, Manoj. I sent a few emails over the past couple weeks, mostly around the IT dependency piece and what it costs architecturally when template changes stay stuck in developer queues.
At MHC we help insurers move that ownership to the business side. Allied Benefits got there too, eliminating a $4 per document cost across more than a million communications once their teams could handle composition without routing everything through IT.
Given your architecture background at National Life, figured this channel might be a better place to have that conversation.
If any of this lands, feel free to reach out whenever.
Chris
Desjardins
desjardins.com
· insurance
· Levis, CA
North America's largest financial cooperative offering comprehensive banking, insurance, and investment services.
Bienvenue sur la page officielle de Desjardins. En tant que groupe financier coopératif contribuant au développement des communautés, nous accompagnons nos membres et clients dans leur autonomie financière.
LinkedIn headcount: 43,623
Corroborated by internal specialist role (Yvan Audet) and legacy system footprint within Desjardins Group's cooperative infrastructure.
Tier 1 score 70
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Oracle Documaker ⭐
HIGH
HG Insights
Strategic Initiatives
- Finalizing $1.67B acquisition of Guardian Capital Group to double wealth management platform
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: regulatory_pressure
Sub-vertical: Diversified Financials
Awareness: stage_2
Scale: mega — members and clients 10,000,000
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections, portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- leadership_change: Denis Dubois took office as the new President and CEO of Desjardins Group
- succeeding Guy Cormier.
- leadership_change: Daniel Grossi appointed as Executive Vice-President for Information Technology
- previously Chief Technology
- Operations and Enterprise Architecture Officer.
- +1 more
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
Primary vendor detected: Oracle Documaker
All vendors: Oracle Documaker
False
Contacts (30)
completed: 30
0 active · 0 🔗
Craig Dion
Directeur, Services aux membres
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 26
step 0/3
📋 CSFIN1.PDF
Angle: document_operations_heritage
Hooks: 10-year tenure at Xerox as Document Advisor and Account Operations Manager, Recent promotion to Directeur, Services aux membres in Sep 2025, Responsibility for member services at Caisse Vallée de la Matapédia
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Desjardins
Hi Craig,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing member services at Desjardins, I wanted to ask about something that comes up a lot at cooperative financial groups your size. Does updating member-facing documents still require going through a developer who knows the system, even for straightforward template changes?<br><br>At organizations running older document platforms, that dependency tends to create a backlog. A compliance update, a disclosure change, a new product communication — each one becomes an IT project instead of a same-day fix. With Desjardins serving millions of members across banking, insurance, and wealth, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on specialized developers for routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker developer scarcity making template updates for member statements a bottleneck
Hi Craig,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and complex SWIFT messages. At that volume and complexity, they needed business teams to manage template changes without routing every update through a developer.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team handles the change directly, with approval workflows built in. IT stops being the bottleneck on day-to-day document updates.<br><br>With the Guardian Capital acquisition in progress, Desjardins is about to double the wealth management platform. More clients, more document variants, more regulatory touchpoints across provinces. That's a rough time to be waiting on a developer queue for every template update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern CCM alternatives like NorthStar to eliminate IT dependency rather than defaulting to complex Oracle upgrades
Subject: One last thing, Craig
Hi Craig,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Guardian Capital integration ramps up, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT reports, similar to Desjardins' mega-scale needs · Asset: CSFIN1.PDF
Appreciated the connection, Craig. Sent you a couple of emails about the developer bottleneck on Documaker template updates for member statements, so you have some context on where I was coming from.
At MHC we help organizations like Desjardins move that kind of template ownership off the developer queue and to the business side. HSBC ran a similar play across 100-200 templates including complex SWIFT reports, which gives you a sense of the scale we work at.
Happy to reconnect here if the timing ever works.
Chris
Hicham Benkirane
Director, Compliance and Risk Management
operations · director
completed
primary
– none
🔥 Opted Out
● unknown
in Hicham Benkirane
decision_maker
seq 21
step 0/3
📋 CSFIN1.PDF
Angle: compliance-led CCM modernization
Hooks: Directorship of Compliance and Risk Management at Desjardins Ontario, Leadership of a 13-professional team overseeing AML and internal controls, Focus on reducing operational risks by 50% through framework enhancements
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Desjardins
Hi Hicham,<br><br>Chris here from MHC Automation.<br><br>Given your role in compliance and risk at Desjardins, I wanted to ask about something that comes up a lot at organizations your size. When a regulatory requirement changes, does updating the customer-facing documents that reflect that change still require going through IT and waiting on a developer?<br><br>At a group as large as Desjardins, with millions of members and a document environment that spans insurance, banking, and wealth management, that wait can be the difference between compliant and non-compliant on a hard deadline. When the business side can't make the change directly, compliance becomes a developer scheduling problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit on the compliance documentation side. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change
Hi Hicham,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both had the same problem your team likely has: a compliance change means a ticket, a queue, and a wait.<br><br>What changed for them is that the compliance team started handling template updates directly. IT sets the guardrails, but the people who know what the document needs to say are the ones making the change. When a regulatory deadline hits, the update happens the same day.<br><br>With Desjardins doubling its wealth management footprint through the Guardian Capital acquisition, the document side of that integration is going to get complicated fast. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Hicham
Hi Hicham,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Hicham, glad you connected.
Sent you a few notes over email about the IT ticket bottleneck on template changes. At MHC we help financial services teams move that ownership to the business side so compliance updates don't sit in a developer queue. ING Poland made that shift across around 600 templates and cut the dependency significantly.
Given your compliance remit at Desjardins, that friction point tends to show up in places that matter, like regulatory document updates that need to move fast.
Worth a quick conversation to see if any of this is relevant?
Chris
Johanne Duhaime
Senior Executive Vice-President, Technology and Organizational Performance
engineering · c_level
completed
primary
– none
🔥 Opted Out
decision_maker
seq 22
step 0/3
📋 GUC3E41.PDF
Angle: strategic oversight of technology transformation and recent group expansion
Hooks: Leadership of technology and organizational performance for Desjardins Group, overseeing 5,000+ employees., Integration of recent acquisitions like Guardian Capital Group and The Insurance Company of Prince Edward Island., Public commitment to digital inclusion and leveraging technology to improve member lives as emphasized in recent 2025/2026 statements.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure, Desjardins
Hi Johanne,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology transformation at Desjardins, I wanted to ask about something that comes up a lot with organizations your size. Is the document production layer keeping up with the rest of your modernization roadmap, or is it one of those things that keeps getting deprioritized because only a handful of developers know how to touch it?<br><br>At the scale Desjardins operates, with millions of policyholders and a growing wealth management platform, that dependency gets expensive fast. A regulatory change or a product update means someone has to find the right developer, understand the right system, and queue up the change. Everything else waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to where you're focused right now. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Johanne,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting the business side directly involved in template management.<br><br>The shift was straightforward. Their ops team stopped waiting on IT for every change. When a disclosure requirement updated or a plan variation needed a new notice, the people who owned the content made the change directly, with controls in place. IT stopped being the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>With the Guardian Capital acquisition closing and your wealth management platform doubling in size, that kind of flexibility matters. More products, more client communications, more regulatory surface area. Changes need to happen fast without creating a backlog.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Johanne
Hi Johanne,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as Desjardins scales post-acquisition, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Johanne, saw you accepted the connection and figured LinkedIn was worth a try since the emails didn't spark anything.
At MHC we help insurers move template ownership off IT queues to the business side. The IT dependency piece I mentioned in those notes is something we see a lot at organizations running document changes through developer backlogs. Optum moved 200+ templates off that kind of queue across their BCBS and Humana lines, which is roughly what I had in mind for Desjardins.
Happy to reconnect here if the timing ever works.
Chris
Jacques Laurin
General Manager
operations · c_level
completed
primary
– none
🔥 Opted Out
influencer
seq 37
step 0/3
📋 CSFIN1.PDF
Angle: strategic oversight of Caisse growth and operational modernization
Hooks: Directeur général since 2018 at Caisse Desjardins Granby-Haute-Yamaska, Overseeing $10.4B business volume and recent 13% asset growth reported in March 2026, Leading digital accessibility initiatives like the partnership with Ville de Granby for the aquatic centre
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Desjardins
Hi Jacques,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Desjardins, I wanted to ask about something that comes up a lot at cooperative groups your size. Are template changes for policyholder and member-facing documents still going through IT, waiting on a developer who knows the underlying system?<br><br>At your volume, that bottleneck adds up fast. A regulatory change hits, a compliance team flags an update, and the ticket sits in a queue. The people who know what the document should say can't touch it. The developer who can is already stretched.<br><br>With the Guardian Capital acquisition closing and your wealth management footprint doubling, I'd imagine the document side of that integration is going to put real pressure on whoever owns that infrastructure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Oracle Documaker dependency creating developer scarcity and IT bottlenecks ($150K+ per dev) for template changes.
Hi Jacques,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that's relevant here: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both of them got to a place where their compliance and operations teams handle template changes directly, without routing every update through a developer.<br><br>With Desjardins growing into wealth management at scale, the number of document variants only goes up. Policy documents, investment disclosures, regulatory notices across two languages and multiple provinces. Each one needs to be accurate, compliant, and out the door fast. That's hard when a specialist is the only person who can open the template.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to bypass the shrinking Oracle Documaker developer pool and eliminate the legacy blockade on the 2026 DT roadmap.
Subject: One last thing, Jacques
Hi Jacques,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Guardian Capital integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) scaled document operations with MHC. · Asset: CSFIN1.PDF
Appreciate you connecting, Jacques. Sent you a few emails about the document infrastructure gap in the modernisation work, so good to have another channel.
At MHC we help insurers move template ownership off developer queues and onto the business side. ING Poland did this across roughly 600 templates and got document operations running without the IT dependency.
Given the Documaker setup at Desjardins, that bottleneck on template changes tends to compound fast when developer time is at a premium.
If any of this lands, feel free to reach out whenever.
Chris
Valérie Lavoie
Executive Vice-President, Property and Casualty Insurance
executive · c_level
completed
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📋 GUC3E41.PDF
Angle: strategic growth through M&A and digital-first omnichannel modernization
Hooks: Recent Guardian Capital Group acquisition integration, Leadership in the 125th anniversary digital transformation initiative, Vision for 'omnichannel' member communications following the Prince Edward Island acquisition
posture: peer CTA: soft type: problem_first
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Subject: Desjardins document ops + Guardian
Hi Valérie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading P&C at Desjardins, I wanted to ask about something that comes up a lot when insurers are scaling through acquisition. When you're absorbing a book of business the size of Guardian Capital, does the document layer ever become the bottleneck, specifically the part where policy documents, declarations, renewal notices, and client correspondence all have to get reconciled across platforms?<br><br>At your volume, that's millions of policyholder touchpoints that need to reflect the right entity, the right product, the right regulatory language. On legacy document systems, every template change is a developer project. That slows down integration timelines in ways that don't show up on the deal model.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction on the document side of your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: C-suite risk: developer scarcity for legacy Documaker systems creates a strategic bottleneck for M&A integration speed.
Hi Valérie,<br><br>Following up on what I sent about the document layer and your acquisition work.<br><br>One example I should have included: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types after a similar integration push. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut production cycles from 2.5 weeks to 2 days.<br><br>The reason that was possible is that their compliance and ops teams could make template changes directly, without waiting on a developer who knows the legacy system. When a regulatory change hits across multiple jurisdictions, or a new product line needs its own document variants, the wait disappears.<br><br>With Desjardins absorbing Guardian's wealth platform on top of existing P&C scale, that kind of flexibility matters. Declarations pages, policy notices, client correspondence across millions of policyholders, all of that has to stay accurate and compliant while the integration is still in motion.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational risk: modernizing document operations is the missing piece for achieving the promised 'omnichannel' customer experience.
Subject: One resource before I go quiet
Hi Valérie,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the Guardian integration moves forward, feel free to reach out.
Proof: Optum (BCBS/Humana) successfully modernized 200+ complex templates, achieving a 2.5-week to 2-day production cycle. · Asset: GUC3E41.PDF
Valérie, good to be connected.
I sent a few emails recently about the developer scarcity risk on legacy Documaker systems and how that creates drag on integration timelines. At MHC we help insurers move template ownership off the IT queue so the business side can move without waiting on scarce developer capacity.
Optum worked through something similar, modernising over 200 complex templates and cutting production cycles from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Chris
Fakhri Chaffai
Directeur Expérience membre et client et Soutien aux opérations
operations · director
completed
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📋 GUASP3.PDF
Angle: strategic_alignment
Hooks: New role as Directeur Expérience membre et client (March 2025), Alignment with Denis Dubois's 2026 digital transformation roadmap, Experience in SI project piloting and operational support
posture: peer CTA: soft type: problem_first
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Subject: Document templates + Desjardins growth
Hi Fakhri,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing member and client experience at Desjardins, I wanted to ask about something that comes up a lot at cooperative financial groups your size. When a regulatory change or a new product rolls out across your insurance and wealth lines, does updating the customer-facing documents still require going through a developer to get it done?<br><br>At organizations with millions of members across banking, insurance, and wealth, that bottleneck tends to show up fast. One change to a notice or disclosure means an IT ticket, a queue, and a wait — while the ops and compliance teams sit on their hands.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue and into the hands of the people who actually own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Fakhri,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their teams manage that volume without routing every change through a developer.<br><br>With Desjardins doubling its wealth management platform through the Guardian Capital acquisition, the number of client-facing documents across your combined entity is going to grow. Statements, disclosures, notices — each one tied to a different product line, a different regulatory requirement, potentially a different system of record. On most legacy document platforms, that means more developer dependency, not less.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One more thing, Fakhri
Hi Fakhri,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the Guardian Capital integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: GUASP3.PDF
Fakhri, saw you connected and wanted to say hi properly.
Sent you a few emails recently about the IT dependency piece I mentioned around template management. At MHC we help financial services teams move that ownership away from developer queues and over to the business side. HSBC made that shift across a few hundred templates and it changed how fast their ops team could respond to member-facing changes.
Given your scope at Desjardins across member experience and operations, that dynamic tends to matter.
Worth a quick conversation to see if any of this is relevant?
Chris
Francine Côté
Chair of the Board
engineering · c_level
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📋 GUASP3.PDF
Angle: strategic IT governance and merger integration
Hooks: Your CISA background and role as Chair at Caisse Desjardins Ontario, The March 2026 merger of member caisses following the 2020 consolidation, Desjardins Group's 2025 surplus earnings of $3.8 billion highlighting scale
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: developer_scarcity
—
Reframe: legacy blocking modernization
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: GUASP3.PDF
—
Di-Thai Hua
Executive Vice-President, Operations
operations · c_level
completed
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seq 27
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📋 CSFIN1.PDF
Angle: strategic operational risk and document volume complexity
Hooks: your oversight of enterprise-wide operations at Desjardins during the recent credit card platform migration delays, the upcoming fund mergers which will necessitate high-volume, compliant regulatory disclosure updates, your focus on operational agility across the Caisse network to support modern member experiences
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Desjardins
Hi Di-Thai,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Desjardins, I wanted to ask about something that comes up a lot at financial groups your size. With millions of policyholders and members across banking, insurance, and wealth, does updating customer-facing documents still require going through a developer every time a change is needed?<br><br>At organizations running older document platforms, that dependency adds up fast. A regulatory notice needs new language. A disclosure has to be updated before a deadline. Someone opens a ticket, waits for a developer who knows the system, and the change that should take an hour takes two weeks. At your volume, that wait compounds across every product line.<br><br>The Guardian Capital acquisition is also on my radar. Doubling your wealth management platform means more client report types, more compliance documents, more template variants. That complexity lands somewhere, and it usually lands on the team that owns the infrastructure.<br><br>We work with 60+ insurance and financial organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Di-Thai,<br><br>Following up on what I sent about document change cycles and the operational load that comes with scaling a platform like yours.<br><br>A few proof points worth sharing. ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. HSBC runs 100 to 200 trade document templates for letters of credit, guarantees, and SWIFT messages.<br><br>The common thread: in each case, the business team handling compliance or client communications took over day-to-day template changes. IT stopped being the bottleneck. Changes that used to take weeks happened the same day, with approval workflows built in so nothing goes out without the right sign-off.<br><br>For an organization absorbing a major wealth management acquisition, that matters. New report types, new regulatory requirements, new client document variants. If every change routes through a developer queue, the backlog starts before you finish the integration.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508 and the risk of technical debt in high-stakes regulatory document workflows
Subject: One last thing, Di-Thai
Hi Di-Thai,<br><br>Sent you a couple of notes about document operations at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Guardian integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Good to have you in my network, Di-Thai.
I sent a few emails your way over the past few weeks around the IT ticket bottleneck on template changes and the legacy document layer slowing down broader roadmap work at Desjardins. At MHC we help organisations move template ownership to the business side so every change stops routing through a developer queue. ING Poland made that shift across roughly 600 templates and cut the cycle time significantly.
Not sure how much of that landed given everything on your plate at the EVP level. Worth a quick conversation to see if any of this is relevant?
Chris
Félinie Després
Communications Director, Business Sectors and Support Functions
operations · director
completed
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📋 CSFIN1.PDF
Angle: M&A communication strategy and legacy technical debt
Hooks: Experience leading communications for business sectors and support functions at Desjardins., Potential impact of the March 2026 merger with 11 member caisses on member communication workflows., Current reliance on Oracle Documaker for complex banking disclosures and statements.
posture: peer CTA: soft type: problem_first
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Subject: Desjardins + Guardian acquisition
Hi Félinie,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing communications across business sectors at Desjardins, I wanted to ask about something that tends to surface during large acquisitions. When Guardian Capital's communications infrastructure gets folded in, does your team have a clear path to standardizing policyholder and member documents across both organizations without it becoming a multi-year IT project?<br><br>At Desjardins' scale, that usually means thousands of document templates across insurance, wealth, and banking all pulling from different systems. When a regulatory update hits or a brand change needs to roll out, someone has to touch each one. On most legacy document platforms, that's a developer project, not a communications project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without adding to the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait times and developer scarcity for Documaker template changes ($150K+ per dev).
Hi Félinie,<br><br>Following up on what I sent about the document workflow piece.<br><br>One example that felt relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. At that volume and complexity, the requirement was that compliance and ops teams could make changes directly without routing everything through a developer. Separately, Praemium generates about 3 million reports a year across 35 report types for tax and performance reporting.<br><br>The reason I bring those two up is that both situations involve a large, diverse document environment where the bottleneck wasn't headcount. It was access. The people who needed to make changes couldn't touch the system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your communications team can update templates directly, with approval workflows built in, so changes happen the same day instead of sitting in a queue.<br><br>With the Guardian acquisition closing, you're likely looking at a significant increase in document complexity across wealth management alone. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Operational bottleneck where business users can't self-service compliance/regulatory updates like Reg B or KYC.
Subject: One last thought, Félinie
Hi Félinie,<br><br>Sent you a couple of notes about document workflows at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point during the integration, feel free to reach out.
Proof: HSBC managed 200+ templates and SWIFT reporting, while Praemium scaled to 3M reports annually. · Asset: CSFIN1.PDF
Félinie, appreciated you connecting. I sent a few emails recently about the IT ticket bottleneck on template changes, so wanted to reach out here too.
At MHC we help insurers move Documaker template ownership off developer queues and to the business side. HSBC got there managing 200+ templates without routing every change through a dev. Given you're overseeing communications across business sectors, that ownership question probably sits close to your team.
If any of this lands, feel free to reach out whenever.
Chris
Yvan Marcoux
Directeur Principal, Architecture d'Entreprise
engineering · director
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📋 CUSTOM1.PDF
Angle: enterprise architecture alignment with 2026 digital transformation goals
Hooks: Your 13-year tenure across Desjardins' technology and enterprise architecture functions, Desjardins' strategic push for 2026 digital modernization led by Daniel Grossi, Managing complexity across mega-scale document outputs like statements and 1099s within the banking architecture
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Desjardins
Hi Yvan,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Desjardins, I wanted to ask about something that comes up a lot at financial groups your size. Is document template management still sitting with developers on your team, or has that moved to the business side?<br><br>At the scale Desjardins operates, with millions of policyholders across insurance, banking, and wealth management, the document layer tends to become a quiet bottleneck. A compliance change, a regulatory notice, a policy document update, and suddenly it's an IT project. That queue adds up fast when you're running multiple lines of business.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Yvan,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>Two examples that might be relevant. HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages, without adding developer headcount to manage them. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance through the same approach.<br><br>In both cases, the business side handles template changes directly. When a regulatory requirement shifts, the people who know what the document needs to say make the update. IT stops being the path every change has to travel through.<br><br>With Desjardins closing the Guardian Capital acquisition and doubling the wealth management platform, the document layer is going to inherit a lot of new complexity. More plan types, more regulatory variants, more template volume. That's a harder problem to solve if a developer has to be in the loop for every change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification and removing IT as the bottleneck for template changes
Subject: One last note, Yvan
Hi Yvan,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't the right priority right now, no problem at all. Happy to reconnect whenever it makes sense.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) scaled their CCM without increasing developer headcount · Asset: CUSTOM1.PDF
Yvan, glad we're connected. I sent a few emails recently about the IT dependency piece I mentioned, getting document changes off the developer queue specifically. Didn't want to just let this sit.
At MHC we help financial institutions move template ownership to the business side so IT isn't the bottleneck on every change. ING Poland scaled across roughly 600 templates without adding developer headcount, which tends to resonate with architecture teams managing that same pressure.
Worth a quick conversation to see if any of this is relevant?
Chris
Nishant Raizada
Managing Director, Technology & Innovation Banking
operations · vp
completed
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📋 CSFIN1.PDF
Angle: M&A innovation leadership
Hooks: your recent work with the U of T Startup Prize and the March 23rd session on financial foundations for tech founders, your perspective on specialized financing for SaaS and tech firms, especially as Desjardins expands its Ontario footprint, the recent merger of 11 member caisses in Ontario and the $3.8 billion surplus earnings which create a massive mandate for modernization
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure post-acquisition
Hi Nishant,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Technology and Innovation at Desjardins, I wanted to ask about something we see come up a lot when financial institutions are scaling through acquisition. When you bring a platform like Guardian Capital into the fold, does the document layer become one of those things that slows everything down because every template change still requires a developer to touch it?<br><br>At your volume, that bottleneck gets expensive fast. New plan types, updated regulatory disclosures, rebranded client-facing documents across wealth management and insurance lines. If the people who know what those documents should say can't update them without filing an IT ticket, the delay adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Nishant,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. HSBC runs 100 to 200 trade document templates for letters of credit, guarantees, and SWIFT messages. Both organizations had the same problem: compliance and operations teams knew exactly what the documents needed to say, but they couldn't make the change without pulling in a developer.<br><br>With MHC, the compliance team makes the change directly, with approval workflows built in. IT stops being the bottleneck on day-to-day template updates.<br><br>That matters especially when you're integrating a new wealth management platform and suddenly have twice the document volume, twice the regulatory surface area, and the same developer headcount.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document ops
Hi Nishant,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Guardian Capital integration moves forward, feel free to reach out.
Proof: ING Poland (~600 templates) and HSBC (100-200 templates, SWIFT integration) · Asset: CSFIN1.PDF
Nishant, appreciated the connection.
Sent you a few emails recently around getting document changes off the developer queue. At MHC we help financial institutions move template ownership to the business side so IT isn't the bottleneck on every update. ING Poland did this across around 600 templates, and HSBC ran a similar move with SWIFT integration in scope. Both got template changes out of the ticket queue without a rebuild of the underlying infrastructure.
Given what you're working on at Desjardins, may or may not be relevant. If any of this lands, feel free to reach out whenever.
Chris
Renee Chevalier
Director, Operations & Customer Experience
operations · director
completed
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📋 UNLOCK1.PDF
Angle: M&A operational complexity and customer experience integration
Hooks: Leadership in Operations & Customer Experience at Desjardins/Certas, Managing the integration of acquired entities like Guardian Capital and ICPEI into standard document workflows, Focus on streamlining declarations and renewals amidst high-surplus growth years
posture: peer CTA: soft type: problem_first
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Subject: Desjardins doc ops post-acquisition
Hi Renee,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations and customer experience at Desjardins, I wanted to ask about something that comes up a lot when insurers are scaling through acquisition. When a policy change or regulatory update needs to go out, does updating the customer-facing documents still require an IT ticket and a wait?<br><br>At your volume, that wait compounds fast. Declarations pages, renewal notices, policy correspondence across banking, insurance, and wealth, all pulling from different systems. When you're integrating a new platform like Guardian Capital into the mix, every document template that touches a new data source becomes a developer project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the friction between a business change and the document that has to reflect it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change
Hi Renee,<br><br>One more thought on the document ops piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across Intact, Allstate, Acuity, and others. The insurer moves to MHC NorthStar CCM, the compliance team starts managing templates directly, and the IT ticket queue for document changes stops growing.<br><br>That matters a lot during an integration. When you're absorbing Guardian Capital's wealth management book, some of those client-facing documents, statements, disclosures, policy correspondence, are going to need to reflect Desjardins branding and regulatory language. On most legacy document platforms, that's a developer project every time. Compliance identifies the change, writes the ticket, waits.<br><br>What MHC does differently is remove the developer from the day-to-day change path without removing the controls. The people who know what the document should say can make the change directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Renee
Hi Renee,<br><br>Sent you a couple of notes about document ops at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction during the Guardian Capital integration, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Renee, good to be connected. I sent a few emails over the past couple of weeks about the IT ticket bottleneck on template changes, so I won't rehash all of that here.
At MHC we help insurers move document ownership off the developer queue and to the business side. Companies like Intact and Acuity have used that shift to get template changes done in hours rather than waiting on IT capacity.
Given what you're overseeing across ops and customer experience at Desjardins, it seemed worth a direct note. Worth a quick conversation to see if any of this is relevant?
Chris
Dina Giorgi
Senior Advisor, Personalized Communications, Marketing
operations · manager
completed
primary
– none
🔥 Opted Out
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seq 38
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📋 UNLOCK1.PDF
Angle: agile renewal content ownership
Hooks: Experience in agile squads managing policy renewal communications for both email and paper channels across Desjardins brands., 14-year tenure at Desjardins General Insurance Group (DGIG) and Certas, including key involvement in the State Farm Canada acquisition and transition., Recent promotion in Dec 2023 to Senior Advisor for Personalized Communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Desjardins
Hi Dina,<br><br>Chris here from MHC Automation.<br><br>Given your role in personalized communications at Desjardins, I wanted to ask something that comes up a lot at insurers your size. When your team needs to update customer-facing documents like renewal notices or policy correspondence, does that change go through IT, or does your team own it directly?<br><br>At organizations with millions of policyholders, that dependency adds up fast. A regulatory tweak, a brand update, a product change tied to the Guardian Capital acquisition — each one becomes an IT project with a queue and a wait, even when your team knows exactly what the document should say.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get more direct control over customer communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Dina,<br><br>Following up on the document ownership piece I mentioned.<br><br>One example worth sharing: Acuity Insurance moved their policyholder communications onto MHC and their marketing and compliance teams started managing templates directly. The IT ticket never gets written because it doesn't need to. Changes happen the same day.<br><br>That matters especially when you're integrating a platform at the scale of the Guardian Capital acquisition. New product lines, new client segments, new document requirements — if every template change routes through a developer queue, the comms side of that integration slows down regardless of how fast everything else moves.<br><br>That's what MHC NorthStar CCM does differently: your communications team handles updates within controls IT sets, without waiting on someone who knows the legacy system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Documaker: All=compliance/508.
Subject: One last thing, Dina
Hi Dina,<br><br>Sent you a couple of notes about document ownership at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Dina, glad you connected. I sent a few emails recently about the Documaker dependency piece, specifically the IT ticket wait every time a template needs to change. Didn't want to just let this sit in the inbox.
At MHC we help insurers move that template ownership to the business side. Intact and Allstate are both running on it now, and we're live with 25+ insurers overall.
If any of this lands, feel free to reach out whenever.
Chris
Marilyn Horrick
Senior Vice President, Market Growth, Brand Expansion and Partner Relations
operations · vp
completed
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📋 CSFIN1.PDF
Angle: market expansion strategy and recent M&A complexity
Hooks: Focus on Desjardins' brand expansion and market growth outside Quebec, Recent merger of Federation des caisses populaires de l'Ontario with 11 member caisses, Strategic goal of maintaining brand consistency during rapid Ontario growth
posture: peer CTA: soft type: problem_first
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Subject: Desjardins + Guardian Capital docs
Hi Marilyn,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing market growth and brand expansion at Desjardins, I wanted to ask about something that comes up a lot when organizations are scaling through acquisition. When you're absorbing a new business like Guardian Capital, does getting unified member communications out the door end up waiting on a developer to update the underlying templates?<br><br>At your volume, that wait has real consequences. Policy documents, welcome kits, regulatory disclosures for new plan members, they all need to reflect the combined entity. But on most legacy document platforms, every template change is an IT project. The business side knows exactly what needs to change and can't touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on communications tied to the Guardian Capital integration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker legacy constraints: IT developer scarcity and technical debt from the Ontario merger slowing down the rollout of unified member communications.
Hi Marilyn,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>We work with financial institutions running complex, high-volume document environments. HSBC manages 100 to 200 templates for trade finance documents through MHC. ING Bank in Poland runs around 600 templates for accessibility and regulatory compliance across their retail banking operation. Both moved away from a model where every template change required a developer and toward one where the compliance or ops team handles it directly.<br><br>That matters especially when you're integrating a new business. Regulatory disclosures, welcome kits, member notices, all of those need to go out accurately and fast. With millions of members across the combined entity, a two-week developer queue for a template update is a real risk.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transitioning from developer-heavy Documaker templates to business-user self-service to ensure regulatory disclosures and welcome kits aren't bottlenecked by IT tickets.
Subject: One last thing, Marilyn
Hi Marilyn,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during the Guardian Capital integration, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting through MHC, while ING Poland optimized ~600 templates for high-scale retail banking operations. · Asset: CSFIN1.PDF
Marilyn, glad we're connected.
I sent a few emails about the document infrastructure gap in the modernisation work, specifically the IT dependency piece that tends to slow down unified communications rollouts after a merger. At MHC we help insurers and financial institutions move template ownership off developer queues and to the business side.
HSBC ran 100-200 complex templates through MHC while ING Poland optimised around 600 templates for high-scale retail operations, so the complexity at Desjardins' scale isn't unfamiliar territory.
Worth a quick conversation to see if any of this is relevant?
Chris
Daniel Grossi
Executive Vice-President, Information Technology
engineering · c_level
completed
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📋 CUSTOM1.PDF
Angle: strategic technical debt & acquisition scaling
Hooks: Current tenure as EVP of IT at Desjardins Group (since 2025 promotion from CTOO), Managing a division of 8,000+ IT staff overseeing infrastructure and enterprise architecture, 2024-2026 M&A expansion following the Guardian Capital Group and Insurance Company of Prince Edward Island acquisitions, Strategic mandate to deliver simple, secure, and stable IT solutions for the entire Desjardins ecosystem
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Desjardins
Hi Daniel,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT at Desjardins, I wanted to ask something that comes up a lot with financial groups your size. With the Guardian Capital acquisition closing, is your document infrastructure built to scale with the new entity, or is that one of those things that's going to require significant developer time to absorb?<br><br>At organizations with millions of policyholders and wealth management clients, document template changes tend to sit in an IT queue longer than anyone wants to admit. When an acquisition doubles your client base, that queue gets worse before it gets better.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes as you bring the two organizations together. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Daniel,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We helped Essilor consolidate their document infrastructure across 30 global locations. They reduced their template library by 60%, cut infrastructure costs by 65%, and went from 25% automated straight-through processing to 98% in three months.<br><br>A lot of that came down to one thing: the people who understand what a document needs to say stopped waiting on developers to make it happen. Changes happen the same day instead of sitting in a queue.<br><br>For a group like Desjardins, absorbing Guardian Capital's client base means your document layer has to flex fast. Policy documents, account statements, regulatory disclosures across two organizations running different systems. That's a significant developer project on most legacy platforms.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in
Subject: One last thing, Daniel
Hi Daniel,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale post-acquisition, feel free to reach out.
Proof: T2_metric · Asset: CUSTOM1.PDF
Hey Daniel, appreciate you connecting.
I sent a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your business teams can move without waiting on a ticket. At MHC we help insurers put that ownership directly on the business side.
Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so Desjardins would be in familiar company.
Happy to reconnect here if the timing ever works.
Chris
Safaa Belahsen
Senior Director, Omnichannel Transformation, Customer Journeys and Transverse Digital
operations · director
completed
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📋 GUC3E41.PDF
Angle: strategic digital roadmap & M&A growth
Hooks: Current focus on Omnichannel Transformation and Customer Journeys at Desjardins., Extensive background in Digital Solutions and Strategy for Desjardins General Insurance Group., Managing digital consistency across recent acquisitions like Guardian Capital and The Insurance Company of PEI.
posture: peer CTA: soft type: problem_first
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Subject: Document layer + Desjardins roadmap
Hi Safaa,<br><br>Chris here from MHC Automation.<br><br>Given your role in omnichannel transformation at Desjardins, I wanted to ask about something we see come up a lot at cooperative financial groups your size. Does every change to a customer-facing document still require a developer to touch the template before it goes out?<br><br>At your volume, that dependency adds up fast. A regulatory update, a new product disclosure, a change in member communication language across insurance and wealth, and suddenly it's a queue, not a workflow. With the Guardian Capital integration ahead, that document layer is going to get a lot more complex before it gets simpler.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for document changes as your transformation roadmap scales. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Safaa,<br><br>Following up on what I sent about the document template piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly without waiting on a developer. When a disclosure requirement shifts, the update happens the same day.<br><br>With Desjardins doubling its wealth management platform through the Guardian Capital acquisition, you're going to be onboarding a new set of client communication templates on top of everything already running across insurance and banking. That's a lot of document variants to manage if the change path still runs through IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Safaa
Hi Safaa,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the Guardian Capital integration moves forward, feel free to reach out.
Proof: Optum managed 200+ templates with high efficiency, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Safaa, appreciate you connecting. Sent you a few notes over email about the document infrastructure gap in the modernisation work, specifically the IT dependency piece. At MHC we help insurers move template ownership to the business side so changes don't sit in developer queues. Optum runs 200+ templates that way without routing through IT, and Natera cut cycle times from two and a half weeks to two days. Given your omnichannel transformation scope, that layer sometimes surfaces as a friction point.
Happy to reconnect here if the timing ever works.
Chris
Jackie Thompson
Director, Claims Legal Department
operations · director
completed
primary
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📋 UNLOCK1.PDF
Angle: M&A expansion and claims quality
Hooks: Ongoing integration of Guardian Capital and The Insurance Company of Prince Edward Island, Focus on Claims Quality Assurance and competency development at Desjardins, Reported $3.8B surplus earnings in 2025 fueling further scouting for growth
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian (Insurance T2) · Asset: UNLOCK1.PDF
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Sarah-Maude Forget
Directrice, Solutions d'interaction numérique, Entreprises
operations · director
completed
primary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: Alignment with 2026 digital modernization roadmap and Documaker transition.
Hooks: Mentioning her role in Solutions d'interaction numérique at Desjardins during a 2026 digital transformation push., Reference to the friction of managing complex statements and regulatory disclosures (1099s, trade confirmations) in Documaker., Scrum Master (PSM) background implies focus on workflow efficiency and removing development blockers.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker dependency on specialized developers slows down the 2026 digital transformation roadmap for member communications.
—
Reframe: Don't just migrate legacy templates to the cloud; empower business users to handle Reg B/KYC/AML changes without IT tickets.
Subject: —
—
Proof: HSBC managed 200+ complex templates and SWIFT reporting with high efficiency. · Asset: CSFIN1.PDF
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Valérie Desroches
Directrice - Expérience membre
operations · director
completed
primary
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📋 CSFIN1.PDF
Angle: document operations and member experience
Hooks: Directorship of Member Experience at Caisse de Granby-Haute-Yamaska, impact of the credit card management system rollout postponement (April 13, 2026) on member communications, the upcoming September 2026 merger of Melodia and Desjardins Portfolios requiring massive document updates
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
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Elynn Wareham
Director of Communications
operations · director
completed
primary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: M&A Document Integration + Documaker Scarcity
Hooks: Recent Guardian Capital Group acquisition (March 2026) likely adding to your Documaker template volume, Your tenure overseeing communications during the acquisition of The Insurance Company of PEI in 2024, Managing multi-channel comms across Desjardins' expanding P&C insurance footprint
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity making it impossible to update declarations and endorsements at the pace of your M&A roadmap.
—
Reframe: Don't let legacy DocOps architecture block the Guardian Capital integration; move template ownership to your business users to bypass the IT ticket queue.
Subject: —
—
Proof: MHC helped Allied Benefits eliminate $4 per document and move from 2.5-week cycles to 2-day turnarounds for member communications. · Asset: GUC3E41.PDF
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Marielle Thériault
Director, AI & Digital Transformation
operations · director
completed
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📋 UNLOCK1.PDF
Angle: strategic AI implementation and modernization
Hooks: 25 years of experience in IT project portfolio management and digital transformation, Recent $3.8B surplus earnings for fiscal year 2025 under CEO Denis Dubois, Integration needs following the Guardian Capital and Insurance Company of Prince Edward Island acquisitions
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency and developer scarcity for document changes
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Reframe: legacy CCM infrastructure blocking the digital transformation roadmap
Subject: —
—
Proof: MHC helps insurers like Guardian and Allstate streamline complex document workflows and eliminate manual document costs. · Asset: UNLOCK1.PDF
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Susan Gratto
VP Retail Operations
operations · vp
completed
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📋 GUASP3.PDF
Angle: Documaker-specific developer scarcity at Desjardins Financial Security Investments
Hooks: Ongoing role as VP Retail Operations at Desjardins Financial Security Investments since 2011, Management of diverse document types including loan packages, regulatory disclosures, and welcome kits, Context of recent Desjardins Group leadership shifts under Denis Dubois and platform rollout delays
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker developer scarcity ($150K+ per dev) causing major delays for Desjardins' critical retail document updates like Reg B/KYC disclosures.
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Reframe: Stop letting legacy technical debt from Documaker block the retail operations roadmap; look at modern alternatives that empower business users.
Subject: —
—
Proof: HSBC managed 100-200 complex templates and SWIFT communications, significantly reducing IT dependency and operational overhead. · Asset: GUASP3.PDF
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Romain Couvet
Directeur Principal, Architecture et Livraison des Services d'Exploitation
engineering · director
completed
primary
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seq 8
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📋 CSFIN1.PDF
Angle: IT Architecture Leadership & Modernization Mandate
Hooks: Role overseeing architecture and service delivery for exploitation services at Desjardins, Directly impacted by the 2026 digital transformation and business modernization mandate cited by CEO Denis Dubois, Responsibility for infrastructure and delivery efficiency in a 'mega' scale environment using Documaker
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Desjardins
Hi Romain,<br><br>Chris here from MHC Automation.<br><br>Given your role leading architecture and service delivery at Desjardins, I wanted to ask about something we see come up a lot at financial groups your size. Does updating policyholder-facing documents still require developer time on your end, or has your team found a way to hand that off to the business side?<br><br>At organizations running older document platforms, the pattern we usually see is that every template change, whether it's a policy notice, a renewal, or a compliance update, still routes through an IT queue. With your scale and the complexity of running banking, insurance, and wealth management under one roof, that dependency can slow things down in ways that compound fast.<br><br>The Guardian Capital acquisition is going to add more document complexity to an already broad portfolio. That kind of growth tends to surface the bottleneck pretty quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the IT dependency on document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Romain,<br><br>One more thought on the architecture dependency piece I mentioned.<br><br>We recently helped HSBC manage 100 to 200 trade document templates, including letters of credit, guarantees, and SWIFT messages, on MHC. ING Bank in Poland runs around 600 templates for accessibility and regulatory compliance through the same platform.<br><br>In both cases, the shift that mattered most was getting developer time out of the day-to-day change path. When a compliance requirement changes, the compliance team makes the update directly. IT sets the rules and the approval workflows, but the ticket never gets written.<br><br>For Desjardins, with millions of policyholders across insurance, wealth, and banking lines, that kind of change speed matters. A regulatory update to a policy notice or disclosure document should not be a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from routine template changes without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck and the risk of architecture lock-in with legacy Documaker developer requirements
Subject: One last thing, Romain
Hi Romain,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Desjardins grows, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) modernization projects · Asset: CSFIN1.PDF
Romain, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting template changes off the developer queue so your architecture teams aren't the bottleneck on every customer communication update.
At MHC we help financial institutions move that ownership to the business side. ING Poland did it across roughly 600 templates, and HSBC ran a similar migration on their SWIFT-related document stack without pulling engineering resources off higher-priority work.
Given the scale Desjardins operates at, figured it might be worth a look.
If any of this lands, feel free to reach out whenever.
Chris
Francois Soupizon
IT Director, Wealth Management Modernization
engineering · director
completed
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seq 6
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📋 GUASP3.PDF
Angle: strategic technical leadership in wealth management IT modernization
Hooks: your focus on merging IT ecosystems and data conversion within wealth management modernization, leadership in providing technology direction to architects and developers at Desjardins, experience overseeing major transformational IT projects across various business lines
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure + Desjardins wealth
Hi Francois,<br><br>Chris here from MHC Automation.<br><br>Given your role leading wealth management IT modernization at Desjardins, I wanted to ask about something that comes up a lot at financial groups your size. With the Guardian Capital acquisition closing, does your team have a clear path for document infrastructure, or is that still dependent on developers who know your current composition environment?<br><br>At $1.67B in new assets and a doubled wealth platform, the volume of client-facing documents grows fast. Statements, portfolio reports, regulatory disclosures, onboarding packages. If every template change still requires an IT ticket and a wait, that friction compounds quickly at your scale.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on the document side without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change due to developer scarcity for Oracle Documaker
Hi Francois,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The reason that matters is the complexity involved, multi-jurisdiction formats, strict regulatory language, high-volume output. Their team got to a point where document changes were a developer project by default, not a business operations task.<br><br>What changed was removing the developer from the day-to-day change path. Their compliance and ops teams handle template updates directly now, with controls in place. When a regulatory requirement shifts, the change happens the same day instead of sitting in a queue.<br><br>For a wealth management integration at your scale, with new plan types, new client segments, and likely new disclosure requirements coming in from the Guardian side, that kind of flexibility matters. That's what MHC NorthStar CCM does differently: it removes the developer dependency without removing the governance layer.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: avoiding architecture lock-in and modernization gaps by moving away from legacy IT-dependent document composition
Subject: One last thing, Francois
Hi Francois,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as the Guardian integration moves forward, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT communications by modernizing their document operations · Asset: GUASP3.PDF
Francois, good to have you in the network.
Sent you a few notes recently about the Oracle Documaker dependency piece at Desjardins, specifically the developer queue sitting between the business and every template change. At MHC we help financial services firms move that ownership to the business side so IT isn't the bottleneck on document updates. HSBC went through something similar, managing 100-200 templates and complex SWIFT communications after modernizing how their document operations actually ran.
Worth a quick conversation to see if any of this is relevant?
Chris
Morgan Genevois
Directeur Principal - Design d'expérience omnicanal
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 17
step 0/3
📋 CSFIN1.PDF
Angle: omnichannel UX leadership & digital transformation mandate
Hooks: Background in UX design and service delivery at Desjardins since 2021, Mandate for omnichannel experience design aligning with CEO Denis Dubois' 2026 modernization roadmap, Oversight of digital delivery layers where legacy Documaker output often creates CX friction
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your omnichannel roadmap
Hi Morgan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading omnichannel experience design at Desjardins, I wanted to ask about something that comes up a lot at financial groups your size. When your team is pushing toward a consistent digital experience across channels, does the document production layer keep up? Or does every template change still route through a developer before anything goes out?<br><br>At organizations running older document platforms, that handoff creates a real drag. A compliance update, a new product communication, a change tied to a wealth management integration — each one becomes a ticket, a queue, a wait. The business side knows what the document needs to say, but can't touch it without IT in the loop. With millions of members across banking, insurance, and wealth, that kind of friction adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that dependency so your experience team can move at the pace your roadmap requires. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Morgan,<br><br>Following up on what I sent about the document layer and your omnichannel roadmap.<br><br>One example that might be relevant: ING Bank in Poland manages around 600 document templates on MHC for accessibility and regulatory compliance. By letting the business side handle template updates directly, they stopped routing every change through a developer. Regulatory updates, formatting changes, compliance language — all handled without an IT ticket.<br><br>That matters especially when you're running a transformation at the scale Desjardins operates. The Guardian Capital acquisition is going to bring new client communication requirements into the fold. If the document composition layer can't flex without a developer in the room, that becomes a bottleneck for the broader experience you're trying to build.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap - document composition as the 'missing link' in the 2026 digital transformation initiative
Subject: One last thing, Morgan
Hi Morgan,<br><br>Sent you a couple of notes about the document layer at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the roadmap moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Morgan, glad we're connected here.
Sent you a few emails about the Documaker piece, specifically the developer dependency that stacks up every time a template change needs to move through an IT queue. At MHC we help financial services teams get that ownership back on the business side. ING Poland moved around 600 templates off a similar setup and cut that cycle down significantly.
Not sure if the timing is right at Desjardins, but happy to reconnect here if the timing ever works.
Chris
Chantal Gaumond
General Management Support Manager
operations · manager
completed
primary
– none
🔥 Opted Out
influencer
seq 29
step 0/3
📋 GUASP3.PDF
Angle: document operational friction linked to major member communication initiatives
Hooks: your role coordinating management support at the Granby-Haute-Yamaska Caisse during complex member outreach (like the 800-member mortgage advisory campaign), the current Desjardins platform delays in credit card management systems, the proposed merger of multiple Desjardins Funds requiring extensive regulatory document updates
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Desjardins
Hi Chantal,<br><br>Chris here from MHC Automation.<br><br>Given your role in operations at Desjardins, I wanted to ask about something we see come up a lot at cooperative financial groups your size. When a document change needs to go out across millions of member communications, does it still require an IT ticket and a wait before anything moves?<br><br>At organizations with your scale, that wait adds up fast. A regulatory update, a product change tied to a new acquisition, a policyholder notice that needs to go out on a deadline. Each one is a developer project before it's a communications project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that friction on the ops side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Chantal,<br><br>Following up on what I sent about document change cycles at Desjardins.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on MHC. HSBC runs 100 to 200 trade document templates for letters of credit, guarantees, and SWIFT messages. In both cases, the business side handles routine template changes directly. IT stops being the bottleneck.<br><br>That matters at your scale. With millions of members across banking, insurance, and wealth management, a single disclosure update or product change can touch dozens of template variants. On most legacy document systems, that's a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>With Desjardins doubling its wealth management footprint through the Guardian Capital acquisition, the volume of member-facing documents is only going up. Worth thinking about before defaulting to an upgrade path that keeps the same bottleneck in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to Oracle's cloud upgrade path without evaluating how business users can handle template changes directly to avoid IT bottlenecks
Subject: One last thing, Desjardins
Hi Chantal,<br><br>Sent you a couple of notes about document operations at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition or template management processes become too much of a friction as Desjardins scales, feel free to reach out.
Proof: ING Poland simplified ~600 templates while HSBC managed 100-200 complex SWIFT/regulatory templates using MHC's business-user centric approach. · Asset: GUASP3.PDF
Chantal, good to be connected.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you have some context already. At MHC we help insurers move template ownership to the business side and off IT queues. ING Poland did this across roughly 600 templates, and HSBC handled 100 to 200 complex regulatory templates the same way, both without routing every change through a developer.
Given what's on Desjardins' plate right now, that layer might be worth a look.
If any of this lands, feel free to reach out whenever.
Chris
Stephane Cloutier
Vice President Information Technology
engineering · vp
completed
primary
– none
🔥 Opted Out
decision_maker
seq 39
step 0/3
📋 CSFIN1.PDF
Angle: IT Resiliency & Modernization Roadmap
Hooks: Transition to VP of Information Technology as part of the management committee restructuring under Denis Dubois, The April 2026 postponement of the new credit card management system rollout due to member feedback on balance displays, Management of document-heavy shifts from the April 2023 mutual fund lineup changes and the Guardian Capital acquisition
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure, Desjardins
Hi Stephane,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at Desjardins, I wanted to ask about something we see come up a lot at financial groups your size. With the Guardian Capital acquisition closing, was wondering if document template management is one of those areas where your team ends up being the bottleneck every time the business side needs a change.<br><br>At your volume, policyholder communications, member statements, insurance notices, those changes touch dozens of templates. And if a developer has to be in the loop for every update, that queue gets long fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and back to the business side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Stephane,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example that might be relevant: ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. When a regulatory requirement changes, their compliance team handles the update directly. The change happens the same day, no IT ticket written.<br><br>That matters especially at Desjardins scale. With millions of members across banking, insurance, and wealth, and now the Guardian acquisition layering in new document workflows, a system where every template change routes through a developer is going to slow things down at the wrong moment.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: No vendor
Subject: One last thing, Stephane
Hi Stephane,<br><br>Sent you a couple of notes about document infrastructure at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Guardian integration moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Hey Stephane, good to be connected.
Sent you a few emails recently about getting document changes off the developer queue at Desjardins. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help financial institutions move template ownership to the business side so IT isn't the bottleneck on every update. ING Poland moved around 600 templates over that way and HSBC did something similar on a smaller scope with their SWIFT communications.
Happy to reconnect here if the timing ever works.
Chris
Billy Boucher
Chief Executive Officer
engineering · c_level
completed
primary
– none
🔥 Opted Out
decision_maker
seq 31
step 0/3
📋 CSFIN1.PDF
Angle: strategic_modernization
Hooks: Leading Caisse Desjardins Ontario to $10B+ in assets through the recent merger of 11 member caisses., Maintaining cooperative values while scaling digital services for 130,000+ members., Navigating legacy system constraints (Oracle Documaker) during the current M&A integration phase.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Desjardins
Hi Billy,<br><br>Chris here from MHC Automation.<br><br>Given your role at Desjardins, I wanted to ask about something that comes up a lot at cooperative financial groups your size. With millions of policyholders and members across banking, insurance, and wealth, does keeping customer-facing document templates current still require going through developers who know the underlying system?<br><br>At your scale, that dependency adds up fast. A regulatory change, a new product disclosure, a brand update after an acquisition — each one becomes a developer project instead of a business-side update. The people who know what the document should say end up waiting on a ticket queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as you scale the wealth management platform. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Billy,<br><br>Following up on what I sent about document template ownership at Desjardins.<br><br>One example that might be relevant: HSBC runs 100 to 200 complex trade document templates on MHC — letters of credit, guarantees, SWIFT messages — without routing every change through a developer. Praemium scaled to 3 million reports a year across 35 report types for tax and performance reporting, same idea.<br><br>The pattern in both cases was the same. The business side started managing templates directly, and the wait for IT went away. Changes happen the same day instead of sitting in a queue.<br><br>With the Guardian Capital acquisition closing, you're likely looking at a significant increase in document volume across wealth management — client statements, portfolio reports, regulatory disclosures. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Billy
Hi Billy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point as you integrate Guardian Capital, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates while Praemium scaled to 3M reports by removing the IT bottleneck. · Asset: CSFIN1.PDF
Hey Billy, appreciated you connecting.
Sent you a few emails recently about the IT dependency piece I mentioned, getting document changes off the developer queue. Figured LinkedIn was worth a try since the emails didn't land.
At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every change. HSBC ran 100-200 complex SWIFT templates through that model, and Praemium scaled to 3M reports once the IT queue was out of the picture.
If any of this lands, feel free to reach out whenever.
Chris
Marie-Huguette Cormier
Executive Vice-President, Member/Client Experience, Cooperation and Human Transformation
other · c_level
completed
primary
– none
🔥 Opted Out
champion
seq 33
step 0/3
📋 CSFIN1.PDF
Angle: strategic oversight of member experience and transformation under new CEO Denis Dubois
Hooks: your 35-year tenure at Desjardins and impact across human transformation and client experience, the recent structural shift at Desjardins Group prioritizing Member/Client Experience alongside Cooperation, the postponed credit card management system rollout and the need for seamless document updates during upcoming Desjardins Fund mergers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Desjardins member comms + transformation
Hi Marie-Huguette,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing member experience and transformation at Desjardins, I wanted to ask about something that comes up a lot at financial groups your size. When your team needs to update member-facing communications, does that still run through IT and wait on a developer?<br><br>At organizations managing millions of member relationships, that dependency creates a real gap. A transformation initiative moves at one speed. The document layer moves at another. Every notice, statement, or disclosure that needs updating becomes a ticket in a queue, and the member experience falls behind what leadership is trying to build.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help close that gap between your transformation pace and what actually reaches members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity slowing the pace of member communication updates during major transformations
Hi Marie-Huguette,<br><br>Following up on what I sent about the document layer piece.<br><br>We recently helped ING Bank in Poland manage around 600 templates for accessibility and regulatory compliance. What made the difference was that their compliance and ops teams could handle template changes directly, without waiting on a developer. Changes that used to take weeks started happening the same day.<br><br>That matters especially at a moment like Desjardins is in right now. With the Guardian Capital acquisition closing and a wealth management platform that's doubling in scale, the volume of client-facing documents is going up significantly. If your team can't update those communications without filing an IT ticket, that gap shows up in the member experience Denis Dubois is trying to build.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy Documaker architectures requiring specialized IT tickets for every statement change, creating a modernization gap in member experience
Subject: One last thing, Marie-Huguette
Hi Marie-Huguette,<br><br>Sent you a couple of notes about the document infrastructure piece at Desjardins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the transformation moves forward, feel free to reach out.
Proof: HSBC managed 100-200 templates across global operations, while ING Poland transformed ~600 templates to streamline member reports · Asset: CSFIN1.PDF
Hey Marie-Huguette, saw you connected and appreciated it.
I sent a few emails recently about the developer bottleneck on member communication updates, especially when you're mid-transformation and every template change is queued behind IT. At MHC we help organisations move that ownership to the business side so the pace isn't set by a developer queue. ING Poland moved through roughly 600 templates to streamline member reporting without that dependency, which is the kind of shift that tends to matter most during large-scale change programmes.
Worth a quick conversation to see if any of this is relevant?
Chris
Benoit Gowigati
Vice-président, Parcours membres et clients omnicanal
operations · vp
completed
primary
– none
🔥 Opted Out
champion
seq 26
step 0/3
📋 CSFIN1.PDF
Angle: omnichannel transformation lead at Desjardins Group
Hooks: Current lead for omnichannel member/client journeys at Desjardins, formerly VP for Center of Excellence Member-Client Services., Spearheaded implementation of AI-powered virtual assistants and voice authentication, showing a focus on modernizing service delivery., Oversees operational excellence for client relations centers across Quebec and Ontario, managing a budget of $400M and 9,000 employees.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker developer scarcity ($150K+) and the shrinking pool of experts causing IT ticket wait times for simple statement or disclosure changes.
—
Reframe: Business-user self-service: Moving template ownership from IT to the business side to eliminate the Documaker bottleneck and accelerate regulatory compliance for Reg B/KYC.
Subject: —
—
Proof: HSBC managed 100-200 complex SWIFT templates with similar scale, while ING Poland optimized ~600 templates for better member experience. · Asset: CSFIN1.PDF
—
WTW
wtwco.com
· fintech_financial_services
· London, GB
Global advisory, broking, and solutions company providing data-driven solutions for people, risk, and capital.
“We transform tomorrows”
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workfo…
LinkedIn headcount: 57,378
Research indicates internal CCM activity (Print Production Director role and document production compliance roles), but no specific legacy vendor (Documaker, PlanetPress, Elixir DPT) was corroborated in recent job postings or public documents.
Tier 2 score 68
Financial Services
5000_plus employees · 1b_plus
Technology & Competitors
.NET
HG Insights
Radar Vision (AI Monitoring)
HG Insights
⚡ Competitor case study found:
DFIN (Donnelley Financial Solutions)
WTW utilized DFIN's ActiveDisclosure for global collaboration on regulatory SEC filings to streamline the preparation and review process across 140 countries.
Strategic Initiatives
- Transformation program focusing on operational efficiency and capital allocation optimization
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management / Retirement Services
Awareness: stage_3
Scale: mid — Master Trust Members (LifeSight UK) 430,000
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- leadership_change: Hazel Rees appointed Global Leader of Work & Rewards
- effective June 1
- 2026.
- leadership_change: Imran Qureshi appointed Global Head of Retirement; Michelle Acciavatti appointed North America Health
- Wealth & Career Leader.
- +6 more
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (10)
completed: 10
0 active · 0 🔗
Vikas Saini
Managing Director, Global Product Leader - Digital Strategy & Innovation
operations · vp
completed
tertiary
– none
influencer
seq 10
step 0/3
📋 GUASP3.PDF
Angle: strategic digital roadmap & product innovation
Hooks: Current focus on Global Digital Strategy and Innovation at WTW, Background in leading multi-million dollar revenue-generating products from the ground up, Direct experience with consumer-grade analytics and big data products
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer & digital strategy, WTW
Hi Vikas,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital strategy and product innovation at WTW, I wanted to ask about something that comes up a lot in transformation programs at firms your size. When you're pushing for operational efficiency across the organization, is the document production layer keeping pace with everything else on the roadmap?<br><br>At mega-scale advisory and brokerage operations, client-facing documents pull from core systems, compliance tools, and multiple data sources. When a regulatory disclosure or reporting format needs to change, it often lands in an IT queue instead of on the desk of the person who actually knows what the document should say. That kind of friction tends to show up late in transformation timelines.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help remove that friction from your operational efficiency work. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: digital_transformation
Hi Vikas,<br><br>One more thought on the document layer piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. The common thread: compliance and ops teams make template changes directly, without routing through a developer. The wait disappears.<br><br>That matters especially in an organization like WTW, where a disclosure update or reporting format change has to propagate across multiple business lines and client segments at scale. On most legacy document platforms, that is still a developer project.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that is the preferred initial step.
Reframe: No vendor
Subject: One resource before I go quiet, Vikas
Hi Vikas,<br><br>Sent you a couple of notes about the document infrastructure piece at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point in your efficiency work, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: GUASP3.PDF
Vikas, appreciated you connecting.
Sent you a few notes over email about the document infrastructure gap in the modernisation work, so didn't want to just repeat that here. At MHC we help FinServ firms move template ownership off IT and onto the business side, which tends to unblock a lot downstream. ING Poland moved roughly 600 templates across that way and the change velocity on customer comms shifted pretty quickly after.
Given your focus on digital strategy at WTW, some of that might resonate, or none of it might be relevant at all.
Worth a quick conversation to see if any of this is relevant?
Rodney
Robert Amadeo
Director, Health and Benefits
operations · director
completed
tertiary
– none
champion
seq 4
step 0/3
📋 GUC3E41.PDF
Angle: document compliance for retirement and health benefits
Hooks: WTW's April 2026 acquisition of FlowStone Partners requiring unified reporting, Focus on ERISA retirement plan compliance and document production mentioned in recent job postings, Scale of managing 60,000+ members on public sector benefit plans
posture: peer CTA: soft type: problem_first
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Subject: Document compliance at WTW
Hi Robert,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing health and benefits at WTW, I wanted to ask about something we see come up a lot at global advisory firms your size. When a compliance requirement changes on an ERISA document or a benefits statement, does your team have to go through IT and wait on a developer to make that update?<br><br>At organizations with your volume, that dependency adds up fast. A regulatory change hits, the ticket gets written, and the compliance team waits. Meanwhile the document going out to plan participants may not reflect the current requirement.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The bottleneck of IT dependencies for every ERISA document or benefit statement change, especially following the FlowStone acquisition.
Hi Robert,<br><br>Following up on what I sent about the compliance update bottleneck.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in manual processing costs by getting the business side involved in template management directly. The compliance team makes changes the same day instead of waiting on IT.<br><br>That matters at WTW's scale, where a single benefit plan change could affect hundreds of employer clients and thousands of plan participants at once.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for document templates to eliminate the developer scarcity issue for retirement plan production.
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document compliance workflows at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex healthcare templates while Allied Benefits eliminated $4/document in manual processing costs. · Asset: GUC3E41.PDF
Hey Robert, appreciate you connecting.
Sent you a couple of emails about the IT dependency piece on ERISA documents and benefit statements, especially with the FlowStone integration adding more complexity to an already crowded queue. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help benefits and insurance teams own their template changes without routing every update through a developer ticket. Optum got there with 200+ complex healthcare templates, and Allied Benefits cut $4 per document in manual processing costs doing something similar.
Worth a quick conversation to see if any of this is relevant?
Rodney
Dermot Sargent
Global Digital Platforms Leader
operations · vp
completed
tertiary
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✉ dermot.sargent@wtwco.com
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📋 CSFIN1.PDF
Angle: strategic platform infrastructure alignment
Hooks: your March 2025 appointment to lead WTW\'s global digital infrastructure and platform optimization, accelerating the rollout of the Broking Platform to connect core technology across Risk & Analytics and Placement, previous role leading Operations and Strategy for Global Placement at WTW
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at WTW
Hi Dermot,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing global digital platforms at WTW, I wanted to ask about something that comes up a lot at organizations your size. With a transformation program focused on operational efficiency, is the document production layer keeping up with everything else you're modernizing?<br><br>At firms running global advisory and brokerage operations at your scale, client-facing documents often pull from half a dozen different systems. When a regulatory disclosure has to go out across multiple geographies, or a report template needs updating, that change usually ends up in someone's IT queue rather than handled by the team that owns the content.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the friction in your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: no_vendor
Hi Dermot,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. At that scale, the teams responsible for compliance and operations handle template changes directly. IT stops being the bottleneck when a disclosure requirement shifts or a new product needs documentation.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>For a transformation program built around operational efficiency, that kind of change usually pays back quickly. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: no_vendor
Subject: One last thing, Dermot
Hi Dermot,<br><br>Sent you a couple of notes about document infrastructure at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction in the transformation program, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Dermot, glad you connected. Sent you a few emails about the document infrastructure gap that can slow down modernisation work, so figured I'd reach out here too.
At MHC we help financial services firms get template ownership off IT and into business hands. ING Poland moved around 600 templates across to that model and it meaningfully reduced the time between decision and deployment.
Given WTW's scope, that handoff problem tends to show up at scale. Worth a quick conversation to see if any of this is relevant?
Rodney
Subhadip Chatterjee
Managing Director, Software Engineering, Spending Accounts
engineering · vp
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📋 CSFIN1.PDF
Angle: Architectural leadership in Spending Accounts and MACH modernization.
Hooks: Leadership of 300+ global engineering org at WTW focused on flagship SaaS FinTech platforms., Spearheading the transition to MACH architecture (Microservices, API-first, Cloud-native, Headless)., Past experience co-founding Acclaris and scaling the Acclaim SaaS platform for reimbursement administration.
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer and your modernization work
Hi Subhadip,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading software engineering for Spending Accounts at WTW, I wanted to ask about something that tends to come up when teams are deep in a MACH modernization effort. Does the document production layer keep pace with the rest of the stack, or does every template change still route through an IT ticket?<br><br>At WTW's scale, that bottleneck adds up fast. When a regulatory disclosure needs updating or a benefits communication has to go out to millions of account holders, waiting on a developer to touch a template in a legacy system creates real drag. Especially when the teams doing the MACH work have bigger problems to solve.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help take document template maintenance off your engineering team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT ticket wait per change
Hi Subhadip,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their ops team manages those templates directly now. The engineering queue stopped being the path for document changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. The business side makes updates within the rules IT sets. At a volume like WTW's, where spending account communications go out to millions of participants, that kind of flexibility matters when a disclosure requirement shifts and the change has to go out fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One resource before I leave you alone
Hi Subhadip,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Subhadip, appreciated you connecting.
Sent you a few emails about the ticket wait every time a template change needs to go through engineering. Figured LinkedIn might be a better spot to actually have the conversation.
At MHC we help financial services firms get document template ownership off the IT queue and into the business side. HSBC moved over 100 templates through the same model, including their SWIFT communications, without routing changes back through dev.
Not sure if that maps to anything on your side at WTW, but worth a quick conversation to see if any of this is relevant?
Rodney
Mark Francis
Senior Director of Technology Operations
engineering · director
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📋 GUASP3.PDF
Angle: Alignment with recent leadership shifts and compliance-heavy document production signals.
Hooks: Hazel Rees taking the lead for Work & Rewards this June, Recent recruitment for Retirement Plan Compliance roles focusing on ERISA document production, Expertise in leading PMO and Delivery at WTW for nearly a decade
posture: peer CTA: soft type: problem_first
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Subject: Document changes without IT tickets, WTW
Hi Mark,<br><br>Rodney here from MHC Automation.<br><br>Given your role running technology operations at WTW, I wanted to ask about something that comes up a lot at global advisory firms your size. Is every change to a client-facing or compliance document still running through an IT ticket and waiting on a developer to touch the template?<br><br>At the scale WTW operates, that dependency adds up fast. If your retirement or compliance workflows are generating high-volume document output, and every formatting or language update requires an engineer, the queue never really clears. Especially during regulatory cycles when turnaround time actually matters.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for template changes in retirement and compliance workflows.
Hi Mark,<br><br>Following up on what I sent about the IT dependency piece.<br><br>We helped HSBC manage 100 to 200 trade document templates, things like letters of credit, guarantees, and SWIFT messages, without requiring an IT ticket for every change. Their compliance and ops teams handle updates directly now.<br><br>For a firm running at WTW's volume across retirement, risk advisory, and brokerage, that kind of flexibility matters. When a regulatory disclosure requirement shifts, your compliance team makes the change the same day instead of waiting in a developer queue. No rework cycle, no bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to offload document production from the core tech ops and IT teams.
Subject: One last thing on doc workflows
Hi Mark,<br><br>Sent you a couple of notes about document workflow at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC manages 100-200 templates including SWIFT and complex reports without IT tickets for every change. · Asset: GUASP3.PDF
Hey Mark, appreciate the connection.
Sent you a few emails about the IT ticket bottleneck on template changes in retirement and compliance workflows. At MHC we help financial services firms move that template ownership to the business side so IT isn't the bottleneck on every update. HSBC is managing 100-200 templates, including SWIFT and complex reports, without routing changes through IT queues.
If any of this lands, feel free to reach out whenever.
Rodney
Eric Latalladi
Global Head of Technology
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic tech transformation and recent appointment at WTW
Hooks: your appointment as Global Head of Technology at WTW following your leadership at MetLife, the goal of transforming and simplifying WTW Technology as mentioned by Alexis Faber, your expertise in driving change and enabling growth through innovation at the scale of 140 countries
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer and your transformation program
Hi Eric,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading global technology at WTW, I wanted to ask about something that tends to come up when transformation programs are underway. Is the document production layer keeping pace with the rest of your modernization efforts, or is it still tied to developer cycles?<br><br>At the scale WTW operates, that usually shows up as a bottleneck: every template change for client-facing communications, regulatory disclosures, or reporting documents requires a developer who knows the system. Business teams sit in a queue. The transformation roadmap moves, but the document layer doesn't.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering capacity for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT architecture lock-in and developer scarcity for document-heavy operations
Hi Eric,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. At that scale, keeping developers in the loop for every template change isn't sustainable.<br><br>What changed for them was that the business side could handle updates directly, within rules the architecture team set. IT stopped being the bottleneck on day-to-day document changes without losing control of the overall framework.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the routine change path without removing the guardrails. Given WTW's transformation focus on operational efficiency, that kind of decoupling tends to matter when the document layer is the last thing still chained to a code deployment.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy tech blocking the broader digital transformation roadmap and the need to decouple business logic from code
Subject: One resource before I go quiet
Hi Eric,<br><br>Sent you a couple of notes about the document infrastructure piece at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point in the broader transformation program, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT templates with a peer-level scale to WTW · Asset: CSFIN1.PDF
Hey Eric, appreciate you connecting.
Sent you a few emails recently about the IT lock-in piece on document-heavy operations and figured LinkedIn was worth a shot since the inbox can get noisy.
At MHC we help financial services firms get template ownership off developer queues and into business hands. HSBC ran 100-200 complex SWIFT templates through that model, which is roughly the operational scale you're working at.
If any of this lands, feel free to reach out whenever.
Rodney
Josh Lane
Executive Vice President & Client Relationship Director
operations · vp
completed
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📋 CSFIN1.PDF
Angle: strategic client relationship and risk advisory leadership at WTW
Hooks: 25+ years in global advisory and insurance leadership, Commitment to driving innovation in the risk advisory space to unlock client potential, Expertise in Enterprise Risk Management and CRM from Fordham MBA
posture: peer CTA: soft type: problem_first
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Subject: WTW + document ops at scale
Hi Josh,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading client relationships at WTW, I wanted to ask about something that comes up a lot at global advisory firms operating across dozens of markets. When a template needs to change, whether it's a client-facing report, a disclosure, or a regulatory notice, does that still run through IT before it goes out?<br><br>At the scale WTW operates, that kind of bottleneck adds up fast. A change that should take a day turns into a queue. The people closest to the client, compliance, ops, relationship managers, are waiting on developers who have bigger things on their plate.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help cut the wait out of the template change cycle at WTW. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=template change delays across 140 countries, business user frustration with legacy bottlenecks
Hi Josh,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the teams making the changes are no longer waiting on a developer to touch the system.<br><br>That matters at WTW's scale especially when a regulatory update in one market has to propagate across client communications in several others at the same time. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap; evaluate self-service alternatives to IT-dependent templates
Subject: One last thing, Josh
Hi Josh,<br><br>Sent you a couple of notes about document ops at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Josh, appreciate you connecting.
Sent you a few emails about the template change bottlenecks across your global markets. Know those didn't land in your inbox at the right time, or maybe they did and life got busy.
At MHC we help firms like WTW move template ownership to the business side so changes don't queue through IT. ING Poland got there with around 600 templates across their operation, which at WTW's scale across 140 countries is a different problem entirely, but the mechanics are similar.
Worth a quick conversation to see if any of this is relevant?
Rodney
Katherine Gehman
Head of Sales Operations
operations · vp
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📋 CSFIN1.PDF
Angle: strategic sales operations transition
Hooks: Transition to Head of Sales Operations in March 2025 after a decade leading Global Corporate Marketing., Previous role as Marketing Director for Software, Data, and Products, overseeing global technology analyst relations., Experience managing integration offices for major mergers (Watson Wyatt/Towers Perrin), focusing on risk and interdependency.
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at WTW
Hi Katherine,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading sales operations at WTW, I wanted to ask about something that comes up a lot at global financial services firms your size. With a transformation program focused on operational efficiency, is the document layer keeping up, or is every change to a client-facing document still sitting in an IT queue waiting on a developer?<br><br>At the scale WTW operates, that wait adds up fast. Proposals, advisory reports, regulatory disclosures, renewal packages. When the business side needs to update language or formatting, and the only path is an IT ticket, the backlog becomes a real drag on how fast your teams can move.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency so your ops team isn't waiting on developers for every document change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Katherine,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now. IT stops being the bottleneck, and changes happen the same day instead of waiting in a queue.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance through the same model. When a regulatory requirement changes, the team that knows what the document should say makes the update. No developer in the middle.<br><br>For a firm like WTW running a global efficiency program, that kind of change velocity matters. Especially when client deliverables or compliance language needs to move fast across a large advisory and brokerage operation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Katherine
Hi Katherine,<br><br>Sent you a couple of notes about document infrastructure at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction in the efficiency program, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Katherine, glad you connected.
Sent you a few emails about the IT ticket bottleneck on template changes, figured LinkedIn was worth a shot since email can disappear fast.
At MHC we help firms like WTW move template ownership directly to the business side, off the developer queue. ING Poland did that across roughly 600 templates and cut the back-and-forth that was slowing their ops team down.
Given Sales Ops sits right in the middle of that kind of friction, seemed worth reaching out here.
If any of this lands, feel free to reach out whenever.
Rodney
Greg Matuskovic
Head of Global Technology Infrastructure
engineering · vp
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📋 CUSTOM1.PDF
Angle: IT infrastructure reliability and architectural integrity in a highly regulated environment.
Hooks: Your 15-year tenure at WTW and recent promotion to Head of Global Technology Infrastructure., Your focus on delivering resilient platforms and translating business strategy into technology outcomes., The recent acquisition of FlowStone Partners and the need for scalable, secure technology services during M&A integration.
posture: peer CTA: soft type: differentiation_led
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Subject: Document infrastructure at WTW
Hi Greg,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing global technology infrastructure at WTW, I wanted to ask about something we run into a lot at organizations your size. Is document template management one of those areas where your team is still the bottleneck, where every change has to go through a developer who knows the system before anything ships?<br><br>At a company running global operations across risk advisory, brokerage, and human capital, you've probably got client-facing documents pulling from multiple backend systems. When something needs to change, whether that's a regulatory disclosure, a policy document, a client report, it becomes an IT project instead of a business-side update. That overhead adds up fast, especially when you're also trying to simplify the broader architecture.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering overhead tied to document changes at WTW. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT infrastructure and architecture teams face a shrinking pool of specialized developers and high technical debt when managing legacy document systems.
Hi Greg,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 complex document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. For a bank operating across that many jurisdictions with that level of regulatory scrutiny, keeping architectural integrity while giving the business side more control over template changes was the core problem they needed to solve.<br><br>The outcome was that their engineering team stopped being the change path for every document update. Template changes that used to require a developer with system-specific knowledge started happening the same day, with controls in place. That matters especially when a regulatory update has to propagate across hundreds of client-facing documents at your volume.<br><br>That's what MHC NorthStar CCM does differently: it takes the developer out of the day-to-day update cycle without removing the governance layer your architecture team would need.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy document systems are more than just a maintenance burden; they act as a bottleneck for digital transformation and enterprise architecture simplification.
Subject: One last thing, Greg
Hi Greg,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition or template management processes become too much of a friction in WTW's transformation program, feel free to reach out.
Proof: MHC helped HSBC manage 100-200 complex document templates and SWIFT reporting, ensuring architectural integrity and risk management. · Asset: CUSTOM1.PDF
Hey Greg, appreciate you connecting.
Sent you a few emails about the developer scarcity and technical debt piece that tends to pile up around legacy document systems. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help financial services firms move document template ownership off IT queues so infrastructure teams aren't carrying that maintenance burden. HSBC used that approach to manage 100-200 complex templates and their SWIFT reporting without the architectural risk that usually comes with legacy CCM environments.
Happy to reconnect here if the timing ever works.
Rodney
Mark Mamone
Managing Director, Head of Technology Delivery and Strategy (ICT)
engineering · vp
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📋 CUSTOM1.PDF
Angle: strategic platform oversight for ICT insurance tech portfolio
Hooks: Direct responsibility for the ICT unit’s platform, security teams, and broader architecture following your 2025 appointment., Leadership over the delivery of insurance tech suites like Radar, Igloo, and ResQ used by 1,000+ insurers., Experience leading 500+ tech pros at GBG before joining WTW to accelerate SaaS innovation.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your WTW modernization
Hi Mark,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology delivery and strategy at WTW, I wanted to ask about something that comes up a lot with firms running transformation programs at your scale. Is document composition one of those layers that keeps surfacing as a blocker when your teams try to simplify the architecture or move workloads forward?<br><br>We see it often in ICT portfolios where .NET-era document logic is deeply embedded. Every client-facing output, account statements, regulatory disclosures, trade confirmations, tends to have years of custom code behind it. When the modernization conversation starts, that layer is usually the last one anyone wants to touch, but it slows everything else down.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the integration burden before your team commits to the next phase of the roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: technical debt: developer scarcity, integration burden, migration risk, architecture simplification
Hi Mark,<br><br>One more thought on the architecture simplification piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Separately, Praemium generates around 3 million reports a year across 35 report types for tax and performance reporting. Both cases, the goal was the same: get document generation out of the custom-code path and into something the business side can maintain without pulling developers in for every change.<br><br>For a firm like WTW, where document outputs likely touch advisory, brokerage, and HR consulting lines, the integration surface is wide. When a disclosure requirement changes or a client report format needs updating, that's a developer project on most legacy stacks. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap: evaluate document composition modernization before cloud upgrade commitment
Subject: One last thing, Mark
Hi Mark,<br><br>Sent you a couple of notes about the document layer at WTW. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and Praemium (~3M reports) rely on MHC for high-scale, architecturally lean reporting. · Asset: CUSTOM1.PDF
Hey Mark, glad to be connected.
Sent you a few emails about the document infrastructure side of things, specifically the integration burden and migration risk that tends to come with legacy CCM layers. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help financial services firms simplify that architecture layer and get template ownership off developer queues. HSBC and Praemium both run high-volume document operations on it now, with a lot less integration overhead than what they replaced.
If any of this lands, feel free to reach out whenever.
Rodney
American Family Insurance
amfam.com
· insurance
· Madison, US
Multi-line insurance company providing protection for home, auto, life, and business through a network of agents.
“At American Family Insurance, we're committed to inspiring dreamers and helping them pursue and protect their dreams.”
For more than 90 years, American Family Insurance has built its reputation on sound principles. We strive to provide you industry-leading service, exceptional claims experience and products that build long-term relationships. This is accomplished by treating policyholders fairly in a helpful and car…
LinkedIn headcount: 18,818
Research corroborates the pre-existing SmartCOMM status through the company's focus on Guidewire integrations (where SmartCOMM is a primary partner) and specialized print/mail operations management roles that align with modern CCM-to-print workflows. Internal evidence summary from input also explici
LLM classification: Insurance HIGH
Tier 2 score 66
Chris
⭐ SmartCOMM
1001_5000 employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
PHP
HG Insights
Strategic Initiatives
- Consolidation of Main Street America Insurance bonds renewal rights, Expansion of digital customer experience for insurance shopping
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mega — policies in force 12,100,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: T2_named (on NorthStar CCM): Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C), Intact Financial, MiWay, Acuity, Loomis, Safeway, SAMBA FEBA, A.M. Best.
Live Signals (leadership, M&A, events)
- Financial: Reported 2025 financial results with $19.5 billion in revenue
- showing significant growth.
- Hiring: Active recruitment for Senior Software Engineer (Developer/Enabler) and Data Scientists focusing on AI/ML.
- M&A: Completed Main Street America Insurance bonds renewal rights transaction in late 2024/early 2025.
CCM People Intelligence (from LinkedIn profiles)
9
Total CCM staff
9
Current
True
Contacts (9)
completed: 3 queued: 6
0 active · 0 🔗
Micah Joos
Vice President, Enterprise Platforms
engineering · vp
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📋 ULTIMA1.PDF
Angle: enterprise platform scalability and recruitment signals
Hooks: Current hiring for Senior Software Engineers (Developer/Enablers) suggests a focus on platform self-service, Management of enterprise-wide platforms across $19.5B revenue scale, Overseeing platform modernization for a 'mega' scale insurer with diverse lines like declarations, claims, and billing
posture: peer CTA: soft type: problem_first
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Subject: AmFam platform question
Hi Micah,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise platforms at American Family, I wanted to ask about something that comes up constantly at insurers your size. When your compliance or business teams need to update declarations, endorsements, renewals, or billing documents, does that still run through a developer queue, or have you found a way to push that closer to the business side?<br><br>At $19.5B in revenue and the kind of document volume AmFam runs across all those lines, the gap between a required change and when it actually ships can be a real operational cost. We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit for what we're building around developer-independent document management. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: platform_evaluation
Hi Micah,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM now. The pattern we see at insurers that size: once compliance and ops teams can make changes to declarations, endorsements, and claims correspondence directly, the wait disappears. A regulatory update that used to be a two-week ticket becomes a same-day change.<br><br>That matters a lot when you're managing document output across the scale AmFam runs. I also noticed you're actively hiring Senior Software Engineers focused on developer enablement, which tells me this is already on your radar. The model we support is IT sets the architecture and the guardrails, and the business side owns the day-to-day changes within those rules.<br><br>If any of this is relevant to where you're headed with enterprise platforms, happy to chat in the weeks to come. I can send over some materials first if that's easier.
Reframe: business-user self-service to reduce developer dependency
Subject: One last thing, Micah
Hi Micah,<br><br>Sent you a couple of notes about document platform modernization at AmFam. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms at enterprise insurers. It covers the architecture, the business-user model, and how companies like AmFam typically approach the transition.<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes become a friction point as you scale the platform side, feel free to reach out. No pressure if the timing isn't right.
Proof: Guardian and Allstate (T2) and 25+ other insurers use NorthStar to bridge the gap between IT architecture and business execution. · Asset: ULTIMA1.PDF
Hey Micah, appreciate you connecting.
Sent you a few emails recently about the CCM evaluation piece, so you may have some context already. At MHC we help insurers move template ownership to the business side and off IT queues. Guardian and Allstate have both gone through that shift with us, and they're two of 25 or so carriers who've landed in a similar place.
No agenda here, just figured LinkedIn might be an easier place to have a real conversation than an inbox. Happy to reconnect here if the timing ever works.
Chris
Jenn Brugger
Vice President, Enterprise Transformation
engineering · vp
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📋 ULTIMA1.PDF
Angle: enterprise modernization and cloud literacy
Hooks: your work leading enterprise technology office operations and the momentum you've built around cloud literacy at AmFam, managing transformation for a scale of $19.5B in revenue and 13.5k employees, background in enterprise architecture from Penn State and change management leadership
posture: peer CTA: soft type: problem_first
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Subject: AmFam document layer
Hi Jenn,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise transformation at American Family, I wanted to ask about something that comes up a lot at carriers your size. Is the document production layer keeping pace with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed?<br><br>What we usually see is that the core systems get modernized first, cloud migration moves forward, digital experience gets investment, and then the document layer is still sitting on something older that only a developer can touch. Policy documents, renewal notices, endorsements, claims correspondence, all of it stuck behind an IT queue every time something needs to change.<br><br>With your member base and the expansion work you're doing on the digital customer experience side, that gap tends to get more visible over time, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Jenn,<br><br>One more thought on the document layer piece I mentioned.<br><br>Allstate runs their policyholder communications on MHC. So does Guardian Life. The pattern we see at carriers that make the move is pretty consistent: business users start managing templates directly, and the IT ticket queue for document changes stops growing.<br><br>At insurers with your scale, that matters most when something has to move fast. A regulatory change hits, a new product gets launched off the Main Street America bond renewal rights acquisition, and the team that knows what the document should say can make the change the same day instead of waiting on a developer who knows the template system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jenn
Hi Jenn,<br><br>Sent you a couple of notes about the document infrastructure piece at American Family. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your roadmap work, feel free to reach out.
Proof: Guardian and Allstate (T2 metrics) + 25 insurers and Aspire #1 mid-market ranking · Asset: ULTIMA1.PDF
Hey Jenn, glad we're connected here.
I sent a few emails over the past couple weeks about the document layer blocking the modernisation roadmap, so you've got the context. At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate have both moved in that direction, and we've worked through similar transitions with about 25 carriers, which is part of why Aspire ranked us first in the mid-market CCM space.
Happy to reconnect here if the timing ever works.
Chris
Jaimie Rudolph
Claims Training and Administration Director
operations · director
completed
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📋 CCM_Buyers_Guide.pdf
Angle: AmFam's 2025 growth and focus on claims efficiency
Hooks: 23-year tenure at American Family across claims and operations, Leading claims vendor management and administration since January 2025, AmFam's recent $19.5B revenue growth driving increased claim volume
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for template changes
—
Reframe: Business-user self-service to bypass dev scarcity
Subject: —
—
Proof: T1=Optum (200+ templates) | Natera (2.5wk to 2 days) · Asset: CCM_Buyers_Guide.pdf
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Brad Burke
Chief Information and Technology Officer
engineering · c_level
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Angle: strategic data-driven technical leadership
Hooks: Mention his recent 'Chief Information and Technology Officer' promotion as of Dec 2024, Reference his advocacy for data ethics and the 'data is a gift' philosophy mentioned in his CDO Magazine feature, Note his participation in the Dreamforce Financial Services keynote regarding customer-driven innovation
posture: peer CTA: soft type: problem_first
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Subject: Document changes at AmFam
Hi Brad,<br><br>Chris here from MHC Automation.<br><br>Given your role as CITO at American Family Insurance, I wanted to ask about something that comes up a lot with insurers at your scale. When a compliance or product team needs to update a customer-facing document, does that still require a developer to touch the template before anything goes out?<br><br>With your member base and the complexity that comes with consolidating something like the Main Street America renewal rights, I'd imagine the document change cycle is getting more pressure, not less. Every policy notice, renewal, or coverage letter that requires an IT ticket slows down teams that should be moving independently.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if we can help your teams move faster on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Brad,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: once the insurer moves over, the compliance and product teams start managing templates directly, and the wait for a developer to make a document change stops being part of the process.<br><br>For a carrier your size, that matters most when something changes fast. A regulatory update hits, a new state filing requirement comes through, a product change needs to reflect in renewal notices or certificates of insurance across your book. On most legacy document systems, that's a developer project. On MHC NorthStar CCM, the business side handles it directly, with controls in place.<br><br>Given where American Family is heading with the digital customer experience expansion, it seems like the document layer is worth a look. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brad
Hi Brad,<br><br>Sent you a couple of notes about the document infrastructure piece at American Family. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock agility · Asset: ULTIMA1.PDF
Hey Brad, appreciate you connecting.
Sent you a few emails about the IT dependency bottleneck for template changes. Didn't want to just let that sit without at least saying hello here.
At MHC we help insurers move template ownership to the business side so changes don't have to route through IT. Guardian and Allstate are both running on it now, along with 25 or so other carriers who wanted that same kind of operational flexibility.
If any of this lands, feel free to reach out whenever.
Chris
Joe Nett
Vice President, Enterprise Architecture & Digital Platforms
engineering · vp
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📋 ULTIMA1.PDF
Angle: enterprise architecture alignment with digital platform modernization
Hooks: Current oversight of Enterprise Architecture and Digital Platforms at American Family Insurance, Background in insurance application development and claims architecture at QBE, Strategic focus on integrating Salesforce Marketing Cloud and Data360 for customer journeys
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your digital build-out
Hi Joe,<br><br>Chris here from MHC Automation.<br><br>I work with insurance companies on their document infrastructure, and I wanted to reach out given your role overseeing enterprise architecture and digital platforms at American Family. With the Main Street America consolidation and the push to expand your digital customer experience, I was curious whether the document production layer is keeping up with the rest of your modernization efforts.<br><br>This comes up a lot at insurers your size. The underlying document platform requires developer involvement for every template change, and that creates a bottleneck that's hard to see until it's blocking a release. When policy communications, renewal notices, or endorsements have to flow through IT just to update language or formatting, it adds friction to a roadmap that already has enough moving parts.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the integration burden on your architecture team as you scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes in existing SmartCOMM environment
Hi Joe,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both moved their policyholder communications onto MHC NorthStar CCM after running into the same bottleneck: every template change was a developer project. Compliance team needs to update an endorsement or renewal notice, and it sits in a queue.<br><br>What changed for them is that the business side started handling template updates directly, with approval workflows and controls still in place for IT. The ticket never gets written. Changes happen the same day.<br><br>With your member base and the velocity of changes that come with a consolidation like Main Street America, that kind of flexibility matters. New bond product language, updated disclosures, state-level compliance edits on policy documents all become ops-level tasks instead of architecture-level ones.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to reduce developer scarcity risk and integration burden
Subject: One last thing, Joe
Hi Joe,<br><br>Sent you a couple of notes about the document infrastructure piece at American Family. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the modernization roadmap moves forward, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume communications architecture · Asset: ULTIMA1.PDF
Hey Joe, good to be connected.
Sent you a couple of emails about the SmartCOMM dependency piece at AmFam, specifically around template changes still routing through IT when the business side needs to move faster. Figured I'd drop a line here since the inbox can get noisy.
At MHC we help insurers shift that ownership to the business without rebuilding around it. Guardian and Allstate both went through similar architecture work with us on high-volume communications, which is part of why I thought it was worth a conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Danny Henderson
Auto Claims Vice President
operations · vp
completed
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📋 UNLOCK1.PDF
Angle: strategic claim agility in a $19B revenue environment
Hooks: Auto Claims Vice President role at American Family Insurance, Experience with claims correspondence and declarations scale for a Fortune 500 carrier, Certified Scrum Product Owner (CSPO) background applied to claim operational efficiency
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: SmartCOMM dependency bottleneck—every claims template change requires an IT ticket, delaying your ability to respond to regulatory updates or policy shifts.
—
Reframe: Evaluating if your claims platform is a liability: Move beyond SmartCOMM's architecture to a business-user self-service model that doesn't sacrifice enterprise control.
Subject: —
—
Proof: Supported carriers like Guardian and Allstate in modernizing correspondence; for multi-line leaders, we've reduced template turnaround from weeks to 48 hours. · Asset: UNLOCK1.PDF
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Lyn Ehrhardt
Print Operations and Production Manager
operations · manager
completed
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📋 ULTIMA1.PDF
Angle: AmFam's mega-scale document output and recent operational growth signals.
Hooks: Managing print operations for a $19.5B revenue insurance leader like AmFam, Handling complex document workflows including declarations, claims correspondence, and ID cards, Overseeing large-scale production during significant growth phases like the Main Street America integration
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The friction between high-volume production requirements and the IT-dependency bottlenecks inherent in enterprise template changes.
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Reframe: Evaluating if current self-service capabilities actually empower the business users or if production still waits on a shrinking pool of developers.
Subject: —
—
Proof: Over 25 insurers, including major carriers like Guardian and Allstate, use MHC to decouple template management from IT cycles. · Asset: ULTIMA1.PDF
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Tom Lea
Associate Vice President, Enterprise Communications
operations · vp
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📋 UNLOCK1.PDF
Angle: enterprise communication strategy and scale
Hooks: Current tenure of 13+ years at American Family Insurance, progressing from Strategic Communications Writer to AVP of Enterprise Communications, Leading communication strategies for major cross-divisional project teams and strategic initiative rollouts, Managing $19.5B revenue scale with 'mega' document volumes like decs, renewals, and billing for millions of policyholders
posture: peer CTA: medium type: problem_first
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Subject: Enterprise comms bottleneck, AmFam
Hi Tom,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise communications at American Family, I wanted to ask something that comes up a lot at carriers your size. When a policy language change or disclosure update needs to go out across your policyholder base, does that still require scheduling time with an internal resource who knows the document system before the change can actually happen?<br><br>At large P&C carriers, that wait tends to compound fast. A rating change hits, a state regulation updates, a new endorsement rolls out after the Main Street America bonds acquisition, and every one of those triggers a template change that has to go through someone with the technical context to execute it. With your member base, that queue adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if any of this maps to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM dependency bottleneck where even minor template changes for decs or billing require internal resource scheduling, slowing down enterprise-wide communication agility.
Hi Tom,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on a similar problem. They were processing over 1 million annual communications across 250+ templates and 80+ plan variations. After moving to MHC, they eliminated $4 per document in vendor fees and their team stopped waiting on IT for every change.<br><br>The shift that made it work was letting the people who actually own the communication, compliance, ops, comms, make the updates directly. With approval workflows built in, IT doesn't have to be in the loop for every template edit. Changes happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to SmartCOMM's standard upgrade path, evaluate if a business-user-led approach could eliminate the IT ticket wait time for document adjustments.
Subject: One more thing, Tom
Hi Tom,<br><br>Sent you a couple of notes about the document change bottleneck at American Family. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps carriers like Guardian and Allstate (T2) manage millions of communications; specifically, our work with Allied Benefits eliminated $4/document in costs while accelerating turnaround. · Asset: UNLOCK1.PDF
Hey Tom, glad the connection came through.
Sent you a few emails about the SmartCOMM scheduling bottleneck on template changes, decs and billing in particular. Figured LinkedIn was worth a shot since email has a way of disappearing.
At MHC we help carriers move template ownership to the business side so changes don't queue behind resource scheduling. Allied Benefits is a good reference point, they cut $4 per document in costs and turned communications around faster once that dependency was removed.
Worth a quick conversation to see if any of this is relevant?
Chris
Carl Grinstead
Director, Enterprise Architecture
engineering · director
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📋 CUSTOM1.PDF
Angle: document architecture and modernization
Hooks: Experience leading the delivery of cloud-native APIs and services for document generation and independent agent policy data feeds, Past role as technical lead for systems creating correspondence/documents integrated with corporate print, mail, and electronic document management, Background in establishing factory delivery models for software engineering modernization efforts at AmFam
posture: peer CTA: soft type: problem_first
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Subject: Document architecture at AmFam
Hi Carl,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at American Family, I wanted to ask about something we see come up a lot at P&C carriers your size. When the business side needs to update a customer-facing document, does that change still route through engineering?<br><br>At carriers with your member base, that usually means a ticket, a queue, a developer who has to context-switch into a template system that isn't their primary focus. Policy notices, renewal documents, claims correspondence, things that need to go out accurately and on time end up sitting in a backlog that wasn't designed for them.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help move document changes out of the engineering queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Carl,<br><br>One more thought on the engineering dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers that size is consistent: once the compliance and ops teams can update templates directly, the wait disappears. A regulatory change hits, and the people who actually understand what the document needs to say handle it the same day instead of writing a ticket.<br><br>That matters especially when a state filing or coverage update has to reach hundreds of thousands of policyholders fast. Policy notices, renewal documents, endorsements, those aren't just document problems. They're customer experience problems if they're late or wrong.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Carl
Hi Carl,<br><br>Sent you a couple of notes about document architecture at American Family. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) · Asset: CUSTOM1.PDF
Good to connect, Carl.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context already. At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both made that shift, and the impact on change velocity was significant on both sides of the house.
Happy to reconnect here if the timing ever works.
Chris
Western National Insurance Group
wnins.com
· insurance
· Edina, US
Western National is a mutual insurance group providing property and casualty coverage through independent agents.
“The Relationship Company®”
Western National Insurance, headquartered in Edina, Minn., is a super-regional group of property-and-casualty insurance companies providing personal and commercial coverage in 19 states across the Midwestern and Western U.S. as well as in Alaska; and surety bonds in 38 states. We distribute our prod…
LinkedIn headcount: 901
Direct evidence from success stories and employee profiles. Western National Insurance integrated SmartCOMM (Smart Communications) as part of a Guidewire ClaimCenter migration (2018). Current staff roles (e.g., 'SmartCOMM Developer I') confirm active usage as of 2024-2025.
LLM classification: Insurance HIGH
Tier 2 score 66
Chris
⭐ SmartCOMM
501_1000 employees · 1b_plus
Technology & Competitors
LinkedIn Learning
HG Insights
⚡ Competitor case study found:
SmartCOMM
Western National deployed SmartCOMM alongside Guidewire ClaimCenter in 2018 to transform data usage and customer service, initially focusing on the claims functional area.
Strategic Initiatives
- Launch of in-house Learning and Development Program to enhance professional expertise across all levels.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_3
Scale: mid — Direct Written Premium $1.11 billion
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: T2_named: Allstate (Top 5 P&C), Acuity, Guardian Life (Top 10 Life).
Live Signals (leadership, M&A, events)
- Award: Named a 2025 Power 10 Award recipient for top-performing insurance agencies.
- Growth/Rating: AM Best upgraded the rating for affiliate Michigan Millers to 'A' (Excellent) under Western National's leadership.
- Technology/Modernization: Leveraging Convr's AI to automate underwriting document ingestion and submission processing.
Contacts (9)
completed: 1 queued: 8
0 active · 0 🔗
Julia Jenson
Vice President, Communications & Business Transformation
operations · vp
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📋 ULTIMA1.PDF
Angle: strategic business transformation and award-winning communication leadership
Hooks: your promotion to VP of Communications & Business Transformation, Western National’s 2025 Power 10 Award and consistent Ward’s Top 50 recognition, leveraging AI for underwriting automation as part of your broader transformation mandate
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Western National
Hi Julia,<br><br>Chris here from MHC Automation.<br><br>Congrats on the expanded VP role covering Business Transformation. Given that mandate alongside Communications, I wanted to ask something that comes up a lot for transformation leads at carriers your size: when a regulatory change or brand update hits, how long does it actually take to get that reflected in documents like declarations, renewals, endorsements, or cancellation notices?<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. The pattern we see most often is that the document layer becomes a quiet bottleneck in broader transformation work. IT owns the template changes, business teams file tickets, and the queue just grows.<br><br>Happy to have a chat and see if any of this is relevant to what you're working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and template change delays blocking the transformation roadmap
Hi Julia,<br><br>One more thought on the document change bottleneck piece I mentioned.<br><br>Allied Benefits processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving template ownership to their business teams. The compliance team handles changes directly now, no IT ticket required. That matters especially when a state filing or CMS requirement has to update declarations, endorsements, or renewal notices fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in. Given that Western National is already using AI to accelerate underwriting and just earned the 2025 Power 10 Award, it seems like the document production layer might be the next logical thing to modernize.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate the 'IT ticket wait' for critical document changes
Subject: One last thing, Julia
Hi Julia,<br><br>Sent you a couple of notes about the document infrastructure piece at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team put together a resource on how carriers replace legacy document platforms without adding complexity to the transformation roadmap.</a><br><br>If current CCM or document composition processes become a friction point in what you're building, feel free to reach out. No pressure if the timing is off.
Proof: MHC helps 25+ insurers, including Aspire’s #1 mid-market ranking, modernize customer communications while reducing IT burden. · Asset: ULTIMA1.PDF
Appreciated the connection, Julia.
Sent you a few emails recently about the IT dependency and template change delays piece, so I won't rehash it here. At MHC we help insurers move template ownership to the business side so those bottlenecks stop sitting in a developer queue. Part of why we picked up an Aspire mid-market ranking is that insurers like Western National are exactly who the platform was built for.
Happy to reconnect here if the timing ever works.
Chris
Jeffrey Dietrich
Vice President – IT Infrastructure & Service Management
engineering · vp
completed
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📋 UNLOCK1.PDF
Angle: strategic infrastructure oversight and AI modernization
Hooks: your role overseeing IT Infrastructure and Service Management at Western National, the recent 2025 Power 10 Award and AM Best upgrade for Michigan Millers, Western National's commitment to modernization through AI-driven underwriting automation with Convr
posture: challenger CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Acuity and 25+ other insurers across the mid-market · Asset: UNLOCK1.PDF
—
Susan Cavanagh
Vice President, Claims
operations · vp
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📋 GUC3E41.PDF
Angle: strategic claim transformation
Hooks: your role leading claims service delivery and ensuring regulatory compliance at Western National, Western National's 2025 Power 10 Award and the recent A rating upgrade for Michigan Millers, the 2018 SmartCOMM and Guidewire ClaimCenter deployment to transform data usage in claims
posture: peer CTA: soft type: differentiation_led
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Subject: Claims templates at Western National
Hi Susan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims at Western National, I wanted to ask about something that comes up a lot with insurers running SmartCOMM alongside a system like Guidewire. When a claims correspondence template needs updating, whether that's a denial letter, a coverage notice, or a cancellation, does that change still require going through IT before it goes out the door?<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a way to get your claims team moving faster on template changes without the wait. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a quick chat and see if there's a way to get your claims team moving faster on template changes without the wait. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM dependency bottleneck for claims correspondence updates
Hi Susan,<br><br>One more thought on the claims template piece I mentioned.<br><br>Allied Benefits processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting business users into the template management process directly. The compliance and ops team handles changes now. IT stops being the bottleneck, and updates go out the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a claims operation like Western National's, that matters when a regulatory change hits and your correspondence, endorsements, or cancellation notices need to update fast across your book.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate IT tickets for claim template changes
Subject: One last thing, Susan
Hi Susan,<br><br>Sent you a couple of notes about claims template changes at Western National. Wanted to share one last thing before I get too persistent.<br><br>Our team put together a resource on how insurers move off legacy document platforms without the usual disruption. You can find it here:<br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Allied Benefits eliminated $4/doc costs and 2.5-week wait times for member communications · Asset: GUC3E41.PDF
Hey Susan, saw you accepted the connection and wanted to reach out here since the emails didn't spark anything.
I did mention the SmartCOMM bottleneck on claims correspondence a few times. At MHC we help insurers get template ownership off the vendor dependency cycle and onto the business side. Allied Benefits is a good reference point, they cut $4 per doc costs and eliminated 2.5-week wait times on member communications once they made that move.
Not sure if the timing is right for Western National, but happy to reconnect here if the timing ever works.
Chris
Loren Klassen
Chief Information Officer
engineering · c_level
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📋 ULTIMA1.PDF
Angle: Modernization lead for Western National Insurance Group, specifically their 2025 Power 10 Award and AI-driven underwriting ingestion via Convr.
Hooks: Congrats on Western National being a 2025 Power 10 Award recipient—a clear nod to your team's top-tier agency performance., Saw you're leveraging Convr's AI for underwriting document ingestion; it's a great example of the modernization roadmap you're steering., With your background in large system transformations from Toppan Merrill, I'm curious how you're viewing the next phase of your SmartCOMM deployment.
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer slowing down modernization?
Hi Loren,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Western National, I wanted to ask about something we see come up a lot at P&C insurers your size. Does the document layer, things like policy declarations, endorsements, claims correspondence, renewal notices, ever end up as a bottleneck when your developers are already stretched across bigger priorities?<br><br>What I usually hear is that every template change has to go through someone who knows the system. So when a regulatory update hits or a product team needs a form revised, it becomes a developer project instead of a business-side fix. That creates a queue that slows everything down.<br><br>I noticed Western National has been pushing hard on modernization, the Convr AI underwriting integration and the 2025 Power 10 recognition stand out. That kind of momentum is real. But in my experience, the document production layer is often the last thing to get modernized, and it ends up slowing down the work that actually matters.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM often creates a 'technical debt' bottleneck where every claim document or declaration template change requires high-cost developer time, slowing down the very modernization your AI initiatives aim to accelerate.
Hi Loren,<br><br>Following up on what I sent about the document layer piece.<br><br>One pattern worth sharing: with 25+ insurers now running on MHC NorthStar CCM, the most common thing we hear after go-live is that the IT ticket queue for document changes just stops. Compliance and operations start handling template updates directly, with approval workflows built in, and IT gets that time back.<br><br>That matters a lot when your team is already focused on higher-complexity work like the Convr underwriting integration. Declaration pages, endorsements, renewal notices, those shouldn't be consuming developer cycles.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than lock-in to architecture that forces IT to own every template tweak, MHC NorthStar CCM enables business-user self-service, freeing your developers to focus on the high-impact AI/underwriting automation you're already championing.
Subject: One last thing, Loren
Hi Loren,<br><br>I've sent a couple of notes about document infrastructure at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become a friction point for the modernization work you're driving, feel free to reach out.
Proof: Check out how 25+ insurers are using our platform to decentralize document management—we're currently ranked #1 in the mid-market by Aspire for a reason. · Asset: ULTIMA1.PDF
Loren, appreciate you connecting. Sent you a few emails recently about the technical debt that stacks up when every template change runs through developer queues, so figured I'd reach out here too.
At MHC we help insurers move that ownership to the business side, off the developer backlog entirely. It's part of why 25+ mid-market insurers have moved to the platform and why Aspire ranked us number one in the segment.
Happy to reconnect here if the timing ever works.
Chris
Heidi Poppe
Vice President of Enterprise Delivery Services
engineering · vp
queued
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📋 UNLOCK1.PDF
Angle: product_delivery_transformation
Hooks: Leadership in the technical delivery of administration systems replacement, Expertise in Guidewire Cloud transformation and Enterprise Architecture, History of scaling emerging tech like microservices and DevOps since joining in 2001
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Western National
Hi Heidi,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise delivery at Western National, I wanted to ask about something that comes up a lot at P&C carriers your size. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side directly?<br><br>A lot of IT and delivery teams we talk to are spending real time on document maintenance work that compliance or ops could theoretically own. Declarations pages, endorsements, renewal notices, policy correspondence. Every change goes through a ticket, a developer, a queue. It slows things down more than most people want to admit.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the ticket queue and into the hands of the people who know what those documents should say. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: platform_evaluation
Hi Heidi,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>I'll be honest with you: we don't have a single insurance case study with a specific metric to point to. What I can tell you is the pattern we see across Guardian Life, Allstate, Intact Financial, and Acuity. The carrier moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for document changes. The wait disappears.<br><br>For a P&C carrier handling declarations pages, endorsements, and cancellation notices across personal and commercial lines, that matters. When a state files a regulatory change, someone has to update the template fast. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Heidi
Hi Heidi,<br><br>Sent you a couple of notes about document template management at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Heidi, good to be connected. I sent a few emails over the past couple of weeks around the CCM evaluation piece I mentioned, so you probably have some context on what MHC does already.
Quick version: we help insurers move template ownership off IT queues and onto the business side. Acuity and Intact both went that route with us, and it changed how fast their teams could turn policy and claims documents without filing a ticket.
If any of this lands, feel free to reach out whenever.
Chris
Michelle Heuer
Director – Product Development and Product Owner – Business Lines
engineering · director
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📋 ULTIMA1.PDF
Angle: product_ownership_longevity
Hooks: 34-year tenure at Western National Insurance, dual role as Director of Product Development and Product Owner for Business Lines, 2023 Customer Experience Person of the Year recognition
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes slowing Business Lines?
Hi Michelle,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Product Development and Business Lines at Western National, I wanted to ask about something that comes up a lot with P&C insurers your size. When your team needs to update policyholder documents like declarations pages, endorsements, or renewal notices, does that still require going through IT and waiting on a developer to touch the template?<br><br>For product owners especially, that wait creates a real problem. A Business Lines initiative is ready to move, but the document layer is three tickets behind. The people who know what the document should say are not the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster at getting policy documents out the door without the back-and-forth. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM dependency bottleneck—every template change for declarations or claims correspondence requires a ticket, delaying speed-to-market for Business Lines initiatives.
Hi Michelle,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One thing I should have included: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> runs over 1 million annual communications across 250+ templates and 80+ plan variations on MHC NorthStar CCM. They eliminated $4 per document in vendor fees by moving off their legacy setup. The short version is their compliance and ops team stopped waiting on IT to make changes and started handling updates directly.<br><br>For a product owner managing Business Lines, that kind of setup matters when a rate change or regulatory update needs to hit declarations pages or premium notices fast. The wait disappears because the ticket never gets written in the first place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a vendor-led Cloud upgrade that maintains architecture lock-in, Western National should evaluate if their current CCM stack empowers business users for self-service or creates a dev-scarcity liability.
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about the document template bottleneck at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your Business Lines roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize document operations, while firms like Allied Benefits eliminated $4/doc costs and scaled to 1M+ communications. · Asset: ULTIMA1.PDF
Hey Michelle, good to be connected.
Saw a few of my emails come through to you over the past few weeks on the template change bottleneck in SmartCOMM. At MHC we help insurers move that ownership to the business side so declarations and claims correspondence don't sit in a ticket queue waiting on a developer.
Allstate and Guardian have gone through similar moves, and companies like Allied Benefits cut per-doc costs significantly once the business team had direct control.
If any of this lands, feel free to reach out whenever.
Chris
Jeremy Saal
Director of IT Product Delivery
operations · director
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📋 ULTIMA1.PDF
Angle: Modernization alignment between AI underwriting ingestion and CCM delivery.
Hooks: Experience overseeing IT Product Delivery at Western National, Recent 2025 Power 10 Award and AM Best upgrade for Michigan Millers, Integration of Convr AI for underwriting document automation
posture: challenger CTA: soft type: differentiation_led
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Subject: Document changes still going through IT?
Hi Jeremy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT Product Delivery at Western National, I wanted to ask about something that comes up a lot at P&C carriers your size. When a business team needs to update a customer-facing document like a declarations page, renewal notice, or cancellation letter, does that change still require an IT ticket and a developer?<br><br>For a lot of insurers, the answer is yes. Even on newer platforms. The template lives in a system only IT can touch, so every change, no matter how small, goes into the queue. Compliance needs a disclosure updated. Marketing needs a format change. Either way, someone on your team has to own it.<br><br>With your team focused on higher-priority delivery work, including what sounds like some real momentum around AI and modernization, that queue can become a real drag.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person at Western National, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes even with modern systems like SmartCOMM.
Hi Jeremy,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing worth sharing: Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at carriers like them is consistent. Once the business side can manage template updates directly, with approval workflows built in, IT stops being the bottleneck for document changes. The ticket never gets written.<br><br>For a P&C carrier, that matters most when a regulatory change hits or a new endorsement has to go out across your policyholder base. Declarations pages, renewal notices, cancellation letters, those documents touch a lot of people. If your compliance or ops team can make the change the same day, that's a different kind of agility than waiting on a sprint cycle.<br><br>And from your seat, freeing up IT Product Delivery from document maintenance means your team can stay focused on the AI and modernization work that actually moves the needle.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to free up IT product delivery resources for high-value AI initiatives.
Subject: One last thing, Jeremy
Hi Jeremy,<br><br>Sent you a couple of notes about the document template bottleneck at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become a friction point down the road, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline document operations and was named #1 in mid-market by Aspire. · Asset: ULTIMA1.PDF
Hey Jeremy, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically around template changes still running through IT even with something like SmartCOMM in place. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so those changes stop sitting in IT queues. Guardian and Allstate have both gone through that shift with us, and Aspire ranked MHC number one in the mid-market space for exactly this kind of work.
Happy to reconnect here if the timing ever works.
Chris
Kelly Becker
Vice President, Operations
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Angle: Operations leadership and modernization efforts at Western National
Hooks: Congratulate on the 2025 Power 10 Award for Western National's top-performing agency status., Reference the recent upgrade of Michigan Millers to an 'A' rating, reflecting strong group-wide growth., Mention her tenure at Western National since 2011 and her promotion to VP of Operations in 2022.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Western National
Hi Kelly,<br><br>Chris here from MHC Automation.<br><br>Given your role leading operations at Western National, I wanted to ask about something that comes up constantly at P&C carriers your size. When a document template needs to change — a renewal notice, a declarations page, claims correspondence — does that still require going through IT to get it done?<br><br>At a lot of regional carriers, the answer is yes, even when the CCM tool was sold as a business-user platform. The logic tied to policy data and integrated systems keeps pulling developers back into the loop. It slows down the customer-facing response time that carriers like Western National work hard to protect.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team take more direct ownership of the document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM dependency bottleneck: IT/Admin teams still end up owning template changes for complex insurance docs like decs and claims correspondence, creating a backlog that slows down the 'customer-centric' response time Western National is known for.
Hi Kelly,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The bigger shift was that their ops team stopped waiting on IT for every template update.<br><br>For a P&C carrier, that matters most when a regulatory change hits and renewal notices or declarations pages have to go out fast and accurate. On MHC NorthStar CCM, the compliance or ops team makes the change directly — the wait disappears.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: SmartCOMM vs. Modern CCM: SmartCOMM is often sold as a business-user tool, but the reality is that complex logic and guidewire-integrated data still require high-level technical overhead. We help insurance ops teams take 100% ownership of the document lifecycle—from authoring to multi-channel delivery—without waiting on IT.
Subject: One last thing, Kelly
Hi Kelly,<br><br>Sent you a couple of notes about the document ops piece at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Kelly, appreciate you connecting.
I sent a few emails recently about the SmartCOMM bottleneck piece, specifically template changes for complex docs like decs and claims correspondence still landing on IT rather than the business side. Didn't want to just leave it in the inbox.
At MHC we help insurers move that template ownership to the business side directly. Guardian, Allstate, and Intact run policyholder communications on MHC across 60+ insurance organisations, so it's well-worn territory for us.
If any of this lands, feel free to reach out whenever.
Chris
Steve Norman
Senior Vice President – Communications & Customer Experience
operations · vp
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Angle: strategic growth and modernization alignment
Hooks: Congrats on Western National reaching the $1.1B direct written premium milestone in 2025., Your role leading both Communications and Customer Experience is a unique bridge for CCM transformation., Noticed Western National is leveraging Convr AI for underwriting automation; Northstar CCM applies similar modernization to document delivery.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Western National
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing communications and customer experience at Western National, I wanted to ask about something we see come up a lot at P&C carriers your size. When your team needs to update a customer-facing document like a renewal notice, cancellation letter, or declarations page, does that change still require an IT ticket and a wait?<br><br>For most mid-size insurers, the answer is yes. The templates live in a system only a developer can touch, so every compliance update or content change becomes a project. The people who actually know what the document should say are stuck waiting on someone who knows the platform.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your communications team move faster on document changes without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change
Hi Steve,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>Acuity Insurance is a good example of what this looks like when it's fixed. They moved to MHC NorthStar CCM and got their compliance and communications teams making template updates directly, without routing every change through a developer. The IT ticket queue for document work essentially stopped.<br><br>For a P&C carrier, that matters most when something time-sensitive hits. A state regulation changes, a coverage form has to be updated, renewal notices need new language across thousands of policyholders. On most legacy setups, that's a developer project. On MHC, the business side handles it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document operations at Western National. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MiWay and Acuity Insurance modernized their customer communications by reducing IT dependency and improving template agility. · Asset: UNLOCK1.PDF
Hey Steve, appreciate you connecting.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on template changes. Didn't want to let the connection sit without saying something directly.
At MHC we help insurers move template ownership to the business side, off the IT queue. MiWay and Acuity both made that shift and ended up with a lot more agility on the customer communications side without pulling developer time for every change.
Not sure how that maps to what you're managing at Western National, but happy to reconnect here if the timing ever works.
Chris
Lockton
lockton.com
· insurance
· Kansas City, US
Lockton is a global insurance brokerage providing risk management, employee benefits, and retirement services.
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 13,100+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding…
LinkedIn headcount: 14,387
No direct links found between Lockton Dunning Benefits and Documaker, PlanetPress, or Elixir DPT. Research indicates use of a proprietary analytics platform (SAGE) and standard brokerage document needs rather than high-volume legacy CCM composition.
LLM classification: Insurance HIGH
Tier 2 score 66
Chris
5000_plus employees · 1b_plus
Technology & Competitors
SAGE (Proprietary Analytics Platform)
HG Insights
Strategic Initiatives
- Establishment of the Data, Analytics and Digital Office to leverage AI for client risk insights.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: mega — Annual Revenue $4.3 billion
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- financial_growth: Reported record $4.3 billion revenue for the period ending early 2026.
- leadership_change: Kristin Moore joined as a leader within the Dunning series; continued executive committee expansion noted in 2025/2026 fiscal celeb
- legal_distress: Lockton Southeast (affiliate) reached a $9.9M settlement regarding a 2024 data breach; though affiliate-specific
- it increases enterprise focus on secure document/data handling.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (10)
completed: 1 queued: 9
0 active · 0 🔗
Jamie Shaw
VP - Global People Systems Integrations and Experience Lead
operations · vp
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Angle: Lockton Digital Transformation Leadership
Hooks: Leadership role in digital evolution and modernizing employee experience at Lockton, Success with the Concur Travel and Expense implementation and global career website launch, 10-year milestone at Lockton recently celebrated with a Rolex award
posture: peer CTA: soft type: problem_first
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Subject: document ops at Lockton
Hi Jamie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading people systems integrations at Lockton, I wanted to ask about something that comes up a lot at large insurers. Does updating documents like enrollment packets, welcome kits, or EOBs still require going through IT and waiting on a developer every time something needs to change?<br><br>At organizations your size, those requests stack up fast. A benefit plan update, a regulatory disclosure change, a new carrier added mid-year. Each one becomes a ticket. The business team knows what needs to change but can't touch the template. That lag ends up slowing down the very people systems work you're trying to modernize.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for your document operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT and shared services alignment is often bottlenecked by legacy document systems that require developer intervention for every template change.
Hi Jamie,<br><br>One more thought on the IT bottleneck piece I mentioned.<br><br>We've worked with Guardian Life and 25+ other major insurers on exactly this. The pattern is consistent: once the compliance or benefits team can update enrollment packets, EOBs, and welcome kits directly, without waiting on a developer, the change cycles that used to take weeks happen the same day. That matters when a CMS requirement lands or a plan update has to reach hundreds of thousands of members before open enrollment closes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping approval workflows and controls in place. Your IT team stops being the bottleneck for document changes and gets back to the integrations work that actually needs them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting the IT dependency as a 'legacy tax' on global people systems, transition to business-user self-service to free up high-cost technical resources for strategic integrations.
Subject: one last thing, Jamie
Hi Jamie,<br><br>Sent you a couple of notes about document operations at Lockton. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms for insurance organizations. More detail on the approach, the outcomes, and what the transition looks like in practice.<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes become too much of a friction in your people systems work, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: MHC helped Guardian and 25+ other major insurers modernize their communication stacks, moving from legacy bottlenecks to agile, business-led document composition. · Asset: ULTIMA1.PDF
Hey Jamie, appreciate you connecting.
I sent a few emails about the developer intervention piece on template changes, so I won't rehash all that. At MHC we help insurers move document ownership to the business side, off the IT queue. Guardian was in a similar spot before they made that shift, and they were one of 25+ carriers we've worked through that transition with.
Given your role across people systems and integrations at Lockton, I thought it was worth a note outside the inbox.
If any of this lands, feel free to reach out whenever.
Chris
Gerardo Macias Rojas
Flexible Benefits Director
operations · director
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Angle: Focus on creating disruptive benefit programs through technology to enrich customer experience.
Hooks: Current focus on creating disruptive benefit programs through technology to enrich the customer experience., Recent Lockton momentum including the record $4.3 billion revenue reported for early 2026., Responsibility for flexible benefits delivery which involves high volumes of EOBs, SBCs, and enrollment packets.
posture: peer CTA: soft type: problem_first
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Subject: Benefit docs keeping up with your programs?
Hi Gerardo,<br><br>Chris here from MHC Automation.<br><br>Given your role running flexible benefits at Lockton, I wanted to ask about something that comes up a lot at brokerages your size. When you're rolling out a new benefit program, does the document side ever lag behind — enrollment communications, member notices, plan summaries — still stuck waiting on a developer to update templates before anything goes out?<br><br>At a brokerage with Lockton's scale, that gap can be real. You're building programs designed to be disruptive and technology-led, but if the communications layer can't keep pace, clients feel the friction before they feel the value. Especially when you're managing benefit variations across a large employer book.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get your communications moving at the same speed as your programs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck of legacy document processes slowing down the delivery of disruptive, technology-led benefit programs.
Hi Gerardo,<br><br>Following up on what I sent about document workflows on the benefits side.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a self-service model where the ops team handles template changes directly. No IT ticket, no wait.<br><br>That matters especially when a plan design changes mid-year or a carrier updates required language. The change happens the same day instead of sitting in a queue. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>With Lockton building out its Data, Analytics and Digital Office, the document layer is one of those places where self-service can quietly unlock a lot of speed. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT for template updates, move toward a business-user self-service model for all enrollment and member communications.
Subject: One last thing on doc workflows
Hi Gerardo,<br><br>Sent you a couple of notes about document workflows on the benefits side at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Lockton can leverage T2-level insurance proof points like Guardian and Allstate, or T1 healthcare success where Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: ULTIMA1.PDF
Gerardo, good to have you connected here.
Sent you a few emails recently about the document layer slowing down delivery of new benefit programs. At MHC we help insurers get template ownership off IT queues and back to the business side. Natera cut document cycle times from two and a half weeks to two days after making that shift, and we've seen similar results with carriers like Guardian and Allstate.
Happy to reconnect here if the timing ever works.
Chris
Steve Brooks
Executive Vice President and Partner
operations · c_level
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Angle: strategic growth vs technical debt
Hooks: Executive leadership role during Lockton's record $4.3B revenue milestone, Focus on maintaining service excellence within the Dunning series growth, Balancing aggressive expansion with operational resilience following recent industry-wide data security pressures
posture: peer CTA: soft type: problem_first
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Subject: Lockton's document layer and $4.3B growth
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role at Lockton, I wanted to ask something that comes up a lot with brokerages scaling at your pace. With the volume of client-facing documents you're producing across risk management and employee benefits, is the document production layer keeping up with growth, or is it becoming a quiet bottleneck?<br><br>At Lockton's scale, even small inefficiencies compound fast. Enrollment packets, SBCs, certificates, renewal notices, all of those have to be accurate, compliant, and out the door on time. If every template change still runs through IT, that's a lot of drag on a business doing $4.3B and growing.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see if there's anything worth exploring. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy document processes acting as a bottleneck to scaling the record-breaking $4.3B revenue growth.
Hi Steve,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We work with 25+ major insurers on exactly this, and the pattern is consistent: the brokerage or carrier moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That matters especially when regulatory requirements shift mid-cycle and enrollment packets or SBCs have to be updated fast across millions of client touchpoints. At Lockton's volume, waiting on a developer for a disclosure change isn't just slow, it's a risk.<br><br>I also noticed Lockton recently stood up a Data, Analytics and Digital Office. That kind of strategic investment usually surfaces the question of which parts of the tech stack are enabling that vision and which parts are quietly working against it. Document production is often the latter.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from IT-dependent template changes to business-user self-service to ensure compliance agility for complex enrollment packets and SBCs.
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Lockton keeps scaling, feel free to reach out.
Proof: MHC supports 25+ major insurers and is ranked #1 for mid-market CCM by Aspire. · Asset: ULTIMA1.PDF
Hey Steve, appreciated the connection.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so figured I'd drop a note here too.
At MHC we help insurers get template ownership off IT queues and onto the business side. We work with 25+ major insurers and were ranked number one for mid-market CCM by Aspire, which gives you a sense of where we sit in the market.
Given Lockton's growth trajectory, the document layer is the kind of thing that tends to surface eventually.
Happy to reconnect here if the timing ever works.
Chris
Julia Klaas
SVP, IT Governance
engineering · vp
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Angle: strategic IT governance and global PMO leadership
Hooks: your recent work leading the global PMO strategy at Lockton and your partnership with Forrester to validate it, Lockton's record $4.3B revenue and the resulting pressure on scaling enterprise project management and governance, your focus on developing consistent IT governance practices across the organization's 'mega' scale operations
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Lockton's scale
Hi Julia,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT governance and global PMO at Lockton, I wanted to ask about something we see come up constantly at large brokerages. Does every insurance document change still require a developer ticket, even when the change is driven by compliance or the business side?<br><br>At Lockton's scale, that adds up fast. Enrollment packets, policy communications, client-facing notices across hundreds of plan variations. When the only path to a template update runs through IT, your PMO absorbs ticket volume that probably shouldn't be there in the first place.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the document-related load on your IT governance function. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT governance often becomes the bottleneck when every document change for EOBs or enrollment packets requires a developer ticket, creating a scarcity problem in your global PMO.
Hi Julia,<br><br>Following up on what I sent about document template changes and IT ticket load.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see at brokerages and carriers alike: once business users can manage templates directly, the backlog tied to document changes clears up fast. IT stops being the bottleneck, and the PMO stops absorbing tickets for things like updating language on a policy notice or adjusting enrollment document formatting.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>For a team running global PMO at Lockton's volume, that's not a small thing. Changes happen the same day instead of waiting in a queue.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting developer scarcity as a fixed cost, evaluate if decoupling business logic from the IT architecture can eliminate the document-related ticket backlog.
Subject: One last thing, Julia
Hi Julia,<br><br>Sent you a couple of notes about document infrastructure at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your governance function, feel free to reach out.
Proof: For an organization of Lockton's scale, managing 200+ complex insurance templates like Guardian or Allstate does not have to be a technical liability; it can be a business-user self-service asset. · Asset: CUSTOM1.PDF
Hey Julia, appreciate you connecting.
Sent you a few emails recently about the developer ticket bottleneck on document changes and how that creates a scarcity problem in governance workflows at scale. Figured LinkedIn might be a better place to pick that up.
At MHC we help insurers move template ownership to the business side so IT stops being the queue for every EOB or enrollment packet change. Allstate manages 200+ complex templates that way now, without the technical overhead.
Happy to reconnect here if the timing ever works.
Chris
Kelly King
Senior Vice President
operations · vp
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Angle: strategic growth and digital evolution at Lockton Dunning
Hooks: Leadership Dallas Class of 2025 participation, Strategizing with prospects while managing unique client challenges in the current Dallas market, Recognition of Lockton Dunning's record revenue growth and Best Places to Work status
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Lockton
Hi Kelly,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Lockton, I wanted to ask about something we see come up a lot at large brokerages. When policy documents, enrollment packets, or client-facing benefit communications need to change, is that still a developer project on your end?<br><br>At the volume Lockton operates, that dependency adds up fast. A regulatory update or a client-specific change hits, and the business team writes a ticket and waits. The people who know what the document should say aren't the ones who can actually change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and 'resource challenges' mentioned in your recent posts can cripple the speed of document-heavy insurance operations like EOB and enrollment packet updates.
Hi Kelly,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees, and their compliance team now handles template changes directly. The wait disappears entirely.<br><br>At Lockton's scale, with millions of client touchpoints across risk and benefits, that kind of change cycle matters. A carrier notice comes in, a client-specific endorsement needs updating, and on most legacy systems that's still an IT ticket. On MHC NorthStar CCM, the ops team makes the change the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of standard digital tools adding to technical debt, the focus should be on self-service platforms that allow business teams to manage complex benefit communications without a developer ticket.
Subject: One last thing, Kelly
Hi Kelly,<br><br>Sent you a couple of notes about document ops at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps industry leaders like Allied Benefits eliminate $4/document in manual costs while accelerating template cycles from weeks to days. · Asset: GUC3E41.PDF
Hey Kelly, glad to be connected.
I sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the IT dependency side of template changes at scale. At MHC we help insurers move that ownership to the business side so updates to things like EOB and enrollment packets don't sit in a developer queue. Allied Benefits cut per-document costs by $4 and got template cycles down from weeks to days doing exactly that.
If any of this lands, feel free to reach out whenever.
Chris
Dina Rudow
Senior Vice President, Director
operations · vp
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Angle: growth and strategy alignment
Hooks: Your recent post about Lockton Dunning's new downtown Austin office and reaching 30 employees in that market., Your background in providing support on employee communication material and benchmarking welfare benefits., Lockton's record $4.3B revenue growth and the strategic need to modernize document operations to match this scale.
posture: peer CTA: soft type: problem_first
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Subject: Lockton docs at $4.3B scale
Hi Dina,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing employee communications at Lockton, I wanted to ask about something we see come up a lot at brokerages your size. When enrollment packets, SBCs, or welcome kits need an update, does that still require going through IT and waiting on a developer to touch the template?<br><br>At the volume Lockton operates, with millions of member-facing documents going out across benefit lines, that wait adds up fast. A small copy change to an ANOC or a denial letter becomes a ticket, a queue, and a delay. We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait per change for EOBs and enrollment packets
Hi Dina,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Allied Benefits processes over 1 million annual communications across 250+ templates and 80+ plan variations. They were dealing with the same thing: every change to member-facing documents meant involving a developer. They eliminated $4 per document in vendor fees after moving to MHC, but the bigger win was that their ops team started handling template updates directly. Enrollment packets, EOBs, ID cards. Changes happen the same day instead of waiting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place. At Lockton's scale, with $4.3B in revenue and a growing footprint, the document layer needs to keep pace with the business.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate document template bottlenecks
Subject: One last thing, Dina
Hi Dina,<br><br>Sent you a couple of notes about document template bottlenecks at Lockton. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms. It covers how insurers and benefits-focused teams like yours have handled this at scale.<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes ever become too much of a friction on your team, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Lockton's scale warrants an Aspire #1 mid-market rated CCM like Guardian and Allstate use. · Asset: UNLOCK1.PDF
Dina, good to connect. Sent you a few emails about the IT ticket wait on EOBs and enrollment packets, so you have some context on where I was going with that.
At MHC we help insurers get template changes off the developer queue and into the hands of the business side. Guardian and Allstate both moved that direction, and given Lockton's scale it's a conversation that tends to go somewhere useful pretty quickly.
Happy to reconnect here if the timing ever works.
Chris
Molly Berndt
VP, People Solutions Tech Operations Executive
operations · vp
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Angle: Lockton Dunning expansion and document delivery friction
Hooks: your recent transition into the Tech Operations Executive role for People Solutions, Lockton’s record $4.3B revenue milestone, streamlining SBC and enrollment packet delivery for the Dunning series
posture: peer CTA: soft type: problem_first
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Subject: Document delivery at Lockton's scale
Hi Molly,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing People Solutions tech ops at Lockton, I wanted to ask about something we see come up a lot at brokerages your size. When your team needs to update client-facing documents, does that still require going through IT for every change?<br><br>At the volume Lockton operates, that bottleneck adds up fast. New carrier relationships, benefits plan updates, compliance language changes across hundreds of client accounts. If the people who know what a document should say can't update it directly, every change becomes a project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your ops team and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Molly,<br><br>One more thought on the document ops piece I mentioned.<br><br>Guardian Life is one of the companies that runs their policyholder communications on MHC NorthStar CCM. Same pattern comes up with most of the 60+ insurance organizations we work with. Once the compliance or ops team can make template changes directly, without writing a ticket and waiting on a developer, the change cycle compresses significantly.<br><br>That matters most when something has to move fast. A carrier update, a benefits language change, a state compliance requirement. At Lockton's scale, with millions of client-facing documents in play, the wait on the developer side isn't just annoying, it's a real delivery risk.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Molly
Hi Molly,<br><br>Sent you a couple of notes about document ops at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction for your team, feel free to reach out.
Proof: Guardian and 25+ other insurers trust our mid-market CCM solution · Asset: UNLOCK1.PDF
Hey Molly, appreciate you connecting.
I sent a few emails over the past couple of weeks about the legacy document platform piece, so you probably have some context on what we do. At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and 25 or so other insurers have made that shift with us, which is what made me think Lockton might be worth a conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Andrea Godber
VP - Director of Strategic Operations
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic growth and operational efficiency
Hooks: your role leading Strategic Operations as Lockton reaches a record $4.3B in revenue, transition from math education to scaling insurance operations over 11 years at Lockton, competing in the IRONMAN 70.3 World Championship in New Zealand
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Lockton's scale
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic operations at Lockton, I wanted to ask about something that comes up a lot at brokerages your size. When your team needs to update client-facing documents like certificates, policy summaries, or compliance notices, does that still require going through IT and waiting on a developer?<br><br>At the volume Lockton operates, that wait adds up fast. A template change that should take an afternoon turns into a two-week ticket queue. The ops team knows exactly what the document needs to say, but they can't touch it without involving someone on the technical side.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to get your ops team more direct control over document quality and compliance without adding IT dependency. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Operational friction in scaling document-heavy processes like EOBs and SBCs as the firm hits record revenue, where IT ticket backlogs for simple template changes become a primary bottleneck.
Hi Andrea,<br><br>One more thought on the document ops piece I mentioned.<br><br>We work with 25+ insurers, including Guardian Life and Allstate, on exactly this problem. The pattern is consistent: once business users can manage templates directly, the wait for IT stops being the default, and changes happen the same day.<br><br>That matters at Lockton's scale. With millions of client touchpoints moving through your operation, a regulatory language update or compliance change shouldn't be a developer project. It should be something your ops or compliance team handles directly, with the right controls already built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernization isn't just about the digital interface; it's about removing the 'technical tax' on the business—allowing Ops to own document quality and compliance (like 508) without waiting on developer scarcity.
Subject: One last thing, Andrea
Hi Andrea,<br><br>Sent you a couple of notes about document operations at Lockton. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management ever becomes a real friction point for your team, feel free to reach out.
Proof: MHC helps 25+ insurers, including Guardian and Allstate, achieve mid-market leadership by enabling business users to handle complex member comms. · Asset: UNLOCK1.PDF
Hey Andrea, good to be connected.
Sent you a few emails recently about the IT ticket bottleneck on template changes as Lockton scales, so you have some context on where I was coming from.
At MHC we help insurers move template ownership to the business side so document changes stop sitting in a developer queue. Guardian and Allstate are both running that way now, which is part of how they've kept pace with volume growth without adding IT overhead.
Worth a quick conversation to see if any of this is relevant?
Chris
Byron Clymer
EVP & Global Chief Information Officer
engineering · c_level
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Angle: global platform scaling + 2026 growth momentum
Hooks: your focus on developing global platforms to empower associates following Lockton's record $4.3B revenue performance, your background in large-scale IT transformations at Freightquote and CenturyLink, the complexity of managing member communications across Lockton’s 100+ global offices during this scale phase
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Lockton
Hi Byron,<br><br>Chris here from MHC Automation.<br><br>Given your role as Global CIO at Lockton, I wanted to ask about something that comes up a lot at large insurance brokerages. With your growth momentum heading into 2026 and the new Data, Analytics and Digital Office standing up AI-driven client insights, I was curious whether the document production layer is keeping pace with the rest of that modernization work.<br><br>At your volume, the challenge we see most often is that client-facing documents like policy summaries, risk reports, and coverage communications are still being managed in systems only a developer can touch. Every compliance update or content change becomes an IT project. That's a tough spot when you're trying to move fast globally.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction on the document side as your platform scales. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Byron,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly. The IT ticket never gets written.<br><br>At Lockton's scale, with millions of client touchpoints and a global platform, that kind of change cycle matters. Especially when regulatory language has to update across dozens of markets at once and the people who know what the document should say are waiting on a developer queue to move.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Byron
Hi Byron,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Good to be connected, Byron.
Sent you a few emails about the legacy document platform piece at Lockton, so you have the context. At MHC we help insurers move template ownership off IT and onto the business side, which tends to free up some capacity on the architecture layer too.
A number of the larger carriers have made the move, Allstate and Intact among them, and we work with 25+ insurers altogether at this point.
Happy to reconnect here if the timing ever works.
Chris
Brandon Parker
Director of IT
engineering · director
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Subject: —
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Pain angle:
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Reframe:
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Proof:
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Guardian Life
guardianlife.com
· insurance
· New York, US
A mutual insurance company providing life, disability, and employee benefits alongside wealth management solutions.
Who we are
Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.
Today, we stand behi…
LinkedIn headcount: 10,081
Corroborated by LinkedIn profiles of technical staff (e.g., Senior Software Engineers at TCS/Wipro) explicitly citing OpenText Exstream and xPression projects for Guardian Life Insurance insurance clients. Secondary detection of SmartCOMM at Guardian India for Associate Engineers.
Tier 2 score 66
Chris
⭐ OpenText Exstream
5000_plus employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
PHP
HG Insights
Strategic Initiatives
- Restructured Individual Markets into Financial Protection & Retirement Solutions and Client Solutions & Wealth Management.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Life, Disability, and Employee Benefits
Awareness: stage_2
Scale: mega — policyholders 12,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits, EOBs, SBC, ANOC, EOC, denial letters, enrollment packets, ID cards, provider comms
Best proof: Guardian Life ($13.4B Top 10 life) is already benchmarked on NorthStar CCM (T2_metric).
Live Signals (leadership, M&A, events)
- leadership_change: Mike Perry joined as Head of Client Solutions & Wealth Management; Michael Prestileo appointed to lead Enterprise Strategy & Growth
- growth: Announced record 2026 dividend allocation of $1.7 billion to policyholders; 2025 operating income hit record $2.5 billion.
- digital_transformation: Guardian restructuring into three business units to accelerate transition to a 'consumer-centric
- data-driven organization' under CEO Andrew McMahon.
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
2
Current
True
Contacts (13)
completed: 2 queued: 11
0 active · 1 🔗
Sandeep Sharma
Head of Data Engineering
engineering · vp
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Angle: enterprise data platform modernization and architectural leadership
Hooks: Your leadership in scaling Guardian's enterprise data platforms and transitioning critical elements to a cloud strategy., Specific experience architecting the group provider management system (DNA) and enterprise integration layers (BUS)., Commitment to modernizing legacy ecosystems to turn data into a strategic asset, especially given Guardian's record 2026 dividend allocation.
posture: peer CTA: soft type: problem_first
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Subject: document layer at Guardian
Hi Sandeep,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data engineering at Guardian, I wanted to ask about something that comes up a lot at carriers your size. When a compliance or ops team needs to update something in a policy contract, premium notice, or beneficiary letter, does that still require an IT ticket and a developer who knows the document system?<br><br>At mega-scale insurers, that dependency gets expensive fast. Millions of policyholder documents, dozens of document types, and every change sits in a queue waiting on someone who knows the platform internals. With Guardian restructuring around a consumer-centric, data-driven model, I'd imagine the document production layer is somewhere on the modernization list.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Sandeep,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We've worked with large insurers running 100+ document types across policy admin, claims, and enrollment systems. The pattern we see: declarations pages, EOBs, denial letters, welcome kits, all managed in a system only a developer can touch. When a regulatory change hits, it becomes a developer project instead of a compliance project. The ticket never gets written by the business side because they can't.<br><br>That's what MHC NorthStar CCM does differently. Your compliance or ops team makes the change directly, with approval workflows built in, and IT isn't the bottleneck anymore. For an organization processing $1.7 billion in annual dividends and tens of millions of policyholder documents, that kind of speed matters when a disclosure requirement changes overnight.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce technical debt and integration burden.
Subject: one last thing, Sandeep
Hi Sandeep,<br><br>Sent you a couple of notes about the document infrastructure piece at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms for carriers dealing with exactly this kind of IT dependency at scale.</a><br><br>If current document composition processes become too much of a friction as Guardian moves through its restructuring, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Guardian is a T2 partner; for similar mega-scale transformations, we help insurers eliminate IT bottlenecks across 100+ document types. · Asset: ULTIMA1.PDF
Sandeep, good to have you in the network.
I sent a few emails about the IT dependency bottleneck on template changes in OpenText and Quadient environments, so you've got the context. At MHC we help insurers move that ownership to the business side, off the developer queue. We've worked through similar transformations with insurers running 100+ document types where the ticket backlog was the core bottleneck, and the volume alone made manual IT routing unsustainable.
If any of this lands, feel free to reach out whenever.
Chris
Anand Kumar
Senior Vice President, Head of Enterprise Architecture
engineering · vp
completed
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📋 ULTIMA1.PDF
Angle: enterprise architecture alignment with Guardian's digital transformation units
Hooks: your role leading Enterprise Architecture as Guardian restructures into three units to accelerate digital modernization, the recent $1.7B dividend allocation signaling a major scale for policyholder communications, your background in cloud strategy and complex integrations for BFSI systems
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT architecture lock-in risk with legacy OpenText Exstream blocking the modernization roadmap
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Reframe: move from IT-heavy document composition to business-user self-service to eliminate developer scarcity bottlenecks
Subject: —
—
Proof: Guardian and 25+ other insurers are listed as T2 users, but MHC provides specific T1 proof via Guardian's peer network in the ULTIMA1.PDF asset · Asset: ULTIMA1.PDF
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Mike Perry
Head of Client Solutions & Wealth Management
operations · vp
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Angle: strategic AI transformation and the Avantos partnership
Hooks: Your February 2026 announcement regarding the strategic partnership with Avantos to modernize wealth management onboarding, Guardian's record $1.7 billion dividend allocation for 2026, The initiative to replace fragmented legacy systems with a unified data environment for advisors
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the Avantos build
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Client Solutions and Wealth Management at Guardian, I wanted to ask about something that comes up a lot during transformations like the one you're in the middle of. When Guardian is rebuilding around AI and partnerships like Avantos, is the document production layer keeping up with the rest of those efforts?<br><br>In our experience, it usually doesn't. The systems generating policyholder communications, policy documents, and client-facing notices tend to be older, developer-dependent, and slow to change. When the business needs to move fast, they're waiting on IT to touch a template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation
Hi Mike,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian is already in our customer base, so I won't pretend this is a cold introduction to the brand. What I've seen across the 60+ insurers we work with is a consistent pattern: the carriers that move fastest through a transformation are the ones that got the document layer out of IT's hands early.<br><br>The insurers on MHC NorthStar CCM let their compliance and ops teams update templates directly, with controls in place. When a regulatory change hits or a new product rolls out, the change happens the same day instead of waiting in a ticket queue.<br><br>At Guardian's scale, with millions of policyholders across life, disability, dental, and wealth, that kind of speed matters. Especially as you're restructuring around Financial Protection and Retirement Solutions and building out the Avantos capabilities.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about document infrastructure at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the transformation moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Mike, appreciate the connect.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so figured LinkedIn was a better place to continue that conversation. At MHC we help insurers move template ownership off IT and onto the business side. Allstate and Acuity are both running on the platform now, and Acuity's team in particular moved faster on client communications updates once that handoff happened.
If any of this lands, feel free to reach out whenever.
Chris
Erin Culek
Head of Financial Protection & Retirement Solutions
operations · vp
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Angle: strategic transition and tech empathy
Hooks: your recent discussion on AWS Executive Insights regarding leading transformation with empathy and curiosity, Guardian's restructuring into three consumer-centric business units to accelerate data-driven growth, the record $1.7 billion dividend allocation for 2026 demonstrating commitment to policyholder value
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Guardian Life
Hi Erin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Financial Protection and Retirement Solutions at Guardian, I wanted to ask about something that comes up a lot at insurers your size. With millions of policyholders across life, disability, and wealth products, does updating customer-facing documents still require going through IT and waiting on a developer every time?<br><br>At the scale Guardian operates, that wait compounds fast. A regulatory change or product update means someone has to track down the right template, open a ticket, and hope the developer who knows the system is available. Meanwhile the change sits in a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: platform_evaluation
Hi Erin,<br><br>Following up on what I sent about document template changes at Guardian.<br><br>We work with 25+ major insurers and the pattern is pretty consistent. The compliance or ops team knows exactly what the document needs to say. But the change still goes through IT because the platform requires it. At your volume, that delay shows up everywhere, policy communications, renewal notices, benefit updates across life and disability lines.<br><br>The way MHC NorthStar CCM handles this differently: your compliance or ops team makes the change directly, within the guardrails IT already set. The ticket never gets written because it doesn't need to be.<br><br>We've seen this matter most when a regulatory update has to go out to millions of policyholders fast and the window is short.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Erin
Hi Erin,<br><br>Sent you a couple of notes about document infrastructure at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian is part of our Tier 2 metrics, having served 25+ major insurers and ranked #1 in mid-market by Aspire. · Asset: ULTIMA1.PDF
Erin, appreciate you connecting.
I sent a few emails recently about the CCM evaluation piece I mentioned, so you have some context on what MHC does. Short version: we help insurers move template ownership to the business side so document changes stop sitting in IT queues.
One thing that tends to matter during evaluations is third-party validation. We're ranked #1 in mid-market by Aspire and have worked with 25+ major carriers, so there's a reference pool worth tapping if that's useful.
If any of this lands, feel free to reach out whenever.
Chris
Alvin Ling
Head of Group Digital
operations · vp
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Angle: strategic digital experience and tech simplification
Hooks: your transition to Head of Group Digital since September 2024, overseeing the digital experience roadmap for Guardian's restructuring into three focused business units, previous tenure as CTO of Guardian Direct and your background in building custom multi-tenant CMS platforms at Wenner Media
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Guardian Life
Hi Alvin,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Group Digital at Guardian Life, I wanted to ask about something that comes up a lot in insurance modernization efforts at your scale. When you're pushing toward a better digital experience and simplifying the tech stack, does the document production layer tend to be one of those things that keeps lagging behind the rest of the roadmap?<br><br>At organizations with millions of policyholders, the pattern we see is that customer-facing documents, things like policy correspondence, certificates, renewal notices, and benefit summaries, are still being produced on platforms that only a developer can touch. So every time a business change or regulatory update hits, it becomes an IT project. That creates drag right in the middle of initiatives that are supposed to be moving fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction on the document side of your digital roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation
Hi Alvin,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months. That kind of consolidation is usually what unlocks the speed that modernization efforts are actually trying to deliver.<br><br>The reason it happens is that compliance and ops teams start handling template changes directly. The wait disappears. When a regulatory change hits or a product line gets restructured, the people who own the content can update the documents the same day without filing a ticket.<br><br>Given Guardian's recent move to restructure around Financial Protection and Retirement Solutions, I'd imagine there are document workflows tied to those new structures that need to stay in sync. That kind of transition is exactly where MHC NorthStar CCM tends to show up, keeping the document layer moving at the same pace as the business.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient
Subject: One last thing, Alvin
Hi Alvin,<br><br>Sent you a couple of notes about the document infrastructure piece at Guardian Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Alvin, appreciate you connecting. Sent you a couple of emails recently about the document infrastructure gap in the modernisation work, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so IT queues stop blocking digital rollouts. Companies like Allstate and Intact have gone through that same shift.
If any of this lands, feel free to reach out whenever.
Chris
Cindy Wright
Director, Customer Experience and Information Support
operations · director
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📋 UNLOCK1.PDF
Angle: strategic automation for group operations
Hooks: Leadership in vendor management and automation strategy for Group Operations (claims, billing, new business), Experience managing back-office operations across disability, life, and dental product lines, Background in leveraging innovation to improve broker and member communications
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change
—
Reframe: Business-user self-service to eliminate ticket wait times
Subject: —
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Proof: Guardian is a T2 customer; MHC has 25+ insurers + Aspire #1 mid-market ranking · Asset: UNLOCK1.PDF
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Dan Mulligan
Head of Digital Workplace and Collaboration Technology
engineering · vp
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Angle: recent move into Digital Workplace leadership and focus on AI-driven transformation
Hooks: Transition from Everest to Guardian Life in Feb 2025, Current focus on GenAI and Copilot for workplace productivity, Background in cloud-centric ecosystem modernization and digital transformation
posture: peer CTA: soft type: problem_first
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Subject: Document layer + Digital Workplace, Dan
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Digital Workplace and Collaboration Technology at Guardian, I wanted to ask about something that comes up a lot at large insurers. With the restructuring into Financial Protection and Retirement Solutions and Client Solutions and Wealth Management, I was curious if the document production layer is keeping up with those new business structures, or if template changes still route through a developer queue.<br><br>At your scale, that's not a small thing. Millions of policyholder communications across life, disability, dental, and vision, declarations pages, policy notices, renewal correspondence, all of it touching different systems. When a business unit wants to update a template, if that requires a developer who knows the composition system, the wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on the document change side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: it_architecture -> developer scarcity and integration burden
Hi Dan,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>Something I should have included: we work with 25+ insurers running MHC across multiple lines of business. The pattern we see is that the insurer starts with one product line, business users start managing templates directly, and the IT ticket queue for document changes stops being a bottleneck. That matters especially when a regulatory change or a new disclosure requirement has to reach millions of policyholders fast across policy notices, renewal correspondence, and certificates of insurance.<br><br>With Guardian's recent reorganization into new business units, I'd imagine template ownership questions are coming up. Who updates the document when the business unit owns the product but the template lives in a system only a developer can touch.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change directly, with controls in place that IT sets upfront.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient -> IT dependency bottleneck for template changes
Subject: One last thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about the document infrastructure side of things at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you build out the Digital Workplace vision, feel free to reach out.
Proof: T2: Guardian already a known MHC user for other lines; showcase scalability across 25+ insurers. · Asset: ULTIMA1.PDF
Hey Dan, glad to be connected.
Sent you a few notes recently about the developer scarcity and integration load that tends to come with document template work. At MHC we help insurers move that ownership to the business side so IT teams aren't the bottleneck on every change. We work with 25 or so carriers at this point, and the pattern holds pretty consistently across different team structures and tech stacks.
Given Guardian's footprint, there may already be some internal context on how MHC fits in. If any of this lands, feel free to reach out whenever.
Chris
Michael Prestileo
Chief Strategy Officer
operations · c_level
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Angle: enterprise growth and digital-first strategy
Hooks: Recent appointment to lead Enterprise Strategy and Growth Portfolio with a focus on data and AI., The record-breaking $1.7 billion dividend allocation for 2026 reflecting a massive scale of policyholder communications., Oversight of 'Business Excellence' and 'Sourcing' teams which directly manage platform vendor relationships like OpenText.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Guardian's scale
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Strategy Officer at Guardian Life, I wanted to ask about something we see come up a lot at insurers your size. With millions of policyholders across life, disability, dental, and vision, does every change to a customer-facing document still require a developer to touch the template before it goes out?<br><br>At companies running older document systems, that's usually how it works. A compliance update, a disclosure change, a new product rollout, and someone has to open a ticket and wait for IT to make the fix. At Guardian's volume, that wait has real consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Michael,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life is actually one of the organizations we work with, alongside Allstate, Intact Financial, and Acuity Insurance. The pattern we see across all of them is similar: the insurer starts letting the business side handle template changes directly, and the wait for IT stops being part of the process.<br><br>With declarations pages, renewal notices, claims correspondence, and premium notices going out at your volume, the difference between a same-day update and a two-week ticket can mean millions of documents going out with outdated language.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Guardian Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: UNLOCK1.PDF
Hey Michael, appreciate you connecting.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, so figured LinkedIn made sense as a follow-up channel.
At MHC we help insurers move template ownership off IT queues and onto the business side. It's something Allstate and Intact have worked through with us, and the unlock tends to be faster than teams expect once the platform dependency is removed.
Worth a quick conversation to see if any of this is relevant?
Chris
Judi McCarthy
Enrollment Communications & Marketing Professional, Group Benefits
operations · director
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Angle: strategic enrollment comms alignment
Hooks: your focus on 15+ years of strategic marketing for employee enrollment campaigns, Guardian's record 2026 dividend allocation of $1.7 billion, the Group Benefits division's recent milestone of surpassing $1 billion in new sales
posture: peer CTA: soft type: problem_first
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Subject: Enrollment comms at Guardian
Hi Judi,<br><br>Chris here from MHC Automation.<br><br>Given your role in enrollment communications at Guardian, I wanted to ask about something we see come up constantly at insurers your size. When a group benefits document needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At companies running millions of policyholder communications, that dependency creates real friction, especially when enrollment deadlines don't move. A change to a benefits summary or enrollment kit that should take a day ends up taking weeks because only a developer can get into the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help your team move faster on enrollment communications without the IT bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes (OpenText Exstream)
Hi Judi,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One pattern we see a lot with large insurers: enrollment communication timelines get compressed every year, but the process for updating templates stays the same. A carrier needs to push revised benefits language across dozens of group plan variants before open enrollment. On most legacy systems, that's a developer project.<br><br>Essilor is a good example outside insurance. They reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations, going from 25% automated straight-through processing to 98% in three months. The shift happened when the ops team stopped waiting on IT for every change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>At Guardian's volume, that matters when enrollment season hits and every group benefits document has to go out accurate and on time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service vs. developer scarcity
Subject: One more thing, Judi
Hi Judi,<br><br>Sent you a couple of notes about the enrollment comms bottleneck at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction during enrollment cycles, feel free to reach out.
Proof: Guardian and other major insurers (Allstate, Acuity) leverage MHC to modernize while supporting 25+ industry-specific document types · Asset: UNLOCK1.PDF
Judi, good to be connected. Sent you a few emails about the IT ticket bottleneck on template changes, so figured I'd reach out here too.
At MHC we help insurers move template ownership to the business side, off the developer queue. A few names you'd recognise are already on that path, Allstate and Acuity among them, managing 25-plus document types without routing every change through IT.
Given your enrollment communications work, the Exstream dependency piece I mentioned might be more relevant than the emails made it sound.
Happy to reconnect here if the timing ever works.
Chris
Drew DeChristopher
Head of LTD, Life & Supplemental Health Claim Operations
operations · vp
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Angle: document-heavy claims transformation
Hooks: Ongoing 7-year tenure leading LTD, Life & Supplemental claims operations at Guardian, Prior decade at Prudential focused on Total Quality Management and LEAN process improvements, Mention of Guardian’s record $1.7B dividend allocation for 2026 reflecting scale and policyholder commitment
posture: peer CTA: soft type: problem_first
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Subject: Claim letter updates at Guardian
Hi Drew,<br><br>Chris here from MHC Automation.<br><br>Given your role running LTD, life, and supplemental health claim operations at Guardian, I wanted to ask about something that comes up a lot at carriers your size. When a death claim or LTD intake triggers a denial letter or a claimant correspondence, does updating that template still require an IT ticket and a developer?<br><br>At high volumes, that wait adds up fast. A regulatory language change, a process update, a new state requirement. Each one is a developer project before anything goes out the door. With millions of policyholders, even a one-week delay in the change cycle affects a lot of people.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team get faster turnaround on claim communications without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Every claim event (death claims, LTD intake) triggers high-stakes communications like EOBs and denial letters that currently depend on IT for even minor template updates in OpenText Exstream.
Hi Drew,<br><br>Following up on what I sent about claim template updates.<br><br>One example I wanted to share: Natera cut their document turnaround from 2.5 weeks to 2 days. Different industry, but the dynamic is the same. High-stakes correspondence, compliance requirements, and a change process that ran through developers every single time.<br><br>Once their team moved to a model where the people who own the content make the updates directly, the wait disappeared. For a claim operation like yours, that matters when a state changes its required language for denial letters or LTD adverse action notices and it has to go out fast across a large claimant base.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: While Guardian is restructuring to accelerate its digital transition, defaulting to the latest OpenText version often preserves the 'IT dependency' bottleneck; evaluate if business-user self-service for claim letters is the missing piece of your LEAN roadmap.
Subject: One last thing, Drew
Hi Drew,<br><br>Sent you a couple of notes about claim document ops at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Helped Guardian-tier insurers like Allstate and Intact modernize their CCM; notably, Natera (T1 Healthcare) reduced template turnaround from 2.5 weeks to 2 days, a 90% efficiency gain applicable to high-volume claims correspondence. · Asset: UNLOCK1.PDF
Hey Drew, appreciate you connecting.
Sent you a few emails about the IT dependency on template changes for claims correspondence. At MHC we help insurers get that work off the developer queue and into the hands of the business team directly.
Allstate and Intact have both gone through that shift with us, and one healthcare payer we worked with cut template turnaround from two and a half weeks to two days on high-volume correspondence.
Given you're running LTD and life claim ops, that bottleneck tends to show up in exactly the moments that matter most.
If any of this lands, feel free to reach out whenever.
Chris
Wendy Wahl
Chief Marketing & Communications Officer
operations · c_level
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Angle: strategic_transformation
Hooks: Mentioning her leadership in the 2024 launch of 'The Guardian Annual' and the collaboration between Marketing and Consumer Experience teams., Recognizing her expanded role as Chief Marketing & Communications Officer and its focus on integrated, modernized consumer solutions., Noting her goal to accelerate digital marketing capabilities and 'wow' the consumer as Guardian restructures.
posture: peer CTA: soft type: problem_first
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Subject: Guardian Life: document changes
Hi Wendy,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing marketing and communications at Guardian Life, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update a policyholder-facing document, does that change have to go through IT, or can your communications team make it directly?<br><br>At organizations running millions of policyholder communications, that dependency adds up fast. A regulatory tweak to a renewal notice, a brand update to a claims letter, a disclosure change on a premium notice. Each one becomes an IT ticket, a queue, a wait. With Guardian's restructuring across Financial Protection and Retirement Solutions, I'd imagine the pressure to move faster on communications has only grown.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your communications team move faster on document changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Wendy,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>The pattern we see at large insurers is pretty consistent. Policy documents, renewal notices, claims correspondence, all of it sits in systems where a developer has to touch the template for any change to go out. Your compliance or communications team spots the issue, writes the ticket, and then waits. At your volume, that wait has real consequences.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. The compliance team makes the change directly, within the approval workflows IT sets up. The ticket never gets written.<br><br>Guardian, Allstate, Intact, and Acuity all run their policyholder communications on MHC. The pattern is the same across the board: business teams start managing templates directly, and IT stops being the bottleneck for every document update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One resource before I stop
Hi Wendy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: UNLOCK1.PDF
Wendy, good to have you here. I sent a few emails about the IT ticket bottleneck on template changes, so this feels like a natural place to continue that thread if any of it was relevant.
At MHC we help insurers move template ownership to the business side, off the developer queue. Allstate and Acuity are both running on it now, which is part of why I reached out to Guardian specifically.
If any of this lands, feel free to reach out whenever.
Chris
Steve Rullo
Chief Digital & Technology Officer
engineering · c_level
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Angle: strategic AI focus and HCLTech partnership
Hooks: your recent commentary on building AI into Guardian's core workflows, specifically transforming underwriting and customer service, the January 2026 strategic partnership with HCLTech to accelerate your AI-driven technology transformation journey, your focus on using Microsoft 365 Copilot to empower faster execution for the teams supporting millions of consumers
posture: peer CTA: soft type: problem_first
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Subject: Document layer holding back AI roadmap?
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Guardian's digital and technology strategy, I wanted to ask about something that comes up a lot with insurers at your scale. As you're pushing toward an AI-native operating model, is the document layer one of those things that keeps surfacing as a bottleneck?<br><br>What I typically hear from CDTOs is that the bigger the AI and modernization ambition, the more visible the legacy CCM debt becomes. Template changes still require developers. Regulatory updates queue up. Business teams can't move at the speed the strategy requires. With millions of policyholders across life, disability, dental, and vision, that gap compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency that tends to slow down modernization programs at this scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: As you lead Guardian's shift to an AI-native operating model, legacy architecture like OpenText Exstream often creates a 'modernization tax' where digital-first initiatives are bottlenecked by the developer scarcity required to maintain complex templates.
Hi Steve,<br><br>One more thought on the modernization bottleneck piece I mentioned.<br><br>Essilor is a useful comparison. They reduced their template library by 60% and cut infrastructure costs by 65% across 30 global locations. They also went from 25% automated straight-through processing to 98% in three months. The driver was getting the business side into the template management workflow so IT stopped being the gate for every change.<br><br>That pattern matters a lot when you're restructuring around Financial Protection and Retirement Solutions and Client Solutions and Wealth Management. Each business unit has its own document requirements. When a product change or regulatory update hits, the team that knows what the document should say is the one that needs to make the change, not a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Beyond just a 'lift and shift' to the cloud, the risk with entrenched vendor platforms is an architecture lock-in that prevents self-service; true digital transformation requires a CCM that business users can manage without a six-month IT ticket queue.
Subject: One more thing before I go quiet
Hi Steve,<br><br>Sent you a couple of notes about the document infrastructure piece at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in the AI roadmap, feel free to reach out.
Proof: For an insurer of Guardian's scale, we've helped peers like Guardian and Allstate move away from legacy dependency, joining 25+ insurers who use our platform to manage complex policy changes without developer bottlenecks. · Asset: UNLOCK1.PDF
Hey Steve, appreciated the connection.
Sent you a few emails about the developer bottleneck piece on template management as Guardian moves toward an AI-native model. Figured LinkedIn might be a better place to continue that.
At MHC we help insurers move template ownership off the developer queue and to the business side. Allstate is one of about 25 insurers now managing complex policy changes without routing every update through an IT ticket.
If any of this lands, feel free to reach out whenever.
Chris
Mujib Khan
Director, Head of Middleware Technology and Observability Solutions
engineering · director
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📋 CCM_Buyers_Guide.pdf
Angle: middleware & observability expertise
Hooks: Leadership role overseeing middleware technology and observability at Guardian since December 2025, 24-year tenure at Guardian Life across database administration and DevOps functions, Overseeing technology integration for a mega-scale insurer with a $1.7B dividend allocation
posture: peer CTA: soft type: problem_first
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Subject: document changes at Guardian
Hi Mujib,<br><br>Chris here from MHC Automation.<br><br>Given your role leading middleware and observability at Guardian, I wanted to ask about something that comes up a lot at carriers your size. Does every template change for documents like policy contracts, premium notices, or beneficiary notices still require a developer to touch the system before anything goes out?<br><br>At mega-scale insurers, that dependency tends to show up as a queue problem. A compliance update hits, someone files a ticket, and now your team is the critical path for something the business side should be able to handle directly. With millions of policyholders and a document library covering everything from enrollment packets to denial letters, that queue adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT surface area around document changes at Guardian. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Mujib,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>We work with carriers that run large document libraries across policy admin, claims, and enrollment systems. The pattern we see most often: a regulatory change lands, and updating something like an ANOC or a surrender letter becomes a developer project instead of a compliance task. The ticket gets written, the queue fills up, and the change takes weeks.<br><br>That's what MHC NorthStar CCM does differently. It lets your compliance or ops team make the change directly, with approval workflows built in, so IT stops being the bottleneck for every document that touches a policyholder. Given Guardian's push toward a more data-driven operating model, getting more visibility and control into the document layer seems like it fits that direction.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one more thing, Guardian
Hi Mujib,<br><br>Sent you a couple of notes about document infrastructure at Guardian. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms for carriers dealing with exactly this kind of IT dependency issue.</a><br><br>If current document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Guardian's peers like Allstate and Guardian itself (T2) leverage CCM to manage large-scale insurance communications, where MHC typically delivers #1 mid-market value per Aspire. · Asset: CCM_Buyers_Guide.pdf
Hey Mujib, appreciated you connecting.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on template changes, which I figured might resonate given your middleware and infrastructure scope at Guardian. At MHC we help insurers move template ownership off IT queues to the business side. Allstate is one carrier where that shift made a real dent in how their communications teams operate day-to-day.
Not sure if it's the right timing on your end, but happy to reconnect here if the timing ever works.
Chris
Devoted Health
devoted.com
· healthcare_medtech_pharma
· Waltham, US
Integrated healthcare company providing Medicare Advantage plans and in-home clinical care for seniors.
“Our mission: to dramatically improve the health & well-being of older Americans by caring for everyone like family”
At Devoted Health, we’re on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. Founded in 2017, we've grown fast and now serve members all across the United States. We've gathered smart, diverse, and big-hearted people to create a n…
LinkedIn headcount: 2,081
Research did not yield a specific CCM vendor name. The company utilizes a proprietary health data platform ('Orion'), which likely handles core member data integration for communications. Key contact (Print Production Manager) suggests internal oversight of output, but no direct ties to Documaker, P
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
1001_5000 employees · 1b_plus
Technology & Competitors
Orion (Proprietary Health Data Platform)
HG Insights
Strategic Initiatives
- Geographic expansion into 20 states and over 300 additional counties for the 2026 plan year.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Medicare Advantage (MA)
Awareness: stage_2
Scale: mid — members 466,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- funding: Completion of Series F-Prime funding round totaling $317 million to fuel expansion into new markets.
- hiring: Active recruitment for Grievance and Appeals Specialists
- roles that heavily rely on standardized
- compliant document generation.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (10)
active: 8 completed: 1 queued: 1
8 active · 0 🔗
Matthew Hofmann
VP of Engineering
engineering · vp
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📋 GUC3E41.PDF
Angle: growth_and_hiring_signals
Hooks: Devoted Health's recent $317M Series F-Prime funding round, Active hiring for Grievance and Appeals Specialists, Focus on member satisfaction and 4+ star health plan ratings
posture: peer CTA: soft type: problem_first
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Subject: document infrastructure at Devoted
Hi Matthew,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading engineering at Devoted Health, I wanted to ask about something that comes up a lot at health plans your size. As you're scaling into new markets, is document template management for things like EOBs, denial letters, prior auth notices, and ANOCs still sitting with your engineering team to maintain and update?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free your team from being the bottleneck on member-facing document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a quick chat and see how we can help free your team from being the bottleneck on member-facing document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: it_architecture
Hi Matthew,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: Natera cut their patient report turnaround from 2.5 weeks to 2 days. Allied Benefits runs over 1 million annual communications across 250+ templates and eliminated $4 per document in vendor fees. Both got there by letting their ops and compliance teams handle template changes directly, with controls in place, instead of routing every update through engineering.<br><br>At a health plan scaling into new markets, that matters. A CMS disclosure change or a new denial letter requirement hitting your EOBs, ANOCs, or prior auth notices shouldn't have to become an engineering sprint. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: it_architecture
Subject: one last thing, Matthew
Hi Matthew,<br><br>Sent you a couple of notes about document infrastructure at Devoted Health. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this at scale: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction as you expand into new markets, feel free to reach out.
Proof: Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Matthew, thanks for connecting.
Sent you a few emails recently about the document infrastructure side of things at Devoted Health, figured LinkedIn might be a better place to land.
At MHC we help health plans move template ownership off IT queues to the business side. Natera got template turnaround from two and a half weeks down to two days after making that shift, which tends to resonate with engineering leaders who'd rather their team wasn't fielding document change tickets.
Happy to reconnect here if the timing ever works.
Jamie
Mel Chapman
Senior Director of Member Experience
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: human-centered design in healthcare communications
Hooks: your experience as a Service Design Lead and your focus on humanizing complex healthcare systems for older Americans, Devoted's recent Series F-Prime funding to fuel expansion, active hiring for Grievance and Appeals Specialists—roles where document clarity directly impacts the member journey
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: legacy pain: how document operations (SBCs, ANOCs, letters) often create friction in the 'human' experience due to IT bottlenecks
—
Reframe: self-service: empowering member experience teams to update EOBs or welcome kits without waiting for developer cycles
Subject: —
—
Proof: Optum managed 200+ templates for BCBS and Humana, ensuring the right care via the right communication · Asset: GUC3E41.PDF
—
Jonathan Holway
Vice President, Medicare Product
operations · vp
active
secondary
⏳ pending
influencer
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: growth and expansion strategy
Hooks: your recent update on Devoted Health expanding into 29 states and over 600 counties for 2025/2026, active recruitment for Grievance and Appeals Specialists to support this rapid scale, your background in multi-state Medicare Advantage implementations and CMS regulatory requirements
posture: peer CTA: soft type: problem_first
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Subject: Devoted Health member comms at scale
Hi Jonathan,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Medicare Product at Devoted Health, I wanted to ask about something that comes up a lot as plans expand into new states. As you move into 20 additional states and 300+ more counties for 2026, does managing member communications like denial letters, CMS notices, and prior auth letters across all those new markets start to create a bottleneck for your team?<br><br>The pattern I see pretty often: a regulatory change hits one state, and updating the right notice requires tracking down the right template in a system only a developer can touch. At Devoted's growth pace, that kind of dependency adds up fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your product team keep up with the communication demands of your expansion without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: As you scale to 29 states, the friction of managing denial letters, CMS notices, and EOBs across 600+ counties often becomes a bottleneck for Medicare Product teams. Legacy document workflows usually mean a simple regulatory change requires a long IT ticket wait, stalling your speed-to-market.
Hi Jonathan,<br><br>One more thought on the document workflow piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types, covering authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. We also helped Natera cut their document turnaround from 2.5 weeks to 2 days.<br><br>The common thread: once the compliance and product teams can update templates directly, without waiting on a sprint cycle, the changes happen the same day. That matters especially when a state Medicaid agency updates its required notice language or CMS adjusts a disclosure requirement and it has to reach your full member base across 29 states.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rapid expansion shouldn't mean a proportional increase in manual document maintenance. Instead of treating member communications as a developer-dependent task, modern health plans are shifting to business-user self-service, allowing your product teams to update prior auth and welcome kits without waiting on a sprint cycle.
Subject: One last thing, Jonathan
Hi Jonathan,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become a friction point as you move into new states, feel free to reach out.
Proof: MHC helped Optum manage 200+ complex templates for BCBS and Humana, and enabled Natera to cut their document turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Jonathan, appreciated the connection.
Sent you a few emails about the document infrastructure gap that can slow down Medicare Product teams when they're scaling across states. At MHC we help health plans get template ownership off IT queues and onto the business side.
One thing that came up when we worked with Natera, they cut document turnaround from 2.5 weeks to 2 days once that handoff changed.
Given where Devoted Health is headed across those 29 states, feels like it could be relevant. If any of this lands, feel free to reach out whenever.
Jamie
Alison Holliday
Medical Director, Experience & Digital Care
operations · director
active
secondary
⏳ pending
influencer
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: digital health leadership and member experience focus
Hooks: your focus on developing person-centered telehealth models at Devoted Health, the recent $317M Series F-Prime funding round to fuel Devoted's expansion, your role leading clinical strategies to empower older adults to age well at home
posture: peer CTA: soft type: problem_first
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Subject: Devoted Health member comms + expansion
Hi Alison,<br><br>Jamie here from MHC Automation.<br><br>Given your role in experience and digital care at Devoted Health, I wanted to ask about something that comes up a lot at Medicare Advantage plans your size. As you expand into new states and counties for 2026, is the document side of member communications keeping pace with everything else on the roadmap?<br><br>What I mean by that: things like EOBs, ANOCs, denial letters, and CMS notices often still run through IT for every template change. A new state means new required language, new formatting rules, new timelines. If those changes require a developer each time, that's a real drag on a team focused on member experience.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy document operations (like EOBs and CMS notices) blocking the broader digital care roadmap.
Hi Alison,<br><br>Following up on what I sent about the document ops piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly now, without waiting on IT.<br><br>That matters a lot when you're standing up member communications in 20 new states for 2026. Every new market means new NOA language, new ABD requirements, new state-specific formatting. On most systems that's a developer project. On MHC NorthStar CCM, the people who know what the documents need to say are the ones who update them, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: Moving beyond IT ticket dependency for every template change to enable business-user self-service for member communications.
Subject: One more thing, Alison
Hi Alison,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become a friction point as you scale into new states, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Alison, good to have you in the network.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically where things like EOBs and CMS notices sit outside the digital roadmap. At MHC we help health plans get that layer off the IT queue so the business side owns it. Optum used that model across 200+ templates for BCBS and Humana, and Natera brought template cycle times from two and a half weeks down to two days.
Happy to reconnect here if the timing ever works.
Jamie
Lindsay Wolfe
Associate Director, Content Strategy and Operations
operations · director
active
secondary
⏳ pending
champion
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: growth-driven content scaling
Hooks: Promotion to Associate Director in February 2025, Devoted's 121% year-over-year membership growth (466k members as of Jan 2026), Role orchestrating communications for Member Experience and Engagement
posture: peer CTA: soft type: problem_first
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Subject: Content ops at scale, Devoted Health
Hi Lindsay,<br><br>Jamie here from MHC Automation.<br><br>Given your role in content strategy and operations at Devoted Health, I wanted to ask about something we see come up a lot at Medicare Advantage plans going through rapid geographic expansion. As you scale into new states and counties, does keeping member-facing documents current and compliant start to require a lot of back-and-forth with IT or developers for every template change?<br><br>With a build-out across 20 states and 300+ additional counties for 2026, that usually means new state-specific language, updated plan details, revised regulatory notices, all hitting at once. On most document platforms, that's a queue of IT tickets, not a same-day update.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your content ops team keep pace with that kind of growth without the document layer becoming the bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: general_legacy_pain
Hi Lindsay,<br><br>Following up on what I sent about document operations as Devoted Health scales into new markets.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly, without waiting on a developer.<br><br>For a plan expanding across 20 states at once, that matters a lot. State-specific member notices, updated plan details, enrollment confirmations, each state can have different language requirements and different timelines. When those updates have to move fast across a large member base, a document platform that routes every change through IT creates real friction.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Devoted Health
Hi Lindsay,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction as you expand into new markets, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Lindsay, glad we could connect here.
Sent you a few notes recently about the legacy document platform piece, so you have some context on what we do. At MHC we help health plans move template ownership to the business side, off IT queues. Natera got document turnaround from two and a half weeks down to two days after making that shift, which tends to resonate with teams managing content ops at scale.
Not sure if the timing is right at Devoted Health, but wanted to open a different door than email.
If any of this lands, feel free to reach out whenever.
Jamie
Vidur Sharma
Senior Director, Member Experience Operations
operations · director
active
secondary
⏳ pending
champion
seq 4
step 2/3
📋 GUC3E41.PDF
Angle: Devoted Health's aggressive scaling following the $317M Series F-Prime and its heavy focus on Member Guides and Star Ratings.
Hooks: Mention the $317M Series F-Prime funding to fuel expansion, Reference their 5-star health plan rating and the 'Devoted Guides' model, Connect his White House policy background to the complexity of CMS notices and ANOCs
posture: peer CTA: soft type: problem_first
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Subject: Devoted Health member docs + expansion
Hi Vidur,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Member Experience Operations at Devoted Health, I wanted to ask about something that comes up a lot as Medicare Advantage plans scale into new markets. When your team needs to update an ANOC, a denial letter, or a member-facing notice, does that change go through IT or can your ops team handle it directly?<br><br>The reason I ask: as plans expand into new states and counties, the document layer tends to become the bottleneck. Every new market brings its own required language variants, and if template changes require a developer ticket, your team is waiting instead of moving.<br><br>With Devoted expanding into 20 states and 300+ additional counties for 2026, that friction only multiplies. Member guides, enrollment confirmations, prior authorization notices — each one a potential delay if the change workflow runs through a queue.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on member communications without creating compliance risk. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Healthcare payers often face a choice: wait weeks for IT to update a single ANOC or EOC template, or risk compliance errors. For a 5-star plan like Devoted, document friction shouldn't be the bottleneck for expansion.
Hi Vidur,<br><br>Following up on what I sent about the document ops piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Separately, Natera cut their document turnaround from 2.5 weeks to 2 days.<br><br>The pattern in both cases was the same. By letting the compliance and ops teams make template changes directly, the wait disappeared. No ticket, no developer dependency, same-day updates.<br><br>That matters a lot when a CMS disclosure requirement changes and it has to propagate across every ANOC and member guide for a plan operating in 20 states. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM tools (or manual workarounds) often create 'developer scarcity' where Grievance and Appeals specialists are stuck waiting on technical tickets. Modernizing DocOps means moving template ownership to the business users who know the member best.
Subject: One last thing, Vidur
Hi Vidur,<br><br>Sent you a couple of notes about document ops at Devoted Health. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become a friction point as you move into new markets, feel free to reach out.
Proof: Optum managed over 200 templates across BCBS and Humana using Northstar, while Natera cut their document turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Vidur, appreciate the connection.
I sent a few emails about the document turnaround bottleneck on ANOC and EOC templates and figured LinkedIn was worth a try since email didn't land. At MHC we help health plans move template ownership to the business side so changes don't sit in an IT queue. Natera brought their document turnaround from two and a half weeks down to two days after making that shift.
Given where Devoted is heading with expansion, that kind of cycle time matters. If any of this lands, feel free to reach out whenever.
Jamie
Mary Ann Brody
Chief Experience Officer
operations · c_level
active
secondary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: strategic digital experience scaling and AI integration
Hooks: leading Devoted’s evolution toward more scalable, personalized experiences and AI integration, previous work with USDS and federal guide to inclusive digital health experiences, focus on end-to-end member interactions from Stars to digital engagement
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your 2026 expansion
Hi Mary Ann,<br><br>Jamie here from MHC Automation.<br><br>I saw that Devoted Health is expanding into 20 states and over 300 counties for 2026. That's a significant lift, and I wanted to ask about something that tends to surface at this stage for Medicare Advantage plans scaling fast.<br><br>When member communications like EOBs, ANOCs, denial letters, and prior auth notices have to scale across new markets, the document layer usually becomes the bottleneck. Every state has its own required language, formatting rules, and notice timelines. If template changes still require a developer, your team is going to feel that pressure quickly.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team keep member communications compliant and on time as you expand. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy_blocking_roadmap
Hi Mary Ann,<br><br>Following up on what I sent about the document layer and your 2026 expansion.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. When CMS or a state agency updated a disclosure requirement, the compliance team made the change directly. The wait disappeared.<br><br>With your member base growing across 20 new states, that kind of flexibility matters a lot. ANOCs, SBCs, and state-specific NOAs all have hard deadlines. On most legacy systems, a template update is a developer project. That's a real problem during open enrollment when timing is everything.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Mary Ann
Hi Mary Ann,<br><br>Sent you a couple of notes about document infrastructure at Devoted Health. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become a friction point as you scale into new markets, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, reducing cycle times and eliminating high document costs · Asset: GUC3E41.PDF
Appreciated the connection, Mary Ann.
I sent a few emails recently about the document layer blocking the modernisation roadmap, so you've already got the gist. At MHC we help health plans move template ownership to the business side without the IT dependency. Optum used that approach managing 200+ templates across BCBS and Humana, cutting cycle times significantly and pulling out a lot of document overhead in the process.
Given what Devoted Health is building on the experience side, curious whether any of that maps to what you're navigating. Worth a quick conversation to see if any of this is relevant?
Jamie
Karla Goodreau
VP Data Platforms, Infrastructure & Platforms Engineering
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: growth-driven data infrastructure focus
Hooks: your role overseeing data platforms during Devoted's Series F-Prime expansion, Devoted's recent $317M funding round targeting growth, active hiring for Grievance and Appeals Specialists who handle complex member comms
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Devoted Health
Hi Karla,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing data platforms and infrastructure engineering at Devoted Health, I wanted to ask about something that comes up a lot at health plans growing as fast as yours. As you expand into new states and counties, is member communications keeping pace with the rest of your infrastructure, or is every template update still routing through engineering?<br><br>At your scale, that usually looks like this: a CMS requirement changes, or a new state has its own notice language for prior auth or denial letters, and the ops or compliance team has to open a ticket and wait on a developer who knows how the document layer hooks into the core data platform. With expansion into 20 states and 300+ counties for 2026, that queue gets long fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way to take document template maintenance off your team's plate entirely. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: As Devoted Health scales following the $317M Series F, the legacy 'IT-wait' for every EOB or prior auth letter update becomes a critical bottleneck for your infrastructure team.
Hi Karla,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, covering authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. Their engineering team stopped being the bottleneck for every document change.<br><br>The way it worked is that by putting template ownership in the hands of compliance and ops, changes happen the same day instead of sitting in a developer queue. That matters especially when CMS updates a disclosure requirement or a new state Medicaid agency mandates specific language on adverse benefit determination letters and those communications have to reach your full member base fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than hiring more developers to manage document templates, you can decouple communications from the core data platform to eliminate technical debt and architecture lock-in.
Subject: One last thing, Karla
Hi Karla,<br><br>Sent you a couple of notes about document infrastructure at Devoted Health. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as you scale into new states, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed 200+ complex healthcare templates to support BCBS and Humana, significantly reducing the developer burden. · Asset: GUC3E41.PDF
Karla, good to have you in the network.
I sent a few emails recently about the IT bottleneck on template changes, specifically how document update requests tend to pile up on infrastructure teams as a health plan scales. That was the thread.
At MHC we help health plans move that template ownership to the business side so your engineers aren't queued up on EOB and prior auth letter edits. Optum worked through 200+ complex healthcare templates this way and saw a meaningful drop in developer burden.
If any of this lands, feel free to reach out whenever.
Jamie
Jack Nye
Chief Technology Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 6
step 2/3
📋 CUSTOM1.PDF
Angle: growth and technical debt
Hooks: Series F-Prime funding round of $317M in late 2024, Active recruitment for Grievance and Appeals Specialists in 2026, History at athenahealth and MIT background
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Devoted
Hi Jack,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CTO at Devoted Health, I wanted to ask about something that comes up a lot when health plans are scaling fast. As you're expanding into 20 states and 300+ new counties for 2026, is the document side of your infrastructure keeping pace, or is it quietly becoming a bottleneck?<br><br>What I usually see: member communications like EOBs, ANOCs, and prior authorization notices are still tied to legacy document systems that require a developer to touch every template change. That's expensive engineering time going toward something that probably shouldn't need it. Especially when your team has bigger problems to solve.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way we can free up your engineering team from the document change cycle. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Modernization blocking strategic roadmap. Legacy CCM processes create developer scarcity ($150K+) and IT bottlenecks for critical member documents like EOBs and ANOCs.
Hi Jack,<br><br>One more thought on the engineering bottleneck piece I mentioned.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their document turnaround from 2.5 weeks to 2 days by getting developers out of the day-to-day change path.<br><br>The pattern I see at plans your size: member communications are pulling from enrollment, claims, and pharmacy systems simultaneously. When a CMS disclosure requirement changes before open enrollment, someone has to update ANOCs and EOBs across all of them. On most platforms, that's a developer project.<br><br>What MHC NorthStar CCM does differently is let your compliance and ops teams make those changes directly, with controls in place, so the engineering ticket never gets written.<br><br>With 300+ new counties coming online for 2026, that's a lot of new template variants to manage. Happy to chat in the days or weeks to come, or I can send over some materials first if that's easier.
Reframe: CCM shouldn't be the biggest liability. Shift to business-user self-service to free up high-cost engineering talent for core product innovation.
Subject: One last thing, Jack
Hi Jack,<br><br>Sent you a couple of notes about document infrastructure at Devoted Health. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If the document layer ever becomes too much of a friction point as you're expanding, feel free to reach out.
Proof: Supported Optum in managing 200+ templates for BCBS and Humana, and helped Natera reduce cycle times from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
Hey Jack, good to be connected.
Sent you a few notes recently about the document layer creating IT bottlenecks on member communications. At MHC we help health plans move template ownership to the business side so developers aren't the bottleneck on EOBs and ANOCs. Natera got cycle times down from 2.5 weeks to 2 days after making that shift, and Optum now manages 200+ templates across BCBS and Humana accounts without routing changes through a dev queue.
Worth a quick conversation to see if any of this is relevant?
Jamie
Jason Careless
Chief Information Security Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: Devoted Health's aggressive scaling following their $317M Series F-Prime and the resulting pressure on secure, compliant document operations.
Hooks: completion of Series F-Prime funding ($317M), active recruitment for Grievance and Appeals Specialists, recent certifications in Google Cloud and CISSP renewal
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops as you scale to 20 states
Hi Jason,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CISO at Devoted Health, I wanted to ask about something that comes up a lot when health plans scale fast. As you expand into new states and counties for 2026, is the document layer keeping up, or is it becoming something your team has to babysit?<br><br>With your member base growing, the volume of regulatory notices, denial letters, prior authorization correspondence, and member communications grows with it. Most of that content still lives in systems where a developer has to touch every template change. When a state changes a required disclosure or CMS updates a notice format, that becomes an IT project, not a compliance project.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the security and compliance surface area around your document operations as you scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: As Devoted Health scales with recent funding, the gap between rapid member growth and legacy document operations becomes a strategic liability—especially with the influx of Grievance and Appeals roles who rely on automated, accurate correspondence.
Hi Jason,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types with MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days.<br><br>The common thread in both cases was getting developers out of the day-to-day change path. Your compliance and ops teams make the template update directly, within controls IT sets. When CMS changes a disclosure requirement ahead of open enrollment, the change happens the same day instead of sitting in a queue.<br><br>For a plan adding 300+ counties in a single plan year, that matters. Every new market brings new state-specific notice requirements, new template variants, new regulatory language. That's what MHC NorthStar CCM does differently: it removes the developer from the routine change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than treating CCM as a technical debt item that requires specialized developer resources ($150K+ per head), modern architecture allows IT to offload template management to business users without compromising security or cloud-native principles.
Subject: One last thing on the doc side
Hi Jason,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as you move into new markets, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Appreciated the connection, Jason.
I sent a few emails recently about the document operations gap that tends to show up when member volumes scale fast, particularly for teams handling Grievance and Appeals correspondence. At MHC we help health plans get template ownership off IT queues and into the hands of business users directly.
One thing that tends to resonate: Natera cut document cycle times from 2.5 weeks to 2 days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
State Farm
statefarm.com
· insurance
· Bloomington, US
Large mutual insurance group providing automotive, home, and life coverage alongside banking and investment services.
“Join our Community of Good Neighbors”
At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are passionate and driven to create possibilities, and we’re serious about helping customers by providing solutions for all of life’s moments. Like a good neighb…
LinkedIn headcount: 109,748
LinkedIn profiles of IT managers and Application SMEs confirm legacy usage of Oracle Documaker alongside established implementations of OpenText Exstream for document production and customer communications.
LLM classification: Insurance HIGH
Tier 2 score 66
Chris
⭐ OpenText Exstream
5000_plus employees · 1b_plus
Technology & Competitors
EdgeVerve (AI Contact Management)
HG Insights
Salesforce
HG Insights
Strategic Initiatives
- Expansion of Drive Safe and Save telematics program to improve underwriting accuracy, Aggressive growth in banking division and cross-selling credit products to insurance base, Digital transformation focused on AI-driven claims processing and automated contract review
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: P&C and Life
Awareness: stage_2
Scale: mega — insured vehicles 49,000,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- leadership_change: Jon Farney succeeded Michael Tipsord as CEO effective June 1
- 2024.
- leadership_change: Joe Park appointed as Executive Vice President and Chief Digital & Information Officer.
- tech_migration: Active multi-year migration of core P&C systems and mainframe applications to AWS; implementing OpenAI Frontier for agent/employee sup
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (10)
completed: 6 queued: 4
0 active · 0 🔗
Margo Hodges
Vice President Information Technology
engineering · vp
queued
secondary
– none
decision_maker
seq 61
step 0/3
📋 ULTIMA1.PDF
Angle: Architecture leadership & tech migration context
Hooks: Leadership of Enterprise Architecture and Resiliency teams during State Farm's multi-year AWS migration., History of leading the 'Integrated Customer Platform' for auto and fire quoting involving 3M+ IT hours., Executive sponsorship of STEM initiatives like the 'Tech Astra' summit for female empowerment in tech.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at State Farm
Hi Margo,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at State Farm, I wanted to ask about something we see come up a lot at carriers your size. With millions of policyholders across P&C, life, and banking, does every change to a customer-facing document still require a developer to touch the template before it goes out?<br><br>At organizations running legacy CCM platforms, that dependency creates a real bottleneck. A regulatory update hits, a product change rolls out, a new banking disclosure needs to go to the credit customer base, and the ops or compliance team is waiting on IT to queue it up. At State Farm's scale, that wait has consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce the IT dependency on document changes without losing the controls your architecture team needs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Margo,<br><br>Following up on what I sent about the template change bottleneck.<br><br>We recently helped a large insurer consolidate their policyholder communications so the compliance and ops teams could make template updates directly, without routing every change through IT. The pattern we see: once that handoff happens, the wait for document changes disappears. IT stops being the path of least resistance for something that shouldn't require a developer in the first place.<br><br>That matters especially when a regulatory change has to propagate across declarations pages, renewal notices, and premium communications to millions of policyholders fast. With State Farm's banking expansion adding credit product disclosures on top of the core P&C and life document base, the surface area for those changes only grows.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your architecture team has built.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: Business-user self-service to bypass IT scarcity.
Subject: One last thing on CCM at State Farm
Hi Margo,<br><br>Sent you a couple of notes about document infrastructure at State Farm. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2: Guardian, Allstate, and 25+ insurers. · Asset: ULTIMA1.PDF
Margo, good to be connected.
Sent you a few emails recently about the IT dependency bottleneck on template changes, so you have some context on what we do. At MHC we help insurers move template ownership off the IT queue to the business side, which is what Guardian and Allstate, along with 25+ other carriers, brought us in for.
Given you're in IT architecture at State Farm, you may be exactly the wrong person for this or exactly the right one.
Happy to reconnect here if the timing ever works.
Chris
Josh Rhine
Director - Digital Print Operations
operations · director
completed
secondary
– none
champion
step 0/3
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
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Joe Park
Executive Vice President and Chief Digital & Information Officer
engineering · c_level
completed
secondary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic_it_modernization
Hooks: Promotion to EVP & CDIO in October 2025, State Farm's multi-year AWS cloud migration for core P&C systems, Focus on eliminating technical debt and mainframe dependencies
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for template changes and the friction of legacy CCM in a cloud-first architecture
—
Reframe: Business-user self-service to decouple document logic from core IT roadmaps and reduce developer burden
Subject: —
—
Proof: MHC helps major insurers like Guardian and Allstate modernize communications, supporting 25+ insurers as the Aspire #1 mid-market leader · Asset: ULTIMA1.PDF
—
John Christensen
Vice President Operations - P&C Claims Fire Field and Catastrophe
operations · vp
completed
secondary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic claims modernization
Hooks: Your leadership in P&C Claims Fire Field and Catastrophe response in states like Missouri and Kentucky, Prior experience as P&C Claim Director for Business Tech and Vendor Management, State Farm's multi-year migration of core P&C systems to AWS
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Every document template change in Exstream currently requires an IT ticket and developer cycle, creating bottlenecks for your claims correspondence teams during high-volume catastrophe responses.
—
Reframe: As you migrate P&C systems to AWS, don't let legacy document architecture become the technical debt that blocks your digital roadmap; evaluate self-service alternatives that empower business users.
Subject: —
—
Proof: MHC helped Guardian and over 25 other major insurers modernize their CCM, while T1 leaders like Optum manage over 200 templates with significantly reduced IT dependency. · Asset: UNLOCK1.PDF
—
Kristyn Cook Turner
Executive Vice President & Chief Agency, Sales & Marketing Officer
operations · c_level
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: brand modernization + agent-centric document operations
Hooks: Mention her '2025 Game Changers' recognition by Sports Business Journal and her focus on 'moving the ball forward culturally' beyond just logos., Reference her deep family roots as a former agent herself and the goal of equipping State Farm's 19,000+ agencies with the tools needed to deliver the 'Good Neighbor' promise., Connect the 'active multi-year migration of core P&C systems to AWS' with the need for modern document operations that don't bottleneck agent responsiveness.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Sara Donahue
Vice President, Information Technology
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: strategic technical debt management during AWS migration
Hooks: Current multi-year migration of core P&C systems and mainframe apps to AWS, Role overseeing IT at State Farm and AWS Certified Cloud Practitioner status, Scale of managing document types like policy contracts and claims for 96M+ accounts
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
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Cheryl Schaefer
Vice President - P&C Claims Operations
operations · vp
queued
secondary
– none
champion
seq 59
step 0/3
📋 ULTIMA1.PDF
Angle: strategic claims modernization & AWS migration
Hooks: State Farm's active multi-year migration of core P&C systems and mainframe applications to AWS, the leadership transition with Joe Park being appointed EVP and Chief Digital & Information Officer, overseeing the scale of P&C Claims Operations within the Fortune 50 environment
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims docs + IT dependency, Cheryl
Hi Cheryl,<br><br>Chris here from MHC Automation.<br><br>Given your role running P&C Claims Operations at State Farm, I wanted to ask about something that comes up constantly at carriers your size. When a claims correspondence template needs to change, does that still have to go through IT and wait in a developer queue?<br><br>At mega-scale, that wait has real consequences. A regulatory update to denial letters or claims status notices means thousands of documents going out with outdated language until the ticket gets worked. And with the pace of your claims modernization work, that kind of bottleneck tends to get more visible, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your claims ops team make template changes without waiting on IT. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and template bottleneck for claims correspondence
Hi Cheryl,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and cut the time it took to push template changes from weeks to days.<br><br>The shift that drove that was straightforward. Their compliance and ops teams started handling template updates directly, without routing every change through a developer. When a state regulatory requirement changed, the right person made the update the same day.<br><br>For a carrier running claims at State Farm's volume, with millions of policyholders across dozens of states, the math on that kind of cycle time reduction adds up fast. Claims denial letters, status notices, coverage explanations, they all have to reflect current language or you're carrying regulatory risk at scale.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce IT ticket wait times for claims template changes
Subject: One last thing, Cheryl
Hi Cheryl,<br><br>Sent you a couple of notes about claims correspondence and the IT dependency piece at State Farm. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in your claims ops work, feel free to reach out.
Proof: MHC helps T1 insurers like Allied Benefits eliminate $4/document costs and reduce template change cycles from weeks to days. · Asset: ULTIMA1.PDF
Cheryl, glad to connect. Saw you didn't catch my emails, which is fair.
At MHC we help insurers move claims correspondence templates off IT queues and into the hands of the business team. Allied Benefits cut their template change cycle from weeks to days after making that shift, and dropped per-document costs significantly.
The template bottleneck piece I mentioned in those emails tends to hit claims ops harder than most. Worth a quick conversation to see if any of this is relevant?
Chris
Jason Potts
Vice President, Enterprise Technology
engineering · vp
queued
– none
decision_maker
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise tech leadership + mainframe modernization
Hooks: long-tenured leadership since 2000, focus on hybrid work and agile transformation at State Farm, oversight of enterprise technology during the multi-year AWS migration
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: CCM debt during your migration
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise technology at State Farm, I wanted to ask about something that comes up a lot during large-scale migrations. With your team moving core P&C systems and mainframe apps to AWS, I was curious whether the document layer is keeping pace with the rest of that effort, or if it's becoming a bottleneck.<br><br>What we typically see at insurers your size: declarations, endorsements, renewals, claims correspondence, and the rest of the policyholder document stack are still tied to legacy composition systems that require a developer for every template change. The migration moves the data and the workloads, but the document infrastructure stays frozen. That creates a gap that tends to get expensive as regulatory and business change requests pile up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Documaker
Hi Jason,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We work with a number of large insurers where the same dynamic plays out: the modernization program moves fast on infrastructure and core systems, but declarations, endorsements, policy changes, and claims correspondence are still sitting on a composition platform only a few people can touch. Every template update goes through IT. A compliance change that should take a day takes weeks.<br><br>At insurers like Guardian Life, Allstate, and Acuity, the shift was getting the compliance and operations teams to handle template changes directly, with controls still in place. IT stops being the bottleneck for document changes, and the developer time goes back to the migration work that actually needs it. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some materials first if that's the preferred initial step.
Reframe: OpenText/Quadient
Subject: One more thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about the document layer at State Farm. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team put together a resource on how insurers replace legacy document platforms during larger modernization efforts. Might be relevant given where your team is with the AWS migration.</a><br><br>If current CCM or document composition processes become too much of a friction during the migration, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Jason, good to be connected.
Sent you a few emails about the Documaker piece, so you have some context on where we play. At MHC we help insurers move template ownership off IT and onto the business side, which tends to come up a lot when teams are running on Oracle's stack.
Companies like Guardian and Allstate have made that move, and Acuity more recently. Enough names in the carrier space that the pattern is pretty consistent.
Worth a quick conversation to see if any of this is relevant?
Chris
Jon Francis
Chief Data and Analytics Officer and Head of Digital Channel Performance
operations · c_level
completed
secondary
– none
influencer
step 0/3
📋 CSFIN1.PDF
Angle: strategic digital journey & AI integration
Hooks: your promotion to CDAO and Head of Digital Channel Performance in March 2026, State Farm’s recent OpenAI collaboration to build for the 'next 100 years', your focus on unifying customer touchpoints from quoting to self-service across 96M+ policies
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: digital_transformation -> legacy blocking DT roadmap
—
Reframe: OpenText/Quadient -> IT dependency bottleneck for every template change
Subject: —
—
Proof: T1=HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
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Schuyler Schupbach
Vice President, Enterprise Technology
engineering · vp
queued
secondary
– none
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step 0/3
📋 ULTIMA1.PDF
Angle: enterprise technology leadership and automation focus
Hooks: your focus on identifying better ways of handling transactional work that doesn't require employee judgment, leading Enterprise Technology during State Farm's active AWS migration of core P&C systems, perspective on using innovative technology like blockchain to automate manual carrier-to-carrier processes
posture: peer CTA: soft type: problem_first
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Subject: State Farm doc templates, quick question
Hi Schuyler,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise technology at State Farm, I wanted to ask about something that comes up a lot with carriers at your scale. With millions of policyholders across P&C, life, and banking products, I was curious whether updating customer-facing documents still requires going through a developer every time a change needs to happen.<br><br>At that volume, even a small delay in getting a revised notice, disclosure, or policy document out the door adds up fast. And if the only people who can touch the templates are the ones who built the system, that creates a real bottleneck when a regulatory change hits or a new product needs correspondence spun up quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Schuyler,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>I'll be upfront: I don't have a single named insurance case study with a specific metric to share. What I can tell you is the pattern we see across the 60+ carriers we work with. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait for a developer to make a change disappears.<br><br>For a carrier running product lines across P&C, life, and banking the way State Farm does, that matters a lot. A regulatory change affecting premium notices or banking disclosures shouldn't be a two-week developer project. The people who know what the document needs to say should be the ones who update it, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Schuyler
Hi Schuyler,<br><br>Sent you a couple of notes about document infrastructure at State Farm. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
Schuyler, appreciate you connecting.
Sent you a couple of emails about the IT ticket bottleneck on template changes at State Farm. Didn't want to just let that sit without checking in here.
At MHC we help insurers move template ownership off IT queues to the business side. We work with 25+ insurers on exactly this, and Aspire recently ranked us the top mid-market CCM platform.
Happy to reconnect here if the timing ever works.
Chris
Independence Blue Cross
ibx.com
· healthcare_medtech_pharma
· Philadelphia, US
A major health insurer serving nearly three million members in Philadelphia and southeastern Pennsylvania.
Independence Blue Cross is the leading health insurance organization in southeastern Pennsylvania. For 85 years, we have been enhancing the health and well-being of the people and communities we serve. We deliver innovative and competitively priced health care products and services; pioneer new ways…
LinkedIn headcount: 5,074
LinkedIn profiles of former/current specialists indicate the use of Oracle Documaker for policy print and document automation within the organization.
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
1001_5000 employees · 1b_plus
Technology & Competitors
Epic Payer Platform
HG Insights
Strategic Initiatives
- Integration of Epic Payer Platform to streamline secure data exchange with health systems.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: member_experience
Sub-vertical: Insurance Health/Managed Care
Awareness: stage_2
Scale: mega — members 7,120,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- DT/Cloud Migration: Transitioning to a 'Next Generation Platform' for member and provider services
- scheduled for completion through 2025.
- Financial Growth: Reported year-end 2025 revenue of $36.3 billion
- a 13 percent increase over the previous year.
Web Research Finding NONE
No CCM vendor found. 3 print production people identified on LinkedIn.
Action: KEEP AS-IS
CCM People Intelligence (from LinkedIn profiles)
3
Total CCM staff
2
Current
1
Past
True
Contacts (11)
active: 9 completed: 2
9 active · 2 🔗
Tracy Mueller
Vice President, Enrollment and Billing
operations · vp
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic operational focus on ID cards and enrollment communications
Hooks: Promotion to VP in July 2024 to lead IBX enrollment and billing operations, Overseeing critical member touchpoints like ID cards and enrollment packets for 3M+ members, Previous leadership as Transformation Lead and Director of Operations at IBX
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Operational delays in ID card and enrollment packet issuance due to IT-heavy document change cycles.
—
Reframe: Transforming billing and enrollment operations from a cost-center bottleneck into a self-service model for business users.
Subject: —
—
Proof: Optum managed 200+ complex healthcare templates (BCBS/Humana) and Natera reduced document cycles from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Steve Giuliano
Vice President, Technology
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: enterprise technology leadership and infrastructure oversight
Hooks: Your oversight of IBX’s enterprise architecture and IT infrastructure, especially as the organization shifts towards a 'Next Generation Platform' for member services., IBX's recent financial growth, hitting $36.3B in revenue, and the resulting pressure on the technology stack to scale with mega-scale document demands like EOBs and ANOCs., Your background at BlackRock, where high-compliance and mission-critical architecture was a baseline, much like the current modernization roadmap at Independence.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency and developer scarcity blocking the roadmap for the next-gen platform.
—
Reframe: CCM as a strategic missing piece for digital transformation rather than just a legacy print requirement.
Subject: —
—
Proof: MHC helped Optum manage 200+ complex healthcare templates (BCBS/Humana) while drastically reducing template-to-market speed. · Asset: GUC3E41.PDF
—
Eric Cahow
VP, Government Markets Performance
other · vp
active
secondary
🔗 connected
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: strategic_stars_alignment
Hooks: Your focus on Medicare Advantage Stars and risk adjustment optimization at Independence Blue Cross, Expertise in social policy/economics and its impact on government programs performance, Recent white paper on transforming value-based care for older adults and expanding care measures
posture: peer CTA: soft type: problem_first
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Subject: Government markets doc changes, IBX
Hi Eric,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading government markets performance at Independence Blue Cross, I wanted to ask about something we see come up a lot at plans your size. When CMS updates a disclosure requirement or a state agency changes the required language on a Notice of Action or Adverse Benefit Determination, does your team have to go through IT to get those templates updated?<br><br>At plans running Epic Payer for data exchange, the document layer often sits separately. That means a regulatory change that should take a day ends up as a developer ticket. With your member base across Medicare, Medicaid, and exchange lines, that delay can affect a lot of outbound communications at once.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your government markets team get ahead of compliance-driven document changes without waiting on a developer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Eric,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles changes directly now without routing through a developer.<br><br>That matters most in government markets. When CMS updates an ANOC requirement or a state Medicaid agency changes the timeline on an Adverse Benefit Determination, the wait disappears. The people who need to make the change can make it the same day, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_pain
Subject: One last thing, Eric
Hi Eric,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana using MHC, and Allied Benefits eliminated $4/document in operational costs. · Asset: GUC3E41.PDF
Hey Eric, glad you connected.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck that slows down template changes when your team needs them done fast.
At MHC we help health plans move that ownership to the business side so changes don't sit in a developer queue. Optum used that model to manage 200-plus templates across BCBS and Humana plans, which gives you a sense of the scale it works at.
If any of this lands, feel free to reach out whenever.
Jamie
Sushma Akunuru
Chief Information Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: strategic AI-first transformation and recent CIO recognition
Hooks: Recognition as a 2026 Philadelphia Business Journal Health Care Leadership Award honoree for Technology, Keynote at the 2026 Google Cloud Next regarding Onix Wingspan 2.0 and building an AI-first enterprise, Efforts to modernize the next-generation member platform while scaling to $36.3B in revenue
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your AI roadmap
Hi Sushma,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at Independence Blue Cross, I wanted to ask about something that comes up a lot at health plans your size. As you push toward an AI-first architecture, is the document production layer keeping pace, or is it showing up as a gap in the modernization roadmap?<br><br>The pattern I see: member communications like EOBs, ANOCs, denial letters, and prior auth notices are still running on infrastructure that requires a developer for every template change. When you're trying to move fast on an AI-first vision, that kind of bottleneck tends to surface at the worst times, usually right before a CMS deadline or a state regulatory update.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural drag on your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Modernization gaps where legacy document architecture acts as a liability to the broader DT roadmap and AI-first vision.
Hi Sushma,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. What used to take weeks to change now takes days.<br><br>The shift that made it work: their compliance and ops teams started managing templates directly, without routing every change through a developer. When a CMS disclosure requirement changed, the team handled it the same day instead of queuing it as an IT project.<br><br>For a plan like IBX, with member communications spanning enrollment, claims, and pharmacy across your member base, that kind of flexibility matters especially when CMS deadlines and regulatory updates don't wait.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing architecture lock-in and developer dependency by enabling business-user self-service for high-volume member comms.
Subject: One last thing, Sushma
Hi Sushma,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction in your modernization work, feel free to reach out.
Proof: Optum manageing 200+ complex healthcare templates (BCBS/Humana) with MHC, reducing change cycles from weeks to days. · Asset: GUC3E41.PDF
Sushma, appreciate you connecting. I sent a few emails recently about the document infrastructure gap that can sit underneath a broader modernisation roadmap, so figured I'd reach out here too.
At MHC we help health plans move template ownership off IT queues so the business can manage changes directly. Optum ran into something similar managing 200-plus complex templates across BCBS and Humana plans and got change cycles down from weeks to days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Michael Vennera
Executive Vice President and Chief Strategy, Technology, and Operations Officer
engineering · c_level
active
secondary
– none
decision_maker
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: strategic oversight of Next Gen Platform and GenAI tool rollout
Hooks: your lead on the 'Next Generation Platform' for member services and the recent GenAI customer service tool launch, overseeing IBX's digital transformation since your English-to-IT pivot 25 years ago, your focus on 'agile execution' mentioned in your promotion to EVP & Chief Strategy Officer
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the Next Gen Platform
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing technology and operations at Independence Blue Cross, I wanted to ask about something that comes up often when health plans are mid-platform transformation. When you're rolling out something like a Next Gen architecture, does the document production layer tend to keep pace, or does it become one of those things that slows everything else down?<br><br>What I typically hear from plans your size is that member communications — EOBs, prior authorization notices, enrollment documents — are still being generated by a system that requires a developer to touch every template. Regulatory change comes in, and instead of the compliance team handling it directly, it becomes an IT project. That friction compounds when you're also trying to move fast on other modernization work.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit with what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Michael,<br><br>Following up on what I sent about the document layer and your platform modernization work.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types — authorization letters, approval notices, denial correspondence — all running through one compliant workflow. The compliance team handles template changes directly now. IT stops being the bottleneck when a CMS requirement shifts or a state disclosure rule changes.<br><br>That matters especially for a plan with your member base when open enrollment hits and every ANOC and SBC has to go out accurate and on time. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing for Michael
Hi Michael,<br><br>Sent you a couple of notes about the document infrastructure piece at Independence Blue Cross. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become a friction point in your platform work, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Michael, good to be connected.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so I won't retread that ground here. At MHC we help health plans move template ownership off IT queues and to the business side. Optum used that same shift to manage 200+ templates across their BCBS and Humana lines without routing changes through a developer queue.
Given your remit across strategy, technology, and operations at Independence Blue Cross, I thought it was worth a different channel.
Worth a quick conversation to see if any of this is relevant?
Jamie
John Varghese
Vice President, Enterprise Data and Integrations
engineering · vp
active
secondary
– none
decision_maker
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: enterprise data migration to Google Cloud
Hooks: Leadership in migrating IBX's on-premises enterprise data lakehouse to Google Cloud Platform, 20-year tenure driving data-driven solutions at Independence Blue Cross, Role overseeing Enterprise Data and Integrations for a mega-scale healthcare payer
posture: peer CTA: soft type: problem_first
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Subject: Doc templates and Epic Payer
Hi John,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing enterprise data and integrations at Independence Blue Cross, I wanted to ask about something we see come up a lot at regional Blues plans your size. With the Epic Payer Platform rollout underway, does document template management end up sitting on your team's plate, or does it stay with a separate ops group?<br><br>The reason I ask: when payer platforms like Epic get integrated, the data flows tend to get cleaner, but the document layer often doesn't move with it. Member communications, EOBs, prior auth notices, denial letters still depend on templates that only a developer can touch. So a regulatory update or a CMS disclosure change becomes an IT project instead of a compliance task.<br><br>With your member base, that kind of bottleneck adds up fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi John,<br><br>Following up on what I sent about the document template bottleneck piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly without writing an IT ticket.<br><br>Another one: Natera cut their patient report turnaround from 2.5 weeks to 2 days. Different use case, but the mechanism was the same. Once the business side could make template changes without waiting on a developer, the cycle time collapsed.<br><br>For a plan like IBX, the scenario I'd point to is regulatory notices and prior auth letters. When CMS updates a disclosure requirement, that change has to propagate across every template variant. On most legacy document systems, that's a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, John
Hi John,<br><br>Sent you a couple of notes about document template infrastructure at Independence Blue Cross. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as the Epic integration matures, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey John, saw you accepted the connection and wanted to say hi outside the inbox.
The IT dependency piece I mentioned in those emails is something we run into a lot at health plans. At MHC we help organizations like Independence move template ownership to the business side so changes stop queuing through architecture and dev teams. Optum used that approach to manage 200+ templates across BCBS and Humana, and Natera got template cycle times from 2.5 weeks down to 2 days.
Happy to reconnect here if the timing ever works.
Jamie
Timothy Mullen
Senior Vice President, Operations
operations · vp
active
secondary
⏳ pending
champion
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: Next Generation Platform Transition
Hooks: Your oversight of the enterprise-wide transition to IBX's 'Next Generation Platform'—moving core business and claims processing over a multi-year roadmap., Experience leading 200+ staff in configuration/operations roles, specifically managing provider directories and benefit plan updates., The goal of enhancing member experience and operational efficiency as IBX scales past $36B in revenue.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: document layer + Epic rollout, IBX
Hi Timothy,<br><br>Jamie here from MHC Automation.<br><br>I'm reaching out because we work with health plans going through major platform transitions, and I saw that IBX is integrating the Epic Payer Platform to streamline data exchange with health systems. That's a big lift.<br><br>Given your role overseeing operations, I wanted to ask about something that comes up a lot at plans your size during transitions like this. When the clinical and claims infrastructure moves forward, does the document layer keep up? Or do member communications like EOBs, prior authorization notices, and regulatory letters still depend on templates that only a developer can touch?<br><br>That gap tends to show up fast once the new platform is live. The data flows change, but the document output layer is still tied to the old way of doing things. Changes take weeks instead of days, and the business team is stuck waiting on IT for every update.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team keep document operations moving alongside the rest of the transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Timothy,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of consolidation matters especially when a platform transition reshuffles where member data lives and which systems feed which documents.<br><br>The way they got there was by moving template ownership to the business side. Compliance and ops handled updates directly, with controls in place. When a CMS disclosure requirement changed or an open enrollment ANOC needed a revision, the wait disappeared. IT stopped being the bottleneck for every change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: one last thing, IBX doc infrastructure
Hi Timothy,<br><br>Sent you a couple of notes about the document infrastructure piece at IBX. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction during the Epic rollout, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Timothy, appreciated you connecting.
I sent a few emails over the past couple weeks about the document layer blocking the modernisation roadmap, so you've got the context. At MHC we help health plans move template ownership to the business side without the IT queue. Optum got there across 200+ templates, and it's something we've seen move fast once the right people are involved.
If any of this lands, feel free to reach out whenever.
Jamie
Michael Lentz
Vice President, Customer Service Operations
operations · vp
active
secondary
⏳ pending
champion
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: recent promotion and customer experience leadership
Hooks: Congratulations on the July promotion to VP of Customer Service Operations after your 25-year tenure at IBX., Leading the customer contact center and provider network services for a $36.3B mega-payer., Focus on 'excellent, seamless service' for 3M members as IBX transitions to Next Gen Platforms.
posture: peer CTA: soft type: problem_first
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Subject: IBX member comms during Epic migration
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing customer service operations at Independence Blue Cross, I wanted to ask about something that comes up a lot during major platform migrations. When your team is mid-rollout on something like an Epic integration, does updating member-facing documents become a bottleneck? Things like EOBs, ANOCs, denial letters, enrollment notices.<br><br>What we usually see is this: the clinical and claims data flows improve, but the document layer gets left behind. A compliance update comes in, or CMS changes a disclosure requirement, and someone has to track down the right template in a system only a developer can touch. With your member base, that delay compounds fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team keep member communications moving without adding to the IT queue during the migration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Operational friction and wait times for member communications like EOBs and ANOCs during major system migrations.
Hi Michael,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut turnaround from 2.5 weeks to 2 days.<br><br>A big part of how that happened: their compliance and ops teams started managing template changes directly. A CMS disclosure update no longer meant an IT project. The change happened the same day.<br><br>That matters especially when you're mid-migration on something like Epic and your document workflow still depends on developer availability. ANOCs at open enrollment, EOBs tied to new plan configurations, member notices tied to state requirements. Those can't wait on a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond legacy document bottlenecks to empower business users with self-service template management.
Subject: One last thing, Michael
Hi Michael,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction during the Epic rollout, feel free to reach out.
Proof: Optum managed over 200 templates for BCBS/Humana and reduced turnaround times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Michael, appreciate you connecting.
I sent a few emails recently about the friction that builds up around member communications like EOBs and ANOCs when a major migration is underway. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help health plans keep template changes in business hands so those documents don't get stuck waiting on IT during exactly the moments when turnaround matters most. Optum moved through 200-plus templates for their BCBS and Humana work and cut turnaround from two and a half weeks to two days.
If any of this lands, feel free to reach out whenever.
Jamie
Jacob Abraham
Executive Director, Digital & Emerging Technology
operations · vp
active
secondary
– none
influencer
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: internal_promotion_modernization
Hooks: Congratulate him on the April 2026 promotion to Executive Director after 20+ years at IBX., Reference his deep history with IBX consumer portals and mobile app architecture since 2015., Connect his current focus on 'Next Generation Platforms' and $36B growth to the need for a scalable CCM foundation.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and the Epic build
Hi Jacob,<br><br>Jamie here from MHC Automation.<br><br>Given your focus on digital and emerging technology at Independence Blue Cross, I wanted to ask about something we see come up a lot at regional health plans your size. As you modernize around Epic, is the document production layer keeping pace with the rest of the roadmap, or is it becoming a bottleneck?<br><br>What we hear pretty often is that member communications, regulatory notices, enrollment documents, that whole category, are still running on older infrastructure that requires a developer to touch every template. When a CMS disclosure requirement changes or open enrollment pushes a wave of ANOCs and SBCs, the business team is stuck waiting on IT. The Epic integration handles the data exchange piece, but the document layer is still a separate problem.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person to talk to about this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy_blocking_roadmap
Hi Jacob,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams make template changes directly now. IT stops being the bottleneck for every regulatory update.<br><br>That matters especially at open enrollment, when every ANOC and SBC has to go out on time and accurate across your member base. Or when CMS changes a disclosure requirement and the clock starts immediately.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One more thing before I go quiet
Hi Jacob,<br><br>Sent you a couple of notes about the document layer at Independence Blue Cross. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Jacob, appreciate you connecting.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so you may have some context on what we do. At MHC we help health plans move template ownership off IT and onto the business side. Natera got template turnaround from two and a half weeks down to two days after making that shift, which tends to matter when the broader digital programme is already moving fast.
If any of this lands, feel free to reach out whenever.
Jamie
Kortney Cruz
Senior Vice President, Government Markets
operations · vp
active
secondary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: Medicare Member Retention & Star Ratings
Hooks: your leadership in forming the Medicare Member Retention team at IBX and achieving the 70% digital communication milestone, recent 5-Star Medicare Advantage ratings and your focus on health equity initiatives highlighted at AHIP 2024, Independence Blue Cross's transition to a 'Next Generation Platform' for member services and modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: IBX member comms + Epic rollout
Hi Kortney,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Government Markets at Independence Blue Cross, I wanted to ask about something that comes up a lot for plans your size. When CMS changes a disclosure requirement or your team needs to update member notices, does that still run through IT and wait on a developer to touch the template?<br><br>For Medicare Advantage plans, that lag gets expensive fast. ANOCs, EOBs, denial letters, prior auth notices — when the people who know what those documents need to say can't update them directly, small compliance windows become real operational problems. Especially with Star Ratings tied to how members experience those touchpoints.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on member-facing document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=template change delays, business user frustration, compliance anxiety, document quality.
Hi Kortney,<br><br>One more thought on the template change piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow now. Their compliance team handles updates directly instead of routing every change through a developer.<br><br>That matters a lot when CMS pushes a disclosure update mid-year and it has to reach your full member base accurately and on time. With your Medicare membership, a single template change can touch hundreds of thousands of EOBs and notices in one cycle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=legacy blocking roadmap. E2=compliance/508.
Subject: One last thing, Kortney
Hi Kortney,<br><br>Sent you a couple of notes about member communications at Independence Blue Cross. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction on the Government Markets side, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Kortney, good to have you in my network.
I sent a few emails about the template change delays and compliance pressure that tends to sit with doc ops teams, so you probably have a sense of what I work on. At MHC we help health plans get template ownership off IT queues and back to the business side.
One thing that came up at Natera was turnaround dropping from two and a half weeks to two days once business users could manage changes directly.
Worth a quick conversation to see if any of this is relevant?
Jamie
Kevin Sherman
Director, Information Technology
engineering · director
active
secondary
🔗 connected
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: enterprise digital transformation & legacy modernization
Hooks: Your oversight of strategy and long-term direction for enterprise programs like DocuSign and Aptus CLM., Independence Blue Cross's transition to a 'Next Generation Platform' for member services., The operational friction of managing high-volume healthcare documents like EOBs and ANOCs during major cloud migrations.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer keeping up, Kevin?
Hi Kevin,<br><br>Jamie here from MHC Automation.<br><br>Given your role in IT at Independence Blue Cross, I wanted to ask about something that comes up a lot at health plans your size. As your team integrates Epic on the payer side to streamline data exchange, is the document production layer keeping up with the rest of that modernization effort?<br><br>What we typically see is that member communications, EOBs, notices, enrollment documents, those still run through an older composition system that only a developer can touch. So when a regulatory change hits or a new plan type rolls out, it becomes an IT project instead of something the business side can handle directly.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as your team works through the broader modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Kevin,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template changes directly now, without waiting on a developer.<br><br>That matters a lot when CMS updates a disclosure requirement or a state changes its notice language. With your member base, those changes have to propagate across a lot of document types fast, and on most legacy systems that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Kevin
Hi Kevin,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (BCBS/Humana) managed 200+ templates with MHC Northstar, reducing production bottlenecks. · Asset: GUC3E41.PDF
Hey Kevin, appreciate you connecting.
I sent a few emails recently about the document layer blocking the modernisation roadmap, so figured LinkedIn was worth a try since email can get noisy.
At MHC we help health plans move template ownership off IT and onto the business side. Optum handled over 200 templates through MHC and cut down the production bottlenecks that were slowing their roadmap.
Given what Independence Blue Cross is working through on the architecture side, that might be a familiar picture.
Worth a quick conversation to see if any of this is relevant?
Jamie
Blue Cross Blue Shield of Massachusetts
bluecrossma.org
· healthcare_medtech_pharma
· Boston, US
A community-focused, not-for-profit health plan provider serving members in Massachusetts.
“Bring your true colors to Blue! ”
Blue Cross Blue Shield of Massachusetts is a community-focused, tax-paying, not-for-profit health plan headquartered in Boston. We have been a market leader for over 80 years, and are consistently ranked among the nation's best health plans. Our daily efforts are dedicated to effectively serving our…
LinkedIn headcount: 4,071
A high-level executive leader (Executive Director of Digital Engineering) explicitly lists Oracle Documaker and OpenText Exstream as specialized expertise domains while leading transformation at the company.
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
⭐ Oracle Documaker
1001_5000 employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
HTML
HG Insights
⚡ Competitor case study found:
OpenText
BCBSMA successfully embraced OpenText solutions to drive digital transformation and member communication strategies, aiming for a unified personal experience across web, mobile, and print.
Strategic Initiatives
- Digital transformation for personalized member experiences including mobile and portal upgrades., Advancing health equity through value-based payment models and clinical incentives.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: member_experience
Sub-vertical: Health Insurance / Managed Care
Awareness: stage_3
Scale: large — medical members 3,000,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- leadership_change: Sarah Iselin continues as President and CEO
- overseeing a $9B+ operation with a focus on digital transformation and health equity.
- digital_transformation: Executive focus on 'AI Driven Market Insights' and 'Digital Engineering and Transformation' indicates active cloud and AI migr
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (6)
active: 4 completed: 2
4 active · 0 🔗
Bill Atwater
Director of Provider Services
operations · director
completed
secondary
– none
✉ bill.atwater@bcbsma.com
● unknown
champion
seq 1
step 0/3
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at BCBSMA
Hi Bill,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Provider Services at Blue Cross Blue Shield of Massachusetts, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update provider-facing documents like notices, correspondence, or clinical communications, does that still go through IT for every change?<br><br>At plans like yours, those requests tend to pile up. A compliance update, a new state requirement, a provider network change. Each one turns into a ticket and a wait. The people who know what the document should say end up sitting on the sideline while a developer figures out the template.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of your ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle:
Hi Bill,<br><br>One more thought on the document change piece I mentioned.<br><br>Natera cut their patient report turnaround from 2.5 weeks to 2 days after moving to MHC. A big part of that was removing the developer from the day-to-day update path. Their ops team started handling template changes directly, and the wait disappeared.<br><br>With your member base and the pace of regulatory updates in Massachusetts, that kind of turnaround matters. Provider notices, prior authorization correspondence, clinical communications. When a coverage policy changes, your team needs those documents updated and out the door fast, not sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe:
Subject: One last thing, Bill
Hi Bill,<br><br>Sent you a couple of notes about document infrastructure at Blue Cross Blue Shield of Massachusetts. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof:
Hey Bill, appreciate you connecting.
I sent you a few emails about the document infrastructure side of things at Blue Cross Blue Shield of Massachusetts, so you have some context on what we do. At MHC we help health plans get template ownership off the IT queue and into the business side.
Optum ran a similar play, consolidating 200+ templates across BCBS and Humana plan types into one compliant workflow on MHC, which is the kind of lift that tends to matter for teams managing provider-facing communications.
Worth a quick conversation to see if any of this is relevant?
Jamie
Guruprasad Samaga
Executive Director Digital Engineering and Transformation
operations · director
active
secondary
⏳ pending
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: strategic migration and legacy modernization
Hooks: your deep expertise in re-engineering legacy systems and driving digital transformation for globally dispersed teams, the scale of BCBSMA's 9B+ operation and current focus on AI-driven market insights and digital engineering, leveraging your past experience at CVS Health and Staples to simplify complex omnichannel customer experiences
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your modernization work
Hi Guruprasad,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading digital engineering and transformation at Blue Cross Blue Shield of Massachusetts, I wanted to ask about something that comes up a lot in modernization work at health plans your size. When you're upgrading member portals and mobile experiences, does the document production layer tend to keep up, or does it stay stuck behind a developer queue?<br><br>What we see pretty often is that the portal gets modernized, but member communications like EOBs, prior authorization notices, and enrollment documents are still managed in systems only a developer can touch. Every template change becomes an IT ticket. A regulatory update that should take a day takes weeks.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Guruprasad,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Separately, Natera cut their patient report turnaround from 2.5 weeks to 2 days.<br><br>In both cases, the change came from getting non-developers into the template management process. Your compliance or ops team makes the update directly, with controls in place, without waiting on an IT ticket. When a CMS disclosure requirement changes and it needs to hit your full member base, that matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Guruprasad
Hi Guruprasad,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition or legacy migration work becomes too much of a friction point, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, and Natera reduced turnaround from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Guruprasad, appreciate you connecting. Sent you a couple of emails recently about the IT dependency piece I mentioned, so figured LinkedIn might be an easier place to continue the conversation.
At MHC we help health plans move template ownership off IT queues and onto the business side. Natera cut their document turnaround from two and a half weeks to two days after making that shift, which tends to resonate with teams stretched across competing engineering priorities.
Worth a quick conversation to see if any of this is relevant?
Jamie
Sophie Clarke
Chief Strategy Officer
operations · c_level
active
secondary
⏳ pending
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: strategic digital modernization and recent leadership transition
Hooks: your recent move to BCBSMA as CSO from Elevance Health, focus on Zaffre Investments and funding health care affordability, modernizing care navigation for 30M members in your previous role
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer keeping up, Sophie?
Hi Sophie,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading strategy at Blue Cross Blue Shield of Massachusetts, I wanted to ask about something we see come up a lot at health plans your size. When your team is pushing hard on digital modernization and personalized member experiences, is the document layer keeping pace, or does every template change still require a developer to touch it?<br><br>With your member base, that gap shows up fast. Enrollment notices, EOBs, member communications all pulling from different systems, and the only way to update them is an IT ticket. A compliance change or CMS requirement hits, and suddenly it's a developer project instead of an ops one.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help make sure the member communication layer isn't the thing slowing your modernization roadmap down. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: developer_scarcity
Hi Sophie,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams make template changes directly now, without waiting on a developer.<br><br>That matters especially when a CMS disclosure requirement changes and member communications have to go out accurately, at scale, on time. The team that knows what the document should say is the one handling the update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Sophie
Hi Sophie,<br><br>Sent you a couple of notes about the document infrastructure piece at Blue Cross Blue Shield of Massachusetts. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) · Asset: GUC3E41.PDF
Hey Sophie, appreciate you connecting.
Sent you a few notes over email about the document infrastructure gap in the modernisation work, so didn't want to just repeat all that here. At MHC we help health plans get template ownership off IT queues and onto the business side. Optum moved 200-plus templates through that exact shift, and a few BCBS plans have followed a similar path since.
If any of this lands, feel free to reach out whenever.
Jamie
Prem Somasundaram
Chief Information Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: AI-led IT transformation at BCBSMA
Hooks: Your recent promotion to CIO and focus on 'AI-powered tools' to improve member experience., Your leadership of the GenAI team's mission to integrate AI into customer service to make healthcare faster/simpler., The 8-hour claims reconciliation milestone and 15-minute enrollment access you drove to eliminate data latency.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at BCBSMA
Hi Prem,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at Blue Cross Blue Shield of Massachusetts, I wanted to ask about something that comes up a lot at health plans your size. Is document template maintenance still landing on your developer team every time a member communication needs to change?<br><br>With your member base, that adds up fast. Regulatory notices, EOBs, prior auth letters, denial correspondence — any change to those documents typically requires someone with deep system knowledge to touch the code. That's developer time that probably should be going somewhere else, especially with an AI-led IT transformation already in motion.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your team get document changes off the developer queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT developer scarcity for Documaker maintenance
Hi Prem,<br><br>Following up on what I sent about the document maintenance piece.<br><br>One example that might be relevant: Natera cut their turnaround on complex medical documents from 2.5 weeks to 2 days. The change came from moving template ownership to the people who actually know what those documents need to say, with controls in place so IT isn't the bottleneck on every update.<br><br>For a plan your size, that kind of speed matters. When a CMS disclosure requirement changes, or a state updates its prior authorization notice rules, your team needs to get updated member communications out accurately and fast. On most legacy document systems, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to avoid Documaker architecture lock-in
Subject: One last thing, Prem
Hi Prem,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes ever become too much of a friction, feel free to reach out.
Proof: Natera reduced cycle times from 2.5 weeks to 2 days for complex medical documents. · Asset: GUC3E41.PDF
Prem, good to have you in the network.
Sent you a few emails about the Documaker maintenance load sitting on your dev team, so you have some context already. At MHC we help health plans move that template ownership off the IT queue to the business side. Natera got complex medical document cycle times down from two and a half weeks to two days after making that shift, which gives a sense of what's possible on the maintenance side.
Happy to reconnect here if the timing ever works.
Jamie
Rafael Garcia
Vice President - Engineering and Business Technology
operations · vp
active
secondary
⏳ pending
influencer
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: strategic digital engineering leadership
Hooks: your focus on 'Digital Engineering and Transformation' at BCBSMA, background in transitioning large-scale R&D IT organizations to Agile/DevOps methodologies at HPE, overseeing the engineering of member-facing technology for a $9B+ payer operation
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at BCBS of MA
Hi Rafael,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading engineering and business technology at Blue Cross Blue Shield of Massachusetts, I wanted to ask about something that comes up a lot with health plans your size. When your compliance or member communications team needs to update a member-facing document, does that still run through an IT ticket and wait on an available developer?<br><br>The reason I ask: a lot of health plans are deep into digital transformation work, portal upgrades, personalized member experiences, the whole roadmap. But the document layer gets left behind because every template change is still a developer project. Your compliance team knows what needs to change. They just can't touch it without going through engineering.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can take some of that document maintenance load off your engineering team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Rafael,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles updates directly now, without writing a ticket.<br><br>That matters especially when a CMS disclosure requirement changes or a state notice has to go out to hundreds of thousands of members fast. On most legacy setups, that's a developer project. It doesn't have to be.<br><br>Also worth noting for a plan focused on health equity: 508 accessibility compliance on member documents often slips when template changes are sitting in an IT backlog. Giving the business side the ability to make those updates with guardrails in place tends to clean that up quickly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: E2=compliance/508 requirements often suffer when template changes are bottled up in IT backlogs
Subject: One last thing, Rafael
Hi Rafael,<br><br>Sent you a couple of notes about document infrastructure at Blue Cross Blue Shield of Massachusetts. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction in your engineering roadmap, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana using MHC NorthStar, while Natera reduced cycle time from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Rafael, good to be connected.
I sent a few emails about the document infrastructure gap sitting inside modernisation work, so you have some context on where I'm coming from. At MHC we help health plans get template ownership off IT queues and into the business side.
One thing that tends to resonate with teams doing this kind of work: Natera cut document cycle time from two and a half weeks to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
Juby Jacob
VP - Digital and Analytics Technology Solutions
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic digital modernization and member experience
Hooks: Your leadership in 'Digital Engineering and Transformation' lines up perfectly with the shift from legacy CCM to AI-driven member insights., Transitioning from Oracle Documaker to a unified digital ecosystem, much like the recent OpenText initiative, requires solving the 'developer scarcity' bottleneck first., With BCBSMA's $9B+ operation, reducing the 2.5-week template cycle to days is critical for CMS compliance and member satisfaction.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
—
Reframe: business-user self-service
Subject: —
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Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Tufts Health Plan
tuftshealthplan.com
· healthcare_medtech_pharma
· Canton, US
A regional health insurance provider and subsidiary of Point32Health serving New England members through diverse plans.
“Offering health insurance coverage across the life span regardless of age or circumstance.”
Tufts Health Plan, a Point32Health company, guides and empowers healthier lives for everyone.
LinkedIn headcount: 1,267
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
1001_5000 employees · 1b_plus
Technology & Competitors
—
Strategic Initiatives
- Integration of Medicare and Medicaid benefits under the 'Tufts Health One Care' rebrand., Implementation of GLP-1 drug coverage restrictions to manage rising medical costs.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health Insurance
Awareness: stage_2
Scale: large — members 2,000,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- financial_distress: Reported $301 million operating loss for fiscal year 2025 as part of Point32Health.
- m_and_a: Parent company Point32Health signed a definitive agreement to acquire Health New England.
Web Research Finding NONE
No CCM vendor found. Now part of Point32Health (merged with Harvard Pilgrim 2021).
Action: KEEP AS-IS
Contacts (11)
active: 1 completed: 10
1 active · 0 🔗
Elizabeth Halpin
Supervisor, Member Services
operations · manager
completed
secondary
– none
champion
step 0/3
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Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
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Eric Oliver
Director of Digital Product
operations · director
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: recent move and Point32Health's digital modernization focus
Hooks: your move to Point32Health in February 2026, building best-in-class digital experiences for Tufts and Harvard Pilgrim members, addressing the $301M operating loss through operational efficiency in member communications
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency for template changes (ANOC/EOC/EOB) slowing down your digital roadmap and adding to technical debt.
—
Reframe: Business-user self-service for document composition to offload the digital product team from constant regulatory letter updates.
Subject: —
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Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
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Lydia Bernstein
Director, Clinical Programs
other · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic clinical alignment and cost efficiency
Hooks: Experience managing enterprise-wide wellness initiatives and digital health vendor partnerships at Point32Health., Point32Health's reported $301M operating loss in FY2025, intensifying the need for operational cost reduction., Direct oversight of clinical program products like preventive care and disease management that require complex member communications (ANOC/EOC).
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Healthcare payers often face a 'legacy tax' where clinical teams wait weeks for IT to update a single prior-auth or denial letter template, delaying critical member outreach.
—
Reframe: With the recent $301M operating deficit, defaulting to status-quo document processes isn't just an IT issue—it's a strategic liability that inflates TCO and slows clinical program agility.
Subject: —
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Proof: MHC helped Allied Benefits eliminate $4 per document and accelerated template updates from weeks to days for Optum and Natera. · Asset: GUC3E41.PDF
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Raj Bhusnurmath
Director, Solutions Architecture
engineering · director
completed
secondary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise architecture alignment amidst financial consolidation
Hooks: Experience bridging Tufts Health Plan and Harvard Pilgrim legacy systems under Point32Health, Expertise in SDLC and Enterprise Architecture to solve $300M+ operating loss pressures, Modernizing document systems for member communications like ANOCs and EOCs as part of the Health New England acquisition integration
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Technical debt from legacy document systems is creating a developer scarcity bottleneck, where maintenance of old templates costs $150K+ per dev while blocking the digital roadmap.
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Reframe: Instead of waiting on IT tickets for every EOB or SBC change, architecture should enable business-user self-service to reduce integration burden and risk.
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
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Vishi Raghavan
VP Technology & Compliance
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic technical debt and compliance modernization amidst Point32Health's acquisition and operating pressure
Hooks: Your dual focus on Tech and Compliance at Point32Health, especially as the organization integrates Health New England, The challenge of maintaining document compliance (ANOC/EOC) while navigating the $301M operating loss reported for FY2025, Experience bridging technical architecture with regulatory requirements in a large-scale payer environment
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency and technical debt: legacy CCM systems create a bottleneck where every template change for EOBs or CMS notices requires a developer ticket, draining resources during financial consolidation
—
Reframe: Operational efficiency as a fiscal lever: shifting document ownership to business users to eliminate the 'developer scarcity' tax and streamline the integration of acquired entities like Health New England
Subject: —
—
Proof: MHC helped Optum manage 200+ complex healthcare templates and enabled Natera to reduce document cycle times from 2.5 weeks to 2 days while maintaining 100% compliance · Asset: GUC3E41.PDF
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Selma Ferhatbegovic-Fede
SVP & Chief Information Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: strategic technical leadership during merger integration
Hooks: recognition as one of Becker’s Hospital Review’s 100 Women in Health IT to Know, oversight of the Integration Management Office during the Point32Health and Health New England acquisition, background in systems integration from Deloitte applied to large-scale payer platforms
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Tufts Health One Care
Hi Selma,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading technology at Tufts Health Plan during the Health One Care integration, I wanted to ask about something we see come up a lot at payer organizations your size. When Medicare and Medicaid benefits get unified under a single brand, does the document layer keep up, or does every member communication change become an IT project?<br><br>With your member base across commercial, Medicare, and Medicaid, that's a lot of template variants. Enrollment confirmations, benefit determination notices, member handbooks, prior auth letters. When plan requirements change or CMS issues updated disclosure language, someone has to update those templates. On most legacy systems, that someone is a developer.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce the IT dependency around member communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT is often the bottleneck for member communications like EOBs and SBCs, especially when developer scarcity ($150K+ talent) and legacy architecture from mergers block the digital transformation roadmap.
Hi Selma,<br><br>Following up on what I sent about the document bottleneck piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. When CMS changed a disclosure requirement, their compliance team made the update directly instead of writing a ticket.<br><br>Allied Benefit Systems eliminated $4 per document in vendor fees after modernizing their member correspondence. They process over a million communications a year across 250+ templates and 80+ plan variations. The wait for developer time went away.<br><br>With the Health One Care rebrand unifying Medicare and Medicaid benefits, you're likely managing state-specific required language, CMS formatting rules, and member-facing document variants across multiple lines of business. That's a significant template surface area. When a change comes in, the question is whether your developers are the only path to getting it out.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of migrating legacy technical debt to new cloud environments, architecture leaders are decoupling document composition from IT to eliminate the developer-heavy ticket queue for template changes.
Subject: One last thing, Selma
Hi Selma,<br><br>Sent you a couple of notes about the document infrastructure piece at Tufts Health Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) automated over 200 complex templates for BCBS and Humana, while Allied Benefit Systems eliminated $4/document in manual costs by modernizing their high-volume member correspondence. · Asset: GUC3E41.PDF
Selma, appreciate you connecting. I sent a few emails recently about the developer bottleneck on member communications like EOBs and SBCs, so wanted to continue that conversation here.
At MHC we help health plans move template ownership off IT queues to the business side. Allied Benefit Systems cut $4 per document in manual costs doing exactly that across their high-volume member correspondence.
Given Tufts has gone through merger-driven architecture complexity, the friction on that layer tends to compound. Happy to reconnect here if the timing ever works.
Jamie
Dan Currie
SVP, Operations
operations · vp
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Operations Programming Oversight
Hooks: Direct oversight of operations programming and configuration teams at Point32Health., Experience managing claims and enrollment fulfillment for up to 16M members., History of driving cost-per-claim reductions via technology-led process improvements.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: DocOps=operational pain: template change delays, business user frustration, and the burden of managing 22M monthly claims without agile configuration.
—
Reframe: No vendor=legacy blocking modernization: reframe document configuration as a strategic asset to resolve the $301M operating loss through operational efficiency and self-service.
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
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Debra Haughton
Senior Program Manager
operations · manager
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: enterprise business transformation focus within Point32Health's integration strategy
Hooks: Current focus as Senior Program Manager at Point32Health (parent of Tufts/Harvard Pilgrim), Master Black Belt and PMP background indicating a lean, process-optimization mindset, Interest in AI strategy for 2025 and customer experience modernization signals
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The merger between Tufts and Harvard Pilgrim (Point32Health) likely created a fragmented document landscape where legacy EOB and notice systems act as a bottleneck for digital transformation roadmaps.
—
Reframe: Instead of a risky full-scale migration, move toward a business-user self-service model that decouples template logic from the core IT backlogs, especially critical given the $301M operating loss which demands higher TCO efficiency.
Subject: —
—
Proof: Optum managed over 200 complex templates across BCBS and Humana plans while reducing IT dependency, similar to the scale required for Point32Health's multi-plan enrollment and claims correspondence. · Asset: GUC3E41.PDF
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John Conway
Deputy Chief Information Security Officer, Director Cyber and Information Security
engineering · director
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Point32Health merger/acquisition navigation
Hooks: Current role as Deputy CISO at Point32Health (parent of Tufts Health Plan), Background with Ananke, Inc. and Microsoft ecosystem, Point32Health's reported $301M operating loss and the acquisition of Health New England
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT is forced into 'ticket-taker' mode for every EOB or enrollment kit update because legacy tools require developer code for template changes.
—
Reframe: Don't just migrate to another developer-heavy tool like OL Connect; solve the architecture gap by enabling business users to manage document composition without IT tickets.
Subject: —
—
Proof: Optum (UHG) transitioned 200+ healthcare templates to MHC, enabling their team to manage complex BCBS/Humana communications while drastically reducing developer dependency. · Asset: GUC3E41.PDF
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Raj Kurup
VP Engineering & Operations
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic infrastructure leadership amidst P32H operating losses
Hooks: Current VP of Engineering & Operations at Point32Health, Board Co-Chair for FWSIM 2025, Experience leading organizations of 200+ resources with $20M P&L
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT developer scarcity and technical debt from legacy systems blocking the digital transformation roadmap.
—
Reframe: CCM modernization as a critical piece for the P32H acquisition integration, moving away from architecture lock-in toward self-service.
Subject: —
—
Proof: Optum managed over 200 templates across BCBS and Humana, while Natera reduced document cycle times from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
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Stephanie Heger
Senior Business Consultant, Operational Readiness & Transformation
operations · manager
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Point32Health's reported $301M operating loss for FY2025 and recent move to acquire Health New England create an urgent need for member services efficiency.
Hooks: Current lead for Change Implementation & Adoption for Service & Experience at Point32Health, Expertise in process redesign and simplification to protect service levels during high-change periods, Focus on cross-functional technology delivery (IT + Operations) to ensure strategic initiative stability
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Operational tension from legacy document dependencies blocking your Member Services modernization roadmap, especially critical given recent Point32Health fiscal pressures.
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Reframe: Don't let rigid document composition workflows create service disruption; business-user self-service for templates eliminates the IT ticket bottleneck for EOBs and SBCs.
Subject: —
—
Proof: MHC helped Optum manage 200+ healthcare templates and enabled Natera to cut document cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
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Wellcare
wellcare.com
· healthcare_medtech_pharma
· Tampa, US
Managed care organization providing government-sponsored healthcare programs including Medicare Advantage and Medicaid health plans.
“
”
For more than 20 years, Wellcare has offered a range of Medicare products, including Medicare Advantage and Medicare Prescription Drug Plans (PDP), which offer affordable coverage beyond Original Medicare. Today, the company offers benefits with every Medicare beneficiary in mind, such as dental, he…
LinkedIn headcount: 5,341
Newgen OmniOMS CCM Suite is explicitly listed as serving Wellcare. Evidence also shows use of SmartCOMM for personalized member engagement and job postings for OpenText Exstream developers requiring integration with HealthRules modules used by Wellcare.
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
5000_plus employees · 1b_plus
Technology & Competitors
Centene Workbench
HG Insights
Availity Editing Services
HG Insights
Strategic Initiatives
- Transition of Allwell and other Centene brands to the unified Wellcare brand identity., Implementation of medication home delivery services through Express Scripts Pharmacy.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Medicare Managed Care
Awareness: stage_2
Scale: mega — Medicare Advantage and PDP members 9.4M
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- Leadership Change: Rich Fisher serves as SVP and CEO of Medicare for Centene
- overseeing the Wellcare brand strategy.
- M&A: Centene consolidated Medicare branding under the Wellcare name following the 2020 merger.
- Digital Transformation: Wellcare refreshed branding and shifted to a 'modern and consumer-centric' tone to ease member experience.
Web Research Finding NONE
No CCM vendor found in web research. Strong print production team (Michael Palmer Senior Manager).
Action: KEEP AS-IS
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
1
Current
1
Past
True
Contacts (14)
active: 6 completed: 8
6 active · 1 🔗
Kristie Whitmore
Vice President Provider Operations
operations · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic claim and provider benefit operations
Hooks: Leadership of the strategic direction for claims and provider benefits at WellCare, Experience leading enterprise-wide claims system upgrades and software conversions, Oversight of payment integrity and claims audit associates within the Centene/WellCare ecosystem
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: doc_ops
—
Reframe: it_architecture
Subject: —
—
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Matthew Prendergast
Senior Director, Business Transformation
operations · director
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Centene's integration of Wellcare and the corresponding shift to a modern, consumer-centric brand tone for Medicare communications.
Hooks: Leadership in large-scale transformation projects at Centene/Wellcare, Recent brand refresh to a 'modern and consumer-centric' tone in Medicare branding, Focus on overcoming organizational challenges for healthcare executives
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Legacy document systems often block the roadmap for digital transformation by keeping the 'modern and consumer-centric' tone trapped behind IT ticket queues.
—
Reframe: Instead of waiting on developer scarcity for every notice or kit change, transformation leaders are decoupling document composition from IT to enable business-user self-service.
Subject: —
—
Proof: Optum (UnitedHealth Group) managed over 200 templates across BCBS and Humana plans, and Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
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Malik Anwar
Vice President
engineering · vp
completed
tertiary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: Centene-Wellcare integration scale & OpenText technical debt
Hooks: Tenure through the Wellcare acquisition in 2020, Leadership over Medicare Advantage expansion to 51M beneficiaries, Previous hands-on experience as Sr. Dir IT Application Development during MMP transitions
posture: peer CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: IT dependency and developer scarcity for template changes in OpenText Exstream
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Reframe: Business-user self-service to bypass IT ticket bottlenecks for EOB/ANOC updates
Subject: —
—
Proof: Optum managed 200+ healthcare templates and Natera reduced lifecycle time from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
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Troy Mills
Senior Vice President, Member & Provider Services
operations · vp
completed
tertiary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic_integration
Hooks: Leadership in Member and Provider Services at Wellcare/Centene, Focus on transitioning MMPs to integrated Dual Eligible Special Needs Plans (D-SNPs), The scale of managing Medicare Advantage plans for 51 million beneficiaries
posture: challenger CTA: medium type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
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Reframe: No vendor: general legacy pain (IT ticket for every change). E2=business-user self-service.
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
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Fernando Lera
RVP, IT Application Development
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: Centene's consolidation of Medicare branding under Wellcare and your background in large-scale application development at WellCare and HSBC.
Hooks: Leadership role in Centene's Medicare branding consolidation under Wellcare., Experience managing application development for critical member communications like EOBs, ANOCs, and CMS notices., Previous experience at HSBC Bank of Canada in IT Quality management.
posture: peer CTA: soft type: problem_first
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Subject: Document changes, Wellcare's Medicare build
Hi Fernando,<br><br>Jamie here from MHC Automation.<br><br>Given your role running application development at Wellcare, I wanted to ask about something that comes up constantly at Medicare Advantage organizations your size. With Centene consolidating its Medicare brands under Wellcare, I'd imagine there's a significant volume of member-facing documents that need to be updated across enrollment systems, claims platforms, and CMS reporting tools. Is your team still the bottleneck for every one of those template changes?<br><br>At most MA plans we talk to, a single regulatory notice or brand update turns into a developer project. Someone has to pull the right template out of a system that only two or three people know how to touch, make the change, test it, push it. Multiply that across EOBs, ANOCs, prior auth notices, and member welcome kits at your member volume and the queue never clears.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help get document changes out of your IT queue. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity ($150K+ per dev) creating bottlenecks for frequent template changes in EOBs and CMS notices.
Hi Fernando,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example that might be relevant: Natera was running patient report cycles that took 2.5 weeks end to end. After moving to MHC NorthStar CCM, they got that down to 2 days. The change was structural. Their operations team started handling document updates directly instead of routing everything through development.<br><br>For a plan at Wellcare's scale, that kind of turnaround matters a lot when a CMS requirement changes and ANOCs or denial letters need to go out accurately to millions of members. Right now, if your compliance or member communications team needs a language change in a prior auth notice or an EOB, that probably starts with a ticket to your team. We remove that step without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing CCM as the 'missing piece' of digital transformation to eliminate technical debt and architecture lock-in risks.
Subject: One last thing, Fernando
Hi Fernando,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If CCM or document composition processes ever become a friction point for your team, feel free to reach out.
Proof: Natera reduced cycle times from 2.5 weeks to 2 days; Allied Benefits eliminated $4 per document across 1M+ communications. · Asset: GUC3E41.PDF
Hey Fernando, appreciate you connecting.
Sent you a few emails about the developer dependency piece on template changes, specifically around EOBs and CMS notices. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help health plans move template ownership off IT queues to the business side. Natera cut document change cycles from 2.5 weeks to 2 days after making that shift, which given what developer time costs, tends to matter pretty quickly.
Worth a quick conversation to see if any of this is relevant?
Jamie
Darlene Handy
Senior Business Process Consultant
operations · manager
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: enterprise communication transformation
Hooks: your 15+ years of experience leading enterprise-wide transformations in healthcare communication, your background at Universal American before the WellCare/Centene integration, expertise in optimizing inbound and outbound corporate communication deliverables
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana using MHC NorthStar, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Farooq Siddiqui
Senior Director, Enterprise Business & Technology Architecture
engineering · director
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: enterprise architecture alignment for complex health plan consolidations
Hooks: Experience bridging traditional IT and business at WellCare and Centene, Expertise in application and technology rationalization for business-model driven strategic plans, Background in digital transformation and capability roadmaps for large healthcare payers
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Centene's consolidation of Wellcare branding often leaves a 'modern' customer-centric tone trapped behind legacy IT dependency for every template update.
—
Reframe: Don't let document architecture become a legacy block on your modernization roadmap; shift to a platform that allows business users to own EOB and notice updates without a $150K+ developer ticket.
Subject: —
—
Proof: Optum managed over 200 templates for BCBS and Humana, and Natera reduced cycle times from 2.5 weeks to just 2 days by decoupling document logic from core systems. · Asset: GUC3E41.PDF
—
Jennifer Schembari
Staff VP, Business Operations ICS
operations · vp
completed
tertiary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: vendor management and operational efficiency focus
Hooks: Your deep background in vendor management and payer operations at Humana and now Centene, Focus on Integrated Communication Services (ICS) during the recent MMP to D-SNP transition, Leading operational results and process improvement for large-scale healthcare administration
posture: challenger CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
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Ranjit Mannadiar
Vice President, Provider and Value Based Care Domain
engineering · vp
completed
tertiary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: Provider/Value-Based Care Interoperability
Hooks: Current role leading Provider and Value-Based Care Domain at Wellcare/Centene, Background in Agile/Scrum (CSM, CSPO) for large-scale healthcare IT, Wellcare's expansion to 51M beneficiaries and the shift to integrated Dual Eligible Special Needs Plans (D-SNPs)
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
—
Reframe: business-user self-service
Subject: —
—
Proof: WellCare achieved a 75% reduction in printing/storage costs and 20% reduction in job lifecycle time by eliminating manual hand-off bottlenecks in material creation. · Asset: GUC3E41.PDF
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Michelle Bauer
Senior Director, Contact Center Operations
operations · director
active
secondary
⏳ pending
champion
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: strategic operational efficiency in high-volume Medicare/PBM environments
Hooks: Leadership in managing 500+ internal and 400+ vendor-based call center employees, Background in reducing cost-to-serve by $4.7M through process realignment, Oversight of complex member communications at Centene/Wellcare following the brand consolidation
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Wellcare
Hi Michelle,<br><br>Jamie here from MHC Automation.<br><br>Given your role running contact center operations at Wellcare, I wanted to ask about something that comes up a lot at plans your size. When member-facing documents need to change, whether that's EOBs, ANOCs, denial letters, or prior auth notices, does your team have to route those through IT and wait on a developer to touch the template?<br><br>At a plan with millions of Medicare Advantage members, that kind of bottleneck can get expensive fast. Regulatory notices have hard deadlines. Enrollment documents have to be accurate across dozens of plan variations. When the change process runs through a ticket queue, things slow down in ways that eventually land in your contact center as inbound volume.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the document-related friction that drives member calls. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: general_legacy_pain
Hi Michelle,<br><br>Following up on what I sent about the document change process.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams can update templates directly without waiting on IT.<br><br>That matters at Wellcare's scale. With the Allwell brand consolidation and millions of Medicare Advantage members across those combined plan types, any document change, a CMS disclosure update, a formulary notice tied to the Express Scripts pharmacy benefit, has to propagate accurately and fast. When the template change path runs through a developer, it rarely does.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document operations at Wellcare. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Michelle, glad we're connected.
I sent a few emails about the legacy document platform piece, so I won't rehash all of that. At MHC we help health plans get template ownership out of IT queues and into the hands of the business side. Natera got document turnaround from two and a half weeks down to two days after making that shift, which is roughly the scale of change we see pretty consistently in this space.
If you're in the middle of anything similar at Wellcare, I'd be curious to hear where it stands.
Happy to reconnect here if the timing ever works.
Jamie
Angel Turbe
Sr Director, Business Transformation
operations · director
active
secondary
🔗 connected
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: Centene-Wellcare integration and role in strategic modernization initiatives
Hooks: Current focus on strategic initiatives and business transformation at Centene since the Wellcare brand consolidation, Extensive 12-year history at Wellcare moving from technical project management to corporate initiatives, Direct oversight of business transformation during the brand's shift to a more consumer-centric digital tone
posture: peer CTA: soft type: problem_first
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Subject: Wellcare brand rollout + document layer
Hi Angel,<br><br>Jamie here from MHC Automation.<br><br>I work with healthcare organizations going through large-scale transformation, and the Centene-to-Wellcare brand consolidation caught my attention. Transitions like that tend to surface a question I hear a lot: is the document production layer keeping up with everything else on the modernization roadmap?<br><br>Given your role in business transformation, I wanted to ask directly. When a brand change or a CMS notice requirement hits, does your team have to route every template update through IT, or can the people who own the content make the change themselves?<br><br>At a plan your size, with millions of members across MA and PDP, that bottleneck can slow down everything from ANOC cycles to enrollment communications. The brand work moves fast. The document infrastructure often doesn't.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Legacy document systems acting as a bottleneck for the broader digital transformation roadmap and brand modernization
Hi Angel,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> used MHC to consolidate over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of consolidation matters especially when you're unifying plan brands and need consistent, compliant output across member populations at scale.<br><br>Natera is a different vertical, but the cycle time result is relevant: they cut document turnaround from 2.5 weeks to 2 days by removing IT from the day-to-day change path.<br><br>For a transformation team, both of those outcomes tend to matter. Faster template changes mean CMS-regulated notices, ANOCs, and SBCs go out on time without becoming a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from IT-heavy manual template updates to business-user self-service to accelerate the deployment of CMS-regulated notices
Subject: One resource before I stop bugging you
Hi Angel,<br><br>Sent you a couple of notes about document infrastructure at Wellcare. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction during the brand rollout, feel free to reach out.
Proof: Optum managed over 200 templates for BCBS and Humana, and Natera reduced document cycle times from 2.5 weeks to just 2 days · Asset: GUC3E41.PDF
Hey Angel, appreciated you connecting.
I sent a few emails over the past couple of weeks about the document infrastructure gap in the modernisation work, specifically how legacy CCM platforms tend to become a hard blocker when brand and digital changes need to move fast. Figured LinkedIn might be a better place to continue that thought.
At MHC we help health plans get template ownership off IT queues and into the hands of the business. Natera cut document cycle times from 2.5 weeks to 2 days after making that shift.
Happy to reconnect here if the timing ever works.
Jamie
Jaclyn Pettinari
Senior Vice President, Enterprise Transformation
operations · vp
active
secondary
⏳ pending
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: enterprise transformation lead for Value Creation Office
Hooks: leading Centene's Value Creation Office to capitalize on growth initiatives, background in HR transformation and post-acquisition integrations like the Wellcare-Centene merger, prior experience as Chief of Staff to the CEO supporting strategic projects
posture: peer CTA: soft type: problem_first
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Subject: Wellcare brand transition + doc layer
Hi Jaclyn,<br><br>Jamie here from MHC Automation.<br><br>I came across your work leading enterprise transformation at Wellcare and wanted to ask about something that tends to surface during large-scale brand consolidations. With the Allwell and other Centene brands rolling into the unified Wellcare identity, I was curious whether the document layer is keeping pace with the rest of that transition.<br><br>In our experience, member-facing communications are often the last thing to get updated. EOBs, ANOCs, enrollment confirmations, member handbooks — those templates tend to live in systems that require a developer to touch them. When a brand change or regulatory update hits, that becomes a bottleneck that slows everything downstream.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the friction between your transformation roadmap and what actually goes out to members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Jaclyn,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. That kind of consolidation matters when you're unifying multiple brand identities and need every member communication to reflect the same standards.<br><br>What made it work was getting the compliance and ops teams into the change path directly. Instead of routing every template update through a developer, the people who own the content make the change. With millions of Wellcare members across Medicare Advantage and PDP plans, that kind of speed matters — especially when CMS updates a disclosure requirement or open enrollment is approaching and every ANOC has to go out accurate and on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: modernization gaps
Subject: One more thing, Jaclyn
Hi Jaclyn,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction as the transformation work continues, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Jaclyn, good to have you in the network.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you probably have some context on what we do. At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly.
One thing that tends to resonate with teams doing transformation work at scale: Optum moved 200+ templates across their BCBS and Humana lines and got that layer out of the critical path entirely.
Worth a quick conversation to see if any of this is relevant?
Jamie
Sandi Castaneda
Staff Vice President, Digital Initiatives
operations · vp
active
secondary
⏳ pending
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: Centene-Wellcare branding consolidation and consumer-centric digital shift
Hooks: Your leadership in the 'modern and consumer-centric' tone shift following the Wellcare branding consolidation, Managing digital initiatives for a mega-scale payer where legacy document workflows often lag behind brand refreshes, The transition of Centene’s Medicare branding and the resulting pressure on member communication consistency
posture: peer CTA: soft type: problem_first
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Subject: Wellcare + document infrastructure
Hi Sandi,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading digital initiatives at Wellcare, I wanted to ask about something we see come up a lot at large managed care organizations going through brand consolidation. As you're pulling Allwell and other Centene brands into a unified Wellcare identity, is the document layer keeping up with the rest of your modernization work?<br><br>It usually doesn't. Member-facing communications like EOBs, ANOCs, SBCs, and enrollment notices tend to be locked inside legacy systems where every template change requires a developer. A brand migration at your scale, with millions of members across Medicare Advantage and PDP, means hundreds of document variants that all need to reflect the new identity. That becomes an IT project, not a digital initiative.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove the document layer as a blocker on your roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Sandi,<br><br>One more thought on the document layer piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and operations teams now handle template changes directly without routing through IT.<br><br>That matters when CMS changes a disclosure requirement and it has to propagate across millions of member communications before open enrollment. On a legacy system, that's a developer project. The wait disappears when the people who know what the document should say are the ones making the update.<br><br>With Wellcare consolidating multiple Centene plan brands into one identity, you're likely looking at a similar challenge: dozens of document variants for the same communication types, each tied to a different source system or template environment. That's the kind of thing that quietly stalls a digital roadmap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One last thing, Sandi
Hi Sandi,<br><br>Sent you a couple of notes about document infrastructure at Wellcare. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this:<br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on the digital roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Sandi, good to be connected. I sent a few emails recently about the document infrastructure gap that tends to show up in modernisation work, so you may recognise the context.
At MHC we help health plans move template ownership off IT queues and to the business side. Natera got template turnaround from two and a half weeks down to two days after making that shift, which tends to matter when the document layer is holding up broader roadmap progress.
Happy to reconnect here if the timing ever works.
Jamie
Jason Bollent
Vice President Operations
operations · vp
active
tertiary
– none
champion
seq 11
step 1/3
📋 CCM_Buyers_Guide.pdf
Angle: Centene-Wellcare integration & expansion signals
Hooks: Your 20-year trajectory from Wellcare to VP at Centene provides a unique lens on the operational complexity of scaling Medicare Advantage plans to 51M beneficiaries., Recent divestiture of Magellan and the transition of MMPs to integrated Dual Eligible models likely puts intense pressure on your OpenText Exstream template agility., Given your background in Provider Communications, the friction of manual hand-offs in material creation for EOBs and ANOCs is likely a known bottleneck.
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at Wellcare
Hi Jason,<br><br>Jamie here from MHC Automation.<br><br>Given your role in operations at Wellcare, I wanted to ask about something that comes up a lot at Medicare Advantage plans your size. When a CMS disclosure requirement changes or a member communication needs updating, does that still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At a plan running millions of member communications across enrollment, claims, and pharmacy, that dependency adds up fast. ANOCs, EOBs, prior authorization notices, member welcome kits — when any of those need to change, waiting on IT to get to it is a real operational friction. Especially during open enrollment when timing is everything.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on member communications without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Jason,<br><br>Following up on what I sent about the template change bottleneck.<br><br>Wanted to share a specific example. <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving their business team into the driver's seat on template changes. IT stopped being the bottleneck for every update.<br><br>That matters especially at Wellcare's scale. With the Allwell brands consolidating under the Wellcare identity, your team is likely looking at a significant template refresh across member communications — EOBs, ANOCs, enrollment confirmations, pharmacy notices. If those updates still require a developer every time, that's a slow process at a moment when speed matters.<br><br>That's what MHC NorthStar CCM does differently: your compliance and ops teams make changes directly, with controls in place, without waiting on IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jason
Hi Jason,<br><br>Sent you a couple of notes about document template management at Wellcare. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: WellCare achieved a 75% reduction in printing/storage costs and 20% reduction in job lifecycle time. · Asset: CCM_Buyers_Guide.pdf
Hey Jason, appreciate you connecting.
Sent you a few emails about the IT dependency bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help health plans move template ownership to the business side so every edit doesn't sit in a developer queue. A Wellcare team actually ran with that and landed a 75% reduction in printing and storage costs alongside a 20% cut in job lifecycle time.
If any of this lands, feel free to reach out whenever.
Jamie
Liberty Mutual
libertymutualgroup.com
· insurance
· Boston, US
A global property and casualty insurer providing personal and commercial insurance, reinsurance, and investment services.
“Pursue your tomorrow, today.”
At Liberty Mutual, we believe progress happens when people feel secure. For more than 110 years we have helped people and businesses embrace today and confidently pursue tomorrow by providing protection for the unexpected and delivering it with care.
A Fortune 100 company with more than 40,000 e…
LinkedIn headcount: 38,228
Multiple LinkedIn profiles confirm use of Oracle Documaker for form development, application, quote, and policy package documents. Profiles cite experience with Documaker Studio 11.1, RP, and DAL coding. Legacy use of Elixir DesignPro and transition/coexistence with Quadient Inspire and OpenText Exs
LLM classification: Insurance HIGH
Tier 2 score 66
Chris
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Generative AI (LibertyGPT)
HG Insights
Agile Methodologies
HG Insights
Strategic Initiatives
- Consolidation of Global Risk Solutions and Liberty Mutual Investments into closer strategic alignment, Integration of Generative AI via internal secure platform LibertyGPT
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: P&C and Life
Awareness: stage_2
Scale: mega — policyholders 50,000,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Allstate (Top 5 P&C) and Guardian Life ($13.4B Top 10 life) on NorthStar CCM.
Live Signals (leadership, M&A, events)
- Leadership Change: Vlad Barbalat named to lead Global Risk and Capital alignment.
- Leadership Change: Appointment of new leadership structure for Global Risk and Capital capabilities.
- Cloud Migration: Migration of enterprise content repository to cloud-hosted Alfresco PaaS for cost savings.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (10)
completed: 3 queued: 7
0 active · 0 🔗
Chema Luengo
Global Chief Information Officer, Retail Markets
engineering · c_level
completed
secondary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: strategic oversight of global IT modernization and legacy transition
Hooks: Your transition from Global Digital Transformation leader to Global CIO for Retail Markets, Liberty Mutual's ongoing migration of enterprise content to cloud-hosted Alfresco PaaS, Direct experience managing complex IT roadmaps across Europe and Latin America
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: compliance/508
Subject: —
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Proof: MHC helps 25+ major insurers like Allstate and Guardian modernize document operations while reducing IT dependency. · Asset: ULTIMA1.PDF
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Jackie O'Neill
Director Project Management
operations · director
completed
secondary
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champion
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📋 ULTIMA1.PDF
Angle: SaaS vendor management and process transformation experience
Hooks: your lead on establishing SaaS contracts for new insurance companies in Latam, the 70% efficiency gain you spearheaded for subpoena document completion, collaborating with Brazil, Colombia, and Chile to consolidate technical capabilities under single providers
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: The developer scarcity tax on Documaker—where every change to a renewal or claim template effectively requires a $150K+ specialist, creating an IT bottleneck that slows down market growth.
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Reframe: Instead of waiting on IT tickets for simple policy changes, the reframe is business-user self-service: moving document composition out of the developer's queue and into the hands of those who own the business logic.
Subject: —
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Proof: MHC helps T1 insurers like Optum and Allied Benefits eliminate $4/doc costs and reduce template turnaround from weeks to days. · Asset: ULTIMA1.PDF
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Monica Caldas
EVP, Global Chief Information Officer
engineering · c_level
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📋 CUSTOM1.PDF
Angle: strategic equilibrium and specialized talent scarcity
Hooks: your recent 'The Stack' interview on tech as a strategic enabler, the 2026 CIO Hall of Fame induction and Sloan Leadership Award, maintaining equilibrium between defensive modernization and offensive innovation like Liberty GPT
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure, Liberty Mutual
Hi Monica,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Liberty Mutual, I wanted to ask about something that comes up often at insurers your size. With millions of policyholders across P&C and reinsurance, does updating policyholder-facing documents still require going through a developer who knows the underlying system?<br><br>At the scale Liberty Mutual operates, that dependency gets expensive fast. The developers who know legacy document platforms are scarce and costly, and their time is probably better spent on things like LibertyGPT and your broader modernization work than on template changes for declarations pages or endorsements.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free up your engineering talent for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Monica,<br><br>Following up on what I sent about the developer dependency piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. The bigger shift was that their ops team started handling template changes directly, so the wait for a developer disappeared.<br><br>At Liberty Mutual's volume, that kind of bottleneck compounds quickly. A regulatory change hits one state, someone has to track down the right template in a system only a specialist can touch, and the developer queue is already full of higher-priority work. Declarations pages, endorsements, renewal notices, all of it stacks up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Monica
Hi Monica,<br><br>Sent you a couple of notes about document infrastructure at Liberty Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: CUSTOM1.PDF
Hey Monica, saw you accepted the connection and wanted to say thanks for that.
Sent you a few notes recently about getting template changes off the developer queue at Liberty Mutual. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every document update. Optum moved 200+ templates across their BCBS and Humana lines and cut the dependency significantly.
Given your role, you've probably seen this kind of thing from both sides. Worth a quick conversation to see if any of this is relevant?
Chris
Olukunle Akinbosede
VP, Technology Strategy & Operations - US Retail Markets
operations · vp
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secondary
– none
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📋 ULTIMA1.PDF
Angle: strategic operations and modernization
Hooks: Your leadership in Technology Strategy and Operations for US Retail Markets, specifically around streamlining large-scale enterprise solutions., Liberty Mutual's ongoing migration of enterprise content to cloud-hosted Alfresco PaaS, which signals a shift toward modernizing document infrastructure., Your background at GE Capital directing teams to automate business processes and enhance customer engagement on digital platforms.
posture: peer CTA: soft type: problem_first
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Subject: document ops at Liberty Mutual
Hi Olukunle,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology strategy and operations at Liberty Mutual, I wanted to ask about something that comes up a lot at P&C carriers your size. When a compliance or product team needs to update a customer-facing document, does that still require going through a developer to make the change?<br><br>At organizations with millions of policyholders, that bottleneck adds up fast. A rate notice, a declarations page, a renewal communication — each one touches a different system, and every edit is a ticket waiting in a queue. The people who know what the document should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team move faster on document changes without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Olukunle,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting their ops team out of the IT ticket cycle entirely.<br><br>The pattern at carriers your size is usually the same. Policyholder data sits across policy admin, claims, and rating systems. When a regulatory change hits or a product team needs to update renewal language, someone has to find a developer who knows the document platform well enough to touch it. At Liberty Mutual's volume, that wait has a real cost.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: one last thing, Olukunle
Hi Olukunle,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Olukunle, appreciate the connection.
Sent you a few emails about the IT dependency piece on document infrastructure, so you have some context on where I'm coming from. At MHC we help insurers get template ownership off developer queues and onto the business side. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, which gives us a decent view of what works at scale.
Happy to reconnect here if the timing ever works.
Chris
Nate Pullen
Strategy Leader, North America
operations · vp
completed
secondary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: strategic operational leadership in GRS and digital customer experience
Hooks: your recent transition to Strategy Leader for GRS North America, leadership in the digital customer experience strategy that earned industry recognition like the Business Insurance Innovation Award, focus on delivering tangible value and human-centered design for brokers and injured workers
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: developer_scarcity
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Reframe: legacy_blocking_roadmap
Subject: —
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Proof: Guardian and Allstate · Asset: UNLOCK1.PDF
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Natalie Lightfoot
VP, Senior Director, Product Owner
operations · director
queued
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– none
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📋 ULTIMA1.PDF
Angle: product_leadership_integration
Hooks: Leadership of the digital transformation and Guidewire implementation for State Auto and its integration into the Liberty Mutual ecosystem., Managing a team of 30+ Product Owners and Business Analysts through major acquisition change., Expertise in digitizing policyholder access and commercial lines program transformation.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Liberty Mutual
Hi Natalie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading product at Liberty Mutual, I wanted to ask about something that comes up a lot at P&C carriers your size. When a policy communication or customer notice needs to be updated, does that still require going through IT and waiting on a developer to touch the template?<br><br>At carriers with millions of policyholders, that bottleneck tends to show up in a few places at once. Regulatory notices, endorsements, renewal communications. The business team knows exactly what needs to change, but the system requires a developer to make it happen. That wait adds up fast at your volume.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your product teams move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Natalie,<br><br>Following up on the developer dependency piece I mentioned.<br><br>One example worth sharing: Acuity Insurance runs their policyholder communications on MHC alongside Guardian Life, Allstate, Intact Financial, and about 60 other carriers. The pattern we see consistently is that once the business side can manage templates directly, the wait for IT to make document changes disappears. Compliance updates, form changes, new endorsement language. All handled without writing a ticket.<br><br>At Liberty Mutual's scale, with millions of policyholders across Global Risk Solutions and personal lines, that kind of speed matters especially when a regulatory change has to go out across your full book fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, Natalie
Hi Natalie,<br><br>Sent you a couple of notes about document template management at Liberty Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes ever become a friction point on your product roadmap, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Natalie, appreciate you connecting.
Sent you a few emails recently about the IT dependency piece on template changes. At MHC we help insurers get document ownership to the business side so those changes stop sitting in a developer queue. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, so there's some relevant ground covered in your space.
If any of this lands, feel free to reach out whenever.
Chris
Amy Clemetson
Sr. Director, VP - Technology Enterprise Strategy & Program Management
engineering · vp
queued
secondary
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📋 GUC3E41.PDF
Angle: enterprise technology strategy & cloud modernization focus
Hooks: Leadership in Technology Enterprise Strategy & Program Management at Liberty Mutual, Experience leading agile technology organizations delivering cloud-based solutions, Focus on system simplification and global shared services tech portfolios
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Liberty Mutual
Hi Amy,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise technology strategy at Liberty Mutual, I wanted to ask about something that comes up a lot at carriers your size. Is your team still routing every document template change through IT, even for routine policy communications and regulatory notices?<br><br>At mega-carriers, that usually means a developer queue that backs up fast. Especially when the people who actually know what the document should say have no way to touch it directly. With millions of policyholders, a single regulatory update can mean dozens of template variants waiting on a handful of specialists.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The growing scarcity of Oracle Documaker developers ($150K+ salaries) and the shrinking talent pool are creating a significant bottleneck for enterprise template changes, often resulting in long IT ticket queues.
Hi Amy,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently: the carrier moves to MHC NorthStar CCM, the compliance and ops teams start handling template changes directly, and IT stops being the bottleneck for every document update.<br><br>At Liberty Mutual's scale, that matters a lot. Your policyholder data likely sits across several systems. Policy admin, claims, rating. Every document pulls from a different source. When a regulatory change hits or a state requires a disclosure update, that's a developer project on most legacy platforms. It doesn't have to be.<br><br>The way MHC handles it: your compliance team makes the change, within approval workflows IT sets, and the update goes out the same day instead of weeks later.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting the high TCO and technical debt of legacy DocOps, reframe the strategy toward a business-user self-service model that removes IT from the critical path of document composition.
Subject: One last thing, Amy
Hi Amy,<br><br>Sent you a couple of notes about document infrastructure at Liberty Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps major insurers like Guardian and Allstate modernize their CCM; specifically, for T1 peers like Optum, we've enabled management of over 200 complex templates while slashing turnaround times from weeks to days. · Asset: GUC3E41.PDF
Hey Amy, glad we're connected.
I sent a few emails about the Documaker developer bottleneck and the cost and scarcity issues that come with it. At MHC we help insurers move template ownership off IT queues to the business side. Optum is running over 200 complex templates through that model now and cut turnaround from weeks to days, which is roughly what that kind of change unlocks at scale.
If any of this lands, feel free to reach out whenever.
Chris
Patricia Slocum
AVP, Call Center Site Leader
operations · vp
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📋 ULTIMA1.PDF
Angle: document management and site operations oversight
Hooks: Experience managing document and enterprise print management within the Liberty Mutual Insurance ecosystem., Oversight of site-level operations and high-impact business strategies., Background in Finance Shared Services (FSS) initiatives like transformation and vendor selection.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Liberty Mutual
Hi Patricia,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing call center operations and document management at Liberty Mutual, I wanted to ask about something that comes up constantly at carriers your size. When your team needs to update a customer-facing document, does that still require going through IT and waiting on a developer to make the change?<br><br>At a company with millions of policyholders, that kind of bottleneck adds up fast. A compliance update, a disclosure change, a new endorsement language requirement, and suddenly there's a queue. The people who know what the document should say are waiting on someone who knows how to edit the template.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your ops team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Patricia,<br><br>One more thought on the document change bottleneck I mentioned.<br><br>We work with 25+ insurers who are modernizing their document infrastructure, including T1 and T2 carriers running older composition platforms. The pattern is pretty consistent: once the business side can manage template updates directly, the IT ticket queue for document changes stops growing. Compliance makes the change the same day it's needed.<br><br>At Liberty Mutual's volume, that matters a lot. Policyholder communications like declarations pages, endorsements, renewal notices, and cancellation letters often pull from multiple policy admin and claims systems. When a regulatory change hits across multiple states, that's not a small update. That's MHC NorthStar CCM's core use case: getting document changes out of the developer workflow without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Patricia
Hi Patricia,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC helps over 25+ insurers modernizing from legacy Documaker environments, including T1 and T2 carriers. · Asset: ULTIMA1.PDF
Hey Patricia, good to have you in the network.
Sent you a few notes over email about the IT dependency piece on template changes. Not sure if those landed in the right place given your call center focus, but document turnaround tends to touch that world more than people expect.
At MHC we help insurers move template ownership off the developer queue to the business side. We work with over 25 carriers modernizing away from legacy Documaker environments, including T1 and T2 shops, so the problems tend to be familiar.
If any of this lands, feel free to reach out whenever.
Chris
Vicki Mullen
Head of Distribution, Marketing Experience & Strategy
operations · vp
queued
secondary
– none
champion
seq 66
step 0/3
📋 GUC3E41.PDF
Angle: strategic operational transformation
Hooks: your focus on modernizing enterprise operating platforms through digital transformation and process simplification, leadership of distribution experience and strategy across multi-channel sales, background in leveraging agile and human-centered design at USAA and Farmers to optimize cost-to-service
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Liberty Mutual
Hi Vicki,<br><br>Chris here from MHC Automation.<br><br>Given your role leading distribution and marketing experience at Liberty Mutual, I wanted to ask about something we see come up often at carriers your size. When your team needs to update customer-facing communications, does that still require going through IT and waiting on a developer who knows the underlying system?<br><br>At a company with millions of policyholders across P&C and reinsurance, the volume of policyholder documents, renewal notices, endorsements, and claims correspondence adds up fast. When every template change is a developer project, the business side ends up waiting. Regulatory updates, brand changes, new product language, all of it sits in a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding to IT's workload. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Vicki,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes changes directly. The ticket never gets written.<br><br>For a carrier operating at Liberty Mutual's scale, that matters. When a state regulatory change hits, someone has to update the affected templates fast, across every policyholder segment. On most legacy systems, that's a developer project. On MHC NorthStar CCM, the people who own the content make the change, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Vicki
Hi Vicki,<br><br>Sent you a couple of notes about document infrastructure at Liberty Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the operational transformation work continues, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Appreciated the connection, Vicki. Sent you a couple of emails recently about the IT dependency piece I mentioned, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership to the business side, off the developer queue. Optum got there with 200-plus templates across their BCBS and Humana book, and Natera cut turnaround from two and a half weeks to two days once their team had direct control.
Given Liberty Mutual's distribution scope, that kind of speed probably matters.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Willock
CTO Investments & CIO Corporate Functions
engineering · c_level
queued
secondary
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📋 ULTIMA1.PDF
Angle: strategic tech leadership and alignment
Hooks: Your dual remit as CTO of Investments and CIO of Corporate Functions, particularly following the April 2026 leadership structure shift under Vlad Barbalat., Background in evolving vendor-built platforms and cloud transformation at scale, notably leading tech for Liberty's global invested financial assets., Direct oversight of technology operations for critical corporate functions including Finance, Legal, and Talent Services where document complexity often resides.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Liberty Mutual
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role spanning CTO and CIO responsibilities at Liberty Mutual, I wanted to ask about something that comes up a lot at insurers your size. With millions of policyholders across P&C and reinsurance, does managing the document layer still require developer involvement for every template change — declarations pages, endorsements, renewal notices, claims correspondence?<br><br>At scale, that dependency tends to become a real drag. A regulatory update hits one state, and instead of the compliance team handling it directly, it goes into a backlog. The developer queue becomes the bottleneck for work that shouldn't require a developer at all.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering teams from routine document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Michael,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at insurers like these is consistent: once the business side can manage templates directly, the IT ticket queue for document changes stops growing. Compliance handles regulatory updates the same day. IT stops being the bottleneck for work it was never meant to own.<br><br>At Liberty Mutual's volume, that matters. A rating change, a state disclosure requirement, a coverage endorsement update — those need to move fast across millions of policies. When a developer has to be involved in every change, the document layer becomes a blocker on work your engineering teams should be spending on higher-priority projects.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency and legacy blocking roadmaps
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at Liberty Mutual. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance peers) utilizing MHC to decouple business logic from IT tickets. · Asset: ULTIMA1.PDF
Hey Michael, appreciate you connecting.
I sent a few emails over the past couple of weeks around the IT dependency piece I mentioned, specifically getting document changes off the developer queue so business teams aren't waiting on tickets for every template update. At MHC we help insurers move that ownership to the business side without touching the underlying architecture.
Guardian and Allstate have both gone that route, decoupling template changes from IT queues entirely.
Given your remit across investments and corporate functions, figured the channel switch was worth a shot.
Happy to reconnect here if the timing ever works.
Chris
Florida Blue
floridablue.com
· healthcare_medtech_pharma
· Jacksonville, US
A health insurance provider and licensee of the Blue Cross and Blue Shield Association serving Florida residents.
Florida Blue is a subsidiary of a not-for-profit health solutions company dedicated to serving all Floridians in the pursuit of health.
Florida Blue is an independent licensee of the Blue Cross and Blue Shield Association, serving residents and businesses in the state of Florida.
http://www.florid…
LinkedIn headcount: 8,214
LinkedIn profile for Sr QA Analyst Contractor at Florida Blue (2018-2023) lists 'SmartCOMM letters' as a key function. Another consultant profile mentions Quadient expertise within healthcare/non-profit sectors including Florida Blue contexts.
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
⭐ SmartCOMM
5000_plus employees · 1b_plus
Technology & Competitors
PHP
HG Insights
JavaScript
HG Insights
Strategic Initiatives
- Expanding oncology support services for Medicare Advantage members
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health Insurance
Awareness: stage_2
Scale: mega — members 6,000,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Hot Springs Health (900K+ outputs, 50% faster cycles); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Leadership Change: Jody Spencer identified as CTO; Mahesh Patel also cited as CTO in recent directories.
- Hiring: Hiring for VP Enterprise Strategy & Innovation to drive growth and transformation.
- Digital Transformation: GuideWell (parent) published 2025 Impact Report focusing on connected care and digital goals.
Web Research Finding NONE
No CCM vendor found. Parent is GuideWell. Print production team confirmed via LinkedIn (Steve Archacki Senior Print Production Manager).
Action: KEEP AS-IS
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (11)
active: 9 completed: 2
9 active · 2 🔗
Amish Patel
SVP & Chief Information Officer
engineering · c_level
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: GuideWell's 2026 digital foundation and AI force-multiplier mandate
Hooks: Recognition as 2025 Super Global CIO ORBIE winner, Recent transition to GuideWell/Florida Blue from Elevance Health, Vision for 'invisible technology' enabling member health outcomes through data platforms
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Modernization gaps where legacy CCM architecture blocks the GuideWell 2025/2026 digital transformation roadmap.
—
Reframe: Evaluating alternatives to SmartCOMM that empower business users for self-service, reducing IT integration burden and developer dependency.
Subject: —
—
Proof: Optum (UnitedHealth Group) managing 200+ templates for BCBS/Humana scale, reducing template cycles from weeks to days. · Asset: GUC3E41.PDF
—
David Reid
Senior Director, Medicare Member Experience
operations · director
active
secondary
– none
champion
seq 5
step 1/3
📋 GUC3E41.PDF
Angle: Medicare Member Experience & CAHPS linkage
Hooks: Current focus on CAHPS and member satisfaction for Florida Blue's Medicare Advantage plans, Background as a CISA with deep roots in operational performance and regulatory compliance at GuideWell/Florida Blue, Connection between 'seamless, supportive journey' and the quality of member communications like ANOC and EOC
posture: peer CTA: soft type: problem_first
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Subject: Medicare comms + template changes
Hi David,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Medicare Member Experience at Florida Blue, I wanted to ask about something that comes up a lot at plans your size. When a CMS disclosure requirement changes or a new oncology support benefit needs to go out to your Medicare Advantage members, how long does it take to get the actual document updated and out the door?<br><br>At plans with millions of members, that gap between the decision and the communication is usually a document problem. Someone has to find the right template, submit a ticket, wait on a developer, test it, and then push it. By then the window for a clean member experience has already closed. That shows up in CAHPS scores before it shows up anywhere else.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get member communications out faster without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=operational friction with legacy template changes impacting member journey quality
Hi David,<br><br>One more thought on the template change piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template updates directly now. The ticket never gets written.<br><br>That matters especially when CMS changes a disclosure requirement and it has to reach millions of Medicare Advantage members on a tight timeline. Your ANOC, EOB, and prior authorization notices all have to be accurate, on time, and compliant. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to bypass IT bottlenecks and ensure 508/regulatory compliance
Subject: One last thing, David
Hi David,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ healthcare templates for BCBS and Humana, reducing cycle times and eliminating document-related overhead. · Asset: GUC3E41.PDF
Hey David, appreciated you connecting.
Sent you a few emails about the template change friction piece, figured LinkedIn might be a better place to pick things up. At MHC we help health plans move document ownership to the business side so member communications don't get stuck waiting on IT or vendor queues. Optum did this across 200+ healthcare templates for BCBS and Humana, cutting cycle times and clearing out the document overhead their teams were carrying.
Worth a quick conversation to see if any of this is relevant?
Jamie
Melissa Gilbert
PMO Director, Enterprise Governance & Strategy Alignment
operations · director
active
secondary
🔗 connected
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: enterprise alignment and governance transformation
Hooks: Current focus on helping senior executives translate strategy into coordinated action at the intersection of governance and execution., Over 10 years of tenure at Florida Blue, recently transitioning from IT Portfolio Manager to PMO Director for Enterprise Governance., Experience partnering with CIO and Compliance leaders to align priorities and drive clarity around risk and delivery outcomes.
posture: peer CTA: soft type: problem_first
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Subject: Florida Blue doc templates
Hi Melissa,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise governance and strategy alignment at Florida Blue, I wanted to ask about something that comes up a lot at health plans your size. When member-facing documents need to change, does that still run through IT, or has your team found a way to hand that off to the business side?<br><br>At plans with millions of members, the bottleneck usually shows up around regulatory notices, enrollment documents, and Medicare Advantage communications. A CMS disclosure update or an ANOC revision becomes a developer project, and the people who actually know what the document should say are waiting in a queue.<br><br>With Florida Blue expanding oncology support for MA members, I imagine that kind of friction shows up more than once.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency on IT for document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Melissa,<br><br>Following up on what I sent about the IT dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly without waiting on a developer.<br><br>For a plan like Florida Blue, that matters most when something like a CMS disclosure requirement changes mid-year, or when oncology-related prior auth notices need to be updated quickly across a large MA population. Changes that used to take weeks happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Melissa
Hi Melissa,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Melissa, good to be connected. I sent a few emails over the past couple of weeks about the IT ticket bottleneck on template changes, so you have some context on what we do. At MHC, we help health plans move template ownership to the business side so changes stop sitting in developer queues. Natera got document turnaround from two and a half weeks down to two days once that dependency was removed. Given your remit across enterprise governance and transformation, thought it might be worth surfacing here.
Worth a quick conversation to see if any of this is relevant?
Jamie
Dan Salo
Senior Director, Special Products (Medicare)
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Medicare-specific document compliance for DSNP expansion
Hooks: your role overseeing growth roadmaps for Dual Special Needs Plans (DSNP) at Florida Blue Medicare, the complex member communications required for Age-Ins and special product initiatives, your background in Medicare operations and product management spanning LA Care and CareMore
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for template changes (general legacy pain)
—
Reframe: business-user self-service for CMS-regulated notices
Subject: —
—
Proof: Optum manages 200+ templates for BCBS and Humana using MHC, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Kimberly Bobitski
Chief Data Officer
engineering · c_level
active
secondary
– none
decision_maker
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: enterprise data strategy and your recent appointment as CDO at GuideWell
Hooks: your new role as CDO and your focus on data as a strategic, interoperable asset across the GuideWell ecosystem, bridging the gap between technical infrastructure and business value for clinical and operational use cases, your background in advanced analytics at Florida Blue and leadership of a 300+ person organization
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Florida Blue's scale
Hi Kimberly,<br><br>Jamie here from MHC Automation.<br><br>Congratulations on the CDO appointment at GuideWell. Given your focus on enterprise data strategy, I wanted to ask about something that comes up a lot at health plans your size. With millions of Medicare Advantage members, does every change to a member-facing document still require going through a developer to touch the template?<br><br>At Florida Blue's scale, that dependency adds up fast. A CMS disclosure update, a new oncology support notice for your MA population, an ANOC going out at open enrollment. If the template lives in a system only IT can modify, your compliance and ops teams are waiting in a queue every time something changes.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on member communications without adding developer load. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Kimberly,<br><br>Following up on what I sent about the template change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly instead of routing every update through IT.<br><br>For a plan the size of Florida Blue, that matters most when something time-sensitive hits. A CMS requirement change affecting your oncology support notices for MA members, or an ANOC cycle where every document has to go out accurate and on time to millions of members. On most legacy systems, that's a developer project. On MHC NorthStar CCM, the people who know what the document should say are the ones who update it, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kimberly
Hi Kimberly,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Appreciate you connecting, Kimberly.
I sent a few emails about the IT ticket bottleneck on template changes, so you've got the context. At MHC we help health plans move that ownership to the business side so document updates stop sitting in developer queues. Natera got template turnaround from two and a half weeks down to two days after making that shift, which is the kind of thing that compounds fast across a communications operation the size of Florida Blue's.
Happy to reconnect here if the timing ever works.
Jamie
Tye Murphy
IT Manager
engineering · manager
active
secondary
⏳ pending
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: document modernizer
Hooks: led the build of an LLM-based AI platform to unlock insights from 400M+ documents, retired vulnerable legacy systems to implement modern, CMS/HIPAA compliant platforms, background in claims IT strategy and member contact center operations at Florida Blue
posture: peer CTA: soft type: problem_first
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Subject: Florida Blue doc templates
Hi Tye,<br><br>Jamie here from MHC Automation.<br><br>Given your role on the engineering side at Florida Blue, I wanted to ask about something we run into a lot at payers your size. Does every member-facing document change still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At organizations with millions of members, that dependency adds up fast. Enrollment notices, EOBs, prior authorization letters, regulatory disclosures — when a CMS requirement changes or a new plan variation rolls out, the business team knows exactly what needs to say what, but they're still waiting on IT to make it happen. That wait is the friction.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the IT dependency on document changes at Florida Blue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Tye,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. Their compliance and ops teams handle template changes directly now. IT stops being the bottleneck for every update.<br><br>With Florida Blue expanding oncology support for Medicare Advantage members, that kind of turnaround matters. New benefit communications, updated prior auth notices, member-specific plan documents — those have to go out accurately and fast. On most legacy document systems built around PHP and custom JavaScript, that's still a developer project every time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Tye
Hi Tye,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Tye, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you've got some context on what I do. At MHC we help health plans move template ownership off the IT queue and to the business side.
One thing that keeps coming up with companies like Optum is how fast turnaround shifts once that handoff happens. They moved 200+ templates and cut change cycles from weeks to days.
If any of this lands, feel free to reach out whenever.
Jamie
Gregory Szkotnicki
Senior Vice President, Enterprise Operations
engineering · c_level
active
secondary
– none
decision_maker
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: GuideWell's 2025 Impact Report and operations modernization.
Hooks: GuideWell's 2025 Impact Report focus on digital-first connected care, Accountability for embedding automation and AI into core enrollment and billing operations, Overseeing digital transformation across enrollment, billing, and claims at mega-scale
posture: peer CTA: medium type: problem_first
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Subject: Document changes at Florida Blue
Hi Gregory,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing enterprise operations at Florida Blue, I wanted to ask about something that comes up a lot at health plans your size. Does every member-facing document change still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At a plan with millions of Medicare Advantage members, that dependency adds up fast. A new oncology support notice, an enrollment confirmation update, a benefit determination letter that needs revised language before the next cycle. If the only path to making those changes runs through a developer queue, the turnaround reflects that.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your operations team get document changes out faster without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity for template changes in core billing and enrollment.
Hi Gregory,<br><br>Following up on what I sent about the IT dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. What used to take weeks to update across plan types started moving in days.<br><br>The way it worked: their compliance and ops teams could make template changes directly, with approval workflows built in. IT stopped being the bottleneck. For a plan expanding oncology support communications for Medicare Advantage members, that kind of turnaround matters when benefit notices and prior authorization letters have to go out accurately and on time, at scale.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to remove the 'IT ticket' bottleneck for every document change.
Subject: One last thing, Gregory
Hi Gregory,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction on the operations side, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, reducing cycle times from weeks to days. · Asset: GUC3E41.PDF
Good to be connected, Gregory.
Sent you a few emails recently about the IT dependency piece on billing and enrollment templates. At MHC we help health plans move that work off the developer queue so the business owns it directly.
Optum used the same approach across 200+ templates for BCBS and Humana and pulled cycle times from weeks down to days.
Happy to reconnect here if the timing ever works.
Jamie
Jeff Goddard
EVP & President, Health Services
engineering · c_level
active
secondary
– none
decision_maker
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: strategic health services integration
Hooks: Your recent transition to President of Health Services to lead the growth and integration of GuideWell's health services platform., Your focus on 'technology innovation' as a core pillar for enabling integrated, whole-person care across 100+ clinics and payer services., Responsibility for payer services and analytics that improve affordability and health outcomes for 38M+ members.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Florida Blue
Hi Jeff,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Health Services at Florida Blue, I wanted to ask about something we see come up a lot at large payers expanding clinical programs. As you scale oncology support for your Medicare Advantage members, is the document layer keeping pace? Things like prior authorization notices, member communications, and benefit determination letters.<br><br>At your volume, those documents touch millions of members. When the templates live in a system that requires a developer to update them, a clinical program expansion becomes a document production project whether you want it to or not.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something useful here for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Platform integration is often the missing piece of the modernization roadmap, especially when clinical strategy and payer technology are siloed.
Hi Jeff,<br><br>One more thought on the member communications piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly without routing through IT.<br><br>Natera cut document turnaround from 2.5 weeks to 2 days using the same approach.<br><br>As you build out oncology support services for your MA members, the documents that follow those clinical touchpoints, prior auth notices, care coordination letters, benefit determinations, those have to move fast and stay compliant. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to standard SmartCOMM upgrades, consider how a centralized CCM can eliminate IT dependency bottlenecks and allow business users to manage templates for EOBs and provider comms directly.
Subject: One last thing, Jeff
Hi Jeff,<br><br>Sent you a couple of notes about member communications at Florida Blue. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document production processes become a friction point as you expand Health Services, feel free to reach out.
Proof: Optum manage over 200 templates for major payers like BCBS and Humana, while Natera reduced document turnaround from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Jeff, glad you connected.
Sent you a couple of emails about the document infrastructure gap that can sit underneath modernisation work, particularly when payer technology and clinical ops aren't moving in sync. At MHC we help health plans get template ownership off IT queues and onto the business side.
Optum manages over 200 templates for major payers including BCBS and Humana through the platform, and Natera cut document turnaround from 2.5 weeks to 2 days.
If any of this lands, feel free to reach out whenever.
Jamie
Alisha Pieraccini
Senior Vice President, Medicare
operations · vp
active
secondary
🔗 connected
champion
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: Medicare operational leadership & member experience
Hooks: Overseeing Medicare operations for 300k+ members and $2.6B in revenue, Background in regulatory compliance and appeals/grievances which directly involve critical member notices, Focus on driving innovation and delivering impactful member experiences at Florida Blue
posture: peer CTA: soft type: problem_first
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Subject: Florida Blue Medicare docs
Hi Alisha,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Medicare at Florida Blue, I wanted to ask about something that comes up a lot at health plans your size. When CMS updates a disclosure requirement or you're rolling out new oncology support communications for Medicare Advantage members, does every template change still have to go through IT before it goes out?<br><br>At plans with millions of members, that dependency adds up fast. An ANOC update, a denial letter revision, a prior authorization notice for a new oncology benefit - each one becomes a developer ticket before it becomes a compliant document. That lag creates real risk at open enrollment and whenever CMS shifts requirements mid-year.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit here. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Alisha,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence - all running through one compliant workflow. Their compliance and ops teams handle template changes directly. The ticket never gets written.<br><br>That matters especially for a plan like Florida Blue, where your Medicare Advantage members are now getting expanded oncology support. New benefit, new required communications, new CMS disclosure language. On most legacy document systems, that's a developer project before it's a member-facing notice.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Alisha
Hi Alisha,<br><br>Sent you a couple of notes about document infrastructure at Florida Blue. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document production processes become too much of a friction for your Medicare team, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana, reducing document production times and ensuring compliance · Asset: GUC3E41.PDF
Alisha, good to have you in the network.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what MHC does. Short version: we help health plans move template ownership to the business side so document changes stop sitting in a developer queue.
Optum used that same approach across 200+ templates for BCBS and Humana, cutting production times and keeping compliance in check.
Happy to reconnect here if the timing ever works.
Jamie
Anne Hoverson
Vice President, Digital Transformation
operations · vp
active
secondary
⏳ pending
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: AI-driven member experience optimization
Hooks: Your recent work on using AI to simplify the member journey and improve care access, Focus on eliminating administrative friction in claim status and benefit inquiries, The goal of creating a 'personalized and simpler experience' throughout the health journey mentioned in your Business Journal feature
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your DT roadmap
Hi Anne,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading digital transformation at Florida Blue, I wanted to ask about something that comes up a lot at health plans your size. With millions of Medicare Advantage members and an expanding oncology support program, is the document production layer keeping pace with the rest of your modernization efforts?<br><br>What we typically see at large payers is that the member-facing communications side gets left behind. Enrollment confirmations, prior authorization notices, denial letters, member welcome kits. They're still being produced by systems that require a developer every time something needs to change. That creates a bottleneck that's hard to explain when you're pitching AI-driven member experience improvements to leadership.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help move that piece of your roadmap forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Anne,<br><br>Following up on what I sent about the document layer piece of your modernization roadmap.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams make template changes directly now, without waiting on a developer.<br><br>That matters a lot when something like a CMS disclosure update or a state notice requirement has to propagate across millions of member communications fast. With Florida Blue's Medicare Advantage scale and the oncology support expansion, that kind of agility isn't just a nice-to-have.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Anne
Hi Anne,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become a friction point in your DT roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Anne, good to have you in the network.
Sent you a few notes recently about the document infrastructure gap that can stall modernisation roadmaps, specifically where CCM sits as a missing piece. At MHC we help health plans move template ownership off IT and onto the business side.
One thing that tends to resonate: Natera got template turnaround from two and a half weeks down to two days after making that shift, which tends to unblock a lot of downstream work.
Worth a quick conversation to see if any of this is relevant?
Jamie
Kim Bobitski
Chief Data Officer
operations · c_level
active
secondary
– none
✉ kbobitski@floridablue.com
● valid
influencer
seq 8
step 1/3
📋 GUC3E41.PDF
Angle: strategic data leadership transition
Hooks: your recent move to Chief Data Officer at GuideWell following the Interim CIO stint, treating data as a strategic asset that is trusted and interoperable, GuideWell's 2025 Impact Report focus on connected care and digital execution
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your data roadmap
Hi Kim,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CDO at Florida Blue, I wanted to ask about something that comes up a lot for health plans your size. With your oncology expansion for Medicare Advantage members, is the document layer keeping pace with the rest of your data and modernization efforts?<br><br>What I see pretty often at large payers is that member communications, EOBs, ANOCs, prior authorization notices, are each pulling from different systems with different data models. When you're trying to build a single source of truth for member data, those siloed document outputs create real friction. A regulatory change or a new plan communication has to get touched in multiple places by someone who knows the underlying system.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help simplify the architecture around member communications at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy CCM or rigid platform (SmartCOMM) creates data silos and blocks the digital execution roadmap.
Hi Kim,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of consolidation matters when you're trying to get clean, consistent data flowing out of member communications rather than chasing down which system owns which template.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance team makes the change directly, within the guardrails IT sets. When a CMS disclosure requirement updates or a new oncology notice has to go out to millions of Medicare Advantage members, the change happens the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor -> architecture simplification: how inconsistent document data models across EOBs and SBCs prevent a single source of truth for member communication.
Subject: One last thing, Florida Blue
Hi Kim,<br><br>Sent you a couple of notes about the document infrastructure piece at Florida Blue. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Hey Kim, glad we're connected.
I sent a couple of emails about the document infrastructure gap that tends to show up in modernisation work, specifically where a rigid CCM platform ends up creating data silos and slowing down execution. That was the gist of it.
At MHC we help health plans move template ownership off IT and back to the business side. Natera got template turnaround from two and a half weeks down to two days after making that shift.
Not sure how live any of this is for Florida Blue right now. Happy to reconnect here if the timing ever works.
Jamie
CareSource
caresource.com
· healthcare_medtech_pharma
· Dayton, US
A multi-state nonprofit managed care organization administering Medicaid and Medicare health insurance plans for over 2 million members.
Health Care with Heart. It is more than a tagline; it’s how we do business. CareSource has been providing life-changing health care to people and communities for 30+ years and we continue to be a transformative force in the industry by placing people over profits.
CareSource is and will always be …
LinkedIn headcount: 6,577
LinkedIn profiles for CareSource personnel indicate significant usage of SmartCOMM and OpenText Exstream. Vishnu Motukuru (Systems Integration Advisor) explicitly lists CCM, OpenText Exstream, and SmartCOMM as core competencies within the CareSource environment. Job data also links CareSource to Ope
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
5000_plus employees · 1b_plus
Technology & Competitors
Epic Tapestry
HG Insights
Salesforce
HG Insights
Strategic Initiatives
- Expanding long-term care services for older adults and individuals with disabilities in Wisconsin through affiliation.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Managed Care (Medicaid/Medicare/Marketplace)
Awareness: stage_2
Scale: large — members 2,100,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- leadership_change: Jason Bearden promoted to Regional Market President; David Donohue named Georgia Market President.
- leadership_change: Dwayne Flowers appointed as Vice President of Market Operations for Georgia.
- leadership_change: David Thomas named President of Ohio Market (formerly Centene exec).
CCM People Intelligence (from LinkedIn profiles)
3
Total CCM staff
3
Current
True
Contacts (9)
active: 2 completed: 6 queued: 1
2 active · 1 🔗
Nick Dewey
Vice President of Clinical Operations & Value Creation
operations · vp
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic transition from Optum/UHC to CareSource operations
Hooks: Your transition from Optum to CareSource Vice President of Clinical Operations, Experience scaling population health solutions and clinical business enablement, Focus on integrating clinical strategies with operational capabilities
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: business-user self-service
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). Asset: GUC3E41.PDF. · Asset: GUC3E41.PDF
—
Chelsea Shook
IT Market Innovation & Market Liaison
operations · director
queued
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Innovation/Market Liaison role + Leadership Changes
Hooks: Bridge between IT innovation and market operations, David Thomas's move from Centene to Ohio President, Dwayne Flowers's appointment as VP Market Ops in Georgia, Chelsea's role in scaling market-specific digital roadmaps
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes slowing CareSource markets?
Hi Chelsea,<br><br>Jamie here from MHC Automation.<br><br>Given your role bridging IT innovation and market operations at CareSource, I wanted to ask about something that comes up a lot at health plans your size. When a market like Georgia or Ohio needs a fast change to member-facing documents like EOBs, ANOCs, or denial letters, does that still run through a central IT queue before anything moves?<br><br>With your member base spread across multiple markets, each with its own regulatory requirements, that wait can be a real problem. CMS notice deadlines don't care how backed up the ticket queue is. And when new market leaders come on board and want to move fast, document infrastructure is often the thing that slows them down first. We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help you give your markets more agility without taking IT out of the loop entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to chat and see if we can help you give your markets more agility without taking IT out of the loop entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Chelsea,<br><br>One more thought on the market agility piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly now. The wait disappears.<br><br>That matters a lot when you have markets like Georgia and Ohio standing up new operations and needing EOBs, SBCs, welcome kits, and CMS notices updated on short timelines. The people who know what those documents need to say are the ones making the change, with controls in place. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing oversight.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Chelsea
Hi Chelsea,<br><br>Sent you a couple of notes about document infrastructure at CareSource. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current CCM or document composition processes become too much of a friction across your markets, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Chelsea, appreciate you connecting.
I sent a few emails recently about the document layer blocking the modernisation roadmap, so figured I'd reach out here too. At MHC we help health plans get template ownership off IT queues and into the business side. Natera moved template turnaround from two and a half weeks down to two days after making that shift, which tends to get attention when roadmap velocity is on the table.
If any of this lands, feel free to reach out whenever.
Jamie
Trica Sloan
Director - Brand, Design, & Web
operations · director
active
secondary
⏳ pending
champion
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: brand-operational-friction
Hooks: Leading Brand, Design, and Web at CareSource, Focus on implementing process and procedure improvements, Ensuring corporate branding guidelines across internet and intranet content
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Brand standards vs. what actually goes out
Hi Trica,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading brand and design at CareSource, I wanted to ask about something that comes up a lot with managed care organizations at your scale. Does your team set the brand standards for member-facing documents, but then have to wait on IT or a developer to actually get those changes into the templates?<br><br>At organizations with millions of members, that gap tends to show up in the messiest places. A logo gets updated, a color changes, a disclosure block needs new language, and the ticket sits in a queue for weeks. By the time it clears, notices and letters have already gone out with the old version. For a brand team, that's a frustrating kind of invisible problem.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get control of what actually goes out the door. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: When the Brand team defines the standard but legacy IT bottlenecks for template updates (EOBs, SBCs) cause 'brand drift' and months of delay.
Hi Trica,<br><br>One more thought on the brand and template gap I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. When a CMS disclosure requirement or brand standard changed, the update happened once and propagated across the right templates without a developer in the loop.<br><br>With CareSource expanding into Wisconsin long-term care, you're likely looking at new state-specific template variants on top of what you already manage. Medicaid Notice of Action letters, Adverse Benefit Determination notices, member handbooks, each with their own state-required language and formatting rules. That's a lot of surface area for brand drift when every change needs a developer to touch it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting for developer cycles to fix a logo or layout in a claims letter, move to a business-user self-service model that protects the brand without the IT ticket.
Subject: One last thing on document templates
Hi Trica,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction for the brand team, feel free to reach out.
Proof: Optum (200+ templates) and Natera (reduced cycle time from 2.5 weeks to 2 days). · Asset: GUC3E41.PDF
Trica, appreciate the connection.
Sent you a few notes recently about the template bottleneck piece, specifically where brand defines the standard but the update cycle on things like EOBs and SBCs stretches out for months waiting on IT. That gap tends to show up as brand drift before anyone names it.
At MHC we help health plans move template ownership to the business side. Natera took their change cycle from two and a half weeks to two days doing exactly that.
If any of this lands, feel free to reach out whenever.
Jamie
Lee Hilty
Director - Grievance & Appeals
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Grievance and Appeals operational compliance and document accuracy
Hooks: Current oversight of Grievance & Appeals at CareSource, JD background suggests a high focus on regulatory precision and compliance risk, Role involves high-stakes correspondence like denial and prior auth letters
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency for template changes in G&A leads to compliance bottlenecks and delays in time-sensitive appeals letters.
—
Reframe: Business-user self-service: Empowering G&A teams to update regulatory language without waiting on a shrinking pool of developers.
Subject: —
—
Proof: Natera reduced template turnaround from 2.5 weeks to 2 days; Allied Benefits eliminated $4/doc in legacy costs. · Asset: GUC3E41.PDF
—
Ryan Larson
Vice President, Operations and Member Experience
operations · vp
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Focus on the intersection of member experience and operational efficiency during CareSource's recent regional leadership expansion.
Hooks: Your role bridging Operations and Member Experience in Dayton, Recent leadership additions like Dwayne Flowers in Georgia signaling market growth, Managing high-volume member touchpoints like EOBs and ANOCs without operational bottlenecks
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Legacy CCM processes create a 'member experience tax' where IT dependency for template updates delays critical communications.
—
Reframe: Shifting from IT-led document production to business-user self-service to ensure compliance (CMS notices) doesn't trade off against agility.
Subject: —
—
Proof: Natera reduced cycle times from 2.5 weeks to 2 days; Optum manages 200+ complex templates across BCBS/Humana plans. · Asset: GUC3E41.PDF
—
Christian Pacheco
Director Customer Care - Medicare Support
operations · director
active
secondary
🔗 connected
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: managed care operational background
Hooks: your recent move to CareSource to lead Medicare Support Customer Care, transitioning from Sunshine Health where you led Quality Improvement, experience managing Member Engagement and Services at Molina Healthcare
posture: peer CTA: medium type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Medicare doc ops at CareSource
Hi Christian,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing Medicare support at CareSource, I wanted to ask about something we see come up a lot at managed care organizations your size. When a CMS disclosure requirement changes or a new notice format comes down, does your team have to go through IT to update the member-facing documents, or has that process been handed off to the business side?<br><br>At organizations running millions of member communications, that dependency adds up fast. EOBs, ANOCs, denial letters, prior auth notices — when every template change sits in a developer queue, your compliance and ops teams are waiting instead of executing. With CareSource expanding its long-term care footprint in Wisconsin, I'd imagine the volume of state-specific notice variants is only growing.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get ahead of document changes without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: general_legacy_pain
Hi Christian,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. The compliance team handles changes directly now. The wait disappears.<br><br>For a Medicaid and Medicare plan at CareSource's scale, that matters a lot. State-specific NOAs, adverse benefit determination letters, redetermination notices — these aren't just operational documents, they have hard regulatory deadlines. When a state agency updates required language, someone has to find the right template in a system only a developer can touch. That's a real risk at volume.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Christian
Hi Christian,<br><br>Sent you a couple of notes about member communications ops at CareSource. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Christian, appreciated you connecting.
I sent a few emails recently about the legacy document platform piece, so I won't rehash all of that. At MHC we help health plans get template ownership off IT queues and into the hands of business teams. Optum used that approach to manage 200+ templates across BCBS and Humana, and Natera brought document cycle times down from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Chris Robison
Senior Director AI Technology Enablement
engineering · director
completed
secondary
– none
● unknown
in Chris Robison
decision_maker
seq 7
step 0/3
📋 CUSTOM1.PDF
Angle: AI-enablement for member communications
Hooks: your focus on AI Technology Enablement at CareSource, background in AWS/Cloud architecture for health systems, potential for AI to optimize document-heavy workflows like EOBs and SBCs
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and AI enablement at CareSource
Hi Chris,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading AI technology enablement at CareSource, I wanted to ask about something we see come up a lot at Medicaid MCOs at your scale. When your team starts building AI-assisted member communications, does the document production layer become the bottleneck that slows everything down?<br><br>With millions of members across Medicaid, Medicare, and Marketplace, the volume of notices and correspondence is significant. Notice of Actions, Adverse Benefit Determinations, state fair hearing letters, enrollment confirmations. If the templates behind those documents still require a developer to change, every AI initiative that touches member-facing output eventually hits that wall.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free up your team to focus on the AI layer rather than maintaining the document layer underneath it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity for legacy document systems
Hi Chris,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without filing an IT ticket first.<br><br>That matters a lot when you're operating across multiple states. A change to a state's Adverse Benefit Determination language has to hit the right template fast, and at CareSource's volume that turnaround has real consequences for members. On MHC NorthStar CCM, the people who own the content are the ones who update it, with approval workflows built in so IT isn't out of the loop.<br><br>If this resonates with what your team is running into as you build out AI enablement for member comms, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the IT bottleneck for every template change
Subject: One last thing, CareSource doc layer
Hi Chris,<br><br>Sent you a couple of notes about the document layer at CareSource. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this:<br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become a friction point as you scale the AI enablement work, feel free to reach out.
Proof: Optum managed 200+ templates and Allied Benefits eliminated $4/doc costs · Asset: CUSTOM1.PDF
Appreciate you connecting, Chris. I sent a few emails over the past weeks so you may have some context already on what we do at MHC, helping health plans move template ownership off IT queues to the business side.
Given what I mentioned about the IT dependency and developer scarcity side of managing legacy document systems, the Optum team managing 200+ templates without routing through a developer queue felt like a relevant proof point for where you sit.
Happy to reconnect here if the timing ever works.
Jamie
Michael Hanley
VP, IT Strategy & Architecture
engineering · vp
completed
secondary
– none
● unknown
in Michael Hanley
decision_maker
seq 6
step 0/3
📋 CUSTOM1.PDF
Angle: Unifying IT for business impact and enterprise architecture strategy.
Hooks: Current focus on 'Unifying IT for Business Impact' and AI-driven Digital Transformation at CareSource., Background in Enterprise Architecture and legacy-to-cloud migration innovation., Implicit oversight of document strategy as part of the broader Healthcare IT Strategy & Architecture roadmap.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and IT bandwidth, Michael
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT strategy and architecture at CareSource, I wanted to ask about something that comes up a lot at Medicaid and Medicare plans your size. Does updating member-facing documents like NOAs, ABD letters, prior authorization notices, and redetermination letters still require a developer to touch the template every time?<br><br>At organizations managing millions of members across multiple states, that dependency adds up fast. A state agency changes required language on an adverse action notice, and suddenly it's an IT ticket, a sprint queue, and a two-week wait before the change goes out. With CareSource expanding into Wisconsin long-term services, the template complexity only grows from here.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the IT lift on document template changes as your footprint grows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT architecture lock-in and developer scarcity for legacy document template changes.
Hi Michael,<br><br>Following up on what I sent about the IT bottleneck on member document changes.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template updates directly now. IT stops being the path every change has to travel through.<br><br>For a plan like CareSource operating across multiple states, that matters especially when a state Medicaid agency updates required language on a Notice of Action or an ABD letter. That change has to go out fast, accurate, and in the right format for each state variant. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing document operations to remove IT as a bottleneck for EOB and SBC updates.
Subject: One last thing, Michael
Hi Michael,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as CareSource grows its long-term care footprint, feel free to reach out.
Proof: Optum managed over 200 templates for major payers like BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: CUSTOM1.PDF
Hey Michael, glad we're connected.
I sent you a few emails about the IT architecture lock-in piece on legacy document templates and figured I'd reach out here too since you accepted.
At MHC we help health plans move template ownership to the business side so changes stop landing on developer queues. Optum used that model to manage 200-plus templates across BCBS and Humana, and Natera cut cycle times from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Devon Valencia
Chief Information Officer
engineering · c_level
completed
secondary
– none
● unknown
in Devon Valencia
decision_maker
seq 6
step 0/3
📋 GUC3E41.PDF
Angle: strategic AI integration and care coordination focus
Hooks: recognizing CareSource's 2026 Workforce Project of the Year award from JobsOhio, partnership with Microsoft to advance AI capabilities for employee efficiency, leadership in scaling technology to support over 2 million multi-state members
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure + CareSource
Hi Devon,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at CareSource, I wanted to ask about something that comes up a lot with Medicaid and Medicare plans at your scale. When a state agency updates required language on a Notice of Action or Adverse Benefit Determination letter, how quickly can your team get that change into production across all your state plans?<br><br>At organizations serving millions of members across multiple states, that kind of update usually touches dozens of template variants. On most legacy document platforms, it ends up as a developer ticket. The business side knows exactly what the document needs to say, but they're waiting on someone with system access to make it happen.<br><br>With an expansion into Wisconsin long-term care, I'd imagine the volume of state-specific document variants is only growing.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out of the IT queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy technology blocking the digital roadmap and burdening technical teams
Hi Devon,<br><br>Following up on what I sent about the document change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team makes changes directly without routing through a developer.<br><br>For a plan operating across multiple states, that matters a lot. When a state Medicaid agency updates the required language on an Adverse Benefit Determination or a Notice of Action, the team that knows what the document needs to say is the one that updates it. The change goes out the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: eliminating the IT dependency bottleneck to enable business-user self-service
Subject: One last thing, Devon
Hi Devon,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Devon, appreciate you connecting.
Sent you a few notes recently about the document layer blocking the modernisation roadmap at CareSource. At MHC we help health plans move template ownership off IT queues so your technical teams aren't bottlenecked on communication changes.
One thing that tends to resonate with CIOs in this space: Natera got template turnaround from two and a half weeks down to two days after moving off their legacy setup. That kind of lift usually frees up engineering capacity for the work that actually moves the roadmap forward.
Happy to reconnect here if the timing ever works.
Jamie
HealthPartners
healthpartners.com
· healthcare_medtech_pharma
· Bloomington, US
Integrated nonprofit health system providing medical and dental insurance alongside multi-specialty clinical care.
“We are 28,000 people who believe in the power of good.”
HealthPartners, an integrated health care organization providing health care services and health plan financing and administration, was founded in 1957 as a cooperative. It's the largest consumer governed nonprofit health care organization in the nation – serving more than 1.8 million medical and de…
LinkedIn headcount: 7,021
LinkedIn profile for a Development Team Lead at Macrosoft (Jan-Mar 2024) specifically mentions leading a team of 5 in developing letter templates for client HealthPartners using Quadient Inspire Designer 16 and Inspire Interactive. Profile also mentions migrating Documaker forms to Inspire Designer
LLM classification: Healthcare Payer HIGH
Tier 2 score 66
Jamie
⭐ Quadient Inspire
5000_plus employees · 1b_plus
Technology & Competitors
Epic EMR
HG Insights
Oracle Cloud HCM
HG Insights
Virtuwell
HG Insights
Strategic Initiatives
- Advance health equity through inclusive service design and community-based health disparity programs., Target 50% reduction in Scope 1 and Scope 2 greenhouse gas emissions by 2030 from a 2018 baseline.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health Insurance & Integrated Care
Awareness: stage_2
Scale: large — medical and dental health plan members 1.8 million
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Leadership Change: Appointed Blake Berquist as Executive Vice President and Chief Financial Officer
- joining from UnitedHealthcare.
- Leadership Change: Hired Maggie Helms as Senior Vice President
- Chief Data
- AI and Digital Officer to oversee digital transformation.
- +1 more
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (8)
active: 2 completed: 6
2 active · 0 🔗
Tim Thull
SVP and Chief Technology Officer
engineering · c_level
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic platform alignment for integrated payer-provider systems
Hooks: successful transition to CTO at HealthPartners since late 2024, ongoing Oracle Cloud ERP integration into HealthPartners healthcare ecosystem, long-standing leadership within the Twin Cities IT community and SIM Minnesota
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for template changes in Quadient Inspire
—
Reframe: business-user self-service to reduce technical debt and developer scarcity
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana, reducing reliance on expensive developer resources · Asset: GUC3E41.PDF
—
Mary Cmiel
Customer Service Systems Director
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Quadient template bottleneck vs. business agility
Hooks: Ongoing oversight of Customer Service Systems for HealthPartners' healthcare payer operations., Management of member-facing documents like EOBs, ANOCs, and CMS-regulated notices., Integration context following HealthPartners' transition to Oracle Cloud ERP.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Quadient/Inspire Flex complexity often forces Customer Service teams into a long IT queue for every EOB or regulatory change, even when business-user 'self-service' was promised.
—
Reframe: Instead of defaulting to a complex Quadient cloud migration (Evolve), consider a platform that actually removes IT from the document design loop for healthcare-specific EOC and ANOC updates.
Subject: —
—
Proof: Natera reduced their communication cycle from 2.5 weeks to just 2 days, while Allied Benefits eliminated $4 per document in legacy operational costs. · Asset: GUC3E41.PDF
—
Michael Rylance
Senior Director of Engineering
engineering · director
active
secondary
⏳ pending
decision_maker
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: Alignment with HealthPartners' recent Digital and Data leadership shifts and Oracle Cloud ERP integration roadmap.
Hooks: Ongoing Oracle Cloud ERP integration (per April 2023 signals), Maggie Helms joining as Chief Data, AI and Digital Officer, Scaling engineering for large-scale healthcare member communications
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at HealthPartners
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading engineering at HealthPartners, I wanted to ask about something that comes up a lot at integrated health organizations your size. Does document template management still run through your team for every change, whether it's a member notice, a regulatory disclosure, or something compliance flagged last week?<br><br>At organizations with your scale, the pattern we usually see is that the document layer becomes a hidden tax on engineering bandwidth. A compliance update needs to go out to millions of members. Someone has to find the right template, route an IT ticket, wait for a developer who knows the system, and then test before anything goes live. The urgency is real but the process wasn't built for it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your team from being the bottleneck on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Quadient Inspire template changes often create IT ticket backlogs that stall digital transformation velocity.
Hi Michael,<br><br>One more thought on the engineering bandwidth piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template updates directly now, without routing every change through engineering.<br><br>That matters especially when a CMS disclosure requirement changes and notices need to reach millions of members fast. The ticket never gets written because the people who need to make the change can make it themselves, with approval workflows built in.<br><br>I also noticed HealthPartners is in the middle of an Oracle Cloud integration roadmap. Document infrastructure tends to surface as a friction point during those transitions, when data sources multiply and template logic has to keep up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for EOBs and SBCs can decouple document logic from the core IT roadmap.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at HealthPartners. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth) managed 200+ complex healthcare templates and accelerated delivery timelines. · Asset: GUC3E41.PDF
Hey Michael, glad to have you in the network.
Sent you a few emails about the IT ticket backlog that builds up around Inspire template changes. At MHC, we help health plans move that template ownership to the business side so engineering queues stop absorbing what is essentially content work. Optum moved 200+ complex healthcare templates through the platform and got delivery timelines moving again.
Given your architecture role at HealthPartners, figured this channel might be an easier place to pick up the thread.
Happy to reconnect here if the timing ever works.
Jamie
Maggie Helms
Senior Vice President, Chief Data, AI and Digital Officer
engineering · c_level
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic harmonization of digital and data practices following 2026 promotion
Hooks: Promotion to SVP, Chief Data, AI and Digital Officer in early 2026, Leading unified strategy for data and software engineering teams, Human-friendly approach to automation focusing on efficiency, not replacement
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
—
Amy Schmidt
Senior Director, Marketing Operations & Digital Product
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: document operations and transformation
Hooks: Experience leading content publishing and marketing automation teams at HealthPartners., Recent leadership changes including new EVP/CFO Blake Berquist and SVP Maggie Helms (Chief Data/AI/Digital Officer)., Operational focus on digital asset management and RFP processes for new tools like Workfront and Eloqua.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
—
Dennis Zuzek
Senior Vice President and Chief Technology Officer
operations · c_level
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic technical debt management and the recent integration of Oracle Cloud ERP
Hooks: Finalist for the 2024 Minnesota ORBIE Award for leadership of 1,000+ IT professionals, Overseeing the recent Oracle Cloud ERP implementation/integration, Managing high-volume member communications like EOBs and ANOCs via Quadient Inspire
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for template changes in Quadient Inspire, slowing digital transformation roadmaps
—
Reframe: Business-user self-service to decouple IT from document composition, reducing the burden on developer scarcity
Subject: —
—
Proof: Optum managed 200+ complex templates (BCBS/Humana) while improving agility, similar to the scale required for HealthPartners' 1,000-strong IT team · Asset: GUC3E41.PDF
—
Shannon Beaudin Klein
Senior Vice President, Marketing and Communications
operations · c_level
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic alignment of brand consistency across high-volume member touchpoints like EOBs and Welcome Kits following the recent AI/Digital leadership expansion.
Hooks: Your dual lens as CMO and CCO during HealthPartners' recent push toward AI and Digital transformation under Maggie Helms., Managing the delicate balance between member experience (SBC/ANOC clarity) and the technical constraints of legacy document systems., Recent enterprise-wide shift toward Oracle Cloud ERP and the potential for streamlining downstream communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Quadient/OpenText: All=IT dependency bottleneck for every template change. E2=business-user self-service.
—
Reframe: legacy blocking roadmap: bridge the gap between your brand vision and the technical friction of current Quadient Inspire workflows.
Subject: —
—
Proof: Optum managed 200+ complex healthcare templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Susan Knudson
Executive Vice President, Chief Health Engagement and Informatics Officer
operations · c_level
active
secondary
⏳ pending
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: strategic oversight of IT and member activation
Hooks: responsibility for HealthPartners IT and business intelligence support capabilities, focus on activating and guiding members toward better health outcomes, oversight of health plan quality and associated programs
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at HealthPartners
Hi Susan,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT and member engagement at HealthPartners, I wanted to ask about something that comes up a lot at integrated health organizations your size. When a member-facing document needs to change, does that still require an IT ticket and a developer before anything goes out?<br><br>At organizations with millions of members, that dependency adds up fast. Regulatory notices, enrollment documents, EOBs, prior auth letters — when the template lives in a system only a developer can touch, the compliance or ops team is always waiting on someone else to make a change they already know how to make.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Susan,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow now. Their compliance team makes changes directly, without routing through a developer.<br><br>For a team at your scale, that matters. With millions of members across HealthPartners plans, a single update to a regulatory notice or prior auth letter touches an enormous volume of documents. When that change has to go through IT first, the wait is the problem — not the change itself.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Susan
Hi Susan,<br><br>Sent you a couple of notes about document workflows at HealthPartners. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Susan, glad you connected.
I sent a few emails about the document infrastructure gap in digital transformation work, so you may have seen those already. At MHC we help health plans get template ownership off IT queues and into the hands of the business teams managing them.
One thing that tends to resonate: Natera cut their template turnaround from two and a half weeks down to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
GEICO
geico.com
· insurance
· Chevy Chase, US
Provider of direct-to-consumer auto and property insurance coverage and services.
Evidence supports a long-term strategic migration from OpenText Exstream to SmartCOMM (Smart Communications) to modernize and centralize customer communications on a cloud-based platform.
Tier 2 score 66
Chris
⭐ OpenText Exstream, SmartCOMM
5000_plus employees · 1b_plus
Technology & Competitors
Flutter
HG Insights
Tractable AI
HG Insights
CCC Smart Red Flag Detection
HG Insights
Strategic Initiatives
- Expanding into commercial auto fleet insurance via AI-powered safety partnerships., Modernizing claims processing through proprietary computer vision for vehicle damage assessment., Accelerating data analytics and telematics capabilities to reach parity with market leaders by late 2025.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE P&C
Awareness: stage_2
Scale: mega — Policies in force (estimated) 18,000,000+
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C) on NorthStar CCM
Live Signals (leadership, M&A, events)
- layoff: Terminated approximately 70 employees in performance-related workforce adjustment in Feb 2026.
- leadership_change: Jay Gengelbach appointed to new role (Director-level implied) within GEICO.
- hiring: Hiring for a Managing Editor role to oversee high-volume communication content.
Contacts (10)
completed: 3 queued: 7
0 active · 0 🔗
Matthew Moats
Senior Director, Engineering
engineering · director
queued
secondary
– none
decision_maker
seq 62
step 0/3
📋 UNLOCK1.PDF
Angle: enterprise modernization & high-scale architecture
Hooks: Nearly 30-year tenure at GEICO, transitioning from an agent to leading the 4th largest Cosmos DB implementation globally., Spearheading one of the industry's most significant Duck Creek transformations to drive cloud-native modernization., Leadership of the 'Durable Compliance' team, emphasizing high-velocity delivery without sacrificing engineering culture.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer keeping up at GEICO?
Hi Matthew,<br><br>Chris here from MHC Automation.<br><br>Given your role in engineering at GEICO, I wanted to ask about something that comes up a lot at carriers your size. With a policyholder base in the millions, does your team still own the change path for customer-facing document templates, declarations pages, endorsements, renewal notices, and the like?<br><br>At large carriers, that usually means developers are fielding template change requests from compliance, ops, and legal on top of everything else. With the modernization work you're driving, I'd imagine there's a real question about where document infrastructure fits in the architecture roadmap.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering overhead tied to your document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: it_architecture -> technical debt: developer scarcity, integration burden, migration risk, architecture simplification.
Hi Matthew,<br><br>One more thought on the engineering bandwidth piece I mentioned.<br><br>Allstate runs their policyholder communications on MHC. The pattern we see there, and at carriers like Intact and Acuity, is consistent: once the business side can manage template changes directly, the ticket never gets written to engineering in the first place.<br><br>That matters especially when a state regulatory change hits and declarations pages or cancellation notices have to go out accurately, at scale, fast. At GEICO's volume, a developer-dependent change path on documents is a real bottleneck when speed is the whole point.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Matthew
Hi Matthew,<br><br>Sent you a couple of notes about the document infrastructure piece at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Matthew, appreciate you connecting.
Sent you a few emails about the developer scarcity and integration burden side of document infrastructure. Know the inbox gets noisy, so figured LinkedIn was worth a try.
At MHC we help insurers get template ownership off the engineering queue and onto the business side. Allstate, Acuity, and Intact have gone that route with us, along with 25 or so other carriers who were carrying similar architectural weight before the switch.
Happy to reconnect here if the timing ever works.
Chris
Vijay Raghavendra
Chief Technology and Product Officer
engineering · c_level
queued
secondary
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📋 CUSTOM1.PDF
Angle: strategic technical debt and AI-driven efficiency
Hooks: your focus on customer obsession and scaling innovation as CTPO, experience building scalable platforms at Walmart and SymphonyAI, balancing legacy system modernization with your new mandate for AI and product focus
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at GEICO
Hi Vijay,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at GEICO, I wanted to ask about something we see come up a lot at carriers your size. With millions of policyholders across auto, home, and commercial fleet, does updating customer-facing documents like policy notices, declarations pages, renewal letters, or claims correspondence still require an IT ticket and a developer who knows the system?<br><br>At mega-scale, that dependency compounds fast. A regulatory change hits one state, and suddenly your team is triaging a queue of template updates across dozens of document types before the notices can go out. That's developer time that probably has a better home right now, especially with the AI and telematics work your team is driving toward.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Vijay,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly, without routing through IT for every update.<br><br>For a carrier at GEICO's volume, that kind of change adds up quickly. When a state changes a disclosure requirement or a new endorsement needs to go out to your commercial fleet book, the wait disappears because the compliance or ops team makes the change the same day, with controls in place. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Vijay
Hi Vijay,<br><br>Sent you a couple of notes about document infrastructure at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: CUSTOM1.PDF
Vijay, glad you're in the network.
I sent a few emails recently about the IT ticket bottleneck on template changes, so you've seen what MHC does at a high level. At GEICO's scale that kind of dependency tends to compound fast.
Guardian, Allstate, and Intact all run their policyholder communications through MHC, across 60+ insurance organisations, so there's some relevant ground covered there.
Worth a quick conversation to see if any of this is relevant?
Chris
Nathan Moore
Director of Claims - Glass, Towing, & Emergency Road Service
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Angle: oversight of companywide claims initiatives and billing operations
Hooks: Direct oversight for companywide Handling and Strategic Initiatives for Emergency Roadside Service, Glass, and Secondary Towing., Managing countrywide ERS and Glass billing units and contracted provider networks., Current focus on Management Information Systems (MMIS) at Georgia College & State University, signaling a focus on data-driven operations.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at GEICO
Hi Nathan,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing claims operations at GEICO, I wanted to ask about something that comes up constantly at insurers your size. When your team needs to update customer-facing claims documents, like glass claim confirmations, towing reimbursement notices, or emergency road service correspondence, does that still require an IT ticket and a developer to touch the template?<br><br>At companies running millions of policyholder interactions a year, that dependency adds up fast. A regulatory change, a new disclosure requirement, a brand update, and suddenly the claims team is waiting on IT instead of just making the change.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Nathan,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that stuck with me: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting their business team out of the IT ticket queue for every change.<br><br>The pattern we see at insurers is similar. Claims correspondence, reimbursement notices, service confirmation letters, all sitting in a system only a developer can update. When a state changes a disclosure requirement or GEICO rolls out a new claims initiative, that update becomes an IT project instead of a same-day fix.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls in place so compliance and ops teams aren't working around IT, they're just not waiting on them.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One last thing, Nathan
Hi Nathan,<br><br>Sent you a couple of notes about document infrastructure at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Nathan, appreciate you connecting.
Sent you a few emails recently about the IT ticket bottleneck on template changes. Not sure if any of it landed given the Claims side of the house, but figured LinkedIn was worth a shot.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate, Intact, and Acuity have all made that shift, and we work with 25 or so other carriers in similar positions.
If any of this lands, feel free to reach out whenever.
Chris
Rajesh Akerkar
VP, Financial Systems Engineering
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Angle: financial systems modernization
Hooks: your lead on GEICO's multi-year re-platforming journey to reduce friction across partners and channels, deep background at Apple managing high-volume billing and settlement platforms, experience implementing document management and e-signature solutions like IBM FileNet
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
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Reframe: business-user self-service
Subject: —
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Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
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Caitlin Milleville
Senior Director, Claims Service Operations
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Angle: internal promotion and operational scale
Hooks: your recent transition to Senior Director of Claims Service Operations after 12 years across regional liability and management roles at GEICO, optimizing claims correspondence and processing for high-volume service operations in Dallas, managing the balance between claims efficiency and the 'Managing Editor' content quality initiatives
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at GEICO's scale
Hi Caitlin,<br><br>Chris here from MHC Automation.<br><br>Given your role running Claims Service Operations at GEICO, I wanted to ask about something we see come up a lot at carriers your size. When a claims communication needs to change, whether that's a denial letter, a claims status notice, or a coverage explanation, does that change still require going through IT and waiting on a developer to touch the template?<br><br>At mega-carrier scale, that bottleneck gets expensive fast. You've got millions of policyholders, claims volumes that spike with weather events or fleet incidents, and regulatory changes that don't wait for a developer's sprint cycle. If the business side can't update a document without opening a ticket, the wait shows up in your SLAs.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your claims ops team get faster control over those communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Caitlin,<br><br>Following up on what I sent about the template change bottleneck.<br><br>Allstate, Guardian, and 25+ other insurers have used MHC to hand document control back to the business side. The pattern is pretty consistent: compliance or claims ops starts managing template updates directly, and IT stops being the bottleneck for every document change. Changes happen the same day instead of waiting on a sprint.<br><br>At GEICO's volume, that matters most when something moves fast. A regulatory change hits a state, a new fleet coverage notice needs to go out, a claims communication has to reflect a process update. On a legacy system, that's a developer project. With MHC NorthStar CCM, your claims ops team makes the change directly, with approval workflows built in so nothing goes out unreviewed.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Caitlin
Hi Caitlin,<br><br>Sent you a couple of notes about document control at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allstate, Guardian, and 25+ insurers use MHC to decentralize document control. · Asset: UNLOCK1.PDF
Caitlin, good to have you in the network.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where we're coming from. At MHC we help insurers move document template ownership to the business side, off the developer queue. Allstate and Guardian are both running that way now, along with 25 or so other carriers.
Happy to reconnect here if the timing ever works.
Chris
Sultan Ansari
Head of Enterprise Platform
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Angle: enterprise platform modernization and compliance
Hooks: your work leading GEICO's technology asset platform reconciliation for NYDFS compliance, scaling AWS Outposts and your background with high-volume claims/billing at SmithRx, recent 'mega' scale document initiatives at GEICO involving OpenText Exstream and SmartCOMM
posture: peer CTA: soft type: problem_first
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Subject: Document templates, GEICO scale
Hi Sultan,<br><br>Chris here from MHC Automation.<br><br>Given your role running enterprise platforms at GEICO, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits or a product line expands, does every policyholder document change still have to go through a developer to get done?<br><br>At mega-scale, that bottleneck gets expensive fast. A state-mandated disclosure update, a new commercial fleet endorsement, a change to renewal notices across millions of policyholders. If the only path forward is an IT ticket, the queue fills up quick and compliance timelines start to slip.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue for good. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Sultan,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. The pattern across all of them is pretty consistent: once the business side can manage templates directly, the wait disappears. Compliance teams stop writing IT tickets for document changes and start making the changes the same day.<br><br>At GEICO's volume, that matters even more. With millions of policyholders across auto, home, and your expanding commercial fleet lines, a single regulatory update can mean thousands of template variants that all need to move at the same time. On most legacy systems, that's a developer project. On MHC NorthStar CCM, the compliance or ops team handles it directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: business-user self-service
Subject: One last thing, Sultan
Hi Sultan,<br><br>Sent you a couple of notes about the document infrastructure piece at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.<br><br>Chris
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Sultan, appreciate you connecting.
Sent you a few emails recently about the IT ticket bottleneck on template changes. At MHC we help insurers move that ownership to the business side so your platform team isn't the blocker on every document update. Allstate and Acuity have both made that shift, and it tends to free up meaningful capacity on the architecture side.
Worth a quick conversation to see if any of this is relevant?
Chris
Mohit Lohia
Vice President, Head of AI Transformation, Customer Experience and Growth Platforms
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Angle: enterprise messaging platform ownership
Hooks: Leads GEICO's Messaging Automation Platform for proactive and reactive communications across SMS and email., Directly manages 500+ engineers and data scientists for core enterprise services., Background at NYT and Amazon scaling high-volume ad and identity platforms.
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with AI push?
Hi Mohit,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI transformation and customer experience at GEICO, I wanted to ask about something we see come up a lot at carriers your size. With everything moving fast on the claims and telematics side, does the document layer keep pace, or does every template update still require a developer who knows the system?<br><br>At GEICO's volume, that friction adds up fast. Policyholder notices, claims correspondence, renewal communications, any change to those documents has to go through someone who can touch the underlying platform. When you're pushing modernization everywhere else, that bottleneck tends to stick out.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Mohit,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One thing I should have included: we work with Allstate and Intact Financial, among others, where the core issue was the same. Every compliance change or brand update to policyholder documents meant an IT ticket, a wait, and a developer who had to context-switch out of higher-priority work.<br><br>The pattern we see at large carriers is that the compliance or communications team knows exactly what needs to change in a notice or renewal letter. But the change still routes through IT because the document platform requires it. That wait disappears when the people who own the content can make the update directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>Given the pace GEICO is moving on the AI and claims side, it might be worth making sure the document layer isn't the last thing holding a regulatory update or customer communication back. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk, DT=evaluate before committing.
Subject: One last thing re: document ops
Hi Mohit,<br><br>Sent you a couple of notes about document infrastructure at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Mohit, appreciate you connecting.
Sent you a couple of notes recently about the IT ticket bottleneck on template changes, specifically the OpenText and Quadient side of things. At MHC we help insurers move template ownership to the business side so those changes stop queuing through IT. Allstate and Intact have both made that shift, along with 25 or so other carriers we work with.
Given your AI transformation remit, the document layer is often the piece that slows everything else down. Happy to reconnect here if the timing ever works.
Chris
Jamal Habash
Senior Director Customer Service
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Angle: high-volume service operations & team culture
Hooks: Recent 'Team Tampa Madness' initiative for associate appreciation, Directing service innovation for mega-scale policyholder base, Overseeing customer excellence in a high-volume insurance environment
posture: peer CTA: soft type: problem_first
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Subject: Document changes at GEICO
Hi Jamal,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer service at GEICO, I wanted to ask about something that comes up constantly at insurers running at your volume. When a renewal notice, claims letter, or cancellation needs a content change, does that still run through a developer before it goes out to policyholders?<br><br>At mega-scale carriers, that dependency adds up fast. A regulatory update hits, or a product change rolls out, and suddenly there are declarations, endorsements, and billing statements sitting in a queue waiting on someone with system access. We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that turnaround time for your customer-facing documents. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Jamal,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>The pattern we see at large insurers is consistent. Policyholder data lives across a few different systems, and every document, renewals, ID cards, claims correspondence, pulls from a different source. When a change has to happen, it becomes a developer project instead of a compliance or ops task. The wait disappears when the business side can make that change directly, with approval workflows built in so IT still has visibility.<br><br>Guardian Life, Allstate, and Intact Financial all run their policyholder communications on MHC NorthStar CCM today. The common thread is that their ops and compliance teams stopped writing tickets for every document update. That kind of turnaround matters when you're pushing changes across millions of policyholders at once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jamal
Hi Jamal,<br><br>Sent you a couple of notes about document workflows at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms, covers the operational side and what the transition typically looks like for carriers your size.</a><br><br>If current document production processes ever become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ major insurers · Asset: UNLOCK1.PDF
Appreciate the connection, Jamal.
Sent you a few emails about the IT ticket bottleneck on template changes, so you've got the context already. At MHC we help insurers move that ownership to the business side so every edit stops requiring a developer queue. Guardian, Allstate, and 25+ major insurers have made that shift with us.
Happy to reconnect here if the timing ever works.
Chris
Julio Estevez-Breton
Head of Contact Center Strategy & Transformation
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Angle: strategic contact center transformation
Hooks: your current mandate to optimize GEICO contact center performance and productivity through digital adoption, prior experience at USAA and Nationwide managing high-volume member insights and document retention functions, GEICO's reported shift toward modernizing high-volume communication content via the recent Managing Editor hire
posture: peer CTA: soft type: problem_first
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Subject: GEICO doc changes, Julio
Hi Julio,<br><br>Chris here from MHC Automation.<br><br>Given your role leading contact center strategy at GEICO, I wanted to ask about something that comes up constantly at carriers your size. When your agents need an updated letter or notice, does that change still require an IT ticket and a wait, or has your team found a way to get business users making those updates directly?<br><br>At a carrier with millions of policyholders, that lag adds up. Declarations pages, policy notices, claims correspondence, renewal letters. If every change routes through a developer, your contact center ops are only as fast as that queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your ops team and IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Julio,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Allstate is a good example here. They, along with Guardian Life and a number of other carriers, moved to MHC NorthStar CCM specifically to get compliance and ops teams out of the IT ticket cycle. The pattern is consistent across carriers: once business users can update templates directly, with controls in place, the wait disappears and the contact center stops being downstream of a developer's backlog.<br><br>For a team focused on contact center transformation at GEICO's scale, that matters. When a claims notice or renewal letter needs to change, the people who know what it should say are the ones making the update, same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to reduce the 162-day change cycles common in insurance CCM
Subject: One last thing, Julio
Hi Julio,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance T2) or 25+ top insurers using MHC to eliminate legacy document roadblocks · Asset: ULTIMA1.PDF
Julio, good to have you connected here.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the IT dependency bottleneck that comes with platforms like OpenText and Quadient. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate and Guardian have both worked through us to cut that dependency, and we're running similar programmes across 25 or so other carriers.
Worth a quick conversation to see if any of this is relevant?
Chris
Priyanka Komala
Senior AI Manager, Product Strategy
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Angle: AI-Modernization overlap
Hooks: Current leadership of AI-powered initiatives at GEICO for customer authentication and conversational engagement., Recent insights on the 'extra layer' needed for AI in the product lifecycle (Discover, Design, Develop, Deploy)., Past success driving multimillion-dollar operational efficiencies through high-volume interaction systems.
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up at GEICO?
Hi Priyanka,<br><br>Chris here from MHC Automation.<br><br>Given your role in product strategy and AI at GEICO, I wanted to ask about something that comes up a lot when insurers are in the middle of a modernization push. Was wondering if the document production layer is keeping up with the rest of what your team is working on, or if it keeps showing up as a gap.<br><br>It's a pretty common pattern. Claims workflows get modernized, telematics gets built out, AI tooling comes in across the stack, and then someone realizes the customer-facing documents, policy notices, claims correspondence, renewal communications, are still running on infrastructure that requires a developer to touch every template. At GEICO's volume, that's millions of policyholder touchpoints that can't move as fast as the rest of the business.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction as modernization accelerates. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation
Hi Priyanka,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Allstate runs policyholder communications on MHC, and the pattern we see there is consistent across large insurers: once business users can manage templates directly, the IT ticket queue for document changes stops being the bottleneck. Compliance teams make updates the same day. Brand changes don't wait on a sprint cycle.<br><br>That matters a lot when you're running at GEICO's scale. A regulatory change affecting auto or homeowners notices has to propagate across millions of policyholder records. If the only path to updating that template runs through a developer who knows a legacy composition system, the modernization work happening everywhere else in the stack hits a wall at the document layer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient
Subject: One last thing, Priyanka
Hi Priyanka,<br><br>Sent you a couple of notes about the document layer at GEICO. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the AI build-out continues, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. Asset: UNLOCK1.PDF or ULTIMA1.PDF. · Asset: UNLOCK1.PDF
Priyanka, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you have some context already. At MHC we help insurers move template ownership off IT queues and onto the business side. Allstate and Intact have both gone through that shift, and it tends to remove a layer of friction that slows down the broader transformation agenda more than people expect.
Worth a quick conversation to see if any of this is relevant?
Chris
Bankers Life
bankerslife.com
· insurance
· Chicago, US
Provider of life and health insurance, annuities, and retirement solutions for middle-income Americans nearing retirement.
Research at Bankers Life and parent CNO Financial shows no direct corroboration of Oracle Documaker, PlanetPress, or Elixir DPT. Detected technologies include Adobe Experience Manager for content and Salesforce for CRM, typical of modern digital experience stacks, but document composition for policy
Tier 2 score 66
Chris
5000_plus employees · 1b_plus
Technology & Competitors
Salesforce
HG Insights
Adobe Experience Manager
HG Insights
Strategic Initiatives
- Launch of Enhanced Death Benefit Rider for lifetime income annuities to address legacy concerns.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Life & Health
Awareness: stage_2
Scale: large — policies in force 3.2 million
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits, EOBs, SBC, ANOC, EOC, denial letters, enrollment packets, ID cards, provider comms
Best proof: Guardian Life ($13.4B Top 10 life) and Allstate (Top 5 P&C) utilize NorthStar CCM for core document automation.
Live Signals (leadership, M&A, events)
- financial_performance: Parent company CNO Financial reported full year 2025 net operating income of $438.4 million.
- leadership_change: Amber Ro promoted to VP Operations & Quality
- leading efficiency initiatives and AI-driven technology solutions for customer service and compliance.
Contacts (11)
completed: 2 queued: 9
0 active · 0 🔗
Mike Mead
Chief Information Officer
engineering · c_level
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Angle: IT leadership culture and 'Technology Happiness' vision
Hooks: Your goal of achieving 'Technology Happiness' at CNO Financial by solving consistent frustrations for coworkers., The technical burden of managing a portfolio of over 400 applications and 100+ years of insurance legacy., Your recent feature in the Life Accelerated podcast discussing 'People-Centric Leadership' and digital transformation.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Bankers Life
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Bankers Life, I wanted to ask about something that comes up a lot at insurance organizations your size. When a product like the Enhanced Death Benefit Rider launches, how fast can your team actually get the updated policyholder documents out the door?<br><br>At your volume, that usually means updating policy summaries, benefit illustrations, and disclosure documents across a platform that requires a developer to touch every template. The compliance team knows exactly what needs to change, but the change still sits in an IT queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to have a chat and see how we can help your team move faster on document changes without adding to your engineering backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Mike,<br><br>One more thought on the document turnaround piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. The pattern is consistent: the insurer moves to MHC NorthStar CCM, the compliance and product teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>With a product launch like the Enhanced Death Benefit Rider going out to your policyholder base, that kind of speed matters. The people who know what the document should say are the ones making the update, with approval workflows built in. The change happens the same day, not at the end of a sprint.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Mike
Hi Mike,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC works with over 25 major insurers and is ranked #1 in the mid-market for CCM, helping firms like Guardian and Allstate eliminate the IT dependency that blocks rapid document updates. · Asset: UNLOCK1.PDF
Hey Mike, appreciate you connecting.
I sent a few emails about the legacy document platform piece and figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate both made that shift with us, and we work with over 25 major carriers across the mid-market.
Given your role at Bankers Life, the infrastructure side of that is probably where it either makes sense or it doesn't. Worth a quick conversation to see if any of this is relevant?
Chris
Mark Keeney
Principal Solution Architect
engineering · director
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Angle: enterprise architecture alignment for CNO insurance brands
Hooks: 20-year tenure at CNO Financial Group across lead architect and director roles, oversight of solution architecture for Bankers Life and parent CNO entity, experience managing IT for Grange Life Insurance prior to CNO
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure @ Bankers Life
Hi Mark,<br><br>Chris here from MHC Automation.<br><br>Given your role as a solution architect at Bankers Life, I wanted to ask about something that comes up a lot at insurers your size. When a compliance or product team needs to update policyholder-facing documents, how many of those requests land on an engineer's plate?<br><br>At carriers running millions of policy communications, that queue adds up fast. Declarations pages, policy notices, benefit summaries, annuity statements. Each one tied to a template only a developer can touch. When product launches something like a new rider, it becomes an IT project before it becomes a customer document.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering lift on document changes across your policy admin environment. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT developer scarcity and technical debt from legacy document composition systems
Hi Mark,<br><br>Following up on what I sent about the developer bottleneck piece.<br><br>One thing I should have included: the pattern we see most often at large carriers is not that the templates are complicated to update. It's that the path to updating them runs through people who have higher-priority work. Compliance flags a required change to a renewal notice or cancellation letter, and it sits in a queue behind infrastructure work.<br><br>With MHC NorthStar CCM, the compliance or ops team makes that change directly, within controls IT sets up front. The ticket never gets written.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. I'll be honest, I don't have a single named metric from an insurer to share. But the pattern is consistent: business users start managing templates directly and IT stops being the bottleneck for every document change.<br><br>For a team supporting document output across CNO's insurance brands, that kind of separation between configuration control and day-to-day content changes tends to matter. Especially when a new product like a lifetime income rider has to generate accurate, compliant documents at scale from day one.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service business-user tools to eliminate the IT dependency bottleneck for template changes
Subject: One last thing, Mark
Hi Mark,<br><br>Sent you a couple of notes about document infrastructure at Bankers Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers including Guardian and Allstate; Aspire ranked #1 for mid-market insurance CCM · Asset: ULTIMA1.PDF
Hey Mark, appreciate the connection.
Sent you a few emails recently about the developer scarcity and technical debt side of legacy document composition, so you've got the context. At MHC we help insurers shift template ownership away from IT queues to the business side. Guardian and Allstate are both in that camp now, and the Aspire rankings put MHC at the top for mid-market insurance CCM specifically.
Given your architecture role at Bankers Life, figured LinkedIn might be a better place to have an actual conversation about it.
Worth a quick conversation to see if any of this is relevant?
Chris
Patti Kolodziejczyk
Chief Technology Officer
engineering · c_level
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Angle: strategic technical debt and efficiency focus
Hooks: Current focus on cost reduction and productivity as CTO, Past success reducing $1MM in annual run rate through DevOps and tool strategy at Travelers, Responsibility for 500+ applications supporting over 3.2 million insurance policies
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Bankers Life
Hi Patti,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Bankers Life, I wanted to ask about something that comes up a lot with insurance companies at your scale. Is your IT team still in the critical path for every policy document or contract template change, even when it's a business or compliance-driven update?<br><br>With 3.2M policies in force, that kind of bottleneck adds up fast. A rate change, a new rider launch like the Enhanced Death Benefit, a regulatory notice update: each one becomes a developer project instead of a business task. That's technical debt that compounds quietly until it shows up on your modernization roadmap as a line item nobody wants to own.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat about what that looks like at your volume and whether there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for policy and contract template changes, creating a developer scarcity problem that stalls your digital roadmap.
Hi Patti,<br><br>Following up on the template bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern we saw in both cases: compliance and ops teams were waiting on developers for every document change, whether it was a disclosure update, a new endorsement, or a cancellation notice. Once they shifted template ownership to the business side, the wait disappeared. IT stopped being the bottleneck for day-to-day changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the routine change path without removing the controls. IT still sets the guardrails. The business side works within them.<br><br>At Bankers Life's volume, that kind of separation matters. A single notice update touching 3.2M policies shouldn't require a sprint ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Your document platform shouldn't be your biggest liability; modernize by shifting template ownership from developers to business users to eliminate the 'IT ticket wait'.
Subject: One last thing, Patti
Hi Patti,<br><br>Sent you a couple of notes about the document infrastructure piece at Bankers Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point on the modernization roadmap, feel free to reach out.
Proof: We helped Guardian and Allstate simplify complex communications at scale, similar to your team's oversight of 3.2M policies. · Asset: CUSTOM1.PDF
Patti, good to have you in the network.
Sent you a few emails recently about the developer queue bottleneck on template changes. Didn't want to just leave it at that. At MHC we help insurers move template ownership to the business side so IT isn't the gatekeeper on every policy document update. Guardian and Allstate have both worked through that at scale, across millions of policies, which is roughly the territory you're managing at Bankers Life.
If any of this lands, feel free to reach out whenever.
Chris
Amber Ro
VP Operations & Quality
operations · vp
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📋 ULTIMA1.PDF
Angle: strategic operational transformation
Hooks: Your previous success at GoHealth driving $41M in annual savings through process optimization, Current leadership role over enterprise quality and efficiency at Rem as part of the CNO family, Experience managing complex regulatory compliance oversight and audit-ready frameworks
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: T2_metric · Asset: ULTIMA1.PDF
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Melissa Anstedt
VP, Operations Strategy and Modernization
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic_modernization_alignment
Hooks: Current focus on Operations Strategy and Modernization at Bankers Life, Alignment with Amber Ro's 2025 efficiency and quality initiatives, Experience managing complex operational scale at CNO Financial Group
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for template changes (general legacy pain)
—
Reframe: Business-user self-service to reduce technical debt and speed up policy contract/SBC updates
Subject: —
—
Proof: Serving 25+ insurers including Guardian and Allstate; recognized as Aspire #1 mid-market leader · Asset: UNLOCK1.PDF
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Andrea Helms
VP Customer Digital Engagement
operations · vp
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Angle: strategic digital leadership and community advocacy
Hooks: your recent appointment to the Board of the National Runaway Safeline, solving complex execution puzzles where strategy meets ambiguity, CNO's reported $43M net operating income for 2025
posture: peer CTA: soft type: problem_first
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Subject: Document layer, Bankers Life
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer digital engagement at Bankers Life, I wanted to ask something that comes up a lot with VP-level folks driving digital transformation at insurers your size. Is the document production layer keeping pace with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed back?<br><br>At organizations serving millions of policyholders, it tends to show up the same way: the digital experience gets modernized, but policyholder communications like policy summaries, benefit notices, and annuity statements are still running through systems that require a developer to touch a template. A regulatory change or a new product launch like a rider update means an IT project, not a same-week turnaround.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit on the document side of your digital work. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital transformation modernization gaps
Hi Andrea,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently worked with Guardian Life, Allstate, and 25+ other insurers on exactly this. The pattern is consistent: once business users can manage templates directly, the wait for IT disappears. Compliance teams handle regulatory language updates the same day. Operations handles product changes without opening a ticket.<br><br>That matters at Bankers Life's volume. With millions of senior policyholders, something like the Enhanced Death Benefit Rider rollout means benefit notices, policy summaries, and annuity statements all need to reflect the change accurately and fast. On most legacy document systems, that's a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy legacy blocking DT roadmap
Subject: One resource before I disappear
Hi Andrea,<br><br>Sent you a couple of notes about the document layer at Bankers Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your digital roadmap, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers) · Asset: UNLOCK1.PDF
Andrea, saw you accepted the connection after those emails landed, so figured this was a better spot to continue the conversation.
The document infrastructure gap in the modernisation work tends to come up a lot in digital transformation programmes at insurers, and it's usually the piece that gets underestimated. At MHC we help carriers move template ownership to the business side so IT isn't the bottleneck on every customer communication change. Carriers like Guardian and Allstate have gone through it, along with 25 others in the space.
Worth a quick conversation to see if any of this is relevant?
Chris
Brad VanMiddlesworth
VP, Data & Application Management
engineering · vp
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📋 ULTIMA1.PDF
Angle: strategic application oversight for claims and customer onboarding
Hooks: Current oversight of Service, Claims, and Customer Onboarding systems at CNO, Past experience managing Member Billing and Outbound EDI at Anthem, Recent 2025 parent company performance and Amber Ro’s operational efficiency push
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Bankers Life
Hi Brad,<br><br>Chris here from MHC Automation.<br><br>Given your oversight of applications and data at Bankers Life, I wanted to ask about something that comes up a lot at insurers your size. Does updating policyholder-facing documents still require a developer to touch the template, even for something as simple as a language change?<br><br>At carriers managing millions of policyholders, that bottleneck hits hard. A regulatory update or a rider change like the Enhanced Death Benefit you recently launched means someone has to track down a developer who knows the composition system, write the ticket, and wait. The business team knows exactly what the document needs to say, but they can't touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a fit for reducing that dependency on your end. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Brad,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>We work with Guardian Life, Allstate, Intact Financial, and Acuity on their policyholder communications, alongside 60+ other insurance organizations. I'll be straight with you: I don't have a single insurance case study with a hard metric attached. What I can tell you is the pattern. The insurer moves to MHC, compliance and ops start managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>At Bankers Life's volume, that matters. Declarations pages, endorsements, premium notices, rider disclosures, when a product change or a state regulatory update hits, your team shouldn't be queuing behind a developer to get the language updated. That's what MHC NorthStar CCM does differently: the people who need to make the change make it directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: legacy pain from IT tickets for every template change
Subject: One last thing, Brad
Hi Brad,<br><br>Sent you a couple of notes about document template management at Bankers Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (Insurance Tier 2) + 25 insurers and Aspire #1 mid-market · Asset: ULTIMA1.PDF
Hey Brad, appreciate you connecting.
Sent you a few emails around the developer scarcity problem and the document layer slowing down the broader roadmap. Didn't want to let the connection sit without saying something.
At MHC we help insurers move template ownership to the business side and off the IT queue. Guardian and Allstate both went that route, and we work with around 25 carriers altogether, so the Bankers Life context isn't unfamiliar to us.
If any of this lands, feel free to reach out whenever.
Chris
Jean Linnenbringer
Chief Operations Officer
operations · c_level
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Angle: strategic operational oversight and modernization focus
Hooks: responsibility for the CNO family of brands including Bankers Life, Colonial Penn, and Washington National, leadership in blending claims, customer service, and document servicing into a unified Enterprise Operations team, public commitment to leveraging automation as a strategic advantage for customers and employees
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Bankers Life
Hi Jean,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Bankers Life, I wanted to ask about something we see come up a lot at insurers your size. When a policy notice or contract document needs to change, does that still require an IT ticket and a wait before anything goes out the door?<br><br>At companies running large-scale policyholder communications across multiple product lines, annuities, life, health, that wait adds up. A regulatory update lands, a rider changes, and the business team has to queue behind whoever owns the template. By the time the document is out, the window to move fast has already closed.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The tension of manual bottlenecks in document servicing and print operations slowing down the customer experience journey across multiple insurance brands.
Hi Jean,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we saw at both was the same: business and compliance teams were waiting on developers for every template change, even simple ones. Once they moved to MHC, the compliance team started making changes directly. The ticket never gets written because it doesn't need to be.<br><br>With the Enhanced Death Benefit Rider launch, I'd imagine your team is in the middle of updating a lot of customer-facing documents right now. Policy contracts, benefit summaries, annuity statements. At your volume, those updates have to go out fast and land accurately across your full policyholder base.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to standard upgrades, evaluate how a business-user-led CCM platform can eliminate the IT ticket wait times that currently stall policy contract and notice updates.
Subject: One last thing, Jean
Hi Jean,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline communications across complex multi-brand environments, similar to the CNO enterprise model. · Asset: ULTIMA1.PDF
Hey Jean, appreciate you connecting.
Sent you a few emails about the document servicing and print operations piece, specifically the manual bottlenecks slowing down customer experience across your brands. Didn't want to just let that sit without reaching out here too.
At MHC we help insurers move template ownership off IT queues so the business side can move faster. Guardian and Allstate both used that to clean up communications across complex multi-brand environments, which sounds close to what Bankers Life is running inside the CNO structure.
Worth a quick conversation to see if any of this is relevant?
Chris
Andy Hite
Vice President, Customer Service
operations · vp
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Angle: Customer service friction from delayed policy communications
Hooks: Responsibility for Premium Management and Policyholder Services at CNO Financial Group, Recent customer feedback regarding late delivery of policy statements causing payment delays, Goal of improving agent/policyholder contact center efficiency through process support
posture: peer CTA: soft type: problem_first
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Subject: Policy comms at Bankers Life
Hi Andy,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer service at Bankers Life, I wanted to ask about something that comes up constantly at insurers your size. When a policy communication needs to go out — a renewal notice, a benefit change letter, anything tied to a recent product launch — does your team have to wait on IT to update the template before it can go?<br><br>At mega-scale insurers, that wait creates real downstream friction. Customer service reps field calls about documents that are delayed, outdated, or inconsistent. The policy admin system has the right data. The template just hasn't caught up. And with something like the Enhanced Death Benefit Rider rollout, that gap between product launch and updated communications landing in policyholders' hands is exactly where call volume spikes.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that communication lag and the customer service load that comes with it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=template change delays, business user frustration, compliance anxiety, document quality.
Hi Andy,<br><br>One more thought on the document delay piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They cut $4 per document in vendor fees by removing the bottleneck between compliance updates and what actually goes out the door.<br><br>The pattern we see at insurers is consistent. A product change happens, the compliance team knows exactly what the document should say, but the change sits in a queue because only a developer can touch the template. By the time the updated communication reaches the policyholder, your customer service team has already been fielding calls about it for two weeks.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the update directly, and it goes out on time.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative.
Subject: One last thing, Andy
Hi Andy,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, and Natera reduced turnaround from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Andy, good to have you in the network.
Sent you a few notes over email about the template change bottleneck piece and figured LinkedIn was worth a try since the emails didn't spark anything.
At MHC we help insurers move template ownership to the business side so compliance and quality don't get held up waiting on IT. Natera cut turnaround on document changes from two and a half weeks to two days after making that shift, which tends to resonate with teams carrying the kind of volume Bankers Life runs.
If any of this lands, feel free to reach out whenever.
Chris
Patrick Bogan
VP IT Strategy and Operational Excellence
operations · vp
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📋 ULTIMA1.PDF
Angle: strategic operational excellence + 2025 performance
Hooks: your focus on moving CNO IT to a higher-performing structure through strategic alignment and process improvement, parent company CNO Financial reporting 2025 net operating income of $43M as you scale efficiency, your background as a CIO/CISO at Fuzion and Worley informs a high bar for IT architecture simplification
posture: peer CTA: soft type: problem_first
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Subject: Document changes still going through IT?
Hi Patrick,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT strategy and operational excellence at Bankers Life, I wanted to ask about something we see come up constantly at insurers your size. Does every change to a policyholder document still require an IT ticket and a developer to touch the template?<br><br>At organizations with millions of policyholders, that dependency adds up fast. A rate change, a new rider disclosure, a regulatory update to a cancellation notice or premium statement — each one sits in a queue until someone with the right system access can get to it. The business side knows what needs to change. They just can't change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for document changes across your policyholder communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Patrick,<br><br>Following up on what I sent about IT dependency on document changes.<br><br>The pattern we see most at large insurers: the compliance or product team knows exactly what a policyholder notice needs to say. But the change still has to go through a developer who knows the composition system. That wait can stretch days or weeks, especially when regulatory deadlines are involved.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. The through-line across all of them: once the business side can make template changes directly, the ticket never gets written. Your compliance and ops teams handle updates the same day, with approval workflows built in so IT still sets the rules.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Patrick
Hi Patrick,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become too much of a friction point as you're pushing on operational excellence in 2025, feel free to reach out.
Proof: Insurance leaders like Allstate, Intact, and Acuity use MHC to decouple IT from document composition. · Asset: ULTIMA1.PDF
Hey Patrick, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so I won't retread all of that here.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate, Intact, and Acuity have all gone that route to decouple IT from document composition entirely.
Given your role across IT strategy and ops, figured this might be the right conversation to have at Bankers Life.
Worth a quick conversation to see if any of this is relevant?
Chris
Jakub Pawlak
Senior Director, IT Infrastructure Architecture
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📋 CUSTOM1.PDF
Angle: IT infrastructure modernization and developer scarcity in the insurance sector
Hooks: Current role as Senior Director, IT Infrastructure Architecture at CNO Financial Group, Focus on disaster recovery and virtualization projects as seen in your technical background, CNO Financial reported a strong full-year 2025 net operating income of $43M
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Bankers Life
Hi Jakub,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT infrastructure architecture at Bankers Life, I wanted to ask about something we see come up a lot at insurance carriers your size. Is the document production layer one of those things that keeps pulling your team into day-to-day changes that shouldn't require a developer?<br><br>At carriers with millions of policyholders, it shows up like this: a compliance update needs to go out, someone files a ticket, and your team is the bottleneck because the template lives in a system only a developer can touch. That cycle never really stops.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the document change burden on your infrastructure team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Jakub,<br><br>One more thought on the IT bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we saw at both carriers was the same: compliance and ops teams were filing tickets for every template change, and the developer queue was the slowest part of the whole process.<br><br>After moving to MHC, the compliance team starts handling changes directly. IT stops being the bottleneck. At Bankers Life's volume, with millions of policyholders across life, health, and annuity products, that kind of change speed matters, especially when a regulatory notice or a benefit update has to go out fast and accurately.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Jakub
Hi Jakub,<br><br>Sent you a couple of notes about document infrastructure at Bankers Life. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Guardian and Allstate (T2 metric/named) · Asset: CUSTOM1.PDF
Appreciate you connecting, Jakub.
Sent you a few emails recently about the legacy document platform piece, so you may have some context on what we do. At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both gone through that shift with us, which is partly why I reached out to Bankers Life specifically.
No agenda here beyond seeing if it resonates with anything on your plate.
Happy to reconnect here if the timing ever works.
Chris
GuideStone
guidestone.org
· insurance
· Dallas, US
Provider of biblical values-based financial services including retirement, insurance, and investments for the Christian community.
“Helping enhance financial security and resilience for those who serve the Lord for more than 100 years. ”
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
Founded in 1918, we serve the needs of our members and minist…
LinkedIn headcount: 612
No specific legacy CCM vendor (Documaker, PlanetPress, Elixir DPT) found in job postings, case studies, or employee profiles. Tech stack shows heavy reliance on Microsoft SSRS for reporting and C# automation for data feeds. Presence of FIS Omni suggests specialized financial document workflows.
LLM classification: Insurance MEDIUM
Tier 2 score 66
Chris
501_1000 employees · 50_250m
Technology & Competitors
FIS Omni
HG Insights
Twitter
HG Insights
Strategic Initiatives
- Expansion of church insurance offerings and early-career financial guidance pilots for ministers.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE LIFE
Awareness: stage_2
Scale: mid — members 250,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- Leadership Change: Chris Politz promoted to Managing Director
- Technical Architecture and Engineering.
- Hiring: Kevin Brockmeyer hired as Senior Data Engineer to modernize data systems.
- Leadership Change: Michael Turner appointed Service Documentation & Communications Specialist.
Contacts (11)
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Tiffani Johnson Myrick
Senior Manager, Insurance Services
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Angle: GuideStone Insurance Services Leadership & Digital Modernization
Hooks: Ongoing 10+ year tenure at GuideStone with recent promotion to Senior Manager, Insurance Services., Direct connection to the Insurance Services team during GuideStone's push for technical architecture modernization (Chris Politz's promotion)., Extensive background in claims advocacy and vendor relations, directly impacting how policy contracts and beneficiary notices are processed.
posture: peer CTA: soft type: problem_first
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Subject: Document updates at GuideStone
Hi Tiffani,<br><br>Chris here from MHC Automation.<br><br>Given your role managing Insurance Services at GuideStone, I wanted to ask about something that comes up a lot at organizations your size. When a policy contract or premium notice needs a template update, does that still go through IT and wait on developer availability?<br><br>At a lot of insurance shops, the answer is yes. The compliance or ops team knows exactly what needs to change, but the actual edit lives in a system only a developer can touch. That gap creates a queue nobody asked for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'IT bottleneck' legacy—waiting on developer availability (like the new technical architecture team) for simple policy contract or premium notice template updates.
Hi Tiffani,<br><br>Following up on what I sent about the IT bottleneck piece.<br><br>One thing worth sharing: Guardian Life, Allstate, and Acuity run their policyholder communications on MHC. Across those accounts, and honestly most of the 60+ insurers we work with, the pattern is consistent. The insurer moves over, the compliance or ops team starts managing templates directly, and the wait for developer time on document changes disappears.<br><br>For a team expanding insurance offerings the way GuideStone is, that matters. When a new church insurance product launches or a premium notice needs updated language, the people who know what the document should say can make the change the same day. No ticket written, no sprint backlog.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond the 'IT-first' delivery model. How insurance leaders enable business-user self-service to handle document changes without technical debt.
Subject: One last thing, Tiffani
Hi Tiffani,<br><br>Sent you a couple of notes about document infrastructure at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps T2 insurance firms like Guardian and Allstate streamline high-volume communications; 25+ insurers use us to eliminate the gap between claims and correspondence. · Asset: UNLOCK1.PDF
Hey Tiffani, glad to have you in the network.
I sent a few emails recently about the developer queue piece, specifically template updates for things like policy contracts and premium notices sitting in a backlog waiting on engineering availability. At MHC we help insurers move that ownership to the business side.
Companies like Guardian and Allstate have used us to close exactly that gap between claims and correspondence, and we work with 25 or so insurers in that same space.
Worth a quick conversation to see if any of this is relevant?
Chris
Bradley Stark
Marketing Automation Manager
operations · manager
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📋 ULTIMA1.PDF
Angle: GuideStone's 2025 marketing automation expansion and Chris Politz's technical architecture shift.
Hooks: your recent transition into the Marketing Automation Manager role at GuideStone, Chris Politz's move to Managing Director of Technical Architecture, modernizing customer engagement across B2B and B2C audiences
posture: peer CTA: soft type: problem_first
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Subject: GuideStone document templates
Hi Bradley,<br><br>Chris here from MHC Automation.<br><br>Given your role in marketing automation at GuideStone, I wanted to ask about something that comes up a lot when teams are scaling their automation stack. When new insurance products or program expansions roll out, does updating the underlying document templates still require an IT ticket and a wait?<br><br>With marketing automation pushing more personalized outreach, the document layer often becomes the quiet bottleneck. Policy contracts, beneficiary notices, certificates, coverage confirmations — the content might be ready but the template change is sitting in a queue somewhere.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster when programs change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: When marketing automation scales, document operations often become the bottleneck, leaving teams waiting on IT tickets for simple template changes to beneficiary notices or policy contracts.
Hi Bradley,<br><br>One more thought on the document ops piece I mentioned.<br><br>Guardian Life and Allstate both ran into a similar pattern before they moved to MHC NorthStar CCM. Compliance and marketing teams knew what needed to change in their policyholder communications, but every update had to go through a developer who understood the underlying system. That wait time added up fast.<br><br>What changed was letting the business side handle template content directly, with controls in place so IT wasn't cut out of governance. The ticket never gets written because the team making the change is the team that owns it.<br><br>For a company like GuideStone that's expanding church insurance offerings and standing up early-career financial guidance programs for ministers, that kind of flexibility matters. New products mean new documents. If those documents move at IT speed instead of marketing speed, the rollout slows down.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than letting legacy CCM tools dictate your digital roadmap, consider a self-service model where marketing and business users own the document content, freeing up Chris's architecture team for higher-value engineering.
Subject: One last thing, Bradley
Hi Bradley,<br><br>Sent you a couple of notes about document ops at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate consolidate complex insurance communications, while mid-market leaders use our platform to eliminate the 'legacy liability' that slows down transformation. · Asset: ULTIMA1.PDF
Hey Bradley, appreciate you connecting.
Sent you a couple of emails about the document infrastructure gap that can slow down transformation work, specifically the part where template changes to things like beneficiary notices end up stuck in IT queues even when marketing owns the process.
At MHC we help insurers move that template ownership to the business side. Guardian and Allstate have both gone through that consolidation, and a lot of mid-market carriers use the platform specifically to clear that legacy liability before it stalls the broader roadmap.
Happy to reconnect here if the timing ever works.
Chris
Leonard Kelley
Chief Information Security Officer
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📋 CUSTOM1.PDF
Angle: security-first modernization
Hooks: Ongoing leadership transition with Chris Politz moving to MD of Tech Architecture in June 2025, Extensive background in cyber threat intelligence and special ops weather intelligence, Focus on RMF and security life cycle integration within system architecture design
posture: peer CTA: soft type: problem_first
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Subject: Document security at GuideStone
Hi Leonard,<br><br>Chris here from MHC Automation.<br><br>Given your role as CISO at GuideStone, I wanted to ask about something that comes up a lot at faith-based insurers and financial services organizations your size. When document workflows hit a bottleneck, people find workarounds. Those workarounds tend to involve email, shared drives, or personal tools. That's where sensitive member data starts moving in ways your security stack wasn't built to see.<br><br>For organizations managing retirement plan documents, insurance certificates, and policy correspondence, that fragmented handling isn't just an ops problem. It's a real attack surface. Legacy document platforms are often the reason it happens, because the people who need to make changes can't do it themselves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the exposure that comes from manual document workarounds. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps friction creating shadow IT risks or security vulnerabilities when business users work around legacy document bottlenecks.
Hi Leonard,<br><br>Following up on what I sent about document security at GuideStone.<br><br>One thing I should have included: Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see consistently is that once business users can make template changes directly, within controls IT sets, the workarounds stop. No more emailing a PDF to fix a disclosure. No more shared drive with last year's version of a benefits letter.<br><br>That matters for a security team because the risk isn't usually in the document system itself. It's in everything that happens when people can't use it without filing a ticket.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. The compliance or ops team handles updates directly. IT owns the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing document composition isn't just about speed; it's about reducing the attack surface by eliminating fragmented manual document handling.
Subject: One last thing, Leonard
Hi Leonard,<br><br>Sent you a couple of notes about document security and legacy CCM risk at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition processes become a friction point or a security concern down the road, feel free to reach out.
Proof: MHC helps insurance and financial leaders like Guardian and Allstate secure sensitive member data while enabling self-service for over 25+ major insurers. · Asset: CUSTOM1.PDF
Hey Leonard, appreciate you connecting.
I sent a few emails recently about the security exposure that tends to come up when business teams start working around document bottlenecks. At MHC we help insurers move template ownership to the business side so those workarounds stop happening in the first place. Guardian and Allstate both moved that direction, partly to close the shadow IT gap that opens up when people get creative with legacy document systems.
Given your role at GuideStone, figured a different channel might land better than another email.
Happy to reconnect here if the timing ever works.
Chris
Jessica Sterling
Executive Director, Experience Operations
operations · director
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📋 UNLOCK1.PDF
Angle: recent digital transformation certifications and service operations focus
Hooks: Completion of the MIT Sloan Executive Certificate in Management and Leadership (Dec 2024), Focus on 'Breakthrough Customer Experience Strategy' and 'Accelerating Digital Transformation' certifications, Long-term tenure at GuideStone (17+ years) supporting the mission for those who serve the Lord
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Mike Furlich
Senior Manager, Software Development
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Angle: Technical Debt Management and Data Modernization
Hooks: Your dual focus on managing the Technical Debt Team and supporting Sitecore/Marketing engineering, Recent data modernization initiatives involving Kevin Brockmeyer and Chris Politz's move to Technical Architecture, The objective of maintaining 80-100% test coverage across your loosely coupled Microsoft-stack applications
posture: peer CTA: soft type: problem_first
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Subject: Document templates at GuideStone
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software development at GuideStone, I wanted to ask about something that comes up a lot at organizations your size. When a compliance or ops team needs to update a member-facing document, does that change still have to go through a developer to get done?<br><br>With faith-based insurers and retirement plan providers, we usually see the same pattern. Policy documents, benefit statements, coverage notices all live inside legacy composition systems that only a developer can touch. So every update, even small wording changes, becomes an IT ticket. When GuideStone is expanding church insurance offerings and launching new financial guidance programs, that kind of bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the technical overhead around document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Mike,<br><br>Following up on what I sent about document template changes at GuideStone.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving their business users into the change path directly.<br><br>The piece that made the difference was that compliance and ops could update policy notices and benefit statements themselves, without writing a ticket. When a regulatory change hits, the team that knows what the document should say is the one making the change. Changes happen the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Mike
Hi Mike,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2_metric · Asset: ULTIMA1.PDF
Hey Mike, appreciate you connecting.
Sent you a few notes about the legacy document platform piece, so I won't rehash that here. At MHC we help insurers move template ownership off IT queues to the business side. Guardian, Allstate, and Intact are running their policyholder communications through us across 60+ insurance organisations, so it's not a small footprint at this point.
Given you're on the architecture side at GuideStone, curious whether any of what I raised landed as relevant to where things stand today.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Turner
Service Documentation & Communications Specialist
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Angle: internal documentation vs external communication alignment
Hooks: Your dual focus on maintaining ABBS letters and customer-facing forms while serving as a DocuSign SME for Insurance Services., Recent transition to your specialist role in August 2024 to oversee documentation workflows and design configuration., Managing plan booklet documentation via Seismic while ensuring consistency between Insurance Line of Business marketing and technical SOPs.
posture: peer CTA: soft type: problem_first
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Subject: Document updates at GuideStone
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role in service documentation and communications at GuideStone, I wanted to ask about something that comes up a lot at organizations your size. When a form or customer-facing letter needs a language update, does that change have to go through IT before it goes out?<br><br>What I typically hear is that the people who actually know what the document should say, your compliance or communications team, are waiting on a developer to open the template, make the edit, and push it through an approval queue. For an organization expanding church insurance offerings and adding financial guidance materials for ministers, that kind of bottleneck adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the cycle time between a needed document change and a compliant, published version. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The tension of manual maintenance for ABBS letters and customer-facing forms, where every design configuration change risks a backlog of internal approval workflows.
Hi Michael,<br><br>Following up on what I sent about document maintenance at GuideStone.<br><br>Something I should have included in my last note: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by letting their operations team handle template updates directly instead of routing everything through development.<br><br>The part that tends to resonate with doc ops teams is the approval workflow piece. On MHC NorthStar CCM, controls stay in place, but the wait disappears. Your communications team makes the change, it moves through the review path, and it publishes. No ticket. No queue.<br><br>For an organization managing ministry partner materials alongside policyholder-facing documents, that kind of consistency matters, especially when a single language update needs to reflect across multiple document types at once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of treating plan booklets and policies as static files in Seismic, we should view them as dynamic data assets that allow business users to update language once and reflect it across all insurance ministry partner materials without IT tickets.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document operations at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: For complex insurance documentation, Guardian and Allstate utilize MHC to manage hundreds of templates with automated compliance checks, much like how Allied Benefits eliminated $4/doc in operational costs. · Asset: UNLOCK1.PDF
Hey Michael, appreciated the connection.
Sent you a few emails about the approval workflow bottleneck on documents like ABBS letters and customer-facing forms, where a single configuration change can stall a queue of internal sign-offs. At MHC we help insurers put that template ownership on the business side instead of routing it through IT. Guardian and Allstate both manage hundreds of templates that way now, with automated compliance checks built in, and Allied Benefits cut $4 per document in operational costs moving to the same model.
Happy to reconnect here if the timing ever works.
Chris
Bryan Doerstling
Managing Director - Insurance Customer Experience
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Angle: Alignment of CX leadership with insurance operations modernization
Hooks: Current tenure of 4+ years leading Insurance Customer Experience at GuideStone, Extensive operational background from 28 years at BlueCross BlueShield managing millions of member inquiries and claims, Direct connection to the Service Documentation & Communications specialist hire signal (Michael Turner) indicating a shift toward optimized member touchpoints
posture: peer CTA: soft type: problem_first
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Subject: Document changes at GuideStone
Hi Bryan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading insurance customer experience at GuideStone, I wanted to ask about something we see come up a lot at organizations your size. When your team needs to update a customer-facing document, does that still require an IT ticket and a wait before anything ships?<br><br>For a lot of insurance ops leaders, it looks like this: the compliance team flags a change, someone writes a ticket, IT gets to it when they can, and the document goes out late or with a manual workaround in the meantime. That friction tends to show up most on things like policy notices, renewal communications, and any correspondence tied to your church and ministry insurance lines.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get document changes out without IT being in the middle of every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change
Hi Bryan,<br><br>Following up on what I sent about the IT dependency piece.<br><br>I'll be honest, I don't have a single insurance case study with a specific metric I can point to. What I can tell you is the pattern we see across the 60+ insurers we work with: the organization moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a faith-based insurer expanding church coverage and piloting new financial guidance programs, that matters. When a state changes a disclosure requirement or you're rolling out a new product notice, the people who understand what that document needs to say can handle the update the same day. No ticket, no wait.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to remove IT dependency
Subject: One last thing, Bryan
Hi Bryan,<br><br>Sent you a couple of notes about document infrastructure at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: GuideStone operates in Insurance where we have 25+ insurers like Guardian and Allstate, including Aspire's #1 mid-market ranking. · Asset: UNLOCK1.PDF
Hey Bryan, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so I won't rehash all of that here. At MHC we help insurers move template ownership to the business side so those changes stop sitting in a developer queue. Guardian and Allstate are both running that way now, and it's made a real difference for teams managing customer communications at scale.
Worth a quick conversation to see if any of this is relevant?
Chris
Chris Politz
Managing Director, Technical Architecture and Engineering
engineering · director
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📋 ULTIMA1.PDF
Angle: strategic transition from consulting to internal leadership and focus on modernizing data systems
Hooks: your recent promotion to Managing Director of Technical Architecture, decades of consulting experience at Credera and Avanade now applied to GuideStone's internal stack, alignment with Kevin Brockmeyer's focus on modernizing legacy data systems
posture: peer CTA: soft type: problem_first
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Subject: Document layer holding up your roadmap?
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technical architecture at GuideStone, I wanted to ask about something that comes up a lot with insurance organizations at your stage of modernization. Is your team still the bottleneck for every document template change, or have you found a way to hand that off to the business side?<br><br>The pattern I see pretty often: an IT leader takes on a modernization mandate, starts making real progress on the data and systems layer, and then the document composition layer becomes the thing that slows everything down. Policy communications, notices, member correspondence, all of it still requires a developer who knows the legacy configuration. Every change is a ticket. Every ticket is a delay.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture is often held hostage by legacy document composition logic buried in technical debt, creating a developer scarcity bottleneck for every template change.
Hi Chris,<br><br>One more thought on the architecture bottleneck piece I mentioned.<br><br>Guardian Life and Allstate both worked with us to decouple their communication logic from their core systems. What that meant practically: IT stopped owning every template change. The compliance and ops teams could update policy notices and correspondence directly, with controls in place, and the developer queue for document work essentially stopped growing.<br><br>For an architecture team focused on modernization, that matters. If your CCM layer still requires a developer every time a notice needs updated language or a new plan type needs its own output, that's not a document problem, that's a drag on the broader roadmap. Especially as GuideStone expands its church insurance offerings, more document variants, more state-specific requirements, more pressure on the team that shouldn't be dealing with template tickets.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your team needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing data systems (like Kevin's work) is often undermined if the CCM layer remains an architecture lock-in risk that requires high-cost developers for minor output adjustments.
Subject: One last thing for GuideStone
Hi Chris,<br><br>Sent you a couple of notes about the document layer at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate decouple communication logic from core systems, allowing IT to focus on architecture modernization rather than ticket backlogs for policy contracts. · Asset: ULTIMA1.PDF
Appreciated the connection, Chris. Sent you a few emails recently about the developer scarcity bottleneck on template changes, so figured I'd reach out here too.
At MHC we help insurers move document template ownership off IT queues and to the business side. Guardian and Allstate used that approach to decouple communication logic from core systems, which freed their architecture teams to focus on modernisation work rather than policy contract ticket backlogs.
If any of this lands, feel free to reach out whenever.
Chris
Phillip Jones
Principal, Strategy and Innovation
operations · director
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📋 GUC3E41.PDF
Angle: strategic modernization & technical stack
Hooks: Current focus on AI business strategy and innovation at GuideStone Financial Resources., Direct background in complex digital transformation and MarTech (Braze, Adobe, Salesforce certifications)., GuideStone's shift toward paperless insurance billing and the need for seamless digital member communications.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at GuideStone
Hi Phillip,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategy and innovation at GuideStone, I wanted to ask about something that comes up a lot at organizations your size. Does the document production layer ever show up as a bottleneck when you're trying to move modernization initiatives forward?<br><br>What I usually hear is this: the vision for the roadmap is clear, but when it gets to member communications, policy notices, or enrollment documents, every change still routes through a developer who knows the legacy system. That creates a backlog nobody planned for.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help move document changes off the IT queue and into the hands of the people who own the content. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Phillip,<br><br>Following up on what I sent about the document layer bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting their business team off the legacy change path.<br><br>The way it worked: compliance and ops started handling template updates directly, without writing a ticket or waiting on a developer. When a plan variation changed or a notice needed updating, the change happened the same day.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls.<br><br>For an organization like GuideStone, where you're expanding church insurance offerings and building new programs for ministers, that kind of flexibility matters. New products mean new communications, and those shouldn't have to queue behind existing IT work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Phillip
Hi Phillip,<br><br>Sent you a couple of notes about the document infrastructure piece at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you build out the strategy roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Phillip, saw you accepted the connection and wanted to reach out here since the emails didn't spark a reply.
At MHC we help insurers move template ownership off IT and onto the business side. The reason I reached out was the document infrastructure gap in the modernisation work, which tends to be one of those things that doesn't surface until it's blocking something bigger. Allied Benefits ran over a million communications through a similar shift and cut per-document costs to near zero in the process.
Happy to reconnect here if the timing ever works.
Chris
Ryan Viohl
Digital Product Manager
operations · manager
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📋 ULTIMA1.PDF
Angle: strategic technical alignment and recent marketing certification
Hooks: Your recent HubSpot Inbound Marketing Certification suggests a focus on the customer journey that often clashes with legacy document output., Given Chris Politz's transition to Managing Director of Technical Architecture, there is likely a high-level push to modernize the 'engine' behind your member communications., Michael Turner's recent appointment to Service Documentation specifically highlights that Guidestone is prioritizing the quality and delivery of member-facing collateral.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at GuideStone
Hi Ryan,<br><br>Chris here from MHC Automation.<br><br>Given your role as Digital Product Manager at GuideStone, I wanted to ask about something we see come up a lot at faith-based insurers your size. Does every template change for things like policy contracts, beneficiary notices, or annual statements still require an IT ticket before anything moves forward?<br><br>If so, that tends to create a real drag on the product roadmap. You're trying to move digital initiatives forward and the document layer keeps pulling developers back into change requests that the business side could probably handle on their own.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency so your team has more runway for higher-priority work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Every template change for policy contracts or annual statements requires an IT ticket, creating a bottleneck for the digital product roadmap.
Hi Ryan,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting the business side directly involved in template management, without pulling developers in for every update.<br><br>The part that stood out was how fast routine changes started moving once the IT ticket was out of the equation. For an insurer adding new church coverage lines or rolling out early-career financial guidance materials, that kind of speed matters. When a compliance update hits a beneficiary notice or a kit needs updating for a new ministry segment, the ops team makes the change the same day instead of waiting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business users should be able to manage beneficiary notices and kit updates themselves without waiting on developer scarcity or technical architecture constraints.
Subject: One last thing, Ryan
Hi Ryan,<br><br>Sent you a couple of notes about document infrastructure at GuideStone. Wanted to share one last thing before I get too persistent.<br><br>Our te<a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction for your roadmap, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate manage complex document sets while reducing the IT burden, similar to how we've helped others eliminate $4/document in manual processing costs. · Asset: ULTIMA1.PDF
Hey Ryan, appreciate you connecting.
I sent a few emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket dependency on template changes for contracts and statements. Didn't want to let that thread die without saying hello here too.
At MHC we help insurers move template ownership off the IT queue and to the business side. Guardian and Allstate both use it to manage complex document sets while cutting significant per-document processing costs.
Worth a quick conversation to see if any of this is relevant?
Chris
Brett Wilson
IT Manager, Technology Change and Operations
engineering · manager
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Angle: strategic data and communication leadership shifts
Hooks: your team's focus on technology change and operations during the current data modernization push with Kevin Brockmeyer, Michael Turner's recent appointment as Service Documentation & Communications Specialist to bridge the gap between Insurance services and documentation workflows, Chris Politz's transition to Managing Director of Technical Architecture as you scale your member communication infrastructure
posture: peer CTA: soft type: problem_first
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Subject: Document changes at GuideStone
Hi Brett,<br><br>Chris here from MHC Automation.<br><br>Given your role managing technology change and operations at GuideStone, I wanted to ask about something that comes up a lot at insurance organizations your size. Does every update to member-facing documents still require an IT ticket and a developer to touch the template before anything goes out?<br><br>With GuideStone expanding its church insurance offerings, I'd imagine the volume of policyholder communications is growing. When the business side needs to update a notice or a policy document, if that change has to run through IT every time, that wait adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the back-and-forth between your business teams and IT on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Brett,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types, covering authorization letters, approval notices, and denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template changes directly now. The ticket never gets written.<br><br>That matters especially when a regulatory change hits and updated notices have to go out across your entire policyholder base. On most legacy systems, that's a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brett
Hi Brett,<br><br>Sent you a couple of notes about document template management at GuideStone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates across BCBS and Humana plans while eliminating developer bottlenecks · Asset: CUSTOM1.PDF
Hey Brett, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every update. Optum did this across 200+ complex templates spanning BCBS and Humana plans and got developers out of the queue entirely.
Given your role at GuideStone, figured LinkedIn might be a better place to land.
Happy to reconnect here if the timing ever works.
Chris
United Automobile Insurance Company
uaig.net
· insurance
· Miami Gardens, US
United Automobile Insurance Company provides low-cost property and casualty insurance products specifically for the non-standard automobile market.
“Protecting drivers for over 20 years—and growing our team for the future.
”
United Automobile Insurance Company was incorporated on March 2, 1989 in Miami Gardens, FL to provide a high quality and low cost insurance product to the non-standard automobile insurance market. The company is family owned and it is one of the largest privately held property and casualty insurance…
LinkedIn headcount: 385
Confirmed vendor 'PlantePress' (PlanetPress) and Word(Claims) was provided in input. Research confirms UAIG operates in the non-standard auto insurance market with high-volume claims and policy operations typical of PlanetPress legacy deployments, though no direct public case study was found to elev
LLM classification: Insurance HIGH
Tier 2 score 61
Chris
⭐ PlanetPress
201_500 employees · 50_250m
Technology & Competitors
ASP.NET
HG Insights
HTML
HG Insights
JavaScript
HG Insights
Strategic Initiatives
- Integration of Cloverleaf Analytics for enhanced insurance business intelligence and data insights
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mid — direct written premiums $100M+
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- Leadership Change: Jessie Camilo
- Director of Marketing & Engagement
- noted as a key growth leader (Sept 2025).
- Strategic Priority: Chief Administrative Officer Daniel Colon leading enterprise-wide strategy to support core operations including claims and underwr
Contacts (8)
completed: 3 queued: 5
0 active · 0 🔗
Paulin Shah
Director of Application Development
engineering · director
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📋 UNLOCK1.PDF
Angle: enterprise application development and Guidewire integration
Hooks: your team's focus on Guidewire development to streamline the UAIG policy lifecycle, Daniel Colon's enterprise-wide strategy for digitizing core administrative processes, managing high-volume document outputs like declarations, renewals, and claims correspondence across multiple states
posture: peer CTA: medium_direct type: problem_first
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Subject: Doc platform question, UAIG
Hi Paulin,<br><br>Chris here from MHC Automation.<br><br>Given your role in application development at United Automobile Insurance Company, I wanted to ask about something that keeps coming up with insurers right now. With document platform vendors sunsetting products, has your team started evaluating alternatives or is it still in early planning?<br><br>The reason I ask is that teams like yours are often the ones holding the decision together. Documents like declarations, renewals, claims correspondence, and ID cards touch multiple systems, and when the platform underneath them goes away, someone in IT owns that migration. We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of what we do maps to where you're headed. If you're not the right person on this, I'd appreciate a point in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: All=EOL deadline (vendor sunset).
Hi Paulin,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Intact Financial runs their policyholder communications on MHC, declarations, endorsements, cancellations, the full stack. What made the move work was that their compliance and ops teams could update templates directly, without waiting on a developer to touch the system. Changes that used to sit in a queue went out the same day.<br><br>That matters a lot when a state filing changes and it has to hit every affected policy document fast. With document output volume across multiple states, your team probably knows what it looks like when a regulatory update turns into a multi-week developer project. That's what MHC NorthStar CCM does differently: the business side handles the change, with controls in place, and IT stops being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives.
Subject: One last thing, UAIG docs
Hi Paulin,<br><br>Sent you a couple of notes about your document platform situation at UAIG. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms. Given what your team is working through with Guidewire buildout and Daniel Colon's push on digitizing core operations, it might be worth a look.<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If document composition processes become a friction point during all of that, feel free to reach back out. Happy to reconnect whenever the timing is right.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Paulin, good to be connected.
Sent you a few emails about the platform end-of-life question I raised, so you have some context on what MHC does for insurers facing a vendor sunset. Companies like Allstate and Acuity have gone through exactly this and come out the other side with business users owning template changes directly, off the IT queue.
Given your role at United Automobile, the timing of that sunset decision probably sits close to your team.
If any of this lands, feel free to reach out whenever.
Chris
Gerald Delgado
Chief Information Officer
engineering · c_level
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📋 ULTIMA1.PDF
Angle: IT leadership oversight of legacy modernization and PlanetPress sunset risks at UAIG.
Hooks: Your oversight of IT operations and security at United Automobile Insurance Company, Recent strategic focus on enterprise-wide growth led by Daniel Colon, The inevitable transition away from legacy PlanetPress infrastructure for UAIG policy and billing documents
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform transition at UAIG
Hi Gerald,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at United Automobile Insurance, I wanted to ask about something we see come up a lot at mid-size carriers right now. With the PlanetPress product line heading toward end-of-life, has your team started evaluating what comes next, or is that still in the planning stage?<br><br>The companies we talk to in this situation are usually weighing two paths: default to the vendor's own upgrade and end up on a different version of the same architecture, or use the sunset as a reason to evaluate alternatives. For an insurer running PIP and non-standard auto, documents like claims correspondence, PIP notices, and policy communications are often tied directly to those legacy templates. A forced migration is a real project either way.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help you evaluate the options before the decision gets made by default. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress: All=EOL deadline (vendor sunset).
Hi Gerald,<br><br>Following up on what I sent about the platform sunset piece.<br><br>One thing I should have included: the risk we see most often isn't the migration itself, it's carriers who upgrade to OL Connect because it's the path of least resistance, and then realize two years later they've rebuilt the same dependency. The developer is still the bottleneck for every template change. The business side still can't touch anything.<br><br>The pattern we've seen across insurance accounts is that the sunset is actually the right moment to ask whether the whole model needs to change, not just the version number. On MHC NorthStar CCM, your compliance or ops team can make changes to claims correspondence and policy notices directly, with approval workflows built in. IT sets the rules, but the ticket never gets written.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. Across those accounts the pattern holds: the insurer moves over, the business side starts managing templates directly, and IT stops being the bottleneck for document changes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to OL Connect; evaluate alternatives to avoid repeating legacy architecture lock-in.
Subject: One last thing for UAIG
Hi Gerald,<br><br>Sent you a couple of notes about the platform transition at United Automobile Insurance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the timing is off or this isn't a priority right now, no problem. Feel free to reach out whenever it makes sense.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Good to be connected, Gerald.
Sent you a few emails recently about the PlanetPress sunset question, so you have some context on where we play. At MHC we help insurers move off end-of-life document platforms before the deadline forces the decision. Allstate, Intact, and Acuity have all come through that process with us, along with 25 or so other carriers.
Not sure where UAIC sits on the PlanetPress timeline right now, but happy to reconnect here if the timing ever works.
Chris
Parvin Kumar
Chief Information Officer
engineering · c_level
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📋 GUC3E41.PDF
Angle: strategic_migration_success
Hooks: successful migration of Guidewire ClaimCenter to the Cloud, over 26 years of leadership tenure at UAIC, pursuit of an Executive MBA at the University of Florida
posture: peer CTA: medium_direct type: problem_first
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Subject: UAIC doc layer post-migration
Hi Parvin,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at United Automobile Insurance Company, I wanted to ask about something that comes up a lot after a major platform migration. You just moved Guidewire ClaimCenter to the cloud, which is a big lift. Was curious if the document layer is one of those things that keeps coming up as a blocker now that the core systems are modernized.<br><br>The pattern I see pretty often: claims correspondence, declarations, renewals, endorsements, they're still tied to a legacy composition system that only a developer can touch. The migration unlocks the data side but the document output side stays frozen. If a vendor EOL situation is also in the picture, that puts the team in a tough spot.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to where UAIC is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: eol_deadline
Hi Parvin,<br><br>One more thought on the document layer piece I mentioned.<br><br>A lot of the insurance teams we work with hit the same wall after a core system upgrade: the document side didn't come with it. Things like ID cards, cancellation notices, billing statements, certificates still run through a composition tool that requires a developer for every change. When a regulatory update hits or a vendor announces a sunset, that becomes a real project, not a quick fix.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC, alongside 60+ other carriers. The pattern is consistent: once the business side can make template changes directly, the wait disappears and IT focuses on higher-priority work.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives_vs_default
Subject: One more thing, Parvin
Hi Parvin,<br><br>Sent you a couple of notes about the document infrastructure piece at UAIC. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we replace legacy document platforms, including what that looks like for carriers mid-modernization cycle. You can find it here:<br><br>https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/<br><br>If current document composition processes become a friction point as you continue building out the stack, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (200+ templates) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Parvin, appreciate you connecting.
Sent you a few emails recently about the platform end-of-life question I raised. No response needed on those, I get it.
At MHC we help insurers move template ownership off the IT queue to the business side. Optum moved 200+ templates through that same transition and got their ops team managing changes without developer involvement.
Given your role at United Automobile, figured a different channel might land better than another email in the inbox. Worth a quick conversation to see if any of this is relevant?
Chris
Kimberly Traber
Vice President of Finance Operations
operations · vp
completed
secondary
– none
champion
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📋 ULTIMA1.PDF
Angle: vendor_sunset_risk
Hooks: Current role as VP of Finance Operations at UAIG, Managing documentation scale for non-standard auto like declarations and claims correspondence, PlanetPress EOL timeline relative to enterprise strategy led by Daniel Colon
posture: challenger CTA: medium_direct type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The PlanetPress EOL sunset creates a hard deadline for UAIG's document operations, risking a 'default' migration to OL Connect that might not solve legacy IT bottlenecks.
—
Reframe: Instead of just migrating templates, UAIG can eliminate the IT ticket dependency for every declaration or billing change by moving to a business-user self-service model.
Subject: —
—
Proof: MHC helps 25+ insurers like Allstate and Guardian modernize CCM, ranked #1 for mid-market by Aspire. · Asset: ULTIMA1.PDF
—
Jim Sleezer
Director of Information Technology
engineering · director
completed
secondary
– none
decision_maker
step 0/3
📋 ULTIMA1.PDF
Angle: vendor_sunset_at_uaig
Hooks: Ongoing leadership shift with Daniel Colon leading enterprise-wide strategy, UAIG's reliance on PlanetPress for declarations and claims correspondence, The upcoming EOL for PlanetPress and the risk of defaulting to OL Connect
posture: peer CTA: medium_direct type: problem_first
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Subject: —
—
Pain angle: PlanetPress sunset deadline is approaching, creating a technical debt risk for IT to either migrate under pressure or settle for a complex OL Connect upgrade.
—
Reframe: Don't just default to the vendor's suggested path; evaluate whether a business-user-led document platform could offload the template change burden from IT.
Subject: —
—
Proof: Insurers like Guardian and Allstate have modernized legacy doc-ops to eliminate the IT bottleneck while managing high volumes of member communications. · Asset: ULTIMA1.PDF
—
Karen Toribio
Senior VP, Claims
operations · vp
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📋 UNLOCK1.PDF
Angle: PlanetPress EOL urgency + Claims document operational friction
Hooks: Your oversight of claims operations at United Auto during a period of strategic growth led by Daniel Colon, The looming PlanetPress sunset affecting critical claims correspondence, renewals, and ID card generation, Challenges with legacy document templates slowing down the claims resolution cycle
posture: peer CTA: medium_direct type: problem_first
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Subject: Claims docs at UAIG
Hi Karen,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing Claims at United Automobile Insurance Company, I wanted to ask about something that's been coming up a lot with non-standard auto carriers right now. Your document platform vendor has announced they're sunsetting the product. Has your team started evaluating alternatives, or is it still in the planning stage?<br><br>For claims operations, that sunset tends to hit harder than people expect. Correspondence, payment notices, PIP-related letters, coverage confirmations — if those are tied to a platform that's being discontinued, the clock is already running.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help you get ahead of this before it becomes a claims ops problem. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: PlanetPress: All=EOL deadline (vendor sunset)
Hi Karen,<br><br>One more thought on the platform sunset piece I mentioned.<br><br>We recently helped Essilor replace their legacy document infrastructure across 30 global locations. They cut their template count by 60% and reduced infrastructure costs by 65%. Straight-through processing went from 25% to 98% in three months.<br><br>The pattern we see in insurance is similar. A carrier moves off a discontinued platform, and instead of just replicating what they had, they use the moment to clean up years of template sprawl. Your compliance team starts managing claims correspondence directly. The ticket never gets written. Changes happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Karen
Hi Karen,<br><br>Sent you a couple of notes about the platform sunset situation at United Automobile Insurance Company. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your claims ops team, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market · Asset: UNLOCK1.PDF
Hey Karen, good to be connected.
Sent you a few emails about the PlanetPress end-of-life question, so you have some context on where we play. At MHC we help insurers move template ownership off IT and onto the business side when a legacy platform reaches its sunset. Acuity, Intact, and Allstate have been through that exact transition with us, along with 25 or so other carriers at various stages of the same move.
Not sure where United Auto sits on the timeline, but if any of this lands, feel free to reach out whenever.
Chris
Daniel Colon
Chief Executive Officer
operations · c_level
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📋 UNLOCK1.PDF
Angle: strategic_leadership_and_eol_vendor
Hooks: Promotion to CEO in Oct 2025 following a successful tenure as CAO driving enterprise-wide administrative strategy, Responsibility for core insurance operations including claims, underwriting, and customer service, The looming EOL deadline for PlanetPress and the risk it poses to critical documents like decs and claims correspondence
posture: peer CTA: medium_direct type: problem_first
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Subject: Document ops at UAIG
Hi Daniel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading UAIG, I wanted to ask about something that comes up pretty often at non-standard auto carriers your size. When your team needs to update customer-facing documents like PIP correspondence, claims letters, or policy notices, does that still require a developer to touch the template?<br><br>At a lot of carriers we talk to, the document layer gets treated as a back-burner issue until a regulatory change or a claims volume spike makes it urgent. Then it turns into a developer project when it really should be a compliance or ops task.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who actually own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: With the PlanetPress sunset looming, the technical debt of a legacy system is likely a direct hurdle to the enterprise strategy you've spearheaded for UAIG's claims and underwriting cores.
Hi Daniel,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving business users into the change path directly.<br><br>The pattern at carriers is pretty consistent. PIP correspondence, claims letters, cancellation notices, all of these pull from different source systems. When a state regulatory requirement changes, someone has to track down the right template in a system only a developer can touch. That wait disappears when compliance and ops can make the change themselves, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to the vendor's cloud upgrade often just re-packages the same IT dependencies; there is a business-user-led alternative that removes the developer bottleneck for template changes.
Subject: One last thing, Daniel
Hi Daniel,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps 25+ insurers modernize their document ops, including Tier 1 leaders like Guardian and Allstate, by moving from legacy liabilities to self-service agility. · Asset: UNLOCK1.PDF
Hey Daniel, good to be connected.
Sent you a few emails about the PlanetPress end-of-life question and what that means for the document layer sitting underneath your claims and underwriting work. Didn't want to leave it only in your inbox.
At MHC we help insurers move template ownership off IT queues and onto the business side. Guardian and Allstate have both made that shift with us, and the trigger for both was a legacy platform decision that couldn't wait.
Happy to reconnect here if the timing ever works.
Chris
Monica Sanchez
Executive Vice President & Chief Information Officer
engineering · c_level
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📋 CUSTOM1.PDF
Angle: strategic digital modernization of UAIG's self-service platforms
Hooks: your leadership in enterprise transformation and digital modernization at UAIG, the ongoing strategy to scale UAIG's digital claims portal and mobile app features, recent growth initiatives noted under Daniel Colon and Jessie Camilo regarding customer engagement
posture: peer CTA: medium type: problem_first
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Subject: Document ops at UAIG
Hi Monica,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology at United Automobile Insurance Company, I wanted to ask something that comes up a lot with insurers at your stage. Are policy and claims documents still going through IT every time something needs to change, or has your team found a way to get the business side handling that directly?<br><br>The reason I ask: we work with a lot of carriers where the document layer didn't keep pace with the rest of their modernization work. Declarations pages, PIP correspondence, notices, cancellation letters, that kind of thing ends up locked in a system where every update requires a developer. A compliance change becomes an IT project. A state regulatory notice becomes a ticket that waits in queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce that IT dependency for document changes at UAIG. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The PlanetPress EOL deadline creates a forced migration risk that often defaults to complex upgrades like OL Connect, which can lock in technical debt rather than solving the IT dependency bottleneck.
Hi Monica,<br><br>Following up on what I sent about the document ops piece.<br><br>Wanted to share something specific. Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see is consistent: once a carrier moves over, the compliance and ops teams start handling template changes directly. The IT ticket queue for document updates stops being a thing.<br><br>That matters at UAIG because PIP correspondence, notices, and cancellation letters often carry state-specific language requirements. When those requirements change, someone has to find the right template, in the right system, with a developer available. That's a slow path when timing is regulated.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the controls. Your ops team makes the change. IT sets the guardrails once.<br><br>I also noticed UAIG is integrating Cloverleaf Analytics for better business intelligence. That kind of strategic modernization usually surfaces the document layer as the next friction point.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a vendor-driven cloud upgrade that maintains architecture lock-in, use this sunset to evaluate a business-user self-service model that offloads template changes from IT to the operational teams.
Subject: One last thing, Monica
Hi Monica,<br><br>Sent you a couple of notes about document infrastructure at UAIG. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as UAIG's modernization work continues, feel free to reach out.
Proof: MHC helped Guardian and Allstate move beyond legacy constraints, while mid-market leaders use our platform to eliminate the 'IT ticket wait' for document changes. · Asset: CUSTOM1.PDF
Hey Monica, glad we're connected here.
Sent you a few emails about the PlanetPress migration question and what those forced upgrade paths tend to leave behind. At MHC we help insurers move template ownership to the business side so document changes stop running through IT queues entirely. Guardian and Allstate both made that shift, and we see it consistently with mid-market carriers too.
Given where United Automobile sits with that EOL timeline, it seemed worth opening a different channel.
Worth a quick conversation to see if any of this is relevant?
Chris
BCS Financial
bcsf.com
· insurance
· Oakbrook Terrace, US
Provider of strategic insurance and financial solutions for Blue Cross Blue Shield organizations and commercial partners.
“grow. diversify. protect.”
BCS Financial Corporation has more than 75 years of experience providing a wide range of insurance and financial solutions for Blue Cross and Blue Shield organizations and commercial partners nationwide. With four primary product segments – supplemental health solutions, large claim solutions, speci…
LinkedIn headcount: 229
Research indicates a 2019 partnership with VBA (Virtual Benefits Administrator) for its EssentialCare product line. No direct corroboration found for Oracle Documaker, PlanetPress, or Elixir DPT. Tech stack includes .NET and JavaScript, typical for modern web-based CCM integrations but no legacy CCM
LLM classification: Insurance HIGH
Tier 2 score 61
Chris
201_500 employees · 10_50m
Technology & Competitors
JavaScript
HG Insights
.NET
HG Insights
PHP
HG Insights
Strategic Initiatives
- Expansion of gene therapy stop-loss coverage for employer groups.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Insurance Specialty
Awareness: stage_2
Scale: mega — insured customers 22 million
Doc types: manuscript endorsements, surplus lines filings, broker comms, binding authority, claims reserves
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- M&A / Partnership: BCS integrated with Employee Navigator for seamless benefits administration of EssentialCare products.
- Leadership Change: Mehb Khoja promoted to Chief Operating Officer.
Contacts (9)
completed: 1 queued: 8
0 active · 0 🔗
Kyle Johnson
Director, Data Engineering
operations · director
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📋 ULTIMA1.PDF
Angle: Legacy modernization leadership and TPA integration expertise.
Hooks: Leadership in replacing a 30-year-old legacy system for BCS’s $900M portfolio., Extensive experience managing integrations with Third-Party Administrators (TPAs) and external vendors., Promotion to Director of Data Engineering in March 2025 following success in data modernization.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer at BCS Financial
Hi Kyle,<br><br>Chris here from MHC Automation.<br><br>Given your role in data engineering at BCS Financial, I wanted to ask about something that comes up a lot at insurers your size. When your team pushes changes to policyholder documents like endorsements, surplus filings, or claims correspondence, does that work still route through a developer, or has your team found a way to hand that off?<br><br>The reason I ask: we talk to a lot of insurance companies that have done real modernization work on their core systems, but the document layer stays stuck. Template changes still require someone to open a ticket, find the right dev resource, and wait. Especially with something like gene therapy stop-loss coverage expanding, that means new endorsements and plan documents that have to get out the door fast, and the old process doesn't move fast enough.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering load on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Modernizing a 30-year legacy core is a massive feat, but the 'last mile' of document engineering—like manuscript endorsements and surplus filings—often stays trapped in IT-heavy workflows, creating a developer-dependent bottleneck.
Hi Kyle,<br><br>Following up on what I sent about the document layer bottleneck.<br><br>One thing I should have included: we helped Guardian Life and Allstate decouple their document logic from core systems entirely. Business teams, compliance, ops, whoever owns the content, can now manage complex insurance templates directly without writing a ticket or waiting on a developer. The change happens the same day.<br><br>That matters a lot when something like a new stop-loss endorsement or a surplus lines filing has to go out accurately and quickly. On most legacy setups, one regulatory update or new coverage type means a developer project. It doesn't have to work that way.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of further architecture lock-in, shifting document logic from hard-coded dev tickets to business-user self-service ensures your modern data infrastructure isn't slowed down by legacy communication methods.
Subject: One last thing, BCS Financial
Hi Kyle,<br><br>Sent you a couple of notes about the document engineering piece at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: MHC helped Guardian and Allstate decouple document logic from core systems, enabling business teams to manage complex insurance templates without technical debt. · Asset: ULTIMA1.PDF
Hey Kyle, saw you accepted the connection and figured I'd reach out here since the emails didn't land.
At MHC we help insurers get the document layer off IT queues so business teams own it directly. Guardian and Allstate both used that approach to decouple template logic from their core systems without adding technical debt.
The document infrastructure gap in the modernisation work is what I kept coming back to in those emails. Complex filings and endorsements tend to stay stuck in developer workflows even after the core transformation is done.
If any of this lands, feel free to reach out whenever.
Chris
Denise Osuma
Vice President, Service and Operations
operations · vp
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📋 ULTIMA1.PDF
Angle: M&A operational scale + service delivery modernization
Hooks: Recent integration with Employee Navigator increasing administration scale, Oversight of Service and Operations during periods of organizational growth and leadership changes, Focus on IT and Business Operations synergy to deliver new technology
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at BCS Financial
Hi Denise,<br><br>Chris here from MHC Automation.<br><br>Given your role leading service and operations at BCS Financial, I wanted to ask about something we see come up a lot at insurance organizations going through growth phases. Does updating customer-facing documents like policy notices, endorsements, or broker communications still require going through IT and waiting on a developer to touch the template?<br><br>At companies your size, that wait tends to stack up fast. A regulatory change comes in, or a new product gets added to the portfolio, and the ops team is stuck in a queue behind whatever else IT is working on. The business side knows exactly what the document needs to say, but can't get in to change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy document systems creating friction during high-growth phases like the Employee Navigator integration, where IT bottlenecks on template changes for manuscript endorsements or broker comms delay speed-to-market.
Hi Denise,<br><br>Following up on what I sent about the document ops piece.<br><br>One thing I should have included: we recently worked with Natera on their patient report turnaround. They were running at about 2.5 weeks per report cycle. After moving to MHC, they got that down to 2 days. Different industry, but the mechanics are the same. A legacy system with a developer in the change path was the bottleneck.<br><br>For an insurance operation like BCS, that pattern usually shows up around endorsement updates, broker-facing notices, or any communications tied to new product lines. When the team adding gene therapy stop-loss coverage to your portfolio needs updated member-facing documents, the speed of that rollout depends on how fast the document layer can move.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing service operations shouldn't be held hostage by 'IT ticket wait' cycles; business-user self-service for document composition allows technical teams to focus on core architecture rather than template tweaks.
Subject: One last thing, Denise
Hi Denise,<br><br>Sent you a couple of notes about document ops at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as your operations scale, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate automate complex communications, reducing turnaround times from weeks to days (e.g., Natera 2.5wk to 2 days). · Asset: ULTIMA1.PDF
Denise, good to have you in the network.
I sent a few emails about the document infrastructure gap that can slow things down during integrations like Employee Navigator, where template changes for broker comms or endorsements end up sitting in an IT queue. That friction tends to compound when you are moving fast.
At MHC we help insurers get template ownership onto the business side so that queue disappears. Guardian and Allstate both use it to bring turnaround on complex communications from weeks down to days.
Worth a quick conversation to see if any of this is relevant?
Chris
Christopher Halsey
Director, Customer Operations
operations · director
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📋 UNLOCK1.PDF
Angle: Operational continuity and efficiency during high-growth periods and leadership transitions.
Hooks: Experience managing large-scale customer operations at BCS Financial for over a decade., Connection to recent operational shifts following Mehb Khoja’s promotion to COO., Responsibility for ensuring document accuracy across manuscript endorsements and surplus lines filings.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at BCS Financial
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role running customer operations at BCS Financial, I wanted to ask about something that comes up a lot at specialty insurers your size. When your team needs to update broker correspondence or customer-facing policy documents, does that still require an IT ticket and a wait?<br><br>At organizations like BCS, those changes often sit in a developer queue for days or weeks. Endorsements, coverage notices, claims correspondence. Documents that need to reflect something that changed on the business side, but can only be touched by someone who knows the underlying system.<br><br>With BCS expanding into gene therapy stop-loss coverage, I'd imagine the pace of document changes isn't slowing down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your ops team move faster on document changes without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The bottleneck of relying on IT tickets for every manuscript endorsement or broker communication change, which stalls operational agility.
Hi Christopher,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We work with 60+ insurers, including Guardian Life, Allstate, Intact Financial, and Acuity, running their policyholder and broker communications through MHC. The pattern we see repeatedly: the insurer moves over, the compliance or ops team starts managing templates directly, and the wait for developer availability stops being a factor.<br><br>For specialty lines like stop-loss, that matters. When a coverage term changes or a new endorsement needs to go out, the person who knows what the document should say can make the update the same day. No ticket written, no sprint scheduled.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transitioning to business-user self-service to eliminate the IT dependency for document template changes, ensuring compliance for complex surplus lines filings without developer delays.
Subject: One last thing, Christopher
Hi Christopher,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as BCS continues to grow, feel free to reach out.
Proof: MHC helps over 25+ major insurers, including Guardian and Allstate, streamline member and broker correspondence to reduce operational friction. · Asset: UNLOCK1.PDF
Hey Christopher, appreciate the connection.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on endorsement and broker communication changes. Didn't want to assume it landed the right way over email, so figured I'd say hello here instead.
At MHC we help insurers move template ownership to the business side so those changes don't sit in a developer queue. Guardian and Allstate are both running that way now, which cuts a lot of the operational drag in between.
Happy to reconnect here if the timing ever works.
Chris
Erika Strong
Director of Product Management
operations · director
queued
secondary
– none
influencer
seq 70
step 0/3
📋 UNLOCK1.PDF
Angle: product strategy and carrier integration
Hooks: your role driving product strategy at BCS Financial, the recent Employee Navigator integration for seamless benefits admin, your previous 30-year tenure at Transamerica leading product modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer at BCS Financial
Hi Erika,<br><br>Chris here from MHC Automation.<br><br>Given your role in product management at BCS Financial, I wanted to ask about something that comes up a lot at specialty insurers building out new coverage lines. When your team launches something like expanded stop-loss products, does the document layer keep up, or does every new policy form and member communication require a developer to touch the template first?<br><br>From what we see, the document production side tends to be the last thing that gets modernized. Business and product teams move fast, but when a new carrier integration or coverage update needs to reflect in customer-facing documents, it's back to an IT ticket and a wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to where BCS is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation -> legacy blocking DT roadmap
Hi Erika,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be straightforward: I don't have a single insurance case study with a specific metric to point to. What I can tell you is the pattern we see across the 60+ insurers we work with. A carrier adds a new product line or integrates a new stop-loss offering, and the document templates become the bottleneck. The compliance or product team knows exactly what needs to change, but the change has to go through someone who knows the system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your product team can update policy forms and carrier-specific communications directly, with approval workflows built in.<br><br>For a team managing product strategy across specialty lines, that kind of flexibility matters when a new coverage launch is on the calendar. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor -> general legacy pain (IT ticket for every change)
Subject: One last thing, Erika
Hi Erika,<br><br>Sent you a couple of notes about the document side of things at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes ever become a friction point for your product roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Erika, appreciate the connection.
Sent you a few emails recently about the document infrastructure gap that tends to surface in modernisation work, so you've got some context on what we do. At MHC we help insurers move template ownership off IT queues so the business side can keep pace with broader transformation initiatives without document changes becoming the bottleneck.
We've done this with Allstate, Intact, and Acuity, among others, so there's a reasonable proof base in this space.
Worth a quick conversation to see if any of this is relevant?
Chris
Richard Behrens
Vice President of IT
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: IT technical debt and the Employee Navigator integration
Hooks: Your role overseeing IT architecture at BCS Financial, especially with the recent Employee Navigator integration for benefits admin., The technical burden of managing manuscript endorsements and binding authority documents within a 'mega' scale insurance operation., Managing the developer scarcity associated with legacy document systems while trying to maintain seamless broker and member communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: architecture lock-in risk and evaluating alternatives before committing to legacy-adjacent upgrades
Subject: —
—
Proof: MHC helped Allied Benefits eliminate $4/doc costs and modernize 1M+ communications, similar to the scale and benefit administration focus at BCS. · Asset: GUC3E41.PDF
—
Mazhar Farooki
Head of Software Solutions
engineering · director
queued
secondary
– none
decision_maker
seq 69
step 0/3
📋 ULTIMA1.PDF
Angle: Alignment with BCS Digital Transformation and Software Engineering Leadership
Hooks: Leadership in software engineering innovation and transformative IT solutions at BCS Financial, Focus on Cloud Strategies and Agile Maturity as noted on LinkedIn, Strategic role in bridging business needs with high-performance software architecture
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer at BCS Financial
Hi Mazhar,<br><br>Chris here from MHC Automation.<br><br>Given your role leading software solutions at BCS Financial, I wanted to ask about something that comes up a lot with engineering leaders at insurance companies your size. Are document template changes still living inside your core development sprints, competing with everything else your team is trying to ship?<br><br>From what we see, when document composition is built on custom JavaScript, .NET, or PHP, every change to a policyholder notice or claims correspondence requires a developer to touch it. That creates a backlog that probably doesn't feel like an engineering problem, but it takes up real engineering time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to get that work off your team's plate. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity for complex document architecture
Hi Mazhar,<br><br>Following up on what I sent about the document layer piece.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern we see every time: the insurer moves to MHC, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>For engineering teams that built document composition into their core stack, the bigger issue is usually technical debt. Every sprint that touches a policy notice or claims letter is a sprint not going toward BCS's actual product work, like the gene therapy stop-loss capabilities your team is expanding. That tradeoff adds up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. The business side handles template updates within guardrails IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing technical debt by decoupling document composition from core software engineering sprints
Subject: One last thing, Mazhar
Hi Mazhar,<br><br>Sent you a couple of notes about the document infrastructure piece at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction on your engineering roadmap, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate utilize MHC to streamline document operations across 25+ insurers · Asset: ULTIMA1.PDF
Mazhar, good to have you in the network.
Sent you a few emails about the IT dependency piece on document architecture, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate both went that route, and it's part of why MHC now runs document operations across 25 or more insurers.
Happy to reconnect here if the timing ever works.
Chris
Chad Chaffin
Head of Specialty Risk Solutions Underwriting
operations · director
queued
secondary
– none
champion
seq 57
step 0/3
📋 UNLOCK1.PDF
Angle: specialty lines document complexity + automated online quote/bind leadership
Hooks: your role in building BCS's automated online quote/bind platform for cyber liability, responsibility for creating insurance rates and forms, and ensuring compliance across all 50 states, the massive scale of BCS's 22M lives covered and $988M gross written premium
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Specialty docs at BCS Financial
Hi Chad,<br><br>Chris here from MHC Automation.<br><br>Given your role leading specialty risk underwriting at BCS Financial, I wanted to ask about something that comes up a lot at carriers your size. When a manuscript endorsement or surplus lines filing needs to change, does that still require going through IT to get the template updated?<br><br>For specialty and stop-loss lines especially, that dependency can slow things down. Gene therapy coverage, large claim solutions, any of the more complex risk categories tend to have document requirements that shift more often than standard lines. If every change has to go through a developer, the turnaround time adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team get document changes out faster without the back-and-forth with IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes in specialty risk filings
Hi Chad,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We recently helped Guardian Life and a group of 25+ other insurers move their policyholder communications onto MHC NorthStar CCM. The pattern we see consistently: once the business side can handle template changes directly, the wait disappears. Underwriting and compliance make updates the same day instead of queuing a ticket.<br><br>For a specialty book like BCS Financial's, that matters more than it does on standard lines. Manuscript endorsements are one-offs by definition. Stop-loss and gene therapy coverage language evolves as the market evolves. When that kind of document has to route through a developer every time, you're adding friction to a process that's already complex.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service for manuscript endorsements and surplus lines filings
Subject: One last thing, Chad
Hi Chad,<br><br>Sent you a couple of notes about document workflows at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and 25+ insurers leveraging Aspire #1 mid-market CCM · Asset: UNLOCK1.PDF
Hey Chad, good to be connected.
Sent you a few emails about the template change bottleneck on specialty risk filings. At MHC we help insurers get that kind of work off the IT queue and back in the hands of the business side. Guardian and 25 or so other mid-market insurers have made that shift, which is part of why MHC ranks as the top CCM platform in that space.
Worth a quick conversation to see if any of this is relevant?
Chris
Diane Sowell
Director, Compliance and Licensing
operations · director
queued
secondary
– none
champion
seq 57
step 0/3
📋 UNLOCK1.PDF
Angle: compliance ownership in multi-state licensing and manuscripting
Hooks: Your 16-year tenure at BCS and MCM/SILA-F designations, Managing compliance and licensing across all 50 states for BCBS plans, BCS's recent 2025 integration with Employee Navigator for EssentialCare administration
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes, compliance timelines
Hi Diane,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing compliance and licensing at BCS Financial, I wanted to ask about something that comes up a lot at specialty insurers your size. When a regulatory requirement changes across multiple states, how fast can your team actually get updated policy documents and notices out the door?<br><br>For compliance directors managing multi-state licensing and manuscripting, that's usually where things slow down. The people who know exactly what a document needs to say have to wait on IT to touch the template. By the time the change is live, the deadline is already close.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's a way to help your team move faster on document changes without creating more IT work. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Diane,<br><br>Following up on what I sent about document turnaround for compliance teams.<br><br>One example worth sharing: Guardian Life runs their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see consistently is that once the compliance team can make template changes directly, the wait disappears. IT stops being the bottleneck for every regulatory update.<br><br>That matters especially in specialty lines like stop-loss, where coverage terms can shift quickly and the documents have to keep up. With BCS expanding gene therapy coverage for employer groups, I'd imagine there are policy documents and certificates that need to reflect those changes accurately across your plan sponsors.<br><br>That's what MHC NorthStar CCM does differently: the compliance team makes the change directly, with approval workflows built in, instead of filing a ticket and waiting.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One more thing for BCS Financial
Hi Diane,<br><br>Sent you a couple of notes about document workflows at BCS Financial. Wanted to share one last thing before I get too persistent.<br><br>Our <a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction for your compliance work, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Diane, good to be connected.
I sent a few emails recently about the legacy document platform piece, so you may have some context already on what we do. MHC helps insurers move template ownership to the business side, away from IT queues. Companies like Allstate and Acuity have gone that route, which is part of what prompted me to reach out to BCS Financial.
Nothing urgent on my end. Worth a quick conversation to see if any of this is relevant?
Chris
Mehb Khoja
Chief Operating Officer
operations · c_level
queued
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: strategic COO promotion and recent Employee Navigator integration
Hooks: Congratulations on the April promotion to COO at BCS Financial., Impressive growth track as former CGO, especially with the January record revenue news., The 2025 integration with Employee Navigator for seamless benefits administration highlights BCS's focus on digital-first operational scale.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: BCS + document ops question
Hi Mehb,<br><br>Chris here from MHC Automation. Congrats on the COO move, by the way. Going from CGO to running operations is a big shift, especially on the heels of a record revenue year.<br><br>Given you're now sitting over operations at BCS, I wanted to ask about something that comes up a lot at insurance organizations your size. When your team needs to update something like manuscript endorsements, surplus lines filings, or broker comms, does that still run through IT and a developer queue before anything changes?<br><br>At organizations handling millions of policyholder touchpoints, that dependency tends to compound fast. A regulatory update or binding authority change becomes a two-week IT project instead of a same-day fix. The people who know what the document should say are waiting on the people who can actually touch the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. Happy to have a quick chat and see if any of this is relevant to where BCS is headed. If you're not the right person to talk to about this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Mehb,<br><br>One more thought on the document ops piece I mentioned.<br><br>HSBC runs somewhere between 100 and 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT confirmations. Their compliance and ops teams handle template changes directly now. IT stops being the bottleneck for every update. That matters a lot when a regulatory change has to propagate across document types fast and at scale.<br><br>At BCS, with the volume you're running across surplus lines filings, claims reserves, and broker comms, that kind of setup could take a lot off the IT queue. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Mehb
Hi Mehb,<br><br>Sent you a couple of notes about document ops at BCS. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team put together a resource on how we replace legacy document platforms for insurance organizations. Covers the IT dependency problem and what it looks like when the business side handles template changes directly.</a><br><br>If current document composition processes ever become a friction point as BCS scales, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
Mehb, appreciated the connection.
Sent you a few notes recently about the IT ticket bottleneck on template changes. At MHC we help financial services firms move that ownership to the business side so ops teams aren't queued behind developers for every document update. Fidelity and Santander both went through similar work, and the throughput difference on template cycles was significant.
If any of this lands, feel free to reach out whenever.
Chris
Centene Corporation
centene.com
· healthcare_medtech_pharma
· St. Louis, US
Multi-national healthcare enterprise providing government-sponsored and commercial health insurance programs.
“Transforming the health of the communities we serve, one person at a time.”
Centene Corporation is a leading healthcare enterprise committed to helping people live healthier lives. Centene offers affordable and high-quality products to more than 1 in 15 individuals across the nation, including Medicaid and Medicare members (including Medicare Prescription Drug Plans) as wel…
LinkedIn headcount: 35,464
Confirmed via multiple LinkedIn profiles of former and current Software Application Engineers in Centene's Output Center of Excellence (OCOE) utilizing OpenText Exstream for document features and compliance requirements. One profile specifically notes an HP Enterprise implementation of Exstream at C
LLM classification: Healthcare Payer HIGH
Tier 2 score 61
Jamie
⭐ OpenText Exstream
5000_plus employees · 1b_plus
Technology & Competitors
Data Analytics Solutions
HG Insights
Strategic Initiatives
- Value Creation Plan focusing on margin expansion and IT infrastructure modernization
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Managed Care / Medicaid & Marketplace
Awareness: stage_2
Scale: mega — Total members 27,600,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- leadership_change: Appointment of Michael Carson as President of Medicare and Daniel Finke as President of Health Plans.
- financial_event: Reported full year 2024 total revenue of $154.0 billion (Note: Input mentions $194.8B for 2025; actual 2024 SEC filing shows $154B).
- hiring: Active recruiting for Business Analyst II roles specifically supporting data analysis and user acceptance testing for new systems.
CCM People Intelligence (from LinkedIn profiles)
1
Total CCM staff
1
Current
True
Contacts (12)
active: 7 completed: 5
7 active · 1 🔗
Jeff Lloyd
Senior Director, Technology Enterprise Architecture
engineering · director
active
secondary
– none
decision_maker
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: enterprise architecture alignment for mega-scale healthcare docops
Hooks: Experience managing large-scale infrastructure strategies and cloud migrations (AWS/Azure) at major organizations like Envision Healthcare and Zayo Group, Expertise in developing scalable, cost-effective IT solutions and Zero Trust architecture (ZTCA certified), Navigating the document output complexity of 154B revenue and 200+ Medicare/Medicaid templates
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and Centene's IT modernization
Hi Jeff,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture at Centene, I wanted to ask about something we see come up a lot at large managed care organizations. Is the document production layer showing up as technical debt in your modernization roadmap, where the integration burden and custom code are heavier than the actual business value justifies?<br><br>At Centene's scale, member communications like NOAs, ABDs, prior auth notices, and redetermination letters are probably pulling from enrollment, claims, MMIS, and care management all at once. When those source systems evolve, someone has to maintain the connectors and template logic in whatever sits in the middle. That maintenance burden falls on developers who should be doing something else.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the integration and maintenance load on your architecture team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: technical debt: developer scarcity, integration burden, migration risk, architecture simplification
Hi Jeff,<br><br>One more thought on the technical debt piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly, without going through a developer, with approval workflows built in.<br><br>For a plan operating at Centene's volume, that matters a lot. When a state changes its NOA requirements or CMS updates a disclosure, the change happens the same day instead of sitting in a ticket queue. Across millions of member communications annually, that's a meaningful reduction in both risk and infrastructure overhead.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on document infrastructure
Hi Jeff,<br><br>Sent you a couple of notes about the document infrastructure piece at Centene. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Jeff, good to be connected.
I sent a few emails recently around the technical debt piece, specifically the integration burden and migration risk that tends to accumulate around legacy document platforms. At MHC we help health plans move template ownership off developer queues so architecture teams stop inheriting that maintenance load.
Natera got document turnaround from two and a half weeks down to two days after making that shift, which gives a sense of where the drag usually sits.
Worth a quick conversation to see if any of this is relevant?
Jamie
Ajoy Kodali
Senior Vice President and CIO, Markets & Segments
engineering · vp
completed
secondary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: enterprise architecture and PBM tech background
Hooks: Experience leading $1B+ tech budgets and teams of 3,000+ at Caremark and Humana, Current focus on hiring a Medicare CIO to drive strategy across Centene markets, Background in data-driven decision making and complex healthcare platforms
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: architecture_lock_in_risk
—
Reframe: business_user_self_service
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Brian LeClaire
Executive Vice President & Chief Information Officer
engineering · c_level
completed
secondary
– none
decision_maker
step 0/3
📋 CUSTOM1.PDF
Angle: strategic technical debt & scaling
Hooks: Experience managing massive document scale at Humana for 21 years before joining Centene., Current focus on Centene’s 'Value Creation Plan' and integrating Wellcare/Magellan architectures., Expertise in leading large-scale IT transformations and 'intelligent automation' as highlighted in his professional profile.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change.
—
Reframe: Business-user self-service to eliminate developer scarcity risk.
Subject: —
—
Proof: HSBC managed 100-200 templates and high-volume reports (SWIFT) while reducing legacy technical debt. · Asset: CUSTOM1.PDF
—
Cory Levine
Staff Vice President, Digital Operations
operations · vp
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Scaling digital CX and operational governance at Centene’s mega-scale while managing multi-disciplinary teams.
Hooks: your recent promotion to Staff VP of Digital Operations at Centene, accountability for the design and continuous improvement of the Digital Content Management team, experience leading massive digital consolidation programs at both Humana and Kaiser Permanente
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change.
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Becca Zimmermann
Senior Director, Member Engagement and Communications
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic oversight of member engagement lifecycle and high-volume CMS-regulated communications
Hooks: Experience managing large-scale member engagement strategies at Centene and Magellan, Oversight of complex document types like EOBs, ANOCs, and enrollment packets, Leadership during major organizational shifts including the 2024 Medicare leadership appointments
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change
—
Reframe: Business-user self-service to eliminate IT ticket wait times for CMS-mandated updates
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Lauren Rust
Vice President, Digital Strategy
operations · vp
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: legacy-modernization gap in digital strategy
Hooks: your experience leading digital centers of excellence at both Kaiser Permanente and Humana, leading digital experience for Magellan Health before the Centene integration, modernizing member self-service pharmacy and digital care delivery roadmaps
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Christi Lemery
Vice President, Communications
operations · vp
active
secondary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: internal expertise and communications leadership
Hooks: 13-year tenure scaling communications at Centene, Background in instructional design and training, Recent Medicare leadership shifts with Michael Carson
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Centene
Hi Christi,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading communications at Centene, I wanted to ask about something that comes up a lot at managed care organizations your size. When your team needs to update a member notice, a Notice of Action, or an Adverse Benefit Determination letter, does that change go through IT, or does your team have a way to handle it directly?<br><br>At the scale Centene operates, that dependency gets expensive fast. State-specific language requirements change. CMS updates disclosure rules. A redetermination letter needs new language across a dozen state variants. If the only path to updating that template runs through a developer, your communications team is waiting while the clock is running.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member-facing document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Christi,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their document turnaround from 2.5 weeks to 2 days.<br><br>The common thread: the compliance and communications teams started owning template changes directly. IT stopped being the bottleneck. When a state Medicaid agency updated required language for an Adverse Benefit Determination or a Notice of Action, the change happened the same day instead of waiting in a queue.<br><br>For a plan operating across as many states as Centene does, that matters. Every state variant of every regulated document is a potential delay if the only path to updating it runs through a developer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Christi
Hi Christi,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes ever become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Christi, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so I won't retread that ground. At MHC we help health plans get template ownership off the developer queue and over to the business side. Natera cut their change cycle from two and a half weeks to two days after making that shift, which tends to be the number that gets people's attention.
Worth a quick conversation to see if any of this is relevant?
Jamie
Katie Mottl
Vice President, Product & Member Engagement
operations · vp
active
secondary
– none
champion
seq 8
step 1/3
📋 GUC3E41.PDF
Angle: document process optimization history
Hooks: Your 1.5M annual saving project streamlining mailer processes at Centene, Managing member engagement for 30+ markets and Wellcare product lines, Leading integration of Dual Eligible Special Needs Plans (D-SNPs)
posture: peer CTA: soft type: differentiation_led
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Centene
Hi Katie,<br><br>Jamie here from MHC Automation.<br><br>Given your role in product and member engagement at Centene, I wanted to ask about something we see come up a lot at managed care organizations your size. When your team needs to update member-facing documents like NOAs, ABD letters, or redetermination notices, does that still require an IT ticket and a wait on a developer?<br><br>At organizations running tens of millions of members across Medicaid and Medicare, that dependency adds up fast. A state agency updates its required language for adverse action notices, and suddenly your compliance team is waiting on IT to find the right template and push a change. That lag is real, especially when state-specific deadlines are tight.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without making IT the bottleneck for every change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes in OpenText Exstream
Hi Katie,<br><br>Following up on what I sent about the IT dependency piece.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template changes directly now. The IT ticket never gets written.<br><br>That matters especially at Centene's scale. When a state Medicaid agency updates required language for NOAs or ABD letters across multiple states, someone has to find the right template variant and push the change fast. On most legacy document systems, that's a developer project. With MHC NorthStar CCM, the people who actually know what the document needs to say can make the update themselves, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate IT tickets
Subject: One last thing, Katie
Hi Katie,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana using MHC · Asset: GUC3E41.PDF
Hey Katie, glad the connection went through.
I sent you a few emails recently about the IT ticket bottleneck on template changes, specifically around Exstream. At MHC we help health plans get template ownership back to the business side so changes don't sit in a developer queue. Optum moved 200+ templates for their BCBS and Humana business through MHC without routing every update through IT.
Given your role across product and member engagement, that operational layer might be worth a look.
If any of this lands, feel free to reach out whenever.
Jamie
Tarsha Fletcher
Vice President, Claims Operations
operations · vp
active
secondary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: claims operational efficiency and transformation experience
Hooks: Your 27-year tenure at Blue Cross NC and current lead on claims operations at Centene, Experience leading contact center modernization and driving $30M in administrative savings, Focus on technology capabilities to enable value-driven service solutions for millions of members
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Claims letters and the IT bottleneck
Hi Tarsha,<br><br>Jamie here from MHC Automation.<br><br>Given your role in claims operations at Centene, I wanted to ask about something that comes up a lot at large managed care organizations. When a regulatory update hits, does your team have to go through IT to get the corresponding claims letters updated, or has that been solved?<br><br>At your volume, that dependency adds up fast. Notice of Action letters, Adverse Benefit Determinations, Prior Authorization notices, state fair hearing correspondence. Each state has its own required language and timeline. When a change comes in from a state Medicaid agency, if the update requires touching a template that only a developer can modify, the turnaround slows down in ways that create real compliance risk.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for claims correspondence specifically. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Exstream-related IT dependency causing claims correspondence bottlenecks and template change delays.
Hi Tarsha,<br><br>Following up on what I sent about the IT dependency piece for claims correspondence.<br><br>A few examples that might be relevant. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Allied Benefits processes over 1 million annual communications across 250+ templates and 80+ plan variations and eliminated $4 per document in vendor fees.<br><br>The pattern in both cases was similar. Once the compliance and operations teams could make template changes directly, without writing a ticket and waiting on a developer, the turnaround on regulatory updates dropped from weeks to the same day. For a Medicaid plan operating across multiple states, that matters every time a state agency changes its required language for an ABD or a NOA.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for claims letters to eliminate the IT ticket cycle for every regulatory update.
Subject: One last thing, Tarsha
Hi Tarsha,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction given the modernization work underway, feel free to reach out.
Proof: Optum manages 200+ healthcare templates and Allied Benefits eliminated $4/doc costs while hitting 1M+ communications. · Asset: GUC3E41.PDF
Tarsha, good to be connected. I sent a few emails about the Exstream dependency piece and template change delays on the claims side. Didn't want to let the connection go quiet without saying hello here.
At MHC we help health plans move template ownership to the business so changes don't sit in an IT queue. Allied Benefits cut their per-doc costs to under a dollar while scaling past a million communications, which tends to matter when claims volume spikes.
If any of this lands, feel free to reach out whenever.
Jamie
Naga Kiran Gollamudi
Vice President Data & Analytics
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 5
step 2/3
📋 CUSTOM1.PDF
Angle: strategic data modernization and cloud migration leadership
Hooks: Leadership in Data & Platform Modernization at Centene for 17+ years, Previous role leading NextGen Analytics & Digital Transformation, Experience managing architecture for complex Big Data and EDW applications supporting Health Outcomes
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and your IT roadmap
Hi Naga Kiran,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading data and analytics at Centene, I wanted to ask about something we see come up a lot at managed care organizations operating at your scale. When a state Medicaid agency updates its required language for adverse benefit determination letters or notice of action documents, does your team still have to route that through a developer to update the template?<br><br>At organizations with millions of members across dozens of states, that bottleneck gets expensive fast. Every state has its own required language, its own formatting rules, its own timelines. When a change hits, someone has to track down the right template variant in a system only a developer can touch. And with a modernization initiative underway, that kind of dependency tends to surface as a blocker earlier than expected.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document template changes off the IT queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Naga Kiran,<br><br>Following up on what I sent about the template dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now.<br><br>What made the difference was that their compliance and ops teams could update member communications directly, without waiting on a developer. When a state agency changed a disclosure requirement, the change happened the same day.<br><br>For a plan operating across as many states as Centene does, that matters. NOAs, ABD letters, redetermination notices, these documents have hard deadlines and state-specific rules. On most legacy systems, a template change is a development project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Naga Kiran
Hi Naga Kiran,<br><br>Sent you a couple of notes about document infrastructure at Centene. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as the modernization work moves forward, feel free to reach out.
Proof: Optum managed 200+ templates including BCBS/Humana communications · Asset: CUSTOM1.PDF
Good to have you in the network, Naga.
I sent a few emails to you recently about the IT ticket bottleneck on template changes, so I won't rehash all of that here. At MHC we help health plans move template ownership to the business side so IT queues stop being the bottleneck on every communication update. Optum runs 200+ templates across BCBS and Humana communications through that model now.
If you're running into anything similar at Centene, worth a quick conversation to see if any of this is relevant?
Jamie
Rajiv Patel
Chief Transformation Officer
operations · c_level
active
secondary
🔗 connected
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: strategic transformation leader and recent return to Centene
Hooks: your recent appointment as Chief Transformation Officer following your tenure at Bluestone, focus on Quintuple AIM and improving care for complex populations, Centene's 2024 revenue growth to $154B necessitating scalable digital operations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and the Value Creation Plan
Hi Rajiv,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading transformation at Centene, I wanted to ask about something that comes up a lot in modernization programs at health plans your size. When teams are working through IT infrastructure overhauls, the document production layer tends to be the last thing anyone plans for and the first thing that creates friction.<br><br>At a plan with millions of Medicaid and Medicare members, that means Notice of Action letters, Adverse Benefit Determination notices, redetermination letters, Prior Authorization notices, and state-specific member communications all sitting on legacy infrastructure that only a developer can touch. A regulatory change from a state Medicaid agency triggers a developer project, not a same-day fix by the ops team that knows what the document should say.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get the document layer off your modernization backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Rajiv,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That kind of consolidation matters when you're operating across dozens of state Medicaid contracts, each with their own required language and formatting rules.<br><br>The reason it worked is that compliance and ops teams could make template changes directly, within controls IT set. The ticket never gets written because the people who own the content own the update.<br><br>With Centene's Value Creation Plan focused on margin expansion and IT infrastructure modernization, removing the developer dependency from day-to-day document changes is one of the faster wins available. State NOA requirements shift, a state Medicaid agency updates its adverse action notice language, and the change goes out the same day instead of queuing behind a sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing before I go quiet
Hi Rajiv,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Rajiv, good to have you in the network.
I sent a few emails recently around the document infrastructure gap in the modernisation work, so you may have some context already. At MHC we help health plans move template ownership off IT and to the business side, which tends to unblock a lot downstream. Natera got template turnaround from two and a half weeks down to two days once that layer was sorted.
Not sure where Centene is in the roadmap right now, but if any of this lands, feel free to reach out whenever.
Jamie
Lance Farris
Vice President, Data Engineering
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 5
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise data strategy and modernization
Hooks: your current leadership of the Teradata to Snowflake migration project with a $40M budget, leading Centene's efforts to meet CMS interoperability requirements and enhancing population health IT systems, spearheading the integration of data analytics with enterprise strategy and driving legacy system modernization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at Centene
Hi Lance,<br><br>Jamie here from MHC Automation.<br><br>Given your role in data engineering at Centene, I wanted to ask about something that comes up a lot at large managed care organizations. When your teams need to update member-facing documents like Notice of Action letters, Adverse Benefit Determination notices, or redetermination letters, does that still require an IT ticket and a developer to touch the template?<br><br>At Centene's volume, that dependency adds up fast. A state agency changes its required NOA language, or CMS updates a disclosure, and suddenly there's a queue of change requests sitting in engineering while compliance is waiting. Multiply that across your Medicaid plans in 30-plus states and it becomes a real operational drag.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the engineering queue and into the hands of the people who actually own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Lance,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and operations teams now make template changes directly, without routing through engineering first.<br><br>For a plan operating across dozens of states, that matters. When a state Medicaid agency updates its required language for an Adverse Benefit Determination letter, the team handling that program makes the change the same day. No ticket, no wait, no developer availability check.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Lance
Hi Lance,<br><br>Sent you a couple of notes about document template ops at Centene. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction given everything on your modernization roadmap, feel free to reach out.
Proof: Optum manages over 200 templates across BCBS and Humana plans using our platform · Asset: CUSTOM1.PDF
Hey Lance, appreciate you connecting.
I sent a few emails your way recently about the IT ticket bottleneck on template changes. Didn't want to just let the connection sit without saying something directly.
At MHC we help health plans move template ownership to the business side so changes stop sitting in a developer queue. Optum runs over 200 templates across BCBS and Humana plans on our platform, which gives you a sense of the scale it can handle.
Happy to reconnect here if the timing ever works.
Jamie
Kaiser Permanente
kp.org
· healthcare_medtech_pharma
· Oakland, US
Integrated nonprofit healthcare organization providing medical care and health insurance through a coordinated delivery system.
At the heart of health care, you’ll find Kaiser Permanente. As the nation’s leading not-for-profit, integrated health plan, we make a difference in the lives of members, patients, and communities across the country.
With 39 hospitals and more than 734 locations in eight states and the District of …
LinkedIn headcount: 135,546
Multiple technical profiles confirm usage of modern CCM stacks. Aanish Ford (Application Technical Lead at KP) confirms SmartCOMM (Thunderhead) usage. Rohith Varma K. (Senior Software Engineer at KP) lists CCM development in Quadient Inspire, SmartCOMM, and OpenText Exstream. Galina Silverman (Lead
LLM classification: Healthcare Payer HIGH
Tier 2 score 61
Jamie
5000_plus employees · 1b_plus
Technology & Competitors
Telehealth Platforms
HG Insights
Electronic Health Records (EHR)
HG Insights
Strategic Initiatives
- Expansion of value-based care footprint through Risant Health subsidiary, Strengthening Medicare performance and specialized dual-eligible programs
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Managed Care
Awareness: stage_2
Scale: mega — members 13.1 million
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- leadership_change: Mike Bowers named president of Kaiser Permanente Northern California.
- hiring: Active hiring for 'Data Reporting and Analytics Consultant V' and 'Senior Business Analyst' roles involving complex document and data workflow
- tech_migration: Consolidated 12 instances of Epic EHR into two markets (Northern and Southern California) to streamline clinical documentation and dat
CCM People Intelligence (from LinkedIn profiles)
2
Total CCM staff
2
Current
True
Contacts (9)
active: 6 completed: 3
6 active · 1 🔗
Connor Shea
Senior Director, Innovation, Business Development & Digital Health
operations · director
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Innovation leadership within Kaiser Permanente Washington and the focus on scaling digital health solutions.
Hooks: Your 5+ year tenure leading Innovation at KP Washington, your experience driving service design and digital health catalyst initiatives, recent KP updates regarding the 2026 expansion into Nevada and new self-service DME vendor transitions
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The tension between rapid digital health innovation and the rigid, legacy 'DocOps' systems that slow down member communication updates.
—
Reframe: Rather than defaulting to an enterprise-wide Epic communication module that may lack business-user agility, evaluate a self-service layer that allows your innovation team to test and iterate on member digital kits without an IT ticket.
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (reduced turnaround from 2.5 weeks to 2 days) | Allied Benefits (eliminated $4/doc cost on 1M+ comms). · Asset: GUC3E41.PDF
—
Duyen Nguyen
Vice President, Digital Strategy, Value & Transformation
operations · vp
active
secondary
⏳ pending
influencer
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: strategic digital transformation & operational efficiency
Hooks: Leadership in Digital Strategy, Value & Transformation at Kaiser Permanente since 2013, Extensive background in customer advocacy (eBay) and global operations (Yahoo), Focus on optimizing member experience through digital innovation and data-driven insights
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your digital roadmap
Hi Duyen,<br><br>Jamie here from MHC Automation.<br><br>Given your role in digital strategy and transformation at Kaiser Permanente, I wanted to ask about something that comes up a lot at health plans your size. As you're pushing modernization forward, is the document production layer keeping pace with the rest of that work, or does it keep showing up as a blocker?<br><br>At organizations running at Kaiser's scale, member communications touch enrollment, claims, care management, and compliance all at once. When a CMS requirement changes or a new program like your dual-eligible work under Risant rolls out, someone usually has to go find a developer to update the templates. That wait can stall what should be a fast operational move.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that friction on the document side of your transformation work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation
Hi Duyen,<br><br>Following up on what I sent about the document layer piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Before that, every template change was a developer project.<br><br>Natera cut their patient report turnaround from 2.5 weeks to 2 days. Different use case, but same root cause: the people who knew what the document needed to say weren't the ones who could change it.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls. Your compliance or ops team makes the update directly, same day, within the rules IT has already set.<br><br>With the Risant expansion and your Medicare and dual-eligible programs growing, the volume of member communications that have to go out accurately and on time is only increasing. That's where this kind of flexibility starts to matter a lot.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Duyen
Hi Duyen,<br><br>Sent you a couple of notes about document infrastructure at Kaiser Permanente. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction on your transformation roadmap, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Duyen, good to be connected.
Sent you a couple of emails recently about the document infrastructure gap in the modernisation work, so no need to rehash all of that here. At MHC we help health plans get template ownership off IT queues and onto the business side. Optum used that approach to manage 200-plus templates across their BCBS and Humana lines, and Natera cut cycle times from two and a half weeks to two days.
Given what you're driving at Kaiser, figured LinkedIn might be an easier place to have this conversation.
Worth a quick conversation to see if any of this is relevant?
Jamie
Gemma Tosto
Vice President, Applications Integration Training and Organizational Performance
operations · vp
active
secondary
⏳ pending
champion
seq 9
step 2/3
📋 GUC3E41.PDF
Angle: strategic oversight of administrative outputs and claims correspondence
Hooks: Leadership of Enterprise Claims and Provider Digital Platforms for 7,000+ employees, Previous oversight of Admin Outputs including EOBs, EOPs, and letter generation, Direct responsibility for Claims Correspondence and Provider Portal optimization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Kaiser
Hi Gemma,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing applications integration and organizational performance at Kaiser Permanente, I wanted to ask about something we see come up a lot at integrated health plans your size. When a claims correspondence template needs to change, does that still require an IT ticket and a developer before anything goes out to members?<br><br>At organizations with your volume, that bottleneck shows up in a few places: EOBs, EOPs, denial letters, prior authorization notices. A regulatory update or a CMS disclosure change hits, and the ops team knows exactly what needs to say what, but they're waiting on IT to touch the template. With millions of members across your plans, that wait has real consequences.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction between your business teams and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Operational bottleneck in claims correspondence and 'Admin Output' (EOBs/EOPs) where legacy template changes require IT tickets and stall member digital adoption.
Hi Gemma,<br><br>One more thought on the claims correspondence piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Allied Benefits went further and eliminated $4 per document in vendor fees by automating over 1 million annual communications across 250+ templates and 80+ plan variations.<br><br>The common thread: compliance and ops teams stopped waiting on developers to make template changes. When a CMS requirement shifted or a state disclosure updated, the people who owned the content made the change directly, with controls in place. For a plan operating at Kaiser's scale, that kind of speed matters, especially when denial letters and EOBs have to reach millions of members accurately and on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As you consolidate Epic EHR instances, the risk is 'architecture lock-in' where document composition remains a manual, IT-heavy friction point rather than a self-service business function.
Subject: One last resource, Gemma
Hi Gemma,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for payers like BCBS and Humana, while Allied Benefits eliminated $4/document in costs by automating 1M+ communications. · Asset: GUC3E41.PDF
Hey Gemma, glad to be connected.
I sent a few emails a few weeks back about the IT ticket bottleneck on claims correspondence and EOB template changes. Not sure if any of it landed, so figured I'd try here instead.
At MHC we help health plans get template ownership off IT queues and onto the business side. Optum used that approach to manage 200+ complex templates across payer lines including BCBS and Humana, and Allied Benefits cut $4 per document by automating over a million communications.
Happy to reconnect here if the timing ever works.
Jamie
Kevin Hart
Senior Vice President for Strategic Development and Technology, Northern California
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: strategic tech leadership and community impact
Hooks: your recent 2025 George Halvorson Community Health Leadership Award for bridging tech gaps, oversight of the Northern California Regional IT and Clinical Technology teams, mission to accelerate evidence-based technology adoption across KP's 21 hospitals in the region
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Kaiser
Hi Kevin,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing strategic technology at Kaiser Permanente Northern California, I wanted to ask about something we see come up a lot at integrated health systems your size. With your Medicare Advantage and dual-eligible programs scaling out, is your team still routing every member communication template change through IT before it goes out?<br><br>At your volume, that bottleneck compounds fast. EOBs, prior authorization notices, member welcome kits, enrollment confirmations — when CMS updates a disclosure requirement or a state changes its notice language, someone has to find the right template in a system only a developer can touch. That wait doesn't shrink just because the deadline doesn't move.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster on regulated member communications without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: platform_evaluation
Hi Kevin,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow now. Their compliance team makes changes directly instead of waiting on a developer.<br><br>That matters at Kaiser's scale. When CMS revises a disclosure requirement, or a state Medicaid agency updates its adverse action notice language, your team is looking at updates across dozens of template variants. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kevin
Hi Kevin,<br><br>Sent you a couple of notes about document infrastructure at Kaiser Permanente. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as your Medicare and dual-eligible programs keep expanding, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Hey Kevin, appreciate you connecting.
Sent you a few emails recently about the CCM evaluation piece I mentioned. At MHC we help health plans move template ownership to the business side and off IT queues. Natera took their document change cycle from two and a half weeks down to two days after making that shift, which tends to matter once an evaluation gets into the operational detail.
Not trying to pile on after the emails. Happy to reconnect here if the timing ever works.
Jamie
Neil Cowles
Senior Vice President and Chief Information and Technology Officer
engineering · c_level
active
secondary
🔗 connected
decision_maker
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: EHR consolidation success & member experience vision
Hooks: Consolidating 12 EHR instances into two across CA while maintaining 24/7 care delivery is a masterclass in architecture simplification., Your focus on removing friction for Kaiser’s 12.6M members aligns with the broader goal of making clinical systems a facilitator of care, not a hurdle.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and KP's modernization
Hello Neil,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT and technology at Kaiser Permanente, I wanted to ask about something that comes up a lot at health plans your size. With the EHR consolidation work behind you and Risant Health scaling up, is the document production layer keeping pace with the rest of your modernization roadmap?<br><br>What we typically see at large integrated plans is that member communications, regulatory notices, enrollment documents, and clinical correspondence all run through systems only a developer can touch. When something needs to change, whether it's a CMS disclosure update or a new notice format for your dual-eligible programs, the compliance or ops team writes a ticket and waits. At Kaiser's volume, with millions of members across your regional plans, that wait adds up.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked number one mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency on your document change workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: CCM as a technical debt bottleneck blocking digital transformation roadmaps.
Hello Neil,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types, with authorization letters, approval notices, and denial correspondence all running through one compliant workflow. Natera cut patient report turnaround from 2.5 weeks to 2 days.<br><br>The common thread is getting the developer out of the day-to-day change path. When a CMS requirement shifts or a new notice format is needed for your dual-eligible population, your compliance team makes the change directly, with approval workflows built in, and it goes out the same day.<br><br>That's what MHC NorthStar CCM does differently: the people who know what the document should say handle the update, without IT becoming the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Move beyond architecture lock-in and developer scarcity by empowering business users to manage document composition.
Subject: One last thing on document infrastructure
Hello Neil,<br><br>Sent you a couple of notes about the document infrastructure piece at Kaiser Permanente. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum manage over 200 complex templates for BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Neil, good to be connected.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you have some context already. At MHC we help health plans get template ownership off IT queues and onto the business side. Optum now manages over 200 complex templates for BCBS and Humana through that model, and Natera cut cycle times from two and a half weeks down to two days.
Not sure how live this is for Kaiser right now, but if any of this lands, feel free to reach out whenever.
Jamie
Jim Taravella
Executive Director Member Services
operations · vp
active
secondary
⏳ pending
champion
seq 5
step 2/3
📋 GUC3E41.PDF
Angle: Member Experience & Operational Standards
Hooks: Leadership of Member Service shared service organization, Background in Six Sigma and focus on national standards for customer service quality, Experience managing 12+ Epic EHR instance consolidations and large-scale member communications
posture: peer CTA: soft type: problem_first
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Subject: Member comms friction at Kaiser
Hi Jim,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing Member Services at Kaiser Permanente, I wanted to ask about something that comes up a lot at integrated health plans your size. When a CMS disclosure requirement changes or a benefit summary needs to go out, does your team have to route that through IT and wait on a developer to touch the template?<br><br>At a plan with millions of members across multiple regions, that wait creates real risk. Enrollment documents, EOBs, prior authorization notices — when those are tied to a developer queue, a routine update becomes a project. And during open enrollment or a regulatory deadline, that's a problem nobody wants to be managing.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your team get faster control over member-facing communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Operational friction in Member Services when IT ticket backlogs delay critical updates to member communications like EOBs and SBCs.
Hi Jim,<br><br>One more thought on the document update friction I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types — authorization letters, approval notices, denial correspondence — all running through one compliant workflow. Their compliance and ops teams make changes directly now, without waiting on IT. When CMS requirements shift, the update goes out the same day.<br><br>For a plan operating at Kaiser's scale, with Risant Health expanding the value-based care footprint and dual-eligible programs requiring state-specific notice language, that kind of flexibility matters. EOBs, SBCs, prior auth notices — those all have to be accurate, on time, and compliant across millions of members. On MHC NorthStar CCM, the people who know what the document should say are the ones updating it, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on developer cycles for every template tweak, empower the business units to own the document lifecycle directly.
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about member communications operations at Kaiser. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes ever become too much of a friction for your team, feel free to reach out.
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, and helped Natera reduce cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Jim, good to connect.
Sent you a few emails about the IT ticket backlog slowing down updates to member-facing documents like EOBs and SBCs. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help health plans get template ownership off the IT queue and into the hands of the business. Natera cut their document cycle time from 2.5 weeks to 2 days after making that shift, which is the kind of result that tends to matter in Member Services.
If any of this lands, feel free to reach out whenever.
Jamie
Austin G.
Senior Director VP, Insurance Technology & Operations
engineering · vp
completed
secondary
– none
● unknown
in Austin G.
decision_maker
seq 6
step 0/3
📋 GUC3E41.PDF
Angle: enterprise IT modernization lead for Life & Health operations
Hooks: your oversight of the technology roadmap for enrollment systems and claims processing at KP, your extensive background in digital transformation for multi-state Life & Health insurance, including your previous decade at Liberty National, modernizing core systems to align with long-term business goals for KP's insurance tech stack
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer and your Medicare build-out
Hi Austin,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing insurance technology at Kaiser, I wanted to ask about something that comes up a lot at integrated health plans your size. With your Medicare Advantage and dual-eligible programs growing through Risant Health, is the document production layer keeping pace with that expansion, or is it showing up as a bottleneck?<br><br>At your volume, we're talking millions of member communications. EOBs, ANOCs, prior authorization notices, denial letters, member welcome kits. When those all pull from different systems and templates can only be changed by a developer, a CMS disclosure update becomes a bigger project than it should be.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on member-facing document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Austin,<br><br>Following up on what I sent about the document layer and your Medicare build-out.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles template changes directly now, so the wait disappears when CMS updates a disclosure requirement.<br><br>Natera is a different use case but a similar pattern. They cut cycle times from 2.5 weeks to 2 days by removing the developer from the day-to-day change path.<br><br>With Kaiser's dual-eligible programs and Risant Health adding more plan complexity, the template maintenance problem compounds fast. More states, more regulatory variants, more document types that have to go out on time and accurate.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One last thing on doc infrastructure
Hi Austin,<br><br>Sent you a couple of notes about document infrastructure at Kaiser. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for payers like BCBS and Humana, while Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Hey Austin, appreciate the connect.
Sent you a few notes over email about the document layer blocking the modernisation roadmap. At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly. Optum handled 200+ complex templates across payers like BCBS and Humana through that same model, and Natera cut cycle times from two and a half weeks down to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Steve Barnert
Executive Director - IT Strategic Technology Services
engineering · director
completed
secondary
– none
● unknown
in Steve Barnert
decision_maker
seq 9
step 0/3
📋 GUC3E41.PDF
Angle: strategic technology lifecycle and digital friction reduction
Hooks: your role leading IT Strategic Technology Services and managing a $75M+ budget for application lifecycle management, your experience reducing technical debt and currency risk across the enterprise, the work your team did to reduce software delivery cycle time from 12 days to 3 for low-risk payloads
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at KP
Hi Steve,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing strategic technology services at Kaiser, I wanted to ask about something that comes up pretty consistently at integrated health plans your size. Is member document production one of those areas that keeps surfacing as a friction point in your technology lifecycle conversations?<br><br>At mega-scale plans, the document layer tends to accumulate quietly. EOBs, member notices, prior auth letters, enrollment communications — each one often tied to a different system, maintained by a developer, and hard to touch without a project. When Risant Health expands the footprint or CMS changes a disclosure requirement, that complexity compounds fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that kind of document friction across your member communications stack. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: technical_debt
Hi Steve,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow now. That kind of consolidation matters especially when your plan is absorbing new organizations through Risant Health and each one comes with its own document environment.<br><br>For a plan with Kaiser's dual-eligible programs and Medicare Advantage footprint, the stakes are real. CMS changes a disclosure requirement and someone has to update the right template in a system only a developer can touch. The wait disappears when the compliance team handles it directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_simplification
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at Kaiser. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Steve, appreciate the connection.
I sent a few emails recently about the technical debt sitting in document infrastructure, and figured LinkedIn might be a better place to continue the conversation. At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly. Natera got document turnaround from two and a half weeks down to two days after making that shift, which gives a sense of what's possible when that layer gets modernised.
Worth a quick conversation to see if any of this is relevant?
Jamie
Ryan Hodgin
Vice President - Enterprise Architecture, Technology Standards and Lifecycle Management
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 5
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise lifecycle management and tech standardization
Hooks: your focus on full-stack technology lifecycle management and modernization for KP's 100+ person EA org, experience leading multi-year transformation efforts to sunset legacy applications, recent consolidation of 12 Epic EHR instances into two primary markets
posture: peer CTA: soft type: problem_first
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Subject: Document layer and tech standardization
Hello Ryan,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture and technology lifecycle management at Kaiser Permanente, I wanted to ask about something that comes up often at health plans your size. Is the document production layer keeping up with the rest of your standardization efforts, or is it still running on older infrastructure that only a few developers can touch?<br><br>At mega-scale, that gap tends to show up the same way: member communications pull from enrollment, claims, pharmacy, and CMS reporting systems, and every template change requires someone with platform-specific knowledge to execute it. When you're running specialized programs like dual-eligible and Medicare Advantage at KP's volume, that developer dependency becomes a real constraint.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the technical lift on your architecture team when regulatory or program changes require document updates. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT architecture lock-in and developer scarcity for legacy CCM systems
Hello Ryan,<br><br>Following up on what I sent about the document layer piece.<br><br>Two examples worth sharing. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days.<br><br>In both cases the shift was the same: the compliance and ops teams started handling template changes directly, without writing a ticket. When CMS updates a disclosure requirement or a dual-eligible program notice has to go out across millions of members, the change happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: standardizing document architecture to eliminate the 'IT ticket for every change' bottleneck
Subject: One last thing, Ryan
Hello Ryan,<br><br>Sent you a couple of notes about the document infrastructure piece at Kaiser Permanente. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana and Natera cut delivery time from 2.5 weeks to 2 days · Asset: CUSTOM1.PDF
Hey Ryan, good to connect.
Sent you a few notes recently about the IT architecture lock-in and developer scarcity that tends to build up around legacy CCM systems. At MHC we help health plans move template ownership to the business side so those changes stop sitting in IT queues. Optum used that approach to manage 200+ templates across BCBS, Humana, and Natera, and Natera got delivery time down from two and a half weeks to two days.
Nothing more to add to the emails, just thought LinkedIn was a better place to have an actual conversation.
If any of this lands, feel free to reach out whenever.
Jamie
BetterLife
betterlifeins.com
· insurance
· Madison, US
A member-owned fraternal benefit society providing life insurance and annuities focused on community and social impact.
“A different kind of life insurance company. ”
BetterLife is a member-owned life insurance company that offers reliable protection, friendly service, & financial guidance, all with you and your loved ones in mind. We love what we do, and we are passionate about making a difference in our communities.
BetterLife is authorized to conduct business…
LinkedIn headcount: 330
No direct link found between BetterLife and Oracle Documaker, PlanetPress, or Elixir DPT. Tech stack includes Adobe Fonts and HubSpot, suggesting modern web-fronted tools but no confirmed legacy CCM presence.
LLM classification: Insurance HIGH
Tier 2 score 61
Chris
201_500 employees · 50_250m
Technology & Competitors
Adobe Fonts
HG Insights
HubSpot Forms
HG Insights
Strategic Initiatives
- Consolidation of CSA Fraternal Life into BetterLife operations, Expansion of scholarship programs and community member benefits
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Life & Fraternal
Awareness: stage_2
Scale: small — Benefit Members 64,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- Leadership Change: Chris Campbell appointed as Board Chair
- CEO
- and President
- bringing background from direct-to-consumer digital insurance (eFinancial).
Contacts (7)
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0 active · 0 🔗
Jake Illing
Director, Information Technology
engineering · director
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📋 CCM_Buyers_Guide.pdf
Angle: Life insurance technical leadership combined with your PMP and ITIL background suggests a focus on architectural efficiency and process governance.
Hooks: FLMI Level 1 certification indicating deep life insurance domain knowledge, Project Management Professional (PMP) and ITIL Foundation backgrounds, Leadership during the BetterLife transition and integration phase
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at BetterLife
Hi Jake,<br><br>Chris here from MHC Automation.<br><br>Given your role running IT at BetterLife, I wanted to ask about something that comes up pretty often with fraternal carriers your size. Does updating policyholder documents, things like policy contracts, beneficiary notices, or member correspondence, still require going through a developer every time?<br><br>At a lot of mid-market insurers, the answer is yes. A compliance team flags a change, it becomes an IT ticket, and it sits in a queue behind higher-priority work. With your team also absorbing the CSA Fraternal Life integration, I'd imagine developer capacity is stretched.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's something worth exploring. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for every policy contract or beneficiary notice update because legacy systems require developer resources that are increasingly scarce.
Hi Jake,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern. The insurer moves to MHC NorthStar CCM, the compliance and operations teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a team with your background, PMP and ITIL framing and all, that probably translates to: fewer tickets in the wrong queue, more developer capacity for the integration work that actually needs them.<br><br>Policy contracts, beneficiary notices, member communications, those don't need to be IT projects. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to a vendor-led 'cloud' upgrade that locks in the same architecture, evaluate a self-service model where business users own the templates, freeing your developers for higher-value DT projects.
Subject: One last thing, Jake
Hi Jake,<br><br>Sent you a couple of notes about document workflows at BetterLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or CCM processes become a friction point down the road, feel free to reach out.
Proof: MHC helps insurers like Guardian and Allstate modernize their document operations, and for mid-market leaders, we're ranked #1 by Aspire for customer communications management. · Asset: CCM_Buyers_Guide.pdf
Hey Jake, appreciated the connection.
Sent you a few emails about getting template changes off the developer queue at BetterLife. At MHC we help insurers move that ownership to the business side so IT isn't the bottleneck on every policy or beneficiary notice update. Guardian and Allstate use us for exactly that, and Aspire ranks us #1 in CCM for mid-market insurers if that's useful context.
Worth a quick conversation to see if any of this is relevant?
Chris
Don Nieland
Senior Vice President and Corporate Secretary
engineering · vp
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📋 UNLOCK1.PDF
Angle: Legacy technical leadership and merger integration experience
Hooks: Your 35-year tenure at Western Fraternal Life leading IT through the BetterLife merger, Experience managing policy contracts and member notices across transitioning systems, Overseeing corporate governance and infrastructure for a member-owned society
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT is likely still the bottleneck for every policy template change or dividend notice update, a common friction point in post-merger fraternal societies.
—
Reframe: Instead of waiting on developer cycles for simple text changes in welcome kits or premium notices, your team could offload template ownership to business users.
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate move from legacy IT dependency to business-user self-service, supported by Aspire as a #1 mid-market leader. · Asset: UNLOCK1.PDF
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Matt Mikulcik
Chief Operating Officer
engineering · c_level
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Angle: strategic operational transformation following leadership shifts
Hooks: Your focus on 'Building AI-Empowered Teams' and overseeing marketing, technology, and operations at BetterLife since Feb 2024., Managing complex document types like policy contracts and welcome kits in 18 states including recent Arizona expansion., Your deep background in data analytics from Citi and BMO applied to operational efficiency.
posture: peer CTA: soft type: problem_first
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Subject: BetterLife + document ops
Hi Matt,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at BetterLife, I wanted to ask about something we see come up a lot after operational consolidations like the one you're going through with CSA Fraternal Life. When member-facing documents like policy notices, premium statements, or benefit letters need updating, does that still require going through a developer or IT ticket to get a template changed?<br><br>With an expanded member base and new benefit programs to communicate, that kind of bottleneck gets expensive fast. Every update to a policyholder notice becomes a project instead of a task.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on member communications without pulling developers in for every change. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Every time a policy change or premium notice requires a template update, it shouldn't require a ticket to your tech team or a developer to navigate legacy code.
Hi Matt,<br><br>Following up on what I sent about document template changes at BetterLife.<br><br>We helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1M annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting their compliance and ops team out of the IT ticket queue for every change.<br><br>The pattern I see at fraternal benefit societies going through consolidation is similar: two organizations merge, the document infrastructure doubles in complexity overnight, and every policy notice or benefit letter still has to go through someone who knows the legacy system. When you're expanding scholarship programs and rolling out new member benefits on top of that, the pace of communications required doesn't match the pace of the process you have.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to the standard upgrade path of your current legacy systems, evaluate a self-service model where business users own the document logic, freeing your developers for strategic growth initiatives.
Subject: One last thing, Matt
Hi Matt,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you continue integrating CSA Fraternal Life, feel free to reach out.
Proof: We helped Allied Benefits eliminate $4 per document by automating over 1M communications, ensuring compliance without the IT bottleneck. · Asset: GUC3E41.PDF
Appreciate the connection, Matt.
Sent you a few emails about the template change bottleneck I mentioned, so I won't retread that ground. At MHC we help insurers get document changes off the IT queue so the business side owns them directly. Allied Benefits went through something similar and ended up automating over a million communications, cutting $4 per document while staying compliant without routing every update through a developer.
Given what's on your plate at BetterLife, that model might or might not fit. Worth a quick conversation to see if any of this is relevant?
Chris
Jake Manne
Senior Director, Member Engagement
operations · director
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Angle: Engagement-first leadership approach
Hooks: Background in community leadership and pastoral ministry focusing on volunteer management, Role at BetterLife focusing on membership expansion and retention, Recent transition to BetterLife spotlighted for enhancing member community spirit
posture: peer CTA: soft type: problem_first
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Subject: Document updates at BetterLife
Hi Jake,<br><br>Chris here from MHC Automation.<br><br>Given your role in member engagement at BetterLife, I wanted to ask about something we see come up a lot at fraternal insurers your size. When a policy notice or beneficiary document needs updating, does that still go through IT, or has your team found a way to handle it directly?<br><br>With the CSA Fraternal Life integration underway, I'd imagine the document side is getting more complicated, not less. More member segments, more template variants, more chances for something to be out of sync when a notice goes out.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is managing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every policy contract or beneficiary notice update
Hi Jake,<br><br>One more thought on the document update piece I mentioned.<br><br>Acuity and Guardian both run their policyholder communications on MHC. Between them, that covers 25+ insurers managing policy notices, member correspondence, and everything in between through one platform. The thing that changed for them was who makes the updates. Instead of routing every template change through a developer, the people who know what the document should say handle it directly, with controls in place.<br><br>For a fraternal insurer growing through consolidation, that matters. When you add a new member segment or adjust a scholarship benefit communication, you probably don't want that sitting in a ticket queue waiting on IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the approval workflows.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transition from IT-dependent legacy systems to business-user self-service for document templates
Subject: One last thing, Jake
Hi Jake,<br><br>Sent you a couple of notes about document infrastructure at BetterLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become a friction point as the CSA integration settles in, feel free to reach out.
Proof: Acuity and Guardian managed over 25+ insurers with MHC's platform, optimizing policy and member communications · Asset: UNLOCK1.PDF
Hey Jake, good to be connected.
Sent you a few emails about the IT ticket wait on policy and beneficiary notice updates. At MHC we help insurers move that template ownership to the business side so those changes stop sitting in a developer queue.
Acuity and Guardian have both used the platform to manage policy and member communications across their books, which is roughly the same territory you're working in at BetterLife.
Worth a quick conversation to see if any of this is relevant?
Chris
Chris Campbell
Board Chair, Chief Executive Officer, and President
executive · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: strategic merger integration & digital heritage
Hooks: Current 2025 merger with CSA Fraternal Life to scale footprint to 26 states, Background leading print-to-digital transformation at CNO Financial, Recent appointment to the American Fraternal Alliance Board (Dec 2025)
posture: peer CTA: soft type: problem_first
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Subject: BetterLife + CSA integration
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role leading BetterLife through the CSA Fraternal Life integration, I wanted to ask about something that comes up a lot when two organizations merge their operations. Is the document side of the house keeping up with everything else you're consolidating, or is it one of those things that keeps getting pushed down the list?<br><br>In our experience, policy communications, member benefit notices, and correspondence that used to live in two separate systems don't automatically merge cleanly. Someone on the business side wants to update a template and finds out it still requires a developer to touch the underlying system. That backlog tends to grow right when you need speed most.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side as you bring the two organizations together. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Chris,<br><br>One more thought on the document operations piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where business users handle template changes directly, without waiting on IT.<br><br>For a fraternal carrier managing member benefit notices, scholarship communications, and life and annuity correspondence across a newly merged membership base, that kind of flexibility matters. When something changes, whether it's a benefit update or a new program rolling out to members, the change happens the same day instead of waiting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: one last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document operations at BetterLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction as the CSA integration settles in, feel free to reach out.
Proof: MHC helps carriers like Optum and Allied Benefits eliminate IT bottlenecks and $4/doc costs through business-user self-service. · Asset: CCM_Buyers_Guide.pdf
Hey Chris, glad we're connected.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so figured I'd say hello here too. At MHC we help insurers move template ownership off IT and onto the business side. Allied Benefits used that shift to cut per-doc costs down to almost nothing and get changes out without a developer queue.
Given where BetterLife is heading, that infrastructure piece might be worth a look.
Worth a quick conversation to see if any of this is relevant?
Chris
Zach Snell
Senior Director, Sales Operations
operations · director
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📋 GUC3E41.PDF
Angle: document-heavy operational background and HubSpot implementation success
Hooks: your experience at Thrivent managing insurance illustrations and member mailings, leading the 23-day HubSpot implementation and lead routing design at BetterLife, your roots in Lean/Six Sigma methodology for process improvement
posture: peer CTA: soft type: problem_first
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Subject: Document ops at BetterLife
Hi Zach,<br><br>Chris here from MHC Automation.<br><br>Given your role in Sales Operations at BetterLife, I wanted to ask about something we see come up a lot at fraternal benefit societies your size. When a policy communication or member benefit document needs to change, does that still run through IT, or does your ops team have a way to handle it directly?<br><br>With the CSA Fraternal Life consolidation behind you, I'd imagine there's a growing library of member-facing documents across two sets of templates, two sets of standards, and probably more than one system keeping them alive. That kind of thing tends to surface fast when you're trying to move quickly on something like a scholarship program update or a new benefit notice.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see if any of what we do is relevant to where BetterLife is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Zach,<br><br>Following up on what I sent about document operations at BetterLife.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side manages templates directly instead of routing every change through a developer.<br><br>For a fraternal insurer that just absorbed another organization's operations, that kind of setup matters. When a member benefit notice or a policy document needs to reflect the new BetterLife brand or updated language, the people who know what it should say can make the change. IT stops being the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Zach
Hi Zach,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as BetterLife continues to grow, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Zach, appreciate you connecting.
I sent a few emails about the legacy document platform piece, so I won't retread that ground here. At MHC we help insurers move template ownership off IT and into the hands of business teams. One company we work with, Allied Benefits, was processing over a million customer communications and eliminated a $4 per document cost once they made that shift.
Given you're on the ops side at BetterLife, figured it was worth a different channel to see if any of it resonated.
Happy to reconnect here if the timing ever works.
Chris
Michelle Maffet
Vice President, Member Services
operations · vp
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Angle: BetterLife's 2020 merger legacy and specific document-heavy member services scope.
Hooks: Ongoing leadership over Member Services since the National Mutual Benefit and Western Fraternal Life merger into BetterLife, Management of policy contracts, beneficiary notices, and annual statements for 64,000+ members, Participation in the LIC Operations Committee focusing on industry-specific document efficiency
posture: peer CTA: soft type: problem_first
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Subject: Member comms after the CSA merger
Hi Michelle,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Member Services at BetterLife, I wanted to ask about something that comes up a lot at fraternal insurers your size. When a member update needs to go out, like a beneficiary notice or a policy change confirmation, does your team have to wait on IT to touch the template before anything can move?<br><br>For a lot of Member Services teams, that wait is the norm. Someone flags a change, a ticket gets written, and the update sits in a developer queue for days or weeks. With BetterLife having absorbed CSA Fraternal Life's operations, I'd imagine the volume of member-facing documents only went up, which makes that kind of lag harder to absorb.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without the back-and-forth with IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy document systems often force Member Services to wait on IT for even minor template updates to beneficiary notices or policy changes, creating a service bottleneck.
Hi Michelle,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that stuck with me: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> was processing over 1 million annual member communications across 250+ templates and 80+ plan variations. They were paying around $4 per document in vendor fees on top of dealing with slow change cycles. After moving to MHC NorthStar CCM, their ops team could update templates directly, and the per-document cost disappeared.<br><br>Separately, Natera cut their turnaround on template changes from 2.5 weeks to 2 days. Different industry, but the same problem: every change required a developer, and that created a hard ceiling on how fast the team could respond.<br><br>The pattern I see at fraternal insurers post-merger is that document infrastructure tends to get inherited rather than rebuilt. So you end up with two organizations' worth of templates, some overlap, some gaps, and the same IT bottleneck sitting in the middle of all of it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of accepting IT dependency as the status quo for statement generation, evaluate if your platform should enable business-user self-service to improve agility post-merger.
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document infrastructure at BetterLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction point, feel free to reach out.
Proof: Helped Allied Benefits eliminate $4 per document by streamlining 1M+ communications and empowered Natera to reduce template change cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Michelle, appreciate you connecting.
Sent you a couple of emails about the template change bottleneck on the Member Services side, specifically notices and policy updates sitting in IT queues. At MHC we help health plans move that ownership to the business team directly.
Seen it move the needle at places like Allied Benefits and Natera, where template cycles dropped from weeks to days once the dependency was removed.
If any of this lands, feel free to reach out whenever.
Chris
The Health Plan
healthplan.org
· healthcare_medtech_pharma
· Wheeling, US
A community-focused health maintenance organization providing managed care products and services to members across the mid-Atlantic region.
“Helping members get healthier while helping employers provide high-quality health coverage.”
The Health Plan is a clinically-driven, technology-enhanced, and customer-focused health maintenance organization that manages and improves the health and well-being of its members.
Established in 1979, the West Virginia-based company, with offices in Wheeling, Charleston and Morgantown, WV and Ma…
LinkedIn headcount: 360
A technical profile for Chris Sommer (Configuration Specialist) at The Health Plan explicitly associates him with PlanetPress and NEC PBX.
LLM classification: Healthcare Payer HIGH
Tier 2 score 56
Jamie
⭐ PlanetPress
501_1000 employees · 50_250m
Technology & Competitors
Microsoft Outlook
HG Insights
Microsoft Exchange Online
HG Insights
Strategic Initiatives
- Expanding consumer-driven health plan offerings integrated with self-funded plan designs.
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: member_experience
Sub-vertical: HMO / Managed Care
Awareness: stage_2
Scale: mid — lives managed 212,000
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- Technology Update: THP is upgrading MyPlan platform login experience to require Multi-Factor Authentication (MFA) effective February 10
- 2026.
- Hiring: Seeking a Medicare Document Coordinator in Wheeling
- WV to manage correspondence and software programs for Medicare documents.
- Leadership: Ken Bryan identified as CIO
- +1 more
Contacts (6)
active: 5 queued: 1
5 active · 0 🔗
David Flatley
Marketing Director
operations · director
active
secondary
⏳ pending
influencer
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: PlanetPress sunset + Marketing owner of member experience
Hooks: Current Marketing Director at The Health Plan leading member communications strategy, Role overseeing the MyPlan platform upgrade and MFA transition by August 2025, Directly listed as the primary media and communications contact in THP's press kit
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform sunset, The Health Plan
Hi David,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing marketing at The Health Plan, I wanted to ask about something that's been coming up a lot lately. With PlanetPress reaching end of life, has your team started evaluating what comes next for member communications, or is that still in the planning stage?<br><br>The reason I ask is that marketing teams are often the ones who feel it most. When the platform goes away, someone has to figure out how to keep EOBs, member notices, enrollment documents, and regulatory letters going out on time and on brand. That's not a small lift, especially if those templates currently live in a system that needs a developer to touch them.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team stay in control of member communications through the transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: eol_deadline
Hi David,<br><br>Following up on what I sent about the platform transition.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance and ops teams handle changes directly now. IT stops being the bottleneck, and updates happen the same day they're needed.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>For a marketing director, that matters especially when a regulatory notice or a member communication tied to your self-funded plan offerings has to go out fast and accurate. The people who know what the document should say are the ones making the update.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing on CCM, David
Hi David,<br><br>Sent you a couple of notes about the document platform piece at The Health Plan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and eliminated the IT ticket bottleneck while ensuring compliance for BCBS/Humana communications. · Asset: GUC3E41.PDF
Hey David, appreciated you connecting.
Sent you a few emails recently about the platform end-of-life question I raised. Figured I'd try here since email threads have a way of disappearing.
At MHC we help health plans move template ownership to the business side so document changes stop sitting in IT queues. Optum got there with 200+ templates while keeping compliance intact for their BCBS and Humana communications.
Not sure where The Health Plan sits on any of this, but if any of this lands, feel free to reach out whenever.
Jamie
Ken Bryan
Chief Information Officer
engineering · c_level
active
secondary
⏳ pending
decision_maker
seq 6
step 2/3
📋 GUC3E41.PDF
Angle: strategic technical debt management
Hooks: Your 30-year veteran perspective on IT strategy at THP, Mention of current project upgrading MyPlan platform and MFA security (2025 roadmap), Reference to hiring for Medicare Document Coordinator in Wheeling to handle member correspondence
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform timing, Ken
Hi Ken,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at The Health Plan, I wanted to ask something that's coming up a lot in managed care right now. Your document platform vendor announced they're sunsetting the product. Has your team started evaluating alternatives, or is it still in the planning stage?<br><br>The reason I ask: most IT leaders we talk to in this situation default to whatever the vendor recommends next. That path is predictable, but it's also when the most interesting alternatives are on the table. Once you're mid-migration, the conversation closes.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help you make a clear-eyed decision before the window narrows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: eol_deadline
Hi Ken,<br><br>Following up on what I sent about your document platform transition.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow.<br><br>The part that usually surprises IT leaders is what happened after. Their compliance and ops teams started managing template changes directly, without opening a ticket. When a regulatory notice had to go out across millions of members, the change happened the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls and approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect, evaluate alternatives
Subject: One last thing, Ken
Hi Ken,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Allied Benefits ($4/doc eliminated) · Asset: GUC3E41.PDF
Hey Ken, appreciate you connecting.
Sent you a few emails recently about the platform end-of-life question I raised. Figured LinkedIn might be a better place to actually have a conversation.
At MHC we help health plans move off legacy document platforms before the clock runs out. Optum migrated 200-plus templates across their BCBS and Humana lines without the rebuild overhead most teams dread going in.
Worth a quick conversation to see if any of this is relevant?
Jamie
Humayoon Khan
Expert in SQL Server & ETL Solutions
engineering · manager
queued
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: SQL infrastructure and PlanetPress sunset alignment
Hooks: Experience leading ETL and SQL Server database solutions to automate data workflows at THP, Focus on healthcare cost models and actionable insights for medical and pharmacy claims, The upcoming upgrade of the MyPlan platform to MFA in August 2025
posture: peer CTA: medium_direct type: problem_first
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Subject: document platform sunset, THP
Hi Humayoon,<br><br>Jamie here from MHC Automation.<br><br>I saw that you're leading SQL and ETL work at The Health Plan, and given your role in the data and systems side of things, I wanted to ask about something that comes up a lot at payer organizations your size. With your document platform vendor moving toward end of life, has your team started evaluating where things like EOBs, ANOCs, denial letters, and CMS notices go from here?<br><br>The reason I ask is that the migration decision usually lands on someone who understands the data layer, and the path forward isn't always obvious. Your document platform vendor's own upgrade path is one option, but it's not the only one, and a lot of teams don't realize that until they're already mid-process.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: eol_deadline
Hi Humayoon,<br><br>One more thought on the document platform migration piece I mentioned.<br><br>Optum went through something similar, consolidating 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. What made it work was that their compliance and ops teams could make template changes directly, without routing every update through a developer.<br><br>That matters a lot when a CMS disclosure requirement changes and it has to hit member communications like ANOCs, EOBs, and SBCs across your full membership fast. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect
Subject: one more thing, Humayoon
Hi Humayoon,<br><br>Sent you a couple of notes about your document platform situation at The Health Plan. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction as you move through the migration, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Humayoon, glad you connected.
I sent a few emails recently around the platform end-of-life question I raised, so you've got some context on where we're coming from. At MHC we help health plans move template ownership off IT and onto the business side when legacy platforms hit their limits.
One thing that stood out from a recent engagement: Natera cut document turnaround from two and a half weeks down to two days after making the switch.
Worth a quick conversation to see if any of this is relevant?
Jamie
Robert Roset
Senior Vice President, Information Systems
engineering · vp
active
secondary
⏳ pending
decision_maker
seq 9
step 2/3
📋 CUSTOM1.PDF
Angle: eol_deadline
Hooks: Current SVP of IS at The Health Plan (THP) in Wheeling, overseeing the tech stack behind MyPlan and member portals., Extensive tenure at THP, scaling IT from Director level to executive leadership., Direct oversight of document-heavy operations like EOBs, ANOCs, and CMS-required correspondence.
posture: peer CTA: medium_direct type: differentiation_led
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Subject: Document infrastructure at The Health Plan
Hi Robert,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Information Systems at The Health Plan, I wanted to ask about something we're hearing a lot right now across managed care organizations. With PlanetPress entering its sunset phase, is your team actively evaluating what comes next, or is it still in the early planning stages?<br><br>The reason I ask: most IS teams we talk to are getting pressure to migrate before support ends, but the default path usually means landing on OL Connect, which carries its own technical debt. It ends up feeling less like an upgrade and more like a lateral move with a bigger bill.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a better path forward for your member communications architecture. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress has entered its sunset phase, and the clock is ticking for THP's member document architecture. Sticking with the status quo often means a forced migration to OL Connect, which carries significant technical debt risk for your Information Systems team.
Hi Robert,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Allied Benefit Systems was processing over 1 million annual communications across 250+ templates and 80+ plan variations. They were paying roughly $4 per document in vendor fees. After moving to MHC NorthStar CCM, that cost disappeared.<br><br>What made the difference was that their ops team stopped waiting on developers for every template change. The people who needed to update documents were able to do it directly, with controls in place. Changes that used to take days happened the same day.<br><br>For a team managing something like consumer-driven health plan documents and self-funded plan designs across multiple configurations, that kind of flexibility matters, especially when a regulatory notice or enrollment document has to go out fast and accurately across your full member base.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't treat the PlanetPress EOL as a routine upgrade. It's a strategic moment to evaluate whether your next platform will continue to bottleneck your developers or finally enable business users to own template changes for SBCs and ID cards without a ticket.
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about the PlanetPress sunset and what it means for The Health Plan's document infrastructure. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as the EOL deadline gets closer, feel free to reach out.
Proof: MHC helped Allied Benefit Systems eliminate $4/doc in operational costs while managing over 1M communications. For a mid-market payer like THP, we offer a dedicated path away from legacy PlanetPress constraints without the developer-heavy burden of typical upgrades. · Asset: CUSTOM1.PDF
Hey Robert, appreciate the connection.
Sent you a few emails about the PlanetPress sunset and what that migration decision looks like for a health plan your size. At MHC we help payers move off legacy document platforms without landing in another IT-heavy rebuild. Allied Benefit Systems cut $4 per document in operational costs across over a million communications doing exactly that, and they weren't a massive enterprise operation either.
The forced OL Connect path carries more technical debt than most IS teams want to absorb mid-roadmap.
Worth a quick conversation to see if any of this is relevant?
Jamie
Neal Ford
Vice President, Clinical Initiatives
operations · vp
active
secondary
⏳ pending
influencer
seq 8
step 2/3
📋 GUC3E41.PDF
Angle: PlanetPress sunset + clinical documentation coordinator hiring
Hooks: Mentioning their recent search for a Medicare Document Coordinator in Wheeling to manage critical correspondence., referencing THP's current PlanetPress environment and the upcoming vendor sunset deadline., Noting the MyPlan platform upgrade to MFA as a sign of their active digital modernization roadmap.
posture: peer CTA: medium_direct type: problem_first
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Subject: Document platform transition, The Health Plan
Hi Neal,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing clinical initiatives at The Health Plan, I wanted to ask about something that keeps coming up at managed care organizations right now. Your document platform vendor has announced they're sunsetting the product. Was curious if your team has started evaluating alternatives or if it's still in the planning stage.<br><br>The reason I ask: when a CCM platform hits end-of-life, most organizations find out the hard way that their options have narrowed. The vendor's own migration path often ends up being the default, not because it's the best fit, but because nobody had bandwidth to look at anything else before the deadline.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team stay ahead of that transition timeline. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: eol_deadline
Hi Neal,<br><br>Following up on what I sent about the platform transition piece.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Before that, their teams were waiting on developers for every template change.<br><br>Natera cut their patient report turnaround from 2.5 weeks to 2 days using a similar approach. The compliance and ops teams started managing templates directly, without having to open a ticket first.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect
Subject: One resource before I go quiet
Hi Neal,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Neal, appreciate you connecting.
I sent a few emails recently about the platform end-of-life question I raised, and figured LinkedIn was worth a try since you're still in the mix.
At MHC we help health plans get off legacy document platforms before the clock runs out. Optum moved 200+ templates across their BCBS and Humana lines through us, and Natera cut template turnaround from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Michael Belmont
Director - EDI
engineering · director
active
secondary
⏳ pending
decision_maker
seq 7
step 2/3
📋 GUC3E41.PDF
Angle: recent_promotion_and_platform_modernization
Hooks: Promoted to Director of EDI at THP in July 2025, Experience with MyPlan platform upgrade to MFA by August 2025, Extensive technical background at HealthSmart before returning to THP
posture: peer CTA: medium_direct type: problem_first
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Subject: EDI and member docs at The Health Plan
Hi Michael,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing EDI at The Health Plan, I wanted to ask about something we see come up a lot at managed care organizations your size. With Microsoft moving away from some of its legacy connectivity and document tooling, has your team started evaluating what that means for member-facing document workflows, or is that still in the planning stage?<br><br>A lot of the health plans we talk to are in a similar spot. The EDI layer is solid, but the document production side, things like EOBs, member notices, enrollment confirmations, ends up being the harder conversation because it touches so many systems.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get ahead of that evaluation. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: eol_deadline
Hi Michael,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that comes to mind: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They were paying around $4 per document in vendor fees before moving to MHC. That cost disappeared once their ops team could manage templates directly, without waiting on a developer for every change.<br><br>That's especially relevant when you're expanding consumer-driven and self-funded plan designs. More plan variations means more document variants, and on most legacy systems that means more IT work, not less.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_alternatives_vs_ol_connect
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at The Health Plan. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Michael, appreciate the connect.
Sent you a few emails recently around the platform end-of-life question I raised. Figured LinkedIn might be an easier place to pick that up if the inbox got busy.
At MHC we help health plans move template ownership off IT queues so the business side can make changes without a developer in the loop. Allied Benefits ran over a million communications through it and knocked out a $4-per-doc cost completely.
If any of this lands, feel free to reach out whenever.
Jamie
GuideWell
guidewell.com
· insurance
· Jacksonville, US
A mutual holding company operating a family of health insurance, clinical care, and administrative service firms.
Research indicates a high-cost custom-built legacy stack was replaced/migrated starting in 2016, with current focus on AI-powered conversational platforms (Kore.ai) and CRM (Salesforce) for member engagement. No specific legacy CCM vendor (Documaker/PlanetPress/Elixir) was corroborated in recent rec
Tier 2 score 51
Chris
1001_5000 employees · 1b_plus
Technology & Competitors
Optum Rx
HG Insights
WebTPA
HG Insights
Strategic Initiatives
- Responsible AI integration for improving healthcare member experiences and administrative efficiency, Expanding whole-person care delivery through the Sanitas medical center alliance
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: mega — members 6 million
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Leadership Change: Brian Pieninck appointed President and CEO of GuideWell/Florida Blue
- succeeding Pat Geraghty effective Jan 2026.
- Leadership Change: GuideWell Source CEO Harvey Dikter announced retirement effective later in 2026.
- Growth/Innovation: Svetlana Bender
- VP of AI & Behavioral Science
- +2 more
Contacts (9)
completed: 7 queued: 2
0 active · 0 🔗
Tim Moylan
Chief Information Officer and Security Officer
engineering · c_level
completed
secondary
– none
● unknown
in Tim Moylan
decision_maker
seq 59
step 0/3
📋 CUSTOM1.PDF
Angle: enterprise modernization & epic deployment
Hooks: successful on-time and under-budget Epic EMR implementation, 2024 Circle of Excellence Award for deployment of MyChart, commitment to retiring obsolete platforms while modernizing infrastructure
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at GuideWell
Hi Tim,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at GuideWell, I wanted to ask about something that comes up a lot with health plan enterprises your size. Is the document composition layer keeping pace with the rest of your modernization efforts, or is it still a developer-dependent system that requires IT involvement for every template change?<br><br>What we typically see at large Blues plans is that member-facing communications sit on platforms built for a different era. Every change to a notice, an EOB, or an enrollment document requires someone with platform-specific knowledge to touch it. When you're also trying to integrate AI workflows and expand care delivery infrastructure, that kind of bottleneck tends to absorb engineering capacity that should be going elsewhere.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: technical debt: developer scarcity, integration burden, migration risk, architecture simplification
Hi Tim,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>Wanted to share a relevant example. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and operations teams now handle template updates directly, without routing changes through a developer.<br><br>That matters at your scale because when a regulatory disclosure requirement changes, or a CMS notice format gets updated, the change has to propagate across your member base fast. On most legacy CCM platforms, that's still a developer project. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>Given the AI and modernization work you're driving at GuideWell, I'd imagine reducing integration surface area on the document layer is at least on the radar. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to standard vendor upgrades, evaluate architecture simplification vs. lock-in risk
Subject: One last thing, Tim
Hi Tim,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you push the modernization roadmap forward, feel free to reach out.
Proof: Optum managing 200+ complex templates like BCBS/Humana communications · Asset: CUSTOM1.PDF
Hey Tim, glad we're connected.
Sent you a few notes recently about the developer scarcity and integration burden side of document infrastructure. At MHC we help health plans move template ownership off IT queues so architects aren't carrying that maintenance weight. Optum got there with 200+ complex templates across their BCBS and Humana communications, which gives you a sense of the scale it can handle.
Given where GuideWell is on the architecture side, it might be worth a look, or it might not be the right moment.
If any of this lands, feel free to reach out whenever.
Chris
Bas Ursem
Chief Information Officer
engineering · c_level
completed
secondary
⏳ pending
● unknown
in Bas Ursem
decision_maker
seq 59
step 2/3
📋 GUC3E41.PDF
Angle: strategic bridge-builder and M&A integration expert
Hooks: your reputation as a different kind of IT guy who builds bridges between tech and business users, experience leading IT integrations post-M&A like Arizona Chemical, honored as Jacksonville Tech Leader of 2020
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at GuideWell
Hi Bas,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at GuideWell, I wanted to ask about something that comes up a lot at health plans your size. With your member base and the complexity of running a mutual holding company across multiple entities, does updating member-facing communications still require going through a developer every time a change needs to happen?<br><br>What we usually see is that the document layer gets left behind when everything else modernizes. Enrollment documents, regulatory notices, member correspondence — they're pulling from multiple systems, and a single required update turns into an IT project. At your scale, that adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your member communications workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Bas,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence — all running through one compliant workflow. That kind of consolidation matters when you're operating across multiple entities the way GuideWell does.<br><br>The way it worked: their compliance and ops teams started managing templates directly. IT stopped being the bottleneck for every change. When a regulatory notice requirement shifted, the people who needed to update it could do it the same day.<br><br>That's what MHC NorthStar CCM does differently — it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Bas
Hi Bas,<br><br>Sent you a couple of notes about document infrastructure at GuideWell. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) · Asset: GUC3E41.PDF
Bas, saw you connected and figured I'd say hello over here since the emails didn't spark anything.
At MHC we help health insurers move template ownership off IT and onto the business side. The legacy document platform piece I mentioned is something we've been working through with a few GuideWell-scale organizations. Optum moved 200+ templates across their BCBS and Humana lines through us, and most of that work landed with operations, not IT.
Happy to reconnect here if the timing ever works.
Chris
Tod Carrier
VP, Information Technology (Data Platform / Enterprise Architecture)
engineering · vp
completed
secondary
⏳ pending
● unknown
in Tod Carrier
decision_maker
seq 60
step 2/3
📋 GUC3E41.PDF
Angle: enterprise architecture alignment with digital transformation
Hooks: Appointed leadership under Brian Pieninck focuses on a people-centered health system, 2025 Impact Report highlights enhancing digital tools for member ID cards and personalized support, Focus on data platform and enterprise architecture at GuideWell Source
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at GuideWell
Hi Tod,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise architecture at GuideWell, I wanted to ask about something we see come up a lot at health plans your size. Does updating member-facing documents still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At organizations running large member bases, that dependency tends to become a real problem. Compliance needs to update a notice, marketing needs to adjust a letter, ops needs to change an enrollment document. Every change routes back to IT. The queue builds up. The business side waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Tod,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance and ops teams handle template changes directly now. IT stops being the bottleneck for every document update.<br><br>That matters especially when a regulatory change has to reach your full member base fast. On most legacy document systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to reduce technical debt
Subject: One last thing, Tod
Hi Tod,<br><br>Sent you a couple of notes about document infrastructure at GuideWell. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Tod, appreciated the connection.
Sent you a few notes about the IT ticket bottleneck on template changes, so you've seen the general idea. At MHC we help health plans and insurers move template ownership to the business side so changes stop queuing through architecture and dev teams. Optum got there with 200-plus templates across their BCBS and Humana lines, and Natera cut change turnaround from two and a half weeks to two days.
Happy to reconnect here if the timing ever works.
Chris
Kristen Anderson
Senior Director, Strategic Communications & Reputation
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic enterprise communication overhaul
Hooks: Your recent promotion to Senior Director of Strategic Communications & Reputation in March 2026, Leading the 'GuideWell Now' internal newscast and 'Well Said' podcast, Your focus on redesigning Enterprise Communications to be a reputation and narrative driver for Florida Blue and Triple-S
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency for template changes
—
Reframe: business-user self-service
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana with 2-day turnaround. · Asset: GUC3E41.PDF
—
Steve Gerrish
Director, Corporate Communications & Marketing
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: GuideWell/FHCP's recent leadership transitions and focus on people-centered digital health transformation.
Hooks: His recent quote regarding the 40 Under Forty awards for FHCP staff like Evan Birchfield, The transition of Tracy Williams to permanent CEO at FHCP following leadership changes across GuideWell, Alignment with GuideWell's 2025 Impact Report goals for a 'more connected' health system
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: general_legacy_pain
—
Reframe: self-service alternative
Subject: —
—
Proof: Optum managed 200+ templates and massive enrollment volumes, while Allied Benefits eliminated $4 per document costs. · Asset: GUC3E41.PDF
—
Amish Patel
Senior Vice President and Chief Information Officer
operations · c_level
queued
secondary
– none
✉ amish.patel@guidewell.com
● valid
influencer
seq 64
step 0/3
📋 GUC3E41.PDF
Angle: Recent appointment (Feb 2026) as CIO to lead GuideWell’s digital foundation and AI-enabled innovation, focusing on reducing administrative burden and modernizing core healthcare operations.
Hooks: Recognition as 2025 CIO of the Year (Super Global Category) at the ORBIE Awards., Vision for 'invisible' technology enablers and agentic workflows to transform member health access., Previous experience leading large-scale platform modernization at Elevance Health and Aflac.
posture: peer CTA: soft type: problem_first
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Subject: Document layer blocking your AI roadmap?
Hi Amish,<br><br>Chris here from MHC Automation.<br><br>Congratulations on the CIO appointment. Reducing administrative burden and modernizing core operations is a big mandate, and I wanted to reach out because the document infrastructure layer is one that tends to slow that work down in ways that aren't always obvious until you're mid-rollout.<br><br>For a health enterprise at GuideWell's scale, member communications like EOBs, prior auth notices, enrollment documents, and regulatory notices often pull from multiple systems across your member base. When a compliance requirement changes or a new plan variation goes live, someone in IT has to touch a template that shouldn't require a developer to update.<br><br>That's the friction we see stall modernization timelines at companies your size. The AI and automation work moves forward, but the document layer stays frozen.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what you're building at GuideWell. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Modernization gaps: legacy systems blocking the digital transformation roadmap and creating a high 'administrative burden' for members and providers.
Hi Amish,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Cycle times for critical member communications dropped from weeks to days.<br><br>The reason that mattered: their compliance team could make template changes directly, without waiting on a developer who understood the legacy system. When a regulatory change hit, the update happened the same day instead of sitting in a queue.<br><br>For GuideWell, with the scope of what you're managing across Florida's Blue Cross Blue Shield membership, that kind of turnaround on member-facing documents could meaningfully reduce the administrative overhead you're working to clear.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Technology should be an invisible enabler, but legacy document stacks often require heavy IT intervention, becoming a visible bottleneck for innovation.
Subject: One last thing, Amish
Hi Amish,<br><br>Sent you a couple of notes about the document infrastructure layer at GuideWell. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition and member communications become a friction point as you build out GuideWell's digital foundation, feel free to reach back out.
Proof: Optum transitioned 200+ complex templates (BCBS/Humana) from legacy systems to MHC, reducing cycle times for critical member communications from weeks to days. · Asset: GUC3E41.PDF
Appreciated the connect, Amish.
Sent you a few emails recently around the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try since those landed quietly. At MHC we help health plans move template ownership off IT queues so the business side can manage member communications directly. Optum made that shift across 200+ complex templates from their BCBS and Humana books, cutting cycle times on critical member communications from weeks to days.
Given what GuideWell is working through on the digital transformation side, that may or may not be relevant to where you are right now.
Happy to reconnect here if the timing ever works.
Chris
Kim Kelly
Sr. Director of Product Solutions and Operations
operations · director
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: Medicare product portfolio lifecycle & regulatory compliance
Hooks: Your leadership in overseeing Florida Blue's full Medicare product portfolio and ensuring compliant product launches for Medicare Advantage., Managing the production and rollout of thousands of member materials annually under tight CMS deadlines earlier in your career., The transition of GuideWell leadership under Brian Pieninck and the 2025 Impact Report's focus on a 'people-centered health system' and digital innovation.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: general_legacy_pain
—
Reframe: legacy_blocking_roadmap
Subject: —
—
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
—
Peter Serio
Chief Customer Officer
operations · c_level
completed
secondary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Customer experience modernization and digital simplification at GuideWell.
Hooks: Leadership in 'people-centered health system' impact initiatives, Focus on reducing complications in the health care process for GuideWell customers, Experience bridging product innovation and customer engagement strategy
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Legacy document processes like EOBs and SBCs creating friction in the customer journey and delaying digital transformation roadmaps.
—
Reframe: Instead of a bottleneck, document operations should be a self-service asset for business users to ensure member communications like enrollment packets and welcome kits are delivered without IT tickets.
Subject: —
—
Proof: MHC helped Optum manage 200+ templates for BCBS and Humana, while Allied Benefits eliminated $4 per document through optimized communications. · Asset: GUC3E41.PDF
—
Anne Hoverson
VP, Digital Transformation
operations · vp
queued
secondary
– none
✉ anne.hoverson@guidewell.com
● valid
influencer
seq 63
step 0/3
📋 GUC3E41.PDF
Angle: Alignment with Florida Blue's 'people-centered' digital health strategy and AI-driven member experience initiatives.
Hooks: Recognition for prioritizing safe AI and using digital tools to help members better understand benefits and bills., Focus on removing barriers to virtual care as highlighted in your 'Keeping Members Appy' commentary., Recent GuideWell 2025 Impact Report's emphasis on building a people-centered digital health system.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and digital transformation
Hi Anne,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital transformation at GuideWell, I wanted to ask about something we see come up a lot at health plans your size. When you're pushing a people-centered digital experience forward, is the document production layer keeping up with the rest of the roadmap?<br><br>What I mean is: EOBs, SBCs, member notices. These are often the highest-volume touchpoints a member has with a health plan. But at most large insurers, a compliance change or a brand update to any of those still requires an IT ticket and a wait. The business side has to get in line behind every other development priority.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see if any of this connects to what you're working on. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>Chris<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Modernization gaps where legacy document processes (EOBs, SBCs, and bills) block the broader digital transformation roadmap and member experience goals.
Hi Anne,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> used MHC to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Separately, Natera cut their document cycle time from 2.5 weeks to 2 days by moving template ownership to the business side.<br><br>The pattern in both cases was the same: once the people who know what the document should say are the ones making the change, the wait disappears. For a plan at GuideWell's scale, that matters most when a regulatory notice has to reach your full member base fast, or when a CMS requirement changes ahead of open enrollment and every SBC and ANOC has to go out accurate and on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Chris
Reframe: Legacy CCM architecture shouldn't be a liability; moving beyond IT-dependency for every template change to enable business-user self-service.
Subject: One last thing, Anne
Hi Anne,<br><br>Sent you a couple of notes about the document infrastructure piece at GuideWell. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction point, feel free to reach out. Happy to reconnect whenever the timing makes sense.<br><br>Chris
Proof: MHC helped Optum manage 200+ complex templates for BCBS and Humana, while Natera reduced document cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Anne, good to be connected.
Sent you a couple of emails recently about the document infrastructure gap sitting inside modernisation work, specifically where EOBs, SBCs, and bills become a bottleneck against broader member experience goals.
At MHC we help health plans get template ownership off IT queues and onto the business side. Natera cut document cycle times from 2.5 weeks to 2 days after making that shift, and Optum now manages 200+ complex templates for BCBS and Humana through the same approach.
Worth a quick conversation to see if any of this is relevant?
Chris
Ameritas
ameritas.com
· insurance
· Lincoln, US
Ameritas is a mutual-based financial services provider offering life insurance, annuities, and employee benefits.
Ameritas Group Division utilizes Quadient Inspire (formerly GMC) to manage customer communications and document delivery flexibility. Historical usage of Exstream Dialogue (now OpenText Exstream) was also documented for the Acacia companies.
Tier 2 score 51
Chris
⭐ Quadient Inspire
1001_5000 employees · 1b_plus
Technology & Competitors
CCM (Customer Communications Management)
HG Insights
Producer Portal
HG Insights
⚡ Competitor case study found:
Quadient
Ameritas Group Division replaced legacy technology with Quadient Inspire for correspondence, achieving 10x faster document production (reducing a week-long certificate project to under two hours).
Strategic Initiatives
- Growth Guided by Vision: 2025 Annual Report focusing on enterprise growth in annuities and health segments., Modernization of flagship Lincoln headquarters to support Flex@Ameritas hybrid work strategy.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Insurance Life & Health
Awareness: stage_3
Scale: mega — Total customers 6.2 million
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits, EOBs, SBC, ANOC, EOC, denial letters, enrollment packets, ID cards, provider comms
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- Leadership Change: Ben Nordman (Retirement Plans) given lifetime achievement award; multiple officer promotions and executive team appointments announ
- Growth/Hiring: Hiring for Vice President
- Sales and Distribution
- Retirement Plans and Senior Technical Lead roles.
- Strategic Initiative: Release of 2025 Annual Report highlighting mission to earn customer trust and improve digital-first interactions.
Contacts (13)
queued: 13
0 active · 0 🔗
Josh Reniker
Director - Technology Operations
operations · director
queued
secondary
– none
influencer
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step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: IT operational excellence and legacy modernization
Hooks: Your track record in reducing Risk Band 0 vulnerabilities and modernizing ITSM at Ameritas, Previous experience at Bank of the West leading Technology Lifecycle Management (TLM) to eliminate EOL tech debt, Directing the Technology Operations Center and driving automation for enterprise-wide innovation programs
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at Ameritas
Hi Josh,<br><br>Chris here from MHC Automation.<br><br>Given your role in technology operations at Ameritas, I wanted to ask about something we see come up a lot at insurers your size. Does every template change for policyholder communications still require a developer to touch the system before it goes out?<br><br>At companies running CCM platforms that are a few years old, that dependency tends to compound. A compliance update hits, or a product change comes through from the annuities or dental side, and it becomes an IT project before it becomes a document. With your member base across life, dental, vision, and annuities, that queue probably fills up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the teams who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Josh,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Something worth sharing: the Ameritas Group Division actually ran a modernization that got document production moving 10x faster. But in our experience at companies that size, one division moving fast doesn't mean the whole enterprise feels it. The other business lines, annuities, dental, vision, are often still waiting on developers for changes that should take an hour.<br><br>That's what MHC NorthStar CCM does differently. It removes the developer from the day-to-day change path without removing the controls. Your compliance or product teams make the change directly, within approval workflows IT sets. The ticket never gets written.<br><br>Given what you're focused on with operational excellence and the broader modernization effort, this might be worth a conversation. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to decouple document logic from core IT cycles.
Subject: One last thing, Josh
Hi Josh,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Ameritas Group Division achieved 10x faster production using modern CCM, yet many enterprise layers still face IT bottlenecks for simple template updates. · Asset: CCM_Buyers_Guide.pdf
Hey Josh, glad to be connected.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck on template changes sitting on OpenText or Quadient. At MHC we help insurers move that ownership to the business side so routine updates stop waiting in a developer queue. Ameritas's Group Division actually cut production time by 10x after moving off a legacy CCM setup, though plenty of enterprise layers still hit the same wall on simple changes.
Happy to reconnect here if the timing ever works.
Chris
Stephanie Stearley
Vice President, Group Customer Connections & Operations
operations · vp
queued
secondary
– none
champion
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📋 UNLOCK1.PDF
Angle: strategic_customer_trust
Hooks: Current oversight of Group Customer Connections & Operations at Ameritas for 14+ years., Alignment with Ameritas 2025 Annual Report mission to earn customer trust through improved delivery., Direct relevance to 'Group Division' legacy tech migration history involving Quadient Inspire.
posture: challenger CTA: soft type: differentiation_led
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Subject: Document changes at Ameritas
Hi Stephanie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Group Customer Connections and Operations at Ameritas, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update a group policyholder communication — a renewal notice, a certificate, a benefits summary — does that change go through IT, or can your ops team handle it directly?<br><br>At most carriers running established CCM platforms, the answer is IT. Every template change is a ticket, a queue, a wait. With your member base across group dental, vision, and life, that lag adds up fast, especially when a regulatory update or a plan design change has to go out accurately and on time.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster and more self-sufficient on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Stephanie,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern across those carriers is consistent. Once the business side can manage templates directly, the wait on IT stops, and changes that used to take weeks happen the same day.<br><br>For a carrier like Ameritas with your breadth across group benefits, life, and annuities, that matters in a few specific ways. Your policyholder data probably sits across your group admin system, your life policy platform, and your annuity recordkeeping environment. When a regulatory disclosure changes or a plan design update goes out, someone has to touch the template in a system that usually requires a developer. On MHC NorthStar CCM, your compliance or ops team makes that change directly, with approval workflows built in.<br><br>That's the part that tends to resonate with ops leaders: it's not just faster, it's a different model for who owns the document.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: Enable business-user self-service to bypass IT scarcity.
Subject: One last thing, Stephanie
Hi Stephanie,<br><br>Sent you a couple of notes about document operations at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as Ameritas keeps growing, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Stephanie, glad we're connected.
Sent you a few notes over email about the IT dependency bottleneck on template changes. Not sure if those landed, but figured I'd say hi here instead.
At MHC we help insurers move template ownership off IT queues and onto the business side. Carriers like Guardian, Allstate, and Acuity have made that shift, and we're running customer communications for 25-plus insurers at this point.
Happy to reconnect here if the timing ever works.
Chris
Lined Mason
Vice President, Policy Services
operations · vp
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📋 ULTIMA1.PDF
Angle: strategic digital policy delivery
Hooks: Your leadership in transforming new business end-to-end processing at Ameritas—specifically the transition to digital policy delivery and automated underwriting., Your focus on removing friction for advisors and customers through the implementation of electronic premium funds and enhanced portals., Ameritas' recent 2025 Annual Report emphasis on building customer trust through operational excellence.
posture: peer CTA: soft type: differentiation_led
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Subject: Policy docs and IT dependency, Ameritas
Hi Lined,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Policy Services at Ameritas, I wanted to ask about something that comes up a lot at insurance companies your size. When a change needs to happen on a policy contract or premium notice, does that still mean filing an IT ticket and waiting on a developer to touch the template?<br><br>At carriers running high-end CCM platforms, that dependency doesn't always go away. The platform handles production volume fine, but the business side still can't make changes directly. So a compliance update or a wording change turns into a developer project, even when the stakes are pretty low.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The persistent IT dependency bottleneck when managing template changes for policy contracts and premium notices, even with high-end platforms.
Hi Lined,<br><br>Following up on what I sent about the IT dependency piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC now. The pattern at both was similar: the document platform was capable, but every template change still required a developer. Once the business users could handle updates directly, the wait on IT for document changes disappeared.<br><br>Separately, Ameritas itself has talked publicly about optimizing policy certificates at 10x. That kind of throughput improvement usually comes with a question: who owns the template when something needs to change? With your member base and the growth you're pushing in annuities and health, that question gets harder to ignore.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from developer-heavy template maintenance to a business-user self-service model that accelerates document production without taxing IT resources.
Subject: One last thing, Lined
Hi Lined,<br><br>Sent you a couple of notes about document template ownership at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and Allstate streamline high-volume insurance communications, and similar to how Ameritas optimized certificates by 10x, we help teams eliminate the $4/document legacy overhead. · Asset: ULTIMA1.PDF
Lined, appreciate you connecting.
I sent a few emails recently about the IT ticket bottleneck on template changes for policy contracts and premium notices. That thread probably got buried, which is fair.
At MHC we help insurers move template ownership to the business side and off developer queues. Guardian and Allstate both made that shift and cut significant per-document overhead in the process, the kind of gains that compound fast at volume.
Happy to reconnect here if the timing ever works.
Chris
David Voelker
Senior Vice President - Individual Operations
operations · vp
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📋 ULTIMA1.PDF
Angle: IT-background operation leader at Ameritas managing scale.
Hooks: Background in Computer Science and former VP of IT at Ameritas, Oversight of Individual Operations for a 'mega' scale insurer, Ameritas Group Division's previous 10x production gain with Quadient
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Ameritas
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Individual Operations at Ameritas, I wanted to ask about something that comes up a lot at insurers your size. Does updating customer-facing documents still require going through IT and waiting on a developer every time a change needs to happen?<br><br>At companies running established CCM platforms, that's usually the story. A compliance update comes in, a new disclosure requirement hits, or a template needs a small fix, and it turns into a ticket, a queue, and a wait. The business side knows what the document should say but can't touch it without IT.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this maps to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change.
Hi David,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC. The pattern across all of them is pretty consistent: once the business side can manage templates directly, the wait for IT disappears. Compliance makes the change, it goes out, done.<br><br>That matters most when a regulatory update hits and you need it across your policyholder base fast. Declarations, premium notices, renewal correspondence, any document that touches compliance, the turnaround is the same day instead of the next sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce developer scarcity pressure.
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about the document infrastructure piece at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Appreciate the connect, David.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what we do. MHC helps insurers move template ownership to the business side so document updates don't sit in a developer queue. Guardian and Allstate have both gone that route, and we're running similar work across 25 or so insurers at the moment.
Given you're on the operations side at Ameritas, figured this might be worth a look.
If any of this lands, feel free to reach out whenever.
Chris
Sue Nemec
2nd Vice President, Claims Operations
operations · vp
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📋 GUC3E41.PDF
Angle: claims_correspondence_modernization
Hooks: 38-year tenure at Ameritas overseeing Claims Operations, Focus on Data Analytics and Visualization certifications to improve operational clarity, Quadient Inspire environment with 10x faster production goals for certificates
posture: challenger CTA: soft type: differentiation_led
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Subject: Claims docs at Ameritas
Hi Sue,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims Operations at Ameritas, I wanted to ask about something that comes up a lot with insurers your size. When your team needs to update a claims correspondence letter, does that still require an IT ticket and waiting on a developer to touch the template?<br><br>At large carriers, claims correspondence is usually one of the higher-volume, higher-stakes document types. Regulatory language changes, new state requirements, adjuster workflow updates. If every one of those changes has to go through IT, the queue fills up fast and the business side is stuck waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team move faster on document changes without the back-and-forth. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Sue,<br><br>Following up on what I sent about the claims correspondence piece.<br><br>Wanted to share a quick example. <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They also eliminated $4 per document in vendor fees by moving to MHC.<br><br>The bigger shift was on the ops side. Their team went from waiting on IT for every template change to handling updates directly. When a plan change or compliance requirement hit, the people closest to the documents were the ones making the fix. Changes that used to take days or weeks started happening the same day.<br><br>With Ameritas growing in the annuities and health segments, claims correspondence volume is only going up. That's a lot of template changes, state-specific language requirements, and adjuster communications that your team probably shouldn't need a developer for.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sue
Hi Sue,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Sue, glad we connected.
Saw the emails landed but nothing back, which is fine. The IT ticket bottleneck on template changes is the piece I kept coming back to for Claims Operations teams, and it tends to be a real friction point when volumes are high.
At MHC we move that ownership to the business side, off the developer queue. Allied Benefits got there with over a million communications running through the platform and dropped per-doc costs to near zero in the process.
Worth a quick conversation to see if any of this is relevant?
Chris
Doug Freehling
Vice President, Information Technology
engineering · vp
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Angle: recent promotion & architectural oversight
Hooks: Congratulations on the March 2026 promotion to Vice President, IT., I noticed your oversight of Enterprise Architecture and Data Engineering at Ameritas since 2024., Given Ameritas' 2025 mission to deepen customer trust, I wanted to reach out regarding the Quadient Inspire footprint.
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at Ameritas
Hi Doug,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT at Ameritas, I wanted to ask about something that comes up a lot with insurers your size. Does every document template change, whether it's a policy notice, a renewal letter, or a compliance update, still have to go through IT before it goes out?<br><br>At large carriers, that usually means a ticket, a queue, a developer who knows the system, and a wait. The business side knows what the document needs to say. IT is just the only team that can touch it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Doug,<br><br>Following up on what I sent about the IT bottleneck on document changes.<br><br>Guardian Life and Allstate both went through a process of decoupling their compliance and operations teams from IT for template changes. The pattern was the same at both: the people who knew what the document needed to say were waiting on developers to make changes happen. Once they moved to a different model, that wait disappeared. They're two of 25+ major insurers that have made that shift on our platform.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>With Ameritas growing in annuities and health, and your team navigating the enterprise modernization, the document layer is one of those things that tends to become a bigger problem as the business scales.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Doug
Hi Doug,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate used our logic to decouple IT from document production, supporting 25+ major insurers. · Asset: UNLOCK1.PDF
Appreciated the connection, Doug.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where we're coming from. At MHC we help insurers move template ownership to the business side so IT isn't the throughput constraint on every document update. Guardian and Allstate have both gone that direction, and it's a model we've helped 25+ carriers put in place.
If any of this lands, feel free to reach out whenever.
Chris
Blinda Weber
VP of Business Migration and Transformation
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Angle: enterprise-wide transformation leadership
Hooks: Your transition to leading Group Insurance transformation across Dental, Vision, and Hearing products since Feb 2024., The use of SAFe methodology to align business and IT priorities for accelerated value delivery., Your deep background in Group Operations, overseeing 6M claims and 6M calls annually with a focus on AI automation.
posture: peer CTA: soft type: problem_first
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Subject: Document platform and Ameritas growth
Hi Blinda,<br><br>Chris here from MHC Automation.<br><br>Given your role leading business migration and transformation at Ameritas, I wanted to ask about something that comes up constantly at insurers your size. As you're scaling the annuities and health segments, is the document platform keeping pace, or is every change to policyholder communications still a developer project?<br><br>With your member base growing, that lag gets expensive fast. Declarations pages, renewal notices, policy correspondence, endorsements, anything that has to go out accurately and on time starts creating real friction when the people who need to update them can't touch the templates directly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency as the transformation work continues. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient
Hi Blinda,<br><br>Following up on what I sent about document infrastructure at Ameritas.<br><br>One thing I should have included: the pattern we see most often with insurers running enterprise CCM platforms is that the compliance or ops team knows exactly what needs to change in a notice or policy document, but the change still has to go through IT. That wait disappears when the business side can make updates directly, with approval workflows built in so nothing goes out unchecked.<br><br>With Ameritas expanding in annuities and health, that kind of flexibility matters. Regulatory updates, new product rollouts, state-specific variations in policyholder correspondence, those don't wait for a developer's sprint cycle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient
Subject: One last thing, Blinda
Hi Blinda,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the enterprise build-out continues, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Blinda, appreciate the connection.
Sent you a few emails recently about the document infrastructure gap in modernisation work, specifically around OpenText and Quadient environments. At MHC we help insurers move template ownership to the business side and off IT queues. That shift has played out at places like Guardian, Allstate, and Intact, which is part of why we've ended up working with 25+ carriers across the mid-market.
Given what you're driving at Ameritas on the migration and transformation side, there may be some overlap worth talking through.
Happy to reconnect here if the timing ever works.
Chris
Bob MacDonald
Vice President, Strategic Planning
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Angle: strategic_transformation_specialist
Hooks: your recent move to Ameritas from Mutual of Omaha, Lean Six Sigma Black Belt and Prosci Change Management certifications, background in Design Thinking from IDEO to drive customer trust, focus on data-driven decision making and operational efficiency
posture: peer CTA: soft type: problem_first
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Subject: Ameritas doc changes, Bob
Hi Bob,<br><br>Chris here from MHC Automation.<br><br>Given your role in strategic planning at Ameritas, I wanted to ask about something that tends to surface when insurance companies are scaling into new segments. Does updating policyholder-facing documents still require a developer ticket every time something needs to change?<br><br>With your growth push in annuities and health, the volume of customer communications that need to stay current goes up fast. If the business side can't touch templates directly, every regulatory update or product change turns into an IT project. That slows things down at exactly the wrong moment.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change. Quadient is powerful but often creates a technical debt layer where business users can't self-service policy or statement edits without a dev ticket.
Hi Bob,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: insurance carriers that move to MHC typically see their IT ticket queue for document changes shrink fast. Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC now. The pattern is consistent: once the compliance or ops team can manage templates directly, the wait disappears and changes happen the same day.<br><br>With Ameritas expanding in annuities and health, the number of document variants that need to stay compliant and on-brand only grows. Endorsements, renewal notices, policy statements, claims correspondence: those can't be a three-week IT project when a regulatory deadline hits.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service is the key to scaling your 2025 Annual Report goals. Move away from developer scarcity and architecture lock-in toward a platform where DocOps owns the template, not IT.
Subject: One last thing, Bob
Hi Bob,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance leaders like Guardian, Allstate, and Acuity use MHC to unlock 10x faster production cycles. Aspire ranks us #1 for mid-market insurance CCM. · Asset: UNLOCK1.PDF
Hey Bob, good to have you in the network.
I sent a few emails recently about the document infrastructure gap that can slow down modernisation work, specifically the part where template changes still run through a dev ticket even when the business owns the outcome. At MHC we help insurers move that ownership to the business side without replacing everything at once. Guardian and Allstate have used that approach to hit 10x faster production cycles.
If any of this lands, feel free to reach out whenever.
Chris
Scott Stricker
Second Vice President, Information Technology
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📋 CCM_Buyers_Guide.pdf
Angle: strategic technical leadership in the Group division and recent promotion
Hooks: your June 2024 election as 2VP and IT leader for the Group business unit, 25+ year background in application development and integration including roles at IBM and Sogeti, oversight of technology integration for the division that previously achieved 10x faster production with Quadient
posture: challenger CTA: soft type: differentiation_led
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Subject: Document template ownership, Ameritas
Hi Scott,<br><br>Chris here from MHC Automation.<br><br>Congratulations on the recent promotion. Given your role leading IT in the Group division at Ameritas, I wanted to ask about something that comes up a lot at insurers your size: does updating policyholder-facing documents still require a developer to touch the template every time?<br><br>At companies running enterprise CCM platforms, that dependency is pretty common. A compliance change hits, a state notice requirement shifts, a product update rolls out across the annuities or health lines, and the request goes into a queue. The business team waits. IT becomes the bottleneck for work that isn't really an IT problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the IT lift around document template management. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Scott,<br><br>Following up on what I sent about the IT dependency piece.<br><br>Allstate, Guardian, and 25+ other insurers use MHC to decentralize document control. The pattern is pretty consistent: once the compliance or product team can make template changes directly, the ticket never gets written in the first place.<br><br>That matters most when something time-sensitive hits. A state regulation changes, a new product rolls out across your annuities or group health lines, and the team that knows what the document should say is the one who updates it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Scott
Hi Scott,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allstate, Guardian, and 25+ other insurers use MHC to decentralize document control · Asset: CCM_Buyers_Guide.pdf
Hey Scott, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help insurers shift template ownership to the business side so IT teams like yours stop being the path of least resistance for every document update. Allstate, Guardian, and 25 others have gone that route with us.
Worth a quick conversation to see if any of this is relevant?
Chris
Shreejit Nair
Chief Information Officer
engineering · c_level
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Angle: strategic cloud transition + api leadership
Hooks: Recognition for the cloud-based API initiative (Novarica Impact Award), Your 25-year tenure in insurance IT, specifically across life, annuity, and group domains, The current 2025 Annual Report priority of earning customer trust through modernization
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at Ameritas
Hi Shreejit,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Ameritas, I wanted to ask about something that comes up a lot at insurers your size. Does every document template change across your policyholder communications still route through IT, even the ones that are just copy updates or regulatory tweaks?<br><br>At carriers running CCM and producer portal infrastructure at your scale, that dependency tends to create a real backlog. A compliance or communications team needs to update a notice or a policy document, and it turns into a developer ticket. The change takes days or weeks instead of hours. With your member base across life, dental, vision, and annuities, that kind of friction adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change.
Hi Shreejit,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template changes directly, without routing through IT for every update.<br><br>The thing that made the difference was removing the developer from the day-to-day change path without removing the controls. Your compliance or communications team makes the change. IT still owns the guardrails. But the ticket never gets written for a routine update.<br><br>That's what MHC NorthStar CCM does differently. With Ameritas expanding across annuities and health, having your document layer keep pace without creating a bottleneck in IT seems worth a conversation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Shreejit
Hi Shreejit,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM processes become too much of a friction as Ameritas grows, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. · Asset: CCM_Buyers_Guide.pdf
Shreejit, appreciate you connecting.
I sent a few emails about the IT ticket bottleneck on template changes, so you have some context on where we're coming from. At MHC we help insurers move template ownership to the business side so changes stop sitting in developer queues. Carriers like Guardian, Allstate, and Intact have gone that route with us.
No idea if the timing is right at Ameritas or if it's even on the radar, but figured LinkedIn was a better place to have an actual conversation.
If any of this lands, feel free to reach out whenever.
Chris
Manoj Anand
Director of Architecture
engineering · director
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Angle: enterprise architecture alignment with modernization roadmaps
Hooks: your lead role in Ameritas modernizing core systems across Group, Individual, and Retirement lines, past experience at Fiserv leading Output transformation and building business capability maps, focus on eliminating redundancies and reducing technical debt to increase speed to market
posture: peer CTA: soft type: differentiation_led
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Subject: Document layer and Ameritas modernization
Hi Manoj,<br><br>Chris here from MHC Automation.<br><br>Given your role in architecture at Ameritas, I wanted to ask about something that comes up a lot at insurance companies going through modernization. When your business teams need to update customer-facing documents, does that still route through IT and a developer who knows the system?<br><br>At companies your size, that dependency tends to become a real friction point. A compliance change to a policy notice or a renewal communication becomes a developer ticket. The business side knows what needs to change, but they're waiting on IT to make it happen. With Ameritas growing its annuities and health segments, that lag gets more expensive as volume scales.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architecture burden around document template management. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Manoj,<br><br>Following up on what I sent about the document template dependency piece.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see consistently: the insurer moves to MHC NorthStar CCM, and the compliance or ops team starts managing templates directly. IT stops being the bottleneck for every document change.<br><br>For a company running annuities, dental, vision, and life lines, your policyholder data probably sits across several different systems. Every document pulls from a different source. When a regulatory requirement shifts or a product line updates, someone has to track down the right template in a system only a developer can touch. That slows down the people closest to the change.<br><br>What we do differently is remove the developer from the day-to-day change path without removing the controls. Your ops or compliance team makes the update directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Manoj
Hi Manoj,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as Ameritas scales, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate utilize MHC to decouple document logic from core systems. · Asset: ULTIMA1.PDF
Manoj, good to be connected.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so I won't retread that ground here. At MHC we help insurers move template ownership off developer queues and onto the business side. Guardian and Allstate both use us to decouple document logic from their core systems, which tends to free up architecture bandwidth for work that actually moves the needle.
Worth a quick conversation to see if any of this is relevant?
Chris
Deb Ramsay
2nd Vice President - Provider Operations
operations · vp
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Angle: Provider Network Operational Scale
Hooks: Directly connects Enterprise sales distributions with managed care operations, Functional sponsorship for Division Initiative Projects, Over 30 years of tenure at Ameritas evolving from specialist to 2nd VP
posture: peer CTA: soft type: differentiation_led
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Subject: Provider comms at Ameritas
Hi Deb,<br><br>Chris here from MHC Automation.<br><br>Given your role in provider operations at Ameritas, I wanted to ask about something we see come up a lot at insurers your size. When your team needs to update provider-facing communications, does that still require going through IT and waiting on a developer to touch the template?<br><br>At companies running established CCM platforms, that handoff to IT is usually the slowest part of the process. A regulatory change, a network notice, a credentialing update — and instead of your ops team handling it directly, it becomes a ticket in someone else's queue. With your member base and the operational scale of a provider network, that lag adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your provider ops team move faster on document changes without needing IT in the loop every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Quadient IT dependency bottleneck
Hi Deb,<br><br>Following up on the IT dependency piece I mentioned.<br><br>Guardian Life and 25+ other insurers we work with have automated 100 to 200+ document templates to get their ops teams off the IT request cycle entirely. Provider notices, credentialing letters, network updates — the business team makes the change the same day instead of waiting on a developer.<br><br>The reason it works is the people who actually know what those documents need to say are the ones updating them, with approval workflows built in so IT keeps the controls they need. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>Given what Ameritas is building toward with the annuities and health segment growth, having your provider ops team move independently on communications seems like it would matter more, not less, as volume scales.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service for provider comms
Subject: One last thing, Deb
Hi Deb,<br><br>Sent you a couple of notes about document ops at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction for your provider ops team, feel free to reach out.
Proof: Guardian and 25+ insurers automated 100-200+ templates to eliminate IT friction · Asset: ULTIMA1.PDF
Deb, appreciate you connecting. Sent you a few emails recently about the document infrastructure gap that can slow down modernisation work, specifically the IT dependency that comes with platforms like Quadient.
At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Guardian and a number of other carriers, 25 or more, have moved 100 to 200 plus templates through that shift and cut out most of the IT friction in the process.
If any of this lands, feel free to reach out whenever.
Chris
Jeffrey Martinson
Second Vice President, Information Technology
engineering · vp
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Angle: strategic infrastructure leadership and recent officer election
Hooks: your June 2024 election to Second VP of IT leading core infrastructure and endpoint management, your focus on advancing enterprise business capabilities through scalable and secure digital ecosystems, Ameritas' 10x speed improvement in certificate production using Quadient Inspire
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Ameritas
Hi Jeffrey,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT infrastructure at Ameritas, I wanted to ask about something that comes up constantly at insurers your size. Does every change to a policyholder document still require a developer to touch it, even when the request is coming from compliance or operations?<br><br>At large carriers, the document layer tends to become a quiet bottleneck. A regulatory update hits, a new product launches in annuities or dental, and the business team files a ticket. Then it waits. The people who know what the communication should say aren't the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's anything worth exploring on the document side. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Jeffrey,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and 25+ other insurers have moved to MHC to take document control away from the developer queue without losing the architecture guardrails IT needs. The compliance and ops teams make template changes directly, within approval workflows IT sets up. The ticket never gets written.<br><br>For a carrier growing in annuities and health the way Ameritas is, that matters. New products mean new disclosure requirements, new state filings, new policyholder notices. On most legacy CCM setups, each of those is a development project. On MHC NorthStar CCM, it's not.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jeffrey
Hi Jeffrey,<br><br>Sent you a couple of notes about document infrastructure at Ameritas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or CCM processes ever become a real friction point, feel free to reach out.
Proof: Guardian and 25+ other insurers use MHC to decentralize document control without compromising architecture. · Asset: UNLOCK1.PDF
Hey Jeffrey, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you probably have some context on where we play. At MHC we help insurers move template ownership to the business side without pulling it out from under IT. Guardian and 25 or so other carriers have used that model to decentralize document control while keeping the architecture clean.
Given your role at Ameritas, figured LinkedIn might be an easier place to have this conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Amwins
amwins.com
· insurance
· Charlotte, US
Independent wholesale distributor of specialty insurance products providing brokerage, underwriting, and group benefits.
Research indicates use of third-party document composition systems with recent job postings for Print Production Specialists and Software Engineers focused on integrations. No specific legacy platform (Documaker, PlanetPress, Elixir DPT) was definitively corroborated.
Tier 2 score 51
Chris
5000_plus employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
PHP
HG Insights
Strategic Initiatives
- Consolidation of group benefit operations under unified Amwins Benefits brand to streamline broker access.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Insurance Health/Managed Care
Awareness: stage_2
Scale: mega — Lives Covered 10,500,000
Doc types: EOBs, SBC, ANOC, EOC, denial letters, welcome kits, enrollment packets, ID cards, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- rebrand: Amwins Group Benefits rebranded to Amwins Benefits in April 2026 to advance a unified benefits strategy.
- hiring: Amwins is seeking a Print Production Specialist
- signaling active document fulfillment operations.
Contacts (11)
completed: 2 queued: 9
0 active · 0 🔗
Andrew Geraghty
Vice President of Technology & Operations
engineering · vp
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Angle: strategic_alignment_rebrand
Hooks: Leadership role overseeing both Tech and Ops during the April 2026 'Amwins Benefits' rebranding initiative, Responsibility for streamlining document fulfillment workflows as evidenced by recent hiring for Print Production Specialists, Focus on scaling complex insurance communications like EOBs and Enrollment Packets across the mega-scale Amwins platform
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Amwins Benefits
Hi Andrew,<br><br>Chris here from MHC Automation.<br><br>Given your role running technology and operations at Amwins, I wanted to ask about something we see come up a lot at wholesale brokers your size. With the consolidation happening under the Amwins Benefits brand, is the document production layer keeping pace with the rest of your operations work?<br><br>At your volume, broker-facing and member-facing documents have to move fast and stay accurate across a lot of plan types and distribution channels. When templates live in systems that only a developer can touch, a brand update or compliance change becomes an IT project instead of a same-day fix.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the friction on your document change cycles as you bring operations together. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Andrew,<br><br>Following up on what I sent about your document infrastructure.<br><br>One thing worth sharing: we work with insurers and benefits operations running at scale where template changes used to require a developer every time. The pattern we see most often is that the bottleneck isn't the people, it's the system. When your compliance or ops team spots something that needs updating, they shouldn't have to write a ticket and wait.<br><br>On MHC NorthStar CCM, the compliance or operations team makes the change directly. IT sets the approval workflows and controls, but the wait disappears. For a consolidation like the one Amwins Benefits is going through, that matters. You're likely standardizing documents across multiple lines and broker touchpoints at the same time.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. The consistent pattern: IT stops being the bottleneck for document changes and the business side moves at its own pace.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self_service_alternative
Subject: One last thing, Andrew
Hi Andrew,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as the Benefits consolidation moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Andrew, glad we're connected.
Sent you a few emails recently about the legacy document platform piece, so you've got some context on what we do at MHC. Short version: we help insurers move template ownership off IT queues and onto the business side.
We've worked through similar transitions with Guardian, Allstate, and Intact, among others, so there's a reasonable pattern to lean on depending on where Amwins sits with the current infrastructure.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Ide
VP, Digital Operations
operations · vp
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📋 ULTIMA1.PDF
Angle: recent rebrand and unified digital experience strategy
Hooks: Amwins Benefits rebrand as of April 2026 for a unified client experience, digital operations oversight for $50B+ in annual premium placements, background in operational efficiency and technology at Amwins
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: legacy_blocking_roadmap
—
Reframe: evaluate_alternatives
Subject: —
—
Proof: T1_named · Asset: ULTIMA1.PDF
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Michael DeGusta
Chief Technology Officer
engineering · c_level
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Angle: strategic technical debt management
Hooks: your experience leading ClarionDoor and eCoverage provides a unique lens on scaling insurance distribution tech, Amwins Benefits’ 2026 rebrand signaling a push to unify broker/carrier journeys, Amwins currently hiring for Print Production Specialists which often reveals legacy document fulfillment bottlenecks
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Amwins
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Amwins, I wanted to ask about something that comes up a lot with insurance orgs at your scale. Is the document layer one of those areas where technical debt keeps compounding but never quite makes the priority list?<br><br>At companies running millions of policyholder communications, the pattern we see is this: document templates are tied to custom JavaScript or PHP logic that only a handful of developers understand. A regulatory change or product update means finding that person, scoping the work, and waiting. Meanwhile the business side is blocked.<br><br>With Amwins consolidating group benefit operations under one brand, I'd imagine that integration surface is getting wider, not narrower. Keeping document outputs consistent across acquired entities is usually where the debt shows up first.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is managing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: it_architecture -> technical debt: developer scarcity, integration burden, migration risk, architecture simplification.
Hi Michael,<br><br>One more thought on the technical debt piece I mentioned.<br><br>I'll be straight with you: I don't have a single insurance case study with a hard ROI number to share. What I do have is a consistent pattern across the 60+ insurers we work with. The company moves onto MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the developer backlog for document changes stops growing.<br><br>The way it works: IT sets the rules, the data connections, the approval workflows. Business users work inside those guardrails without ever touching the underlying logic. So a product update or state filing change doesn't require a developer ticket. The change happens the same day.<br><br>At Amwins's volume, with document outputs spanning multiple acquired entities and product lines, that kind of architecture matters. Especially when your team is already carrying integration debt from the Benefits consolidation.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about the document infrastructure piece at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Benefits consolidation moves forward, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. Asset: UNLOCK1.PDF or ULTIMA1.PDF. · Asset: UNLOCK1.PDF
Hey Michael, good to be connected.
Sent you a few emails recently about the developer scarcity and integration burden side of document infrastructure. Didn't want that to just disappear into a thread.
At MHC we help insurers move template ownership off IT queues so your developers aren't the bottleneck on every document change. Allstate, Intact, and Acuity have all gone through that migration, and the pattern we see is usually less about the platform itself and more about simplifying what feeds into it.
Worth a quick conversation to see if any of this is relevant?
Chris
Andrea Simmons
Client Services Manager - Policy Issuance
operations · manager
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Angle: Amwins Benefits rebrand + policy issuance operations
Hooks: Amwins Group Benefits rebranding to Amwins Benefits in April 2026, Operational leadership in policy issuance and wholesale insurance expertise, 2024 Gene Eisenmann Mentor Award recipient
posture: peer CTA: soft type: problem_first
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Subject: Policy issuance at Amwins Benefits
Hi Andrea,<br><br>Chris here from MHC Automation.<br><br>Given your role managing policy issuance at Amwins Benefits, I wanted to ask about something we see come up a lot at wholesale brokers your size. When a policy document needs to change, does that still go through a developer, or has your team found a way to handle it on the ops side directly?<br><br>With the Amwins Benefits rebrand consolidating group benefit operations, I'd imagine there's pressure to get policy issuance running cleanly across the unified platform. At mega-scale, that means a lot of document variants, and if template changes still require IT involvement, the turnaround time adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take the friction out of policy issuance ops. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Andrea,<br><br>One more thought on the policy issuance piece I mentioned.<br><br>We worked with Intact Financial on their document infrastructure. The pattern there was the same one I see at most large carriers and distributors: template changes for policyholder documents were sitting in an IT queue, and the business side had no direct path to make them. With MHC NorthStar CCM, their compliance and ops teams started handling updates directly, with approval workflows built in. The ticket never gets written.<br><br>At Amwins Benefits' volume, with policy issuance running across multiple lines and plan types under one brand, that kind of change velocity matters. A regulatory update or a brand-driven document change shouldn't require a developer to be available.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One more thing, Amwins Benefits
Hi Andrea,<br><br>Sent you a couple of notes about policy issuance ops at Amwins Benefits. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Benefits consolidation matures, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
Hey Andrea, appreciate you connecting.
I sent a few emails about the legacy document platform piece, so I won't rehash all of that here. At MHC we help insurers get template ownership onto the business side so changes stop sitting in an IT queue. Companies like Allstate, Acuity, and Intact have gone that route with us and the feedback from policy ops and client services teams has been pretty consistent.
Given your role at Amwins, some of it might map, some of it might not. Worth a quick conversation to see if any of this is relevant?
Chris
Jeff Moore
Vice President, Carrier Management
operations · vp
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Angle: Amwins Benefits rebrand and recent Print Production Specialist hiring signals.
Hooks: your team's focus on Carrier Management at Amwins Benefits following the April 2026 rebrand, recent hiring for a Print Production Specialist which suggests an active push in document fulfillment and communications, your 19-year tenure across operations and enrollment solutions at Amwins, giving you a unique perspective on legacy system bottlenecks
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The common tension in Carrier Management where high-volume documents like EOBs and Welcome Kits are gated by IT tickets, causing delays in partner readiness.
—
Reframe: Instead of defaulting to standard legacy upgrades, evaluate how a business-user-led approach to template changes for SBCs and ANOCs can eliminate the $150K+ developer scarcity bottleneck.
Subject: —
—
Proof: MHC helps mega-scale insurance leaders like Guardian and Allstate manage complex member communications while eliminating manual document friction. · Asset: UNLOCK1.PDF
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Josh Street
Chief Information Officer
engineering · c_level
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📋 GUC3E41.PDF
Angle: strategic technical leadership and recent April 2026 rebranding effort
Hooks: your role leading the IT infrastructure through the April 2026 Amwins Benefits rebranding, 10+ year tenure at Amwins progressing into the CIO seat, background in technology architecture and strategy since joining in 2014
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the Amwins Benefits rollout
Hi Josh,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Amwins, I wanted to ask about something we see come up often at large insurance organizations going through a consolidation like yours. With the Amwins Benefits rebrand pulling group benefit operations under one roof, is the document production layer keeping pace with everything else on your roadmap?<br><br>At your scale, that usually surfaces as a coordination problem. Policyholder communications, certificates, benefit summaries all pulling from different systems, different template environments, no single change path. When a brand update or regulatory requirement hits, it becomes a developer project instead of a business one.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the technical overhead on your document operations. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Josh,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. At Amwins's volume, that kind of per-document cost adds up fast.<br><br>The bigger shift was operational. Their compliance and ops teams stopped waiting on developers for every template change. Changes happen the same day now, with approval workflows still in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With the Amwins Benefits consolidation underway, having your document layer on a single platform your business teams can actually manage seems worth a conversation. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, Josh
Hi Josh,<br><br>Sent you a couple of notes about the document infrastructure side of things at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Benefits consolidation matures, feel free to reach out.
Proof: Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Josh, appreciate the connection.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so figured LinkedIn might be an easier place to continue the conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Allied Benefits ran over a million communications through that model and cut $4 per document out of their production costs, which tends to move the needle pretty quickly on the infrastructure conversation.
If any of this lands, feel free to reach out whenever.
Chris
Rachel Barnes
Director, Claims
operations · director
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Angle: Amwins Benefits April 2026 rebrand and Claims operational strategy
Hooks: Your role leading Claims during the April 2026 transition to the unified Amwins Benefits brand, Recent signals of scaling document fulfillment via Print Production Specialist hiring, Prior experience at Kemper managing casualty claims which often involve high document complexity
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Amwins Benefits
Hi Rachel,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at Amwins, I wanted to ask about something that comes up a lot at wholesale brokers and insurers your size. When a claims document needs to change, does that still require going through IT and waiting on a developer to touch the template?<br><br>At mega-scale operations, that lag tends to compound fast. A regulatory update hits, a process changes under the new Amwins Benefits structure, and the queue to get the right language into the right document stretches days or weeks. The people who know what the document should say are usually not the ones who can change it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if there's anything useful here for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Rachel,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be upfront: I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see consistently. An insurer moves to MHC NorthStar CCM, the compliance or claims ops team starts managing templates directly, and the wait disappears. Changes that used to sit in a ticket queue happen the same day.<br><br>For a claims operation at Amwins Benefits' scale, that matters. Policy language updates, coverage notices, claims correspondence, all of it touching millions of policyholders across your wholesale book. When something needs to change, the people on your ops team should be able to make that change without writing a ticket.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One more thing, Rachel
Hi Rachel,<br><br>Sent you a couple of notes about document infrastructure at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Amwins Benefits structure settles in, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Rachel, glad we're connected here.
Sent you a few emails recently about the legacy document platform piece, so I won't rehash all of that. At MHC we help insurers get template ownership off IT and onto the business side. Acuity and Intact are both running on it now, along with about 25 other carriers who've made the switch in the last few years.
Given your role on the claims side, some of what I mentioned may or may not fit where Amwins is right now. Worth a quick conversation to see if any of this is relevant?
Chris
Simon Ford
VP, Digital Workplace
operations · vp
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📋 UNLOCK1.PDF
Angle: Amwins Benefits April 2026 rebranding and digital workplace modernization
Hooks: Amwins Group Benefits rebranding to Amwins Benefits in April 2026, Your current focus as VP of Digital Workplace following your 25-year tenure with the organization through the THB era, Amwins' active search for a Print Production Specialist as of late April 2026
posture: peer CTA: soft type: problem_first
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Subject: Document templates, Amwins Benefits rollout
Hi Simon,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing digital workplace at Amwins, I wanted to ask about something we see come up a lot during consolidations like the Amwins Benefits rebrand. When you're unifying operations under one brand, does every update to customer-facing documents still require going through a developer to touch the templates?<br><br>At your volume, that bottleneck gets expensive fast. Policy documents, certificates, benefit summaries — if a brand change or compliance update means an IT ticket and a wait, that slows the whole rollout down.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: doc_ops
Hi Simon,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example I think is relevant: Intact Financial runs policyholder communications on MHC NorthStar CCM across a large and complex book of business. Their compliance and ops teams handle template changes directly without routing through IT. When regulatory language needs to update, the change happens the same day.<br><br>That matters a lot during a consolidation. If the Amwins Benefits rebrand means updating dozens of document templates across benefit summaries, certificates, and broker-facing materials, the last thing you want is each change sitting in a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Simon
Hi Simon,<br><br>Sent you a couple of notes about document infrastructure at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction point during the Benefits rollout, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Simon, appreciate the connection.
Sent you a few emails recently around the document infrastructure gap in the modernisation work, so figured LinkedIn might be a better spot to continue the conversation.
At MHC we help insurers move template ownership off IT queues to the business side. We work with a good number of carriers you'd know, Guardian, Allstate, Intact, and Acuity among them, and have built out a decent footprint across mid-market insurance specifically.
If any of this lands, feel free to reach out whenever.
Chris
Tom Parsons
Head of Digital Strategy
operations · vp
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📋 GUC3E41.PDF
Angle: strategic digital innovation in the insurance broker-carrier ecosystem
Hooks: your recent interview regarding how Amwins is reimagining insurance through digital innovation and empowering brokers without disintermediation, the April 2026 rebranding of Amwins Group Benefits to Amwins Benefits to create a more unified client experience, your work on the Amwins IQ digital marketplace and online flood quoting capabilities to accelerate service for retail clients
posture: peer CTA: soft type: problem_first
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Subject: Document workflows at Amwins
Hi Tom,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital strategy at Amwins, I wanted to ask about something that comes up a lot at wholesale brokers your size. When your teams need to update customer-facing documents, does that still require going through IT and waiting on a developer to touch the template?<br><br>At organizations running at your volume, that dependency tends to become a real drag on the broader roadmap. Every document change, a compliance update, a branding revision, a new plan communication for Amwins Benefits, becomes a ticket instead of a same-day task. That slows down the teams who actually know what the document should say.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team remove that bottleneck before it becomes a blocker on the digital side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes
Hi Tom,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. Part of that was just getting the ops team out from behind the ticket queue for every template change.<br><br>The thing that made the difference was that the people closest to the content, compliance, benefits ops, communications, could make updates directly. Changes that used to take days happened the same day. At Amwins Benefits scale, with the consolidation effort underway, that kind of flexibility matters when broker-facing documents need to reflect new plan structures or updated carrier requirements quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: modernizing document workflows to prevent legacy debt from blocking the broader digital transformation roadmap
Subject: One last thing, Tom
Hi Tom,<br><br>Sent you a couple of notes about document workflows at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as the Amwins Benefits build-out scales, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Tom, glad you connected. I sent a few emails over the past couple weeks about the document infrastructure gap in modernisation work, specifically getting template changes off the IT queue and back to the business side. At MHC we help insurers do exactly that. Optum moved 200+ templates to business ownership across their BCBS and Humana lines without IT involvement on every change. Given Amwins is deep in digital strategy work, that piece tends to matter more than it looks like it will upfront. Worth a quick conversation to see if any of this is relevant?
Chris
Steven Beauchem
Vice President, Digital Solutions
engineering · vp
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📋 GUC3E41.PDF
Angle: Amwins Benefits rebranding and scale of 150k+ covered lives
Hooks: Experience leading ML-based solutions for 150k+ covered lives, Bridging the gap between imaginative thinking and pragmatic execution, The April 2026 rebrand of Amwins Group Benefits to Amwins Benefits, Focus on 'Benefits as a Service' and AI strategy in healthcare/insurance
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Amwins Benefits
Hi Steven,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing digital solutions at Amwins, I wanted to ask about something we see come up a lot at wholesale carriers and benefits operations your size. With the Amwins Benefits consolidation underway and 150k+ covered lives running through that platform, is document template management still sitting on developers to maintain?<br><br>At that scale, every change to a policyholder notice or benefits communication becomes a developer task. A compliance update hits, someone writes a ticket, and the queue decides when it gets done. That's a real drag when you're trying to move fast under a unified brand.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy technical debt is often the invisible brake on digital transformation roadmaps—especially when IT architecture is burdened by developer scarcity for document template changes.
Hi Steven,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> is a good example of what this looks like in practice. They process over 1M communications a year across 250+ templates and 80+ plan variations. When they moved to MHC, they eliminated $4 per document in vendor fees and stopped routing every template change through IT.<br><br>Their compliance team handles updates directly now. Changes happen the same day instead of waiting on a developer who knows the system. For a benefits operation consolidating under one brand and managing that kind of volume, that kind of speed matters, especially when a regulatory change has to go out accurately across every plan variation.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than allowing document operations to become a bottleneck for your new unified Amwins Benefits brand, consider shifting to a self-service architecture that removes IT from the critical path of template updates.
Subject: One last thing, Amwins Benefits
Hi Steven,<br><br>Sent you a couple of notes about document infrastructure at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4 per document and modernize over 1M communications, ensuring high-volume compliance without the legacy friction. · Asset: GUC3E41.PDF
Hey Steven, appreciate you connecting.
I sent a few emails your way recently about the developer scarcity piece and how document template changes tend to pile up on IT when there's a modernisation push happening underneath. Figured LinkedIn might be a better place to continue that.
At MHC we help insurers get template ownership off the developer queue and into the hands of the business side. Allied Benefits used that approach to eliminate $4 per document across over a million communications without the legacy friction slowing things down.
If any of this lands, feel free to reach out whenever.
Chris
Kristine Cole
Director of Print Fulfillment
operations · director
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📋 GUC3E41.PDF
Angle: strategic rebrand alignment
Hooks: Amwins Group Benefits rebranding to Amwins Benefits in April 2026 to unify client experience, Managing live print projects for Retiree, Pharmacy, and Voluntary Benefits segments, Recent hiring of a Print Production Specialist signaling document fulfillment volume growth
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Amwins Benefits
Hi Kristine,<br><br>Chris here from MHC Automation.<br><br>Given your role in print fulfillment at Amwins, I wanted to ask about something that comes up a lot at wholesale insurance operations your size. With the consolidation happening under the Amwins Benefits brand, are the document workflows keeping pace, or is that getting more complicated before it gets simpler?<br><br>At your volume, pulling policyholder data across multiple lines and systems to produce things like certificates of insurance, group benefits summaries, and renewal notices can become a real coordination problem. When the business needs a change, does that still run through a developer before anything gets updated?<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction on your team's end. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Kristine,<br><br>Following up on what I sent about your document workflows at Amwins Benefits.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> is a good reference point here. They process over 1 million annual communications across 250+ templates and 80+ plan variations. By giving their operations team direct access to update templates, they eliminated $4 per document in vendor fees. Changes that used to require a developer ticket happened the same day.<br><br>That kind of setup matters especially when you're consolidating operations under a single brand and need consistent, compliant output across property, casualty, and group benefits documents at scale. MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Kristine
Hi Kristine,<br><br>Sent you a couple of notes about document infrastructure at Amwins. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document production processes become too much of a friction as the Benefits consolidation moves forward, feel free to reach out.
Proof: Allied Benefits eliminated $4 per document by modernizing 1M+ member communications. · Asset: GUC3E41.PDF
Appreciate you connecting, Kristine.
Sent you a few notes over email about the legacy document platform piece, so I won't rehash any of that here. At MHC we help insurers get template ownership off IT queues and into the hands of the business side. Allied Benefits cut $4 per document across more than a million member communications when they made that shift.
Given your role in print fulfillment at Amwins, some of that might be relevant, some might not. If any of this lands, feel free to reach out whenever.
Chris
Auto Club Enterprises
ace.aaa.com
· insurance
· Costa Mesa, US
The largest federation of AAA motor clubs providing insurance, travel planning, and 24/7 roadside assistance across 21 states.
Direct internal staff roles and job requirements confirmed. Ashis Pasa is an active OpenText Exstream Developer at AAA Auto Club Enterprises (ace.aaa.com). Recent job postings for 'Claims Unit Manager' specify experience with SmartCOMM. Strategic Guidewire integrations mention both SmartCOMM and Ope
Tier 2 score 51
Chris
5000_plus employees · 1b_plus
Technology & Competitors
CCaaS Platform
HG Insights
ACD Software
HG Insights
Strategic Initiatives
- Expansion of digital member service portals and mobile application features for roadside tracking.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: P&C
Awareness: stage_2
Scale: mega — members 18,000,000
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- growth: Active hiring for 'Claims Unit Manager - Strategy' with specific requirements for CCM platforms (SmartCOMM/Guidewire) to modernize legacy insu
- leadership: Morgan Ayer promoted/transitioned to IS Dev Ops Staff Engineer at AAA Auto Club Enterprises in August 2024
- previously an Application Developer for OpenText Exstream.
Contacts (9)
completed: 3 queued: 6
0 active · 0 🔗
Cherry Prangley
Vice President & CDO, Data & Analytics
operations · vp
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Angle: strategic data leadership & operational innovation
Hooks: Your promotion to VP & CDO in May 2025 at AAA Auto Club Enterprises, Leading 8 project teams to drive 75% YOY economic benefit through data science and business enablement, Impact on claims fraud identification and predictive forecasting for insurance products
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at ACE
Hi Cherry,<br><br>Chris here from MHC Automation.<br><br>Given your role leading data and analytics at Auto Club Enterprises, I wanted to ask about something that comes up a lot at organizations your size. Does your team ever run into situations where a change to a member-facing document has to get routed through IT, even when the data logic behind it is straightforward?<br><br>At scale, that friction adds up fast. The analytics side knows exactly what the document should say. But if the template lives in a system only a developer can touch, every change becomes a ticket and a wait. With millions of members and your push toward more capable digital service channels, that kind of lag is hard to absorb.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the distance between your data decisions and the documents your members actually receive. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Legacy document systems act as a bottleneck for data-driven agility, requiring constant IT tickets for simple template updates.
Hi Cherry,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>Acuity Insurance and 25+ other carriers have moved their member and policyholder communications onto MHC NorthStar CCM specifically to get out of the cycle of IT tickets for template changes. The pattern is consistent: once the business side can make changes directly, with controls in place, the wait disappears and the data team stops being held up by infrastructure.<br><br>For an organization like Auto Club Enterprises, where you're actively expanding digital member services and mobile features, that matters. Declarations pages, renewal notices, roadside claim correspondence, those documents pull from multiple systems. When a change is needed, it should move at the speed of your data decisions, not the speed of your IT queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on developer scarcity for document changes, empower business users with self-service tools that integrate directly with your modern data stack.
Subject: One last thing, Cherry
Hi Cherry,<br><br>Sent you a couple of notes about document infrastructure at Auto Club Enterprises. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction for your data and analytics work, feel free to reach out.
Proof: Acuity and 25+ other insurers have modernized their CCM to eliminate technical debt and accelerate claims correspondence. · Asset: ULTIMA1.PDF
Hey Cherry, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically around template changes still sitting in IT queues. Wanted to try a different channel since the inbox can get noisy.
At MHC we help insurers move that template ownership to the business side, off developer queues entirely. Acuity and 25 or so other carriers have gone through that shift to clear the technical debt and speed up things like claims correspondence.
Happy to reconnect here if the timing ever works.
Chris
Garrett Anderson
Senior Vice President, CIO & CTO
engineering · c_level
completed
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📋 CCM_Buyers_Guide.pdf
Angle: strategic oversight of ACE's modernization into Guidewire Cloud
Hooks: your lead on the 15-month migration to Guidewire Cloud at ACE, responsibility for IS strategy across the 9 motor clubs including AAA Texas and Missouri, recent focus on developer efficiency and operational excellence within IS development
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: digital_transformation
—
Reframe: it_architecture
Subject: —
—
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock their CCM roadmap from IT dependencies. · Asset: CCM_Buyers_Guide.pdf
—
Brian Beidelman
Manager, Mail Operations, Print and Card Production
operations · manager
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📋 ULTIMA1.PDF
Angle: document production scale and mail operations leadership
Hooks: Leadership of print and card production for mega-scale insurance ops, Experience managing high-volume mail operations at Auto Club of Southern California, Focus on efficiency in producing ID cards, billing, and claims correspondence
posture: peer CTA: soft type: problem_first
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Subject: Mail ops bottleneck at Auto Club?
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role running mail operations, print, and card production at Auto Club Enterprises, I wanted to ask about something that comes up a lot at insurers your size. When a document template needs to change, does that still go through IT, or has your team found a way to handle those updates directly?<br><br>At scale, that dependency adds up fast. A regulatory notice goes out to millions of members, a card template needs a compliance update, a renewal notice needs new language. If every one of those changes sits in an IT queue, that's a real drag on your team's ability to move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and legacy bottleneck for document template changes
Hi Brian,<br><br>Following up on what I sent about the IT bottleneck piece.<br><br>We work with insurers like Guardian Life and Allstate where the pattern looks the same: business users in mail ops or compliance need to update a template, but the change lives in a system only a developer can touch. The ticket gets written, it sits, and the document goes out late or goes out wrong.<br><br>What MHC NorthStar CCM does differently is it removes the developer from that day-to-day change path without removing the controls. Your print and mail team makes the change directly, within approval workflows IT sets up. No ticket. The wait disappears.<br><br>At Auto Club's volume, with millions of member communications going out across renewal notices, membership cards, and roadside correspondence, that kind of agility matters especially when a compliance update needs to hit fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service for print/mail agility
Subject: One last thing, Brian
Hi Brian,<br><br>Sent you a couple of notes about document template changes at Auto Club Enterprises. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps over 25 insurers like Guardian and Allstate automate complex communications while eliminating manual document costs · Asset: ULTIMA1.PDF
Good to be connected, Brian.
Sent you a few emails recently about the IT dependency and legacy bottleneck piece on template changes. Not sure if those landed in the right place or just got buried.
At MHC we help insurers move template ownership to the business side so changes stop sitting in a developer queue. Guardian and Allstate are both running on it now, and the reduction in manual document costs was a big part of why they moved.
If any of this lands, feel free to reach out whenever.
Chris
Jo Ann Tan
Vice President, Information Systems
engineering · vp
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📋 ULTIMA1.PDF
Angle: strategic infrastructure leadership and insurance modernization
Hooks: Your transition from Cognizant's insurance group to leading IS at AAA Auto Club Enterprises, Extensive background at The Hartford managing DevOps and PaaS roadmaps, AAA's current scale of over 60 million members requiring high-volume ID cards and renewals
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Auto Club Enterprises
Hi Jo Ann,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing information systems at Auto Club Enterprises, I wanted to ask about something that comes up a lot with infrastructure leaders at organizations your size. Does updating member-facing documents still require going through a developer every time a change needs to happen?<br><br>At mega-scale operations like ACE, that dependency adds up fast. Renewals, roadside assistance confirmations, membership correspondence, policy notices. When every template change has to go through IT, the queue gets long and the business side loses control of timing.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity for template changes in legacy CCM systems.
Hi Jo Ann,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Allstate and Guardian Life both run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently is that once the business side can manage templates directly, the wait disappears. Compliance makes the change. Ops makes the change. IT stops being the bottleneck for documents that have nothing to do with core infrastructure.<br><br>At the volume Auto Club Enterprises operates, that matters. When a membership benefit change or a roadside assistance notice update has to go out to millions of members, you don't want that stuck behind a developer queue. Your policyholder data probably pulls from several different systems already. Every document that touches a different source is another place where a regulatory or operational change has to be manually tracked down and updated.<br><br>That's what MHC NorthStar CCM does differently: the people who know what the document should say are the ones who update it, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Self-service business user empowerment as a strategic alternative to IT architectural lock-in.
Subject: One last thing, Jo Ann
Hi Jo Ann,<br><br>Sent you a couple of notes about document infrastructure at Auto Club Enterprises. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar CCM helps insurers like Allstate and Guardian manage massive document scale while eliminating manual document costs. · Asset: ULTIMA1.PDF
Good to be connected, Jo Ann.
Saw you didn't get a chance to respond to my emails, which is completely fine. The thread was around the IT dependency piece on template changes and how that tends to create a backlog that lands on your team's plate.
At MHC we help insurers move template ownership to the business side so those changes stop hitting the developer queue. Allstate and Guardian both use it to manage document scale without the manual overhead that builds up on legacy platforms.
Worth a quick conversation to see if any of this is relevant?
Chris
Valerie Labarba
Head of Claims Technology Transformation and Change Management
operations · director
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Angle: Alignment with Smart Communications INNOVATE 2025 attendance and large-scale claims transformation leadership.
Hooks: Recently attended or certified at Smart Communications INNOVATE 2025 (valid through Apr 2027)., Leading Claims Technology Transformation at AAA Auto Club Enterprises., Background in driving automated claims processes and omnichannel strategy.
posture: peer CTA: soft type: problem_first
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Subject: Claims docs keeping up with the portal?
Hi Valerie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading claims technology transformation at Auto Club Enterprises, I wanted to ask something we hear a lot at carriers your size. When your team needs to update claims correspondence or member-facing notices, does that still require an IT ticket and a developer before anything goes out?<br><br>At mega-scale insurers, that dependency tends to become a real blocker. The business side knows what needs to change, compliance is waiting, and the document is stuck in a queue. When you're running millions of member touchpoints, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of your claims and ops teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and change management friction in high-volume claims correspondence (ID cards, billing, and quotes).
Hi Valerie,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> on a similar challenge. They process over 1 million annual communications across 250+ templates and 80+ plan variations. By getting the business side directly involved in template management, they eliminated $4 per document in vendor fees and cut the back-and-forth with IT almost entirely.<br><br>At your volume, that kind of drag on claims correspondence compounds quickly. When a regulatory notice or a member communication needs to go out to millions of policyholders, waiting on a developer to touch the template is a real problem. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving from technical debt and 'IT ticket for every change' to business-user self-service to unblock the digital transformation roadmap.
Subject: One last thing, Valerie
Hi Valerie,<br><br>Sent you a couple of notes about document change management at Auto Club Enterprises. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates) | Allied Benefits (1M+ comms, eliminated $4/doc cost). · Asset: GUC3E41.PDF
Hey Valerie, appreciate you connecting.
I sent a few emails recently about the IT dependency and change management friction on high-volume claims correspondence. Didn't want to just leave it in the inbox.
At MHC we help insurers move template ownership to the business side, off IT queues. Allied Benefits got there and eliminated a $4 per document cost across over a million communications, which is the kind of thing that tends to matter when you're running volume at the scale claims does.
Given your role spans both the technology and change management side, figured this might be worth a look.
Happy to reconnect here if the timing ever works.
Chris
Dave Ugan
Chief Technology Officer
operations · c_level
completed
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📋 UNLOCK1.PDF
Angle: strategic digital turn-around and 2024 innovation pace
Hooks: leading the turn-around of AAA's Technology & Digital Services department since 2023, your focus on re-organizing toward a next-gen tech stack and 'improving the customer experience', your recent LinkedIn post about maintaining the pace of effectiveness and digitization in 2024, partnership with Apple on Satellite Roadside Assistance
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: general_legacy_pain
—
Reframe: No vendor
Subject: —
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Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Sathya Ramanujam
Director of Enterprise Architecture
engineering · director
completed
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Angle: enterprise modernization and DevOps strategy at AAA
Hooks: active hiring for Claims Unit Manager - Strategy focusing on claim life cycle and process improvement, your focus on Enterprise Modernization and DevOps strategy at AAA Auto Club Enterprises, transition of Morgan Ayer to IS Dev Ops Staff Engineer as a signal of engineering growth
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT ticket wait per change for every template update, exacerbated by developer scarcity ($150K+ per dev)
—
Reframe: Business-user self-service to eliminate the IT dependency bottleneck and reduce technical debt
Subject: —
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Proof: MHC helps 25+ major insurers, including Guardian and Allstate, streamline document operations and compliance. · Asset: ULTIMA1.PDF
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Nannalee Haywood
Senior Vice President
operations · vp
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Angle: strategic operational scale
Hooks: Directing multi-site operations for 15M+ member calls and 100k+ roadside events annually across 21 states., Recent promotion to SVP at AAA Auto Club Enterprises following 26 years of tenure., Focus on maintaining 'Legendary Service' standards during claims unit strategic growth.
posture: peer CTA: soft type: problem_first
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Subject: Doc changes at Auto Club scale
Hi Nannalee,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing operations at Auto Club Enterprises, I wanted to ask about something that comes up a lot at insurers your size. When your team needs to update member-facing documents like policy notices, ID cards, or claims correspondence, does that still run through an IT ticket and a developer queue?<br><br>At organizations with millions of members, that lag adds up fast. A regulatory change hits, or a product update rolls out, and the business team is stuck waiting on a developer who has five other priorities. The document change is simple. The process around it isn't.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your operations team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: When document template changes depend on IT tickets, the lag between a business requirement and a member receiving a policy or claim notice creates operational friction.
Hi Nannalee,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC alongside 60+ other insurance carriers. The pattern is consistent: once the business side can manage templates directly, the wait disappears. Compliance or ops makes the change the same day, with controls in place.<br><br>At the scale Auto Club operates, that matters more than most places. Policyholder data sitting across policy admin, claims, and membership systems means every document update is a cross-system project on most legacy platforms. When a regulatory notice or ID card change has to reach millions of members accurately and on time, you don't want a developer as the single point of failure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to standard upgrades, consider how a self-service DocOps model could let your business teams manage declaration and ID card templates without taxing developer resources.
Subject: One last thought for Auto Club
Hi Nannalee,<br><br>Sent you a couple of notes about document operations at Auto Club. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate eliminate the 'IT bottleneck,' empowering business users to manage 200+ templates independently. · Asset: UNLOCK1.PDF
Nannalee, appreciate you connecting.
I sent a few emails about the IT ticket bottleneck on template changes, so you've got the general picture. At MHC we help insurers move template ownership to the business side, off the developer queue. Guardian and Allstate both went that route and their business teams now manage 200+ templates independently, without routing changes through IT.
Given your role at Auto Club Enterprises, that dynamic felt worth raising. Happy to reconnect here if the timing ever works.
Chris
Michele Wyatt
Vice President, Head of Claims
operations · vp
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Angle: strategic claims leadership and past transformation experience
Hooks: your previous success leading Claims Transformation at USAA, oversight of claims and digital efforts for P&C lines, your recent focus on community impact and purpose-driven leadership at AAA in 2025
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Auto Club
Hi Michele,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at Auto Club Enterprises, I wanted to ask about something that comes up a lot with VP-level ops leaders at carriers your size. When a regulatory change hits or a claims process gets updated, does updating the member-facing correspondence still run through IT, or has your team found a way to own that directly?<br><br>At your volume, that dependency adds up fast. Claims correspondence, denial letters, payment notices, coverage confirmations — every template change becomes a developer ticket. When you're handling millions of member interactions, even a two-week lag on a document update creates real exposure.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your claims team move faster on document changes without waiting on a developer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Michele,<br><br>One more thought on the document dependency piece I mentioned.<br><br>We recently worked with <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processing over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees and got their ops team out of the IT queue entirely for routine template changes.<br><br>The pattern at insurers is pretty consistent. Claims correspondence and coverage notices pull from multiple backend systems. When a state changes a disclosure requirement or your legal team needs updated language in a denial letter, someone has to find the right template in a system only a developer can touch. That wait disappears when the people who need to make the change can make it directly, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative to IT dependency
Subject: One last thing, Michele
Hi Michele,<br><br>Sent you a couple of notes about document infrastructure at Auto Club. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (25+ insurers + Aspire #1 mid-market) · Asset: ULTIMA1.PDF
Hey Michele, appreciate you connecting.
I sent a few emails about the legacy document platform piece, so you probably have some context on what we do at MHC. Short version: we help insurers move template ownership to the business side so claims and ops teams aren't waiting on IT for every document change.
Guardian and Allstate have both moved in this direction, and we work with 25 or so insurers running similar doc infrastructure to what Auto Club likely has in place.
If any of this lands, feel free to reach out whenever.
Chris
The Zenith
thezenith.com
· insurance
· Woodland Hills, US
Specialist provider of workers' compensation insurance and property-casualty solutions for the California agriculture industry.
No specific CCM vendor mentions (Documaker, PlanetPress, Elixir, Exstream, Inspire, or SmartCOMM) found in public filings, job postings, or LinkedIn profiles. Identification of 'Print Production' role suggests internal document management workflows.
Tier 2 score 51
Chris
1001_5000 employees · 250m_1b
Technology & Competitors
Customer Communications Management (CCM)
HG Insights
Strategic Initiatives
- Innovation Lab collaboration with Fairfax to develop and implement future insurance technologies
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE P&C
Awareness: stage_2
Scale: small — unearned premiums $136.3M
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards
Best proof: Allstate (Top 5 P&C)
Live Signals (leadership, M&A, events)
- leadership_change: Davidson Pattiz assumed the role of President and Chief Executive Officer
- succeeding Kari Van Gundy who transitioned to Executive Chairman.
- hiring: Active recruitment for a Benefits Manager and IT Business Systems Analyst II
- indicating ongoing operational growth and IT systems support needs.
Contacts (11)
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Mary Ames
Executive Vice President, Chief Administrative Officer
engineering · c_level
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Angle: strategic operational leadership during CEO transition
Hooks: your 24-year tenure at Zenith and leadership as CAO, Davidson Pattiz stepping into the CEO role in 2025, streamlining worker's comp and agribusiness document workflows
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at The Zenith
Hi Mary,<br><br>Chris here from MHC Automation.<br><br>Given your role as CAO at The Zenith, I wanted to ask about something that comes up a lot at carriers your size. Is the document production layer keeping pace with the broader technology investments you're making, or is it one of those things that keeps getting pushed down the list?<br><br>With your policyholder volume, that friction adds up fast. Policy correspondence, claims letters, renewal notices pulling from different systems, and every change still routing through a developer who knows the platform. During a period where you're also managing operational leadership continuity, that kind of bottleneck tends to get more visible, not less.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help reduce the IT dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Mary,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly. IT stops being the bottleneck.<br><br>That matters most when a regulatory change has to reach your full policyholder base fast. At your volume, a template change that sits in a ticket queue for two weeks is a real exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, Mary
Hi Mary,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) · Asset: CUSTOM1.PDF
Hey Mary, glad you're connected.
Sent you a couple of emails about the document layer blocking the modernisation roadmap, so I won't retread all of that here. At MHC we help insurers move template ownership off IT queues and to the business side, which tends to clear some of the infrastructure backlog that slows down larger modernisation efforts. Optum moved 200-plus templates that way, which is part of why carriers like BCBS and Humana went the same direction.
If any of this lands, feel free to reach out whenever.
Chris
Megan Schurig
Director, Operational Excellence & Enterprise Quality
operations · director
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Angle: operational_excellence_modernization
Hooks: Experience leading operational excellence and enterprise quality at Zenith Insurance for over 10 years, Background in insurance operations and project management supporting workflow improvements, Focus on quality assurance and process efficiency within workers' compensation and property casualty lines
posture: peer CTA: soft type: problem_first
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Subject: Document changes, Zenith ops
Hi Megan,<br><br>Chris here from MHC Automation.<br><br>Given your role in operational excellence at The Zenith, I wanted to ask about something we see come up a lot at carriers your size. When your team needs to update policyholder-facing documents like policy notices, endorsements, or certificates of insurance, does that still require an IT ticket and a developer to touch the template?<br><br>At most carriers we talk to, the business side knows exactly what needs to change, but the system requires someone technical to actually make it happen. That gap creates delays, and when you're managing a large book across workers' comp and agribusiness lines, those delays add up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something worth exploring for The Zenith's ops team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Megan,<br><br>Following up on what I sent about the IT dependency piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a specific metric I can drop here. What I can tell you is the pattern we see across the 60+ carriers on our platform. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait disappears. Changes happen the same day instead of sitting in a queue.<br><br>For a carrier running workers' comp and agribusiness lines, that matters when a state filing requirement changes or a policy form needs to be updated before renewal season. The people who know what the document should say are the ones making the change, with approval workflows built in so IT still has the controls they need.<br><br>I noticed The Zenith is working with Fairfax on future insurance technologies through the Innovation Lab. Document infrastructure usually comes up in those conversations eventually. Happy to chat in the days or weeks to come, or I can send over some materials first if that's easier.
Reframe: business-user self-service
Subject: One last thing, Megan
Hi Megan,<br><br>Sent you a couple of notes about document template bottlenecks at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become a friction point for the ops or quality work you're driving, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
Megan, glad to have you in the network. Sent you a couple of emails recently about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try.
At MHC we help insurers move template ownership to the business side so changes stop sitting in IT queues. More than 25 insurers have made that shift, and the platform's been ranked the top mid-market CCM solution by Aspire.
If any of this lands, feel free to reach out whenever.
Chris
Kerrie Chalker
Underwriting VP
operations · vp
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Angle: Underwriting efficiency and policy issuance speed
Hooks: Current role as Underwriting VP at Zenith Insurance Company, CPCU, CRM, and AU certifications indicating deep domain expertise in risk and policy management, Focus on Midwest regional operations and community giving initiatives at Zenith
posture: peer CTA: soft type: problem_first
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Subject: Document changes slowing policy issuance?
Hi Kerrie,<br><br>Chris here from MHC Automation.<br><br>Given your role in underwriting at The Zenith, I wanted to ask about something that comes up a lot at carriers your size. Does every change to a policy document still require an IT ticket and a wait before it goes out the door?<br><br>For underwriting teams, that kind of dependency really shows up around policy issuance speed. When a template for a renewal notice or endorsement needs a language update, it often sits in a developer queue while the business side waits. With your member base across workers' comp and agribusiness, that delay compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your underwriting team move faster on policy changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Underwriting bottleneck: legacy document systems require IT tickets for every change to declarations or renewals, slowing down policy issuance.
Hi Kerrie,<br><br>One more thought on the policy issuance piece I mentioned.<br><br>Acuity and Allstate both run their policyholder communications through MHC. The pattern we see consistently: once the underwriting or compliance team can make template changes directly, the wait disappears. The IT ticket never gets written because it doesn't need to be.<br><br>For a carrier like The Zenith, that matters most when a regulatory change hits a state where you write workers' comp or agribusiness P&C. Right now, updating the affected renewal notices or endorsements is probably a developer project. On MHC NorthStar CCM, your compliance or ops team makes that change the same day, with approval workflows built in.<br><br>With your focus on underwriting efficiency and policy issuance speed, that's the part worth paying attention to.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service: reframe CCM as a tool that allows underwriting teams to update endorsement and quote templates without waiting on developer cycles.
Subject: One last thing, Kerrie
Hi Kerrie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and Allstate use MHC to manage high-volume insurance comms while giving business users control over document quality. · Asset: ULTIMA1.PDF
Kerrie, appreciate you connecting.
I sent a few emails about the bottleneck on declarations and renewal changes when every update needs an IT ticket first. Didn't want to leave it at the inbox.
At MHC we help insurers move that kind of template ownership to the business side. Acuity and Allstate both use it to keep high-volume policy comms moving without routing every change through a developer queue.
Worth a quick conversation to see if any of this is relevant?
Chris
Chris Green
Senior Vice President and Chief Information Officer
engineering · c_level
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Angle: strategic technical leadership and growth at Zenith
Hooks: your 15-year tenure at Zenith, progressing from Lead Developer to CIO, Zenith's current recruitment for IT Business Systems Analysts to support enterprise operations, Davidson Pattiz's recent transition to CEO and the resulting focus on operational modernization
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Zenith
Hi Chris,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at The Zenith, I wanted to ask about something that comes up a lot with insurers at your scale. Is your IT team still the bottleneck every time someone needs to update a policyholder document, like a claims letter, renewal notice, or certificate of insurance?<br><br>With a member base your size, that adds up fast. A compliance change or state-level update hits, and instead of the business side handling it directly, it becomes an IT ticket. Developer time spent on template edits instead of the work that actually needs them.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see how we can help get document changes off your IT team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT is often the bottleneck for template changes in legacy insurance systems, requiring high-cost developer time for simple document updates.
Hi Chris,<br><br>Following up on what I sent about the IT bottleneck piece.<br><br>Acuity Insurance, along with 25+ other insurers, now runs claims correspondence and renewals through MHC. The pattern we see is consistent: once the business side can manage templates directly, the wait on IT for document changes disappears. Compliance teams make the update the same day it's needed.<br><br>That matters a lot in workers' comp and agribusiness P&C, where state-specific language and regulatory timelines are tight. A change to a claims letter or renewal notice shouldn't require a developer.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to complex upgrades, evaluate CCM as a way to decouple document logic from the core insurance system, enabling business-user self-service.
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document infrastructure at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and 25+ other insurers use MHC to automate claims correspondence and renewals, reducing IT dependency for document composition. · Asset: UNLOCK1.PDF
Appreciate you connecting, Chris. Sent you a few emails about getting template changes off the developer queue at Zenith, so figured LinkedIn was worth a try.
At MHC we help insurers move document ownership to the business side so IT isn't the path for every correspondence update. Acuity and 25 or so other carriers have done this for claims and renewals, and their IT teams stopped fielding those change requests.
As a CIO you've probably got a sense of where that overhead sits. Worth a quick conversation to see if any of this is relevant?
Chris
Deena Mims
IT Director, Business Process Innovation
operations · director
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Angle: IT change management and process innovation background
Hooks: Your 20 years of IT change and project management experience, specifically with application integration and communication strategies for IT-induced changes., Zenith's current leadership shift under Davidson Pattiz and the ongoing recruitment for an IT Business Systems Analyst II., Focus on streamlining document-heavy processes like declarations, renewals, and claims correspondence.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at The Zenith
Hi Deena,<br><br>Chris here from MHC Automation.<br><br>Given your role in business process innovation at The Zenith, I wanted to ask about something that comes up a lot at carriers your size. Does updating customer-facing documents like policy declarations, endorsements, or renewal notices still require an IT ticket and a developer to make the change?<br><br>In our experience, that's one of the more stubborn friction points at mid-to-large insurers. The business team knows what the document needs to say, but the path to getting it updated runs through IT every single time. That slows down regulatory updates, brand changes, and anything else that touches correspondence.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue and into the hands of the people who own the content. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: All=general legacy pain (IT ticket for every change).
Hi Deena,<br><br>Following up on what I sent about the IT bottleneck on document changes.<br><br>One example worth sharing: insurers that move to MHC see their compliance and operations teams start managing templates directly, without going through a developer for every update. The wait disappears. A regulatory change to a cancellation notice or endorsement goes out the same day instead of sitting in a queue.<br><br>Given your background in IT change management and process innovation, I imagine you've seen firsthand how much time gets spent on changes that shouldn't need an IT project at all. With your member base and the document volume that comes with workers' comp and agribusiness lines, that kind of backlog adds up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with controls in place so IT still owns the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative.
Subject: One last thing, Deena
Hi Deena,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Deena, thanks for connecting. I sent a few emails about the document infrastructure piece, so you've probably got the gist of what we do at MHC. We help insurers get template changes off IT queues and into the hands of business users directly.
We've worked through that same shift with carriers like Guardian, Allstate, and Intact, so it's not a new problem to solve.
Happy to reconnect here if the timing ever works.
Chris
Lee Hart
Director, Corporate Marketing & Communications
operations · director
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Angle: strategic tenure and marketing modernization
Hooks: 14-year tenure at Zenith Insurance across various marketing leadership roles, focus on Marketing Analytics & Innovation prior to current Director role, oversight of Corporate Marketing & Communications for a specialist insurer like Zenith
posture: peer CTA: soft type: problem_first
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Subject: Document workflows at The Zenith
Hi Lee,<br><br>Chris here from MHC Automation.<br><br>Given your role leading corporate marketing and communications at The Zenith, I wanted to ask something that comes up a lot at insurers your size. When your team needs to update a customer-facing document, does that still require going through IT and waiting on a developer to make the change?<br><br>At companies with large policyholder bases, that wait is usually the bottleneck. A regulatory notice needs updated language. A renewal communication needs a new disclosure. The business side knows exactly what it should say, but someone has to open a ticket and wait. That cycle slows things down, especially when changes need to go out at scale.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: doc_ops
Hi Lee,<br><br>One more thought on the document workflow piece I mentioned.<br><br>Allstate, Guardian Life, and 25+ other insurers run over a million monthly communications through MHC. What changed for them wasn't just speed. It was that the compliance and marketing teams stopped waiting on IT to make template changes. The people who know what the document should say handle it directly, with approval workflows built in.<br><br>For a team managing policyholder communications across workers' comp and agribusiness lines, that matters. When a state regulatory change hits or a coverage notice needs updated language, that's not a developer project anymore. It gets done the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Lee
Hi Lee,<br><br>Sent you a couple of notes about document workflows at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allstate, Guardian, and 25+ other insurers use MHC to automate 1M+ monthly communications and eliminate legacy document costs. · Asset: UNLOCK1.PDF
Hey Lee, appreciated the connection.
Sent you a few emails about the document infrastructure piece, so you have some context on what we do. MHC helps insurers move template ownership to the business side so changes stop sitting in IT queues.
Allstate and Guardian are both running communications through MHC now, along with 25 or so other carriers managing over a million monthly touchpoints through the platform.
Worth a quick conversation to see if any of this is relevant?
Chris
Tara Repka Flores
Vice President, Business Technology & Innovation
operations · vp
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Angle: strategic technical leadership and cloud modernization
Hooks: your lead on Zenith's migration to AWS to improve system reliability, recent leadership transition with Davidson Pattiz stepping in as CEO, your focus on reducing IT operating costs while scaling Zenith's innovation roadmap
posture: peer CTA: soft type: problem_first
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Subject: CCM and your modernization roadmap
Hi Tara,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Business Technology and Innovation at The Zenith, I wanted to ask about something that comes up a lot with insurers your size. Is the document production layer keeping up with the rest of your modernization efforts, or is it one of those things that keeps getting pushed down the roadmap?<br><br>I ask because the CCM layer tends to be the last thing that gets touched in a cloud modernization push. The core systems move forward, but policyholder documents still depend on a platform that requires a developer for every change. Declarations pages, endorsements, policy notices, whatever the document type, a template update becomes an IT project.<br><br>For a VP driving innovation and cloud strategy, that kind of friction tends to show up as a gap between where the business wants to move and how fast the document layer can follow.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help close that gap between your modernization roadmap and your document production environment. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: digital_transformation -> legacy CCM blocking the DT roadmap and creating modernization gaps
Hi Tara,<br><br>Following up on what I sent about the document layer and your modernization roadmap.<br><br>One thing I should have included: the pattern we see with insurers making the same kind of infrastructure push The Zenith is on. Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC NorthStar CCM now. The consistent thread is the same: the compliance or ops team needed to move fast on document changes without routing everything through IT first.<br><br>Your policyholder data probably sits in several different systems. Policy admin, claims, rating. Every document pulls from a different source. When a regulatory change hits, or a coverage update needs to go out to your workers' comp book, someone has to track down the right template in a system only a developer can touch. With your member base, that delay compounds quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One last thing, Tara
Hi Tara,<br><br>Sent you a couple of notes about the document layer at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction in your modernization work, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Tara, good to be connected. I sent a few emails over the past couple weeks about the document infrastructure gap in the modernisation work, so you have some context on what we do at MHC.
A lot of insurers we work with, Allstate, Intact, Acuity among them, found their CCM layer was the thing slowing down broader transformation work more than anything else. Moving template ownership off IT and to the business side tends to unblock a lot downstream.
Worth a quick conversation to see if any of this is relevant?
Chris
Sean Milheim
Vice President, Enterprise Infrastructure
engineering · vp
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Angle: enterprise infrastructure leadership and recent company expansion signals
Hooks: your oversight of enterprise infrastructure at Zenith Insurance, Davidson Pattiz taking the helm as CEO this year, recent expansion in hiring for IT Business Systems Analysts and Benefits Managers
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Zenith
Hi Sean,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing enterprise infrastructure at The Zenith, I wanted to ask about something that comes up a lot with P&C carriers your size. Does every document template change, think renewals, claims correspondence, policy notices, still require a developer to touch it before it goes out?<br><br>At carriers with your member base, that dependency adds up fast. A regulatory update hits, or a filing deadline moves, and the business team has to get in line behind whatever else IT is working on. The developer who knows the system is expensive, often stretched thin, and the change sits in a queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes out of the IT queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency and developer scarcity ($150K+) creating bottlenecks for high-volume document updates like renewals and claims correspondence
Hi Sean,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life is one example we can speak to directly. They moved their policyholder communications onto MHC alongside 25+ other insurers. The pattern we see every time: once the compliance or ops team can make template changes directly, the wait disappears. The ticket never gets written.<br><br>For a P&C carrier running renewals, claims correspondence, and policy notices at scale, that matters. A regulatory change in a state filing used to mean a developer project. On MHC NorthStar CCM, the compliance team handles it the same day.<br><br>I also noticed The Zenith has been building out its Innovation Lab with Fairfax. That kind of forward infrastructure investment usually means the document layer comes up eventually, either as a dependency or a gap.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy infrastructure blocking the roadmap for modern, self-service document composition for business users
Subject: One last thing, Sean
Hi Sean,<br><br>Sent you a couple of notes about document infrastructure at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Guardian and over 25+ insurers modernize their communications while being ranked #1 for mid-market by Aspire · Asset: ULTIMA1.PDF
Hey Sean, good to connect.
Sent you a few emails about the IT dependency piece at Zenith, specifically the developer cost and queue pressure that builds up around renewals and claims correspondence. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian runs on it now, and we've worked with 25+ carriers across mid-market, where Aspire ranked us first.
Worth a quick conversation to see if any of this is relevant?
Chris
Michael Krause
Director of AI & Data Analytics
engineering · director
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Angle: AI-driven modernization and data architecture
Hooks: Your role as Director of AI & Data Analytics at Zenith Insurance, Background as an AI/ML Instructor at Caltech CTME, Focus on bridging technical mastery with business outcomes for complex data journeys
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the AI roadmap
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role leading AI and data analytics at The Zenith, I wanted to ask about something that comes up often at insurers your size. When your team is building out a modern data architecture, does the document production layer keep pace, or does it end up being the part that still requires a developer every time something needs to change?<br><br>What I typically see: the data side gets modernized, the AI initiatives move forward, but policyholder documents like declarations pages, endorsements, renewal notices, and claims correspondence are still running on a system only a few people know how to touch. That creates a quiet bottleneck that tends to show up at the worst times, like a regulatory change or a fast-moving initiative coming out of an innovation lab.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of friction in your document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Michael,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I want to be straightforward: I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern we see consistently across carriers. The insurer modernizes its data architecture and AI stack, but the document layer stays locked behind a legacy system. When a compliance change hits or a new product goes live, someone has to file an IT ticket and wait.<br><br>On MHC NorthStar CCM, the compliance or ops team makes the change directly, within controls IT sets. No ticket, no wait. That matters especially at an insurer running workers' comp and agribusiness lines, where policy language and endorsements can vary significantly by state and product type.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC alongside 60+ other carriers. The pattern holds: business teams start managing templates directly, and IT stops being the bottleneck on every document change.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about document infrastructure at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the AI and data modernization side, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Michael, glad to have you in the network.
Sent you a few notes over email about the legacy document platform piece, so you have some context on what we do. At MHC we help insurers move template ownership off IT queues to the business side, which tends to matter when the document layer starts slowing down broader modernisation work.
Guardian and Allstate are both running on MHC now, along with 25 or so other carriers that had similar infrastructure to work through.
Happy to reconnect here if the timing ever works.
Chris
Shelley McKinley
VP of Customer Experience
operations · vp
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Angle: strategic focus on operational efficiency and vendor oversight within worker's comp
Hooks: your recent post about the Central California CEM team's professionalism, your history managing healthcare vendor relations and provider coordination at Zenith, focus on converting customer requirements into practical technical solutions
posture: peer CTA: soft type: problem_first
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Subject: Document changes at The Zenith
Hi Shelley,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing customer experience at The Zenith, I wanted to ask about something we see come up a lot at insurers your size. When your team needs to update policyholder-facing documents like workers comp declarations or claims correspondence, does that still require going through IT and waiting on a developer to make the change?<br><br>At carriers with your member base, that wait can be weeks. A regulatory update hits, a claims notice needs new language, and the business team is stuck in a ticket queue while the IT team works through a backlog of higher-priority asks. It's a document problem that looks like an IT problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency for template changes in worker's comp declarations and claims correspondence
Hi Shelley,<br><br>Following up on what I sent about the template change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where their ops team handles updates directly. The IT ticket never gets written because the business side owns the change.<br><br>For a workers comp carrier, that matters a lot. State regulatory updates, claims correspondence language, endorsement notices. Each one is a developer project on most legacy CCM setups. At your volume, that adds up fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service document composition to eliminate the 'IT ticket wait' for business teams
Subject: One last thing, Shelley
Hi Shelley,<br><br>Sent you a couple of notes about document infrastructure at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits eliminated $4/document in costs and automated 1M+ communications · Asset: GUC3E41.PDF
Shelley, appreciate you connecting. I sent a few emails over the past couple weeks about getting template changes for declarations and claims correspondence off the IT queue, so figured I'd try here instead.
At MHC we help insurers move that ownership to the business side directly. Allied Benefits is a good reference point, they cut $4 per document in costs and automated over a million communications after making that shift.
If any of this lands, feel free to reach out whenever.
Chris
Joseph Peterson
Vice President - Agribusiness P&C Claims
operations · vp
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Angle: strategic claims leadership and tenure
Hooks: your 11-year track record at Zenith transitioning from Casualty Claims Director to VP of Agribusiness P&C Claims, Zenith's focus on 'The Zenith Difference' in specialized Agribusiness claims and litigation, the scale of claim correspondence including renewals and certificates for Zenith's specialized P&C policyholders
posture: peer CTA: soft type: problem_first
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Subject: Document changes at The Zenith
Hi Joseph,<br><br>Chris here from MHC Automation.<br><br>Given your role leading agribusiness P&C claims at The Zenith, I wanted to ask about something we see come up a lot at insurers your size. When a claims correspondent or compliance person needs to update a notice or letter, does that still require going through IT to get it done?<br><br>At carriers handling workers' comp and agribusiness lines, the document types tend to be pretty varied. Claim acknowledgment letters, coverage notices, loss run requests, reservation of rights letters. When any of those need a language change, a lot of teams are still waiting on a developer to touch the template. That wait adds up fast, especially when you're dealing with ag-related claims where timing really matters.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Joseph,<br><br>Following up on what I sent about the document change process at The Zenith.<br><br>One thing I should have mentioned: the pattern we see most often at insurers your size is that the people who actually know what a claims notice should say, your compliance team, your claims ops people, are not the ones who can update it. That job sits with a developer. So every change, even a minor one, becomes a ticket and a wait.<br><br>We've helped a number of insurers get that process off IT's plate entirely. Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. I'll be honest, I don't have a single insurance case study with a specific turnaround metric to share. But the pattern is consistent: once the business side can manage templates directly, the wait disappears and claims correspondence moves a lot faster.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Joseph
Hi Joseph,<br><br>Sent you a couple of notes about document infrastructure at The Zenith. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate are among 25+ insurers using MHC, which is ranked #1 for mid-market by Aspire. · Asset: UNLOCK1.PDF
Hey Joseph, appreciate you connecting.
I sent a few emails recently about the legacy document platform piece, so you probably have some context on what MHC does. Short version: we help insurers move template ownership to the business side so changes don't sit in an IT queue.
Guardian and Allstate are among the 25+ carriers running on MHC, which Aspire ranked number one for mid-market insurers, so the Zenith profile fits well.
Happy to reconnect here if the timing ever works.
Chris
WoodmenLife
woodmenlife.org
· insurance
· Omaha, US
A member-owned fraternal benefit society providing life insurance and financial security products while supporting community service.
Research did not yield a specific CCM vendor. General document production roles (Print Production Artist) and broad business platform administration roles are active in Omaha headquarters. Technical environment includes Docker and VMware with a transition toward Agile and cloud engineering.
Tier 2 score 51
Chris
1001_5000 employees · 1b_plus
Technology & Competitors
VMware
HG Insights
Docker
HG Insights
Strategic Initiatives
- Digital transformation to upgrade technology for improved member experience and operational support.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: INSURANCE LIFE
Awareness: stage_2
Scale: mid — Face amount of life insurance in force $39.4 billion
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- Leadership change: Recent appointment of a VP & Chief AI Officer to focus on data-driven innovation.
- Strategic Shift: Migration from waterfall to Agile development methodologies to improve quality assurance and delivery speed.
- Hiring: Active recruitment for a Cloud Engineer III and Business Platform Administrator in Omaha.
Contacts (10)
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Ken Knaub
Senior Vice President & Chief Information Officer
engineering · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: strategic technical debt & Agile transformation
Hooks: your promotion to CIO and focus on the IT roadmap covering 240+ systems, WoodmenLife's transition to Agile to improve quality and speed, leveraging your patent-holder's eye for innovation to modernize legacy policy issuance
posture: peer CTA: soft type: problem_first
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Subject: Document ops at WoodmenLife
Hi Ken,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at WoodmenLife, I wanted to ask about something we see come up a lot at fraternal benefit societies and insurers your size. When your team is working through an Agile transformation and paying down technical debt, does document template management tend to be one of those systems that keeps getting pushed to the back of the list?<br><br>What we usually hear from IT leaders in similar positions: the document layer is old, it's fragile, and every change to a member-facing notice or policy communication still requires a developer who knows the system. That creates a quiet drag on the teams trying to move faster on higher-priority work.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT overhead around document changes as your team modernizes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Ken,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see consistently: the insurer moves over, and the compliance or operations team starts handling template changes directly. IT stops being the bottleneck for every notice, renewal, or policy document that needs updating.<br><br>For an organization in the middle of an Agile transformation, that matters. Developer time is finite. When a regulatory change hits and your team needs to push updated language across policy communications to your full member base, that update shouldn't have to sit in a ticket queue behind other work.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Ken
Hi Ken,<br><br>Sent you a couple of notes about document infrastructure at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as your modernization work continues, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate automate complex policy contracts while empowering business users to handle template changes without IT tickets. · Asset: CCM_Buyers_Guide.pdf
Hey Ken, glad to be connected.
Sent you a few notes recently about the legacy document platform piece, so I won't retread that ground. At MHC we help insurers move template ownership to the business side and off the IT queue. Guardian and Allstate both use us to manage complex policy contract changes without routing every update through a developer. Given what WoodmenLife is running on the document infrastructure side, figured this channel might be an easier place to have a real conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Rob LaMagna-Reiter
Vice President & Chief Information Security Officer
engineering · vp
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📋 ULTIMA1.PDF
Angle: Security-first architecture for member communications
Hooks: Experience in zero-trust principles and risk management, Focus on safeguarding member data in communications, Alignment with WoodmenLife's shift toward Agile development methodologies
posture: peer CTA: soft type: problem_first
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Subject: Document security at WoodmenLife
Hi Rob,<br><br>Chris here from MHC Automation.<br><br>Given your role as CISO at WoodmenLife, I wanted to ask about something that comes up a lot with insurers your size going through digital transformation. When you're upgrading core systems and modernizing the member experience, does the document layer ever surface as a security or architecture risk you have to work around?<br><br>What I usually hear is that policyholder communications, things like declarations, renewal notices, and correspondence, are still tied to legacy composition systems that were never designed with modern access controls or audit trails in mind. When a modernization effort touches the surrounding infrastructure, those document systems become a liability they weren't originally scoped to be.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that exposure as WoodmenLife moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in risk with legacy document systems
Hi Rob,<br><br>Following up on what I sent about the document layer and your modernization work.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see across insurers their size: document templates were originally managed by developers inside legacy composition systems. Every change, regulatory update, new disclosure language, premium notice revision, required a ticket and a wait. When the surrounding infrastructure started changing, those systems became blockers.<br><br>What changed for them is that the compliance and operations teams could make template updates directly, within controls IT defines. The developer stopped being the bottleneck for day-to-day document changes. With your member base, that matters most when a state regulatory change requires updated language across dozens of policy document variants at once.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing technical debt by decoupling document composition from core logic
Subject: One more thing, Rob
Hi Rob,<br><br>Sent you a couple of notes about document infrastructure at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during your modernization push, feel free to reach out.
Proof: Guardian and Allstate use MHC for secure, scalable insurance communications · Asset: ULTIMA1.PDF
Hey Rob, appreciate you connecting.
I sent a few emails over the past few weeks about the architecture lock-in risk that tends to come with legacy document systems, so you've got some context on what we do. MHC helps insurers move template management off IT infrastructure and onto the business side without the security exposure that usually comes with that shift. Guardian and Allstate both use MHC for that reason, secure and scalable without the lock-in.
Given your role at WoodmenLife, figured LinkedIn might be a better place to have this conversation anyway.
Happy to reconnect here if the timing ever works.
Chris
Sarah Ritchie
Director of Product Management
operations · director
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📋 UNLOCK1.PDF
Angle: strategic product development overhaul
Hooks: your role overseeing the building of a streamlined product development process to scale membership, 20+ years of experience in product, strategy, and operations at Principal Financial Group, WoodmenLife's recent shift toward Agile methodologies to improve quality and speed
posture: peer CTA: soft type: problem_first
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Subject: Document changes at WoodmenLife
Hi Sarah,<br><br>Chris here from MHC Automation.<br><br>Given your role in product management at WoodmenLife, I wanted to ask about something we see come up a lot at insurers your size. When product changes hit, does updating the member-facing documents that go along with them still require going back to IT for every template change?<br><br>With your member base, that lag can create real friction. A product update gets approved, but the correspondence, notices, and policy documents tied to it sit in a queue waiting on a developer. The product team knows exactly what the document should say. Getting there is the problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster when product changes need to reach members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Sarah,<br><br>One more thought on the document lag piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern: the insurer moves to MHC, business users start managing templates directly, and IT stops being the bottleneck for document changes.<br><br>That matters a lot when you're in the middle of a product overhaul. If every updated notice, policy document, or member communication has to go through a developer before it goes out, your product timelines are only as fast as the slowest ticket in the queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Sarah
Hi Sarah,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction during your technology upgrade, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to unlock document agility and eliminate IT bottlenecks. · Asset: UNLOCK1.PDF
Hey Sarah, glad we connected on here.
I sent a few emails about the legacy document platform piece at WoodmenLife, so apologies if this is starting to feel like a lot of channels. Figured LinkedIn was worth a try since the emails didn't land a reply.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian and Allstate are both running on it now, along with 25 or so other carriers who had the same infrastructure headaches.
Happy to reconnect here if the timing ever works.
Chris
Dan Nash
Director, Application Services
engineering · director
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📋 ULTIMA1.PDF
Angle: strategic technology modernization
Hooks: Your leadership in moving WoodmenLife toward Agile methodologies while overseeing Policy Conversion and Software Engineering teams, driving modernization across WoodmenLife’s policy and member communication stacks, focus on innovation to drive operational efficiency for your members
posture: peer CTA: soft type: problem_first
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Subject: Document updates and your IT queue
Hi Dan,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Application Services at WoodmenLife, I wanted to ask about something that comes up a lot at insurers your size. When your team pushes toward Agile, do document template changes still end up in a waterfall-style IT queue anyway?<br><br>It's a common gap. The core application work moves fast, but policy correspondence, premium notices, member communications, those still require a developer to touch the template. So even a minor content change becomes a ticket, a sprint, a wait.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person at WoodmenLife for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: The 'IT bottleneck' is the primary friction point in Agile modernization; even simple template updates for policy contracts or premium notices often get stuck in a waterfall-style IT queue despite the shift to Agile.
Hi Dan,<br><br>Following up on what I sent about the IT queue piece.<br><br>Guardian Life and 25+ other insurers we work with had the same dynamic: policy and claims correspondence locked behind developer access. Every content change was a project.<br><br>What shifted for them was separating the document layer from the application code entirely. Once that happened, the policy services team started handling template updates directly. IT stopped being the bottleneck for that work and could focus on higher-priority initiatives instead.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With WoodmenLife's member base and what sounds like real momentum on the modernization side, that kind of decoupling can matter a lot. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: True modernization means decoupling document logic from core application code, allowing business users in policy services to handle content updates while IT focuses on the AI and cloud initiatives recently prioritized by your new Chief AI Officer.
Subject: One last thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about the document infrastructure piece at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If CCM or template management becomes a friction point in your modernization work, feel free to reach out.
Proof: MHC NorthStar helped Guardian and over 25 other insurers eliminate the IT dependency for high-volume policy and claim correspondence, specifically cited in the Aspire Leaderboard for mid-market CCM. · Asset: ULTIMA1.PDF
Hey Dan, appreciated you connecting.
Sent you a few emails about the template change bottleneck in Agile environments, where policy and premium notice updates still end up in a waterfall IT queue even when the rest of the org has moved on. That friction point is what we help fix at MHC, moving template ownership to the business side so IT isn't the gatekeeper on routine correspondence changes. Guardian and a number of other mid-market insurers have gone that route, which is partly why MHC landed on the Aspire Leaderboard for CCM.
Happy to reconnect here if the timing ever works.
Chris
Pam Mortenson
Vice President, Strategic Initiatives
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic business transformation
Hooks: Current focus guiding teams that transform how work is done and support operations for nearly 700k members at WoodmenLife., Recent strategic shift from waterfall to Agile development to improve quality and speed of execution., Experience leading large-scale initiatives at Creighton University and West Corp (Interactive and Healthcare Practice).
posture: peer CTA: soft type: problem_first
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Subject: Document ops + strategic transformation
Hi Pam,<br><br>Chris here from MHC Automation.<br><br>Given your role leading strategic initiatives at WoodmenLife, I wanted to ask about something that comes up a lot in transformation work at insurers your size. When you're modernizing member experience, does the document production layer keep pace, or does it end up as one of those things that slows everything else down?<br><br>What we typically see: policy communications, member notices, renewal documents are all tied to legacy systems where a template change means an IT ticket and a wait. The business side knows what needs to change. Getting it changed is a different story.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what you're working on at WoodmenLife. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Pam,<br><br>Following up on what I sent about document ops and your transformation work.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to MHC. The bigger shift was that their ops team stopped waiting on developers for every template update.<br><br>That matters a lot during a transformation push. When a regulatory notice or member communication has to go out to your full member base fast, the last thing you want is a developer bottleneck between the decision and the delivery.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One more thing, Pam
Hi Pam,<br><br>Sent you a couple of notes about document infrastructure at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Pam, good to be connected. I sent a few emails about the legacy document platform piece, so you have some context on what we do at MHC, helping insurers move template ownership off IT and onto the business side.
What I did not mention is the depth on the insurance side. Allstate, Guardian, Acuity, Intact, and around 25 others run on MHC, and the pattern we see at those companies tends to start somewhere in the document infrastructure layer.
Given WoodmenLife's strategic initiatives work, that connection might be relevant or it might not.
Worth a quick conversation to see if any of this is relevant?
Chris
Jerry Smolinski
Senior Vice President & Chief Information Officer
operations · c_level
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📋 ULTIMA1.PDF
Angle: strategic shift to agile & cloud modernization
Hooks: Migration from waterfall to Agile development to improve delivery velocity, Active hiring for Cloud Engineer III and Business Platform Administrator roles, 2026 appointment of a VP & Chief AI Officer to drive data-driven innovation
posture: peer CTA: soft type: problem_first
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Subject: Document changes at WoodmenLife
Hi Jerry,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at WoodmenLife, I wanted to ask about something that comes up a lot at insurers your size. When your business teams need to update member-facing documents like policy notices, renewal letters, or certificates, does that still require an IT ticket and a developer to touch the template?<br><br>For a lot of insurers going through cloud modernization, the document layer ends up being the last thing that catches up. Business teams know what the document should say, but they can't change it without pulling someone from IT. At your member volume, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your IT team from routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Jerry,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>I'll be honest with you: the insurance case studies I have don't come with a single headline metric I can point to. What I can tell you is the pattern we see across Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait for IT to make a policy notice change disappears.<br><br>For a fraternal insurer with your member base, that matters most when something time-sensitive hits. A state regulatory change, a product update, a disclosure requirement that has to go out across member certificates and renewal notices before a deadline. On most legacy systems that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jerry
Hi Jerry,<br><br>Sent you a couple of notes about the document infrastructure piece at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your cloud modernization work, feel free to reach out.
Proof: MHC helps 25+ insurers like Guardian and Allstate; recognized as Aspire #1 mid-market leader. · Asset: ULTIMA1.PDF
Hey Jerry, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in modernisation work, so you've got some context on where we play. At MHC we help insurers move template ownership off IT queues to the business side, so your team isn't the bottleneck every time something needs to change in a customer-facing document.
Guardian and Allstate are both running on MHC now, which is part of why Aspire ranked us the top mid-market CCM platform.
If any of this lands, feel free to reach out whenever.
Chris
Lynne Barr
Director, Core Operations Compliance and Customer Support
operations · director
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📋 UNLOCK1.PDF
Angle: compliance-operations intersection and career tenure
Hooks: 40-year tenure at WoodmenLife, transitioning from Contract Services Manager to Director of Core Operations Compliance, Responsibility for ensuring quality and timely review of customer communications and compliance audit support, Alignment with WoodmenLife's 2025-2026 strategic focus on Agile development and AI-driven data innovation
posture: peer CTA: soft type: problem_first
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Subject: Document changes at WoodmenLife
Hi Lynne,<br><br>Chris here from MHC Automation.<br><br>Given your role sitting across compliance and core operations at WoodmenLife, I wanted to ask about something that comes up a lot at fraternal insurers your size. When a regulatory change hits, how fast can your team actually get updated language into member-facing documents, and who has to be involved to make it happen?<br><br>What I typically hear is that the compliance side knows exactly what needs to change, but the actual update requires an IT ticket and a wait. By the time the developer gets to it, someone is manually tracking which documents have the new language and which ones don't. With your member base, that exposure adds up quickly.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your compliance team move faster on document changes without creating a bottleneck for IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: compliance_anxiety
Hi Lynne,<br><br>Following up on what I sent about compliance and document turnaround.<br><br>Guardian Life and 25+ other insurers run their policyholder communications on MHC NorthStar CCM. The pattern I see consistently: once the compliance team can make template changes directly, without routing through a developer, the wait disappears. The people who need to get the language right are the ones updating it.<br><br>That matters most when a state regulatory change comes in with a short deadline. On legacy systems, that's a developer project. Declarations pages, renewal notices, cancellation letters, all of them touch a system that requires someone with technical access to open it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Lynne
Hi Lynne,<br><br>Sent you a couple of notes about document turnaround and compliance workflows at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction on the compliance side, feel free to reach out.
Proof: Guardian and 25+ other insurers utilize MHC to manage complex policy documentation without IT bottlenecks. · Asset: UNLOCK1.PDF
Lynne, appreciate you connecting. Sent a few emails over the past couple of weeks about the compliance pressure around document changes, so figured LinkedIn was worth a shot.
At MHC we help insurers keep template ownership on the business side so compliance updates don't stack up in an IT queue. Guardian and a number of other carriers use it specifically for that reason, managing complex policy documentation without routing every change through a developer.
Given your role spans operations and compliance, it seemed like something that might be worth a conversation. If any of this lands, feel free to reach out whenever.
Chris
Jen Hough
Enterprise Transformation Leader
operations · director
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Angle: Agile transformation and platform administration background
Hooks: Leadership of Agile practices rollout and the Business Technology backlog, Background managing Platform Administrators for Business Technology teams, Recent WoodmenLife strategic shift toward Agile and AI-driven innovation (2025-2026)
posture: peer CTA: soft type: problem_first
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Subject: Document ops at WoodmenLife
Hi Jen,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise transformation at WoodmenLife, I wanted to ask about something that comes up a lot at insurers going through platform modernization. When your team needs to update member-facing documents like policy notices, renewal letters, or benefit statements, does that still require going through IT and waiting on a developer to touch the template?<br><br>It's one of those things that can quietly slow down a transformation roadmap. The modernization work moves forward, but document production stays stuck in the old model. Every change, even a small compliance update, turns into a ticket and a wait.<br><br>With your background in agile transformation and platform administration, I imagine you've run into this kind of friction before. The document layer often doesn't get addressed until it becomes a bottleneck.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction as WoodmenLife continues its modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=operational pain: template change delays, business user frustration, compliance anxiety, document quality.
Hi Jen,<br><br>One more thought on the document ops piece I mentioned.<br><br>The pattern we see at insurers your size is that policyholder data sits across multiple systems. Claims, policy admin, enrollment. When a regulatory change comes in, someone has to update templates in a system only a developer can touch. That wait adds up fast, especially when notices have to go out to a large member base on a deadline.<br><br>With your member base at WoodmenLife, that kind of delay in getting compliant communications out can create real compliance anxiety for the ops and compliance teams.<br><br>On the proof side, I'll be honest: I don't have a single named insurance case study with a specific metric to point to. What I can tell you is the pattern across Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>That's what MHC NorthStar CCM does differently: the people who need to update a notice are the ones who make the change, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap; CCM as missing piece for modernization gaps.
Subject: One last thing, Jen
Hi Jen,<br><br>Sent you a couple of notes about document ops at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Jen, appreciate the connection.
Sent you a few emails recently about the document infrastructure gap that tends to show up in transformation work, specifically around template changes taking longer than they should and compliance sign-off creating bottlenecks at the business layer.
At MHC we help insurers move template ownership off IT queues and onto the business side. Carriers like Guardian, Allstate, and Acuity have gone that route, and it tends to remove a persistent friction point from broader modernisation efforts.
Happy to reconnect here if the timing ever works.
Chris
Nate Smith
Vice President & Chief AI Officer
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Angle: strategic AI transition and architecture background
Hooks: Your recent appointment as Chief AI Officer to lead data-driven innovation at WoodmenLife, Transition from Chief Data Officer and your long tenure overseeing solutions architecture and application services, WoodmenLife's current shift toward Agile methodologies to improve delivery quality
posture: peer CTA: soft type: problem_first
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Subject: Document ops at WoodmenLife
Hi Nate,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing AI and architecture at WoodmenLife, I wanted to ask about something we see come up a lot at insurers in the middle of a digital transformation push. When your team is trying to modernize the member experience, is the document production layer keeping up with the rest of the roadmap?<br><br>The pattern we usually see: the AI and platform work moves fast, but policyholder communications, renewal notices, certificates, correspondence — those are still tied to a legacy system that only a developer can touch. Every change is a ticket. Every ticket is a wait. At your member volume, that adds up.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if what we do is relevant to where WoodmenLife is headed. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
Hi Nate,<br><br>Following up on what I sent about the document layer piece.<br><br>One thing worth sharing: the insurers we work with that are deep in modernization projects tend to hit the same wall. The AI and integration work is moving, but the document side is still a developer dependency. Compliance wants to update a notice, ops needs to revise a certificate, and it goes into a queue behind everything else your team is prioritizing.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC NorthStar CCM. The pattern across all of them: once the compliance and ops teams can make template changes directly, IT stops being the bottleneck for document work and your developers stay focused on higher-priority projects.<br><br>For a team with your architecture background and an active transformation roadmap, that kind of separation tends to be a clean fit. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to remove IT dependencies
Subject: One last thing, Nate
Hi Nate,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or CCM processes become a friction point on your roadmap, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Nate, appreciate you connecting.
Sent you a few emails about the document layer sitting between IT and the business side at WoodmenLife. At MHC we help insurers get template changes off the developer queue so the business can own that work directly. A few names you'd recognise in that install base: Guardian, Allstate, Intact, Acuity. 25-plus carriers total, including some who were dealing with the same developer scarcity problem before they made the move.
Given your AI roadmap work, that legacy document dependency is the kind of thing that tends to slow the rest of the architecture down.
Worth a quick conversation to see if any of this is relevant?
Chris
Staci Jackson
Director of Customer Service
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Angle: Recent promotion to Director of Customer Service (Dec 2025) and legacy of 25+ years in call center/workforce management at Fiserv.
Hooks: your recent appointment as Director of Customer Service at WoodmenLife, your experience at Fiserv and focus on transforming business operations, your goal of ensuring customer satisfaction measures as WoodmenLife scales its strategic initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document changes at WoodmenLife
Hi Staci,<br><br>Chris here from MHC Automation.<br><br>Congrats on the Director role. Given your background running call center ops and now stepping into customer service leadership at WoodmenLife, I wanted to ask about something that comes up a lot at fraternal benefit societies your size.<br><br>When a member calls in about a policy notice, a premium statement, or a beneficiary change letter, is your team working off documents that took an IT ticket to update? Because that gap between what a rep knows and what the document says is usually where calls get complicated.<br><br>With your member base, that's a lot of interactions where the document is either the reason for the call or the thing that should have prevented it.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: doc_ops
Hi Staci,<br><br>One more thought on the document operations piece I mentioned.<br><br>The honest answer on insurance case studies is this: Guardian Life, Allstate, Intact Financial, and Acuity all run their policyholder communications on MHC. The pattern we see across all of them is the same. The insurer moves over, the business side starts managing templates directly, and the IT ticket queue for document changes stops growing.<br><br>For a customer service leader, that matters in a specific way. When a regulatory change hits or a notice needs updated language, the wait used to be a developer project. On MHC NorthStar CCM, the compliance or ops team makes the change the same day, with approval workflows built in so IT still has oversight.<br><br>For your team, fewer outdated documents means fewer calls explaining why what a member received doesn't match what a rep is seeing.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Staci
Hi Staci,<br><br>Sent you a couple of notes about document operations at WoodmenLife. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction for your team, feel free to reach out.
Proof: Insurance · Asset: UNLOCK1.PDF
Staci, glad you're connected. Sent you a couple of emails about the document operations piece and figured LinkedIn might be a better place to land.
At MHC we help insurers move template ownership off IT and onto the business side. Guardian, Allstate, and Intact run their policyholder communications on MHC, and they're part of a group of 60+ insurance organisations doing the same.
Happy to reconnect here if the timing ever works.
Chris
The Hartford
thehartford.com
· insurance
· Hartford, US
The Hartford is a multi-line insurance and investment company serving small businesses and individuals.
Confirmed SmartCOMM user with internal evidence of legacy Oracle Documaker usage for claims correspondence via Cognizant and TCS developer profiles.
Tier 2 score 51
Chris
⭐ SmartCOMM
5000_plus employees · 1b_plus
Technology & Competitors
Google Cloud
HG Insights
Nayya
HG Insights
Strategic Initiatives
- Accelerating AI adoption across underwriting and claims workflows via Google partnership., Expansion into the Sunbelt states targeting 12% regional growth.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: developer_scarcity
Tertiary: compliance_accessibility
Sub-vertical: P&C, Life, Employee Benefits
Awareness: stage_2
Scale: mega — policies in force ~20M+
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: T2_named (on NorthStar CCM): Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C), Intact Financial, Acuity, Loomis.
Live Signals (leadership, M&A, events)
- leadership_change: Jeff Hawkins appointed as EVP
- Chief Data
- AI and Operations Officer.
- leadership_change: Jason Loveland appointed as Chief AI and Analytics Officer to drive enterprise-wide AI strategy.
- growth: Reported Q1 2026 net income of $851 million
- +1 more
Contacts (12)
completed: 3 queued: 9
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Tayton Lyon
AVP Centralized Operations and Personal Insurance Shared Services
operations · vp
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Angle: Shared services leadership and centralized operations focus
Hooks: Current role leading Centralized Operations and Personal Insurance Shared Services at The Hartford since April 2025, Extensive 24-year tenure at The Hartford across claims, service operations, and digital process ownership, Recent engagement with enterprise AI and Data leadership initiatives at the company
posture: peer CTA: soft type: problem_first
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Subject: Document updates, The Hartford
Hi Tayton,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing centralized operations and shared services at The Hartford, I wanted to ask about something that comes up a lot at carriers your size. When a regulatory change hits, or a product update needs to roll through declarations pages, endorsements, renewal notices, or claims correspondence, does that work still run through a developer queue before anything changes?<br><br>At the volume The Hartford operates, that kind of bottleneck compounds fast. One template change for a multi-state product line can mean dozens of variants sitting in a backlog while the business side waits. Shared services teams tend to absorb that friction quietly until it becomes a capacity problem.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team reduce that dependency without losing the controls that centralized ops requires. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: SmartCOMM implementation complexity and the shared services bottleneck for template updates across 15+ document types
Hi Tayton,<br><br>Following up on what I sent about document changes running through IT at The Hartford.<br><br>One thing I should have mentioned: Acuity and Guardian both run complex multi-line operations on MHC. The pattern we see is consistent. Once the business side can manage template updates directly, within the approval workflows IT sets, the backlog stops building. Declarations, endorsements, cancellation notices, claims correspondence. Changes happen the same day instead of the same sprint.<br><br>For a shared services team covering personal lines at the scale The Hartford operates, that matters especially when a state regulatory change needs to propagate across every affected policy form before the effective date.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Moving beyond SmartCOMM’s architecture to a business-user self-service model that eliminates IT tickets for declarations and claims correspondence
Subject: One more thing, Tayton
Hi Tayton,<br><br>Sent you a couple of notes about document template management at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and Guardian reduced template management overhead while supporting complex multi-line insurance operations · Asset: ULTIMA1.PDF
Hey Tayton, appreciate you connecting. I sent a few emails recently about the SmartCOMM complexity piece and the shared services bottleneck on template updates, so figured I'd say hello here too.
At MHC we help insurers move template ownership off central queues and to the business side. Acuity and Guardian have both cut template management overhead significantly while running complex multi-line operations, which felt relevant given what you're managing across those 15+ document types.
Happy to reconnect here if the timing ever works.
Chris
Agnes Perez-Flores
Director of Service and Claims Operations
operations · director
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Angle: AI-driven operational modernization
Hooks: Leadership in Personal Lines operations with a focus on leveraging AI to reduce friction in the customer journey., Recent appointment as Director of Service and Claims Operations as of August 2024., Focus on streamlining workflows and enhancing service delivery for claims and policy service.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis · Asset: UNLOCK1.PDF
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David Mangold
VP, IT Management (Technology Transformation)
operations · vp
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Angle: strategic policy administration overhaul and MLC product innovation
Hooks: your leadership in the Policy Administration system overhaul at The Hartford, partnering with the CIO on strategic direction for Middle and Large Commercial (MLC) business, driving the transition to fully agile methodologies for complex IT pipelines
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The Hartford's $3.3B growth and AWS microservices shift (RESTful APIs) create a massive 'IT tax' if document generation remains a legacy bottleneck for MLC policy contracts and beneficiary notices.
—
Reframe: Don't let CCM be the technical debt that stalls your 2026 transformation; move from developer-heavy template hardcoding to a business-user self-service model that aligns with your agile roadmap.
Subject: —
—
Proof: MHC helps insurance leaders like Guardian and Allstate (T2) eliminate document bottlenecks, while healthcare peers like Natera (T1) collapsed template turnaround from 2.5 weeks to just 2 days. · Asset: ULTIMA1.PDF
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Shekar Pannala
Chief Information Officer
engineering · c_level
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Angle: enterprise-wide technology modernization and strategic expansion
Hooks: leading cloud modernization and innovation efforts as Enterprise CIO since 2025 reshuffle, overseeing the strategic launch of the new technology hub in Hyderabad to drive digital engineering, recognition in the 2025-2026 Business Transformation 150 (BT150) for leading innovation at scale
posture: peer CTA: soft type: problem_first
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Subject: Document ops + Hartford's modernization push
Hi Shekar,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at The Hartford, I wanted to ask about something that comes up a lot at carriers your size. As you're accelerating AI adoption across underwriting and claims, is the document production layer keeping pace, or is it still running on architecture that requires a developer for every template change?<br><br>At mega-carrier scale, that dependency compounds fast. Policy documents, endorsements, declarations pages, claims correspondence, renewal notices, all of it pulling from multiple backend systems. When a regulatory change hits or a new Sunbelt state product rolls out, someone has to get in line behind a developer who knows the legacy system. That's a real drag on a modernization roadmap moving as fast as yours.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help remove that bottleneck from your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in and modernization debt caused by legacy dependency bottlenecks
Hi Shekar,<br><br>Following up on what I sent about the document production layer.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see every time: the carrier moves off their legacy composition system, hands template ownership to the business side, and the wait for IT to process document change requests disappears. Compliance makes the change the same day it's needed.<br><br>That matters especially at your volume. With millions of policyholders across P&C and group benefits, a regulatory update or a new Sunbelt state product launch means endorsements, declarations pages, and cancellation notices all need to move fast. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transitioning from a centralized 'IT ticket' dependency model to a business-led self-service architecture
Subject: One last thing, Shekar
Hi Shekar,<br><br>Sent you a couple of notes about the document infrastructure piece at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on the modernization roadmap, feel free to reach out.
Proof: The Hartford manages a complex insurance document scale similar to Guardian and Allstate; MHC enables these leaders to modernize document ops without architecture lock-in. · Asset: ULTIMA1.PDF
Shekar, appreciated the connection.
Sent you a few notes recently about the architecture lock-in that tends to build up around legacy document layers. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck every time a communication needs to change. Guardian and Allstate have both worked through that modernization without having to rebuild the architecture around it.
Given what you're likely navigating at The Hartford's scale, that tradeoff tends to matter.
If any of this lands, feel free to reach out whenever.
Chris
Sanjay Rai
CIO, Middle and Large Business
engineering · c_level
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Angle: strategic technical leadership in Charlotte's expansion and Middle/Large Business IT
Hooks: your sponsorship of the Charlotte Technology program, recent Q1 2026 financial growth and $3.3B authorization, your role leading Middle and Large Business technology strategy at The Hartford
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with Hartford's AI push?
Hi Sanjay,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT across Middle and Large Business at The Hartford, I wanted to ask about something that comes up often at carriers your size. With the volume of policyholder communications running through your operation, does updating customer-facing documents like declarations pages, endorsements, renewal notices, and claims correspondence still require going through a developer every time?<br><br>At carriers running millions of policies, that dependency tends to become a real drag. A regulatory change hits, a state filing requires updated language, or a business unit needs to reflect a new product variation, and the whole thing lands in an IT queue. The people who know what the document should say are waiting on the people who know how to change the system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce that dependency across your policy and claims document workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Sanjay,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One thing I should have included: the pattern we see across carriers your size is pretty consistent. Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. In each case, the move came down to the same thing: business users were waiting on developers for every template change, and at millions of policies, that wait adds up fast.<br><br>With The Hartford accelerating AI across underwriting and claims, and pushing into Sunbelt markets, the document layer has to move at the same speed. A state filing change in Texas or Florida that takes three weeks to get into a renewal notice or declarations page is a compliance exposure, not just a process annoyance.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Sanjay
Hi Sanjay,<br><br>Sent you a couple of notes about the document infrastructure piece at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current document composition setup ever becomes too much of a friction point as Hartford scales into new markets, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Sanjay, appreciate you connecting.
Sent you a few emails about the legacy document platform piece, so you have some context on what we do. At MHC we help insurers move template ownership off IT queues and to the business side. Allstate and Acuity have both made that shift with us, and we work with 25+ carriers across the mid-market and above.
Given your remit at The Hartford, some of it may be relevant, some may not.
Worth a quick conversation to see if any of this is relevant?
Chris
Vladimir Stojanovic
Head of Enterprise Strategy
operations · vp
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Angle: strategic office creation + tech background
Hooks: your appointment to lead the newly formed Enterprise Strategy Office to accelerate growth and innovation, background in computer engineering from Brown and Stony Brook aligning with The Hartford's Cloud and API modernization, focus on enhancing business models through predictive analytics and real-time market intelligence
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Hartford scale
Hi Vladimir,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise strategy at The Hartford, I wanted to ask about something we see come up a lot at insurers your size. With millions of policyholders across P&C and group benefits, does updating customer-facing documents like declarations pages, endorsements, or renewal notices still require going through IT and waiting on a developer who knows the system?<br><br>At the scale The Hartford operates, that dependency adds up fast. A regulatory change in one of your Sunbelt markets, a coverage language update across a product line, a claims correspondence revision. Each one becomes a developer project instead of a same-day change. The business side knows what the document should say. Getting it there is a different story.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the friction between your ops teams and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Vladimir,<br><br>Following up on what I sent about the IT dependency piece.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric to share. What I do have is a pattern I've seen repeat across the 60+ insurers we work with, including Guardian Life, Allstate, Intact Financial, and Acuity.<br><br>The insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and the wait disappears. Changes that used to take weeks because they needed a developer now happen the same day.<br><br>For an organization running at Hartford's volume across P&C, group benefits, and a growing Sunbelt footprint, that matters. A state-specific regulatory update to a cancellation notice or premium statement shouldn't be sitting in a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Vladimir
Hi Vladimir,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Vladimir, appreciated you connecting.
Sent you a few emails about the document infrastructure gap in modernisation work, specifically the IT ticket bottleneck on template changes. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership off IT queues to the business side. Allstate and Intact have both made that shift, and we're now working with 25+ carriers across the mid-market.
If any of this lands, feel free to reach out whenever.
Chris
Kristen Kunz
Small Business Director of Operations
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Angle: internal operational excellence and policy issuance background
Hooks: Promoted to Small Business Director of Operations in March 2025, Extensive background in policy issuance, renewal transactions, and quality analysis at The Hartford, Recipient of the Circle of Excellence and Service Excellence awards for driving process improvements in operations
posture: peer CTA: soft type: problem_first
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Subject: Policy ops at The Hartford
Hi Kristen,<br><br>Chris here from MHC Automation.<br><br>Given your role running operations for small business at The Hartford, I wanted to ask about something that comes up a lot at carriers your size. When a template change is needed for a policy document or endorsement, does that still require going through IT and waiting on a developer to touch the system?<br><br>At mega-volume carriers, that wait adds up fast. A compliance update or a new state filing hits, and the team that knows exactly what the document needs to say is stuck waiting on a ticket queue instead of just making the change. With The Hartford expanding into Sunbelt markets and pushing volume in small commercial lines, that kind of lag can slow down policy issuance at exactly the wrong moment.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without pulling IT into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Operational friction in policy issuance and the business-user bottleneck for template changes in high-volume small commercial lines.
Hi Kristen,<br><br>Following up on what I sent about policy document workflows.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see across both is the same: once the business side can manage templates directly, the wait for IT disappears. Compliance makes the change, it goes through approval, and it's done the same day.<br><br>At your volume in small commercial lines, that matters. A new Sunbelt state filing or a product update means dozens of endorsements and policy forms need to move fast. On most legacy systems that's a developer project. On MHC NorthStar CCM, your ops team handles it directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Shifting from IT-led document updates to business-user self-service to eliminate the 'IT ticket wait' and accelerate policy delivery.
Subject: One more thing, Kristen
Hi Kristen,<br><br>Sent you a couple of notes about policy document workflows at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale into new markets, feel free to reach out.
Proof: MHC helps top-tier insurers like Guardian and Allstate streamline high-volume communications; specifically, our T1 customers manage 200+ templates with massive efficiency gains. · Asset: UNLOCK1.PDF
Hey Kristen, good to have you in my network.
I sent a few emails about the template change bottleneck on high-volume small commercial lines. Not sure if any of that landed, but figured LinkedIn was worth a shot.
At MHC we help insurers get template ownership off IT queues and onto the business side. Companies like Guardian and Allstate are managing 200-plus templates with a fraction of the overhead they had before, which tends to matter a lot in high-volume lines.
Happy to reconnect here if the timing ever works.
Chris
Imran Malik
Chief Technology Officer
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Angle: strategic cloud modernization & global tech expansion
Hooks: your recent appointment as CTO leading the new Hyderabad Global Tech Centre, The Hartford’s move toward Amazon ECS and modernizing .NET legacy applications, reported Q1 2026 net income growth of 36% and the $3.3B buyback authorization
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up, Imran?
Hi Imran,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at The Hartford, I wanted to ask about something that comes up a lot at carriers your size. As you accelerate AI adoption across underwriting and claims, is the document production layer keeping up with the rest of your modernization efforts?<br><br>At scale, it usually looks like this: policy documents, endorsements, and claims correspondence are still tied to legacy systems where every template change requires a developer. The business side flags something, IT queues it, and by the time it ships, two more changes are waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help remove that bottleneck from your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Imran,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC, alongside 25+ other carriers. The pattern is consistent: the insurer moves to MHC, compliance and ops start managing templates directly, and the wait on IT for document changes disappears.<br><br>At The Hartford's volume, with millions of policyholders across P&C and group benefits, that wait adds up fast. A regulatory change hits one state, and someone has to chase down the right template in a system only a developer can touch. Declarations pages, endorsements, cancellation notices, premium notices, all of it sitting behind a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: your compliance team makes the change directly, with approval workflows built in so IT keeps oversight without being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing on doc infrastructure
Hi Imran,<br><br>Sent you a couple of notes about document infrastructure at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your modernization roadmap, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to eliminate the IT bottleneck for policy and contract changes. · Asset: ULTIMA1.PDF
Imran, appreciate you connecting.
Sent you a few emails about the legacy document platform piece, so you've got the background. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every policy or contract change. Guardian and Allstate both made that shift with us, along with 25 or so other carriers.
Worth a quick conversation to see if any of this is relevant?
Chris
Nachiket Mehta
Vice President, AI & Data Engineering
engineering · vp
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📋 GUASP3.PDF
Angle: recent_appointment_and_modernization_vision
Hooks: Your recent appointment as VP of AI & Data Engineering at The Hartford and your focus on 'Data as a Product' vs. just an operational layer., The multi-year Data Mesh transformation you led at Wayfair, specifically scaling to over 2,000 engineers., Your 'Shift Left' strategy for data foundations and the move toward GenAI-powered decision assistants.
posture: peer CTA: soft type: problem_first
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Subject: document layer and AI readiness
Hi Nachiket,<br><br>Chris here from MHC Automation.<br><br>I noticed your work on AI and Data Engineering at The Hartford, specifically the 'Data as a Product' thinking you've championed. Wanted to ask something that comes up a lot with engineering leaders at carriers your size: when your team is building toward GenAI-powered decision layers, is document composition still sitting on the critical path as a technical dependency?<br><br>At mega-scale insurers, declarations, endorsements, renewals, claims correspondence, and the rest of the document stack often run on platforms that require developer involvement for every template change. That creates drag for AI and data teams who are trying to move fast on higher-order work. We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: it_architecture -> technical debt: developer scarcity, integration burden, migration risk, architecture simplification.
Hi Nachiket,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly, with approval workflows built in. Their engineering teams stopped being the bottleneck for document updates.<br><br>That matters a lot when you're running a Shift Left strategy. If document composition is still a developer task at The Hartford, every regulatory change to a declarations page or a cancellation notice becomes an engineering ticket. That's technical debt your AI and data engineers are carrying that has nothing to do with what you're actually building. That's what MHC NorthStar CCM does differently: it pulls document template management out of the engineering queue without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: one last thing, Nachiket
Hi Nachiket,<br><br>Sent you a couple of notes about the document infrastructure piece at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms. It covers the architecture shift and how carriers handle the transition without adding risk to the engineering roadmap.</a><br><br>If current document composition becomes a friction point for your AI and data work, feel free to reach out.
Proof: T1=HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: GUASP3.PDF
Nachiket, good to be connected.
Sent you a few emails about the developer scarcity and integration burden side of document infrastructure. Not sure if those landed, but figured LinkedIn was worth a try.
At MHC we help insurers move template ownership off IT queues so engineering teams stop carrying that maintenance load. Santander and Fidelity have both used that to simplify their document layer as part of broader architecture work, which sounded relevant given what you're carrying at The Hartford.
If any of this lands, feel free to reach out whenever.
Chris
Brian Ignatowicz
VP, Digital Experience & Product Management
operations · vp
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📋 UNLOCK1.PDF
Angle: strategic alignment of legacy CCM modernization with current AWS/Microservices cloud migration roadmap
Hooks: Current focus on scaling RESTful APIs and microservices on AWS to support $3.3B share repurchase and growth goals, Experience leading Digital Experience and Product Management for The Hartford's Personal Lines, Alignment with your mandate to modernize customer-facing digital touchpoints and product delivery
posture: peer CTA: soft type: problem_first
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Subject: Hartford doc layer + cloud roadmap
Hi Brian,<br><br>Chris here from MHC Automation.<br><br>Given your role leading digital experience and product at The Hartford, I wanted to ask about something we see come up a lot at insurers your size. As you're moving infrastructure to the cloud, does the document production layer keep pace, or does it end up being the thing that slows everything else down?<br><br>At a company like The Hartford, with millions of policyholders across P&C and group benefits, that layer touches a lot. Declarations pages, renewal notices, claims correspondence, endorsements. When those templates live inside legacy composition systems that only developers can touch, every product or compliance change becomes an IT project. That friction shows up fast when you're trying to move quickly on a cloud migration.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help align your document layer with where the rest of your stack is heading. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Brian,<br><br>Following up on what I sent about the document layer and your cloud roadmap.<br><br>One thing I should have been more specific about: Guardian Life and Allstate both came to us with a version of the same problem. Their document templates were tightly coupled to core systems, which meant any change, whether it was a state regulatory update or a product rollout, had to go through a developer who knew that specific environment. At their volume, that bottleneck was slowing down compliance timelines and making regional expansion harder than it needed to be.<br><br>With MHC NorthStar CCM, the compliance or product team makes the change directly. IT stops being the bottleneck. For an insurer pushing into new markets, that matters, because you can't be waiting on a developer every time a state requires updated policy language or a new endorsement format.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Brian
Hi Brian,<br><br>Sent you a couple of notes about the document layer at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the cloud migration moves forward, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate leverage MHC to decouple document logic from core code, accelerating digital delivery · Asset: UNLOCK1.PDF
Hey Brian, appreciate you connecting.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, figured LinkedIn might be a better place to continue the conversation. At MHC we help insurers move template ownership off IT queues so the business side can move faster. Guardian and Allstate have used that approach to decouple document logic from core code, which tends to clear a fair bit of roadmap friction.
Worth a quick conversation to see if any of this is relevant?
Chris
Jeffery Hawkins
EVP, Chief Data, AI and Operations Officer
operations · c_level
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📋 CCM_Buyers_Guide.pdf
Angle: recent recognition and expanded mandate
Hooks: Congratulations on the CDO Magazine 2026 recognition as a top data leader—well deserved given the scale of your digital transformation work., Noticed your mandate now explicitly bridges Data, AI, and Operations to align strategic tech priorities., Reference to the April 2026 Q1 growth and the focus on AI-ready data products across all lines of business.
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with AI push?
Hi Jeffery,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing data, AI, and operations at The Hartford, I wanted to ask about something we see come up a lot at carriers your size. As you're accelerating AI across underwriting and claims, is the document production layer keeping pace, or is it still dependent on developers for every template change?<br><br>At mega-scale, that gap becomes visible fast. Declarations pages, endorsements, renewal notices, claims correspondence — when a regulatory change hits or a new product rolls out into Sunbelt markets, someone has to track down the right template in a system only a developer can touch. That slows things down in ways that don't show up on an AI roadmap but absolutely show up in ops.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take the document bottleneck off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: platform_evaluation
Hi Jeffery,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: Essilor reduced their templates by 60% and cut infrastructure costs by 65% across 30 global locations. They went from 25% automated straight-through processing to 98% in three months.<br><br>The way they got there was by moving template ownership off IT. The people who know what a document should say — compliance, ops, product teams — started making changes directly, with controls in place. No ticket, no wait, changes happened the same day.<br><br>That matters at The Hartford's scale. With millions of policyholders across an expanding footprint, when a state changes a disclosure requirement or a new endorsement has to go out, you can't have that sitting in a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jeffery
Hi Jeffery,<br><br>Sent you a couple of notes about the document infrastructure piece at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale into new markets, feel free to reach out.
Proof: T2_metric · Asset: CCM_Buyers_Guide.pdf
Jeffery, good to be connected.
Sent you a few emails on the CCM evaluation piece I mentioned, so you've got the context. At MHC we help insurers move template ownership off IT and onto the business side. Guardian, Allstate, and Intact run their policyholder communications on MHC across 60+ insurance organisations, which gives you a sense of where it tends to land.
No agenda here beyond putting a name to the emails.
Happy to reconnect here if the timing ever works.
Chris
Anne Goulet
Enterprise Architect
engineering · manager
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📋 ULTIMA1.PDF
Angle: enterprise application governance
Hooks: your focus on governance for shared services like document and content management, The Hartford's Q1 2026 growth and the strategic AI leadership shift under Jeff Hawkins, your role managing the Alfabet platform and vetting new technology for POCs
posture: peer CTA: soft type: problem_first
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Subject: Document templates + Hartford's AI push
Hi Anne,<br><br>Chris here from MHC Automation.<br><br>Given your role as Enterprise Architect at The Hartford, I wanted to ask about something that comes up a lot at insurers your size. When your underwriting and claims teams need to update customer-facing documents, does that still require an IT ticket and a developer to touch the template?<br><br>At the scale The Hartford operates, that dependency adds up fast. Policy documents, endorsements, renewal notices, claims correspondence, any change that touches those templates has to go through someone who knows the system. Meanwhile the business side is waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for document changes at your volume. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Anne,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC NorthStar CCM. The pattern we see at insurers their size: once the compliance or ops team can make template changes directly, the wait disappears. A regulatory update that used to take weeks gets handled the same day.<br><br>With The Hartford accelerating AI adoption across underwriting and claims via Google Cloud, the document layer is worth looking at too. If your templates still require developer involvement for every change, that friction is going to show up more as the pace of those workflows increases. Declarations pages, endorsements, cancellation notices, all of that has to keep up.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Anne
Hi Anne,<br><br>Sent you a couple of notes about document template ownership at The Hartford. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar CCM's AI Assist and business-user controls, as seen with Guardian and Allstate · Asset: ULTIMA1.PDF
Hey Anne, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what I work on. At MHC we help insurers move document template ownership to the business side so IT isn't the bottleneck on every update. Guardian and Allstate have both made that shift recently, which is part of why I reached out to The Hartford specifically.
Worth a quick conversation to see if any of this is relevant?
Chris
AMBA
getamba.com
· insurance
· Austin, US
AMBA is a national affinity marketing agency distributing supplemental insurance and benefits to retired public employees and educators.
Research across job boards, LinkedIn profiles (including Jenifer Y.), and news archives shows no specific legacy CCM vendor footprint (Documaker, PlanetPress, or Elixir). Presence of internal web development and email specialist teams suggests a shift toward digital-first or cloud-based communicatio
Tier 2 score 51
Chris
501_1000 employees · 250m_1b
Technology & Competitors
Jobvite
HG Insights
CCM (Customer Communications Management)
HG Insights
Strategic Initiatives
- Aggressive inorganic growth through annual brokerage acquisitions to expand geographic footprint.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Insurance Aggregator / Association Benefits
Awareness: stage_2
Scale: large — association members served 4,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life) and Allstate (Top 5 P&C) use NorthStar CCM to manage high-volume complex policy output.
Live Signals (leadership, M&A, events)
- M&A: Acquired the Affinity business and Business Process Outsourcing (BPO) operations of Amwins Group Benefits
- LLC.
- Leadership: Emma Parsons joined as VP for Operations and Member Engagement; Marty Mitchell named VP for Strategy
- Policy
- and Growth.
- +1 more
Contacts (10)
completed: 2 queued: 8
0 active · 0 🔗
Emma Parsons
Vice President for Operations and Member Engagement
operations · vp
completed
secondary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: M&A Infrastructure Integration
Hooks: AMBA's April 2026 acquisition of Amwins' Affinity and BPO business, Your background in revamping business rules and manual-to-automated transitions at the US Army, Managing carrier-supported administrative infrastructure for port and conversion services
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Acquiring the Amwins BPO and carrier administrative infrastructure often reveals a 'Frankenstein' of legacy document templates that require heavy IT lift to modify.
—
Reframe: Rather than defaulting to the inherited BPO workflows or vendor-locked upgrades, assess if your DocOps teams can own template changes directly to accelerate member engagement for new association partners.
Subject: —
—
Proof: MHC helped Allied Benefit Systems eliminate $4/document in manual costs while managing over 1M communications, a relevant benchmark for AMBA's expanded BPO scale. · Asset: GUC3E41.PDF
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John Murphy
Vice President, Contact Center
operations · vp
completed
secondary
– none
champion
step 0/3
📋 UNLOCK1.PDF
Angle: M&A operational consolidation and long-term AMBA leadership tenure.
Hooks: AMBA's acquisition of the Affinity business and BPO operations in April 2026, Your CPCU and API credentials and deep experience managing contact center performance, Tenure at AMBA spanning your 2022 promotion to VP of Contact Center
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: The 'general legacy pain' of IT bottlenecks: Every document change (welcome kits, premium notices) for new M&A books requires an IT ticket, stalling the member experience.
—
Reframe: Self-service for high-volume insurance docs: Reframe from 'document generation' to 'member engagement' by letting business users handle policy changes and surrender/loan letters without developer scarcity.
Subject: —
—
Proof: MHC helps T2 insurance leaders like Allstate and Guardian manage 200+ templates with business-user self-service, reducing change cycles from weeks to days. · Asset: UNLOCK1.PDF
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Jenny Bastin
VP, Member Experience
operations · vp
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📋 UNLOCK1.PDF
Angle: Deep operational tenure at AMBA and leadership in member engagement.
Hooks: Promoted to VP of Member Experience in Jan 2022 after 16+ years in operations and compliance roles at AMBA., Overseeing member experience during recent M&A activities including the acquisition of Pacific Group Agencies and the Affinity business., Experience managing insurance licensing and compliance protocols within the AMBA leadership team.
posture: peer CTA: soft type: problem_first
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Subject: Member comms after acquisitions, AMBA
Hi Jenny,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing member experience at AMBA, I wanted to ask about something that comes up a lot when insurers are growing through acquisitions. When a new brokerage comes on board, does your team end up inheriting their document templates and then waiting on IT to normalize them before anything goes out to members?<br><br>It's a pretty common pattern. Every acquisition adds another set of policyholder communications, renewal notices, and enrollment documents that live in different formats, built by people who may not even be around anymore. Getting those into a consistent, compliant state usually lands in a ticket queue somewhere.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to where AMBA is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=operational pain: template change delays, business user frustration, and manual workaround burden following M&A integrations.
Hi Jenny,<br><br>One more thought on the acquisition integration piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance run their policyholder communications on MHC. That's alongside 60+ other insurance organizations. The pattern I see consistently: the insurer moves to MHC, and the compliance or ops team starts managing templates directly. The wait disappears.<br><br>For a company like AMBA, that matters most when a new brokerage comes in and you need to bring their member-facing documents up to your standards fast. Enrollment confirmations, renewal notices, supplemental benefit summaries, those can't sit in a queue while someone tracks down the right template in a system only a developer knows.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: All=general legacy pain: IT dependency bottleneck for every template change; business-user self-service as the modernization path.
Subject: One last thing, AMBA
Hi Jenny,<br><br>Sent you a couple of notes about document ops at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become a friction point as AMBA keeps growing, feel free to reach out.
Proof: T2=Guardian, Allstate, and 25+ insurers trust MHC to automate member communications and eliminate manual document overhead. · Asset: UNLOCK1.PDF
Hey Jenny, glad to be connected.
I sent a few emails recently about the template change and manual workaround burden that tends to follow M&A integrations. Not sure if any of it landed. At MHC we help insurers move template ownership to the business side so those delays stop sitting in a queue somewhere. Guardian and Allstate are a couple of names that went through something similar, along with 25 or so other carriers we work with now.
If any of this lands, feel free to reach out whenever.
Chris
David Baumgardner
Chief Information Officer
engineering · c_level
queued
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📋 GUC3E41.PDF
Angle: M&A scale vs technical debt
Hooks: AMBA's recent acquisition of the Affinity and BPO operations, leadership in the Guidewire ClaimCenter implementation at Horace Mann, responsibility for delivering complex policy contracts and beneficiary notices across a growing MGA portfolio
posture: peer CTA: soft type: problem_first
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Subject: Document systems and AMBA's growth
Hi David,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at AMBA, I wanted to ask about something that comes up a lot when insurance organizations are growing through acquisition. When you bring on a new brokerage and their book of business, does your team end up inheriting their document infrastructure too, and then IT is on the hook to reconcile it?<br><br>What we typically see: every acquired entity brings its own templates, its own data sources, its own quirks. Policyholder notices, renewal documents, certificates, correspondence. Each one ends up as a ticket in IT's queue before anything can change. At your pace of growth, that stack compounds fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT load on document changes as you continue expanding. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi David,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to MHC NorthStar CCM. What made the difference was getting the business side making template changes directly, so IT stopped being the bottleneck every time a notice or disclosure needed updating.<br><br>For an organization like AMBA that's adding new books of business regularly, that matters. Each acquisition can bring its own template debt. Without a way for operations or compliance to handle changes themselves, every update to a policyholder communication is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing for David
Hi David,<br><br>Sent you a couple of notes about document infrastructure at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you keep growing, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) or Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Appreciated the connection, David.
Sent you a few emails about the IT dependency bottleneck on template changes at AMBA, so you have some context on what I work on. At MHC we help insurers get document template ownership off the IT queue and into the hands of the business teams directly.
Allied Benefits had a similar setup and after moving off their legacy platform they cut per-document costs from around $4 down to near zero across more than a million communications.
If any of this lands, feel free to reach out whenever.
Chris
Jim Allegretti
Vice President Information Technology & Transformation
engineering · vp
queued
secondary
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📋 CCM_Buyers_Guide.pdf
Angle: M&A Infrastructure Standardization
Hooks: AMBA's 2026 acquisition of Amwins Affinity and BPO operations, leadership in improving administration technology and sales workflow systems, need for a standardized operating model across newly acquired business units
posture: peer CTA: soft type: problem_first
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Subject: Post-acquisition doc ops, Jim
Hi Jim,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing IT and transformation at AMBA, I wanted to ask about something that comes up almost every time an insurance company is actively acquiring new brokerage units. When you're folding in a newly acquired operation, does document template management become a bottleneck? Specifically, does every policy notice, enrollment confirmation, or member communication change require an IT ticket before it can go out the door?<br><br>What we see post-acquisition is that each acquired unit brings its own document setup. Standardizing across all of them usually means IT has to touch every template. At your pace of growth, that backlog adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency as you bring new units onto a common document stack. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Standardizing document operations across newly acquired BPO units often stalls when legacy CCM tools require IT tickets for every template change, creating a post-M&A bottleneck.
Hi Jim,<br><br>One more thought on the post-acquisition document ops piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see consistently: the insurer consolidates onto MHC, the compliance and ops teams start managing templates directly, and the wait on IT stops.<br><br>That matters when you're standardizing document workflows across acquired brokerages. Right now, if a state regulatory change hits or a product update needs to flow through to member-facing notices, someone has to find the right template in a system only a developer can touch. When you're adding units every year, that dependency compounds.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to legacy architecture, evaluate if a business-user self-service model can de-risk the Amwins integration by removing the developer scarcity constraint.
Subject: One last thing, Jim
Hi Jim,<br><br>Sent you a couple of notes about document ops standardization at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you scale, feel free to reach out.
Proof: MHC helps insurance leaders like Guardian and Allstate eliminate manual document friction while supporting complex compliance requirements across 25+ major insurers. · Asset: CCM_Buyers_Guide.pdf
Hey Jim, glad to be connected.
Sent you a few emails recently about the IT ticket bottleneck on template changes, particularly in post-M&A environments where you're trying to standardize across acquired units. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help insurers move template ownership to the business side so IT queues stop being the bottleneck. Companies like Guardian and Allstate have used it to cut manual document friction while keeping compliance requirements covered across complex structures.
If any of this lands, feel free to reach out whenever.
Chris
Steve Champion
Vice President Communications and Engagement
operations · vp
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Angle: M&A-driven communication scale following the Affinity and BPO acquisition.
Hooks: AMBA's 2026 acquisition of the Affinity and BPO operations, The complexity of integrating member engagement for the Pacific Group Agencies expansion in California, The leadership of Emma Parsons as VP for Operations and Member Engagement
posture: peer CTA: soft type: problem_first
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Subject: Document scale after M&A, Steve
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role leading communications at AMBA, I wanted to ask about something we see come up a lot at insurance organizations going through acquisition-driven growth. When headcount and member volume scale quickly, does keeping policyholder-facing documents consistent and current start requiring a lot of back-and-forth with IT for every change?<br><br>The pattern we usually see: the acquiring company has one set of templates, the acquired entity has another, and reconciling them into a single compliant output requires a developer every time something needs to update. That creates a backlog fast, especially when you're onboarding new member populations and need communications to reflect the right plan, the right branding, the right regulatory language.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on the document side as AMBA continues to grow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: general_legacy_pain
Hi Steve,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>I'll be honest, I don't have a single insurance case study with a specific metric to share. What I can tell you is the pattern across the 60+ insurers we work with, including Guardian Life, Allstate, Intact Financial, and Acuity. The insurer moves to MHC NorthStar CCM, the compliance or communications team starts managing templates directly, and the IT ticket queue for document changes stops being the bottleneck.<br><br>That matters a lot in an M&A context. When you acquire a new brokerage, you're inheriting their document environment. If every template reconciliation requires a developer, you're looking at months of cleanup per acquisition. The business side making those changes directly, with controls in place, is what compresses that timeline.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate (T2) and 25+ insurers + Aspire #1 mid-market ranking (T3). · Asset: UNLOCK1.PDF
Hey Steve, appreciate you connecting.
I sent a few emails about the legacy document platform piece, so I won't rehash all of that here. At MHC we help insurers move template ownership to the business side so changes don't stack up in an IT queue. Guardian and Allstate are both on the platform, along with 25 or so other carriers across different market segments.
Thought LinkedIn might be a better place to actually have a conversation than an inbox.
Worth a quick conversation to see if any of this is relevant?
Chris
Steve Miller
Senior Vice President-Strategic Initiatives and Product Management
operations · vp
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Angle: M&A document integration friction from recent acquisitions
Hooks: Acquisition of the Affinity and BPO operations in April 2026, Expansion into California through Pacific Group Agencies, Managing complex insurance product lifecycles across diverse member benefit portfolios
posture: peer CTA: soft type: problem_first
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Subject: AMBA doc ops after acquisitions
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing strategic initiatives at AMBA, I wanted to ask about something that comes up a lot when insurers are growing through acquisitions. When you bring on a new brokerage, how are you handling the document side of the integration? Things like policy contracts, welcome kits, renewal notices, each one potentially living in a different workflow from the acquired entity.<br><br>At your pace of growth, that can stack up fast. Every acquired book of business tends to come with its own template library, its own IT dependencies. A change to a member communication that should take an afternoon ends up waiting on a developer who knows the old system.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help consolidate that document layer as you scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: M&A activity often leaves a wake of legacy document silos—policy contracts and welcome kits stuck in old workflows that wait on IT tickets for every small amendment.
Hi Steve,<br><br>One more thought on the document integration piece I mentioned.<br><br>Guardian Life runs their policyholder communications on MHC NorthStar CCM, along with Allstate, Intact Financial, and Acuity. The pattern we see across all of them: once the business side can manage templates directly, the wait for IT on every document change goes away. That matters a lot when you're absorbing a new brokerage and need to bring their member communications in line with your standards fast.<br><br>Welcome kits, policy contracts, renewal notices. Those documents have to be accurate and compliant the day a new acquisition closes, not six weeks later when the IT queue clears.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy tools shouldn't block your DT roadmap. Instead of a developer-heavy migration, move to a business-user self-service model that lets ops teams handle member communications directly.
Subject: One more thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document integration at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as you keep adding to the portfolio, feel free to reach out.
Proof: We helped Guardian and over 25 other insurers modernize their CCM, while T1 clients like Optum reduced template turnaround from weeks to days. · Asset: UNLOCK1.PDF
Hey Steve, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap that can show up in modernisation work, especially when M&A leaves policy and welcome kit templates stuck in old IT workflows. Figured I'd reach out here too.
At MHC we help insurers move template ownership to the business side so changes don't sit in a ticket queue. Guardian and about 25 other carriers have gone through that shift, and Optum brought template turnaround from weeks to days.
If any of this lands, feel free to reach out whenever.
Chris
Anita Gage
Chief Transformation Officer
operations · c_level
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Angle: M&A-led digital transformation following the 2026 Affinity/BPO acquisition.
Hooks: AMBA's recent acquisition of the Affinity business and BPO operations, overseeing shared services and operations for 8 years at AMBA, prior leadership at Horace Mann and Allstate
posture: peer CTA: soft type: problem_first
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Subject: Document ops after an acquisition, Anita
Hi Anita,<br><br>Chris here from MHC Automation.<br><br>Given your role as Chief Transformation Officer at AMBA, I wanted to ask about something that comes up a lot when insurance organizations are integrating acquired business units. When your team inherits document infrastructure from a new entity, does every template change still require going through IT and waiting on someone who knows the legacy system?<br><br>The reason I ask: acquisitions tend to surface the document layer fast. Policyholder notices, enrollment confirmations, correspondence from the acquired book of business, they all have to look and behave like AMBA communications on day one. On most legacy systems, that means a developer project, not an ops project.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for where AMBA is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Modernizing legacy BPO/Affinity systems to resolve the 'IT ticket for every change' bottleneck as you integrate new business units.
Hi Anita,<br><br>Following up on what I sent about the document ops piece after an acquisition.<br><br>We helped Guardian Life and 25+ other insurers reduce the manual friction that builds up when document volumes grow faster than the team managing them. The pattern we see most: compliance or ops needs to update a notice or enrollment letter, but the template lives in a system only a developer can touch. So a same-day change becomes a two-week ticket.<br><br>With MHC NorthStar CCM, the people who know what the document should say are the ones who update it, with approval workflows built in so IT stays in control of the guardrails without being in the critical path for every change. For an organization that's integrating acquired books of business, that matters a lot. You're not just migrating templates, you're deciding who owns them going forward.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a lift-and-shift of legacy document tech, empower business users with self-service templates to accelerate M&A value realization.
Subject: One last thing on document infrastructure
Hi Anita,<br><br>Sent you a couple of notes about document infrastructure at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If document composition or template management becomes a friction point as you bring new entities onto the AMBA platform, feel free to reach out.
Proof: Helped Guardian and 25+ other insurers eliminate document-based manual friction while scaling complex communication volumes. · Asset: ULTIMA1.PDF
Anita, appreciate you connecting. I sent a few emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck that tends to follow insurers integrating new business units into existing systems.
At MHC we help insurers move template ownership to the business side so that layer stops generating tickets. Guardian and 25+ others have used that to eliminate document-based manual friction while scaling communication volumes significantly.
If any of this lands, feel free to reach out whenever.
Chris
Jason Brice
Senior Technology Officer | SVP Engineering & Product Development
engineering · vp
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Angle: Legacy-to-Cloud Digital Transformation Leadership
Hooks: Mention his decade-long tenure leading AMBA's digital transformation from legacy infrastructure to cloud-based architecture., Reference his successful leadership in scaling the ecommerce platform to $50M+ in gross premium., Acknowledge recent leadership additions like Emma Parsons and Marty Mitchell as AMBA scales further after the Affinity business acquisition.
posture: peer CTA: soft type: problem_first
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Subject: Document ops after your cloud migration
Hi Jason,<br><br>Chris here from MHC Automation.<br><br>Given your role leading engineering and product at AMBA, I wanted to ask about something we see come up a lot at insurers your size. When a policy change notice or member communication needs updating, does that still require a developer to touch the template, or has your team found a way to hand that off to the business side?<br><br>The reason I ask: a lot of organizations go through a solid cloud migration, get the infrastructure right, and then realize the document layer never got the same treatment. Every change to a policyholder notice or supplemental coverage communication still runs through IT. With AMBA growing through acquisitions, that backlog tends to compound fast. Each new book of business brings its own document requirements.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get your ops team making those changes directly without pulling your engineers in. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT infrastructure is no longer the bottleneck, but document template changes still require developer intervention ($150K+ per head) rather than business self-service.
Hi Jason,<br><br>One more thought on the document ops piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Before that, every template change was a developer project.<br><br>What changed is the business users started owning the updates directly, with controls in place. When a regulatory notice had to go out across millions of members, the change happened the same day instead of waiting in a queue. That speed matters especially when you're absorbing new brokerage books and the document requirements keep multiplying.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Cloud infrastructure is only half the battle; if your CCM layer still relies on IT tickets for simple policy change notices, the 'agility' promised by digital transformation is trapped in the document operations backlog.
Subject: One last thing for AMBA
Hi Jason,<br><br>Sent you a couple of notes about the document ops layer at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Optum manage 200+ complex templates across major carriers like BCBS and Humana, decoupling document design from IT to accelerate speed-to-market. · Asset: GUC3E41.PDF
Hey Jason, appreciated the connection.
Sent you a few emails about the gap between modern IT infrastructure and document template changes still sitting in developer queues. At MHC we help insurers move that template ownership to the business side so it stops consuming $150K engineering time on what should be self-service work. Optum moved 200+ complex templates across BCBS and Humana the same way, pulling document design out of the IT layer entirely.
If any of this lands, feel free to reach out whenever.
Chris
Doug Bailey
Vice President Information Technology
engineering · vp
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Angle: strategic technical leadership during AMBA's M&A growth
Hooks: Mentioning his role in managing the tech transition for recent acquisitions like the Affinity business and Pacific Group Agencies., Noting his history of leading complex migrations, like the recent work with LTIMindtree to orchestrate a 'migration masterpiece'., Referencing his background managing AS/400 systems and RPG development, which gives him a unique perspective on legacy technical debt.
posture: peer CTA: soft type: problem_first
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Subject: document templates and the AMBA acquisitions
Hi Doug,<br><br>Chris here from MHC Automation.<br><br>Given your role leading IT at AMBA, I wanted to ask about something we see come up a lot when insurance companies are growing through acquisitions. When you bring on a new brokerage, does integrating their document templates and customer communications into your existing infrastructure become an IT project every time?<br><br>At AMBA's pace of growth, that can pile up fast. Each acquired entity probably has its own template formats, its own data sources, its own quirks. Every policy notice, certificate, or member communication that needs to be standardized or updated across the combined entity ends up back in your team's queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT lift around document consolidation as you keep growing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes due to M&A complexity
Hi Doug,<br><br>One more thought on the document consolidation piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC alongside 60+ other insurance organizations. The pattern we see consistently is this: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for every document change.<br><br>For a company growing the way AMBA is, that matters. Each acquisition adds new policy documents, new member communication requirements, new template variants. If every change still requires an IT ticket and a developer who knows the system, the queue just keeps getting longer.<br><br>What MHC does differently is remove the developer from the day-to-day change path without removing the controls. Your compliance or ops teams can update a policy notice or certificate directly, within approval workflows IT sets up once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking modernization roadmap after rapid acquisition
Subject: one last thing on doc infrastructure
Hi Doug,<br><br>Sent you a couple of notes about document infrastructure at AMBA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document processes become too much of a friction as AMBA keeps growing, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate 1M+ communications and eliminate $4/doc costs. · Asset: UNLOCK1.PDF
Hey Doug, good to connect.
Sent you a few emails about the template change bottleneck that tends to come with M&A complexity, so you have some context on where I'm coming from. At MHC we help insurers move template ownership to the business side so IT isn't the bottleneck on every document change.
Guardian and Allstate are both running on it now, along with 25+ other carriers, driving down per-doc costs significantly.
Worth a quick conversation to see if any of this is relevant?
Chris
Unum
unum.com
· insurance
· Chattanooga, US
International provider of workplace benefits and services including disability, life, and voluntary insurance products.
Confirmed as existing vendor from user input; corroboration found in hiring signals for 'Print Production Specialist' which aligns with CCM/document fulfillment operations. Company reported $13.1B revenue in Q4 2025.
Tier 2 score 51
Chris
⭐ OpenText Exstream
5000_plus employees · 1b_plus
Technology & Competitors
Workday
HG Insights
IBM HTTP Server
HG Insights
Angular 4
HG Insights
Strategic Initiatives
- Accelerated investment in digital experiences for seamless employer/employee benefit administration.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Life & Disability
Awareness: stage_2
Scale: mega — protecting employees and their families 38,000,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- award: Recognized as one of America's Most Innovative Companies by Fortune for 2026.
- partnership: Expanded Broker Connect partnership with Employee Navigator to include automated billing and eligibility.
- hiring: Active hiring for Print Production Specialist roles indicates ongoing investment in document fulfillment and composition.
Contacts (10)
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Gautam Roy
Senior Vice President and Chief Technology Officer
engineering · c_level
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Angle: strategic digital reimagination at Unum
Hooks: Recognized as one of America's Most Innovative Companies by Fortune for 2026, Your 'digital reimagination' philosophy focusing on blending data and automation to remove service friction, Unum's push for digital-first products designed for speed and accessibility
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Unum
Hi Gautam,<br><br>Chris here from MHC Automation.<br><br>Given your role as CTO at Unum, I wanted to ask about something that comes up a lot at carriers your size. With millions of policyholders, does every change to a customer-facing document still require a developer to touch the template before it goes out?<br><br>What I typically hear from IT leaders at large insurers is that compliance, ops, and communications teams are constantly waiting on developer cycles to update policy notices, benefit statements, cancellation letters, that kind of thing. At the volume Unum operates at, that wait has real downstream cost.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT architecture lock-in and the bottleneck created by high IT dependency for template changes in OpenText Exstream
Hi Gautam,<br><br>Following up on what I sent about IT dependency in your document change workflow.<br><br>Acuity and Allstate both moved away from a model where every template update required a developer sprint. After making that shift, their compliance and ops teams started handling document changes directly, and the wait on IT for routine updates essentially disappeared.<br><br>Guardian saw a similar pattern on the quality side. By getting the people who actually own the content closer to the template itself, they ended up with fewer errors going out the door.<br><br>With Unum's investment in digital reimagination, it seems like the document production layer is one of those areas that could either support that momentum or slow it down. Policy notices, benefit statements, enrollment communications at your scale, those need to move fast when something changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives to traditional CCM that empower business users to handle policy and notice updates without waiting for developer sprints
Subject: One last thing, Gautam
Hi Gautam,<br><br>Sent you a couple of notes about document infrastructure at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Acuity and Allstate streamlined operations by reducing IT dependency, while Guardian achieved higher productivity in document quality · Asset: ULTIMA1.PDF
Gautam, appreciate you connecting. Sent you a few emails about the OpenText Exstream dependency piece at Unum, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership off IT queues and onto the business side. Acuity and Allstate have cut that dependency down significantly, and Guardian's document teams are running at higher productivity because of it.
If any of this lands, feel free to reach out whenever.
Chris
Akshay Sharma
Assistant Vice President, IT Delivery
engineering · vp
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Angle: Unum's 2026 innovation award and technical delivery focus
Hooks: Recognition as one of Fortune’s Most Innovative Companies for 2026, Leadership in IT Delivery for Unum's complex insurance product lines, Unum’s expansion of automated Broker Connect partnerships
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Unum
Hi Akshay,<br><br>Chris here from MHC Automation.<br><br>Given your role in IT delivery at Unum, I wanted to ask about something we see come up constantly at carriers your size. Are document template changes still going through developer queues, even for routine updates to policyholder communications?<br><br>At companies running millions of policies, that dependency adds up fast. A regulatory change or a product update means someone has to log a ticket, wait for a developer with the right platform knowledge, and hope the queue is short. With Unum's focus on accelerating digital delivery, that kind of friction in the document layer tends to stand out.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get document changes off the developer backlog entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck: Template changes for policy contracts and premium notices are likely stuck in developer queues, delaying critical updates.
Hi Akshay,<br><br>One more thought on the document dependency piece I mentioned.<br><br>Guardian Life, Allstate, and Acuity run their policyholder communications on MHC NorthStar CCM alongside 60+ other insurance organizations. The pattern we see is consistent: once the carrier moves over, the compliance and ops teams start managing templates directly, and the IT ticket queue for document changes stops being a bottleneck.<br><br>At Unum's volume, with millions of policyholders across group benefits and individual lines, that matters. A state regulatory update or a product change shouldn't have to wait on a developer who knows the composition system. The people who know what the notice should say can make the change the same day, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service: Moving template ownership from IT to business units to solve developer scarcity and accelerate delivery.
Subject: One last thing, Akshay
Hi Akshay,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Unum pushes further into digital delivery, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use Northstar to manage thousands of complex templates without IT bottlenecks. · Asset: ULTIMA1.PDF
Akshay, good to have you in the network.
Sent you a few emails recently about the IT ticket bottleneck on template changes, so figured I'd say hi here too. At MHC we help insurers move template ownership to the business side so the developer queue stops being the blocker. Guardian and Allstate both manage thousands of complex policy and customer comms templates that way now.
Not sure if the timing is right at Unum, but happy to reconnect here if the timing ever works.
Chris
Swapnil Prabha
Vice President, Transformation Management
operations · vp
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Angle: strategic digital build and behavioral health transformation
Hooks: your lead on the Unum Care Hub and 'Unum Solutions' newest digital products P&L, Fortune's recognition of Unum as one of America's Most Innovative Companies for 2026, background in strategy and digital operations at McKinsey and MIT Sloan MBA
posture: peer CTA: soft type: problem_first
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Subject: Document layer slowing Unum's digital build?
Hi Swapnil,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Unum, I wanted to ask about something that comes up a lot at insurers your size. When you're pushing hard on digital experience improvements, does the document production layer keep pace, or does every template change still require going through IT?<br><br>At mega-scale insurers, policyholder communications touch enrollment systems, claims platforms, billing, and benefits admin all at once. Declarations, certificates, renewal notices, premium statements. When a product line changes or a regulatory update hits, the queue to get templates updated can stall the whole rollout. At Unum's volume, that's a lot of policyholders waiting.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side as you scale the digital build. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency for template changes in OpenText Exstream creates bottlenecks for your digital transformation roadmap and product innovation.
Hi Swapnil,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We helped Guardian Life streamline member communications across 25+ product lines. The compliance and ops teams started managing templates directly instead of routing every change through a developer. Changes that used to take weeks started happening the same day.<br><br>That matters especially when you're running a behavioral health expansion or a new wellness benefit alongside your core group lines. Certificates, enrollment confirmations, benefit summaries across millions of policyholders. If the document layer is a developer project, it slows down everything tied to it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transition from a developer-dependent CCM architecture to business-user self-service, reducing technical debt while accelerating time-to-market for new wellness offerings.
Subject: One last thing on CCM at Unum
Hi Swapnil,<br><br>Sent you a couple of notes about document infrastructure at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction on your transformation roadmap, feel free to reach out.
Proof: MHC helped Guardian and Allstate modernize their CCM; specifically, we've enabled insurers like Guardian to streamline member communications across 25+ product lines. · Asset: UNLOCK1.PDF
Swapnil, glad you connected. I sent a few emails about the document infrastructure gap in the modernisation work, specifically how OpenText Exstream dependencies tend to slow things down when product teams need template changes moved quickly.
At MHC we help insurers move that template ownership off IT queues and to the business side. Guardian used that approach to streamline member communications across 25+ product lines without rerouting everything through a developer queue.
If any of this lands, feel free to reach out whenever.
Chris
Andrew Walker
Chief Customer Operations Officer
operations · c_level
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Angle: Unum's 2026 innovation recognition and vision for human-centered digital delivery.
Hooks: Recognition as one of Fortune’s Most Innovative Companies for 2026, Focus on 'human-centered solutions' mentioned in your recent insights on meaningful growth, Leading customer-facing teams through the expansion of the Broker Connect automated billing partnership
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Templates for complex policy contracts and beneficiary notices shouldn't be a bottleneck for your delivery teams, especially as you scale automated broker connections.
—
Reframe: OpenText Exstream often traps business users in an IT ticket loop; shifting to a self-service model allows operations to keep pace with Unum’s digital transformation roadmap without developer scarcity.
Subject: —
—
Proof: MHC helped Guardian and Allstate modernize their CCM infrastructure to handle millions of communications while eliminating document-level costs. · Asset: ULTIMA1.PDF
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Sandra Mansfield
Director, Global Testing Center of Excellence
operations · director
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Angle: Testing Excellence & Innovation
Hooks: Recognition of Unum as one of Fortune's Most Innovative Companies for 2026, Leadership of the Global Testing Center of Excellence for mega-scale operations, Ongoing investment in print production roles at Unum
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
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Reframe: Business-user self-service to eliminate IT ticket wait times.
Subject: —
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Proof: Guardian and 25+ major insurers use MHC to unlock document agility. · Asset: UNLOCK1.PDF
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Mike Schubert
Vice President of Technology
engineering · vp
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Angle: IT leadership at a Fortune 'Most Innovative' company managing complex legacy ecosystems.
Hooks: Recognition of Unum as one of Fortune's Most Innovative Companies for 2026., Focus on IT modernization and the expanded Broker Connect partnership with Employee Navigator., Managing the intersection of print production investments and digital technology strategy at Unum's scale.
posture: peer CTA: soft type: problem_first
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Subject: Document templates, Unum
Hi Mike,<br><br>Chris here from MHC Automation.<br><br>Given your role leading technology at Unum, I wanted to ask about something we see come up a lot at insurers your size. Does every document template change still require a developer to touch the system before it goes out to policyholders?<br><br>At companies running complex legacy document infrastructure, that dependency tends to be the quiet bottleneck. A compliance update comes in, a state reg changes, a product gets repriced, and the business team is waiting on IT to get to it. At Unum's volume, that wait affects a lot of people.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see if there's a way to get the business side making those changes without pulling your team into every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Mike,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their policyholder communications on MHC now. The pattern across all of them is similar: once business users can manage templates directly, with approval workflows built in, the wait disappears. Compliance makes the change the same day it needs to happen.<br><br>For an insurer at Unum's scale, that matters most when a state regulatory change has to hit millions of policyholders fast. Declarations pages, renewal notices, endorsements, cancellation notices, those can't sit in a ticket queue while a developer finds time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about document infrastructure at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Hey Mike, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes at Unum. Figured LinkedIn might be a better place to continue the conversation if any of it resonated.
At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian, Allstate, and Intact have made that shift with us, and we're running with 25+ insurers across the market at this point.
Happy to reconnect here if the timing ever works.
Chris
Shelia Anderson
Executive Vice President, Chief Information and Digital Officer
engineering · c_level
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Angle: strategic architectural modernization and CIO 100 Hall of Fame recognition
Hooks: Induction into the 2025 CIO 100 Hall of Fame, Fortune 2026 recognition for Unum as one of America's Most Innovative Companies, Focus on 'Enterprise Architecture' alignment at Unum to avoid 'patchwork workarounds' during AI scaling
posture: peer CTA: soft type: problem_first
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Subject: Document ops and your modernization push
Hi Shelia,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing technology and digital at Unum, I wanted to ask about something that comes up a lot at carriers your size. Does every change to a customer-facing document like a policy contract, benefits summary, or beneficiary notice still require a developer to touch it before it goes out?<br><br>At mega-scale insurers, that dependency tends to become a real bottleneck. Compliance needs a disclosure updated, marketing needs a renewal notice refreshed, and the ticket sits in a queue behind three higher-priority projects. With millions of policyholders, that lag has consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT dependency on the document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck where architecture becomes a liability for business-critical document changes like policy contracts and beneficiary notices.
Hi Shelia,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We've worked with insurers like Guardian Life and Allstate to get document template ownership out of the developer queue entirely. The pattern is consistent: compliance or ops teams start managing changes directly, and the wait disappears. No ticket. No sprint backlog. Change goes out the same day.<br><br>That matters especially when a state regulatory update hits and the right version of a cancellation notice or endorsement has to reach millions of policyholders fast. On MHC NorthStar CCM, the business team makes the change with approval workflows built in, so IT keeps oversight without being the bottleneck.<br><br>Given Unum's investment in digital experience for employers and employees, removing that friction from the document layer seems like it fits where you're headed.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce developer scarcity friction ($150K+ talent) and move away from IT-ticket-dependent legacy OpenText Exstream workflows.
Subject: One last thing on document infrastructure
Hi Shelia,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction in your modernization roadmap, feel free to reach out.
Proof: MHC helps T1 insurers like Guardian and Allstate modernize document operations, specifically eliminating IT dependency for template changes. · Asset: CUSTOM1.PDF
Shelia, appreciate you connecting. Sent you a couple of emails about the IT ticket bottleneck on template changes for documents like policy contracts and beneficiary notices. Know those probably landed in a busy inbox.
At MHC we help insurers move template ownership to the business side so changes stop queuing through architecture. Guardian and Allstate have both used that model to take document operations off the IT dependency loop entirely.
Given your role at Unum, figured LinkedIn was worth a try. If any of this lands, feel free to reach out whenever.
Chris
Venkat Subramanian
Director, Data Engineering
engineering · director
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Angle: Unum's 2026 innovation award + cloud data architecture focus
Hooks: Recognition as one of Fortune’s Most Innovative Companies for 2026, Your work leading cloud-native data platform teams for 500+ enterprise microservices, The scale of Unum's data pipelines processing 2 TB/day
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Unum
Hi Venkat,<br><br>Chris here from MHC Automation.<br><br>Given your role in data engineering at Unum, I wanted to ask about something we see come up a lot at carriers your size. Does every change to a customer-facing document still require a developer to touch the template before it goes out?<br><br>At mega-scale insurers, that dependency compounds fast. A regulatory update hits, or a benefits communication needs to change for open enrollment, and the request has to queue up behind everything else in engineering. With millions of policyholders across your group and voluntary lines, that wait has real downstream consequences.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering load on document template changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change.
Hi Venkat,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by shifting template ownership to the business side. The key was removing the developer from the day-to-day change path without losing the controls IT needs.<br><br>That matters a lot at Unum's volume. When a benefits communication needs to update across your employer groups, the compliance or comms team can make the change directly, within rules engineering sets. The ticket never gets written.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from routine document changes without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce the developer scarcity ($150K+) burden.
Subject: One last thing, Venkat
Hi Venkat,<br><br>Sent you a couple of notes about document template management at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Venkat, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so I won't retread that. At MHC we help insurers move template ownership to the business side so those requests stop hitting engineering queues. Allstate and Acuity are both running on it, along with about 25 other carriers who've made the same move.
Given your role at Unum, you may have a view on whether that's even a live problem there or already solved.
Happy to reconnect here if the timing ever works.
Chris
Steve Gorsun
Senior Vice President, Transformation
operations · vp
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Angle: Unum's digital-first growth and award-winning innovation legacy.
Hooks: Recognition as one of Fortune’s Most Innovative Companies for 2026, Strategic focus on automating high-volume insurance documentation like policy contracts and benefit notices, Leadership in scaling transformation initiatives across Unum’s 36M+ protected individuals
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Unum
Hi Steve,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Unum, I wanted to ask about something we see come up a lot at large insurers. When a regulatory change hits or a product update goes out, does every policyholder communication change still run through IT before it can go live?<br><br>At Unum's volume, that bottleneck adds up fast. Millions of policyholders, dozens of document types, and a developer queue that moves at its own pace. The business side knows what the change needs to say. IT controls whether it gets made.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to chat and see if there's something worth exploring on your end. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Steve,<br><br>Following up on what I sent about the IT dependency piece.<br><br>Guardian Life and Allstate both came to us with a version of the same problem: high-volume policy and claims communications running through legacy platforms where every template change required a developer. At their scale, that meant delays every time a disclosure updated or a product changed.<br><br>After moving to MHC NorthStar CCM, their compliance and ops teams started handling template changes directly. The wait for IT stopped being part of the process.<br><br>That matters especially at Unum's volume, where a single regulatory update can touch millions of policyholder documents across benefits, claims, and enrollment communications.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Steve
Hi Steve,<br><br>Sent you a couple of notes about document infrastructure at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point as the transformation work scales, feel free to reach out.
Proof: Guardian and Allstate (Insurance Tier 2) optimized high-volume claims and policy delivery with Northstar CCM. · Asset: UNLOCK1.PDF
Hey Steve, appreciate the connect.
Sent you a few emails about the document infrastructure gap in the modernisation work, so I won't rehash that here. At MHC we help insurers move template ownership off IT queues to the business side, which tends to matter when you're running a transformation programme and every change still needs a ticket.
Guardian and Allstate both worked through similar dynamics on claims and policy delivery when they made the switch.
Worth a quick conversation to see if any of this is relevant?
Chris
Dora Clements
Senior Vice President, Transformation
operations · vp
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Angle: Transformation Leadership & Seamless Integration
Hooks: Recognized as Information Age's 2023 Digital Transformation Leader of the Year., Expertise in merging legal precision with cutting-edge technology as discussed on the Life Accelerated podcast., Accountability for product development and UX across Unum and Colonial Life brands, specifically focusing on frictionless resolution.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Unum
Hi Dora,<br><br>Chris here from MHC Automation.<br><br>Given your role leading transformation at Unum, I wanted to ask about something we see come up a lot at insurers your size. When a regulatory change hits or a benefits communication needs updating, does your team still have to route that through IT and wait on a developer to touch the template?<br><br>At scale, that wait adds up fast. Millions of policyholder documents, declarations pages, enrollment confirmations, benefit summaries, all sitting behind a change process that requires technical resources most transformation teams don't control. It slows down the digital experience improvements you're probably trying to accelerate.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency in your document change process. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Dora,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>To be straightforward with you: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see consistently. The insurer moves to MHC NorthStar CCM, the business side starts managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>For a company like Unum, where you're pushing toward seamless employer and employee benefit experiences, that matters. When a benefits communication needs to change, whether it's an enrollment confirmation, a policy summary, or a coverage notice going to millions of employees, the people who own the content should be able to update it the same day. Not after a sprint cycle.<br><br>That's the core of what we do differently: the compliance or ops team makes the change directly, within controls IT still sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Dora
Hi Dora,<br><br>Sent you a couple of notes about the document infrastructure piece at Unum. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point in the transformation work you're driving, feel free to reach out.
Proof: Insurance: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. 25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
Dora, good to have you in my network.
I sent a few emails recently about the document infrastructure gap in transformation work, specifically around the IT dependency bottleneck on template changes. Didn't want to leave it at that without at least saying hello here.
At MHC we help insurers move template ownership to the business side, off the IT queue. Carriers like Guardian, Allstate, and Intact have gone that route with us.
Happy to reconnect here if the timing ever works.
Chris
Co-operators
cooperators.ca
· insurance
· Guelph, CA
Co-operators is a leading Canadian insurance and financial services co-operative managing over $61 billion in assets.
Messagepoint case study confirms The Co-operators used it to modernize policy communications and reduce IT reliance. Historical LinkedIn data shows usage of HP Exstream for document composition in auto insurance.
Tier 3 score 49
Chris
5000_plus employees · 1b_plus
Technology & Competitors
Customer Communications Management (CCM)
HG Insights
⚡ Competitor case study found:
OpenText Exstream
The Co-operators presented at Document Strategy Forum regarding their 'Document Center of Excellence' and integration of OpenText Exstream with ServiceNow for Quote/Lead Subscription Declarations.
Strategic Initiatives
- Shift from indemnity to risk mitigation and climate resilience leadership, Targeting $3B in climate solution investments by 2030
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: compliance_accessibility
Sub-vertical: Multi-line (P&C and Life)
Awareness: stage_3
Scale: large — Client households 1,000,000+
Doc types: declarations, endorsements, renewals, claims correspondence, certificates, cancellations, billing, quotes, ID cards, policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits
Best proof: Guardian Life ($13.4B Top 10 life), Allstate (Top 5 P&C), Intact Financial
Live Signals (leadership, M&A, events)
- Leadership Appointment: Rob Wesseling appointed as Chair of the International Cooperative and Mutual Insurance Federation (ICMIF) while continuing as
- Strategic Investment: Announced updated climate investing targets
- aiming for $3B by 2030
- signaling strong financial health and ESG focus.
- Hiring: Hiring for Actuarial and Compensation roles
- +1 more
Contacts (12)
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Craig Bran
Vice President, Claims
operations · vp
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Angle: document center of excellence
Hooks: Your leadership in the 'Document Center of Excellence' initiatives at The Co-operators, Integration of OpenText Exstream with ServiceNow for Quote/Lead Subscription Declarations, Recent discussion with Équité Association on a holistic approach to fraud prevention
posture: peer CTA: soft type: problem_first
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Subject: Claims docs at Co-operators
Hi Craig,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims at Co-operators, I wanted to ask about something that comes up a lot at multi-line insurers your size. When a regulatory change hits or a claims communication needs updating, does that still require going through IT and waiting on someone who knows the document system?<br><br>At scale, that wait adds up fast. Declarations pages, claims correspondence, cancellation notices, renewal documents across auto, home, farm, and life lines. Each one potentially tied to a different template in a system the business side can't touch directly. When Co-operators is moving toward climate resilience leadership and expanding risk offerings, that kind of friction in the document layer is worth looking at.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your claims team get faster control over customer-facing documents. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient
Hi Craig,<br><br>Following up on what I sent about document changes on the claims side.<br><br>One thing I should have included: we recently helped Intact Financial move their policyholder communications to a model where the business side handles template updates directly. Same pattern at Allstate and Guardian Life. The IT ticket for a document change stops getting written because the people who need the update are the ones making it, within approval workflows built in.<br><br>For a multi-line operation like Co-operators, that matters especially when a regulatory notice has to go out across millions of policyholders fast. Climate-related claims events, new provincial disclosure rules, anything that requires same-week changes to claims correspondence or coverage notices. On a legacy CCM platform, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Craig
Hi Craig,<br><br>Sent you a couple of notes about the document infrastructure piece at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and Intact (25+ insurers) · Asset: UNLOCK1.PDF
Hey Craig, appreciate the connection.
Sent you a few emails recently about the OpenText and Quadient piece at Co-operators. At MHC we help insurers move template ownership off IT and to the business side, which tends to be relevant when those platforms are in play.
We've worked through similar situations with Guardian, Allstate, and Intact, along with 25 or so other carriers, so there's usually something worth comparing notes on.
If any of this lands, feel free to reach out whenever.
Chris
Michael Pabellano
AVP, Enterprise Data Office, Solution Development Services & Operations
engineering · vp
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Angle: enterprise data & automation leadership
Hooks: Your leadership in migrating the Enterprise Data Warehouse to Azure Synapse, Successful expansion of RPA to $2.75M in annual savings, Your focus on modernizing the Data & Analytics platform for Co-operators member companies
posture: peer CTA: soft type: differentiation_led
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Subject: Document template changes at Co-operators
Hi Michael,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise data and automation at Co-operators, I wanted to ask about something that comes up a lot at multi-line insurers your size. When a regulatory change hits or a product update goes out, does updating the customer-facing documents still require a developer to touch the template?<br><br>At a carrier with your volume of policyholder communications across auto, home, farm, and life lines, that dependency adds up fast. Declarations pages, renewal notices, endorsements, cancellation letters. Each one tied to a system that needs an IT ticket before anything changes.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around document changes at Co-operators. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Michael,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across multiple plan types, bringing authorization letters, approval notices, and denial correspondence into one compliant workflow. Allied Benefits went further and eliminated $4 per document in vendor fees across 1M+ annual communications.<br><br>The pattern in both cases was the same: once the compliance and ops teams could make template changes directly, the wait disappeared. Regulatory updates that used to sit in an IT queue got handled the same day they came in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With the volume of policyholder communications Co-operators manages across all its lines, that kind of speed matters especially when a provincial regulatory change has to propagate across millions of active policies fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about the CCM infrastructure piece at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as Co-operators scales its automation footprint, feel free to reach out.
Proof: Optum managed 200+ templates and Allied Benefits eliminated $4/doc costs · Asset: GUC3E41.PDF
Hey Michael, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you've got some context on what we do. MHC helps insurers move template ownership to the business side so changes stop sitting in developer queues. Optum got there managing 200+ templates without IT involvement, and Allied Benefits cut their per-document costs to near zero in the process.
Given your scope across solution development and operations, figured this channel might be easier than email.
Worth a quick conversation to see if any of this is relevant?
Chris
Ron Mooibroek
Assistant Vice President - End User Services
engineering · vp
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Angle: document_transformation_experience
Hooks: your lead role in the policy document transformation program delivering Property and Auto documents, background establishing the IT Data Management support structure for document generation, current focus on elevating end-user technology and operational efficiency at Co-operators
posture: peer CTA: medium type: differentiation_led
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Subject: Document changes at Co-operators
Hi Ron,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing end user services at Co-operators, I wanted to ask about something that comes up a lot at large multi-line insurers. Does every document template change, whether that's a policy notice, a renewal letter, a declarations page, still require a developer to touch the system before anything goes out?<br><br>At your scale, with millions of policyholders across auto, home, farm, and life lines, that dependency adds up. A regulatory change hits one province, and the queue starts. The business side knows what needs to change, but they can't do it themselves.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Ron,<br><br>Following up on the template bottleneck piece I mentioned.<br><br>I'll be honest with you: I don't have a single insurance case study with a hard metric to share. What I can tell you is the pattern we see across the 60+ insurers we work with. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change.<br><br>At a company like Co-operators, running multi-line across auto, home, farm, life, and travel, that matters. When a provincial regulator updates required disclosure language, or a climate-related policy update needs to go out fast, the people who know what the document should say can make the change the same day. No ticket. No wait.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Ron
Hi Ron,<br><br>Sent you a couple of notes about document template management at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC NorthStar CCM supports over 25+ insurers and is ranked #1 for mid-market insurance by Aspire. · Asset: CCM_Buyers_Guide.pdf
Hey Ron, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so I won't rehash that here. At MHC we help insurers move template ownership to the business side so those changes stop sitting in a developer queue. We work with over 25 mid-market insurers and hold the top ranking in that segment from Aspire, so it's a space we know well.
Happy to reconnect here if the timing ever works.
Chris
Stephen Kacheff
Associate Vice President, Architecture & Engineering
engineering · vp
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Angle: architectural strategy for document delivery
Hooks: Experience leading scaled Agile adoption using the SAFe Framework to deliver client-critical online features., Focus on architectural strategy and engineering initiatives within the Canadian insurance sector at The Co-operators., Previous involvement in the 'Document Center of Excellence' which leveraged OpenText Exstream for claims and policy declarations.
posture: challenger CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
—
Reframe: business-user self-service
Subject: —
—
Proof: Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Jamie Gaulton
Strategic Operations Leader
operations · director
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📋 UNLOCK1.PDF
Angle: Alignment with Co-operators' Document Center of Excellence and OpenText/ServiceNow integration strategy.
Hooks: Experience leading strategic operations and process improvement within the Co-operators' corporate ecosystem., Knowledge of your Document Center of Excellence's focus on integrating OpenText Exstream with ServiceNow for Quote/Lead declarations., The Co-operators' recent commitment to $3B in climate investing targets, requiring agile communication updates.
posture: challenger CTA: medium type: differentiation_led
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Subject: —
—
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
—
Reframe: business-user self-service
Subject: —
—
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Jill Lillico
Associate Vice President, Claims Shared Services
operations · vp
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Angle: Claims document modernization and operational efficiency within Shared Services.
Hooks: Experience leading Claims Shared Services at Co-operators since 2021, Focus on claims correspondence, endorsements, and renewals within the Insurance scope, Context of Co-operators’ Document Center of Excellence and OpenText Exstream usage
posture: challenger CTA: soft type: differentiation_led
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Subject: Claims docs at Co-operators
Hi Jill,<br><br>Chris here from MHC Automation.<br><br>Given your role leading Claims Shared Services at Co-operators, I wanted to ask about something we see come up a lot at insurers your size. When a claims document needs to change — correspondence, settlement notices, acknowledgment letters — does that still go through IT before anything moves?<br><br>At scale, that dependency adds up fast. With millions of policyholders across auto, home, farm, and life lines, even a small template update can sit in a queue for days or weeks. Your claims team knows what the document needs to say. But if they can't make the change themselves, the bottleneck is built into the process.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the claims document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change leading to claims processing delays.
Hi Jill,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving business users into the template management workflow directly. IT stopped being the path for every change.<br><br>The reason that matters for a claims operation like yours is timing. When a regulatory requirement shifts or a notice format needs updating across your auto, home, and farm lines, the wait for a developer is the most expensive part. On MHC NorthStar CCM, the claims ops team makes the change with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce IT friction and improve document quality for claims correspondence.
Subject: One last thing, Jill
Hi Jill,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If the current setup ever becomes too much of a friction for your claims team, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers using MHC to automate high-volume policy and claims documents. · Asset: ULTIMA1.PDF
Hey Jill, good to be connected.
I sent a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better place to pick up the conversation. At MHC we help insurers move template ownership to the business side so claims and ops teams aren't waiting on a developer queue for every update. Guardian, Allstate, and 25 or so other insurers have moved that work off IT entirely using MHC for high-volume policy and claims documents.
Happy to reconnect here if the timing ever works.
Chris
Emmie Fukuchi
Executive Vice President and Chief Experience Officer
operations · c_level
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Angle: strategic CX modernization and digital sales digitization
Hooks: your leadership in the digitization of home and auto insurance sales at Co-operators, your focus on creating an integrated company-wide client experience for 'everyday Canadians', The Co-operators' recent strategic focus on the 'Document Center of Excellence' using OpenText Exstream
posture: peer CTA: soft type: differentiation_led
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Subject: Document ops at Co-operators
Hi Emmie,<br><br>Chris here from MHC Automation.<br><br>Given your role leading customer experience at Co-operators, I wanted to ask about something that comes up a lot at insurers your size. When your team wants to update a policyholder communication, does that change still have to go through IT and wait on a developer to touch the template?<br><br>At scale, with millions of policyholders across auto, home, life, and farm, that bottleneck adds up fast. A regulatory change hits one state or province, or a new climate disclosure requirement comes through, and the business side has to wait in a ticket queue before anything goes out the door.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your CX team move faster on policyholder communications without IT being the middleman. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Emmie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity run their policyholder communications on MHC. Alongside 60+ other insurers. The pattern we see every time: the insurer moves to MHC, the compliance or communications team starts managing templates directly, and IT stops being the bottleneck for every document update.<br><br>For an organization like Co-operators, where climate disclosures and risk communications are becoming a bigger part of the policyholder conversation, that kind of flexibility matters. When a new disclosure requirement comes through, your team shouldn't have to wait on a developer to update declarations pages, renewal notices, or cancellation correspondence before it goes out to millions of policyholders.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Emmie
Hi Emmie,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction as Co-operators continues pushing on the CX and digital modernization side, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers trust MHC to power their member communications · Asset: ULTIMA1.PDF
Emmie, good to have you in the network.
Sent you a couple of emails recently about the document infrastructure gap in the modernisation work at Co-operators. Didn't want to assume those landed, so figured this was a better place to pick up.
At MHC we help insurers move template ownership off IT queues to the business side. Guardian, Allstate, and 25 others have made that shift already.
Worth a quick conversation to see if any of this is relevant?
Chris
Aayaz Pira
Executive Vice-President and Chief Information Officer
engineering · c_level
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Angle: strategic modernization lead
Hooks: your recent appointment as EVP and CIO to lead The Co-operators modernization and digital data strategy, your deep background in digital banking innovation from Canadian Tire and CIBC, the Co-operators goal of $3B in climate-related investing by 2030 and its impact on platform agility
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization roadmap
Hi Aayaz,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Co-operators, I wanted to ask about something that comes up a lot with insurers running large-scale modernization programs. Is the document production layer keeping pace with the rest of your infrastructure work, or is it showing up as a blocker?<br><br>At your volume, that tends to surface in a specific way. Policy documents, renewal notices, claims correspondence, endorsements — all pulling from multiple systems. When the CCM layer requires a developer to touch every template change, it creates a dependency that slows down everything around it: regulatory updates, product launches, anything that touches policyholder communications at scale.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit given where Co-operators is headed. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Aayaz,<br><br>Following up on what I sent about the document layer blocking modernization work.<br><br>Guardian Life and Allstate both run their policyholder communications on MHC. The pattern we see consistently: the insurer moves to MHC NorthStar CCM, the compliance and ops teams start managing templates directly, and IT stops being the bottleneck for document changes. The ticket never gets written.<br><br>For an organization at Co-operators' scale, that matters most when something like a regulatory change or a climate-related coverage update has to propagate across millions of policyholders fast. Declarations pages, renewal notices, endorsements — those can't sit in a developer queue when the change is time-sensitive.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, Aayaz
Hi Aayaz,<br><br>Sent you a couple of notes about the document infrastructure piece at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian and Allstate · Asset: CUSTOM1.PDF
Aayaz, good to be connected.
Sent you a few notes recently about the document layer blocking the modernisation roadmap. At MHC we help insurers move template ownership off IT queues so the business side can manage changes directly. Guardian and Allstate both went that route when legacy CCM platforms were holding up broader infrastructure work.
Given Co-operators' scale, figured it might be relevant to what your team is navigating on the architecture side.
Worth a quick conversation to see if any of this is relevant?
Chris
Niki Zahirieh
Associate Vice President - Channels Technology (Digital, Advisor and Contact Centre)
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Angle: channel modernization & OpenText dependency
Hooks: Your leadership over Advisor and Contact Centre technology at Co-operators, Managing the scale of Quote/Lead Subscription Declarations mentioned at DSF, Recent transition into the AVP Channels Technology role
posture: challenger CTA: soft type: differentiation_led
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Subject: Document templates at Co-operators
Hi Niki,<br><br>Chris here from MHC Automation.<br><br>Given your role across digital, advisor, and contact centre channels at Co-operators, I wanted to ask about something we see come up a lot at multi-line insurers your size. When a document needs updating, like a renewal notice, a policy declaration, or a cancellation letter, does that change still have to go through IT and wait on a developer?<br><br>At organizations running legacy CCM platforms, that's usually the case. The business team knows exactly what needs to change, but they can't touch the template. Someone opens a ticket. It gets queued. The document goes out late, or with the old language, or both. At your volume, with millions of policyholders across auto, home, farm, and life, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for your channel teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Niki,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing I should have mentioned: we work with 25+ insurers who made this shift, and the pattern is consistent. The insurer moves to MHC NorthStar CCM, the compliance or ops team starts managing templates directly, and IT stops being the bottleneck for every document change. The ticket never gets written.<br><br>That matters especially for a multi-line carrier like Co-operators. A regulatory change in one province, a new climate disclosure requirement, a product update that affects farm and home and auto at the same time. Each of those used to be a developer project. On MHC NorthStar CCM, the people who know what the document should say are the ones who make the change, within the rules IT sets.<br><br>For your digital and advisor channels specifically, that kind of flexibility changes how fast you can respond when something needs to go out to policyholders at scale.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Niki
Hi Niki,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: 25+ insurers + Aspire #1 mid-market · Asset: ULTIMA1.PDF
Niki, glad we're connected. Saw the emails came through and figured LinkedIn might be a better spot to say hi.
At MHC we help insurers get template ownership off the IT queue and into the hands of the business side. The document infrastructure gap in the modernisation work is usually where that conversation starts. We work with 25+ insurers on exactly this, and Aspire ranked MHC number one in the mid-market for a reason.
If any of this lands, feel free to reach out whenever.
Chris
Gregory Pappas
Manager, Policy Administration Systems - Projects
operations · manager
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Angle: recent promotion and DCoE leadership
Hooks: Congrats on the April promotion to Manager of Policy Admin Systems Projects—well deserved after nearly 11 years at Co-operators., Given your tenure from System Support to Sr. Solutions Consultant, you've likely seen the evolution of the Document Center of Excellence firsthand., Saw the Co-operators case study on integrating Exstream with ServiceNow for quote declarations; curious how that's scaling for the broader claims and renewal roadmap.
posture: peer CTA: soft type: differentiation_led
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Subject: Policy docs + IT bottlenecks
Hi Gregory,<br><br>Chris here from MHC Automation.<br><br>Given your role managing policy administration systems at Co-operators, I wanted to ask about something that comes up a lot at multi-line insurers your size. When a template needs to change, whether that's a declarations page, a renewal notice, a cancellation letter, does it still require an IT ticket and a developer to touch it?<br><br>At organizations running millions of policyholder communications across auto, home, farm, and life lines, that dependency adds up fast. Regulatory change hits one state or province, and suddenly there's a queue. Someone has to find the right template in a system only a developer knows, and the business side waits.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency between your policy comms and IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Gregory,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One thing I should have included: the pattern we see most often at insurers your size is that the compliance or policy comms team knows exactly what needs to change, but can't make the change themselves. So a notice that should take a day ends up taking two weeks because a developer has to get involved.<br><br>The companies that have moved off that model, including several in our insurance client base, got there by putting template editing in the hands of the people who own the content, with controls in place so nothing goes out without the right approval. IT stops being the bottleneck. Changes happen the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Gregory
Hi Gregory,<br><br>Sent you a couple of notes about document infrastructure at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: ULTIMA1.PDF
Hey Gregory, appreciate you connecting.
I sent a few emails recently about the IT ticket bottleneck on template changes and the document layer slowing down broader roadmap work. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help insurers move template ownership to the business side so changes stop queuing through developer resources. Intact and Acuity have both gone that route, and it's come up consistently across the insurers we work with in Canada.
Not sure if the timing is right at Co-operators, but happy to reconnect here if the timing ever works.
Chris
Keywan Esfahani
Assistant Vice President, Enterprise Architecture Strategy and Consulting
engineering · vp
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Angle: strategic architectural oversight and CCM modernization
Hooks: Your transition from CTO roles to AVP of Enterprise Architecture Strategy at Co-operators, The Co-operators' focus on integrating OpenText Exstream with ServiceNow for Quote/Lead declarations, Your background in digital transformation and leading technology assessments at Aeroplan
posture: peer CTA: soft type: problem_first
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Subject: CCM architecture at Co-operators
Hi Keywan,<br><br>Chris here from MHC Automation.<br><br>Given your role in enterprise architecture at Co-operators, I wanted to ask about something that comes up a lot with insurers at your scale. Is document template management still sitting entirely on the IT side, where every change to a policy form or regulatory notice has to go through a developer?<br><br>At a multi-line insurer running hundreds of active templates across auto, home, life, farm, and travel, that dependency adds up fast. A rate change, a regulatory update, a new disclosure requirement — each one becomes a ticket, a queue, a wait. The architecture creates a ceiling on how quickly your communications can move.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on template changes without losing the controls your architecture team needs. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: it_architecture -> architecture lock-in and developer scarcity in legacy CCM environments like OpenText Exstream
Hi Keywan,<br><br>One more thought on the architecture dependency piece I mentioned.<br><br>MHC NorthStar CCM currently supports 25+ major insurers running 200+ active templates. The pattern we see consistently: when the business side can make compliant template changes directly, with approval workflows built in, the wait disappears. Compliance and ops teams handle updates the same day instead of waiting on a developer queue.<br><br>For an insurer running auto, home, life, farm, and travel lines at your volume, that matters most when a regulatory change has to propagate across declarations pages, endorsements, cancellation notices, and renewal correspondence fast. That kind of change touches dozens of template variants and multiple policy administration system data sources. On most legacy CCM platforms, that is a developer project.<br><br>What MHC NorthStar CCM does differently is remove the developer from the day-to-day change path without removing the guardrails IT has set.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor -> shifting to business-user self-service to eliminate the IT dependency bottleneck for template changes
Subject: One last thing, Keywan
Hi Keywan,<br><br>Sent you a couple of notes about CCM architecture at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become a friction point in your modernization roadmap, feel free to reach out.
Proof: The Co-operators is in a T2 category; highlight that MHC NorthStar supports 25+ major insurers and ranked #1 for mid-market by Aspire, specifically addressing the complexity of 200+ insurance templates. · Asset: ULTIMA1.PDF
Keywan, good to be connected.
Sent you a few notes recently about the architecture lock-in piece in legacy CCM environments, specifically getting template changes out of developer queues. At MHC we help insurers do exactly that, and we work with 25+ major carriers across portfolios similar to Co-operators, including environments with 200+ insurance templates where Aspire ranked us number one for mid-market complexity.
Given your architecture remit, the dependency layer is usually where the conversation gets interesting.
Worth a quick conversation to see if any of this is relevant?
Chris
Laurieann Miller
Associate Vice President, Advisor & Client Communications
operations · vp
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Angle: document_center_of_excellence_modernization
Hooks: Leadership of the Advisor & Client Communications team for 14+ years, Accountability for policy fulfillment and client experience at The Co-operators, The Co-operators' use of OpenText Exstream integrated with ServiceNow for quote and subscription declarations
posture: peer CTA: soft type: differentiation_led
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Subject: Document changes at Co-operators
Hi Laurieann,<br><br>Chris here from MHC Automation.<br><br>Given your role leading advisor and client communications at Co-operators, I wanted to ask about something that comes up constantly at multi-line carriers your size. When a disclosure needs updating across your auto, home, or farm policy documents, does that change still have to route through IT and wait on a developer to touch the template?<br><br>At your volume, that dependency adds up fast. A regulatory tweak to a renewal notice or a cancellation letter becomes a developer project instead of a communications update. When you're running millions of policyholder documents across product lines, the queue never really clears.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change
Hi Laurieann,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: Guardian Life, Allstate, Acuity, and 25+ other insurers now run their policyholder communications on MHC. The pattern we see every time is the same. The insurer moves over, the compliance and communications teams start managing templates directly, and IT stops being the bottleneck for every document update.<br><br>That matters a lot when you're dealing with regulatory changes across multiple provinces and product lines. A revision to a renewal notice or endorsement language used to mean a ticket, a wait, and a developer who has to re-learn the template structure. On MHC NorthStar CCM, your communications team makes the change the same day, with approval workflows built in.<br><br>Given the document center of excellence work Co-operators has been building toward, that kind of ownership on the business side seems like it would fit well. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Laurieann
Hi Laurieann,<br><br>Sent you a couple of notes about document template management at Co-operators. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: The Guardian, Allstate, and 25+ insurers trust MHC to automate complex policy contracts and renewals. · Asset: UNLOCK1.PDF
Laurieann, good to be connected.
I sent a few emails about the IT dependency bottleneck on template changes, so you have some context on what we do. At MHC we help insurers get document template ownership off the developer queue and onto the business side.
The Guardian and Allstate are both running policy contracts and renewals through MHC now, along with 25 or so other carriers who made a similar move off legacy platforms.
Happy to reconnect here if the timing ever works.
Chris
Marsh McLennan
mmc.com
· fintech_financial_services
· New York, US
A global professional services firm specializing in risk management, insurance brokerage, and human capital consulting.
Multiple LinkedIn profiles and job postings indicate internal development and maintenance of CCM workflows using OpenText Exstream and Quadient Inspire. Job postings specifically for 'Lead Software Engineer - OpenText Exstream' at Marsh & McLennan corroborate the platform's presence.
Tier 3 score 48
Rodney
⭐ OpenText Exstream
5000_plus employees · 1b_plus
Technology & Competitors
Generative AI (proprietary ecosystem)
HG Insights
Strategic Initiatives
- Rebranding all business units under the single brand 'Marsh' by 2026-2027., Establishment of Business and Client Services unit to centralize data, AI, and analytics investments.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Insurance Brokerage & Consulting
Awareness: stage_2
Scale: mega — Policies Brokered (Transactional Risk segment only) 3,800+
Doc types: manuscript endorsements, surplus lines filings, broker comms, binding authority, claims reserves
Best proof: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- M&A: Marsh McLennan completed the $7.75 billion acquisition of McGriff Insurance Services
- adding significant talent and middle-market scale.
- Leadership Change: Martin South continues to lead the Risk & Insurance Services segment as President and CEO of Marsh
- focusing on record growth and integration.
- Job Posting: Actively recruiting for OpenText Exstream Developers and CCM-related technical roles in the US and India
- +1 more
Contacts (10)
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Carrie Lonze
Chief Information and Digital Officer
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Angle: recent_transition_to_mma
Hooks: Transition to MMA in March 2026 after 23+ years at Accenture, Focus on executing MMA's 'build and buy' modernization strategy, Leadership over IT and digital strategy following the $7.75B McGriff acquisition
posture: peer CTA: soft type: problem_first
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Subject: McGriff doc workflows, Carrie
Hi Carrie,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading IT and digital strategy at Marsh McLennan, I wanted to ask about something that tends to surface fast after a large acquisition. With McGriff now in the fold, is your team dealing with document template backlogs where changes to things like manuscript endorsements, surplus lines filings, or broker comms still have to go through a developer to get done?<br><br>At your scale, that dependency compounds quickly. Every binding authority update, every claims reserves template change, every new document standard that has to reflect McGriff workflows ends up in an IT queue. And if you're recruiting Exstream developers to keep pace, that's a signal the platform is consuming roadmap capacity you'd probably rather spend elsewhere.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for template changes in OpenText Exstream, slowing the post-acquisition integration of McGriff's document workflows.
Hi Carrie,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates through MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland scaled to around 600 templates by shifting control to their business users directly. In both cases, the IT team stopped being the bottleneck for day-to-day document changes. The compliance and ops teams handle updates themselves, with approval workflows built in.<br><br>That matters a lot when you're absorbing McGriff's middle-market book and need manuscript endorsements, surplus lines filings, and broker comms to reflect a unified standard fast. A developer queue is not the right path for that kind of change volume, especially when you're also trying to execute a broader modernization roadmap. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Empower business users with self-service template management to reduce the 150k+ developer scarcity burden on the IT architecture roadmap.
Subject: One last thing, Carrie
Hi Carrie,<br><br>Sent you a couple of notes about document template workflows at Marsh McLennan. Wanted to share one last thing before I get too persistent.<br><br>This covers how financial services companies handle it at scale:<br>https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/<br><br>If the current document composition setup becomes too much of a friction point as the McGriff integration moves forward, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC managed 100-200 complex SWIFT templates while ING Poland scaled to 600 templates by shifting control to business users. · Asset: CUSTOM1.PDF
Carrie, good to be connected.
Sent you a few emails about the OpenText Exstream dependency piece and how that bottleneck tends to compound when you're trying to align document workflows across two organisations post-acquisition.
At MHC we help financial services firms move template ownership to the business side so IT queues stop being the rate limiter. ING Poland got to 600 templates under business control, which is roughly the scale that kind of integration creates.
Given where Marsh McLennan is right now with McGriff, that feels like a relevant problem to have solved.
Happy to reconnect here if the timing ever works.
Rodney
Brett Lewis
Vice President, Operations
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Angle: M&A Integration Friction
Hooks: Ongoing integration of 3,500 McGriff colleagues into MMA, Recent promotion to VP Operations in June 2025, Marsh McLennan's 2026 rebrand to 'Marsh'
posture: peer CTA: soft type: problem_first
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Subject: McGriff integration + document ops
Hi Brett,<br><br>Rodney here from MHC Automation.<br><br>Given your role in operations at Marsh McLennan, I wanted to ask about something that comes up a lot when companies are working through a large acquisition integration. With McGriff now added to the mix, was wondering if your team is dealing with a growing backlog of document template changes that still require a developer to touch?<br><br>At your scale, that becomes a real problem fast. Broker communications, manuscript endorsements, client-facing notices across thousands of templates from two different organizations. When every change needs an IT ticket, integration timelines slip and the business side ends up waiting.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your operations team reduce that dependency as you work through the Marsh rebrand and McGriff consolidation. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The McGriff acquisition added 3,500 colleagues and likely a massive volume of legacy document templates to your plate. When every manuscript endorsement or broker comm change requires a ticket and a specialized developer, 'integration' becomes a multi-year bottleneck.
Hi Brett,<br><br>Following up on what I sent about the document ops piece during your integration work.<br><br>One example that might be relevant: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1M annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by getting business users into the change path directly instead of routing everything through IT. Separately, Natera cut their template change cycles from 2.5 weeks to 2 days by removing the developer dependency from day-to-day updates.<br><br>The pattern we see at organizations going through consolidation is consistent. Two legacy document environments, two sets of templates, one overloaded IT queue. The wait doesn't shrink on its own.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your operations or compliance team makes the update directly, within guardrails IT sets up once.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText Exstream is powerful, but it often creates an IT dependency wall. With the scale of the new Marsh brand, you can't afford to have business users waiting weeks for simple template updates. Transitioning to a model where the business owns the document logic—not IT—is the only way to hit your M&A synergy targets.
Subject: One last thing, Brett
Hi Brett,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the integration moves forward, feel free to reach out.
Proof: We helped Allied Benefits eliminate $4 per document by streamlining over 1M communications, and helped Natera cut template change cycles from 2.5 weeks to just 2 days. · Asset: CCM_Buyers_Guide.pdf
Hey Brett, good to be connected.
Sent you a few emails around the McGriff integration and what document template volume does to an ops team at that scale. At MHC we help insurers move template ownership off IT queues and to the business side.
One thing that resonated with a team in a similar spot: Natera cut their template change cycles from two and a half weeks down to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Rodney
Todd Sadesky
Sr. Director - Enterprise Architecture
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Angle: enterprise architecture alignment with M&A growth
Hooks: Current role as Sr. Director of Enterprise Architecture at Marsh McLennan Agency (MMA), Expertise in CSM and PMP-led technology transformation, Recent $7.75B acquisition of McGriff Insurance Services requiring document system consolidation
posture: peer CTA: soft type: problem_first
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Subject: Template ops during the Marsh rebrand
Hi Todd,<br><br>Rodney here from MHC Automation.<br><br>I work with enterprise architecture teams at financial services and insurance companies, and I wanted to reach out given the rebranding work Marsh McLennan is moving through. Consolidating all business units under a single brand by 2026-2027 is a big lift, and I was curious whether document template infrastructure is on your radar as part of that.<br><br>At your scale, client-facing documents touch dozens of systems across business units. When a brand standard or regulatory disclosure changes, someone usually has to go find every template variant and route it through a developer who knows the underlying platform. With a consolidation of this size, that process gets expensive fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this maps to what your team is planning. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Todd,<br><br>One more thought on the template infrastructure piece I mentioned.<br><br>Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. The way they got there was by moving template ownership off the developer queue entirely. Their ops team handles changes directly now, without an IT ticket.<br><br>With the Business and Client Services unit standing up to centralize data and AI investments, the question that comes up at companies going through similar consolidations is whether the document layer is keeping pace. If client communications are still routed through a legacy composition system that only developers can touch, that becomes a bottleneck in the architecture you're trying to build.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT=architecture lock-in risk, DT=evaluate before committing.
Subject: One last thing, Todd
Hi Todd,<br><br>Sent you a couple of notes about document infrastructure at Marsh McLennan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction during the rebrand, feel free to reach out.
Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: CUSTOM1.PDF
Appreciated the connection, Todd.
Sent you a few emails recently around the IT ticket bottleneck on template changes, so you've got the general idea of what we do at MHC. The short version is we help companies move template ownership to the business side so architecture and IT aren't the path of least resistance for every communication update.
We work with a good chunk of the insurance and financial services space, Allstate, Intact, and Acuity among them, so the pattern tends to be familiar.
Worth a quick conversation to see if any of this is relevant?
Rodney
Heather Hunger
Senior Vice President, Business Process Operations
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Angle: M&A Document Operations Strategy
Hooks: Ongoing integration of the $7.7 billion McGriff Insurance Services acquisition, Leading Business Process Operations at Marsh McLennan Agency, Recent active recruiting for OpenText Exstream Developers at MMC
posture: peer CTA: soft type: problem_first
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Subject: Document ops during the rebrand, Heather
Hi Heather,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading Business Process Operations at Marsh McLennan, I wanted to ask about something we see come up constantly at global financial services organizations going through a rebrand. When every client-facing document template has to route through IT for changes, does that become a serious bottleneck when you're trying to move fast across multiple business units?<br><br>With the consolidation under a single Marsh brand by 2026, I'd imagine the document layer is going to be under a lot of pressure. Regulatory disclosures, client agreements, policy documents, correspondence across Oliver Wyman, Guy Carpenter, Mercer, all of it eventually needs to reflect one brand identity. On most legacy systems, that's a developer project, not an ops project.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without creating a bottleneck in IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Heather,<br><br>Following up on what I sent about the document ops piece during the rebrand.<br><br>One example worth sharing: ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. When a requirement changes, their compliance team makes the update directly. IT isn't in the loop for every revision.<br><br>That matters a lot when you're running a consolidation at Marsh McLennan's scale. If your ops and compliance teams are waiting on developers every time a disclosure needs updating or a template needs to reflect the new brand, that delay compounds fast across millions of client touchpoints.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Heather
Hi Heather,<br><br>Sent you a couple of notes about document operations at Marsh McLennan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point during the consolidation, feel free to reach out.
Proof: Insurance: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. Asset: UNLOCK1.PDF or ULTIMA1.PDF. · Asset: UNLOCK1.PDF
Heather, glad you connected. I sent a few emails recently about the IT ticket bottleneck on template changes, so figured I'd say hi here too.
At MHC we help insurers and financial services firms move template ownership to the business side, away from developer queues. Marsh McLennan's scale is exactly where that matters. Acuity and Intact both made that shift with us, and the ops teams there now handle changes without touching IT.
If any of this lands, feel free to reach out whenever.
Rodney
Paul Beswick
SVP & Chief Information and Operations Officer
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Angle: IT velocity and unification strategy
Hooks: Your recent interview on 'Inside the ICE House' about the 2026 brand transformation to 'Marsh' and its operational impact., Your focus on 'increasing the velocity of IT' by removing bureaucratic hurdles and unnecessary process tangles., Leading the massive unification of technology across Marsh, Mercer, Guy Carpenter, and Oliver Wyman into the single MMTech operation.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Marsh scale
Hi Paul,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing operations and technology at Marsh McLennan, I wanted to ask about something that comes up a lot at organizations your size. With the rebrand consolidating everything under a single Marsh identity, I was curious whether client-facing document templates are one of those things that still require a developer to touch every time something needs to change.<br><br>At your volume, that friction adds up fast. If the compliance team or client services team needs to update a disclosure, a client report, or a contract cover letter, and that request has to go through IT before anything moves, the queue becomes a real operational constraint. Especially when you're trying to move faster under a unified brand.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency for document changes at scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Paul,<br><br>Following up on what I sent about the document template bottleneck.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Their operations team needed a way to manage those templates without routing every change through a developer. That's what they solved.<br><br>The pattern matters here. When your client services or compliance teams can update a client report, a disclosure, or a contract document directly, with controls in place, changes happen the same day. That kind of speed matters especially when a regulatory update has to propagate across hundreds of document variants at Marsh's volume.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Paul
Hi Paul,<br><br>Sent you a couple of notes about document template infrastructure at Marsh McLennan. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the rebrand rolls out, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Hey Paul, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context already. At MHC Automation we help firms like Marsh McLennan move that ownership to the business side, off the developer queue entirely. HSBC ran into the same dynamic across a few hundred templates and got there, and we've done similar work with PNC and Fidelity.
No agenda here beyond making the connection. Happy to reconnect here if the timing ever works.
Rodney
Daniel Bowden
Global Business Chief Information Security Officer
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Angle: M&A security integration for McGriff acquisition
Hooks: Ongoing security integration for the $7.75B McGriff acquisition, Focus on MMC's cloud security posture and enterprise-wide partnerships, Recent discussions on 'human + machine' collaboration in cyber defense
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: Architecture lock-in risk for complex manuscript endorsements and surplus lines during M&A consolidation.
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Reframe: Exstream dependency creates a security and operational bottleneck; evaluate self-service alternatives for business users to reduce IT ticket volume.
Subject: —
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Proof: HSBC managed 100-200 templates and complex SWIFT reporting with high security and reliability. · Asset: CSFIN1.PDF
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Patty Sanders
Senior Vice President, Operations
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📋 CCM_Buyers_Guide.pdf
Angle: M&A operational integration following the McGriff acquisition and MMA West leadership
Hooks: Ongoing leadership as Principal and Director of Operations for MMA West region, Navigating the $7.75B McGriff Insurance Services acquisition and operational consolidation, Managing client service excellence for Orange County accounts amid mega-scale growth
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency for manuscript endorsements and broker communications creates document change bottlenecks.
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Reframe: Enable business users to self-service template updates rather than waiting on OpenText Exstream developers.
Subject: —
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Proof: Marsh McLennan's scale matches Guardian and Allstate, where 25+ insurers use MHC to decentralize DocOps. · Asset: CCM_Buyers_Guide.pdf
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Brett Wagner
Vice President, Digital Product Management
operations · vp
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📋 ULTIMA1.PDF
Angle: product leadership in transportation affinity and enterprise roadmap alignment
Hooks: Head of digital product for the Marsh Affinity Transportation segment ($50M+ revenue), Moderated recent Pendo innovation panel on product-led growth and data-driven engagement, Ensures product features align with MMC enterprise strategy for consistent digital engagement
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency bottleneck for template changes in Affinity/Transportation documents
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Reframe: Business-user self-service to reduce the developer scarcity tax ($150K+ per dev)
Subject: —
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Proof: Guardian and 25+ other insurers managed via Aspire #1 mid-market platform · Asset: ULTIMA1.PDF
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Tom Coombs
Lead Solutions Architect
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📋 UNLOCK1.PDF
Angle: M&A-driven architectural sprawl and OpenText technical debt following the $7.75B McGriff acquisition.
Hooks: Leveraging your experience with complex architectural reviews as you integrate the $7.75B McGriff Insurance Services acquisition., Addressing the current recruitment push for OpenText Exstream developers amid architectural consolidation across Risk & Insurance Services., Simplifying the delivery of manuscript endorsements and surplus lines filings across your mega-scale global infrastructure.
posture: peer CTA: soft type: problem_first
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Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
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Reframe: OpenText/Quadient: E2=business-user self-service.
Subject: —
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Proof: T2=Guardian, Allstate, Intact, MiWay, Acuity, Loomis. T3=25+ insurers + Aspire #1 mid-market. · Asset: UNLOCK1.PDF
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Vivek Sen
Partner, Head of Performance Transformation, Americas
operations · vp
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📋 CSFIN1.PDF
Angle: strategic performance transformation at Oliver Wyman/MMC
Hooks: Current leadership of Performance Transformation for MMC/Oliver Wyman Americas, Strategic focus on AI and commercial effectiveness in financial services, Recent $7.75B McGriff acquisition requiring unified document standards across legacy platforms
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
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Reframe: DT=evaluate before committing. Business-user self-service vs. architecture lock-in.
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
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First Command
firstcommand.com
· fintech_financial_services
· Fort Worth, US
Financial services firm providing coaching, planning, and banking to U.S. military families.
Search for Oracle Documaker, PlanetPress, and Elixir DPT returned no direct association with First Command Financial Services. LinkedIn intel indicates a print production presence (Todd Upchurch) but lacks specific CCM platform tagging.
Tier 3 score 48
Rodney
1001_5000 employees · 250m_1b
Technology & Competitors
JavaScript
HG Insights
HTML
HG Insights
Twitter
HG Insights
Strategic Initiatives
- Modernizing service delivery systems via multi-million dollar technology investment., Expansion of Military Advisory Board to include retired senior flag officers.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management
Awareness: stage_2
Scale: mid — client families 300,000
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- leadership_change: Brent Korte joined as Executive Vice President and Chief Marketing Officer
- bringing experience in digital transformation and marketing leadership.
- leadership_change: Barbara Dugas-Patterson appointed as President and CEO of First Command Bank.
- expansion: First Command Financial Services plans to move and expand its Fort Worth office footprint with a $1.25M investment.
Contacts (11)
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Frank Smith
SVP, Chief Information Security Officer and Data Privacy
engineering · vp
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📋 CSFIN1.PDF
Angle: strategic security leadership & military family mission
Hooks: your CISO/Privacy leadership at First Command, alignment with the mission of serving military families, your background with Series 24/7 and SAFe Agile certifications
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at First Command
Hi Frank,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing information security and data privacy at First Command, I wanted to ask about something that comes up a lot at financial services firms your size. When your team needs to update client-facing documents like portfolio reports, 1099s, or trade confirmations, does that change still run through a developer or a vendor ticket before it goes out?<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document template changes at First Command. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on document template changes at First Command. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Frank,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting, all running through MHC NorthStar CCM. Their compliance and ops teams handle template updates directly now, so the wait between a requirement change and a document update is basically gone.<br><br>For a firm like First Command, where client statements, 1099s, and performance summaries carry both regulatory weight and a real obligation to the military families you serve, that kind of turnaround matters. When a disclosure requirement changes, the business side makes the update the same day instead of waiting on IT.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Frank
Hi Frank,<br><br>Sent you a couple of notes about document infrastructure at First Command. Wanted to share one last thing before I get too persistent.<br><br>This covers how financial services companies handle it at scale: https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/<br><br>If current document composition or CCM processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Frank, appreciate you connecting.
Sent you a few notes recently about the legacy document platform piece, so you have some context on what we do. At MHC we help financial services firms move template ownership off IT and onto the business side, which tends to reduce a fair amount of security surface area around undocumented change processes too.
ING Poland migrated around 600 templates through that same shift and cut the overhead tied to managing changes across legacy infrastructure.
Worth a quick conversation to see if any of this is relevant?
Rodney
Nidhi Talati
Vice President, Financial Planning
operations · vp
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📋 CSFIN1.PDF
Angle: strategy-technical translation and enterprise transformation
Hooks: mention of her role in translating business needs into technical development objectives for First Command, her stated focus on aligning financial planning strategy with enterprise transformation, her Change Leader role in opening conversations to drive improvements across the organization
posture: peer CTA: soft type: problem_first
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Subject: Document changes at First Command
Hi Nidhi,<br><br>Rodney here from MHC Automation.<br><br>Given your role in financial planning at First Command, I wanted to ask about something we see come up a lot at wealth management firms your size. When your team needs to update client-facing documents like portfolio reports or account statements, does that go through IT or can your planning team make changes directly?<br><br>The reason I ask: at a lot of firms running multi-system environments, a simple disclosure update or a format change on a client statement turns into a developer ticket. The planning side knows what it should say. The technical side has to execute it. That gap slows things down, especially when you're serving a client base with specific regulatory and communication needs like First Command's.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency and development bottlenecks in financial planning workflows
Hi Nidhi,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT confirmations. The complexity there is similar to what a firm like First Command manages across portfolio reports, statements, and regulatory disclosures pulling from multiple systems.<br><br>What changed for them was that the people who needed to update documents stopped waiting on developers to do it. The compliance and ops teams could make changes directly, with controls in place. When a regulatory requirement shifts or a disclosure has to go out to your member base fast, that matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to bypass technical debt and accelerate planning innovations
Subject: One last thing, Nidhi
Hi Nidhi,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managing 100-200 templates with legacy complexity, similar to the scale of First Command's portfolio reports and statements · Asset: CSFIN1.PDF
Nidhi, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, so you may have some context already. At MHC we help financial services firms get template ownership off IT queues and onto the business side. HSBC was managing somewhere between 100 and 200 templates under similar legacy constraints before making that shift, which given the scale of portfolio reports and statements at First Command felt relevant.
Happy to reconnect here if the timing ever works.
Rodney
Tina Caddell
Vice President of Operations
operations · vp
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📋 CSFIN1.PDF
Angle: document_suppression_strategy
Hooks: your leadership in managing the AMS Investment Management Agreement amendments, oversight of trade confirmation suppression and quarterly confirmation reporting, Brent Korte's recent move to EVP/CMO and the expansion of the Fort Worth home office
posture: peer CTA: soft type: problem_first
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Subject: Document ops at First Command
Hi Tina,<br><br>Rodney here from MHC Automation.<br><br>Given your role in operations at First Command, I wanted to ask about something we see come up a lot at wealth management firms your size. When your team needs to update a client-facing document, like a statement, confirmation, or disclosure, does that still require an IT ticket and a wait?<br><br>At firms working through a major tech investment, that bottleneck tends to get worse before it gets better. The new systems pull in more data sources, and suddenly a single document change touches three teams instead of one.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on document changes without adding to the dev queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The 'IT ticket tax' on statement and confirmation changes—especially as you scale into the new Fort Worth office expansion.
Hi Tina,<br><br>One more thought on the document ops piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their compliance and operations teams make changes directly, without waiting on a developer.<br><br>For a firm like First Command, that matters in a specific way. Your advisors serve a client base with a lot of moving parts: PCS moves, deployment cycles, benefit changes. When a disclosure or confirmation needs to reflect updated guidance, that change should happen the same day, not at the end of a sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just suppress paper; empower business users to own the logic behind the digital confirmation reports without waiting for dev cycles.
Subject: One last thing, Tina
Hi Tina,<br><br>Sent you a couple of notes about document operations at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT reporting with a business-user first approach, similar to your focus on high-volume trade confirms. · Asset: CSFIN1.PDF
Hey Tina, good to be connected.
Sent you a few notes recently about the IT ticket bottleneck on statement and confirmation changes, especially with the Fort Worth expansion in the mix. At MHC we help financial services firms get template ownership off the developer queue and into the hands of the business side.
HSBC ran 100-200 templates including complex SWIFT reporting with that model, which maps pretty closely to high-volume trade confirm environments.
Happy to reconnect here if the timing ever works.
Rodney
Ashley Butler
Director, Marketing Operations & Field Enablement
operations · director
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📋 CSFIN1.PDF
Angle: strategic field enablement and recruitment operations
Hooks: your focus on field enablement for financial advisors in a growing Fort Worth office, Brent Korte's recent move to EVP/CMO and the focus on modernizing marketing operations, transition from advisor recruitment leadership into scaling marketing ops at First Command
posture: peer CTA: soft type: problem_first
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Subject: Template changes slowing down field ops?
Hi Ashley,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing marketing operations and field enablement at First Command, I wanted to ask about something that comes up a lot at financial planning firms your size. When your team needs to update client-facing documents, like account statements, regulatory disclosures, or advisor communications, does that still require going through IT and waiting on a developer to make the change?<br><br>For a lot of marketing ops directors we talk to, that wait is the real bottleneck. A compliance update comes in, a product offering changes, field advisors need updated materials, and the person who knows exactly what the document should say is stuck waiting on a ticket queue instead of just making the fix.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on document changes without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Marketing ops at mid-market firms often face document bottlenecks where template updates for portfolio reports or prospectus supplements take weeks due to IT dependency.
Hi Ashley,<br><br>Following up on what I sent about the document change bottleneck.<br><br>Wanted to share a quick example. HSBC runs somewhere between 100 and 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Their operations team manages template changes directly now, without routing everything through a developer.<br><br>For a firm like First Command, where field advisors depend on accurate, up-to-date client communications, that kind of turnaround matters. When a compliance requirement shifts or a product detail changes, the people who know what the document should say can update it the same day instead of waiting on a backlog.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than waiting on a shrinking pool of IT developers to code template changes, shift the power to business users for self-service document updates without touching the core legacy architecture.
Subject: One last thing, Ashley
Hi Ashley,<br><br>Sent you a couple of notes about document workflows at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document processes become too much of a friction for your field enablement work, feel free to reach out.
Proof: HSBC eliminated IT tickets for 100-200 templates using our SWIFT-integrated platform, while financial service peers reduce report turnaround from weeks to days. · Asset: CSFIN1.PDF
Hey Ashley, glad you connected.
Sent you a couple of emails about the template bottleneck piece, specifically how long document updates can take when IT is in the critical path. At MHC we help firms move that ownership to the business side so marketing ops isn't waiting on a developer queue for every change. HSBC cut out IT tickets across 100-200 templates entirely, and similar firms have pulled report turnaround from weeks down to days.
If any of this lands, feel free to reach out whenever.
Rodney
Joshua Shirley
Director, Bank Solutions
engineering · director
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📋 CSFIN1.PDF
Angle: internal progression and technical oversight
Hooks: your 17-year tenure at First Command and recent move to Director of Bank Solutions, your background managing Business Information Systems Support, First Command's expansion in Fort Worth and leadership additions like Brent Korte
posture: peer CTA: soft type: problem_first
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Subject: Document changes at First Command
Hi Joshua,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing bank solutions at First Command, I wanted to ask about something that comes up a lot at financial services organizations your size. When your team needs to update a client-facing document, does that change have to go through IT, or can the business side handle it directly?<br><br>With your member base, that kind of dependency adds up fast. Account statements, regulatory disclosures, loan documents, any change to those means a ticket, a queue, and a wait. If First Command is in the middle of a technology modernization push, that bottleneck tends to become visible pretty quickly.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Joshua,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Before that, every template change went through a developer cycle. After moving to MHC NorthStar CCM, their compliance and operations teams could make changes directly, and the deployment cycles shrank significantly.<br><br>For a financial services company like First Command, that matters especially when a regulatory disclosure update has to go out to your full client base and you're waiting on a developer to touch the template first. The change should take an afternoon, not a sprint.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, First Command
Hi Joshua,<br><br>Sent you a couple of notes about document infrastructure at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates including SWIFT reports using MHC, reducing technical debt and deployment cycles. · Asset: CSFIN1.PDF
Hey Joshua, appreciate you connecting.
Sent you a few emails about the IT dependency bottleneck on template changes, so you probably have some context already. At MHC we help financial services firms move template ownership to the business side so changes stop sitting in a developer queue. HSBC ran 100-200 templates through MHC, including SWIFT reports, and cut down technical debt and deployment cycles in the process. Not sure if First Command is running into similar friction, but figured a different channel was worth a shot.
Happy to reconnect here if the timing ever works.
Rodney
Brian Dawson
Associate Director Database Systems
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📋 CSFIN1.PDF
Angle: long-term database leadership at First Command and the impact of the Fort Worth headquarters expansion
Hooks: your 24-year tenure at First Command overseeing database systems, the planned expansion of your Fort Worth office headquarters, managing data integrity for portfolio reports and client statements
posture: peer CTA: soft type: problem_first
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Subject: Document changes at First Command
Hi Brian,<br><br>Rodney here from MHC Automation.<br><br>Given your role managing database systems at First Command, I wanted to ask about something that comes up a lot at wealth management firms your size. Does updating client-facing documents like account statements, regulatory disclosures, or portfolio reports still require a developer to touch the underlying system every time something changes?<br><br>In most setups we see, that work lands in the database team's queue because document logic is tightly coupled to the data layer. A compliance change or a disclosure update becomes a developer project, even when the change itself is simple. With your member base, that kind of backlog adds up fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help take document template changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The 'IT bottleneck' is often just a symptom of legacy document systems that force every template change—like updating prospectus supplements or trade confirms—into a database developer's queue.
Hi Brian,<br><br>Following up on what I sent about document changes sitting in the developer queue.<br><br>One example worth sharing: HSBC modernized their reporting setup with MHC NorthStar CCM, managing over 600 complex templates for letters of credit, guarantees, and trade documentation. They handled reporting across 3 million records while significantly reducing the developer burden on their team.<br><br>The way it worked is their business and compliance teams could update templates directly, within controls IT set up. Changes that used to require a developer ticket started happening the same day.<br><br>That matters especially for a firm like First Command, where regulatory disclosures and client statements have to stay accurate across a large and growing member base. A compliance change shouldn't sit in an engineering backlog waiting for a developer who knows the system.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of scaling the database team to handle document logic, the shift is toward decoupling CCM from the core data layer to give business users self-service control.
Subject: One last thing, Brian
Hi Brian,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: MHC helped HSBC modernize their reporting for 3 million records while managing over 600 complex templates, significantly reducing the developer burden. · Asset: CSFIN1.PDF
Hey Brian, appreciate you connecting.
Sent you a few emails recently about the template change bottleneck that lands in database developer queues, things like prospectus supplements and trade confirms routing through IT instead of sitting with the business. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help financial services firms move that ownership off the developer queue. HSBC used it to manage 600-plus complex templates across 3 million records and meaningfully cut the developer burden on their side.
Happy to reconnect here if the timing ever works.
Rodney
Jeff Youngs
Senior Vice President, Service & Support Strategy
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Angle: strategy lead for client/advisor experience enhancement
Hooks: your recent promotion to SVP of Service & Support Strategy to lead enterprise-wide service strategy, focus on enhancing the support experience for First Command’s client base of service members, background in transforming service centers into revenue-generating units at TD Ameritrade
posture: peer CTA: soft type: problem_first
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Subject: Document ops at First Command
Hi Jeff,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading service and support strategy at First Command, I wanted to ask about something that comes up a lot at wealth management firms your size. When your team needs to update a client-facing document, like a portfolio report or a regulatory disclosure, does that change have to go through IT before it goes out?<br><br>At a lot of firms we talk to, the answer is yes. The business side knows what the document needs to say, but the only people who can actually touch the template are developers. So a one-line compliance update turns into a ticket, a queue, and a two-week wait.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=template change delays and business user frustration
Hi Jeff,<br><br>One more thought on the template change piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Getting to that scale without a developer in the loop for every change was a big part of why they moved.<br><br>The pattern I see at firms like First Command is that the compliance or operations team knows exactly what a document needs to say, but the process to get it updated doesn't match the pace they need to move. When you're serving military families who expect accuracy and speed, a two-week document change cycle is a problem.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy tech blocking the client experience roadmap by requiring IT for every portfolio report or statement update
Subject: One last thing, Jeff
Hi Jeff,<br><br>Sent you a couple of notes about document ops at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates including SWIFT reports while significantly reducing document production cycles. · Asset: CSFIN1.PDF
Hey Jeff, glad we're connected here.
Sent you a few emails about the document infrastructure gap that can slow down transformation work, specifically the template change delays that end up frustrating business users. At MHC we help financial services firms get template ownership off IT queues and into the hands of the business side.
HSBC worked through something similar, managing over 100 templates including SWIFT reports, and cut their document production cycles significantly in the process.
If any of this lands, feel free to reach out whenever.
Rodney
Brent Korte
Executive Vice President and Chief Marketing Officer
operations · c_level
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Angle: strategic digital transformation at First Command
Hooks: your recent move to First Command as CMO on April 21st, transitioning from your enterprise digital transformation role at Ameritas, First Command's focus on military families and scaling client-centered experiences under Kellie Richter
posture: peer CTA: soft type: problem_first
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Subject: First Command + document infrastructure
Hi Brent,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CMO at First Command, I wanted to ask about something that comes up a lot during digital transformation efforts at financial services firms your size. As you're modernizing service delivery, is the document layer keeping pace, or is it becoming a bottleneck in the rollout?<br><br>The pattern we see: a company makes a significant technology investment, new platforms, new workflows, and then discovers that client-facing documents like account statements, regulatory disclosures, and portfolio reports are still tied to older systems that require a developer for every change. The modernization stalls at the document layer.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking modernization roadmap
Hi Brent,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The business side manages changes directly. When a regulatory requirement shifts, the team doesn't wait on IT to update the template.<br><br>Another one worth mentioning: Praemium generates around 3 million reports a year across 35 different report types for tax and performance reporting. At that volume, having the ops team own changes rather than routing through a developer queue makes a real difference in how fast they can move.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates with what your team is working through on the modernization side, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to remove IT dependency
Subject: One more thing, Brent
Hi Brent,<br><br>Sent you a couple of notes about document infrastructure at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point in your modernization work, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Brent, good to be connected. I sent a few emails over the past couple of weeks around the document layer blocking the modernisation roadmap, so you've got some context on what we do at MHC. Short version: we help financial services firms move template ownership to the business side so IT isn't the bottleneck on every customer communication change. Praemium went that route and now handles around 3 million reports without routing changes through a developer queue. If any of this lands, feel free to reach out whenever.
Rodney
Sunday Grace
Executive Vice President and Chief Financial Officer
operations · c_level
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Angle: Celebrating 20 years at First Command and her role in driving forward-looking financial strategy for military families.
Hooks: Recently celebrated 20-year anniversary with First Command, Built the Financial Planning and Analytics function from the ground up since 2005, Publicly advocates for financial literacy and 'ownership mindsets' in service of military families
posture: peer CTA: soft type: problem_first
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Subject: Document systems at First Command
Hi Sunday,<br><br>Rodney here from MHC Automation.<br><br>Congratulations on 20 years at First Command. That's a long view of how the organization has evolved, and I imagine the current technology investment is one of the bigger infrastructure bets you've been part of.<br><br>I wanted to ask about something that comes up at financial services firms going through that kind of modernization. As the client-facing document layer gets more complex, does your team still rely on IT to make changes to statements, disclosures, or other client communications? Or has that been brought closer to the business side?<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your financial strategy and what actually gets out the door to clients. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: General legacy pain (IT ticket for every change) - focusing on how rigid document systems block financial strategy agility.
Hi Sunday,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. At that volume and complexity, the reason it works is that the business teams making compliance or format changes don't have to route everything through a developer. The change happens the same day.<br><br>For a firm like First Command, where client communications carry real regulatory weight and have to reflect the specific circumstances of military families, that kind of flexibility matters. When a disclosure requirement shifts or a new benefit explanation needs to go out, the compliance or ops team handles it directly instead of queuing behind IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service - reframing document agility as a financial enabler to reduce IT dependency and speed up strategic transformation.
Subject: One last thing, Sunday
Hi Sunday,<br><br>Sent you a couple of notes about document infrastructure at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition or CCM processes become too much of a friction as the modernization program moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) or Praemium (~3M reports) - showcasing scalability for complex reports and statements. · Asset: CSFIN1.PDF
Good to be connected, Sunday.
Sent you a few emails about the document infrastructure piece at First Command, specifically how rigid systems create an IT ticket for every change and slow down how fast the business can move. Didn't want to just leave it in the inbox.
At MHC we help financial services firms get template ownership off the developer queue and onto the business side. Praemium is running around 3 million reports through it now, which gives you a sense of the scale it handles.
If any of this lands, feel free to reach out whenever.
Rodney
Kellie Richter
Executive Vice President, Chief Operating Officer
operations · c_level
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Angle: enterprise-wide client experience focus and operational scaling
Hooks: your recent transition from CMO to COO focused on scaling client experience across the enterprise, First Command's ongoing expansion of the Fort Worth office and the team's 'One Team, One Mission' hybrid work culture, the strategic goal of providing cohesive financial coaching across all life stages, including complex document touchpoints like portfolio reports and 1099s
posture: peer CTA: soft type: problem_first
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Subject: Document ops at First Command
Hi Kellie,<br><br>Rodney here from MHC Automation.<br><br>Given your role as COO at First Command, I wanted to ask about something we see come up a lot at financial services firms going through the kind of tech investment you're making. When your team needs to update a client-facing document, does that still require an IT ticket and a wait, or has that been solved?<br><br>The reason I ask: a lot of ops leaders we talk to are modernizing the front end of their service delivery but find the document layer is still locked behind developers. Account statements, regulatory disclosures, client communications. A change that should take an hour takes a week because only one person knows the system.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency as you scale client experience. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Kellie,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their operations team manages template changes directly now, without routing every update through a developer.<br><br>For a firm like First Command, where client communications carry real weight with military families, that kind of agility matters. When a regulatory disclosure has to change, or a client letter needs to reflect a new program, the compliance or ops team makes the change the same day. It doesn't wait in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kellie
Hi Kellie,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you scale, feel free to reach out.
Proof: HSBC managed 100-200 templates including SWIFT communications with improved operational agility · Asset: CSFIN1.PDF
Kellie, appreciate you connecting.
Sent you a few notes recently about the IT ticket bottleneck on template changes, so figured I'd reach out here too. At MHC we help financial services firms move template ownership to the business side so changes don't sit in a developer queue. HSBC got there with 100-200 templates including SWIFT communications and came out with meaningfully better operational agility on the other side.
Happy to reconnect here if the timing ever works.
Rodney
Michael McGurk
Senior Vice President and Director of Advisor Operations, Northeast Division
operations · vp
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Angle: enterprise transformation and advisor efficiency
Hooks: Directing advisor operations for the Northeast Division while managing an enterprise transformation wave focused on client experience., Overseeing a $19M budget focused on software and operational innovation to support 175+ global offices., Experience as a former U.S. Army officer, aligning with First Command's mission of coaching military families.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at First Command
Hi Michael,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing advisor operations at First Command, I wanted to ask about something we see come up often at wealth management firms going through big technology investments. When advisors need client-facing documents updated, does that still require an IT ticket and a wait, or has your team found a way to hand that off to the business side?<br><br>The reason I ask: firms modernizing their service delivery tend to hit a wall at the document layer. The core systems get upgraded, but the templates for account statements, regulatory disclosures, client correspondence, those stay locked in platforms only a developer can touch. Advisors end up waiting days or weeks for changes that should take hours.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help get the document layer moving at the same pace as the rest of your modernization work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Michael,<br><br>Following up on what I sent about the document bottleneck piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now. The wait for IT stops being part of the process.<br><br>With First Command scaling its technology investment and expanding the advisory board, I'd imagine there's pressure to make sure advisor-facing and client-facing documents keep up. Regulatory disclosures, account statements, client correspondence, those tend to be the last thing to modernize and the first thing to cause friction when something changes.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michael
Hi Michael,<br><br>Sent you a couple of notes about the document ops piece at First Command. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the modernization work continues, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Hey Michael, glad to have you in my network.
Sent you a few notes recently about the legacy document platform piece, so I won't rehash all of that. At MHC we help financial services firms get template ownership out of IT queues and into the business. HSBC moved about 150 templates through that model and cut their change cycle down significantly.
Running advisor operations at that scale, the document layer tends to create friction in places that aren't always visible until something time-sensitive breaks.
Worth a quick conversation to see if any of this is relevant?
Rodney
TIAA
tiaa.org
· fintech_financial_services
· New York, US
Financial services organization providing retirement plans and investment solutions for nonprofit institutions and their employees.
LinkedIn profiles and technology tracking data (ZoomInfo) indicate active usage of OpenText Exstream for high-volume customer communications and historical/current integration of Oracle Documaker for form development.
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
PHP
HG Insights
Strategic Initiatives
- Expanding TIAA Ventures to invest in retirement-focused fintech and disruptive savings solutions., Integration of TIAA Traditional annuity as a default within qualified default target-date glidepaths.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management & Life Insurance
Awareness: stage_2
Scale: large — individual customers 4,700,000
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements, policy contracts, beneficiary notices, annual statements, premium notices
Best proof: T1_named: HSBC (100-200 trade templates, SWIFT); Praemium (3M reports/year).
Live Signals (leadership, M&A, events)
- Leadership Change: Oleg Aspis transitioned from Managing Director (Office of CDO) at TIAA to Fidelity in late 2023; TIAA continues to focus on Unified
- Hiring: Currently hiring for Print Production/Transactional Communications roles focused on enterprise document delivery.
Contacts (10)
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Vaibhav Bhanot
EVP and Chief Information Officer, Wealth Management & Advice Solutions
engineering · c_level
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Angle: strategic_alignment_architecture
Hooks: your recent appointment as CIO for Wealth Management & Advice Solutions, expertise in Enterprise Architecture and aligning business-IT for success as detailed in your book, TIAA's current push for specialized Print Production and Transactional Communications talent
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at TIAA
Hi Vaibhav,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology for Wealth Management and Advice Solutions at TIAA, I wanted to ask about something that comes up often at organizations your size. Is document template management still sitting on your developers' plates, pulling them away from the higher-priority architecture work?<br><br>At mega-scale financial services firms, the document layer tends to accumulate quietly. Client statements, regulatory disclosures, account correspondence, all built on older composition tools or in-house scripts. Every change, no matter how minor, routes through an engineer who knows the system. That backlog grows while your modernization roadmap is waiting.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free your engineering teams from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: it_architecture -> technical debt: architecture simplification and developer scarcity
Hi Vaibhav,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>Two examples that might be relevant at TIAA's scale. HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. Both moved template ownership to their business and compliance teams, so developers stopped being the bottleneck for every change.<br><br>That matters especially when a regulatory disclosure update has to propagate across millions of client accounts fast. On most legacy systems, that's an engineering project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping the approval workflows and controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: platform_evaluation -> legacy architecture blocking the digital transformation roadmap
Subject: One last thing, Vaibhav
Hi Vaibhav,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and Praemium (3M+ reports) · Asset: CSFIN1.PDF
Vaibhav, good to be connected.
Sent you a few emails about the developer scarcity and architecture simplification piece, so I won't rehash all of that here. At MHC we help firms like TIAA move document template ownership to the business side and off the IT queue entirely. Praemium runs 3M+ client reports through the platform, and HSBC consolidated a significant template library after moving off their legacy stack. Given your architecture scope at Wealth Management and Advice Solutions, figured it was worth a different channel.
Happy to reconnect here if the timing ever works.
Rodney
Rosa Tang Stotesbury
Managing Director, Enterprise AI Transformation Program Lead
operations · vp
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Angle: AI modernization blocking legacy outputs
Hooks: Current leadership of TIAA's end-to-end AI transformation scaling program, Past experience at Accenture leading initiatives focused on cardmember statements, Background in operationalizing 'Single Source of Truth' data assets to accelerate business consumption
posture: peer CTA: soft type: problem_first
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Subject: AI roadmap + document layer, TIAA
Hello Rosa,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading AI transformation at TIAA, I wanted to ask about something that comes up a lot in conversations like this. When your team is pushing AI-driven workflows forward, is the document layer one of those things that keeps surfacing as a blocker?<br><br>What I usually hear is that the AI roadmap is moving fast but every client-facing template change still requires an IT ticket, a developer, and a wait. Account statements, disclosures, retirement summaries, whatever the doc type, it becomes a speed problem at exactly the wrong time.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Digital Transformation (DT) teams face a modernization gap where legacy document engines block the AI roadmap because every template change requires an IT ticket.
Hello Rosa,<br><br>One more thought on the document layer piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. What made it work was that the business side could manage template changes directly, without routing every update through a developer.<br><br>ING in Poland manages around 600 templates the same way, mostly for regulatory compliance and accessibility. At that volume, handing off template ownership to the people who know what the document should say is what keeps the process from becoming a bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>At TIAA's scale, with millions of account holders across retirement and annuity products, that kind of agility matters especially when a regulatory or disclosure change has to propagate across the full template library fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let document composition remain a legacy bottleneck; evaluate self-service alternatives that empower business users to update communications without developer scarcity ($150K+ per dev) slowing down AI-driven outcomes.
Subject: One last thing for TIAA
Hello Rosa,<br><br>Sent you a couple of notes about the document layer at TIAA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction in the AI work, feel free to reach out.
Proof: MHC helped HSBC modernize 100-200 complex SWIFT templates, while FinServ peers like ING Poland manage ~600 templates with business-user agility. · Asset: CSFIN1.PDF
Hey Rosa, glad we connected here.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the way legacy template engines can sit right in the path of an AI roadmap when every change still routes through an IT ticket.
At MHC we help FinServ firms move that template ownership to the business side. HSBC used that approach to modernise over 100 complex SWIFT templates, and peers like ING Poland now run around 600 templates without developer dependency.
Happy to reconnect here if the timing ever works.
Rodney
Geeta Pyne
Senior Managing Director and Chief Architect
engineering · vp
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Angle: enterprise tech debt rationalization via AI
Hooks: Recognized as a Top Global Chief Enterprise Architect (Jan 2025) and recipient of the AI100 award., Led the rationalization of 3,000+ fragmented products at TIAA using orchestrated AI prompts., Pioneered 'Agentic Architecture' at TIAA to bridge the gap between business strategy and execution.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at TIAA
Hi Geeta,<br><br>Rodney here from MHC Automation.<br><br>Given your role as Chief Architect at TIAA, I wanted to ask about something that comes up a lot at financial services organizations your size. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side?<br><br>At mega-scale operations, the problem tends to compound. Client-facing documents pull from core systems, wealth platforms, and compliance tooling all at once. When a regulatory disclosure needs updating, it becomes an IT project instead of a compliance task. With millions of participants across TIAA's retirement and annuity books, a single template change can have a long tail.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architecture dependency around document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: platform_evaluation
Hi Geeta,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. That kind of volume, across that many document types, used to require developer involvement for every change cycle.<br><br>By moving template ownership to the business and compliance teams, the wait disappears. A disclosure update or regulatory change gets handled the same day, not after an IT ticket works its way through the queue. At TIAA's scale, with retirement statements, regulatory disclosures, and account communications going out to millions of participants, that kind of speed matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Geeta
Hi Geeta,<br><br>Sent you a couple of notes about document infrastructure at TIAA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates with SWIFT integration using MHC, similar to TIAA's high-scale financial reporting needs. · Asset: CSFIN1.PDF
Geeta, good to be connected.
Sent you a few notes over email about the CCM evaluation piece I mentioned, so I won't retread that ground here. At MHC we help financial services firms move template ownership to the business side and off IT queues. HSBC ran 100 to 200 templates through us with SWIFT integration in place, which gives you a sense of where we operate at scale.
Given your architecture remit at TIAA, figured a different channel was worth a shot.
Worth a quick conversation to see if any of this is relevant?
Rodney
Jessica Austin Barker
Chief Digital & Client Experience Officer
operations · c_level
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Angle: strategic shift from mission-obsession to customer-obsession
Hooks: Mention of her recent focus on the 'Client FRWD' initiative to build empathy through client storytelling, Reference to her '10x thinking' philosophy and the 'What if?' approach to CX innovation, Acknowledging her goal of bridging digital self-service with human touch for complex retirement decisions
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer keeping up at TIAA?
Hi Jessica,<br><br>Rodney here from MHC Automation.<br><br>I'm reaching out because we work with financial services organizations going through the kind of customer experience transformation you've been leading at TIAA. Given your role as Chief Digital and Client Experience Officer, I wanted to ask about something that comes up a lot at organizations your size.<br><br>When your team wants to update a client-facing document, like a retirement account statement, a disclosure, or a personalized engagement letter, does that still require an IT ticket? At most organizations running older document infrastructure, the answer is yes, and it creates a real drag on digital-first goals.<br><br>With 1.3 trillion in assets under management and a customer-obsession mandate, the gap between what your experience team wants to deliver and how long it takes to change a template matters a lot.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on client communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The tension between your 'customer obsession' goals and legacy technology that requires an IT ticket for every simple document template change, slowing down digital-first experiences.
Hi Jessica,<br><br>Following up on what I sent about the document layer piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Before the switch, their IT team was the bottleneck for every template change. After, the business side handles updates directly and IT stops being the bottleneck for routine document work.<br><br>For an organization like TIAA, where personalized retirement engagement has to scale across millions of participants, that kind of speed matters. A regulatory disclosure update, a new plan communication, a personalized retirement readiness letter: changes like those happen the same day on MHC NorthStar CCM instead of waiting in a queue.<br><br>That's what separates it from older document platforms. Compliance and communications teams make changes within rules IT sets, without needing a developer in the room.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: True digital transformation in financial services is often blocked by CCM platforms that act as legacy liabilities; a modernized platform should empower business users to own client communications without developer scarcity bottlenecks.
Subject: One last thing, Jessica
Hi Jessica,<br><br>Sent you a couple of notes about the document infrastructure piece at TIAA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=HSBC managed 100-200 complex templates and SWIFT communications while reducing IT dependency, similar to TIAA's need to scale personalized retirement engagement across 1.3 trillion in assets. · Asset: CSFIN1.PDF
Appreciate you connecting, Jessica.
Sent you a few notes recently about the document infrastructure gap that can slow down digital-first experience work, specifically when every template change routes through an IT queue instead of sitting with the business team.
At MHC we help financial services firms move that ownership to the business side. HSBC used that approach to manage hundreds of complex templates and SWIFT communications while cutting IT dependency significantly.
Given the scale of personalized communications at TIAA, figured it might be worth a look. If any of this lands, feel free to reach out whenever.
Rodney
Sastry Durvasula
Senior Executive Vice President, Chief Operating, Information and Digital Officer
engineering · c_level
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Angle: enterprise transformation and AI-powered modern legacy
Hooks: Recognition for Project TETRIS (Cloud/Digital/AI transformation) and the 2026 CIO 100 Award., Focus on 'People + People + People' philosophy in transforming century-old institutions., Recent emphasis on reducing technical debt while future-proofing retirement and wealth management platforms.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: TIAA document ops question
Hello Sastry,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing operations, technology, and digital transformation at TIAA, I wanted to ask about something that comes up a lot at financial services organizations your size. Is your team still routing document template changes through developers every time something needs to update?<br><br>At mega-scale, that dependency gets expensive fast. Account statements, regulatory disclosures, retirement plan communications, these documents pull from multiple systems. When a compliance requirement shifts or a product like TIAA Traditional gets repositioned, someone has to find the right developer, open a ticket, and wait. With millions of participants, that wait has real consequences.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hello Sastry,<br><br>One more thought on the document dependency piece I mentioned.<br><br>We recently helped Praemium generate around 3 million reports a year across 35 different report types for tax and performance reporting. The business side manages template changes directly now, without routing every update through IT.<br><br>That matters especially at TIAA's volume. When a disclosure requirement changes across retirement plan statements or annuity communications, the people who know what the document should say can make the change the same day. No ticket, no wait, no developer as the bottleneck. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: one last thing, Sastry
Hello Sastry,<br><br>Sent you a couple of notes about document infrastructure at TIAA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates and BCBS/Humana communications while reducing delivery times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Sastry, good to be connected.
I sent a few emails over the past few weeks about the IT ticket bottleneck on template changes, so you have some context on what we do. At MHC we help financial services firms move template ownership to the business side and off the developer queue.
One thing that tends to resonate: Optum brought 200+ templates in-house and cut delivery times from two and a half weeks to two days without adding headcount.
If any of this lands, feel free to reach out whenever.
Rodney
Jeff Vautier
Senior Director, Communications Consultant
operations · director
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Angle: strategic_modernization
Hooks: Leading Higher Education Communications Consulting teams across Mid-Atlantic and South Central regions, Focus on evolving and modernizing the Communications Consultant role to drive retirement readiness, Background managing key third-party vendor relationships for financial wellness platforms
posture: peer CTA: soft type: problem_first
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Subject: Document changes at TIAA
Hello Jeff,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading communications at TIAA, I wanted to ask about something we see come up a lot at financial services organizations your size. When your team needs to update client-facing documents, statements, disclosures, or regulatory notices, does that still require going through IT and waiting on a developer?<br><br>At mega-scale, that dependency gets expensive fast. A compliance change that should take a day turns into a ticket queue. Your communications team knows exactly what the document should say, but they can't touch the template without involving engineering.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team move faster on document changes without adding IT work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency for every template change
Hello Jeff,<br><br>Following up on what I sent about the IT dependency piece.<br><br>We recently helped HSBC manage 100 to 200 trade document templates, letters of credit, guarantees, SWIFT messages, all running through a single workflow their business team can update directly. ING Bank in Poland runs around 600 templates for accessibility and regulatory compliance the same way. And Praemium generates about 3 million reports a year across 35 report types for tax and performance reporting without developer involvement on each change.<br><br>The pattern across all three: once the business side can make template changes directly, the wait disappears. For a communications team at TIAA's scale, that matters especially when a regulatory disclosure change has to propagate across millions of client accounts fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jeff
Hello Jeff,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Jeff, glad we're connected here.
Sent you a few notes over email about the IT dependency on template changes. At MHC we help FinServ teams move that ownership to the business side so updates don't sit in a developer queue. ING Poland made that shift across around 600 templates, which gives a sense of the scale it works at.
Not sure if the timing is right on your end, but worth a quick conversation to see if any of this is relevant?
Rodney
Tom Verutes
EVP and Chief Technology Officer
engineering · c_level
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📋 CSFIN1.PDF
Angle: Project TETRIS Success
Hooks: Recognition of Project TETRIS as a 2026 CIO 100 Award winner for cloud and digital transformation, Your focus on 'bold architecture decisions' to drive business outcomes for TIAA's 5M+ participants, TIAA's recent focus on scaling transactional communications and print production efficiency [1.1]
posture: peer CTA: soft type: problem_first
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Subject: Document layer at TIAA
Hi Tom,<br><br>Rodney here from MHC Automation.<br><br>I work with CTOs at large financial services organizations and wanted to ask about something that comes up pretty often at companies your size. With a tech stack built around JavaScript and PHP, I was curious whether the document generation layer has become one of those things that's hard to modernize without touching everything else.<br><br>At scale, that tends to mean client-facing documents like account statements, regulatory disclosures, and retirement communications are still tied to brittle build processes. A change to a disclosure template becomes an engineering project, not a compliance task.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the engineering lift around document change cycles at TIAA. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: architecture_lock_in_risk
Hi Tom,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: HSBC runs between 100 and 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. That's a high-compliance, high-volume environment where a template error has real downstream consequences.<br><br>What made the difference for them was getting the document change path out of engineering. Their compliance and operations teams handle updates directly now, with approval workflows built in. IT stops being the bottleneck every time a disclosure or confirmation template needs to change.<br><br>For an organization like TIAA, where retirement communications and annuity disclosures go out to millions of participants, that kind of flexibility matters. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Tom
Hi Tom,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point on the modernization side, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Hey Tom, appreciate you connecting.
I sent a few emails over the past couple of weeks touching on the architecture lock-in risk that comes with legacy document platforms. At MHC we help financial services firms move template ownership off IT queues so the business side can manage changes directly. HSBC worked through something similar, migrating over a hundred SWIFT templates without the usual IT bottleneck.
Not sure if the timing is right at TIAA, but figured LinkedIn was worth a shot after the emails went quiet.
If any of this lands, feel free to reach out whenever.
Rodney
Aaron Knode
Senior Director, Communication Engagement Services
operations · director
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Angle: strategic focus on retirement client touchpoints
Hooks: Current focus on 'Communication Engagement Services' at TIAA, 14+ year history managing client touchpoints like enrollment materials and targeted mailings, Recent TIAA hiring signals for Print Production and Transactional Communications roles
posture: peer CTA: soft type: problem_first
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Subject: Document ops at TIAA
Hi Aaron,<br><br>Rodney here from MHC Automation.<br><br>Given your role running communication engagement services at TIAA, I wanted to ask about something we see come up a lot at large financial services organizations. With millions of retirement plan participants across academic, medical, and government sectors, I was curious how your team manages changes to participant-facing documents when each segment has its own communication requirements.<br><br>The pattern we usually hear: every template update has to go through a developer, even when the change is a disclosure tweak or a regulatory notice. The people who know what the document should say are waiting on a ticket queue instead of just making the change.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a chat and see how we can help reduce that dependency on IT for day-to-day document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: no_vendor
Hi Aaron,<br><br>Following up on what I sent about document change cycles at TIAA.<br><br>We worked with HSBC to bring 100 to 200 trade document templates onto MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on the same platform.<br><br>What made the difference in both cases was that compliance and operations teams could make template changes directly, without routing every update through a developer. At your volume, with millions of retirement plan participants across different institutional sectors, a single required disclosure change can mean a lot of documents that have to go out fast and accurately.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business_user_self_service
Subject: One last thing, Aaron
Hi Aaron,<br><br>Sent you a couple of notes about document infrastructure at TIAA. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Hey Aaron, appreciate you connecting.
Sent you a few emails recently about the document operations side of things at TIAA. At MHC we help financial services firms get template ownership off IT and onto the business side, which tends to matter a lot when you're managing communications at scale without a dedicated vendor in place.
ING Poland moved around 600 templates onto our platform and got business teams handling changes directly. HSBC did something similar across a smaller set tied to their SWIFT communications.
If any of this lands, feel free to reach out whenever.
Rodney
Tamara Namaste
Managing Director, Global Head of Web Marketing and Strategic Integration
operations · vp
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📋 GUC3E41.PDF
Angle: strategic digital transformation lead focused on TIAA's AI transformation roadmap and omnichannel customer engagement
Hooks: Your leadership in steering the 10-year digital evolution at TIAA, specifically the recent pivot toward AI-enabled journey orchestration., Ownership of the corporate website ecosystem and the scale of directing a 70-person team across 20+ countries., The recent hiring surge for Print Production/Transactional Communications roles, which aligns with your focus on strategic integration across channels.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: The tension between legacy document platforms and the 'AI-ready' digital transformation roadmap you are currently championing at TIAA.
—
Reframe: Reframing CCM from a back-office print function to a front-end customer experience driver that should match the agility of your web properties.
Subject: —
—
Proof: T1=Optum (200+ templates, BCBS/Humana) | HSBC (SWIFT integration for 100-200 templates). · Asset: GUC3E41.PDF
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Christopher Martin
Communications Operations Lead
operations · manager
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📋 CSFIN1.PDF
Angle: internal communications and template migration expertise
Hooks: your role as Communications Operations Lead at Nuveen, previous work facilitating SharePoint Online migrations and managing enterprise communication channels, experience reviewing and optimizing template libraries to ensure regulatory compliance
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency bottleneck for template changes and the friction of migrating legacy communications to modern channels
—
Reframe: business-user self-service to eliminate the wait for Microsoft development teams when updating transactional content
Subject: —
—
Proof: HSBC managed 100-200 complex templates and SWIFT communications while reducing IT reliance · Asset: CSFIN1.PDF
—
Mariner Finance
marinerfinance.com
· fintech_financial_services
· Nottingham, US
Consumer finance company providing personalized personal, auto, and home improvement loans through a multichannel branch network.
No legacy vendor (Documaker, PlanetPress, Elixir) detected. Evidence points to Lanvera as the primary CCM service provider, supported by internal 'Print Production' staffing and external industry news linking Mariner to Lanvera services.
Tier 3 score 48
Rodney
1001_5000 employees · 250m_1b
Technology & Competitors
CCM (Customer Communications Management)
HG Insights
Salesforce
HG Insights
Strategic Initiatives
- Digital transformation to scale customer acquisition beyond traditional branch and mail channels, Expansion of securitization programs for consumer loan receivables via MFIT trust structures
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Consumer Lending
Awareness: stage_2
Scale: mid — active customers 727,000
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections
Best proof: T1_named: HSBC (100-200 trade templates, SWIFT); Praemium (3M reports/year).
Live Signals (leadership, M&A, events)
- expansion: Mariner Finance expanded into a new 80
- 000-square-foot headquarters in Baltimore County to support national growth.
- legal/compliance: Pennsylvania and other states filed complaints regarding consumer protection law violations and credit insurance practices.
- strategic_partnership: Partnered with Southwestern Home Product Co. for financing solutions.
Contacts (10)
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William Bartholomay
Senior VP, Marketing
operations · vp
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Angle: strategic growth and consumer protection compliance
Hooks: your leadership during Mariner Finance’s recent move to the 80,000 sq ft HQ in Baltimore, the ongoing focus on consumer protection transparency (Reg B/KYC) following state-level regulatory scrutiny, Financing partnerships like the one with Southwestern Home Product Co. scaling loan volume
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Mariner Finance
Hi William,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading marketing at Mariner Finance, I wanted to ask about something that comes up a lot at consumer lending companies your size. When you're pushing to scale customer acquisition beyond branch and mail, does the document production layer keep up, or does every new communication require going back to IT to update templates?<br><br>With your member base, that kind of bottleneck shows up fast. Loan disclosures, adverse action notices, account statements, regulatory correspondence, all of it tied to legacy systems that only a developer can touch. A compliance update or a new product communication becomes a ticket in a queue instead of something your marketing or ops team can just handle.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on customer communications without creating IT dependencies. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi William,<br><br>Following up on what I sent about the document production bottleneck.<br><br>One example worth sharing: Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. That volume only works because their business team manages templates directly. Changes happen the same day without IT involvement.<br><br>For a consumer lender scaling acquisition and securitization programs, that kind of speed matters. When a regulatory disclosure changes or a new loan product needs communications built out, your compliance and marketing teams should be able to make that update without waiting on a developer who knows the system.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, William
Hi William,<br><br>Sent you a couple of notes about document infrastructure at Mariner Finance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey William, appreciate you connecting.
I sent a few emails recently about the legacy document platform piece, so I won't rehash all of that here. At MHC we help financial services firms move template ownership to the business side without the IT roundtrip. One thing that comes up a lot at that scale: Praemium was generating around 3 million reports through MHC after moving off their legacy setup, and the business team owned the whole thing.
Given you're on the digital transformation side at Mariner, figured a different channel might land better than another email.
If any of this lands, feel free to reach out whenever.
Rodney
Glenn Daughaday
Senior Vice President and CTO
engineering · c_level
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Angle: strategic technical leadership amidst expansion and compliance pressure
Hooks: your role leading the technical roadmap as Mariner Finance scales into the new 80,000 sq ft Baltimore HQ, navigating the increasing regulatory disclosure requirements (Reg B/KYC) following recent state-level consumer protection inquiries, balancing custom reporting needs with the core lending document architecture
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at Mariner Finance
Hi Glenn,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CTO at Mariner Finance, I wanted to ask about something that comes up a lot with lending companies your size. When a change-in-terms notice or disclosure update needs to go out, does that still require a developer ticket and a wait, or has your team found a way to hand that off to the business side?<br><br>From what I see at companies scaling the way Mariner is, document changes tend to stay on the engineering backlog longer than anyone wants. Loan agreements, adverse action notices, account statements, regulatory disclosures — any update to the language or format requires someone who knows the system. At your member base size, that's a real bottleneck when a compliance deadline hits.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your engineering team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT architecture is often the bottleneck for regulatory document updates, where every change-in-terms or disclosure update requires a developer ticket and a shrinking pool of $150K+ talent.
Hi Glenn,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages, all while maintaining strict compliance across multiple regions. The thing that made it work was removing the developer from the day-to-day change path. Their compliance team handles template updates directly, with approval workflows built in. Changes that used to sit in a queue go out the same day.<br><br>For a lending operation like Mariner, that matters especially when a regulatory change has to propagate across loan disclosure packages, change-in-terms notices, and account statements at scale. Right now that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it decouples document logic from your core code so your engineering team stops being the bottleneck for compliance updates.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy document systems create a 'technical debt' tax on your DT roadmap—modernizing CCM isn't just about print, it's about decoupling document logic from core code to free up your engineering team.
Subject: One last thing, Glenn
Hi Glenn,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting while maintaining strict compliance across multiple regions. · Asset: CUSTOM1.PDF
Good to be connected, Glenn.
Sent you a few notes over email about the developer ticket bottleneck on regulatory document updates. Didn't want to assume you saw them, so figured LinkedIn was worth a shot.
At MHC we help financial services firms move template ownership off the IT queue so compliance and ops teams can push disclosure updates and change-in-terms notices without touching a developer. HSBC ran 100-200 complex templates across multiple regions, including SWIFT reporting, while keeping compliance intact.
If any of this lands, feel free to reach out whenever.
Rodney
Brent Nau
Senior Vice President of Compliance
operations · vp
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📋 CSFIN1.PDF
Angle: Brent's leadership during Mariner's headquarters expansion and his focus on navigating multi-state consumer protection compliance (Reg B/KYC).
Hooks: Headquarters expansion to 80,000 sq ft in Baltimore, Compliance leadership amidst PA and multi-state consumer protection inquiries, Focus on regulatory disclosures and change-in-terms communications
posture: peer CTA: soft type: problem_first
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Subject: Reg B templates and IT wait times
Hi Brent,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading compliance at Mariner Finance, I wanted to ask about something that comes up a lot at consumer lending companies your size. When a Reg B or KYC disclosure needs to update, does that still go through IT, or has your team found a way to own those changes directly?<br><br>The reason I ask: at most lenders operating across multiple states, every template change is a developer project. Adverse action notices, loan agreements, regulatory disclosures. A state-level requirement shifts and the compliance team writes a ticket, waits, reviews, and hopes nothing got lost in translation.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your compliance team move faster on regulatory changes without depending on a developer queue. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The tension between scaling operations at the new HQ and the manual 'IT ticket wait' for every regulatory disclosure or Reg B/KYC template update.
Hi Brent,<br><br>Following up on what I sent about compliance template changes at Mariner.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and regulatory reports. Their compliance and ops teams manage changes to those templates without routing through development.<br><br>For a consumer lender operating across multiple states, that kind of setup matters. When a state updates its adverse action notice requirements or Reg B language shifts, the change happens the same day, not at the end of a sprint. The people who know what the disclosure needs to say are the ones updating it, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframing CCM as a risk-mitigation tool rather than just a print engine—enabling compliance teams to own the business logic without developer scarcity bottlenecks.
Subject: One last thing, Brent
Hi Brent,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC manages 100-200 complex templates including SWIFT and regulatory reports with rapid agility. · Asset: CSFIN1.PDF
Brent, good to be connected. I sent a few emails about the template change bottleneck on regulatory disclosures and Reg B updates, so you have some context on where we play. At MHC we help financial services firms get that work off the IT queue and into the hands of the compliance side directly.
HSBC runs 100-200 complex templates, including regulatory reports, with the kind of turnaround speed that most teams on a ticket queue can't match.
If any of this lands, feel free to reach out whenever.
Rodney
Alan Noel
Vice President of Operations
operations · vp
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📋 CSFIN1.PDF
Angle: growth and compliance tension
Hooks: Transition to Mariner Finance as VP of Operations in late 2024 during a period of rapid HQ expansion in Baltimore., Exposure to complex loan documentation from prior RVP role at Republic Finance., Heightened regulatory scrutiny following multi-state consumer protection complaints necessitating bulletproof disclosures (Reg B/AML).
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Mariner Finance
Hi Alan,<br><br>Rodney here from MHC Automation.<br><br>Given your role in operations at Mariner Finance, I wanted to ask about something we see come up a lot at consumer lending companies your size. When a regulatory disclosure changes or a loan package template needs updating, how many people and how many days does that actually take right now?<br><br>At 480+ branches, that's not a small problem. One template change has to propagate across a lot of loan officers, a lot of states, and a lot of documents. If the process still runs through IT, the compliance team is probably waiting longer than they should be.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between a compliance requirement and the document actually changing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Operational friction in document change cycles during HQ expansion, where manual legacy processes create bottlenecks for loan packages and regulatory disclosures.
Hi Alan,<br><br>Following up on what I sent about the document change cycle at Mariner Finance.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and high-volume SWIFT messages. The compliance and operations teams manage template changes directly, without routing every update through a developer.<br><br>For a lender with your branch footprint, that matters most when a Reg B notice or adverse action letter has to be updated across states at the same time. The people who know what the document needs to say can make the change the same day, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframing CCM not just as a mailing tool, but as a strategic layer to de-risk compliance (Reg B/KYC) and empower business users to update templates without waiting on IT tickets.
Subject: One last thing, Alan
Hi Alan,<br><br>Sent you a couple of notes about document operations at Mariner Finance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC manages 100-200 complex templates with high-volume SWIFT reports, mirroring the scale and regulatory rigivity required for Mariner's 480+ branch network. · Asset: CSFIN1.PDF
Good to be connected, Alan.
Sent you a few emails about the document change bottlenecks that come with scaling branch operations and keeping loan packages and regulatory disclosures current across that many locations. At MHC we help financial services teams get template updates off the developer queue and into the hands of the business side directly.
HSBC runs 100-200 complex templates including high-volume regulatory documents through that model, which isn't far from what a 480-branch network demands on the compliance side.
Happy to reconnect here if the timing ever works.
Rodney
Andrew Lemkuil
SVP, Customer Digital Services
engineering · vp
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📋 CSFIN1.PDF
Angle: strategic digital leadership at Mariner Finance following HQ expansion
Hooks: your move to SVP of Customer Digital Services at Mariner last year, experience leading digital strategy at Ameriprise for 16 years, Mariner's recent 80,000-square-foot HQ expansion in Baltimore
posture: peer CTA: medium type: problem_first
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Subject: Document infrastructure at Mariner
Hi Andrew,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital services at Mariner Finance, I wanted to ask about something we see come up a lot at consumer lending companies your size. Is document template maintenance still eating up developer time that should be going to higher-priority work?<br><br>With your member base and the push to scale customer acquisition beyond branch and mail, the document layer tends to become a quiet bottleneck. Loan disclosures, account statements, regulatory notices — when a compliance or ops change hits, it usually turns into an IT ticket that sits in a queue.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the time between a required document change and when it actually ships. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Andrew,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM — letters of credit, guarantees, SWIFT messages. Their compliance and ops teams manage template changes directly, without routing through a developer for every update.<br><br>That matters a lot when a regulatory disclosure requirement changes and the update has to go out across your full loan portfolio fast. At Mariner's scale, a delay in that change cycle isn't just a process problem — it's a risk exposure.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Andrew
Hi Andrew,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Hey Andrew, appreciate you connecting.
I sent a few emails about the legacy document platform piece at Mariner Finance, so you may have seen those come through. At MHC we help financial services firms get template ownership off the IT backlog and onto the business side directly. HSBC moved a couple hundred SWIFT templates through the same process and pulled document ops out of their developer queue entirely.
Not sure if the timing is right on your end, but happy to reconnect here if the timing ever works.
Rodney
Donald Wiegner
CIO, Executive Vice President
engineering · c_level
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📋 CUSTOM1.PDF
Angle: strategic_infrastructure_expansion
Hooks: 80,000-square-foot HQ expansion in Baltimore, management of high-volume loan packages and regulatory disclosures (Reg B/KYC) across 450+ branches, oversight of technology supporting the partnership with Southwestern Home Product Co.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Mariner Finance
Hi Donald,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CIO at Mariner Finance, I wanted to ask about something we see come up a lot at consumer lending companies your size. With your member base and the digital expansion you're working through, is the document production layer keeping up with the rest of your modernization efforts, or is it still dependent on developers to push through template changes?<br><br>At companies scaling beyond branch and mail, that dependency tends to show up in the same way. Loan agreements, disclosure packages, account statements, regulatory notices. Every change is a ticket. Every ticket competes with higher-priority work. The digital roadmap moves, the document layer doesn't.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT developer scarcity and technical debt from legacy systems blocking the digital roadmap at a mid-market scale.
Hi Donald,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both cases came down to the same thing: the business side needed to move faster than developer cycles allowed.<br><br>With Mariner scaling its digital acquisition channels and securitization programs, your compliance and ops teams are probably running into this too. A disclosure change or a state-specific notice requirement comes in, and it's a developer project before it's a document. On MHC NorthStar CCM, the compliance team makes the change directly, with approval workflows built in, so IT stops being the bottleneck on the document side.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reducing IT dependency by enabling business users to manage statement and loan document templates directly.
Subject: One last thing, Donald
Hi Donald,<br><br>Sent you a couple of notes about document infrastructure at Mariner Finance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates including complex SWIFT reporting with MHC, while ING Poland optimized 600+ templates. · Asset: CUSTOM1.PDF
Hey Donald, appreciate you connecting.
Sent you a few notes recently about the developer scarcity and legacy technical debt piece at Mariner's scale. At MHC we help mid-market financial services firms get template ownership off IT queues so your developers can stay focused on the roadmap work that actually matters.
HSBC ran 100-200 templates including complex SWIFT reporting through MHC, and ING Poland optimized over 600. Both shifted that workload off their technical teams entirely.
If any of this lands, feel free to reach out whenever.
Rodney
Carol Truax
Senior Vice President of Servicing Systems
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📋 CSFIN1.PDF
Angle: strategic growth and compliance oversight
Hooks: your oversight of servicing systems at Mariner Finance during the recent HQ expansion in Baltimore, the complexity of managing regulatory disclosures and loan packages across 480+ branches, ensuring document consistency as you scale financing partnerships like the one with Southwestern Home Product Co.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Mariner Finance
Hi Carol,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing servicing systems at Mariner Finance, I wanted to ask about something we run into constantly at consumer lending companies your size. When a regulatory disclosure requirement changes, or a loan servicing notice needs to be updated, does that still require an IT ticket and a wait before anything goes out?<br><br>With your member base, that kind of dependency adds up fast. Compliance teams know exactly what the document needs to say, but they're stuck waiting on a developer who knows the template system. Loan agreements, adverse action notices, payoff statements, billing notices — any of those sitting in a queue while IT works through other priorities is a real operational risk.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your compliance and servicing teams move faster on document changes without routing everything through IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency for template changes in loan servicing and regulatory disclosures.
Hi Carol,<br><br>Following up on what I sent about the IT dependency piece for servicing documents.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Complex, high-stakes documents that have to be accurate and compliant every time. What made it work was getting the business side into the change process directly, so the people who know the compliance requirements are the ones making the updates, within controls IT sets.<br><br>For a company like Mariner, where loan servicing notices and regulatory disclosures can change on short notice, that matters. A state-level disclosure change shouldn't have to wait on a sprint cycle. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate the IT ticket bottleneck for mandatory compliance updates.
Subject: One last thing, Carol
Hi Carol,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT communications with MHC NorthStar. · Asset: CSFIN1.PDF
Hey Carol, glad you connected.
Sent you a few emails about the IT dependency on template changes for loan servicing and regulatory disclosures. Figured LinkedIn might be a better place to follow that thread.
At MHC we help financial services teams move template ownership to the business side, off the developer queue. HSBC used that same approach to get control over 100-200 templates and complex SWIFT communications without routing every change through IT.
Happy to reconnect here if the timing ever works.
Rodney
Tisha Brown
Assistant Vice President - Customer Relations
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📋 CSFIN1.PDF
Angle: strategic growth and compliance oversight
Hooks: Expansion into new 80,000-square-foot Baltimore headquarters, Recent focus on consumer protection compliance in Pennsylvania and other states, Partnership with Southwestern Home Product Co. for financing solutions
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Mariner Finance
Hi Tisha,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing customer relations at Mariner Finance, I wanted to ask about something that comes up a lot at consumer lending companies your size. When a regulatory disclosure needs to change in a loan agreement or customer notice, does that still go through IT before it goes out?<br><br>With your member base and the document volume that comes with consumer lending at scale, even a small queue on template changes can create real exposure. Loan packages, account statements, regulatory disclosures, collection notices — when the compliance team spots an issue, waiting on a developer to update the template is a problem that compounds fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the lag between a compliance change and getting the right document out the door. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: doc_ops
Hi Tisha,<br><br>Following up on what I sent about document template changes and compliance turnaround.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. What made it work for them was getting the business side into the change process directly, without pulling developers into every update cycle.<br><br>For a consumer lender like Mariner, that matters especially when a state disclosure requirement changes and the updated language has to hit loan documents and customer notices fast, across your full borrower base. The compliance team makes the change, it goes through the right approval workflow, and it's out. IT stops being the bottleneck.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Tisha
Hi Tisha,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
Tisha, appreciate the connection. I sent a few emails over the past couple of weeks about the document operations piece, so figured LinkedIn might be a better place to continue the conversation.
At MHC we help financial services companies move template ownership to the business side, away from IT queues. HSBC did this across a couple hundred templates and it's made a real difference in how fast their teams can respond to customers without waiting on a developer.
Happy to reconnect here if the timing ever works.
Rodney
Chris Galanek
Senior Vice President, Enterprise Architecture
engineering · vp
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📋 CSFIN1.PDF
Angle: enterprise_architecture_modernization
Hooks: Experience managing architectural strategy at a mid-market financial institution undergoing HQ expansion in Baltimore., Background in TBM (Technology Business Management) and aligning tech spend with business value., Focus on enterprise architecture and likely managing legacy technical debt within loan origination and servicing systems.
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency bottleneck for template changes in loan packages and disclosures, creating a developer scarcity strain.
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Reframe: Shifting from IT-heavy document composition to business-user self-service to reduce the integration burden on EA.
Subject: —
—
Proof: HSBC managed 100-200 complex SWIFT/statement templates with high-volume output while reducing IT friction. · Asset: CSFIN1.PDF
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Kelly Kemp
Vice President of Servicing Systems
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📋 CSFIN1.PDF
Angle: Alignment of servicing systems with recent HQ expansion and heightened regulatory scrutiny in the consumer finance sector.
Hooks: Experience managing core servicing systems at a mid-market scale during Mariner's 80,000-sq-ft HQ expansion., Focus on maintaining loan package and disclosure integrity amidst recent multi-state consumer protection complaints., Background in streamlining servicing workflows to support strategic partnerships like the one with Southwestern Home Product Co.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Mariner Finance
Hi Kelly,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing servicing systems at Mariner Finance, I wanted to ask about something that comes up a lot at consumer lending companies your size. When a regulatory disclosure requirement changes, or a new loan product needs updated customer-facing documents, does that work go through IT or can your operations team handle it directly?<br><br>At lenders managing high volumes of customer communications, account statements, loan disclosures, payoff letters, and notices all tend to live in systems that only a developer can touch. A compliance change becomes an IT ticket. A new state requirement means a backlog. With your member base and the regulatory environment in consumer finance tightening, that wait tends to hurt.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your servicing team move faster on document changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Kelly,<br><br>Following up on what I sent about document changes and your servicing systems.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. The volume is high and the accuracy requirements are tight. What made it work was getting the business team into the change path so developers weren't the bottleneck on every update.<br><br>That's relevant to consumer lending because the document surface area is large. Loan agreements, adverse action notices, payoff statements, change-in-terms letters. When a state changes its disclosure language, or Mariner rolls out a new product, someone has to update those templates fast. On most legacy CCM setups, that's still a developer project.<br><br>What MHC NorthStar CCM does differently is remove IT from the day-to-day change path without removing the controls. Your compliance or ops team makes the change, within approval workflows IT sets up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Kelly
Hi Kelly,<br><br>Sent you a couple of notes about document operations at Mariner Finance. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates including complex SWIFT reporting with MHC, ensuring high-volume accuracy and compliance. · Asset: CSFIN1.PDF
Hey Kelly, appreciate you connecting.
I sent a few emails over the past few weeks about the legacy document platform piece, so you may have some context on what we do. At MHC we help financial services firms get template ownership off IT and into the hands of business users.
HSBC runs 100 to 200 templates through MHC, including complex SWIFT reporting, and they've kept accuracy and compliance intact at high volume.
Happy to reconnect here if the timing ever works.
Rodney
Blackstone
blackstone.com
· fintech_financial_services
· New York, US
Blackstone is the world's largest alternative asset manager, overseeing more than $1 trillion in assets.
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
Beacon Platform
HG Insights
Microsoft Cloud
HG Insights
Strategic Initiatives
- Expansion of AI-themed digital infrastructure and data center investments via QTS., Growth in private wealth and retail channels through products like BREIT and BCRED.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth & Asset Management
Awareness: stage_2
Scale: mega — Assets Under Management (AUM) $1.3 Trillion
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: HSBC (100-200 trade templates, SWIFT)
Live Signals (leadership, M&A, events)
- financial_growth: Reported Q1 2026 distributable earnings of $1.76 billion
- a 25% increase year-over-year.
- hiring: Hiring Investment Professionals and Data Scientists for AI-driven investment processes.
Contacts (12)
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0 active · 0 🔗
Kunal Joshi
Managing Director
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📋 CSFIN1.PDF
Angle: platform strategy and AI-driven outcomes
Hooks: Experience leading MarTech and data platform strategy at MLB, Previous leadership roles at American Express in risk and information management platforms, Current focus at Blackstone on leveraging AI for transformative portfolio outcomes
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Blackstone
Hi Kunal,<br><br>Rodney here from MHC Automation.<br><br>Given your role at Blackstone, I wanted to ask about something that comes up a lot at firms managing documents at your scale. Does updating client-facing communications across your private wealth products still require going through a developer every time a change needs to happen?<br><br>At a firm like Blackstone, with BREIT and BCRED reaching a growing retail investor base, that kind of bottleneck tends to get expensive fast. Account statements, regulatory disclosures, investor correspondence — when those templates live inside a system only IT can touch, a single compliance update becomes a project instead of a task.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the time between a document change request and the moment it goes out. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Kunal,<br><br>Following up on what I sent about document workflows at Blackstone.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM — letters of credit, guarantees, SWIFT messages. ING Bank in Poland manages around 600 templates to stay current with accessibility and regulatory requirements. In both cases, the business side handles template changes directly. IT stops being the bottleneck, and changes happen the same day instead of sitting in a queue.<br><br>With Blackstone expanding its private wealth channel, the volume of investor-facing documents — statements, disclosures, fund correspondence — only grows. When a regulatory change hits or a product disclosure needs updating, that should be a compliance task, not a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kunal
Hi Kunal,<br><br>Sent you a couple of notes about document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Kunal, good to be connected. I sent a few emails recently about the legacy document platform piece, so you probably have some context on what MHC does. Short version: we help financial services firms move template ownership to the business side and off IT queues.
ING Poland migrated around 600 templates through us, and HSBC worked through a similar transition on the SWIFT side. Both came in with comparable infrastructure debt to what a firm like Blackstone typically carries.
Worth a quick conversation to see if any of this is relevant?
Rodney
Chris Shelton
VP, Middle Office Operations
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Angle: Middle office operational transformation and alternative investment reporting scale.
Hooks: Experience leading Private Bank Alternative Investments product development at Citi, Current focus on Blackstone Middle Office operations in Miami, Managing Q1 2026 distributable earnings growth of 25% and its impact on reporting scale
posture: peer CTA: soft type: problem_first
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Subject: Middle office docs at Blackstone
Hi Chris,<br><br>Rodney here from MHC Automation.<br><br>I work with middle office and operations teams at financial services firms, and given your role at Blackstone I wanted to ask about something that comes up a lot at organizations managing alternative investment reporting at your scale.<br><br>When portfolio reports, trade confirmations, and investor statements are growing alongside AUM, does your team still rely on IT to make template changes? At the volumes Blackstone is running across private equity, real estate, and credit, that kind of backlog adds up fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if there's something worth exploring. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>Rodney<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The 'Middle Office Tax': Manual bottlenecks in portfolio reports and trade confirmations as distributive earnings scale.
Hi Chris,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their ops and compliance teams make changes directly, without routing every update through a developer.<br><br>At Blackstone's scale, across BREIT, BCRED, and your institutional reporting, that kind of flexibility matters. A regulatory disclosure update or a new fund vehicle shouldn't mean a ticket queue and a two-week wait. Your compliance and middle office teams can own those changes with the right controls in place.<br><br>That's what MHC NorthStar CCM does differently: it takes the developer out of the day-to-day change path without removing the oversight.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.<br><br>Rodney
Reframe: Don't let legacy document composition block your AI-driven investment roadmap; shift from IT-dependent templates to business-user self-service.
Subject: One last thing, Chris
Hi Chris,<br><br>Sent you a couple of notes about document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as your reporting volumes grow, feel free to reach out.<br><br>Rodney
Proof: HSBC manages 100-200 complex templates and SWIFT communications with zero-code agility. · Asset: CSFIN1.PDF
Hey Chris, appreciate you connecting.
Sent you a few notes recently about the manual bottleneck on portfolio reports and trade confirmations as distribution scales. At MHC we help firms like Blackstone move that document layer off IT queues so operations teams can own it directly. HSBC runs 100-200 complex templates and SWIFT communications with zero-code changes, which is roughly the kind of lift most middle office teams are trying to avoid routing through a developer.
Worth a quick conversation to see if any of this is relevant?
Rodney
Alyssa Celentano
Vice President, Digital Experience & Product Strategy
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Angle: enterprise digital transformation & client platforms
Hooks: Current lead for client-facing digital experiences at Blackstone, overseeing UX across 45+ internal applications, Previous leadership role at Citi Wealth, driving the launch of the 'Citi Self Invest' brokerage trading platform, Focus on modernizing enterprise CMS ecosystems and scalable design systems for global growth
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Blackstone
Hi Alyssa,<br><br>Rodney here from MHC Automation.<br><br>Given your role in digital experience and product strategy at Blackstone, I wanted to ask about something that comes up a lot at firms managing client communications at your scale. Does the document layer ever show up as a bottleneck when you're trying to move faster on the client experience side?<br><br>What I usually see: the product and experience teams have a clear vision for how client-facing materials should look and feel, but the actual templates are locked inside a platform only a developer can touch. Every change becomes a ticket. That slows down anything tied to investor reporting, regulatory disclosures, or account statements, especially when you're expanding channels like BREIT and BCRED where the volume and variation compounds fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hi Alyssa,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly without waiting on a developer.<br><br>At Blackstone's scale, that matters a lot. When a disclosure requirement shifts or a new product like BCRED needs customized investor-facing materials, the wait disappears. The compliance or ops team makes the change the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Alyssa
Hi Alyssa,<br><br>Sent you a couple of notes about document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Alyssa, good to be connected. I sent a few emails over the past couple of weeks about the document infrastructure gap in the modernisation work, so no need to rehash all that.
At MHC we help financial services firms get template ownership off IT and into the hands of the business. ING Poland moved around 600 templates through that kind of transition without derailing their broader roadmap work.
Figured LinkedIn might be an easier place to have a quick back-and-forth if any of this is relevant to where Blackstone is headed. If any of this lands, feel free to reach out whenever.
Rodney
John Stecher
Chief Technology Officer
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Angle: AI-driven operational modernization and legacy technical debt
Hooks: Mentioned in Business Insider that 'creaky infrastructure' prevents success in any industry, Expertise as an IBM Master Inventor and former CTO at Barclays and Goldman Sachs, Overseeing Blackstone's technology strategy during a period of 25% growth in distributable earnings
posture: peer CTA: soft type: problem_first
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Subject: Document layer and Blackstone's stack
Hi John,<br><br>Rodney here from MHC Automation.<br><br>I work with CTOs at financial services firms and wanted to ask something that comes up a lot at organizations running at Blackstone's scale. With the AI and infrastructure modernization work you're driving, is the document production layer keeping pace, or is it still sitting on older tooling that requires developer cycles for every change?<br><br>The pattern I see: the strategic stack gets modernized, but the document layer, things like investor reports, regulatory disclosures, fund-level statements, stays frozen because touching it requires someone who knows the legacy system. At your volume, that becomes a real constraint.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help free up your engineering team from document template maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT architecture lock-in and the bottleneck of developer scarcity for template changes
Hi John,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The reason they moved was straightforward: their compliance and ops teams needed to make changes without routing every update through a developer who knew the legacy system.<br><br>At Blackstone's volume, across BREIT, BCRED, and your institutional reporting, you're probably managing a significant number of document variants tied to different fund structures, investor tiers, and regulatory jurisdictions. When a disclosure requirement changes, that's a developer project on most legacy systems. On MHC NorthStar CCM, the compliance team makes the change directly, with controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing CCM to remove the 'legacy blocking' your AI-driven digital transformation roadmap
Subject: One last thing, John
Hi John,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you push the modernization agenda forward, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT reporting with MHC, similar to Blackstone's mega-scale reporting needs · Asset: CSFIN1.PDF
Hey John, glad to have you in my network.
Sent you a few emails about the developer scarcity piece and template changes sitting in IT queues. Figured LinkedIn might be a better place to pick that up.
At MHC we help firms like Blackstone move template ownership to the business side without routing every change through an architect or developer. HSBC runs 100-200 templates and complex SWIFT reporting through MHC at scale, which is roughly the complexity level I had in mind when I reached out.
Happy to reconnect here if the timing ever works.
Rodney
John Fitzpatrick
Senior Managing Director & CTO, Alternative Asset Management Technology
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Angle: internal_innovation_milestones
Hooks: Spearheaded the development of Real Estate Data Direct (REDD) to centralize siloed property data., Focuses on democratizing data to empower dealmakers across Blackstone's Real Estate and Private Equity businesses., Publicly noted that investing is fundamentally about 'pattern recognition' starting with clean data.
posture: peer CTA: soft type: problem_first
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Subject: Document layer at Blackstone
Hello John,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology across alternative asset management at Blackstone, I wanted to ask about something we see come up a lot at firms your size. Is your team still relying on developers to manage and update client-facing document templates, things like account statements, regulatory disclosures, investor reports, and trade confirmations?<br><br>At firms running serious document volume across private wealth, institutional, and credit channels, that dependency tends to create a slow lane. A compliance change or a new disclosure requirement becomes a developer project, even when the person who knows what the document should say is sitting in the business.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the engineering burden around document production at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hello John,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their team handles that volume without routing every template change through an engineering queue.<br><br>The reason it works is that the compliance and ops teams handle changes directly, with approval workflows built in. When a regulatory disclosure has to go out fast across thousands of counterparties, the wait disappears.<br><br>With Blackstone's growth in private wealth products and the sheer scale of investor communications across BREIT, BCRED, and your credit channels, that kind of flexibility matters. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, John
Hello John,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Hey John, appreciate the connection.
Sent you a few notes recently about getting document template changes off the developer queue. At MHC we help firms like Blackstone move that ownership to the business side, so senior engineers aren't the bottleneck on what should be routine updates. HSBC did exactly this across a few hundred SWIFT-related templates and pulled their dev team out of the loop entirely.
Given where $150K+ engineering talent gets allocated, that tradeoff tends to matter.
Happy to reconnect here if the timing ever works.
Rodney
Mark Zhu
Managing Director, Technology and Innovations
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Angle: AI-driven investment modernization and scalability during high-growth period
Hooks: Experience scaling complex tech stacks for a portfolio currently generating $1.76B in distributable earnings, Strategic focus on Technology and Innovations during Blackstone's Q1 2026 AI-driven expansion, Managing document complexity across diverse asset classes and performance summaries
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Blackstone's scale
Hi Mark,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading Technology and Innovations at Blackstone, I wanted to ask about something that comes up a lot at firms your size. With your private wealth and retail channel growing fast, are document template changes for things like account statements, regulatory disclosures, or investor reports still routing through developers to get done?<br><br>At the volume Blackstone operates, that dependency adds up fast. Every compliance update, every new product disclosure, every client communication variant becomes a dev ticket. The queue grows. The business side waits. And the engineers who should be working on higher-priority infrastructure end up maintaining templates.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for template changes and developer scarcity for legacy system maintenance
Hi Mark,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Praemium generates around 3 million reports a year across 35 different report types for tax and performance reporting. In both cases, the compliance and ops teams handle template changes directly. IT stops being the bottleneck, and the changes happen the same day.<br><br>That matters especially when a regulatory disclosure has to go out to millions of investors on a tight timeline. On MHC NorthStar CCM, the people who know what the document should say are the ones who update it, with controls in place that IT still owns.<br><br>For a firm scaling retail and private wealth channels the way Blackstone is, that kind of flexibility reduces the integration burden on your team without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to reduce the integration burden and technical debt on the Innovations team
Subject: One last thing, Mark
Hi Mark,<br><br>Sent you a couple of notes about document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Mark, appreciated you accepting the connection.
I sent a few emails over the past weeks about the developer bottleneck on template changes and legacy maintenance overhead. At MHC we help firms like Blackstone move that workload off the IT queue and hand it to the business side directly.
HSBC shifted around 100-200 templates that way, and Praemium got to roughly 3 million reports running through the same model. Both had similar starting points to what I described in those notes.
Happy to reconnect here if the timing ever works.
Rodney
Zaneta Koplewicz
Co-President, Head of Shareholder Relations & Director, BREIT
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Angle: Strategic focus on scale and AI-driven growth for BREIT's massive retail investor base.
Hooks: Co-President role at BREIT following the September 2025 leadership transition, Blackstone's Q1 2026 earnings growth of 25% and emphasis on AI-driven investment processes, Managing shareholder relations for BREIT's $53B real estate portfolio and hundreds of thousands of retail investors
posture: peer CTA: soft type: problem_first
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Subject: BREIT investor communications at scale
Hi Zaneta,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing shareholder relations for BREIT, I wanted to ask about something we see come up a lot at firms managing retail investor communications at your volume. With millions of investors across BREIT, are client-facing documents like account statements, regulatory disclosures, and investor notices still dependent on a developer every time something needs to change?<br><br>At that scale, even a small template update becomes a project. A compliance language change, a fee disclosure revision, a notice that has to go out to your full retail investor base. If those changes have to go through IT or an outside vendor, the lag adds up fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster control over investor-facing documents at BREIT's scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Zaneta,<br><br>Following up on what I sent about investor communications at BREIT.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. When template changes come up, their operations team handles them directly without routing back through IT.<br><br>For a firm like Blackstone, where BREIT is actively expanding its retail investor base, that kind of control matters. A regulatory disclosure update or a new investor notice that has to reach millions of shareholders is not something you want sitting in a ticket queue. On MHC NorthStar CCM, the compliance or ops team makes that change the same day.<br><br>That removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thought on BREIT comms
Hi Zaneta,<br><br>Sent you a couple of notes about investor document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as BREIT continues to grow, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Zaneta, good to be connected.
Sent you a few emails about the legacy document platform piece, so you have some context on what we do. At MHC we help financial services firms move template ownership away from IT queues and over to the business side.
HSBC worked through a similar transition across a few hundred templates and got document changes back under business control without the developer dependency. Fidelity and Santander have gone through comparable moves.
If any of this lands, feel free to reach out whenever.
Rodney
Christine Anderson
Global Head of Corporate Affairs
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Angle: Engagement with individual investors and high-volume client content strategy
Hooks: Mentioning her oversight of the private wealth marketing platform to engage financial advisors and end investors., Acknowledging the recent hire of Courtney Reagan as Senior Editor to scale the 'Blackstone Insights' content platform., Reference to her board seat at Diligent, highlighting her focus on modern governance and SaaS-driven compliance.
posture: peer CTA: soft type: problem_first
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Subject: Blackstone — client comms at scale
Hi Christine,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing corporate affairs at Blackstone, I wanted to ask about something that comes up a lot as firms like yours push deeper into private wealth and retail channels. When investor-facing communications are growing fast — fund summaries, account statements, regulatory disclosures for products like BREIT and BCRED — does every template change still require going through a developer to get out the door?<br><br>At the volume Blackstone operates, that kind of bottleneck tends to show up at the worst moments. A disclosure update lands, a new CMS requirement comes through, and the compliance or comms team is stuck waiting on IT to touch a system only a few people know how to operate. The wait doesn't scale with the audience.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help your team move faster on investor communications without adding headcount or IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The tension between scaling high-touch client communications for private wealth and the bottleneck of IT-dependent template changes for reports and summaries.
Hi Christine,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>HSBC runs 100 to 200 complex trade document templates on MHC — letters of credit, guarantees, SWIFT messages — and their business-side teams manage changes directly without routing through IT. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance, same model.<br><br>The pattern that matters for a firm scaling retail and private wealth channels: when a disclosure requirement changes or a new fund product goes to market, the people who own the content make the change the same day. No ticket, no queue, no waiting on a developer who knows the legacy system.<br><br>That's what MHC NorthStar CCM does differently — it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframing the problem from 'content volume' to 'agility'—ensuring that as Blackstone scales, the document platform doesn't become a strategic liability that blocks the roadmap for AI-driven investment tools.
Subject: one more thought for Blackstone
Hi Christine,<br><br>Sent you a couple of notes about document infrastructure at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as Blackstone's retail channel grows, feel free to reach out.
Proof: HSBC manages 100-200 complex templates with self-service capabilities, while ING Poland handles ~600 templates with high efficiency. · Asset: CSFIN1.PDF
Appreciated the connection, Christine. Sent you a few emails about the document infrastructure side of scaling client communications at Blackstone, so this felt like a natural next step.
At MHC we help firms like Blackstone move template ownership off IT queues so the business side can manage changes directly. HSBC runs 100-200 complex templates with full self-service, and ING Poland handles around 600 with the same model.
Given what you're managing across corporate affairs, that tension between high-touch output and slow template cycles seemed worth a mention.
Happy to reconnect here if the timing ever works.
Rodney
Adam Dawson
Managing Director, Technology and Innovation
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Angle: strategic technology leadership and massive global scale
Hooks: your recent focus on scaling technology and cyber leadership at Blackstone's European headquarters, managing complex global portfolios where distributable earnings grew 25% to $1.76B recently, your background across LSEG and Credit Suisse navigating high-stakes financial architecture
posture: peer CTA: soft type: problem_first
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Subject: Doc ops bottleneck at Blackstone
Hi Adam,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading technology and innovation at Blackstone, I wanted to ask about something that comes up a lot at firms operating at your scale. Does managing changes to investor-facing documents like fund reports, regulatory disclosures, or client statements still require pulling engineers or developers into the loop every time something needs to update?<br><br>At firms with millions of documents going out across private wealth, credit, and real estate channels, that dependency adds up fast. A compliance change or a new disclosure requirement means a developer ticket, a queue, and a delay, right in the middle of a cycle where timing matters.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your engineering team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: For a mega-scale firm like Blackstone, IT is often the bottleneck for every document template change in reports and prospectuses—legacy debt here blocks the broader DT roadmap.
Hi Adam,<br><br>Following up on what I sent about the document ops bottleneck.<br><br>Two examples that might be relevant at Blackstone's scale. HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Praemium generates around 3 million reports a year across 35 different report types for tax and performance reporting, and they got there without rebuilding their tech stack around it.<br><br>The pattern in both cases was the same. Compliance and ops teams started handling template changes directly, without writing a ticket. When a regulatory disclosure changes or a new fund product needs its own document variant, the change happens the same day instead of sitting in a developer queue.<br><br>With Blackstone expanding retail and private wealth distribution through products like BREIT and BCRED, the volume of investor communications only goes one direction. That's a lot of document variants to manage if engineers are still in the critical path.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a developer-heavy migration to more complex tools, consider a business-user self-service model that offloads doc-ops from your data scientists and engineers.
Subject: One last thing, Adam
Hi Adam,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting at scale, while Praemium automated 3M+ reports to eliminate technical friction. · Asset: CSFIN1.PDF
Good to have you in the network, Adam.
Sent you a couple of emails about the document layer blocking Blackstone's broader modernisation roadmap. At MHC we help firms like yours move template ownership off IT queues so the business side can execute changes without a developer in the loop. HSBC used that approach to manage 100-200 complex templates and SWIFT reporting at scale, and Praemium got to 3M+ automated reports without the technical friction.
Given what you're building out in technology and innovation, it felt worth a different channel.
If any of this lands, feel free to reach out whenever.
Rodney
Alan Fitts
Chief Operating Officer of Corporate Affairs
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Angle: high-growth operational oversight and strategy at Blackstone
Hooks: oversight of operations across Public Affairs and Marketing at Blackstone, previous experience managing strategy and third-party lifecycle processes at American Express, Harvard MBA background with deep experience in global policy and finance
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Blackstone's scale
Hi Alan,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing operations at Blackstone, I wanted to ask about something that comes up constantly at firms your size. When performance summaries, investor reports, or regulatory disclosures need to be updated, does that still run through IT, or has your team found a way to give the business side more control?<br><br>At the volume Blackstone operates, even a short lag between a required change and the document going out can create friction. Especially when you're scaling retail channels like BREIT and BCRED and pushing reports to a much wider investor base than traditional institutional clients.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for time-sensitive client communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The bottleneck of legacy document systems shouldn't slow down a firm reporting 25% earnings growth; IT dependencies for report and prospectus updates create operational drag.
Hi Alan,<br><br>One more thought on the reporting bottleneck piece I mentioned.<br><br>Praemium generates around 3 million reports a year across 35 different report types for tax and performance reporting. HSBC runs 100 to 200 trade document templates for letters of credit, guarantees, and SWIFT messages. In both cases, the shift was the same: the business team stopped waiting on a developer every time something needed to change.<br><br>For a firm growing as fast as Blackstone, that kind of bottleneck adds up. When a disclosure needs updating across thousands of investor statements, or a product summary for BCRED needs a revision before it goes to retail distribution, the ticket-and-wait model slows down what should be a same-day change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: As you scale AI-driven investment programs, maintaining a manual 'IT-first' approach to client communications and performance summaries becomes a strategic liability rather than just a technical one.
Subject: One last thing on document workflows
Hi Alan,<br><br>Sent you a couple of notes about document workflows at Blackstone. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you scale the retail channels, feel free to reach out.
Proof: MHC NorthStar enables high-growth financial firms like HSBC and Praemium to manage millions of complex reports and templates with business-user self-service, eliminating the developer scarcity bottleneck. · Asset: CSFIN1.PDF
Hey Alan, appreciate you connecting.
Sent you a few notes recently about the operational drag that comes from routing report and prospectus updates through IT queues. At MHC we help financial services firms move that template ownership to the business side, off the developer backlog entirely. HSBC and Praemium both made that shift and now manage millions of complex reports without touching a dev ticket.
Given what Blackstone is doing at scale, that dependency layer is worth a look.
Worth a quick conversation to see if any of this is relevant?
Rodney
Rodney Zemmel
Global Head of the Blackstone Operating Team
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Angle: AI-driven operational excellence across portfolio
Hooks: Co-author of 'Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI', Recent 'AIDE' (AI Driving EBITDA) and 'DUM' (Data Under Management) framework for Blackstone portfolio companies, 30-year background leading McKinsey Digital prior to joining Blackstone in 2025
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Blackstone
Hi Rodney,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading the Operating Team at Blackstone, I wanted to ask about something that comes up a lot at firms managing operations across a portfolio at your scale. When your teams push AI-driven operational improvements across portfolio companies, does the document production layer keep up, or does it become one of those quiet blockers that slows things down?<br><br>At firms running complex client-facing communications across private wealth products, institutional reporting, and regulatory disclosures, the document side often lags behind everything else. Business teams wait on IT for template changes. Compliance updates don't propagate fast enough. The infrastructure just wasn't built for the pace you're operating at now.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that kind of operational drag at the portfolio and firm level. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking DT roadmap
Hi Rodney,<br><br>Following up on what I sent about document infrastructure as an operational blocker.<br><br>We recently helped HSBC manage 100 to 200 trade document templates across letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now. The wait for a developer is gone.<br><br>For a firm like Blackstone, that matters across two dimensions. At the firm level, client communications for private wealth products like BREIT and BCRED have to be accurate and fast, especially when regulatory requirements shift. At the portfolio level, when you're pushing operational improvements across companies, the document layer is often the last piece to modernize, and it creates friction that compounds at your volume.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One more thing, Rodney
Hi Rodney,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point as you scale the operating model, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Appreciated the connection, Rodney. Sent you a few emails about the document infrastructure gap in the modernisation work, so figured LinkedIn made sense as well.
At MHC we help firms like Blackstone move template ownership off IT and onto the business side. HSBC ran into something similar across a couple hundred SWIFT-related templates and got that layer out of the way of their broader modernisation push.
Happy to reconnect here if the timing ever works.
Rodney
Anurag Gupta
Vice President, Process Excellence & Digital Transformation
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Angle: focus on AI-driven process automation and unstructured data transformation
Hooks: your experience deploying cloud-based BPM and RPA to convert unstructured data into decision-ready insights, Blackstone's recent push toward AI-driven investment programs as reported in April 2026, standardizing complex financial reporting workflows, similar to your work at Norwegian Cruise Line
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
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Reframe: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: —
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Proof: T1=HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
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E*TRADE from Morgan Stanley
etrade.com
· fintech_financial_services
· Arlington, US
Electronic trading platform and financial services provider for retail investors and traders.
Broadridge provides shareholder analytics and regulatory document composition for E*TRADE. Morgan Stanley (parent) standardized on OpenText Exstream for document management.
Tier 3 score 48
Rodney
⭐ OpenText Exstream
1001_5000 employees · 1b_plus
Technology & Competitors
Zero Hash
HG Insights
OpenAI (via Morgan Stanley)
HG Insights
Strategic Initiatives
- Expansion into cryptocurrency trading for Bitcoin, Ether, and Solana planned for 2026.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management & Brokerage
Awareness: stage_2
Scale: mega — customer accounts 5.2 million
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- Leadership Change: Jed Finn appointed Head of Wealth Management (overseeing E*TRADE division) at Morgan Stanley.
- Product Expansion: E*TRADE launching cryptocurrency trading in 2026 via ZeroHash partnership
- requiring new disclosure and statement updates.
- Platform Enhancement: Released 'Power E*TRADE Pro' desktop platform focusing on active trader analytics and dynamic features.
Contacts (12)
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Saify Ranapurwala
Executive Director, Wealth Management Technology
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Angle: Morgan Stanley Wealth Modernization
Hooks: Your 20+ year tenure across E*TRADE and Morgan Stanley's Wealth Management Tech, Leading application development for compliance, legal, and regulatory mandated account processes, Overseeing tech delivery for account management and brokerage verticals during the transition under Jed Finn
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at E*TRADE
Hi Saify,<br><br>Rodney here from MHC Automation.<br><br>Given your role in Wealth Management Technology at E*TRADE, I wanted to ask about something we see come up a lot at firms your size. When your teams need to update client-facing documents, does that still require going through a developer who knows the system, or has that changed?<br><br>At a lot of financial services firms, the document layer is the last thing to modernize. Statements, regulatory disclosures, trade confirmations, account notices. All pulling from different systems. Any change to a template is a ticket, a queue, a developer who may or may not be available.<br><br>With the Morgan Stanley Wealth Modernization push and the planned crypto expansion via ZeroHash, I'd imagine there's pressure to move faster on client communications without adding more dev dependency.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the IT bottleneck on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Saify,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Their operations team manages template changes directly now, without routing through development. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance the same way.<br><br>The pattern we see at firms like yours: a compliance or ops person knows exactly what a disclosure needs to say, but they still have to write a ticket and wait for a developer to make the change. When you're expanding into new asset classes like crypto, that wait becomes a real friction point. New instrument types mean new document requirements, and those have to get out to clients fast.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating alternatives to avoid IT architecture lock-in and developer scarcity ($150K+ per dev) as you expand into crypto via ZeroHash.
Subject: One last thing, Saify
Hi Saify,<br><br>Sent you a couple of notes about the document infrastructure piece at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the crypto rollout gets closer, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: CSFIN1.PDF
Saify, good to be connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you probably have some context on what MHC does. Short version: we help wealth and financial services firms move template ownership to the business side so IT isn't the bottleneck on every client communication update.
ING Poland moved around 600 templates through that model, which gives a sense of the scale it works at.
If any of this lands, feel free to reach out whenever.
Rodney
Mike Krese
VP, Digital Product Management
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Angle: digital product scaling & crypto expansion
Hooks: Experience managing digital product roadmaps at E*TRADE for 10+ years, Ongoing expansion into crypto trading via ZeroHash partnership, Responsibility for platform enhancements like Power E*TRADE Pro analytics
posture: peer CTA: soft type: problem_first
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Subject: Document layer, E*TRADE scale
Hi Mike,<br><br>Rodney here from MHC Automation.<br><br>Given your role in digital product at E*TRADE, I wanted to ask about something that comes up a lot at firms your size. When your team ships a new product or expands into a new asset class, does the document layer keep pace, or does every client-facing update turn into an IT project?<br><br>With your member base across retail brokerage and banking, account statements, trade confirmations, and regulatory disclosures all have to reflect changes quickly. If document templates are tied to a platform that requires a developer for every update, that creates a lag between what product ships and what clients actually receive.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side without adding developer dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Mike,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the operations and compliance teams handle template changes directly. The wait for a developer to touch the system goes away.<br><br>That matters especially when you're expanding into new asset class territory. Adding Bitcoin, Ether, and Solana trading in 2026 means new disclosure language, new confirmation formats, new regulatory notices, all of that has to go out accurately and fast. On most legacy CCM platforms, that's still a ticket and a queue. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to decouple document logic from core product releases.
Subject: One more thing, Mike
Hi Mike,<br><br>Sent you a couple of notes about document infrastructure at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you scale into new products, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates). · Asset: CSFIN1.PDF
Appreciate the connection, Mike.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck that comes with platforms like OpenText and Quadient when business teams can't touch templates directly. At MHC we help financial services firms move that ownership to the business side, off the developer queue.
It's come up at a few institutions at your scale. ING Poland moved around 600 templates across, and HSBC worked through a similar transition on the SWIFT communications side.
Worth a quick conversation to see if any of this is relevant?
Rodney
Maciej Krupa
Executive Director, Head of Wealth Management Client Reporting Operations
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Angle: strategic oversight of 6M+ account statements and regulatory reporting consolidation
Hooks: Leadership in Morgan Stanley Smith Barney joint venture conversion for performance reporting, Overseeing production of statements, confirms, and prospectus documents for 6M accounts, Recent appointment of Jed Finn as Head of Wealth Management
posture: peer CTA: soft type: problem_first
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Subject: Document ops at E*TRADE
Hi Maciej,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing client reporting operations at E*TRADE, I wanted to ask about something that comes up a lot at firms your size. When a disclosure language change or regulatory update needs to go out across 6 million-plus account statements, does your team have to route that through IT and wait on a developer to touch the template?<br><br>That's the most common friction point we hear from wealth management ops leaders. The people who know what the document should say aren't the ones who can change it. So a compliance or ops request turns into a ticket, the ticket sits in a queue, and the timeline slips.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on reporting changes without pulling in IT every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Maciej,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, including letters of credit, guarantees, and SWIFT messages. Their ops team manages changes directly without routing through a developer for every update.<br><br>For a wealth management reporting operation at E*TRADE's scale, that matters. When a regulatory disclosure change needs to propagate across millions of account statements, the wait disappears. Your compliance or ops team handles it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thought, Maciej
Hi Maciej,<br><br>Sent you a couple of notes about client reporting operations at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition or reporting workflows become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
Maciej, appreciate you connecting. Sent you a couple of emails recently around the IT ticket bottleneck on template changes, so figured I'd say hello here too.
At MHC we help firms like yours move template ownership to the business side so reporting ops teams aren't waiting on developer queues for every update. Fidelity and Santander both went that route, and HSBC consolidated over 100 templates doing the same thing.
If any of this lands, feel free to reach out whenever.
Rodney
Charles Ho
Executive Director, Wealth Management Technology
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Angle: strategic technical oversight of wealth management platforms and app development during major product expansions
Hooks: Experience leading wealth management technology and application development for E*TRADE for over 15 years, Current focus on digital wealth management infrastructure following the Morgan Stanley integration, Technical leadership during the launch of Power E*TRADE Pro and the upcoming crypto trading expansion via ZeroHash
posture: peer CTA: soft type: problem_first
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Subject: Document templates, E*TRADE expansion
Hello Charles,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing wealth management technology at E*TRADE, I wanted to ask about something that comes up a lot when platforms are in an active expansion phase. With the crypto trading rollout planned for 2026, does your team have a clear path for spinning up client-facing document templates for the new asset classes, or does every change still run through a developer queue?<br><br>That's usually where things get complicated. New products mean new disclosures, new confirmations, new account statements. If the document layer requires an IT ticket every time compliance or ops needs a tweak, the pace of the product roadmap and the pace of document updates end up out of sync.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. Happy to chat and see if this is something worth looking at together. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hello Charles,<br><br>One more thought on the document template piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business teams handling compliance and ops make template changes directly, without routing through a developer.<br><br>That matters most when a regulatory change or a new product disclosure has to go out fast, across a large client base. With your member base, a new crypto product means new disclosure language, new confirmation formats, new account documents. If every edit is a ticket, that's a project, not a process.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Charles
Hello Charles,<br><br>Sent you a couple of notes about document infrastructure at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) · Asset: CSFIN1.PDF
Charles, appreciated the connection.
Sent you a few emails about the IT ticket bottleneck on template changes, so you already have the context. At MHC we help financial services firms move template ownership off IT queues and over to the business side. ING Poland did it across roughly 600 templates, and HSBC ran a similar shift across their SWIFT communications stack.
Given your role across Wealth Management Technology, figured this channel might be a better spot to pick the conversation back up.
Worth a quick conversation to see if any of this is relevant?
Rodney
Neda Siadatan
Managing Director, Head of Technology Delivery Management and International Wealth Management Technology
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Angle: strategic oversight of wealth management tech integration
Hooks: Led the E*TRADE integration for Wealth Management Technology, Oversees a $900M portfolio across client-facing platforms and digital assets, Recent focus on International Wealth Management technology expansion
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at E*TRADE
Hi Neda,<br><br>Rodney here from MHC Automation.<br><br>Given your oversight of technology delivery at E*TRADE, I wanted to ask something that comes up a lot with wealth management tech leaders at firms your size. When a regulatory disclosure or client-facing document needs to change, does that still go through IT, or has your team found a way to hand that off to the business side?<br><br>The reason I ask: most document infrastructure in financial services still routes every template change through a developer queue. Statements, portfolio reports, regulatory notices. Even a small wording update becomes a ticket, a wait, and a release cycle. With your member base across retail brokerage and wealth, that lag adds up.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the IT dependency on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Neda,<br><br>One more thought on the template bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting.<br><br>The common thread: their compliance and operations teams make template changes directly, without routing through IT. When a disclosure requirement shifts or a new report format is needed, the change happens the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>With E*TRADE expanding into crypto trading, the document layer is going to need to keep pace with new product disclosures, account statements, and regulatory notices across your client base. That's hard to do when every change is a developer project.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Neda
Hi Neda,<br><br>Sent you a couple of notes about document infrastructure at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as E*TRADE builds out new product lines, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Neda, appreciate you connecting.
Sent you a few emails over the past few weeks about the IT ticket bottleneck on template changes. Didn't want to just let the connection sit without saying something here.
At MHC we help financial services firms move template ownership to the business side so changes stop queuing through IT. ING Poland got there with around 600 templates in scope, which is a similar scale to what larger wealth management environments tend to run.
Worth a quick conversation to see if any of this is relevant?
Rodney
Nicholas Aiello
Vice President, Application Development
engineering · vp
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📋 CSFIN1.PDF
Angle: Scaling digital infrastructure for E*TRADE's crypto expansion and the shift to Power E*TRADE Pro.
Hooks: Leadership in Application Development for E*TRADE from Morgan Stanley in Chicago, Previous experience as a Principal Software Engineer during the Morgan Stanley integration, E*TRADE's 2026 cryptocurrency trading launch requiring high-volume transaction correspondence
posture: peer CTA: soft type: problem_first
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Subject: Document templates and the crypto build-out
Hi Nicholas,<br><br>Rodney here from MHC Automation.<br><br>Given your role in application development at E*TRADE, I wanted to ask about something that comes up a lot as firms scale their document layer alongside a platform expansion. With the crypto rollout planned for 2026, curious whether your team is already thinking about how client-facing document workflows get built and maintained for new product lines, or if that's still sitting in the backlog.<br><br>What we typically see: a new trading product launches, the document requirements follow, and the template work lands on the dev team. Account statements, regulatory disclosures, trade confirmations, each one needs its own build. When a compliance requirement shifts, it goes back through IT. The team that knows what the document should say is waiting on the team that knows how to change it.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit on the document side of your 2026 build-out. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Nicholas,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The volume of template variants and the compliance overhead around those document types is significant, and having the business side manage changes directly meant IT stopped being the bottleneck every time a regulatory or format requirement shifted.<br><br>For a firm scaling into new asset classes like crypto, that dynamic matters. New product, new disclosure requirements, new statement formats. If every change to those documents requires a developer, the compliance and ops teams end up queued behind the build schedule. That's where MHC NorthStar CCM does something different: it lets the people who own the compliance language make the change, with controls in place so IT isn't cut out of the governance.<br><br>With your member base and the scope of the 2026 roadmap, that kind of flexibility in the document layer could take real pressure off your team. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing on doc infrastructure
Hi Nicholas,<br><br>Sent you a couple of notes about document infrastructure at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point as the 2026 build-out ramps up, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: HSBC (100-200 templates, SWIFT) and BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Hey Nicholas, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better place to pick this up. At MHC we help FinServ firms move template ownership off developer queues and to the business side. Teams at HSBC, PNC, and Fidelity have made that shift and cut the back-and-forth that comes with routing every document change through application development.
Given your role, you probably have a front-row seat to how that volume adds up. If any of this lands, feel free to reach out whenever.
Rodney
Anoop Rao
VP Digital Product Management
operations · vp
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📋 CSFIN1.PDF
Angle: Modernizing CCM to support the Power E*TRADE Pro roadmap and new crypto-asset reporting requirements.
Hooks: Leadership under Jed Finn focusing on wealth management integration, Launch of cryptocurrency trading via ZeroHash requiring new disclosure/reporting logic, Experience managing the digital product roadmap at a 'mega' scale brokerage
posture: peer CTA: soft type: problem_first
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Subject: E*TRADE doc infrastructure
Hello Anoop,<br><br>Rodney here from MHC Automation.<br><br>Given your role in digital product at E*TRADE, I wanted to ask about something that comes up a lot at firms your size. When a product change or new asset class rolls out, does updating the client-facing documents that go with it still require an IT ticket and a wait on a developer?<br><br>With something like crypto-asset reporting coming into scope, that dependency can slow things down fast. Account statements, trade confirmations, tax documents, regulatory disclosures, any of those tied to new instruments have to be updated and compliant before launch, not after.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the friction between product roadmap decisions and the documents that have to follow them. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hello Anoop,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Praemium generates about 3 million reports a year across 35 report types for tax and performance reporting. Both did it by getting their compliance and ops teams out of the IT queue for routine template changes.<br><br>With crypto-asset reporting coming online for Bitcoin, Ether, and Solana, you're going to have new document types, new disclosure requirements, and new data sources feeding into client communications all at once. On most legacy CCM setups, every one of those changes is a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Anoop
Hello Anoop,<br><br>Sent you a couple of notes about document infrastructure at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction as the crypto rollout gets closer, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting with MHC, while Praemium scaled to 3M reports. · Asset: CSFIN1.PDF
Anoop, appreciate the connection. Sent you a few emails about the IT ticket bottleneck on template changes, so figured I'd switch channels.
At MHC we help financial services firms move template ownership directly to the business side, off the developer queue. HSBC runs 100-200 complex templates and SWIFT reporting through us, and Praemium scaled to 3M reports on the same platform.
Given what you're working through at E*TRADE, that combination of scale and business-side control tends to come up. Worth a quick conversation to see if any of this is relevant?
Rodney
Michelle May
Executive Director, Head of E*TRADE Retail Client Marketing
operations · vp
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📋 CSFIN1.PDF
Angle: strategic shift toward retail bank awareness and crypto expansion
Hooks: Your focus on boosting awareness of the Morgan Stanley retail bank via E*TRADE, The upcoming launch of cryptocurrency trading via the ZeroHash partnership, Leading marketing for both B2C and bespoke wealth segments
posture: peer CTA: soft type: problem_first
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Subject: Document changes at E*TRADE
Hi Michelle,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading retail client marketing at E*TRADE, I wanted to ask about something we see come up a lot at firms your size. When your team needs to update client-facing communications, does that still require going through IT and waiting on a developer to make the change?<br><br>With a member base like yours, that kind of dependency adds up fast. A rate change, a new product disclosure, a brand update tied to the Morgan Stanley integration — each one becomes a ticket in someone else's queue before your team can move.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your team move faster on client communications without the back-and-forth. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
Hi Michelle,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template updates directly now. The wait for a developer to touch those documents is gone.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance the same way. When a regulatory requirement changes, the business side makes the update the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a team managing client disclosures, account statements, and the communications that will come with your crypto expansion in 2026, that kind of flexibility matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about client communications at E*TRADE. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you head into 2026, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). T2=BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Hey Michelle, glad you connected.
Sent you a couple of emails recently about the IT ticket bottleneck on template changes, so you have some context on where I'm coming from. At MHC we help financial services firms move template ownership to the business side so marketing and ops teams aren't queued behind IT for every update. ING Poland ran roughly 600 templates through a similar setup before making the shift.
Not sure if the timing is right on your end, but wanted to open a different door than the inbox.
If any of this lands, feel free to reach out whenever.
Rodney
Sonya Travis
Director, Client Relations Line Manager
operations · director
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📋 CSFIN1.PDF
Angle: operational improvement in wealth management complaints and documentation
Hooks: Experience managing retail operational complaints and identifying process improvement trends at Morgan Stanley., Background in securities lending operations and regulatory service level compliance., Leadership role overseeing offshore associates to improve mission-critical client relations.
posture: peer CTA: soft type: problem_first
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Subject: Document workflows at E*TRADE
Hi Sonya,<br><br>Rodney here from MHC Automation.<br><br>Given your role in client relations at E*TRADE, I wanted to ask about something that comes up a lot at brokerage and wealth management firms your size. When your team needs to update a client-facing document, does that change go through IT, or can the ops side handle it directly?<br><br>The reason I ask: most client relations teams we talk to are sitting on a backlog of document updates they can't push through without a developer involved. Regulatory disclosures, account statements, trade confirmations. The content is straightforward but the process is anything but.<br><br>With E*TRADE expanding into crypto trading in 2026, there will likely be a wave of new disclosures and client notices to build out. That kind of rollout gets complicated fast when every template change requires an IT ticket.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on client communications without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Sonya,<br><br>Following up on what I sent about the document workflow piece.<br><br>We recently helped HSBC manage 100 to 200 complex trade document templates, including letters of credit, guarantees, and SWIFT messages. High volume, high compliance stakes. The kind of environment where a broken template or a missed regulatory update has real consequences.<br><br>What changed for their team was removing the dependency on developers for day-to-day template updates. The people who actually know what a client notice should say are the ones making the change, with controls in place. IT stops being the bottleneck for every disclosure tweak or format update.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>With your team managing client relations across a large member base, and a crypto product rollout on the horizon, that kind of flexibility matters. New asset classes mean new disclosure requirements, and those need to go out fast and accurately.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sonya
Hi Sonya,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT reporting with MHC, ensuring reliability for high-volume financial communications. · Asset: CSFIN1.PDF
Sonya, appreciate you connecting. Sent you a few emails about the IT ticket bottleneck on template changes, so figured LinkedIn was worth a try.
At MHC we help financial services firms move template ownership to the business side, off IT queues. HSBC runs 100-200 complex templates and SWIFT reporting through MHC for high-volume client communications, which gives you a sense of the scale it handles.
Given your role managing client relations at E*TRADE, that operational layer around communications is probably close to home.
If any of this lands, feel free to reach out whenever.
Rodney
Declan O'Donovan
Executive Director, Security Architecture
engineering · vp
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Angle: strategic security architecture and infrastructure oversight at a mega-scale financial institution
Hooks: Experience managing high-scale secure infrastructure and enterprise architecture at E*TRADE/Morgan Stanley, Recent leadership shift under Jed Finn likely impacting wealth management technology roadmaps, E*TRADE's 2026 expansion into crypto trading necessitating secure, compliant automated document generation
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency bottleneck for template changes in OpenText Exstream, slowing down the agility required for the Power E*TRADE Pro rollout and crypto expansion
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Reframe: Shifting from IT-heavy architecture to business-user self-service to reduce the developer burden ($150K+ per dev) and eliminate the IT ticket wait for portfolio reports
Subject: —
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Proof: HSBC manages 100-200 templates including SWIFT and automated reporting with a 200:1 scale capability similar to Morgan Stanley's requirements · Asset: CSFIN1.PDF
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Kyle Swanson
Vice President, Digital Product Management
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Angle: strategic platform migration expertise
Hooks: Your experience leading platform migrations into Pivot at U.S. Bank provides a great perspective on the friction inherent in legacy transitions., With E*TRADE launching cryptocurrency trading via ZeroHash in 2026, the volume of automated trade confirmations and tax reporting documents is about to scale significantly., Leadership shifts under Jed Finn suggest a push for modernized wealth management tools that likely clash with the rigid template structures in OpenText Exstream.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at E*TRADE
Hi Kyle,<br><br>Rodney here from MHC Automation.<br><br>Given your role in digital product at E*TRADE, I wanted to ask about something that comes up a lot at financial services companies your size. When client-facing documents need to change, whether that's account statements, regulatory disclosures, or trade confirmations, does that still run through IT and wait in a developer queue?<br><br>With your member base and the platform complexity that comes with being part of Morgan Stanley, that kind of bottleneck can slow things down fast. A compliance update or a new disclosure requirement becomes a developer project instead of something the business side handles in a day.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off the IT ticket queue and back in the hands of your ops and compliance teams. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: OpenText/Quadient: IT dependency bottleneck for every template change.
Hi Kyle,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC manages somewhere between 100 and 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The thing that made it work was taking the change process out of IT's hands entirely. Their compliance and ops teams update templates directly, with approval workflows built in, so nothing slips through without controls.<br><br>For a platform like E*TRADE, especially with crypto trading coming online in 2026, the document layer is going to get more complicated fast. New asset classes mean new regulatory disclosures, new confirmations, new client-facing language. If those changes require a developer every time, that's a real drag on your ability to move.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to bypass IT tickets and developer scarcity.
Subject: One last thing, Kyle
Hi Kyle,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC manages 100-200 templates with high-volume SWIFT compliance without the typical IT bottleneck. · Asset: CSFIN1.PDF
Hey Kyle, appreciate you connecting.
Sent you a few notes recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck on template changes. At MHC we help firms like E*TRADE move template ownership to the business side so that bottleneck stops sitting on the developer queue.
HSBC is running 100-200 templates with high-volume SWIFT compliance and managing it without routing every change through IT, which is the kind of thing that tends to matter at scale.
Happy to reconnect here if the timing ever works.
Rodney
Vijay Balakrishnan
Vice President, Technology - Wealth Management Lending
operations · vp
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Angle: AI-driven modernization of Wealth Management Lending documents
Hooks: Leadership of technology for Wealth Management Lending, serving both Morgan Stanley and E*TRADE clients, Focus on Generative AI and Agentic AI for digital transformation, End-to-end ownership of scalable architecture for self-directed E*TRADE platforms
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change.
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Reframe: business-user self-service
Subject: —
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Proof: T1=HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
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PGIM
pgim.com
· fintech_financial_services
· Newark, US
The global asset management business of Prudential Financial managing over $1 trillion in assets.
No legacy CCM vendor (Documaker, PlanetPress, Elixir) found in job postings or public profiles. High-level signal from Manager of Print Production with 'CCM' keywords suggest operational need but no specific tool link.
Tier 3 score 48
Rodney
1001_5000 employees · 1b_plus
Technology & Competitors
Proprietary quantitative modeling
HG Insights
Strategic Initiatives
- Expansion of private alternatives platform through PGIM Private Alternatives., Global brand campaign 'Keep Asking' launched to unify market conviction message.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth
Awareness: stage_2
Scale: mega — AUM $1.34 trillion
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: T1_named: Praemium (3M reports/year).
Live Signals (leadership, M&A, events)
- leadership_change: Appointment of Jacques Chappuis as CEO (Dec 2024) and Robert Sockin as Chief US Economist (Mar 2026).
- event: Five PGIM funds recognized by 2026 LSEG Lipper Fund Awards
- highlighting performance growth.
Contacts (11)
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0 active · 0 🔗
Hao Zhang
Director of Data, Analytics and Reporting
engineering · director
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Angle: cloud_migration_reporting
Hooks: Experience leading the implementation of PGIM’s centralized cloud-based data platform for reporting efficiency., Past success at NYLIM standardizing Fact Sheet and Pitchbook generation processes., PGIM’s recent performance recognition with 5 funds winning 2026 LSEG Lipper Awards, likely increasing report demand.
posture: peer CTA: soft type: problem_first
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Subject: Document workflow at PGIM
Hi Hao,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing data, analytics, and reporting at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. When a change needs to happen on a client-facing report or regulatory disclosure, does that still require an IT ticket and a developer to touch the template?<br><br>At firms managing reporting across fixed income, equity, real estate, and private alternatives, that workflow can get unwieldy fast. Different asset classes, different data sources, different output requirements. A change to one disclosure format becomes a developer project instead of a same-day update.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the dependency on IT for template changes across your reporting workflows. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: All=general legacy pain (IT ticket for every change).
Hi Hao,<br><br>Following up on what I sent about reporting workflows and the IT dependency piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting.<br><br>The common thread across all three was the same thing I mentioned. Compliance and ops teams were waiting on developers for changes that should have taken an afternoon. Once the business side could manage templates directly, with approval workflows built in, the wait disappeared.<br><br>For a firm like PGIM expanding its private alternatives platform, that matters. New asset classes mean new reporting requirements. If every format change is a ticket in a developer queue, that slows things down at exactly the wrong moment.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service.
Subject: One last thing, Hao
Hi Hao,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: CSFIN1.PDF
Hao, good to be connected.
Sent you a few emails about the document infrastructure piece and figured LinkedIn might be a better place to continue the conversation. At MHC we help financial services firms get template changes off IT queues so the business side can move without raising a ticket for every update. ING Poland moved around 600 templates onto that model and it changed how fast their team could operate.
Not sure how that maps to what you're working on at PGIM, but happy to reconnect here if the timing ever works.
Rodney
Jim Ferrauilo
VP, Global Head of Sales Enablement and Digital Coverage
operations · vp
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Angle: sales enablement modernization
Hooks: your focus on 'Digital Coverage' and 'Mobile Product Ownership' as noted on LinkedIn, PGIM's recent recognition at the 2026 LSEG Lipper Fund Awards, the challenge of scaling reporting for global wealth teams across Newark and global hubs
posture: peer CTA: soft type: problem_first
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Subject: Sales enablement doc layer, PGIM
Hi Jim,<br><br>Rodney here from MHC Automation.<br><br>Given your role heading up sales enablement and digital coverage at PGIM, I wanted to ask about something we see come up often at asset managers your size. When your sales teams need updated client-facing materials, pitch books, fund summaries, regulatory disclosures, does getting those documents updated still run through a developer or a centralized tech queue?<br><br>At firms with your member base, the bottleneck usually isn't strategy or content. It's the document layer. The people who know what a pitch book should say can't update it directly, so the change waits on someone technical. That gap slows down the sales cycle, especially when you're scaling a platform like PGIM Private Alternatives and the materials need to keep up.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your sales enablement team move faster on document updates without adding to the IT workload. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Jim,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. What made that possible was getting the business side closer to the template layer so IT wasn't the bottleneck every time a format or disclosure requirement changed.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on the same platform. When a regulatory requirement shifts, their compliance team handles the update directly. The wait disappears.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>For a sales enablement org managing fund documentation across multiple asset classes and regions, that kind of flexibility matters. Especially when a new private alternatives product launches and the materials have to be accurate and out the door fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Jim
Hi Jim,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for the sales enablement team, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Jim, good to be connected.
Sent you a few notes over email about the legacy document platform piece, so I won't rehash that here. At MHC we help firms like PGIM move template ownership to the business side without the IT roundtrip on every change.
ING Poland migrated around 600 templates through that same kind of shift and got their communications teams working independently pretty quickly after.
Given what you're driving on the digital coverage side, there may be something worth exploring. If any of this lands, feel free to reach out whenever.
Rodney
Atiq Nabi
Executive Director, Product Owner - Client Management and Experience Platforms
operations · vp
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Angle: Alignment with Client Experience Platforms focus and recent Lipper Fund performance accolades.
Hooks: Leadership in Client Management and Experience Platforms at PGIM, Recent 2026 LSEG Lipper Fund Awards for five PGIM funds, Extensive background in digital business transformation at Citi and U.S. Bank
posture: peer CTA: soft type: problem_first
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Subject: Document changes at PGIM
Hi Atiq,<br><br>Rodney here from MHC Automation.<br><br>Given your role owning Client Management and Experience Platforms at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. When your team needs to update a client-facing document, does that change have to go through IT first, or can the business side handle it directly?<br><br>At firms running complex client reporting across fixed income, equity, and alternatives, that IT dependency tends to become a real bottleneck. A disclosure update, a new fund addition, a brand change from something like the 'Keep Asking' rollout -- those all touch templates that often only a developer can edit. Meanwhile the people who actually know what the document should say are waiting on a ticket.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on client document changes without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Atiq,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly, with approval workflows built in. IT stops being the bottleneck for every update.<br><br>For a firm like PGIM, where client reporting spans multiple asset classes and the private alternatives platform is expanding, that kind of flexibility matters. Adding new fund types, updating performance disclosures, keeping regulatory language current across account statements and portfolio reports -- those changes happen the same day instead of waiting on a developer queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Atiq
Hi Atiq,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Atiq, good to be connected. Sent you a few emails recently about the document infrastructure gap in the modernisation work, so figured I'd reach out here too.
At MHC we help financial services firms get template ownership off IT queues and into the hands of business teams. ING Poland made that shift across roughly 600 templates, which gives a sense of the scale it works at.
Given what you're working on across client experience platforms at PGIM, there may be some overlap. Happy to reconnect here if the timing ever works.
Rodney
Christina Kwiatek
Manager, Client Reporting
operations · manager
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Angle: internal_promotion_trajectory
Hooks: Tenure of 8+ years within PGIM Fixed Income, progressing from Associate to Manager of Client Reporting in May 2024, Direct oversight of client reporting workflows during PGIM's recent leadership transition to Jacques Chappuis, Responsible for reporting accuracy following the 2026 LSEG Lipper Fund Awards wins for five PGIM funds
posture: peer CTA: soft type: problem_first
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Subject: Client reporting bottlenecks at PGIM
Hi Christina,<br><br>Rodney here from MHC Automation.<br><br>Given your role managing client reporting at PGIM, I wanted to ask about something that comes up a lot at asset managers your size. When your team needs to update a client report or statement, does that change have to go through IT, or can your reporting team handle it directly?<br><br>At firms managing reporting across fixed income, equity, real estate, and private alternatives, the document layer usually hasn't kept pace with everything else. Each strategy has its own reporting format, data sources, disclosure requirements. When something needs to change, it's typically a developer project, not a reporting team project.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT ticket wait per change for portfolio reports and client statements
Hi Christina,<br><br>One more thought on the reporting bottleneck piece I mentioned.<br><br>ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. In both cases, the reporting and compliance teams handle template changes directly without waiting on IT.<br><br>For a firm like PGIM, that matters especially when a disclosure requirement shifts or a new private alternatives product needs its own reporting format. With your member base spread across strategies, a single regulatory update can touch dozens of templates at once. That change is a same-day update when the people who manage the content own the process.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate document composition bottlenecks
Subject: One last thing, Christina
Hi Christina,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: ING Poland manages ~600 templates and Praemium delivers ~3M reports with high efficiency · Asset: CSFIN1.PDF
Hey Christina, appreciate you connecting.
Sent you a few emails about the IT ticket wait on portfolio reports and client statements. Didn't want to assume the timing was right, just a different way to reach out.
At MHC we help financial services teams get template changes off the IT queue and into the hands of the business. ING Poland runs around 600 templates that way, and Praemium is pushing roughly 3 million reports through the same setup with solid efficiency.
Worth a quick conversation to see if any of this is relevant?
Rodney
Neha Singh
Head of Solution Development
operations · vp
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Angle: AI-driven operational modernization
Hooks: Recognition of PGIM funds at the 2026 LSEG Lipper Fund Awards, Your focus on bridging technology with business value as Head of Solution Development, Scale of PGIM's client communications across 100-600+ complex templates like portfolio reports and 1099s
posture: peer CTA: soft type: problem_first
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Subject: Document ops at PGIM
Hi Neha,<br><br>Rodney here from MHC Automation.<br><br>Given your role in solution development at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. When client-facing documents like account statements, regulatory disclosures, or portfolio reports need updating, does that work still run through a developer or a small team who owns the underlying system?<br><br>At firms running proprietary infrastructure, the usual pattern is: the business side knows what needs to change, but the change itself requires someone technical. That gap creates delays, especially when a compliance or regulatory update has to go out fast and accurately across a large client base.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the friction between your business teams and the documents they're responsible for. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Neha,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth mentioning: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Both cases came down to the same thing: too many templates, too much reliance on technical staff to keep them current.<br><br>With PGIM expanding the private alternatives platform, I'd imagine the volume and variety of client communications is growing. New document types, new regulatory requirements across jurisdictions, more output to manage. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Neha
Hi Neha,<br><br>Sent you a couple of notes about document infrastructure at PGIM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates and SWIFT communications with MHC, while ING Poland optimized ~600 templates. · Asset: CSFIN1.PDF
Neha, good to be connected. Sent you a few notes recently about the legacy document platform piece, so figured this was a better place to continue the conversation.
At MHC we help financial services firms get template ownership off IT queues and into the hands of business teams. HSBC used that approach to manage 100-200 templates and SWIFT communications, and ING Poland streamlined around 600 templates through the same platform.
Given the solution development work you're leading at PGIM, some of that may or may not be relevant. Happy to reconnect here if the timing ever works.
Rodney
Roben Dunkin
Head of Technology
operations · c_level
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Angle: strategic innovation leadership
Hooks: Recognition as Finovate Executive of the Year (2024), Leadership in central data architecture and cross-business digital modernization at PGIM, Focus on leveraging technology for growth aspirations and operational efficiency as noted in recent promotion to Head of Technology
posture: peer CTA: soft type: problem_first
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Subject: Document ops at PGIM
Hi Roben,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading technology at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. Does every change to a client-facing document still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At firms managing large institutional and private alternatives portfolios, that dependency adds up fast. A disclosure update, a regulatory change, a new fund communication — each one becomes a project instead of a same-day fix. With PGIM expanding its private alternatives platform, I'd imagine the volume and variety of client documents is growing alongside it.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Roben,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their operations team needed a way to update and manage those templates without routing every change through a developer.<br><br>By giving the business side direct access to template updates, the wait on IT disappears. That matters especially when a regulatory disclosure has to go out across a large client base and the timeline is tight.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Roben
Hi Roben,<br><br>Sent you a couple of notes about document template management at PGIM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
Roben, good to have you in the network.
I sent a few emails over the past couple weeks about the document infrastructure gap in modernisation work, specifically the IT ticket bottleneck on template changes. Didn't want to let that thread die without saying hello here.
At MHC we help firms like PGIM move template ownership to the business side, off the developer queue. HSBC did this across a few hundred templates when they were rationalising their SWIFT communications stack.
Worth a quick conversation to see if any of this is relevant?
Rodney
Srinivas Chuthari
Managing Director, Chief Technology Officer
engineering · c_level
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Angle: strategic technical debt & cloud-exit logic
Hooks: Your recent perspective on the 'Great Cloud Exit' and the shift toward on-prem sovereignty for AI agents, Role scaling tech and data platforms from $500B to $950B AUM at PGIM, Experience overseeing the integration of FIX and EMS platforms at Western Asset
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at PGIM
Hi Srinivas,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CTO at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. Does every client-facing document change, think account statements, regulatory disclosures, trade confirmations, still route through a developer before it goes out?<br><br>At firms running proprietary systems, the pattern is usually the same. A compliance or ops team needs to update a disclosure. They write a ticket. A developer who knows the internal system has to make the change. The wait is days or weeks, not hours. When you're running a global platform across fixed income, real estate, and private alternatives, that adds up fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the developer dependency in your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Srinivas,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles template changes directly. IT stops being the bottleneck, and changes happen the same day instead of waiting in a queue.<br><br>For a firm like PGIM, with private alternatives expanding and a global platform to maintain, the document layer tends to be one of those things that quietly absorbs more IT capacity than it should. Account statements, regulatory disclosures, client reporting across dozens of product lines, each one pulling from a different system, each one requiring a developer to touch it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Srinivas
Hi Srinivas,<br><br>Sent you a couple of notes about document infrastructure at PGIM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Srinivas, glad to be connected. Sent you a few notes over email about the IT ticket bottleneck on template changes, so figured I'd reach out here too.
At MHC we help financial services firms move template ownership to the business side so every change isn't routing back through an IT queue. ING Poland shifted around 600 templates off that model, and HSBC worked through a similar transition on the SWIFT side.
Not sure if the timing is right on your end, but if any of this lands, feel free to reach out whenever.
Rodney
Robert McCormack
Senior Director and Assistant Treasurer of PGIM Funds
operations · director
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📋 CSFIN1.PDF
Angle: financial reporting and regulatory oversight of 180+ fund types
Hooks: your recent promotion to Senior Director and Assistant Treasurer of PGIM Funds (March 2026), managing financial statement production for approximately 180 fund types including ETFs and Cayman Domiciled funds, oversight of core competencies in Regulatory Reporting and Operational Execution at PGIM Investments
posture: peer CTA: soft type: problem_first
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Subject: Document ops across 180+ fund types
Hi Robert,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing treasury and fund operations at PGIM, I wanted to ask about something we see come up a lot at asset managers your size. When you're responsible for financial reporting and regulatory oversight across 180+ fund types, does keeping the underlying document templates accurate and current still require going through IT for every change?<br><br>At firms managing that many fund structures, the document layer tends to become its own infrastructure problem. Statements, regulatory disclosures, investor reports, each one pulling from different data sources, each one needing to be right before it goes out. When a disclosure requirement changes or a new fund type gets added, someone usually has to track down a developer to update the template.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction around document changes at PGIM. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Robert,<br><br>Following up on what I sent about document operations across your fund types.<br><br>A few examples that might be relevant. HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting.<br><br>The common thread in each case: the compliance or operations team starts making template changes directly, without writing an IT ticket. When a regulatory disclosure has to update across dozens of fund variants, the change happens the same day instead of waiting in a queue.<br><br>With your member base across 180+ fund types, that kind of flexibility matters especially when a new filing requirement or investor reporting standard rolls out and has to propagate across the full fund range fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Robert
Hi Robert,<br><br>Sent you a couple of notes about document operations at PGIM. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction across your fund reporting workflows, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Appreciated you connecting, Robert.
Sent you a few emails recently about the legacy document platform piece, so I won't rehash all of that here. At MHC we help financial services firms get template ownership off the IT queue and into the hands of the business side. ING Poland moved around 600 templates across to that model and saw their ops team handle changes independently from that point on.
Given your scope at PGIM Funds, figured it was worth opening a different door than email.
Happy to reconnect here if the timing ever works.
Rodney
Vikrant Ravi
VP, Enterprise Architecture
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Pain angle:
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Diane O'Rourke-Kane
Vice President, Investment Operations
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📋 CSFIN1.PDF
Angle: operational scale and performance recognition
Hooks: your team's role in supporting the five PGIM funds recently recognized by the 2026 LSEG Lipper Fund Awards, managing document throughput for mega-scale operations involving portfolio reports and trade confirmations, navigating the transition under new leadership with Jacques Chappuis joining as CEO
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: IT dependency bottleneck for every template change
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Reframe: business-user self-service to reduce operational friction
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
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Josephine Velocci-Wehrle
Vice President, Fund Analysis & Reporting
operations · vp
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Angle: recent Lipper Fund Award wins and high-volume reporting scale
Hooks: Congratulating the team on the 2026 LSEG Lipper Fund Awards for five PGIM funds, Reference to managing the reporting architecture for portfolio performance summaries and prospectus supplements at a mega-scale, Acknowledgment of her long-term tenure in fund reporting leadership since 2005 at PGIM/Prudential
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: The 'IT ticket bottleneck' where fund analysts are stuck waiting for developer cycles to update performance summaries or prospectus templates.
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Reframe: Shifting from developer-heavy document composition to business-user self-service to handle the increased reporting velocity required by recent leadership changes.
Subject: —
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Proof: HSBC's success in managing 200+ complex templates and SWIFT-integrated reporting with MHC. · Asset: CSFIN1.PDF
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Flagstar Financial
mynycb.com
· fintech_financial_services
· Hicksville, US
Regional bank holding company operating as Flagstar Bank following significant acquisitions and rebranding.
Research indicates Flagstar Bank (the primary operating brand for NYCB) recently recruited for roles requiring expertise in 'leading CCM/document composition' and specifically 'Quadient Inspire'. Multiple LinkedIn profiles associated with Flagstar also mention OpenText Exstream and SmartCOMM in a co
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
Salesforce
HG Insights
Generic CCM
HG Insights
Strategic Initiatives
- Reduction of commercial real estate and multi-family loan exposure to diversify portfolio.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Banking & Mortgage
Awareness: stage_2
Scale: large — Retail customers and mortgage accounts 2.4M+
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections
Best proof: HSBC (100-200 trade templates, SWIFT); Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- M&A: NYCB completed rebranding to Flagstar Financial effective October 25
- 2024
- to unify operations under a single brand.
- Leadership: Significant executive turnover and board changes reported throughout 2024 following internal strife and strategic shifts.
Contacts (10)
completed: 8 paused: 2
0 active · 0 🔗
Steven Bodakowski
SVP, Head of Corporate Communications
operations · vp
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Angle: strategic M&A and brand unification
Hooks: Ongoing transition from NYCB to Flagstar Financial brand, Recent Board appointment at The Flagstar Foundation in early 2025, Responsibility for streamlining communication as the 25th largest US regional bank
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Flagstar rebrand + document ops
Hi Steven,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading corporate communications at Flagstar Financial, I wanted to ask about something that tends to surface during rebrands and M&A transitions. When you're unifying the brand across loan packages, regulatory disclosures, account statements, and welcome kits, is your team still routing every template change through IT?<br><br>At your volume, that process gets painful fast. A logo swap or a terminology update that should take an afternoon turns into a queue of tickets. Multiply that across every document type pulling from different core banking and lending systems, and the rebrand becomes a months-long IT project instead of a communications one.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on the brand unification side without adding to IT's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: M&A and rebrand activities often expose the fragility of legacy document platforms, where even simple logo or terminology updates for statements and loan packages require weeks of IT tickets.
Hi Steven,<br><br>Following up on what I sent about the rebrand and document ops piece.<br><br>One example worth sharing: HSBC runs roughly 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their business teams manage those templates directly now without routing changes through developers. When a formatting or compliance update comes through, it gets handled the same day.<br><br>That matters a lot during a rebrand. At Flagstar's scale, the difference between business users owning that process and waiting on IT is measured in weeks, not days. Loan packages, welcome kits, Reg B disclosures, all of those have to reflect the new brand consistently and on schedule.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than managing the rebrand through manual workarounds, this is the time to eliminate the IT dependency for regulatory disclosures (Reg B/KYC) and welcome kits by empowering business users to manage their own templates.
Subject: One last thing, Steven
Hi Steven,<br><br>Sent you a couple of notes about document ops and the Flagstar rebrand. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped HSBC modernize legacy SWIFT and bank report templates, enabling their business teams to manage ~200 templates without developer bottlenecks. · Asset: CSFIN1.PDF
Hey Steven, glad to be connected.
Sent you a few emails recently about the document infrastructure piece, specifically how rebrands and entity consolidations tend to surface how fragile the underlying template layer really is, logo swaps and terminology changes that should take hours turning into weeks of IT tickets.
At MHC we help financial services firms get that template ownership off the developer queue and back to the business side. HSBC used that approach to get around 200 bank report and SWIFT templates under business control without routing changes through dev.
If any of this lands, feel free to reach out whenever.
Rodney
Agnes Hawkesworth
Director of Operations
operations · director
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📋 CSFIN1.PDF
Angle: M&A operational transition to Flagstar Financial Centers
Hooks: Responsibility for procedural creation across the combined Flagstar Financial Centers footprint following the Oct 2024 rebranding., Your 37-year tenure through the evolution from NYCB to the unified Flagstar platform., Focus on operational expectations and compliance for branch-related activities.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Flagstar Financial
Hi Agnes,<br><br>Rodney here from MHC Automation.<br><br>Given your role running operations at Flagstar Financial, I wanted to ask about something that comes up a lot at banks your size. With the transition to Flagstar Financial Centers underway, is your team finding that document template changes still require a developer to touch them before anything goes out the door?<br><br>At institutions managing the volume Flagstar does, that dependency tends to slow things down in the worst moments. A regulatory disclosure update, a rebranded account statement, a loan package that needs new language. If the only path to making that change runs through IT, the business side is stuck waiting.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without adding to IT's backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Agnes,<br><br>One more thought on the document ops piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. That's a document type where accuracy and turnaround time aren't optional. By giving their operations team direct access to template updates, they stopped routing every change through a developer queue.<br><br>The dynamic at Flagstar isn't all that different. Client-facing documents pull from core banking, lending, and compliance systems. When a regulatory disclosure changes or the brand needs to be updated across account statements and loan packages, that becomes a developer project on most legacy platforms. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Agnes
Hi Agnes,<br><br>Sent you a couple of notes about document operations at Flagstar Financial. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Agnes, appreciate you connecting.
I sent a few emails recently about the legacy document platform piece, so you have some context on what MHC does. Short version: we help financial services teams move template ownership to the business side so changes stop sitting in IT queues.
HSBC moved over 100 templates off their developer backlog after switching to MHC, and a handful of names you'd recognise, including PNC and Santander, have gone through similar transitions.
Worth a quick conversation to see if any of this is relevant?
Rodney
Bryan Hubbard
EVP, Executive Director of Regulatory Affairs
operations · c_level
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📋 CSFIN1.PDF
Angle: strategic regulatory remediation
Hooks: your recent appointment to lead regulatory affairs and remediation at Flagstar/NYCB, your deep OCC experience spanning four presidential administrations, overseeing the bank’s exam readiness and collaborative regulatory programs
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: regulatory_remediation_friction
—
Reframe: governance_self_service
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
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Christopher Higgins
Senior Executive Vice President and Chief Information Officer
engineering · c_level
completed
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📋 CUSTOM1.PDF
Angle: M&A transformation and legacy systems integration expertise.
Hooks: Led 13 post-merger systems conversions at U.S. Bank, integrating 1.2M customers., Currently spearheading the 'S2' unified banking platform initiative at Flagstar to replace three legacy environments., Six Sigma Black Belt with 40 years of experience in high-scale banking transformations (MUFG, BoA).
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: technical debt blocking the S2 roadmap and the burden of maintaining three legacy document environments during the transition.
—
Reframe: modernizing CCM is the 'last mile' of the S2 architecture; don't let template complexity or developer scarcity bottleneck the unified customer experience.
Subject: —
—
Proof: HSBC managed 100-200 complex templates and SWIFT reporting at scale, while Allied Benefits eliminated $4/doc costs and cut turnaround from weeks to days. · Asset: CUSTOM1.PDF
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Jason Pope
Executive Vice President, Chief Technology Officer
engineering · c_level
completed
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📋 CSFIN1.PDF
Angle: S2 platform transformation and the recent rebranding to Flagstar Financial
Hooks: Mentioning the 'Simple and Sophisticated' (S2) platform transformation he is leading at Flagstar, Referencing the hiring of five senior tech leaders from JPMC and US Bank to accelerate the S2 roadmap, Connecting document orchestration to his focus on making banking 'effortless' for one million customers
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT dependency and technical debt in document operations blocking the S2 modernization roadmap
—
Reframe: Reducing developer scarcity friction by shifting document composition to business users to accelerate S2 delivery
Subject: —
—
Proof: HSBC managed 100-200 complex templates and SWIFT communications with a modernized document layer · Asset: CSFIN1.PDF
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Justin Zimmerman
Senior Vice President, Distinguished Engineer, Cloud Services
engineering · vp
completed
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📋 CUSTOM1.PDF
Angle: recent move to Flagstar to lead cloud platform strategy and automation
Hooks: your recent move to Flagstar/NYCB to lead the cloud platform strategy, focus on spearheading enterprise-scale availability and X-as-code automation, prior background at U.S. Bank leading AI-driven compliance initiatives
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT developer scarcity and technical debt from legacy document systems blocking the cloud-first roadmap.
—
Reframe: Centralizing CCM on a cloud-native platform to enable business self-service and remove the 'IT ticket bottleneck' for every statement change.
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT integration) and ING Poland (~600 templates) migrated from legacy architectures to MHC to simplify cloud governance. · Asset: CUSTOM1.PDF
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Christina Previti
Senior Vice President, Head of Technology Product
engineering · vp
completed
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📋 CSFIN1.PDF
Angle: recent hire & S2 platform transformation
Hooks: Joined Flagstar in March 2026 to lead the Enterprise Technology and Operations Services transformation to a product operating model., Hiring Business Architects to support the 'S2' platform transformation focused on building architecture around the customer journey., Transitioning from a 13-year tenure at JPMorgan Chase to drive modernized, outcome-focused technology delivery at Flagstar.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: general_legacy_pain
—
Reframe: self-service alternative
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports). · Asset: CSFIN1.PDF
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Gregg Praetorius
SVP, Director of Marketing & Communications
operations · vp
completed
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📋 CSFIN1.PDF
Angle: M&A Document Consolidation
Hooks: Managed production and administration of 600+ operational and product-specific business forms at Signature Bank., Navigating the NYCB rebrand to Flagstar Financial effective October 2024., Experience ensuring regulatory and brand compliance across internal and external banking communications.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: M&A usually triggers a document nightmare—trying to unify 600+ legacy forms across merged entities without a massive IT bottleneck.
—
Reframe: Don't let the Flagstar rebrand stall because of template change backlogs; evaluate if your current setup allows marketing to own brand updates without waiting on developer tickets.
Subject: —
—
Proof: MHC helps tier-1 banks like HSBC and ING manage up to 600+ templates with business-user self-service, eliminating the $150K+ developer dependency. · Asset: CSFIN1.PDF
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Monique Dennis
VP, Operations & Efficiency Strategy
operations · vp
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📋 CSFIN1.PDF
Angle: M&A transition to Flagstar Financial branding
Hooks: Current role as VP of Operations & Efficiency Strategy during the rebranding to Flagstar Financial, Prior experience as Territory Operations Leader and Division Operations Leader at Flagstar Bank, Over 14 years of operational experience at Wells Fargo before joining the Flagstar/NYCB entity
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: When document templates for loan packages and regulatory disclosures are locked behind IT tickets, it blocks the efficiency strategy you’re building for the Flagstar transition.
—
Reframe: Instead of waiting for developer cycles to update 'Change-in-Terms' or 'Reg B' notices, moving CCM control to business users eliminates the technical debt that typically stalls M&A integration.
Subject: —
—
Proof: For large financial institutions like HSBC and Praemium, we’ve migrated hundreds of complex templates (SWIFT/Regulatory) to a self-service model, reducing update times from weeks to days. · Asset: CSFIN1.PDF
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Robert Martin
Senior Vice President, Distinguished Engineer, Head of AI and Engineering
engineering · vp
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Angle: strategic AI incubation and IAM uplift during the Flagstar rebranding
Hooks: your role leading incubation and advancing modern authentication during the recent Flagstar rebranding, 30+ years of experience across highly regulated identity and architecture frameworks, your transition from MUFG to Flagstar to lead the CTO incubation efforts
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Modernization initiatives like the Flagstar rebranding are often throttled by legacy document architecture that forces high-cost engineers to waste time on template logic.
—
Reframe: Instead of letting CCM remain a technical debt bottleneck for your SRE and platform teams, business users should handle template changes directly without an IT ticket.
Subject: —
—
Proof: HSBC eliminated IT dependency for 100-200 templates using a self-service model, similar to the architecture simplification you're driving at Flagstar. · Asset: CSFIN1.PDF
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Invesco
invesco.com
· fintech_financial_services
· Atlanta, US
A global independent investment management firm providing a wide range of active, passive, and alternative capabilities.
LinkedIn profile for Yaswanthini Kodali details development of SmartCOMM templates for customer-facing documents at Invesco India (2019-2021). Recent activity on Fishbowl (March 2026) discusses OpenText Exstream roles specifically at Invesco.
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
Bloomberg Terminal
HG Insights
Aladdin (BlackRock)
HG Insights
Strategic Initiatives
- Expansion of fixed income ETF lineup with four new fund launches., Entry into the 401(k) market with private market products planned for 2025.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management
Awareness: stage_2
Scale: large — investor folios (Invesco Mutual Fund) 2,392,730
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: Praemium (3M reports/year)
Live Signals (leadership, M&A, events)
- Leadership Change: Andrea DiCenso appointed as Head of Alpha Strategies and fixed income portfolio manager; part of broader strategy shifts.
- M&A Activity: Announced results of CI Global Asset Management transaction meetings in Canada
- indicating ongoing portfolio and entity adjustments.
Contacts (11)
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Carl Garner
Global Head of Investments Transformation
operations · c_level
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Angle: NextGen Transformation Leadership
Hooks: Directing Invesco's 'Alpha NextGen' multi-year transformation program to modernize the global investment platform., Driving the firm-wide simplification strategy to reduce operational complexity across the global footprint., Focus on distilling complex architectural challenges into scalable operating models for high-performance teams.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer + Invesco's transformation
Hi Carl,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading investments transformation at Invesco, I wanted to ask about something that comes up a lot at asset managers scaling fast. With four new fixed income ETFs launching and private market products coming to 401(k) in 2025, is the document production layer keeping up with everything else on your roadmap?<br><br>At your scale, client-facing output pulls from core portfolio systems, compliance tools, regulatory reporting platforms, and fund data feeds all at once. Account statements, regulatory disclosures, fund fact sheets, SWIFT confirmations. When a new fund launches or a disclosure requirement changes, that's usually a developer project before it's a communications project. That wait tends to show up right when your team can least afford it.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the friction between your transformation roadmap and the document layer underneath it. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hi Carl,<br><br>Following up on what I sent about the document layer and your transformation roadmap.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. And Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting.<br><br>The common thread across all three was the same. Their compliance and ops teams were waiting on developers for every template change. When MHC NorthStar CCM came in, the business side started handling updates directly, with controls in place. Regulatory disclosure change, new fund documentation, updated reporting format. The ticket never gets written.<br><br>For Invesco, with new fund launches and a 401(k) private markets push happening at the same time, that kind of flexibility matters. The document layer shouldn't be the last thing to catch up.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture lock-in risk
Subject: One resource before I move on
Hi Carl,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as the transformation work moves forward, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Carl, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so figured I'd follow up here instead. At MHC we help financial services firms get template ownership off IT queues and onto the business side. ING Poland moved around 600 templates across on that basis, which tends to unblock a fair bit of the roadmap work underneath it.
Not sure how live this is for Invesco right now, but if any of this lands, feel free to reach out whenever.
Rodney
Arun Ramchandra
Global Head of Digital, Distribution & Enterprise Technologies
engineering · vp
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Angle: strategic platform evaluation for digital distribution
Hooks: Leadership in global digital and distribution technologies at Invesco, Experience modernizing technology stacks for large-scale asset management, Focus on bridging long-range vision with execution for enterprise-wide digital distribution
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Invesco's scale
Hello Arun,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing digital and enterprise tech at Invesco, I wanted to ask about something that comes up a lot at global asset managers your size. With the new fixed income ETF launches and your 401(k) private market push coming in 2025, is the document production layer keeping pace, or is every client-facing template change still routed through a developer queue?<br><br>At Invesco's volume, that bottleneck gets expensive fast. Account statements, regulatory disclosures, SWIFT confirmations, portfolio reports, loan packages, investor letters: when a compliance or distribution team needs to update language, waiting on IT to touch the template means delays measured in days or weeks, not hours.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your distribution and ops teams move faster on document changes without adding IT cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hello Arun,<br><br>Following up on what I sent about the document template bottleneck.<br><br>We recently helped HSBC run 100 to 200 trade document templates through MHC, covering letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle changes directly now. The wait disappears.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance on MHC NorthStar CCM. That's the kind of scale where having developers in the critical path for every template edit becomes a real cost, not just an inconvenience.<br><br>For a firm like Invesco, expanding product lines and distribution channels, the problem compounds. A regulatory disclosure update for your new fixed income ETFs has to propagate across client statements, fund documents, and digital outputs. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One resource before I go quiet
Hello Arun,<br><br>Sent you a couple of notes about document infrastructure at Invesco. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as Invesco scales into new distribution channels, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CSFIN1.PDF
Arun, good to be connected. Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context already.
At MHC we help FinServ firms move that template ownership to the business side. ING Poland did it across around 600 templates, which gives you a sense of the scale it works at.
Given your remit across distribution and enterprise technologies, I thought it was worth a direct note. Happy to reconnect here if the timing ever works.
Rodney
Thomas Sauerborn
Director of Operations
operations · director
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📋 CSFIN1.PDF
Angle: document-heavy operational oversight at Invesco
Hooks: Your role directing operations for Invesco's Unit Investment Trusts (UIT) and US retail products., Managing the delivery of complex literature like prospectuses, 1099s, and high-volume client statements., Invesco's massive scale with $2.2T AUM requiring hyper-accurate, automated document distribution.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at Invesco
Hi Thomas,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing operations at Invesco, I wanted to ask about something that comes up a lot at asset managers your size. When regulatory disclosures or client-facing documents need to change, does that still mean an IT ticket and a wait before anything ships?<br><br>At mega-scale, that bottleneck gets expensive fast. Account statements, regulatory disclosures, portfolio reports, trade confirmations — when even one of those needs a content update, the queue is the queue. With Invesco expanding its fixed income ETF lineup and moving into the 401(k) private market space, the document side of that growth has to keep up.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without pulling in developers for every update. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: The persistent IT dependency bottleneck where every regulatory update or template change for portfolio reports requires a developer ticket and a long wait.
Hi Thomas,<br><br>Following up on what I sent about the IT dependency piece.<br><br>We recently helped HSBC modernize 100 to 200 complex templates, including SWIFT communications, letters of credit, and trade guarantees. Their ops and compliance teams now handle template changes directly. The developer queue for document updates is gone.<br><br>That matters a lot when a regulatory disclosure has to propagate across hundreds of templates at Invesco's volume. Client-facing documents pull from core banking, lending, wealth, and compliance systems. A single regulatory change can mean a developer project just to update language on a portfolio report or account statement. That's the part we fix.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows built in so controls stay intact.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on developer cycles or settling for legacy tech debt, transition to a business-user self-service model for document composition.
Subject: One last thing, Thomas
Hi Thomas,<br><br>Sent you a couple of notes about document infrastructure at Invesco. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped HSBC modernize 100-200 complex templates including SWIFT communications, ensuring scale and compliance without the 'document liability' of legacy systems. · Asset: CSFIN1.PDF
Hey Thomas, appreciate you connecting.
Sent you a few emails recently about the developer ticket bottleneck on template changes, so you have some context already. At MHC we help firms like Invesco move that ownership to the business side so regulatory updates don't sit in a queue waiting on a developer. HSBC went through something similar, modernising over 100 complex templates including SWIFT communications, and got to a point where compliance updates weren't a document liability anymore.
Worth a quick conversation to see if any of this is relevant?
Rodney
Rina Amin
Head of Digital Experience NA and EMEA
operations · director
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Angle: strategic digital experience oversight across EMEA and NA
Hooks: Experience managing large-scale digital strategies at Janus Henderson and Vanguard, Leadership of EMEA/NA digital experience for Invesco's global asset management platform, Focus on enhancing client digital interactions through site re-developments and information architecture
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Invesco
Hi Rina,<br><br>Rodney here from MHC Automation.<br><br>Given your oversight of digital experience across NA and EMEA at Invesco, I wanted to ask something that comes up a lot at asset managers your size. When client-facing documents need to be updated, like account statements, regulatory disclosures, or fund communications, does that still route through a developer before anything changes?<br><br>At your volume, that bottleneck adds up fast. A disclosure update tied to your new fixed income ETF launches, or a document variant for the 401(k) private market rollout planned for next year, can sit in an IT queue for days or weeks. That timeline doesn't match the pace of what you're building.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce the dependency on developers for document changes at that scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy platform evaluation
Hi Rina,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. That's a high-complexity, high-volume environment, and they're managing it without routing every change through a developer.<br><br>The way it works is that the compliance or ops team makes the change directly, with approval workflows built in. So when a regulatory requirement shifts or a new product line needs its own document variant, the wait disappears. For a firm rolling out four new ETF funds and entering a new market channel, that kind of turnaround matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service for business users
Subject: One last thought, Rina
Hi Rina,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT/statement templates with high efficiency · Asset: CSFIN1.PDF
Rina, appreciate the connection.
Sent you a few emails around the document infrastructure gap in modernisation work, so you have some context on where MHC Automation plays. Short version: we help financial services firms get template ownership off IT queues and into the hands of the business side.
HSBC runs 100 to 200 complex SWIFT and statement templates through MHC with a pretty lean footprint, which tends to come up a lot when teams are mid-platform evaluation.
Given the digital experience scope you're carrying across NA and EMEA, figured LinkedIn was worth a try.
Worth a quick conversation to see if any of this is relevant?
Rodney
Shannon Johnston
Senior Managing Director and Chief Information and Operations Officer
engineering · c_level
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Angle: strategic technical debt and operations alignment
Hooks: your recent commentary on rethinking how decisions get made and work flows as the hardest part of tech adoption, appointment as Invesco's first combined CIO/COO to align global technology with operations capabilities, focus on modernizing distribution services and North American transfer agency operations
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Invesco's scale
Hi Shannon,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing both technology and operations at Invesco, I wanted to ask about something we run into at asset managers your size. With four new fixed income ETFs launching and private market products coming to 401(k) in 2025, does every client-facing document change still require a developer to touch the template?<br><br>At your volume, that dependency adds up fast. Account statements, regulatory disclosures, fund reports, trade confirmations -- when a compliance requirement shifts or a new product goes to market, someone has to open a ticket and wait on engineering. That's a technical debt problem sitting inside your operations layer.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help reduce the engineering dependency on your document change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Shannon,<br><br>Following up on what I sent about the document change bottleneck piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. Praemium generates about 3 million reports a year across 35 report types for tax and performance reporting.<br><br>The pattern across all three: once the business side could manage templates directly, the wait on engineering stopped. A compliance change to a disclosure or a fund report gets handled the same day, not after a ticket cycles through.<br><br>With new product lines hitting the market in 2025, that kind of speed matters. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Shannon
Hi Shannon,<br><br>Sent you a couple of notes about document infrastructure at Invesco. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction as you scale into new product lines, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Shannon, appreciate you connecting.
I sent a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better spot to follow up. At MHC we help firms like Invesco move template ownership to the business side so changes stop sitting in developer queues. ING Poland got there with around 600 templates, and the business team now handles updates directly without routing through IT.
Given your remit across both IT and operations at Invesco, that tension probably looks familiar from both sides.
If any of this lands, feel free to reach out whenever.
Rodney
Kathleen Wrynn
Global Head of Digital Assets
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Angle: tokenization infrastructure modernization
Hooks: Invesco partnership with Superstate for tokenized short-duration funds, 2026 as the 'year of tokenization' to modernize market infrastructure, experience at JPMorgan Onyx and focus on regulated execution over speculation
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with the ETF push?
Hi Kathleen,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing digital assets at Invesco, I wanted to ask something that comes up a lot at firms expanding their product lines as fast as you are. With four new fixed income ETF launches and private market products headed into 401(k) channels in 2025, is the document side keeping up? Things like regulatory disclosures, prospectus inserts, client-facing fund communications.<br><br>At your volume, that's not a small question. When the product team moves fast and the document layer can't, the bottleneck usually shows up in compliance reviews or IT queues. A developer has to touch a template every time language changes. That slows things down in ways that aren't always visible until they are.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between product launches and the documents that go with them. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hi Kathleen,<br><br>Following up on what I sent about document infrastructure at Invesco.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The reason they moved was straightforward. Their compliance and ops teams needed to make changes without opening an IT ticket every time. On MHC NorthStar CCM, the business side handles those updates directly, with approval workflows built in.<br><br>The parallel I see at firms like Invesco is this: as you add fund structures, tokenization-adjacent products, and new distribution channels, every new document variant used to mean a developer project. Regulatory disclosures, fund fact sheets, investor notices. At your scale that adds up fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kathleen
Hi Kathleen,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Kathleen, appreciate you connecting.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so I won't rehash all of that here. At MHC we help financial services firms move template ownership off IT and onto the business side. ING Poland did exactly this across around 600 templates, which had been sitting as a dependency blocking other roadmap priorities.
Given your remit at Invesco, some of it might resonate, some might not. If any of this lands, feel free to reach out whenever.
Rodney
Sameer Mehta
Senior Principal Enterprise Architect
engineering · director
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Angle: enterprise architecture alignment with alpha strategies and M&A integration
Hooks: your role in enterprise architecture at Invesco during the recent Head of Alpha Strategies appointment, architecting scalable platforms to support the CI Global Asset Management transaction integration in Canada, your background in complex Oracle ecosystem transformations and large-scale architectural governance
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Invesco
Hi Sameer,<br><br>Rodney here from MHC Automation.<br><br>Given your role as Senior Principal Enterprise Architect at Invesco, I wanted to ask about something that comes up a lot at asset managers your size. With the fixed income ETF expansion and the 401(k) private markets push coming in 2025, is the document production layer keeping pace, or is every template change still a developer ticket?<br><br>At your volume, that dependency compounds fast. Client-facing documents pulling from Bloomberg, Aladdin, and whatever else sits in the stack, and a compliance or ops team that can't touch a template without routing it through IT first. When a regulatory disclosure has to go out across millions of accounts, the queue is the problem.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that IT dependency on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Sameer,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the compliance and ops teams make changes directly. IT stops being the bottleneck, and updates that used to take days happen the same day.<br><br>That matters a lot when a disclosure requirement shifts and has to propagate across account statements, regulatory filings, and client reports at your scale. The people who know what the document should say are the ones updating it, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Sameer
Hi Sameer,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) and ING Poland (~600 templates) for high-volume financial report automation · Asset: CSFIN1.PDF
Sameer, appreciate the connection. I sent a few emails over the past couple of weeks about the IT ticket bottleneck on template changes, so figured I'd try a different channel.
At MHC we help financial services firms move template ownership to the business side without routing every update through architecture or a developer queue. ING Poland did this across roughly 600 templates for high-volume financial report automation and saw meaningful turnaround improvements.
Depending on where Invesco sits with that, it may or may not be relevant right now. Happy to reconnect here if the timing ever works.
Rodney
Kimberly Walker
Senior Vice President, Enterprise Architecture
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Subject: Document infrastructure at Invesco
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Subject: One last thing, Kimberly
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Christian Peek
Global Head of Technology Infrastructure
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Angle: IT infrastructure modernization and technical debt reduction
Hooks: your focus on leveraging virtualized platforms and advanced automation to drive down TCO, as seen during your tenure at LPL and now at Invesco, Invesco's recent M&A activity in Canada and the appointment of Andrea DiCenso, which likely increases the demand for scalable digital reporting infrastructure, your expertise in creating operational efficiencies by transforming complex business needs into technology solutions
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Invesco
Hi Christian,<br><br>Rodney here from MHC Automation.<br><br>Given your role running global technology infrastructure at Invesco, I wanted to ask about something that comes up a lot at asset managers your size. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side directly?<br><br>With the fixed income ETF expansion and the 401(k) private markets push planned for 2025, that means new fund documents, regulatory disclosures, investor communications, and client statements all need to be built, updated, and maintained. At your volume, that's a developer project every time something changes. That kind of queue adds up fast when product timelines are moving.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT overhead around document production. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: platform_evaluation
Hi Christian,<br><br>Following up on what I sent about document template bottlenecks.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Their operations team manages template changes directly now, without routing every update through a developer.<br><br>For a firm like Invesco, that matters when a regulatory disclosure has to be updated across account statements, fund fact sheets, and investor notices at the same time. At your volume, waiting on IT for each one is a real drag on turnaround.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Christian
Hi Christian,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity. · Asset: CSFIN1.PDF
Christian, appreciate you connecting.
Sent you a few notes over email about the CCM evaluation piece I mentioned. At MHC we help financial services firms move template ownership to the business side and off IT queues. HSBC used that approach to consolidate over 100 templates and simplify their SWIFT communications layer without rebuilding from scratch.
Given your remit at Invesco, figured LinkedIn might be an easier place to have a back-and-forth than email.
Happy to reconnect here if the timing ever works.
Rodney
Michele Bourgeois
Head of Client Operations Management
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Angle: operational leadership in client experience and large-scale document delivery
Hooks: Experience managing Client Operations and Relationship Management at Invesco, Focus on high-volume reporting like portfolio reports and trade confirmations, Leadership role overseeing global client service operations and reporting accuracy
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Invesco's scale
Hi Michele,<br><br>Rodney here from MHC Automation.<br><br>Given your role running client operations at Invesco, I wanted to ask about something that comes up a lot at asset managers your size. When a client-facing document needs a change, does that still require an IT ticket and a wait, or has your team found a way to handle it on the ops side directly?<br><br>At organizations running millions of client communications, account statements, regulatory disclosures, portfolio reports, the bottleneck usually isn't the change itself. It's getting a developer involved every single time. A compliance update that should take an afternoon turns into a two-week queue item.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your ops team get faster at handling document changes without waiting on IT. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=IT ticket wait per change, template change delays, business user frustration
Hi Michele,<br><br>Following up on what I sent about the template change bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their team manages those templates without routing every change through a developer. ING Bank in Poland is on a similar path with around 600 templates built for accessibility and regulatory compliance.<br><br>And Praemium generates about 3 million reports a year across 35 report types for tax and performance reporting. When a format or regulatory requirement changes, their team handles it the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place. For a team managing client communications at Invesco's volume, especially with four new fixed income ETFs launching and private market 401k products coming in 2025, that kind of flexibility matters.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate IT dependency for every template change
Subject: One last thing, Michele
Hi Michele,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Good to be connected, Michele.
I sent a few emails over the past couple of weeks around the template change bottleneck piece, where every update routes through an IT ticket before anything moves. At MHC we help financial services firms get that ownership back to the business side. ING Poland moved around 600 templates onto the platform and cut that dependency out of their day-to-day workflow entirely.
Not sure how much of that maps to what you're dealing with at Invesco, but worth a quick conversation to see if any of this is relevant?
Rodney
Wes Cockrum
Global Head of Digital Experience Operations
operations · director
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Angle: architectural modernization and automation
Hooks: your experience leading automated production systems for personalized materials at Diamond H, recent Invesco CI Global Asset Management transaction meetings in Canada, your 'architect' mindset toward $1.2M transformations without austerity
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: legacy platform blocking digital experience roadmap
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Reframe: business-user self-service to remove IT dependency bottlenecks
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) and Praemium (3M+ reports) · Asset: CSFIN1.PDF
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TD Ameritrade
tdameritrade.com
· fintech_financial_services
· Omaha, US
Electronic trading platform provider and retail brokerage subsidiary of Charles Schwab.
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
thinkorswim
HG Insights
Clinc AI
HG Insights
Strategic Initiatives
- Integration of thinkorswim platform into Charles Schwab's retail and advisor offerings., Expansion of alternative investment platforms for qualified HNW clients.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Wealth Management
Awareness: stage_2
Scale: mega — client accounts 12,000,000
Doc types: portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: T1_named: Praemium (3M reports/year).
Contacts (7)
completed: 3 paused: 4
0 active · 0 🔗
Vlad Shpilsky
Senior Executive Vice President, Global Technology & Solutions
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Angle: strategic focus on 'human-centric' banking tech and infrastructure stability
Hooks: his recent focus on scaling AI to deliver $1B in value through the TD AI Prism and Layer 6 initiatives, his transition from U.S. CIO to leading the unified Global Technology & Solutions (GTS) division, the goal of making banking 'More Human' through trusted info and accurate ground-truth content
posture: peer CTA: soft type: problem_first
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Subject: TD Ameritrade doc infrastructure
Hi Vlad,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing global technology at TD Ameritrade, I wanted to ask about something that comes up a lot at firms your size. With the thinkorswim integration into Schwab's infrastructure underway, I was curious whether the document layer is keeping pace, or if it's become one of those things that slows everything else down.<br><br>At your volume, client-facing documents like account statements, regulatory disclosures, trade confirmations, and portfolio reports are pulling from multiple core systems at once. When something changes, whether it's a regulatory requirement or a brand update tied to the Schwab transition, someone has to go find the right template in a system that only a developer can touch.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction in your document change cycle as the integration work continues. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: Architecture lock-in and the 'legacy tax' that prevents technology from actually showing up as 'human' for customers.
Hi Vlad,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance, with high-volume stability across the board.<br><br>The pattern in both cases was the same. Compliance and operations teams needed to make changes fast, but every update was a developer project. Once they moved to MHC NorthStar CCM, the business side started handling template updates directly, with controls in place. The wait disappeared.<br><br>That matters especially during something like a platform integration, when regulatory disclosures, account statements, and trade confirmations all need to reflect new branding and requirements at the same time and across millions of client touchpoints.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Modernizing CCM isn't just about a new tool; it’s about decoupling document logic from legacy infrastructure to eliminate the developer scarcity bottleneck.
Subject: One last thing, Vlad
Hi Vlad,<br><br>Sent you a couple of notes about document infrastructure at TD Ameritrade. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC uses MHC to manage 100-200 templates across SWIFT communications, while ING Poland handles 600+ templates with high-volume stability. · Asset: CSFIN1.PDF
Vlad, glad we're connected. Sent you a few emails about the architecture lock-in piece and the legacy tax that keeps customer-facing tech from feeling like it actually works for customers rather than against them.
At MHC we help financial services firms move template ownership off IT queues so the business side can act without opening a ticket. ING Poland runs 600+ templates through us at high-volume with no stability issues, and HSBC manages their SWIFT communication templates the same way.
Worth a quick conversation to see if any of this is relevant?
Rodney
Kiran Vuppu
Executive Vice President & Chief Information Officer
engineering · c_level
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📋 CSFIN1.PDF
Angle: strategic_transformation_focus
Hooks: Appointment as US CIO at TD Bank in late 2025 to lead large-scale technology strategy and digital transformation, Recent focus on 'Building a simpler and faster bank' as a top 2025 strategic priority shared at Investor Day, Previous leadership in Client Insights and Commercial Lending at Wells Fargo, emphasizing human-centric AI collaboration
posture: peer CTA: soft type: problem_first
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Subject: Document layer and the Schwab migration
Hi Kiran,<br><br>Rodney here from MHC Automation.<br><br>Given your role as CIO at TD Ameritrade, I wanted to ask about something we see come up a lot during platform consolidations at your scale. When a migration like the Schwab integration is underway, the document production layer often gets treated as a dependency rather than a priority. Was curious if that's creating friction on your end.<br><br>At organizations moving millions of client-facing documents, things like account statements, regulatory disclosures, and trade confirmations tend to pull from four or five different systems. When the underlying platforms are in flux, every document template becomes a project. That's a lot of developer time going to maintenance instead of the migration itself.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to what your team is navigating right now. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy_blocking_roadmap
Hi Kiran,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. Before working with us, that volume required significant developer involvement every time a template needed to change. Compliance couldn't move without waiting on IT.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. Your compliance and ops teams can update regulatory disclosures, account statements, and trade confirmations directly, without writing a ticket.<br><br>At the scale TD Ameritrade operates, that matters especially during a platform transition, when developer bandwidth is already spoken for.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_simplification
Subject: One last thing, Kiran
Hi Kiran,<br><br>Sent you a couple of notes about document infrastructure at TD Ameritrade. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become a friction point during the Schwab integration, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Kiran, good to be connected.
Sent you a few notes recently about the document layer blocking the modernisation roadmap. At MHC we help financial services firms get that layer off the IT backlog so business teams can own it directly. ING Poland moved around 600 templates out of their developer queue doing exactly this.
If that part of the architecture conversation is live for you at TD Ameritrade right now, I'm happy to reconnect here if the timing ever works.
Rodney
Michelle De Rosa
Associate Vice President, Transformation Management Office
operations · vp
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📋 CSFIN1.PDF
Angle: strategic transformation leadership
Hooks: Successfully led the national rollout of a new Target Operating Model for credit underwriting, streamlining over 1,000 procedures., Deep experience in executing enterprise-wide change and optimizing operations to enhance customer and colleague experience., Proven track record of building organizational resilience and accelerating execution through complex, high-stakes initiatives.
posture: peer CTA: soft type: problem_first
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Subject: Document ops during the Schwab integration
Hi Michelle,<br><br>Rodney here from MHC Automation.<br><br>Given your role in the Transformation Management Office at TD Ameritrade, I wanted to ask about something that comes up a lot during large-scale integrations like the Schwab transition. When client-facing documents like account statements, regulatory disclosures, and trade confirmations need to change, does your team still have to route every update through IT?<br><br>At the volume TD Ameritrade operates, that kind of bottleneck gets expensive fast. A compliance change or a disclosure update that should take a day ends up in a ticket queue. And during a platform consolidation, those queues tend to get longer, not shorter.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team keep document operations moving during the integration. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: general_legacy_pain
Hi Michelle,<br><br>Following up on what I sent about document operations during the Schwab integration.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template changes directly now, without routing through a developer for every update.<br><br>For a firm managing millions of client accounts through a platform consolidation, that matters. When a regulatory disclosure has to change across account statements or trade confirmations, the wait disappears. The people who know what the document needs to say make the change the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Michelle
Hi Michelle,<br><br>Sent you a couple of notes about document infrastructure at TD Ameritrade. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction during the integration work, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Hey Michelle, appreciate you connecting.
I sent a few emails over about the legacy document platform piece, so you probably have some context on what MHC does. Short version: we help financial services firms move template ownership to the business side so changes don't sit in an IT queue.
HSBC used that approach to consolidate over 100 SWIFT-related templates without routing every update through their dev team.
Given the transformation work you're leading at TD Ameritrade, figured LinkedIn might be a better place to have an actual conversation. Happy to reconnect here if the timing ever works.
Rodney
Brent Foster
VP, Head of Architecture and Strategy
engineering · vp
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📋 CUSTOM1.PDF
Angle: enterprise architecture and engineering productivity at scale
Hooks: your lead on 'AI for engineering productivity' and advancing agentic models at TD Bank, recent focus on 'tech-led transformation' and GTS strategy during TD TechCon 2026, mandate to simplify architectural complexity while modernizing the bank’s legacy environment
posture: peer CTA: soft type: problem_first
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Subject: Document workflows at TD Ameritrade
Hi Brent,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading architecture and strategy at TD Ameritrade, I wanted to ask about something that comes up a lot at firms your size. Does every client-facing document change, account statements, regulatory disclosures, trade confirmations, still require a developer to touch the template before it goes out?<br><br>At the scale TD Ameritrade operates, that dependency compounds fast. A compliance update hits, and instead of the compliance team handling it directly, it becomes an IT ticket. The wait starts. Meanwhile millions of client communications are sitting on a change that should have taken a day.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the developer dependency in your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for every template change
Hi Brent,<br><br>Following up on what I sent about the template change bottleneck.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance. In both cases, the business side handles day-to-day changes with controls in place. IT stops being the bottleneck for every update.<br><br>At TD Ameritrade's volume, that matters. When a regulatory disclosure change has to propagate across account statements, trade confirmations, and client notices reaching millions of customers, the difference between a developer queue and a same-day change is significant.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Brent
Hi Brent,<br><br>Sent you a couple of notes about document template workflows at TD Ameritrade. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) · Asset: CUSTOM1.PDF
Brent, appreciated the connection. Sent you a few notes over email about the IT ticket bottleneck on template changes, so figured I'd reach out here too.
At MHC we help firms like TD Ameritrade move template ownership off IT queues and to the business side. ING Poland made that shift across around 600 templates, and HSBC did something similar with their SWIFT-related comms.
Happy to reconnect here if the timing ever works.
Rodney
Jo Jagadish
EVP, Head of Digital Banking, Payments and Contact Centers
operations · vp
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📋 CSFIN1.PDF
Angle: omnichannel transformation lead
Hooks: merging digital and contact center departments into one team, focus on 'Unexpectedly Human' banking brand, design-led product development for platforms like Business Central
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: general_legacy_pain
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Reframe: business-user self-service
Subject: —
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Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
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Paul Margarites
Head of Commercial Digital Platforms
operations · vp
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📋 CSFIN1.PDF
Angle: strategic focus on eliminating 'IT lift' for commercial clients
Hooks: your recent work with Workday integration to reduce manual reconciliation for commercial clients, your stated goal of offering 'plug-and-play' solutions that require zero additional IT lift, driving digital transformation for SMBs through real-time payments and cash management upgrades
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: The 'IT lift' bottleneck—where digital roadmaps for commercial portals stall because every document or reporting update requires a developer ticket.
—
Reframe: Modernizing document operations shouldn't require a custom build or a $150K developer; it should be as 'plug-and-play' as your recent Workday integration.
Subject: —
—
Proof: HSBC eliminated developer dependency for 100+ complex SWIFT/statement templates, while Natera cut update cycles from 2.5 weeks to 2 days. · Asset: CSFIN1.PDF
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Jolene Libretto
Senior Manager Client Communications
operations · manager
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📋 CSFIN1.PDF
Angle: document regulatory complexity at Charles Schwab/TD scale
Hooks: managed regulatory and operational communications at TD Ameritrade for 12 years, recent tenure as Senior Manager Client Communications at Charles Schwab following the merger, experience handling high-volume market-related and emergency client communications
posture: peer CTA: soft type: problem_first
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Subject: —
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Pain angle: general_legacy_pain
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Reframe: business-user self-service
Subject: —
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Proof: HSBC managing 100-200 templates with high-volume SWIFT delivery and complex compliance requirements. · Asset: CSFIN1.PDF
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Thrivent
thrivent.com
· fintech_financial_services
· Appleton, US
A fraternal financial services organization providing purpose-based advice, insurance, and investment products.
Corroborated by Senior Business Analyst and Business Analyst profiles (2020-Present) explicitly mentioning Oracle Documaker Studio for enterprise document automation and contract page updates.
LLM classification: Insurance HIGH
Tier 3 score 48
Rodney
⭐ Oracle Documaker
5000_plus employees · 1b_plus
Technology & Competitors
Salesforce
HG Insights
AI-enabled advisor tools
HG Insights
Strategic Initiatives
- Aggressive recruitment of financial advisors to address industry-wide talent shortages., Expanding the Virtual Advice Team to increase reach and accessibility for new-to-industry advisors.
Sales Angles & Proof
Primary: developer_scarcity
Secondary: it_bottleneck
Tertiary: compliance_accessibility
Sub-vertical: Life & Wealth
Awareness: stage_2
Scale: large — clients 2,400,000
Doc types: policy contracts, beneficiary notices, annual statements, premium notices, policy changes, surrender/loan letters, dividends, welcome kits, portfolio reports, client statements, trade confirmations, 1099s, performance summaries, prospectus supplements
Best proof: Guardian Life ($13.4B Top 10 life)
Live Signals (leadership, M&A, events)
- leadership_change: Lynn Crump-Caine appointed Chair of the Board.
- growth_initiative: Announced plan to hire 600 new financial advisors in 2026 to meet purpose-based advice demand.
- product_launch: Thrivent Bank officially began operations to serve next-gen bank clients.
Contacts (15)
completed: 15
0 active · 0 🔗
Christopher Chapman
SVP, Chief Information Officer
engineering · c_level
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📋 ULTIMA1.PDF
Angle: strategic technology modernization
Hooks: Current tenure as SVP CIO since 2021 following leadership roles at TCF Bank and Target., Thrivent's massive 2026 expansion goal of hiring 600 new financial advisors., Experience leading large-scale ERP and system integration projects (SAP, Allianz finance transformation).
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Thrivent
Hi Christopher,<br><br>Chris here from MHC Automation.<br><br>Given your role as CIO at Thrivent, I wanted to ask about something that comes up a lot with financial services organizations at your scale. Curious whether document template maintenance is eating up developer time that should be going to higher-priority modernization work.<br><br>At your volume, client-facing documents pull from multiple systems. When something needs to change, it usually lands on a developer who knows the template layer, and that person is rarely sitting idle.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get that layer off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Christopher,<br><br>Following up on what I sent about developer time and the document layer.<br><br>We recently worked with HSBC running 100 to 200 trade document templates on MHC, and ING Bank managing around 600 templates for accessibility and regulatory compliance. The common thread: their IT teams stopped being the bottleneck for document changes, and the business side started handling updates directly with controls in place.<br><br>For a team focused on strategic technology modernization, that matters. Every developer hour that goes toward template maintenance is an hour not going toward the advisor tooling and platform work Thrivent is building toward.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture_lock_in_risk
Subject: One last thing, Christopher
Hi Christopher,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out.
Proof: Insurance leaders like Guardian and Allstate use MHC to manage 25+ complex document types without IT bottlenecks. · Asset: ULTIMA1.PDF
Appreciated the connection, Christopher.
Sent you a few notes recently about the IT dependency piece on document template changes. At MHC we help insurers move that ownership to the business side so developer queues stay clear for higher-priority work. Guardian and Allstate are managing 25+ complex document types through that model now, without routing changes back through IT.
Given your architecture remit at Thrivent, figured this channel might be a better spot to actually have the conversation.
Worth a quick conversation to see if any of this is relevant?
Chris
Jenna Reck
Vice President, Enterprise Communications
operations · vp
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📋 ULTIMA1.PDF
Angle: enterprise communication transformation and AI leadership
Hooks: leading Thrivent's Communications AI Council to drive function strategy, recent focus on 'first-team leadership' from the Senior Leader Summit, overseeing Thrivent Update town halls and quarterly 'storytelling' for team engagement
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Thrivent
Hi Jenna,<br><br>Chris here from MHC Automation.<br><br>Given your role leading enterprise communications at Thrivent, I wanted to ask about something that comes up a lot at organizations your size. When your team needs to update member-facing documents, does that still require going through IT and waiting on a developer to touch the template?<br><br>At Thrivent's scale, with millions of members and what sounds like a pretty active push to expand advisor reach, that kind of bottleneck can slow down the business side fast. When the communications team has to file an IT ticket every time language needs to change, the wait adds up.<br><br>We work with 60+ insurance and financial services organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on document changes without pulling in a developer every time. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Jenna,<br><br>Following up on what I sent about document template changes at Thrivent.<br><br>One thing I should have included: the pattern we see most often at organizations your size is that the communications team knows exactly what needs to change, but the change itself requires a developer who knows the system. So a simple language update becomes a two-week project.<br><br>Guardian Life, Allstate, Intact Financial, and Acuity Insurance all run their member and policyholder communications on MHC now. The teams that moved saw the same thing: once the business side could make template changes directly, the IT ticket queue for document work stopped growing. The people who know what the document should say are the ones updating it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One last thing, Jenna
Hi Jenna,<br><br>Sent you a couple of notes about document operations at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC to automate document operations and eliminate developer bottlenecks. · Asset: ULTIMA1.PDF
Jenna, thanks for connecting. Sent you a few emails about the IT dependency piece on template changes, so figured LinkedIn was worth a try.
At MHC we help insurers move document template ownership to the business side, off the developer queue. Guardian and Allstate are both running on it for that reason, along with about 25 other carriers who had the same bottleneck.
If any of this lands, feel free to reach out whenever.
Chris
Kamal Bansal
Vice President Product - Insurance & Financial Product Services
operations · vp
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📋 GUC3E41.PDF
Angle: strategic digital leadership + documaker legacy
Hooks: Current leadership of Insurance and Financial Product Services at Thrivent, Extensive 10-year background at Northwestern Mutual leading IT for Underwriting, Policy Issue, and Claims, Recent move into Product VP role (Aug 2025) aligning technology with insurance delivery
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Thrivent
Hi Kamal,<br><br>Chris here from MHC Automation.<br><br>Given your role overseeing insurance and financial product services at Thrivent, I wanted to ask about something that comes up a lot at organizations your size. When a product change or compliance update needs to hit policyholder documents, does that still require going through a developer to touch the template?<br><br>At the scale Thrivent operates, that dependency adds up fast. With millions of members across insurance, wealth, and banking, even a single document change can sit in a queue for weeks waiting on someone with the technical context to execute it. The business side knows exactly what needs to change but can't get there without IT in the middle.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Kamal,<br><br>Following up on what I sent about document template changes at Thrivent.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across multiple plan types, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes changes directly without waiting on IT.<br><br>For a financial services organization like Thrivent, the equivalent is things like policy documents, renewal notices, and benefit summaries. When a regulatory disclosure has to go out to millions of members, the last thing you want is a developer queue standing between the change and the send.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kamal
Hi Kamal,<br><br>Sent you a couple of notes about document infrastructure at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes ever become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates with MHC, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Kamal, good to have you in the network.
Sent you a few emails about the IT dependency piece I mentioned, so you have some context on where I'm coming from. At MHC we help insurers move template ownership to the business side so changes don't sit in a developer queue. Optum runs 200+ templates that way now, and the throughput difference tends to be significant once that handoff happens.
Given what's on your plate at Thrivent across insurance and financial products, worth a quick conversation to see if any of this is relevant?
Chris
Brett Brunick
Executive Vice President, Chief Operating Officer
engineering · c_level
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📋 UNLOCK1.PDF
Angle: strategic digital-first transformation leader
Hooks: your focus on removing customer friction points as EVP/COO and driving Thrivent's digital-first transformation, leveraging your background in enterprise architecture from Target and TCF to modernize legacy systems, Thrivent's massive 2026 growth initiative to hire 600 financial advisors and the impact on member communication volume
posture: peer CTA: soft type: problem_first
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Subject: Document bottlenecks at Thrivent
Hi Brett,<br><br>Chris here from MHC Automation.<br><br>Given your role as COO at Thrivent, I wanted to ask about something we see come up a lot at organizations your size. With millions of members and an aggressive push to expand your advisor network, does every change to a client-facing document still require a developer to touch the system before anything goes out?<br><br>At scale, that creates a real problem. A new disclosure requirement, an advisor onboarding packet, a product update that needs to reflect across thousands of client communications. If the business side can't make that change directly, it sits in a queue. And at Thrivent's volume, the queue is never short.<br><br>We work with 60+ insurance and financial services organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if there's a fit. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: IT ticket wait for every template change/developer scarcity
Hi Brett,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving to a model where the business side handles template updates directly. IT stops being the bottleneck, and changes happen the same day.<br><br>That matters especially when you're scaling an advisor network fast. Every new advisor cohort, every product update, every regulatory change means documents have to move. If the only path to updating a client letter or disclosure runs through a developer who knows the legacy system, your ops team feels that friction every single time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy Documaker architecture blocking the digital-first roadmap
Subject: One last thing, Brett
Hi Brett,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction as you scale the advisor network, feel free to reach out.
Proof: Guardian, Allstate, and 25+ other insurers use MHC for mid-market leadership · Asset: UNLOCK1.PDF
Brett, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes, so you have some context on what we do. At MHC we help insurers move template ownership off the developer queue and onto the business side. Guardian and Allstate are both running on it for that reason, along with 25 or so other carriers who got tired of waiting on IT for every document update.
Worth a quick conversation to see if any of this is relevant?
Chris
Kelly Roehl
Strategy Implementation Director, Growth & Generosity
operations · director
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📋 GUC3E41.PDF
Angle: strategic execution for growth audiences
Hooks: your recent work leading strategy implementation for Growth & Generosity at Thrivent, your focus on scaling the operating processes that support Thrivent’s reach into Black and Latino communities, bridging the gap between home office transformation and field distribution execution
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document bottlenecks at Thrivent
Hi Kelly,<br><br>Rodney here from MHC Automation.<br><br>Given your role in strategy implementation at Thrivent, I wanted to ask about something that comes up a lot at financial services organizations scaling their advisor footprint. When your team is pushing growth initiatives, are client-facing documents keeping up, or is every change still waiting on a developer to touch the template?<br><br>At your volume, that lag gets expensive fast. Account statements, regulatory disclosures, client correspondence, the documents that go out to millions of members, those usually live in systems only IT can update. When a compliance requirement changes or a new product launches, it becomes a developer project before it becomes a client communication.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on the document side without adding headcount or IT backlog. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Kelly,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate 200+ templates across multiple plan types, authorization letters, regulatory notices, member correspondence, all running through one compliant workflow. The operations team stopped waiting on IT for every change.<br><br>The way it works on MHC NorthStar CCM is that the people who actually know what a document should say, your compliance team, your ops team, handle changes directly. IT sets the guardrails, but the ticket never gets written for routine updates. At Thrivent's scale, with millions of client communications going out, that kind of speed matters when a disclosure requirement shifts or a new product needs to be reflected in client-facing materials fast.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: compliance/508
Subject: One last thing, Kelly
Hi Kelly,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your growth work, feel free to reach out.
Proof: Optum managed 200+ templates for complex member communications including BCBS and Humana, streamlining operations that typically bottleneck in legacy environments. · Asset: GUC3E41.PDF
Hey Kelly, glad we're connected here.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you've got the context. At MHC we help financial services firms move template ownership off IT queues to the business side. Optum used that approach to manage 200+ templates for complex member communications across BCBS and Humana without the usual bottlenecks slowing everything down.
Given what's on your plate at Thrivent, this might be a fit or it might not.
Worth a quick conversation to see if any of this is relevant?
Rodney
Greg McCullough
Executive Vice President & Chief Communications Officer
operations · c_level
completed
tertiary
– none
🔥 Opted Out
champion
seq 12
step 0/3
📋 CSFIN1.PDF
Angle: strategic reputation and member communication scale
Hooks: Thrivent’s record 2025 and 2026 expansion plans for 600 new advisors, Oversight of media production and travel experience teams, Managing document-heavy outputs like 1099s and policy changes for $162B+ AUM
posture: peer CTA: soft type: problem_first
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Subject: Thrivent member comms at scale
Hi Greg,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing communications at Thrivent, I wanted to ask about something that comes up often at financial services organizations your size. When your team needs to update member-facing documents, does that still require going through a developer, or has that handoff moved closer to the communications side?<br><br>At your volume, that dependency adds up fast. A disclosure change, a product update, a regulatory notice, and suddenly the comms team is waiting on an IT queue instead of just making the change. The people who know what the document should say end up filing tickets instead of owning the output.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without the back-and-forth. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hi Greg,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example that might be relevant: ING Bank in Poland manages around 600 templates on MHC NorthStar CCM for accessibility and regulatory compliance. When a compliance requirement changes, their team handles it directly instead of routing through IT.<br><br>Praemium is another one. They generate about 3 million reports a year across 35 different report types for tax and performance reporting. That kind of volume requires a system where the business side can move without waiting on a developer for every update.<br><br>At Thrivent's scale, with millions of members, that flexibility matters. A single disclosure update or product change touching your full member base is a large project on most legacy systems. MHC NorthStar CCM removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing, Greg
Hi Greg,<br><br>Sent you a couple of notes about document infrastructure at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Hey Greg, appreciated the connection.
Sent you a few emails recently about the IT dependency piece, so figured LinkedIn might be a better spot to land. At MHC we help financial services firms get template ownership off the developer queue and into the hands of business teams. ING Poland moved around 600 templates onto the platform and their communications team can now make changes without routing anything through IT.
Given your role spanning communications at Thrivent, that operational layer might be worth a look. If any of this lands, feel free to reach out whenever.
Rodney
Todd Larsen
Principal Architect
engineering · manager
completed
tertiary
– none
🔥 Opted Out
decision_maker
seq 9
step 0/3
📋 CSFIN1.PDF
Angle: enterprise architecture continuity + business growth alignment
Hooks: 16-year tenure as Principal Architect at Thrivent overseeing Compliance and GCO domains, Alignment with Thrivent's 2026 goal to add 600 new advisors and scale client services, Java development background (JDK 1.1) and expertise in balancing tech cost vs. business need
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates + advisor growth, Todd
Hi Todd,<br><br>Rodney here from MHC Automation.<br><br>Given your role as Principal Architect at Thrivent, I wanted to ask about something that comes up a lot at financial services organizations your size. As you're scaling advisor capacity and expanding virtual advice channels, is the document layer keeping pace, or are template changes for client-facing communications still bottlenecked by developer availability?<br><br>At your volume, even a minor update to an account statement, regulatory disclosure, or advisor-generated client report can turn into a weeks-long IT project if the template system requires specialized developer knowledge to touch. That kind of friction tends to get louder when the business is actively growing headcount and needs communications to move faster.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the architectural overhead around document template management as Thrivent scales. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT developer scarcity blocking Documaker template agility
Hi Todd,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. The reason that works at their scale is that the teams closest to the content, compliance, operations, client services, can make template changes directly. IT stops being the bottleneck, and the change happens the same day.<br><br>For an organization like Thrivent, where you're adding advisors and expanding virtual advice delivery, that kind of flexibility matters. If a disclosure requirement changes or a new advisor communication type needs to be spun up, you don't want that sitting in a developer queue while the business waits.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy technical debt as a barrier to the 2026 advisor growth roadmap
Subject: One last thing, Todd
Hi Todd,<br><br>Sent you a couple of notes about document infrastructure at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex templates and SWIFT communications via MHC · Asset: CSFIN1.PDF
Hey Todd, appreciate you connecting.
Sent you a few emails about getting Documaker template changes off the developer queue at Thrivent. At MHC we help financial services firms move that template ownership to the business side so IT isn't the bottleneck on every update. HSBC runs 100-200 complex templates and their SWIFT communications through MHC, which gives you a sense of the scale it handles.
If any of this lands, feel free to reach out whenever.
Rodney
Shari Steeno
Vice President, Enterprise Technology Solutions
engineering · vp
completed
tertiary
– none
🔥 Opted Out
decision_maker
seq 9
step 0/3
📋 CSFIN1.PDF
Angle: strategic technology oversight of customer-facing solutions and corporate applications
Hooks: your leadership of the NEW Digital Alliance Executive Committee and focus on digital talent in Northeast Wisconsin, oversight of Thrivent customer-facing technologies including digital experience and membership systems, experience managing 45+ technical assets including complex vendor packages and mainframe integrations
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document templates and IT bandwidth
Hi Shari,<br><br>Rodney here from MHC Automation.<br><br>Given your oversight of customer-facing solutions and corporate applications at Thrivent, I wanted to ask about something we see come up a lot at organizations your size. Is updating client-facing documents still something that has to go through IT and wait on a developer to touch the template?<br><br>At the volume Thrivent operates, that dependency adds up fast. A compliance change, a disclosure update, a new product communication — each one becomes a development project when the document layer isn't set up for business users to handle directly.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT overhead on document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hi Shari,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Their team manages that volume without routing every change through a developer. Praemium generates around 3 million reports a year across 35 report types for tax and performance reporting, same story.<br><br>The pattern we see at firms your size: client-facing documents pull from multiple systems, core banking, lending, compliance, wealth platforms. When a regulatory disclosure has to change, it touches all of them. On most legacy setups that's a developer project, not a compliance project. MHC NorthStar CCM changes that by letting the business side handle updates directly, with controls in place.<br><br>With Thrivent expanding its advisor footprint, the volume of client communications isn't shrinking. Happy to chat in the days or weeks to come, or I can send over some materials first if that's easier.
Reframe: architecture_lock-in_risk
Subject: One more thing on document infrastructure
Hi Shari,<br><br>Sent you a couple of notes about document infrastructure at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | Praemium (~3M reports) · Asset: CSFIN1.PDF
Shari, appreciate you connecting. I sent a few emails recently about the IT dependency piece I mentioned, so figured I'd say hi here too.
At MHC we help financial services firms move template ownership to the business side, off the developer queue. Praemium got there across roughly 3 million reports without adding headcount on the IT side, which is the part that tends to matter most in conversations like this.
If any of this lands, feel free to reach out whenever.
Rodney
Jeffrey Einhorn
Chief Technology Officer
engineering · c_level
completed
tertiary
– none
🔥 Opted Out
decision_maker
seq 12
step 0/3
📋 CSFIN1.PDF
Angle: enterprise modernization and developer experience champion
Hooks: Experience leading 'Enterprise Dojos' to teach modern software practices to 5,000+ engineers., Prior focus on SVP Digital, Integration & Developer Experience roles at Thrivent., Background in 'sun-setting' $30M+ in legacy technology at Target to reinvest in core platforms.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document layer blocking your roadmap?
Hello Jeffrey,<br><br>Rodney here from MHC Automation.<br><br>I noticed you're the CTO at Thrivent and have a reputation for pushing modernization and developer experience forward. Wanted to ask about something that comes up a lot at financial services organizations your size: is the document production layer keeping up with the rest of your roadmap, or is it still dependent on developers to make routine template changes?<br><br>At Thrivent's volume, that dependency adds up fast. Every compliance disclosure, account statement, or client communication that needs a copy update turns into a ticket. And with senior developers running at $150K+, that's expensive time going toward work the business side could own directly.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire.<br><br>Happy to have a quick chat and see if any of this is relevant to what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hello Jeffrey,<br><br>One more thought on the developer dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. By giving their operations team direct control over template changes, they stopped routing routine updates through engineering entirely. At that volume, the time savings compound quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs. Your compliance team makes the change. Engineering stops being the bottleneck. The ticket never gets written.<br><br>For a team that's also scaling advisor capacity through your Virtual Advice team, having client-facing documents that can be updated same-day without an engineering sprint seems worth a look.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking roadmap
Subject: One last thing on doc infrastructure
Hello Jeffrey,<br><br>Sent you a couple of notes about the document infrastructure piece at Thrivent. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction on your modernization roadmap, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Fidelity. · Asset: CSFIN1.PDF
Hey Jeffrey, appreciate you connecting.
Sent you a few notes over email about the developer scarcity piece, specifically the cost and capacity drain that comes from routing template changes through an already stretched engineering team. At MHC we help financial services firms move that work off the developer queue entirely, so your technical staff can focus elsewhere. Fidelity and PNC have gone that route, and HSBC moved 100-plus templates through the same model without adding headcount.
Worth a quick conversation to see if any of this is relevant?
Rodney
Lea Sims
Director, Financial Product Solutions
operations · director
completed
tertiary
– none
🔥 Opted Out
influencer
seq 10
step 0/3
📋 CSFIN1.PDF
Angle: product transformation for transactional communications
Hooks: Leadership of Thrivent’s team managing platforms for transactional communications and money movement for 2.4M clients., Experience architecting digital roadmaps at Charles Schwab and product innovation at USAA Labs., Direct focus on improving client satisfaction via omni-channel experiences in heavily regulated environments.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Thrivent
Hi Lea,<br><br>Rodney here from MHC Automation.<br><br>Given your role in Financial Product Solutions at Thrivent, I wanted to ask about something that comes up a lot at financial services organizations your size. When your team needs to update client-facing documents like account statements, regulatory disclosures, or product communications, does that still require going through IT and waiting on a developer?<br><br>At Thrivent's scale, that wait has a real cost. A disclosure change or a product update that touches millions of client communications becomes a developer project instead of a business one. The people who know what the document should say end up filing tickets instead of making the change.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: developer_scarcity
Hi Lea,<br><br>Following up on what I sent about the document change bottleneck.<br><br>We recently helped HSBC manage 100 to 200 trade document templates, including letters of credit, guarantees, and SWIFT messages, by letting their business users handle template changes without routing everything through IT. Changes that used to require a developer ticket started happening the same day.<br><br>At Thrivent's volume, that kind of flexibility matters especially when a regulatory disclosure update has to propagate across millions of client communications at once. Whether that's account statements, product notices, or transactional correspondence, a compliance team that can make the change directly is a lot faster than one waiting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy_blocking_roadmap
Subject: One more thing, Lea
Hi Lea,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 templates and complex SWIFT communications by enabling business users to handle changes without IT bottlenecks. · Asset: CSFIN1.PDF
Lea, appreciate you connecting. Sent you a few emails recently about the IT dependency piece I mentioned, so figured LinkedIn made sense too.
At MHC we help financial services teams move template ownership to the business side, off the IT queue. HSBC did exactly that across 100-200 templates and their SWIFT communications, with business users handling changes without needing developer time.
Given what you're working through at Thrivent on the digital transformation side, that model might resonate. If any of this lands, feel free to reach out whenever.
Rodney
Lisa Steffes
Head Of Customer Experience & Digital Engagement
operations · vp
completed
primary
– none
influencer
step 0/3
📋 ULTIMA1.PDF
Angle: digital modernization for purpose-based growth
Hooks: Thrivent's plan to hire 600 new financial advisors in 2026, Expansion of Thrivent Bank operations for next-gen clients, Role in overseeing customer experience and digital engagement at a fraternal organization
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: developer_scarcity
—
Reframe: don't default to Oracle cloud; evaluate self-service alternatives
Subject: —
—
Proof: Insurance leaders like Guardian and Allstate have modernized their document workflows to eliminate legacy bottlenecks. · Asset: ULTIMA1.PDF
—
Seth Block
Director, Strategic Project Management - Digital Transformation
operations · director
completed
tertiary
– none
influencer
step 0/3
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
—
Jay Verner
Director, Communications
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 1
step 0/3
📋 GUC3E41.PDF
Angle: strategic messaging at the intersection of distribution and policy communications
Hooks: Leadership in communications for Thrivent's largest business division, Experience advising the Chief Distribution Officer on enterprise messaging consistency, Background at Allstate and COUNTRY Financial in high-stakes insurance communications, Current focus on using AI to streamline content strategy and workflow efficiency
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Oracle Documaker's developer dependency creates a bottleneck for distribution-critical messaging, forcing a trade-off between speed and policy document precision.
—
Reframe: As Documaker becomes a legacy liability, the risk isn't just technical; it's the operational 'tax' paid every time a template change waits for a developer ticket.
Subject: —
—
Proof: MHC helped Allied Benefits eliminate $4 per document by modernizing from legacy CCM to a self-service model, now managing over 1M communications efficiently. · Asset: GUC3E41.PDF
—
Shane Kitzman
Director of Communications
operations · director
completed
primary
– none
🔥 Opted Out
champion
seq 3
step 0/3
📋 ULTIMA1.PDF
Angle: Transformation leadership and legacy media evolution
Hooks: Mentioned your recent 1,000-day milestone at Thrivent and your focus on driving transformation forward., Noted your engagement with the 'Finding Forward' discussion on transforming legacy media outlets., Your experience from Target and Best Buy suggests a strong perspective on scaling enterprise-wide communication standards.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Thrivent docs + advisor growth
Hi Shane,<br><br>Chris here from MHC Automation.<br><br>Given your role in communications at Thrivent, I wanted to ask about something we see come up a lot at organizations your size. When your team needs to update member-facing documents or advisor communications, does that still require going through IT and waiting on a developer to make the change?<br><br>With Thrivent expanding its advisor network and Virtual Advice Team, I'd imagine the volume of client communications is growing fast. If every template change sits in a developer queue, that can create a real lag between what the business needs and what actually goes out the door.<br><br>We work with 60+ insurance and financial services organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire.<br><br>I'd be happy to have a chat and see how we can help your team get faster control over communications without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: developer_scarcity
Hi Shane,<br><br>One more thought on the document change cycle piece I mentioned.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> process over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees by moving their business users into the change path directly.<br><br>The part that usually resonates: when a disclosure requirement changes or a new advisor communication needs to go out, the compliance or comms team makes the update the same day. The ticket never gets written. At Thrivent's volume, with millions of members and a growing advisor base, that kind of turnaround matters.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Shane
Hi Shane,<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team has put together a resource on how we replace legacy document platforms</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Guardian, Allstate, and 25+ insurers trust MHC to automate complex policy contracts. · Asset: ULTIMA1.PDF
Hey Shane, appreciate you connecting.
Sent you a few notes recently about the IT dependency piece, getting template changes off the developer queue so the comms team can move without waiting on a ticket. At MHC we help insurers put that ownership on the business side instead.
Guardian and Allstate are both running policy contracts through it now, along with a few dozen other carriers.
Worth a quick conversation to see if any of this is relevant?
Chris
Mark De Boer
Principal Architect
engineering · manager
completed
tertiary
– none
decision_maker
step 0/3
📋 CSFIN1.PDF
Angle: architectural modernization and developer scarcity in the context of Thrivent's 2026 advisor growth
Hooks: Experience managing architectural integrity for complex financial systems like those at Thrivent, Implicit connection between the 2026 goal of hiring 600 advisors and the need for scalable client communication systems, Background in software engineering leadership which aligns with solving the developer scarcity problem in legacy CCM
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: Documaker: IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap
—
Reframe: Documaker: DocOps=IT ticket wait per change; Compliance/508 risk mitigation via modernized architecture
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | ING Poland (~600 templates) | Praemium (~3M reports) · Asset: CSFIN1.PDF
—
Navy Federal Credit Union
navyfederal.org
· fintech_financial_services
· Vienna, US
World's largest member-owned credit union serving the armed forces, DoD, veterans, and their families.
A recent job posting for Navy Federal Credit Union explicitly recruited for a Senior Quadient Inspire developer role to orchestrate multi-channel communications.
Tier 3 score 48
Rodney
5000_plus employees · 1b_plus
Technology & Competitors
CCM (Customer Communications Management)
HG Insights
Zelle
HG Insights
Strategic Initiatives
- Member Strategy Office creation for personalized service and experience enhancement, Expansion of military community support through multi-year charity collective partnerships
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: regulatory_pressure
Sub-vertical: Banking
Awareness: stage_2
Scale: mega — Members 15,350,733
Doc types: statements, loan packages, regulatory disclosures (Reg B/KYC/AML), welcome kits, change-in-terms, collections
Best proof: HSBC (100-200 trade templates, SWIFT)
Contacts (14)
completed: 14
0 active · 0 🔗
Bill Walters
VP, IT Operations
engineering · vp
completed
tertiary
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influencer
seq 7
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📋 CSFIN1.PDF
Angle: IT infrastructure modernization and automation focus
Hooks: Mention his long tenure (11+ years) overseeing Navy Federal's IT operations and ITSM 2.0 delivery., Reference his background at Fiserv and Open Solutions, indicating deep expertise in financial data center operations., Connect to his priority on availability and automation for a mega-scale credit union handling $194B+ in assets.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure, Navy Federal
Hello Bill,<br><br>Rodney here from MHC Automation.<br><br>Given your role in IT ops at Navy Federal, I wanted to ask about something we see come up a lot at credit unions and financial institutions your size. With millions of members, is the document layer keeping up with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed because the current setup is too hard to change?<br><br>What we usually hear is that account statements, regulatory disclosures, loan packages, and similar documents are still tied to a platform where every template change is a developer project. When IT infrastructure modernization is a priority, that kind of dependency tends to slow things down in ways that are hard to explain to the business side.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT's exposure on the document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hello Bill,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. The compliance and ops teams handle template changes directly now. IT stops being the bottleneck on every update.<br><br>At Navy Federal's volume, that matters a lot. When a regulatory disclosure requirement changes, or a loan document needs updated language, the wait disappears. The people who need to make the change make it, with controls in place that IT set up in the first place.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the oversight.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck
Subject: One last thing, Navy Federal
Hello Bill,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) or BoA/PNC scale comparison · Asset: CSFIN1.PDF
Hey Bill, appreciated you connecting.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so I'll skip the replay here. At MHC we help financial services firms move template ownership off IT so the business side can make changes without raising a ticket. One thing that's come up at institutions like HSBC is that even a couple hundred templates in a legacy environment create real drag on broader platform work when the change process runs through a developer queue.
Happy to reconnect here if the timing ever works.
Rodney
Linda Jewell
VP, Technology and Innovation
operations · vp
completed
tertiary
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📋 CSFIN1.PDF
Angle: strategic tech innovation oversight for the world's largest credit union
Hooks: your focus on leading strategic growth and managing global innovation at NFCU, oversight of technology initiatives that support NFCU's mega-scale operations ($194B+ in assets), ensuring member communications for loan packages and regulatory disclosures keep pace with digital transformation goals
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up at Navy Federal?
Hi Linda,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology and innovation at the world's largest credit union, I wanted to ask about something that comes up a lot in organizations at your scale. Is the document production layer keeping pace with the rest of your modernization efforts?<br><br>At institutions running millions of member communications, the document stack is often the last thing to get modernized. Account statements, regulatory disclosures, loan packages, SWIFT confirmations — when those still require a developer to touch a template, it creates a quiet bottleneck that slows down compliance teams, marketing, and ops all at once.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your modernization roadmap and the document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Linda,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: ING Bank in Poland manages around 600 templates on MHC for accessibility and regulatory compliance. When a disclosure requirement changes, their compliance team handles it directly. The wait disappears.<br><br>At Navy Federal's volume, that kind of change velocity matters. Regulatory updates, brand refreshes, new product disclosures — when those have to go through a developer queue, your compliance and ops teams are stuck waiting on IT for documents that should be their domain. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One last thing for Navy Federal
Hi Linda,<br><br>Sent you a couple of notes about the document infrastructure piece at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: FinServ: T2=BoA, PNC, Santander, Fidelity. Asset: CSFIN1.PDF or GUASP3.PDF. · Asset: CSFIN1.PDF
Hey Linda, glad you connected.
Sent you a few emails recently about the document infrastructure gap that can quietly stall a modernisation roadmap. At MHC we help financial services firms move template ownership off IT queues so the business side can keep pace with the broader transformation work.
PNC and Fidelity both ran into the same friction point before addressing the CCM layer as part of their larger platform overhauls.
Happy to reconnect here if the timing ever works.
Rodney
Karen Bartoletti
VP, Member Experience Transformation
operations · vp
completed
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📋 CUSTOM1.PDF
Angle: strategic digital core modernization
Hooks: your role in the multi-year transformation standardizing on Backbase as the engagement layer, the recent shift toward a cloud-native banking core in harmony with Zafin for product/pricing agility, optimizing the 'Member Experience Transformation' across high-volume loan packages and statements
posture: peer CTA: soft type: problem_first
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Subject: Document layer + core modernization
Hi Karen,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading member experience transformation at Navy Federal, I wanted to ask about something that comes up a lot as credit unions modernize their digital core. When you're slimming down the core and unifying the engagement layer, does document composition end up being one of those stubborn dependencies that keeps pulling business teams back into IT queues for simple changes?<br><br>At the scale Navy Federal operates, that friction adds up fast. A disclosure update or statement change that should take a day turns into a multi-week developer project because the template logic is still baked into the core. With millions of members, that lag shows up in the member experience.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help reduce that dependency as your modernization work continues. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: As you slim down the core and unify the engagement layer, legacy document composition often remains a 'thick' dependency that forces business teams back into IT queues for simple statement or disclosure changes.
Hi Karen,<br><br>Following up on what I sent about the document layer piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Complex stuff, high compliance stakes, and their team manages template changes without routing everything through a developer.<br><br>ING Bank in Poland manages around 600 templates for accessibility and regulatory compliance across their member base. Same idea: the people who know what the document needs to say are the ones making the change, with controls built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails. For a team focused on engagement banking and member experience, that matters when a regulatory disclosure has to reach millions of members and the template is still locked inside a system only IT can touch.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let document operations become the bottleneck in your 'Engagement Banking' vision; moving template logic out of the core into a business-user self-service layer is the final step in true architectural simplification.
Subject: One last thing, Karen
Hi Karen,<br><br>Sent you a couple of notes about the document layer at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction in the modernization work, feel free to reach out.
Proof: HSBC achieved similar agility for 100-200 complex SWIFT templates, while Natera slashed template turnaround from 2.5 weeks to just 2 days. · Asset: CUSTOM1.PDF
Appreciated the connection, Karen.
Sent you a few emails about the document infrastructure gap that tends to show up in modernisation work, where slimming the core goes smoothly until statement and disclosure changes start routing back through IT queues. At MHC we help financial services teams move that ownership to the business side, off the developer backlog entirely.
HSBC did this across 100-200 complex SWIFT templates, and Natera brought template turnaround from 2.5 weeks down to 2 days.
If any of this lands, feel free to reach out whenever.
Rodney
Arnie Ignacio
Vice President, Enterprise Platform Engineering Services
engineering · vp
completed
tertiary
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📋 GUASP3.PDF
Angle: strategic platform leadership and recent Pega Visionary Award recognition
Hooks: Leadership of Enterprise Platform Engineering Services at Navy Federal since Jan 2024, Winner of the 2024 Pega Visionary Award for innovation in business process management, Extensive 27-year tenure at Navy Federal, scaling from Website Specialist to VP of Platform Engineering
posture: peer CTA: soft type: problem_first
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Subject: Document templates, Navy Federal
Hi Arnie,<br><br>Rodney here from MHC Automation.<br><br>Given your role running enterprise platform engineering at Navy Federal, I wanted to ask about something that comes up a lot at large credit unions and banks. Is document template maintenance still sitting on your developer team's plate, pulling time away from higher-priority platform work?<br><br>At an institution your size, member-facing documents pull from core banking, lending, and compliance systems all at once. When a regulatory disclosure changes or a communication needs updating, that usually means a developer has to touch the template. At mega-scale, with millions of members, that queue gets long fast.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: technical debt: developer scarcity
Hi Arnie,<br><br>One more thought on the developer bandwidth piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM, covering letters of credit, guarantees, and SWIFT messages. What made it work is that their operations team handles template changes directly now. IT stops being the bottleneck for every update, and the change happens the same day it's needed.<br><br>For a credit union at Navy Federal's scale, that matters. Member communications touch lending, deposits, compliance, and now the new Member Strategy Office's personalization layer. When a disclosure requirement shifts or a communication has to reflect a new program, the wait for a developer slot is the friction point. That's what this removes.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One resource before I move on
Hi Arnie,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: GUASP3.PDF
Arnie, appreciate you connecting. Sent you a few notes recently about the developer scarcity angle on document infrastructure, and figured LinkedIn might be a better place to continue that conversation.
At MHC we help credit unions and financial institutions move template ownership off the developer queue and onto the business side. HSBC did exactly that across a couple hundred SWIFT-related templates and pulled engineering cycles back to higher-priority work.
Worth a quick conversation to see if any of this is relevant?
Rodney
Dan Chaddock
Chief of Technology Architecture and Foundational Services
engineering · vp
completed
tertiary
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seq 9
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📋 CSFIN1.PDF
Angle: enterprise_modernization_roadmap
Hooks: Current focus on Navy Federal's technology strategy, architecture, and platform engineering for 13M+ members., History of driving data-driven modernization at scale, including a 10-year tenure at the IRS as Associate CIO., Recent rejoining of Navy Federal in 2025 to oversee foundational services and API management.
posture: peer CTA: soft type: problem_first
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Subject: Document layer and your modernization stack
Hi Dan,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing technology architecture at Navy Federal, I wanted to ask about something that comes up a lot at credit unions and banks your size. When a compliance or ops team needs to update a member-facing document, does that change still have to go through a developer before anything gets pushed?<br><br>At institutions with millions of members, that dependency adds up fast. A regulatory disclosure update, a loan package change, an account statement revision, each one becomes an IT project instead of a same-day fix. That bottleneck tends to become more visible once modernization work starts picking up speed elsewhere in the stack.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency in your document change workflow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck for template changes (legacy architecture blocking modernization).
Hi Dan,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Praemium generates around 3 million reports a year across 35 different report types for tax and performance reporting. Both moved off legacy systems where every template change required developer involvement.<br><br>The shift that mattered in both cases was getting the business side, compliance, ops, communications, into the template workflow directly. Changes happen the same day instead of waiting in a queue. That matters especially at Navy Federal's scale, where a single disclosure update touches millions of member accounts.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate CCM alternatives to avoid architecture lock-in and enable business-user self-service.
Subject: One last thing, Dan
Hi Dan,<br><br>Sent you a couple of notes about the document layer at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helps financial institutions like HSBC and Praemium manage millions of reports and complex templates with SWIFT/regulatory compliance. · Asset: CSFIN1.PDF
Hey Dan, appreciate you connecting.
Sent you a few emails about the IT ticket bottleneck on template changes and figured this might be an easier place to pick up the conversation. At MHC we help financial services teams move template ownership off the developer queue so the business side can manage changes directly. HSBC and Praemium are running millions of reports and regulatory templates through it now, SWIFT compliance included.
Given what you're overseeing at Navy Federal, there might be some overlap worth talking through. If any of this lands, feel free to reach out whenever.
Rodney
Mounia Rdaouni
Senior Vice President, Product Strategy
operations · vp
completed
tertiary
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📋 GUASP3.PDF
Angle: product_modernization_and_member_experience
Hooks: Your leadership in implementing Blend to remove friction in mortgage document exchange, Prior focus on simplifying HomeSquad application processes for Navy Federal members, 18-year tenure driving mission-driven technology and analytics evolution
posture: peer CTA: soft type: problem_first
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Subject: Document layer blocking member experience?
Hi Mounia,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading product strategy at Navy Federal, I wanted to ask about something that comes up a lot at credit unions your size. Does the document production layer, things like account statements, loan packages, regulatory disclosures, keep pace with the member experience work your team is driving? Or does it lag behind?<br><br>At the scale Navy Federal operates, with millions of members across banking, lending, and investment products, that gap tends to show up as a real friction point. A brand update or disclosure change that should take a day turns into a developer project that takes weeks. The people closest to the member experience don't have a direct path to update the documents members actually receive.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your product roadmap move faster on the document side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hi Mounia,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. That's a complex, high-volume environment where accuracy and speed both matter. Their ops and compliance teams can now update those templates directly, without routing every change through a developer. Changes that used to take days happen the same day.<br><br>For a team focused on member experience, that kind of speed matters a lot. When a regulatory disclosure has to go out to millions of members, or a loan product changes and the documents need to reflect it immediately, the document layer either supports your roadmap or slows it down. Right now most legacy CCM setups make it the second one.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate alternatives to default cloud migrations
Subject: One last thing, Mounia
Hi Mounia,<br><br>Sent you a couple of notes about the document infrastructure side of your product roadmap at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT integration) · Asset: GUASP3.PDF
Hey Mounia, glad to be connected.
I sent a few emails about the document infrastructure gap in the modernisation work and figured LinkedIn might be a better place to continue the conversation. At MHC we help financial services companies move template ownership off IT queues so the business side can move faster. HSBC worked through something similar, consolidating over 100 templates while keeping their SWIFT integration intact, which gave their teams a cleaner path forward.
Worth a quick conversation to see if any of this is relevant?
Rodney
Bob Gregg
VP, Technology Strategy & Architecture
engineering · vp
completed
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seq 6
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📋 CSFIN1.PDF
Angle: enterprise architecture at Navy Federal scale
Hooks: Your 8+ year tenure across Enterprise Architecture and now Tech Strategy at Navy Federal, Managing modernization for a 13M+ member base, Focus on strategy for 'mega' scale financial document operations
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Navy Federal
Hi Bob,<br><br>Rodney here from MHC Automation.<br><br>Given your role in technology strategy and architecture at Navy Federal, I wanted to ask about something that comes up a lot at credit unions and banks your size. With millions of members across military and family accounts, does every update to member-facing documents still run through a developer and an IT release cycle?<br><br>At Navy Federal's scale, that dependency adds up fast. A rate disclosure change, a new account statement format, a regulatory notice update — if the only people who can touch those templates are the ones who know the underlying CCM system, every change becomes a project. And the developers who know that system well are expensive and hard to replace.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on your document change path. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency bottleneck: developer scarcity ($150K+ talent) and the technical debt of legacy CCM blocking your modernization roadmap.
Hi Bob,<br><br>Following up on what I sent about the developer dependency piece.<br><br>HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM — letters of credit, guarantees, SWIFT messages. Praemium generates around 3 million reports a year across 35 report types for tax and performance reporting. Two very different use cases, same outcome: the IT team stopped being the bottleneck for every document change.<br><br>At Navy Federal's volume, that matters in a specific way. When a regulatory disclosure has to go out to millions of members, or a new account communication needs to reflect a policy update, the wait for a developer who knows the legacy system is the thing that slows everything down. The compliance or operations team knows what the document should say. They just can't get to it without IT involvement.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just migrate to another developer-heavy tool; shift to business-user self-service to decouple template changes from the IT release cycle.
Subject: One last thing, Bob
Hi Bob,<br><br>Sent you a couple of notes about document infrastructure at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC managed 100-200 complex SWIFT/statement templates while Praemium scaled to 3M reports, proving MHC handles FinServ scale without the IT bottleneck. · Asset: CSFIN1.PDF
Hey Bob, good to be connected.
Sent you a few emails about the developer scarcity piece and the technical debt that builds up when template changes keep landing in an IT queue. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help credit unions and banks move that ownership to the business side without the engineering dependency. HSBC ran 100-200 complex SWIFT and statement templates through the platform while Praemium scaled to three million reports, so the FinServ complexity isn't a concern.
Happy to reconnect here if the timing ever works.
Rodney
Sovan Shatpathy
Chief Technology Officer
engineering · c_level
completed
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📋 CSFIN1.PDF
Angle: strategic cloud-native core modernization and AI-first digital member experience
Hooks: your focus on 'hollowing the core' and moving Navy Federal to a real-time, cloud-native banking core, mentioning the mission-driven culture in your keynote and your work reimagining every tech aspect for 13.8M+ members, your recent discussions on bridging the 'phygital' banking gap by blending human empathy with digital innovation
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle: IT architecture lock-in and the bottleneck of legacy systems blocking the digital transformation roadmap for the world's largest credit union
—
Reframe: Evaluating architecture before committing to further lock-in; ensuring self-service document agility is part of the cloud-first strategy
Subject: —
—
Proof: HSBC managed 100-200 complex templates and SWIFT communications globally using a modernized, flexible document architecture · Asset: CSFIN1.PDF
—
Julie Griffin
Senior Vice President, Enterprise Technology Strategic Services
engineering · vp
completed
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seq 3
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📋 CCM_Buyers_Guide.pdf
Angle: strategic technology leadership and digital member experience
Hooks: your 30-year milestone at Navy Federal, leadership role in redesigning the online banking platform from the ground up, focus on scaling Enterprise Technology Strategic Services for 14M+ members
posture: peer CTA: soft type: problem_first
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Subject: document layer, Navy Federal
Hi Julie,<br><br>Rodney here from MHC Automation.<br><br>Given your role overseeing enterprise technology strategy at Navy Federal, I wanted to ask about something we see come up a lot at large credit unions. Is your team still the bottleneck for every document template change, or is there a path to handing that off to the business side?<br><br>At your volume, that friction adds up fast. Client-facing documents pull from core banking, lending, and compliance systems. A regulatory disclosure change has to propagate across all of them. On most legacy CCM setups, that's a developer project, not a compliance project.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: platform_evaluation
Hi Julie,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC NorthStar CCM for letters of credit, guarantees, and SWIFT messages. Their ops team handles changes directly now. The wait for a developer to touch a template is gone.<br><br>That matters especially at Navy Federal's scale. With millions of members, a change to a disclosure or account statement has to move fast across your full document stack. When the business side can make that change the same day without an IT ticket, your modernization roadmap stops running into the document layer as a wall.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy blocking DT roadmap
Subject: One last thing, Julie
Hi Julie,<br><br>Sent you a couple of notes about document infrastructure at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CCM_Buyers_Guide.pdf
Hey Julie, glad to be connected.
I sent a few emails recently around the CCM evaluation piece I mentioned, so you have some context on where I'm coming from. At MHC we help financial services firms move template ownership off IT and onto the business side, which tends to matter a lot mid-evaluation. HSBC went through something similar, rationalising around 150 templates as part of a broader SWIFT-related infrastructure shift, and that work shaped how they scoped the replacement.
Happy to reconnect here if the timing ever works.
Rodney
Ann Repczynski
Assistant Vice President, Digital Payment Operations
operations · vp
completed
tertiary
– none
🔥 Opted Out
champion
seq 4
step 0/3
📋 CSFIN1.PDF
Angle: document management modernization and payment ecosystem leadership
Hooks: Experience leading AVP, Remittance Processing & Document Management (2015-2019) at Navy Federal., Executive leadership for multi-platform RFPs to modernize legacy systems and critical processing hubs., Oversight of $350M+ government shutdown assistance program requiring high-volume member communications.
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Navy Federal
Hi Ann,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital payment operations at Navy Federal, I wanted to ask about something we see come up a lot at large credit unions. When a change-in-terms notice or payment disclosure needs to go out, does that still require an IT ticket and a wait before anything moves?<br><br>At Navy Federal's scale, that kind of dependency adds up fast. Millions of members, regulatory timelines that don't flex, and a developer queue standing between your ops team and the document that needs to go out.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team move faster on member communications without the back-and-forth. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: IT dependency for template changes in loan packages and regulatory disclosures creates a bottleneck for digital payment operations.
Hi Ann,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC, covering letters of credit, guarantees, and SWIFT messages. Complex regulatory requirements, multiple template variants, and the business side handles changes directly without routing through a developer.<br><br>Praemium generates about 3 million reports a year across 35 different report types for tax and performance reporting. No legacy technical debt slowing down the output.<br><br>The pattern we see at credit unions and financial institutions your size: payment disclosures, change-in-terms notices, account statements all pull from different core systems. When a regulatory change hits, someone has to track down the right template in a system only a developer can touch. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of waiting on IT tickets for every statement or change-in-terms notice, empower business users with self-service document composition.
Subject: One last thing, Ann
Hi Ann,<br><br>Sent you a couple of notes about document ops at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC manages 100-200 templates with complex SWIFT requirements, while Praemium processes 3M reports without legacy technical debt. · Asset: CSFIN1.PDF
Hey Ann, good to connect.
Sent you a few emails about the IT ticket bottleneck on template changes, specifically around loan packages and regulatory disclosures. Figured LinkedIn was worth a try since the emails went quiet.
At MHC we help financial services teams move template ownership off IT queues to the business side. HSBC is managing 100-200 templates with complex SWIFT requirements through that model, and Praemium is processing 3M reports without the legacy technical debt that usually comes with that volume.
Worth a quick conversation to see if any of this is relevant?
Rodney
Tony Gallardy
Executive Vice President and Chief Information Officer
engineering · c_level
completed
tertiary
– none
🔥 Opted Out
decision_maker
seq 10
step 0/3
📋 CSFIN1.PDF
Angle: strategic digital transformation lead
Hooks: Ongoing 2026 technological transformation at Navy Federal's Enterprise Technology Services, NFCU's 10th consecutive year recognition as a Best Place to Work in IT, Strategic 7-year partnership with Backbase to modernize the engagement layer
posture: peer CTA: soft type: problem_first
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Subject: Document layer blocking your roadmap?
Hello Tony,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading technology at Navy Federal, I wanted to ask about something that comes up a lot with CIOs at credit unions and banks your size. Is the document production layer keeping pace with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed because the underlying platform is too brittle to touch?<br><br>At mega-scale, that friction gets expensive fast. Account statements, loan packages, regulatory disclosures, SWIFT confirmations — when those templates live in a system only a developer can modify, every compliance update or product change becomes a project. With millions of members, the queue never really clears.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help free up your architecture team from routine document maintenance. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: legacy blocking roadmap
Hello Tony,<br><br>Following up on what I sent about the document layer piece.<br><br>One example that might be relevant: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. That's a high-stakes, high-volume environment where a template error has real downstream consequences. By moving document ownership closer to the business and compliance teams, their developers stopped being the bottleneck for every change cycle.<br><br>At Navy Federal's scale, with millions of member-facing documents across lending, accounts, and regulatory reporting, that kind of architecture simplification matters. A disclosure update or product communication change shouldn't require a development sprint. The compliance team makes the change, within approval workflows IT controls, and it goes out the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: architecture simplification
Subject: One last thing, Tony
Hello Tony,<br><br>Sent you a couple of notes about the document infrastructure piece at Navy Federal. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
Hey Tony, appreciate the connection.
Sent you a few emails recently about the document layer blocking the modernisation roadmap, so you've got the context. At MHC we help financial services firms move template ownership off IT queues so the business side can make changes without a developer in the loop. HSBC ran into a similar situation managing SWIFT-connected templates and got that bottleneck cleared on the business side.
Given your role at Navy Federal, figured LinkedIn might be an easier place to have an actual conversation about it.
Worth a quick conversation to see if any of this is relevant?
Rodney
Meghan Gound
SVP, Digital
operations · vp
completed
tertiary
– none
🔥 Opted Out
influencer
seq 12
step 0/3
📋 CSFIN1.PDF
Angle: enterprise digital leadership and portfolio evolution
Hooks: Transition to SVP, Digital in Oct 2025 after leading the Enterprise Portfolio Management Office, 23-year tenure at Navy Federal across credit cards, marketing, and digital channels, Role in the 2013 mobile banking launch and current focus on member-facing digital experience
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Navy Federal
Hi Meghan,<br><br>Rodney here from MHC Automation.<br><br>Given your role leading digital at Navy Federal, I wanted to ask about something that comes up a lot at credit unions your size. With millions of members across military families and their households, are document template changes still routing through IT before anything goes out the door?<br><br>At that volume, every delay compounds. Account statements, loan packages, regulatory disclosures, compliance notices — when any of those need an update, the question is how fast the change actually gets made and who has to be involved. At most large institutions we talk to, the answer is still a developer, still a ticket, still a wait.<br><br>We work with 50+ financial services companies on their document infrastructure, including HSBC, Bank of America, and ING. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the friction between your business teams and the documents that reach your members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/rodney-frye/meeting-with-mhc
Pain angle: platform_evaluation
Hi Meghan,<br><br>Following up on what I sent about document template changes at Navy Federal.<br><br>One example worth sharing: HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. That's a high-stakes, high-volume document environment where accuracy and speed both matter. They moved the day-to-day change work off the developer team without losing the controls IT needs.<br><br>For a credit union operating at your scale, that pattern matters. When a regulatory disclosure changes or a new product rolls out, account statements, loan disclosures, and member notices have to reflect it fast. If every change still requires a developer, the timeline is whatever the queue allows.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Meghan
Hi Meghan,<br><br><a href="https://www.mhcautomation.com/customer-stories/financial-institutions-generate-payment-related-documents-with-speed-and-scale/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Financial%20Institutions">This covers how financial services companies handle it at scale</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Meghan, appreciate you connecting. I sent a few emails recently about the CCM evaluation piece I mentioned, so figured I'd reach out here too.
At MHC we help credit unions and banks move template ownership off the developer queue and to the business side. HSBC went through a similar evaluation and ended up migrating over 100 templates without pulling in IT for every change.
If any of this lands, feel free to reach out whenever.
Rodney
Brian Parker
VP, Member Experience Innovation
operations · vp
completed
tertiary
– none
influencer
step 0/3
📋 CSFIN1.PDF
Angle: Member experience modernization via digital documents.
Hooks: Current role leading Member Experience Innovation since March 2023., Focus on establishing the brand voice and protecting reputation for 14M+ members., Military background as a public affairs specialist, likely influencing your view on clear, mission-critical member comms.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Legacy CCM tech blocking the DT roadmap by creating a multi-week bottleneck for every template update.
—
Reframe: Member experience is only as modern as the documents behind it—break the IT dependency for self-service business control.
Subject: —
—
Proof: HSBC managed 100-200 templates and high-volume reports (SWIFT/statements) with MHC, ensuring massive scale didn't compromise speed. · Asset: CSFIN1.PDF
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Phil Arsenault
Vice President
operations · vp
completed
tertiary
– none
champion
step 0/3
📋 CSFIN1.PDF
Angle: strategic oversight of technical services at mega-scale credit union
Hooks: Experience managing large-scale technical operations for the world's largest credit union, Alignment with Navy Federal's focus on member-centric technology solutions, Potential oversight of high-volume member communications including loan packages and regulatory disclosures
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency bottleneck for every template change
—
Reframe: business-user self-service to reduce technical debt
Subject: —
—
Proof: HSBC (100-200 templates, SWIFT) | BoA, PNC, Santander, Fidelity · Asset: CSFIN1.PDF
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Excellus BlueCross BlueShield
excellusbcbs.com
· healthcare_medtech_pharma
· Rochester, US
Nonprofit health insurance provider serving nearly 1.5 million members across Upstate New York.
Document production uses RSA M.I.S. Print for resource replication and queue management across print environments. LinkedIn intelligence identifies CCM specialists with print production keywords.
Tier 3 score 46
Jamie
1001_5000 employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
PHP
HG Insights
RSA M.I.S. Print ⭐
HG Insights
⚡ Competitor case study found:
RSA (Rochester Software Associates)
Excellus BCBS implemented RSA's QDirect to automate and orchestrate print workflow across three centers, reducing staff manual time by 4 hours daily and consolidating device pools.
Strategic Initiatives
- Investment in Social Care Networks to address housing, nutrition, and transportation needs for members., Expansion of Value-Based Care collaborations with providers to reduce unnecessary medical costs.
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Insurance Health/Managed Care
Awareness: stage_3
Scale: large — members 1.43 million
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- Financial Result: Reported 2024 financial results showing 2% net margin and $108M operating loss; 2025 performance continues under pressure.
- Strategy Change: Announced termination of select Medicare Advantage plans for 2026 due to rising healthcare costs.
- Contract Renewal: Renewed telemedicine partnership with MDLIVE through 12/31/2028.
Contacts (17)
active: 6 completed: 9 queued: 2
6 active · 0 🔗
Jen Blake
Senior Principal of Architecture and Strategy
engineering · director
completed
tertiary
– none
↺ Bounced
decision_maker
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: enterprise architecture alignment with automated print orchestration
Hooks: your team's focus on enterprise and solution architecture at Excellus BCBS, the recent implementation of QDirect to orchestrate print workflows across three centers, experience with Xerox and EDS environments mentioned in your background
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at Excellus
Hi Jen,<br><br>Jamie here from MHC Automation.<br><br>Given your role in architecture and strategy at Excellus, I wanted to ask about something that comes up a lot with health plans your size. Is the document production layer keeping pace with the rest of your modernization roadmap, or is it one of those things that keeps getting pushed?<br><br>What I typically see: member communications like EOBs, ANOCs, denial letters, and prior auth notices are still tied to a print-era system that only a developer can touch. When a CMS disclosure requirement changes or a Medicaid state agency updates its NOA language, the business team flags it and then waits. The document layer becomes the slowest part of an otherwise moving architecture.<br><br>With your member base across Medicare Advantage and Medicaid managed care, that wait has real consequences at renewal and open enrollment.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that friction in the document layer. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Jen,<br><br>Following up on what I sent about the document layer piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance and ops teams handle template updates directly now, without routing every change through a developer.<br><br>That matters most when a CMS requirement shifts mid-year and the change has to touch ANOCs, SBCs, and member notices across your entire member base before a hard deadline. On legacy print composition systems, that's a developer project. On MHC, the people who know what the document should say make the change the same day.<br><br>Given your focus on architecture alignment, that's the part I'd want to walk through with you. How the document layer connects to your existing systems without adding another integration burden.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Jen
Hi Jen,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Jen, appreciate you connecting.
I sent a few emails recently about the document layer blocking the modernisation roadmap, so you've seen a bit of what we do. At MHC we help health plans move template ownership to the business side so IT isn't in the critical path for every communication change.
Optum went through something similar, consolidating 200-plus templates across their BCBS and Humana portfolios without it becoming a multi-year IT project.
If any of this lands, feel free to reach out whenever.
Jamie
Catherine Ciardi
Director, Document Service
operations · director
completed
primary
– none
champion
step 0/3
Angle: document_ops_optimization
Hooks: Leadership over Document Service at Excellus for 15+ years, Experience managing high-volume health plan publishing and fulfillment, Likely overseeing the recently posted 'Publishing Systems Engineer I' role for document maintenance
posture: peer CTA: soft type: problem_first
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Deborah Peterson
VP, Digital Strategy, Experience, and Delivery
operations · vp
completed
tertiary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Alignment on the balance between regulatory 'box-checking' and meaningful digital member experience improvements.
Hooks: Your observation at the Becker's Payer Roundtable about the tension between meeting regulations and truly expanding member experience., Excellus's recent focus on automating document orchestration through QDirect to regain staff hours., Your current Board role at Delphi Rise and focus on whole-person health equity.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: digital_transformation
—
Reframe: No vendor
Subject: —
—
Proof: T1_named · Asset: GUC3E41.PDF
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Nandini Labuhn
Director, Enterprise Portfolio Management Office (EPMO)
operations · director
completed
tertiary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: enterprise modernization & regulatory compliance
Hooks: Experience leading $8–10M portfolios including CMS regulatory programs and technology modernization., Background as a Solutions Architect at Excellus, specifically managing 3rd party vendor relationships., Focus on EPMO Modernization and Agile Transformation to drive customer experience and care quality.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: Legacy document systems often block the digital transformation roadmap, forcing business users to wait for IT tickets for every CMS-mandated template change.
—
Reframe: Modernizing CCM isn't just about documents; it's about removing the architectural lock-in that prevents EPMO from hitting strategic agility goals.
Subject: —
—
Proof: MHC Northstar helped Optum manage 200+ templates for BCBS/Humana, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
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Ravi Nareppa
Director of Software Engineering Solutions
engineering · director
completed
tertiary
– none
↺ Bounced
decision_maker
seq 13
step 1/3
📋 GUC3E41.PDF
Angle: document platform modernization & workflow orchestration
Hooks: your experience leading platform-wide UI and touch-screen initiatives at Xerox, Excellus' recent move to automate print orchestration with RSA QDirect, modernizing health care platforms to reduce the $108M operating loss tension
posture: peer CTA: soft type: differentiation_led
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Subject: Document workflow bottlenecks, Excellus
Hi Ravi,<br><br>Jamie here from MHC Automation.<br><br>Given your role in software engineering at Excellus, I wanted to ask about something that comes up a lot at health plans your size. When your compliance or operations teams need to update member-facing documents like EOBs, denial letters, or enrollment notices, does that still require a developer to touch the template?<br><br>At most plans we talk to, the answer is yes. A regulatory change comes in, someone files a ticket, and the document update sits in a queue behind everything else engineering is working on. The business side knows what needs to change, but they can't make the change themselves.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes
Hi Ravi,<br><br>Following up on what I sent about the template change bottleneck.<br><br>We recently worked with Natera on something similar. Their patient report turnaround went from 2.5 weeks to 2 days after their clinical and ops teams stopped having to route every document change through a developer.<br><br>The shift wasn't about replacing engineering. It was about removing the developer from the day-to-day change path for documents like member notices, authorization letters, and regulatory disclosures. When a CMS requirement changes or a state updates its adverse benefit determination language, the people who know what the document should say can update it directly, with controls in place.<br><br>That's what MHC NorthStar CCM does differently: the compliance or ops team makes the change the same day, without a ticket.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to alleviate developer scarcity
Subject: One last thing, Ravi
Hi Ravi,<br><br>Sent you a couple of notes about document workflow at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If document composition or template management ever becomes too much of a friction point for your team, feel free to reach out.
Proof: Natera reduced template turnaround from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Ravi, good to have you in the network.
Sent you a few notes recently about the IT ticket bottleneck on template changes, so you have some context on where we play. At MHC we help health plans move template ownership to the business side so engineering queues stop being the bottleneck on every document update. Natera got template turnaround from 2.5 weeks down to 2 days after making that shift, which gives you a rough sense of the drag those queues create.
Happy to reconnect here if the timing ever works.
Jamie
Chinmay Das
Vice President, Technology Innovation & AI
operations · vp
active
tertiary
– none
influencer
seq 13
step 1/3
📋 GUC3E41.PDF
Angle: AI-driven innovation and operational orchestration
Hooks: Your recent focus on building responsible AI teams and local LLM experimentation (Ollama/Gemma) at Excellus, The 2024 operating loss and 2026 MA plan shifts creating an urgent need for cost-efficient member communications, Excellus' successful automation of print workflows via QDirect to save 4 hours of manual labor daily
posture: peer CTA: soft type: problem_first
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Subject: Document layer keeping up with your AI roadmap?
Hi Chinmay,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading technology innovation and AI at Excellus, I wanted to ask about something that comes up a lot at regional health plans your size. When you're building out an AI and modernization roadmap, does the document production layer ever show up as a gap that's harder to fix than it should be?<br><br>What I usually hear is that member-facing communications, things like EOBs, prior authorization notices, denial letters, enrollment documents, are still running on platforms where any template change requires a developer. So when a CMS requirement shifts or a Medicaid state agency updates its notice format, the business team writes a ticket and waits. That kind of friction slows down everything around it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help remove that bottleneck from your modernization roadmap. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: digital_transformation -> modernization gaps: legacy blocking DT roadmap, CCM as missing piece.
Hi Chinmay,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and operations teams handle template changes directly now, without routing through a developer.<br><br>For a plan like Excellus, with member communications spanning Medicare Advantage, Medicaid, and commercial lines, that kind of flexibility matters. When CMS updates a disclosure requirement or a state agency changes the format for adverse benefit determination letters, the change happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor: All=general legacy pain (IT ticket for every change). E2=self-service alternative.
Subject: One more thing before I go quiet
Hi Chinmay,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction in your modernization work, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed over 200 templates for BCBS and Humana, streamlining complex payer communications. · Asset: GUC3E41.PDF
Chinmay, glad you connected. I sent a few emails recently about the document infrastructure gap in the modernisation work, so figured LinkedIn was worth a try.
At MHC we help health plans move CCM off the legacy layer so it stops blocking the broader roadmap. Optum used it to manage over 200 templates across BCBS and Humana plans, which gives you a sense of the scale it can handle on the payer side.
If any of this lands, feel free to reach out whenever.
Jamie
Cindy Langston
SVP & Chief Information Officer
engineering · c_level
queued
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: vendor_modernization_intercept
Hooks: Mention the recent 'Publishing Systems Engineer I' hiring push at Excellus for the Document Solutions team to maintain variable data composition systems., Reference their confirmed use of Elixir DPT and the current pressure to migrate legacy DesignPro tools to cloud-native architectures., Connect to the reported $108M operating loss as a driver for reducing high 'per-document' costs and IT dependency.
posture: peer CTA: soft type: problem_first
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Subject: Excellus document infrastructure
Hi Cindy,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT at Excellus, I wanted to ask about something we see come up a lot at regional Blues plans your size. Is document template management, things like EOBs, ANOCs, SBCs, and denial letters, still a developer dependency on your team? Meaning, when CMS changes a disclosure requirement, does that kick off an IT project instead of a same-day fix by the people who own the content?<br><br>I ask because Excellus is actively hiring Publishing Systems Engineers to maintain variable data composition systems. That tells me the document layer is still deeply technical, and at your member volume, that can slow down the compliance and ops teams who need to move fast. With a $108M operating loss reported for 2025, reducing IT dependency in document workflows seems like one of the levers worth looking at.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the technical overhead around your member communications. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: architecture_lock_in_risk
Hi Cindy,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Natera cut their patient report turnaround from 2.5 weeks to 2 days after moving off their legacy composition setup.<br><br>The common thread in both cases was getting the compliance and ops teams out of the IT queue for routine template changes. When a CMS requirement changes and it has to reach your member base fast across EOBs, ANOCs, and enrollment packets, the wait disappears because the people who own the content make the change directly, with controls in place. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing oversight.<br><br>If this resonates with what your team is working through, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: evaluate_before_committing
Subject: one last thing, Cindy
Hi Cindy,<br><br>Sent you a couple of notes about document infrastructure at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/">Here's how Optum approached consolidating their member communications onto a modern platform:</a><br><br>If the current document composition setup ever becomes too much of a friction point, especially with the modernization work ahead, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum managed 200+ complex templates (including BCBS/Humana) and Natera cut cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Cindy, appreciate you connecting. Sent a few emails your way recently around the architecture lock-in risk that comes with older document platforms, so figured I'd say hello here too.
At MHC we help health plans get template ownership off IT queues and onto the business side. Natera saw that shift pretty concretely, cutting document cycle times from two and a half weeks to two days after making the move.
Not sure if the timing is right at Excellus, but happy to reconnect here if the timing ever works.
Jamie
Kirstyn Cooley
Director, Customer & Stakeholder Experience
operations · director
active
tertiary
– none
champion
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: Recent CX certification and alignment with Excellus' focus on stakeholder transparency during a period of financial stabilization.
Hooks: Congrats on the recent Customer Experience Specialist (CXS) certification — clearly a focus on deepening that stakeholder trust., Noted the 2024 financial margin shifts; usually that puts a massive spotlight on operational efficiency in member comms like EOBs and ANOCs., Saw Excellus recently automated print orchestration with QDirect; looking at the 'upstream' document composition side for those EOBs next seems like the logical step.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Excellus
Hi Kirstyn,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading customer and stakeholder experience at Excellus, I wanted to ask about something we see come up a lot at health plans your size. When your team needs to update member-facing communications, does that change go through IT, or can your team handle it directly?<br><br>The reason I ask: at plans running older document infrastructure, even a small change to something like a member notice or enrollment confirmation requires an IT ticket and a developer. When you're trying to move quickly on transparency or experience improvements, that wait can be a real blocker.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait for change
Hi Kirstyn,<br><br>One more thought on the document change piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance and ops teams make changes directly, without waiting on a developer each time.<br><br>That matters especially when a CMS disclosure requirement shifts or a state notice has to go out fast. With your member base, a delay in updating the right template can mean thousands of communications going out wrong before anyone catches it.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Kirstyn
Hi Kirstyn,<br><br>Sent you a couple of notes about document infrastructure at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes ever become too much of a friction for your team, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Hey Kirstyn, appreciate you connecting.
I sent a few emails over the past couple weeks about the IT ticket bottleneck on template changes, so you've got the general idea of what we do at MHC. We help health plans move that ownership to the business side so document updates don't sit in a queue.
Natera cut their turnaround from two and a half weeks down to two days after making that shift, which stuck with me as a before-and-after that actually means something for teams like yours.
Happy to reconnect here if the timing ever works.
Jamie
Stephanie Fraser
Director; Marketing and Growth Innovation & Transformation
operations · director
queued
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: Transformation leadership and cross-functional technology ownership
Hooks: Your recent promotion to Director of Marketing and Growth Innovation & Transformation and your role as business owner for Salesforce, Recent 2025 operating loss report of $108M and the subsequent need for operational efficiency to protect margins, Excellus's recent hiring for a Publishing Systems Engineer to maintain legacy document systems
posture: peer CTA: soft type: problem_first
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Subject: Excellus member docs
Hi Stephanie,<br><br>Chris here from MHC Automation.<br><br>Given your role in innovation and transformation at Excellus, I wanted to ask about something that comes up a lot at regional Blues plans your size. With your member base, does updating documents like EOBs, ANOCs, or denial letters still run through a developer or a specialized publishing system before anything goes out the door?<br><br>I ask because Excellus is currently hiring a Publishing Systems Engineer to maintain document composition tools and handle variable data workflows. That's a signal we see pretty often at plans navigating a modernization push. The people who know what the documents should say are waiting on the people who know how to update the system. With documents like SBCs, welcome kits, and enrollment packets in the mix, that lag adds up fast.<br><br>We work with 60+ insurance organizations on their document infrastructure, including Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person for this, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/chris-raffield/mhcnorthstar
Pain angle: Elixir DPT: IT/DocOps architecture lock-in risk during transformation
Hi Stephanie,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br>We recently worked with Natera on their patient communications. They cut their document cycle time from 2.5 weeks to 2 days. The change came from letting the clinical and ops teams update templates directly, with controls in place, instead of routing every change through a developer queue. For a plan managing EOBs, ANOCs, and denial letters at your volume, that kind of turnaround matters, especially when a CMS disclosure requirement changes and it has to reach your full member base fast.<br><br>Given the $108M operating loss Excellus reported this year, I'd imagine there's pressure to find efficiencies without adding headcount or extending vendor dependencies. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without adding risk to compliance or IT governance.<br><br>If this resonates, happy to chat in the days or weeks to come. I can send over some materials first if that's easier.
Reframe: Evaluation of cloud-native alternatives vs. legacy vendor cloud pushing
Subject: one last thing, Stephanie
Hi Stephanie,<br><br>Sent you a couple of notes about document infrastructure at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/your-document-platform-shouldnt-be-your-biggest-liability/">Our team put together a resource on how we work with insurance organizations running legacy document platforms. It covers the architecture lock-in risk and how plans like yours have approached it.</a><br><br>If current document composition processes become too much of a friction point, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Natera reduced cycle time from 2.5 weeks to 2 days for complex healthcare communications · Asset: GUC3E41.PDF
Stephanie, good to have you in the network.
Sent you a few notes over email about the architecture lock-in risk that can surface when a transformation programme runs into the document layer. Didn't want to just leave it there.
At MHC we help health plans move template ownership off IT queues so the business side can drive changes directly. Natera got complex healthcare communications down from a 2.5 week cycle to two days once that handoff changed.
Given what you're working on at Excellus, worth a quick conversation to see if any of this is relevant?
Chris
Michael McCarthy
Director, Business Applications
engineering · director
completed
tertiary
– none
decision_maker
step 0/3
📋 GUC3E41.PDF
Angle: strategic focus on legacy systems modernization and print orchestration automation
Hooks: Experience in legacy systems modernization and strategic application planning at Excellus, Implementation of RSA QDirect to automate print workflows and reduce manual labor by 4 hours daily, Background in Director - Enterprise Architecture role at Excellus BCBS
posture: peer CTA: soft type: differentiation_led
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Subject: —
—
Pain angle: legacy blocking roadmap
—
Reframe: architecture simplification
Subject: —
—
Proof: Optum managed 200+ templates for BCBS/Humana and Natera reduced cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
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Alex Levi
Vice President Customer Operations
operations · vp
completed
tertiary
– none
↺ Bounced
champion
seq 13
step 1/3
📋 GUC3E41.PDF
Angle: strategic operational efficiency amid $108M operating loss
Hooks: Excellus 2024 operating loss of $108M, QDirect implementation for print orchestration, Nickname 'the people\'s VP' and focus on equipping teams with modern tech
posture: peer CTA: soft type: problem_first
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Subject: Document changes at Excellus
Hi Alex,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Customer Operations at Excellus, I wanted to ask about something that comes up a lot at plans your size. When your team needs to update member-facing documents like EOBs, denial letters, or prior authorization notices, does that still require going through IT and waiting on a developer to make the change?<br><br>At health plans with your member base, that dependency adds up fast. A regulatory notice needs updated language, a CMS requirement changes, and suddenly it's a ticket in a queue instead of a same-day fix. The people who know what the document should say aren't the ones who can change it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your IT team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Alex,<br><br>Following up on what I sent about the template bottleneck piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly without a developer in the loop.<br><br>That matters especially at open enrollment or when CMS updates a disclosure requirement and your team needs updated EOBs, ANOCs, or member notices out to your full member base fast. On MHC NorthStar CCM, the business side handles those updates with controls in place, so the wait disappears.<br><br>Given where Excellus is focused right now on tightening operations, removing that IT dependency from routine document changes is one of those things that's easier to act on than it looks. If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Alex
Hi Alex,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Alex, appreciated you connecting.
Sent you a few notes recently about the IT ticket bottleneck on template changes. Figured LinkedIn was worth a try since email only goes so far.
At MHC we help health plans move template ownership to the business side so changes don't sit in a developer queue. Natera cut their turnaround from two and a half weeks to two days doing exactly that.
If any of this lands, feel free to reach out whenever.
Jamie
Sherry Fraser
Director, Operations
operations · director
active
tertiary
– none
champion
seq 11
step 1/3
📋 GUC3E41.PDF
Angle: operational efficiency amidst financial headwinds and CMS compliance
Hooks: Leadership of operational teams at Excellus during the pivot away from select Medicare Advantage plans for 2026, Focus on automating print workflows and orchestrating complex document outputs like EOBs and ANOCs, Balancing the $108M operating loss with the need for scalable, self-service member communication tools
posture: challenger CTA: medium type: differentiation_led
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Subject: Document changes at Excellus
Hi Sherry,<br><br>Jamie here from MHC Automation.<br><br>Given your role in operations at Excellus, I wanted to ask about something that comes up a lot at health plans your size. Does updating member-facing documents like EOBs, ANOCs, or SBCs still require going through IT and waiting on a developer to touch the template?<br><br>At plans managing a large member base across Medicare Advantage and Medicaid, that dependency adds up fast. A regulatory change or CMS requirement hits, and instead of your ops or compliance team handling it directly, it becomes an IT ticket. Open enrollment doesn't wait on ticket queues.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit. If you're not the right person at Excellus, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and manual orchestration for EOB/ANOC cycles creates a bottleneck that high-paid teams shouldn't have to navigate, especially while managing 2026 plan terminations.
Hi Sherry,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Before that, every template change was a developer project.<br><br>For a plan like Excellus, with Medicare Advantage and Medicaid managed care running in parallel, that matters. When CMS updates a disclosure requirement, or a state agency changes the required language on a Notice of Action, your team needs to move fast. With your member base, a slow change cycle touches a lot of people.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows and controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't just automate the print queue with QDirect; eliminate the 'template tax' by giving business users direct control over EOC and SBC updates without developer tickets.
Subject: One last thing, Sherry
Hi Sherry,<br><br>Sent you a couple of notes about document operations at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for BCBS and Humana, while Natera slashed cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
Sherry, good to have you in the network.
Sent you a few emails about the IT dependency piece on your EOB and ANOC cycles. At MHC we help health plans get template ownership onto the business side so those changes stop sitting in a developer queue. Natera cut their document cycle times from two and a half weeks down to two days after making that shift, which tends to matter when you're running plan termination timelines on top of everything else.
If any of this lands, feel free to reach out whenever.
Jamie
Jennifer Barton
Vice President of Claims
operations · vp
active
tertiary
– none
champion
seq 11
step 1/3
📋 GUC3E41.PDF
Angle: Claims operational efficiency and legacy modernization impact on member experience.
Hooks: Ongoing leadership in Claims operations at Excellus BCBS since 2017., Alignment with Excellus' 2024 goal of managing operating margins through process automation., Recent QDirect implementation for print orchestration as a foundation for broader CCM modernization.
posture: challenger CTA: medium type: differentiation_led
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Subject: Claims docs and IT dependency
Hi Jennifer,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading Claims at Excellus, I wanted to ask about something that comes up a lot at health plans your size. When a denial letter or claims correspondence needs to be updated, does that still require going through IT and waiting on a developer to make the change?<br><br>At plans with your member base, that dependency tends to slow things down in ways that are hard to quantify but easy to feel. A regulatory tweak to an adverse determination notice becomes a ticket. A CMS disclosure update sits in a queue. The people who actually know what the document should say are waiting on someone who knows the system.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that IT dependency on the claims correspondence side. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and manual bottlenecks in claims correspondence and denial letters.
Hi Jennifer,<br><br>Following up on what I sent about IT dependency on claims documents.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team makes changes directly, without routing through a developer.<br><br>That matters most when something changes fast. A state notice requirement, a CMS disclosure update, an adverse benefit determination format that needs to go out to members at scale. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transforming claims docs from a compliance liability into a self-service operational win.
Subject: One last thing, Jennifer
Hi Jennifer,<br><br>Sent you a couple of notes about claims document workflows at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction on the claims side, feel free to reach out.
Proof: Natera (2.5wk to 2 days) or Optum (200+ templates managed via BCBS infrastructure). · Asset: GUC3E41.PDF
Hey Jennifer, glad we're connected here.
I sent a few emails over the past couple of weeks about the IT dependency piece on claims correspondence and denial letters. Didn't want to just leave that in the inbox.
At MHC we help health plans get template ownership onto the business side, off the developer queue. Optum is managing 200-plus templates through that kind of setup now, which tends to move things faster when correspondence volumes are what they are in claims.
Happy to reconnect here if the timing ever works.
Jamie
Jenna McKenzie
VP Marketing, Customer Experience & Strategy
operations · vp
completed
primary
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↺ Bounced
influencer
seq 9
step 1/3
📋 GUC3E41.PDF
Angle: Customer Experience & Operational Efficiency
Hooks: Ongoing hiring for 'Publishing Systems Engineer' to maintain your document ecosystem, Your focus on 'Customer Experience and Strategy' amidst recent $108M operating losses, Managing complex member communications like ANOCs and EOBs using Elixir DPT
posture: peer CTA: soft type: problem_first
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Subject: Document ops at Excellus
Hi Jenna,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing customer experience and strategy at Excellus, I wanted to ask about something we see come up a lot at health plans your size. When a member communication needs to change, whether that's a coverage notice, an enrollment document, or a regulatory update, does your team have to go through a developer or a specialized publishing engineer to get it done?<br><br>At plans running older document composition environments, that dependency is pretty common. A compliance deadline hits or a CMS requirement changes, and the bottleneck isn't the content. It's the system. Your member communications team knows what the document needs to say, but can't touch the template without IT in the loop.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce that dependency so your team can move faster on member-facing changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT vendor-push for Cloud upgrades creates unnecessary architecture lock-in and migration risk.
Hi Jenna,<br><br>Following up on what I sent about the template dependency piece.<br><br>We recently helped <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> manage 200+ complex templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. What used to take weeks was turning around in days.<br><br>The shift that made that possible was getting the business users, compliance, comms, ops, into the template directly. IT stopped being the bottleneck for every document change. When a regulatory notice had to go out to their full member base, the change happened the same day, not after a ticket queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of a forced upgrade, evaluate if moving document composition to business users can solve the 'Publishing Systems Engineer' dependency.
Subject: One last thing, Jenna
Hi Jenna,<br><br>Sent you a couple of notes about document ops at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for BCBS/Humana and reduced turnaround from weeks to days with MHC. · Asset: GUC3E41.PDF
Jenna, good to have you in my network.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, specifically around the architecture lock-in risk that vendor-pushed cloud migrations tend to create. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help health plans get template ownership off IT queues and onto the business side. Optum ran into something similar managing 200+ complex templates across BCBS and Humana accounts and got turnaround down from weeks to days after making the switch.
Worth a quick conversation to see if any of this is relevant?
Jamie
Carolyn Stiles
Manager, Customer Experience Strategy & Operations
operations · manager
active
primary
⏳ pending
champion
seq 3
step 2/3
📋 GUC3E41.PDF
Angle: strategic_cx_modernization
Hooks: Current focus on external storytelling and brand consistency at Excellus BCBS, Recent leadership appointment of Dr. Martin Stallone as EVP, Excellus's focus on managing complex member comms like EOBs and ANOCs during 2025 financial headwinds
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document updates at Excellus
Hi Carolyn,<br><br>Jamie here from MHC Automation.<br><br>Given your role in customer experience strategy at Excellus, I wanted to ask about something we see come up a lot at health plans your size. Does every change to a member-facing document still require going through IT and waiting on a developer to touch the template?<br><br>For a lot of plans managing Medicare Advantage and Medicaid communications, that wait is the norm. EOBs, SBCs, regulatory notices, even small language updates have to go through a ticket queue before anything changes. When you're running a CX modernization effort, that's a real friction point.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on member communications without the IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT architecture lock-in and the bottleneck created by IT dependency for every template update, especially critical for high-volume EOB/SBC documents.
Hi Carolyn,<br><br>Following up on what I sent about the document change bottleneck.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles updates directly now. The ticket never gets written.<br><br>For a plan like Excellus, with Medicare Advantage and Medicaid populations to serve, that matters. A CMS disclosure change or a state-required language update to a member notice shouldn't be a developer project. It should be a same-day change.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path, with approval workflows built in so IT stays in control of the guardrails.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Instead of defaulting to a vendor-pushed Cloud upgrade that risks further lock-in, evaluate how a business-user self-service model can reduce the $150K+ developer scarcity burden.
Subject: One last thing, Carolyn
Hi Carolyn,<br><br>Sent you a couple of notes about document infrastructure at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction for your CX work, feel free to reach out.
Proof: Optum successfully managed over 200 templates for BCBS/Humana plans, while Natera reduced cycle times from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Carolyn, good to connect.
I sent a few emails recently about the Elixir lock-in and getting EOB and SBC template changes off the IT queue. Figured LinkedIn might be a better place to continue that conversation.
At MHC we help health plans move template ownership to the business side so document updates stop waiting on developer tickets. Optum used that approach to manage 200-plus templates across their BCBS and Humana plans, and Natera cut cycle times from two and a half weeks down to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Sal Viavattene
IT Director of Operations
engineering · director
completed
primary
– none
↺ Bounced
decision_maker
seq 5
step 1/3
📋 GUC3E41.PDF
Angle: IT Ops & Automation Leadership
Hooks: Leadership at Excellus BCBS overseeing Service Delivery and IT Operations since July 2023., Proven track record of reducing Service Desk backlogs by 75% through process standardization and automation., Expertise in consolidating print resources and managing multi-million dollar PC and printer replacement budgets at Harris Corporation.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops bottleneck at Excellus
Hi Sal,<br><br>Jamie here from MHC Automation.<br><br>Given your role running IT operations at Excellus, I wanted to ask about something that comes up a lot with health plans your size. Is your team still the bottleneck for every document template change, or have you found a way to hand that off to the business side?<br><br>What I typically hear from IT directors at regional Blues plans is that things like member notices, SBCs, ANOCs, and enrollment documents still require a developer to touch them whenever something changes. Regulatory update, CMS notice revision, open enrollment push. Every one of those is a ticket in someone's queue.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT: IT architecture lock-in risk and the developer scarcity bottleneck ($150K+ per dev) for maintaining legacy document components.
Hi Sal,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 complex templates across BCBS and Humana plan types onto MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. They cut template change cycles from 2.5 weeks down to 2 days.<br><br>The shift that made that possible was letting the compliance and ops teams handle routine changes directly. IT stopped being the path everything had to travel through. When a CMS disclosure requirement changes or an ANOC has to go out at open enrollment scale, the people who know what the document should say are the ones making the update.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Vendor-driven cloud upgrades often force architecture decisions; evaluate if business-user self-service for SBCs and ANOCs can offload the IT ticket queue.
Subject: One last thing, Sal
Hi Sal,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: Optum transitioned 200+ complex templates to Northstar, reducing change cycles from 2.5 weeks to just 2 days. · Asset: GUC3E41.PDF
Hey Sal, good to be connected.
Sent you a few emails about the Elixir architecture lock-in piece and what dev scarcity costs when template changes keep landing in the engineering queue. Figured I'd reach out here too.
At MHC we help health plans move that template ownership to the business side so IT isn't the bottleneck on every change. Optum moved 200+ complex templates onto MHC and got change cycles down from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Misty Postol
Vice President, Provider Relations and Communications
operations · vp
active
primary
⏳ pending
champion
seq 3
step 2/3
📋 GUC3E41.PDF
Angle: vendor_upsell_intercept x provider experience focus
Hooks: Leadership recognition at the Genesis Group's 24th Annual Regional Healthcare Recognition, Strategic focus on translating regulatory policy into provider-facing clarity, Engagement with the Healthcare Payers Transformation Assembly regarding operational innovation
posture: peer CTA: soft type: problem_first
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Subject: Provider comms at Excellus
Hi Misty,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing provider relations and communications at Excellus, I wanted to ask about something we see come up a lot at health plans your size. When a provider contract changes or a network notice needs to go out, does updating the actual documents still require going through a developer or a print vendor before anything can move?<br><br>With your member base and the provider communications volume that comes with it, that dependency adds up fast. A template sitting in a queue while a change is pending means letters, remittance notices, and provider correspondence go out late or inconsistent. And when your team is trying to move quickly on value-based care communications or social care network outreach, that lag is real.<br><br>We work with 60+ insurance organizations on their document infrastructure, including companies like Guardian Life, Allstate, and Acuity. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster control over provider-facing documents without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Elixir DPT Cloud migration pressure vs. provider comms accuracy during financial tightening ($108M loss)
Hi Misty,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. At that kind of volume, the savings are hard to ignore, but the bigger shift was speed. Their ops team started making template changes directly instead of waiting on a vendor or a developer.<br><br>For a plan like Excellus, where provider communications have to be accurate during contract cycles and your social care outreach needs to reach members fast, that kind of turnaround matters. When a notice has to go to thousands of providers or members and the language has to be right, the wait disappears when the people who know what the document should say can update it themselves.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Avoid Elixir architecture lock-in; evaluate vendor-neutral self-service to reduce the $4/document legacy cost
Subject: One last thing, Misty
Hi Misty,<br><br>Sent you a couple of notes about document infrastructure at Excellus. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Allied Benefits eliminated $4/doc across 1M+ communications; Natera reduced cycle times from 2.5 weeks to 2 days · Asset: GUC3E41.PDF
Misty, good to have you connected here. I sent a few emails recently about the document infrastructure side of things, specifically the migration pressure layered on top of keeping provider comms accurate when every dollar is under scrutiny.
At MHC we help health plans move template ownership to the business side so changes don't queue through IT. Allied Benefits cut costs by $4 per document across more than a million communications, and Natera brought cycle times down from two and a half weeks to two days.
Worth a quick conversation to see if any of this is relevant?
Jamie
Blue Cross and Blue Shield of Minnesota
bluecrossmn.com
· healthcare_medtech_pharma
· Eagan, US
A nonprofit health insurer providing medical and dental coverage to residents across all Minnesota counties.
A former Application Delivery Technical Lead at Blue Cross and Blue Shield of Minnesota confirms technical lead responsibilities for HP Exstream CCM software and IBM Datacap. Additionally, a Principal Systems Analyst profile highlights designing and delivering customer communication using Quadient I
Tier 3 score 46
Jamie
⭐ HP Exstream
1001_5000 employees · 1b_plus
Technology & Competitors
Blue Care Advisor
HG Insights
Doubleclick.Net
HG Insights
Strategic Initiatives
- Reduction of administrative expenses and healthcare costs to drive member savings., Enterprise-wide evaluation and integration of responsible AI to enhance member experience.
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: large — Total enrollment 3,000,000+
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- leadership_change: David Im joined as Chief Operating Officer
- previously overseeing enrollment and fulfillment for 26M members at Centene.
- leadership_change: Allysia Jenkins appointed VP of Health Solutions; Benjamin Pepin appointed VP of Affordability to lead enterprise improvement.
- financial_event: Reported $10.4B premium revenue for 2025 with an operating loss of $353M
- signaling high pressure for cost-containment initiatives.
Contacts (10)
active: 9 completed: 1
9 active · 0 🔗
Steven Nelson
VP IT Operations
engineering · vp
completed
tertiary
– none
decision_maker
step 0/3
P0P1AP1BP2AP2BP2CP3P4
Subject: —
—
Pain angle:
—
Reframe:
Subject: —
—
Proof:
—
Heidi McNeil
Vice President of Strategy and Marketing
operations · vp
active
tertiary
⏳ pending
influencer
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: strategic modernization alignment
Hooks: Current role as VP of Strategy & Marketing at BCBS MN since 2013, Focus on shaping future organization and National Solutions, Alignment with recent leadership changes including David Im as COO
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes at BCBS Minnesota
Hi Heidi,<br><br>Jamie here from MHC Automation.<br><br>Given your role in strategy and marketing at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something we see come up a lot at health plans your size. When your team needs to update member-facing communications, like enrollment confirmations, EOBs, or regulatory notices, does that still require going through IT and waiting on a developer to touch the template?<br><br>At plans running older document platforms, that dependency tends to create real friction. A CMS disclosure update, a benefit change notice, a state-required revision to an adverse action letter. Each one becomes a ticket, a queue, a wait. The people who actually know what the document needs to say are standing by while someone else makes the change.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team move faster on member communications without adding IT overhead. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: OpenText/Quadient: All=IT dependency bottleneck for every template change. E2=business-user self-service.
Hi Heidi,<br><br>Following up on what I sent about the template change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle updates directly now. The wait disappears.<br><br>That matters especially when a CMS requirement shifts mid-year or a state Medicaid agency changes the required language on a notice of action. At your member volume, those changes have to go out fast and accurate across a lot of document variants. On MHC NorthStar CCM, the compliance team makes the change directly, with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Heidi
Hi Heidi,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Heidi, appreciate you connecting.
I sent a few emails about the IT ticket bottleneck on template changes and figured LinkedIn might be a better place to continue the conversation. At MHC we help health plans move template ownership to the business side so changes don't have to route through a developer queue.
Optum went through a similar shift across 200+ templates, which might be relevant given the BCBS and Humana populations they manage.
Worth a quick conversation to see if any of this is relevant?
Jamie
David Im
Chief Operating Officer
operations · c_level
active
tertiary
– none
champion
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: strategic operational leadership & military principles
Hooks: your transition to COO at BCBS MN in Feb 2025 and your background overseeing fulfillment services for 26M members at Centene, your commitment to military leadership principles like 'unity of effort' and 'keeping subordinates informed' as anchors for communication, the operational oversight you now have for claims, customer service, and IT systems at BCBS MN
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops at BCBS MN
Hi David,<br><br>Jamie here from MHC Automation.<br><br>Given your role as COO at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something we see come up a lot at health plans your size. When your compliance or member communications team needs to update a regulatory notice or member letter, does that change still have to go through IT before it goes out?<br><br>At plans with your member base, that dependency adds up fast. A change to a required disclosure, a new benefit notice, an enrollment confirmation, and suddenly it's a ticket in a queue instead of a same-day update. The people who know what the document should say are waiting on a developer who knows the system.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if we can help your ops team move faster on member-facing documents. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi David,<br><br>One more thought on the IT dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams make changes directly now. The ticket never gets written.<br><br>That matters especially when a CMS disclosure requirement changes and member notices have to go out accurately and on time across your full member base. On most legacy systems, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, David
Hi David,<br><br>Sent you a couple of notes about document ops at Blue Cross MN. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition or CCM processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey David, glad you connected.
Sent you a few emails about the IT ticket bottleneck on template changes, so you've seen where I'm coming from. At MHC we help health plans move template ownership to the business side so document updates stop sitting in a developer queue. One thing that sticks with me from similar work: Natera cut turnaround on template changes from two and a half weeks down to two days after making that shift.
Worth a quick conversation to see if any of this is relevant?
Jamie
Scott Golmen
Director, Customer Service
operations · director
active
tertiary
⏳ pending
champion
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: recent_transition_efficiency_focus
Hooks: Joined Blue Cross MN as Director of Customer Service in late 2024 from VP role at UCare, Six Sigma Black Belt background with a track record of fixing broken processes at Voya and Ameriprise, Leading 250+ reps focusing on Medicare and Medicaid where document accuracy in EOBs and ANOCs is critical
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document changes slowing your team down?
Hi Scott,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading customer service at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up a lot for teams your size. When a member communication needs to be updated, does that still require an IT ticket and a wait before your team can act on it?<br><br>For organizations with a member base like yours, that lag shows up in real ways. EOBs with outdated language, notices that don't reflect current plan rules, correspondence that your reps have to work around instead of rely on. The people closest to members often have no path to fix the document directly.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce that friction for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: The 'IT-Ticket-Wait' tension for document changes (EOBs, SBCs) that creates friction for the 250+ reps he leads.
Hi Scott,<br><br>Following up on what I sent about the document change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their ops team stopped waiting on developers every time a notice required an update.<br><br>That matters especially when a regulatory disclosure or CMS requirement has to go out accurately to your full member base. When the compliance or ops team can make the change directly, with controls in place, the wait disappears. Your reps are working from current documents instead of flagging exceptions.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Reframe HP Exstream dependency as a bottleneck to member empathy and the 'effortless experience' he champions.
Subject: One last thing on member comms
Hi Scott,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum (T1) managed 200+ templates and saw significant speed gains; Allied Benefits eliminated $4/doc costs for 1M+ communications. · Asset: GUC3E41.PDF
Hey Scott, appreciate the connection.
Sent you a few emails about the IT ticket bottleneck on template changes, specifically around documents like EOBs and SBCs. Figured LinkedIn might be a better place to continue that conversation given how the inbox gets.
At MHC we help health plans move template ownership to the business side so those changes don't sit in a queue. Optum got there with 200+ templates and saw real speed gains, and Allied Benefits cut costs down to near zero on over a million communications.
With 250 reps depending on accurate documents, that friction adds up fast.
Happy to reconnect here if the timing ever works.
Jamie
Jeffrey Young
VP Digital Product Engineering
operations · vp
active
tertiary
– none
influencer
seq 13
step 1/3
📋 GUC3E41.PDF
Angle: strategic infrastructure modernization under new operational leadership
Hooks: your team's focus on digital product engineering under David Im's new COO tenure, transition from Prime Therapeutics to leading digital engineering at BCBSMN, managing HP Exstream's footprint across high-volume healthcare documents like EOBs and ANOCs
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure at BCBS MN
Hi Jeffrey,<br><br>Jamie here from MHC Automation.<br><br>Given your role in digital product engineering at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up often at health plans your size. Does your team still own the build and maintenance path for member-facing document templates, or has that been handed off to the business side?<br><br>The reason I ask: at most large payers, the document layer is one of those things that never quite makes it onto the modernization roadmap. EOBs, member notices, enrollment confirmations, prior auth letters. They're critical communications, but every change still routes through a developer. With your member base, that queue adds up fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your engineering team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hi Jeffrey,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles changes directly instead of waiting on a developer.<br><br>For a plan managing member communications across commercial, Medicare, and Medicaid lines, that kind of flexibility matters. A CMS disclosure update or a state notice requirement doesn't have to become a sprint ticket. The people who need to make the change can make it the same day, with approval workflows built in.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to break the IT dependency bottleneck.
Subject: One last thing, Jeffrey
Hi Jeffrey,<br><br>Sent you a couple of notes about document infrastructure at Blue Cross MN. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction on your modernization roadmap, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Jeffrey, good to be connected.
Sent you a few emails recently about the document infrastructure gap in the modernisation work, so you have some context on where I'm coming from. At MHC we help health plans move template ownership off the IT queue and to the business side.
Optum went from managing 200-plus templates through a developer backlog to business teams owning changes directly. Given BCBS Minnesota's footprint, that kind of shift tends to matter when roadmap capacity is already stretched.
If any of this lands, feel free to reach out whenever.
Jamie
Travis Paulson
Senior Director, Enterprise Data Solutions & Product Management
engineering · vp
active
tertiary
⏳ pending
decision_maker
seq 12
step 2/3
📋 CUSTOM1.PDF
Angle: enterprise data transformation leader
Hooks: Your 15-month migration of 140TB to AWS Redshift, beating market benchmarks for speed and scale., Focus on aligning enterprise data infrastructure with AI readiness and long-term business objectives., Experience across major institutions like Wells Fargo and U.S. Bank in digital transformation and payments.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at BCBS MN
Hi Travis,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading enterprise data solutions at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up a lot on the infrastructure side. When your team is driving data modernization initiatives, does the document production layer keep pace, or does it end up as a dependency that slows things down?<br><br>What I usually hear from teams in similar roles is that the document stack sits outside the modernization roadmap until it becomes a blocker. Member-facing communications like EOBs, prior authorization notices, and enrollment documents are still tied to legacy composition systems that require developer involvement for every change. That creates a bottleneck when the rest of the architecture is moving fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce technical debt on the document side while your broader modernization work moves forward. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: it_architecture -> technical debt: migration risk, developer scarcity, and architecture simplification for document-heavy workflows.
Hi Travis,<br><br>Following up on what I sent about the document infrastructure piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. That kind of consolidation matters when you're also trying to simplify the underlying architecture.<br><br>The way it worked for their team: compliance and operations staff handle template changes directly, with controls in place. IT stops being the bottleneck for every update to member communications. When a CMS disclosure requirement changes or a state-specific notice needs updating, the change happens the same day instead of waiting on a development queue.<br><br>With your member base across commercial, Medicare, and Medicaid lines, that's a lot of document variants that have to stay accurate and compliant across plan types. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Platform modernization: Evaluating if legacy HP Exstream is a liability to your 'cloud-native' roadmap or if it creates an architecture lock-in risk.
Subject: One last thing, Travis
Hi Travis,<br><br>Sent you a couple of notes about document infrastructure at BCBS MN. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) optimized 200+ templates for BCBS/Humana workflows, modernizing their document tech stack. · Asset: CUSTOM1.PDF
Hey Travis, good to connect.
Sent you a few emails about the developer scarcity and migration risk piece on document-heavy workflows. Didn't want to just leave it at that now that we're connected here.
At MHC we help health plans move template ownership off IT queues so the business side can manage changes directly. Optum went through something similar and modernised 200+ templates across their BCBS and Humana workflows without the rebuild risk that usually comes with those migrations.
Worth a quick conversation to see if any of this is relevant?
Jamie
Mollie Wigen
Director of Customer Experience
operations · director
active
tertiary
⏳ pending
champion
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: Mollie's focus on CX strategy and digital transformation at BCBSMN, specifically her work in reducing call center volume and scaling customer-centric operating models.
Hooks: Your work scaling the customer-centric operating model at BCBSMN, specifically driving a 225% NPS increase., Mentioning the $1M/year call center savings achieved through root cause analysis of CX data., The challenge of maintaining digital customer navigation (like your $10M project) when legacy document systems often create 'dead ends' for members.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document updates at BCBSMN
Hi Mollie,<br><br>Jamie here from MHC Automation.<br><br>Given your role in CX at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up a lot for health plans your size. When your team needs to update a member-facing document, does that still require an IT ticket and a wait before anything goes out?<br><br>For a lot of health plans, the people who know what a member communication should say, your CX or compliance team, can't touch the template directly. A change to an EOB or a denial letter or an enrollment document turns into a developer project. That lag shows up in the member experience before it ever shows up in a ticket queue.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something useful here for your team. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change.
Hi Mollie,<br><br>Following up on what I sent about the document update bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams can make template changes directly now, without routing everything through a developer.<br><br>That matters especially when a CMS requirement shifts or a state disclosure has to go out fast to a large member base. The change happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Business-user self-service to eliminate the 'IT ticket wait' for document updates.
Subject: One last thing, Mollie
Hi Mollie,<br><br>Sent you a couple of notes about document workflows at BCBSMN. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition or CCM processes become too much of a friction for your team, feel free to reach out.
Proof: Optum (UnitedHealth Group) managed over 200 templates for BCBS and Humana plans, significantly reducing deployment time. · Asset: GUC3E41.PDF
Appreciate you connecting, Mollie. I sent a few emails your way over the past few weeks about the IT ticket bottleneck on template changes, so good to have a direct line here.
At MHC we help health plans move template ownership to the business side so changes don't queue through a developer. Optum ran over 200 templates for BCBS and Humana plans through that model and cut deployment time significantly, which tends to be the part that resonates with teams in your position.
Happy to reconnect here if the timing ever works.
Jamie
Srinivas Allamsetti
Director, Technology & Automation
engineering · director
active
tertiary
⏳ pending
decision_maker
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: Alignment with recent leadership shift and FinOps focus
Hooks: Experience building member and provider self-service portals, Background in FinOps and Cost Transformation relative to the recent $353M operating loss, Direct report alignment with David Im’s new focus on enrollment and operations
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at BCBS MN
Hi Srinivas,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading technology and automation at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up a lot with teams like yours. Does keeping member-facing documents current still require developer time every time something needs to change, whether that's regulatory notices, EOBs, prior authorization letters, or enrollment communications?<br><br>What we typically see is that the document layer ends up being one of those things that slows down the broader automation roadmap. A compliance change or a CMS update comes in, and instead of the ops or compliance team handling it directly, it becomes an IT ticket. At your member volume, that wait has real cost.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is dealing with. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: The developer scarcity and technical debt inherent in HP Exstream is likely bottlenecking your portal modernization and automation roadmap.
Hi Srinivas,<br><br>Following up on what I sent about the document infrastructure piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team handles changes directly. IT stops being the bottleneck for every update.<br><br>That matters especially when a CMS disclosure requirement changes and your team has to push accurate, compliant notices to members across commercial, Medicare, and Medicaid lines at the same time. On legacy document platforms, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>Given the FinOps focus your team is working through, cutting the infrastructure overhead on document management seems like it fits that direction. Happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than managing the 'infrastructure tax' of complex template changes, CCM should be a decoupled, business-user service that reduces your integration burden.
Subject: One last thing, Srinivas
Hi Srinivas,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) streamlined 200+ complex healthcare templates (EOBs/BCBS) to drastically reduce template maintenance cycles. · Asset: GUC3E41.PDF
Srinivas, good to be connected.
I sent a few emails recently about the IT dependency piece on template changes and how that can slow down broader automation work. At MHC we help health plans get document ownership off the developer queue and onto the business side. Optum moved 200-plus complex templates including EOBs through a similar shift and cut their maintenance cycles significantly. Given your work at BCBS Minnesota, that parallel seemed worth flagging.
Worth a quick conversation to see if any of this is relevant?
Jamie
AJ McDougall
Chief Strategy Officer and SVP of Marketing, Communications, and Customer Experience
operations · c_level
active
tertiary
⏳ pending
influencer
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: strategic transformation and customer experience alignment
Hooks: Your oversight of enterprise strategy and customer experience, especially as Blue Cross MN navigates a $10.4B revenue landscape with a focus on long-term strategic growth., The reporting structure where communications and execution of value delivery roll up to you, placing you at the center of the 'elevated experiences' mission., Your background at Best Buy Health co-founding initiatives suggests a preference for architecting modern, scalable platforms rather than maintaining legacy tech debt.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBS MN
Hi AJ,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing strategy and customer experience at Blue Cross MN, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update a member-facing communication, does that change still have to go through IT and wait on a developer to touch the template?<br><br>At plans with your member base, that dependency adds up fast. A regulatory notice, an enrollment document, a denial letter. Each one is a ticket, a queue, a delay. And when your leadership is focused on reducing administrative costs and improving member experience, that kind of friction is exactly the kind of thing that's hard to point at but easy to feel.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is worth exploring together. If you're not the right person for this conversation, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi AJ,<br><br>Following up on what I sent about the document change bottleneck.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> is actually a good reference point here, being a Minnesota-based health organization as well. They consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow.<br><br>What that meant practically: their compliance and ops teams could update member communications directly, without routing every change through a developer. When a regulatory requirement shifted, the change happened the same day instead of sitting in a queue.<br><br>For a plan focused on cutting administrative costs while keeping member experience strong, that kind of speed matters. Especially across enrollment documents, notices, and plan communications where accuracy and timing both have real consequences.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, AJ
Hi AJ,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition or member communications processes become too much of a friction, feel free to reach out.
Proof: Optum (a MN peer) managed 200+ templates for BCBS/Humana using MHC, significantly reducing the developer burden. · Asset: GUC3E41.PDF
Hey AJ, glad we're connected.
I sent a few emails recently about the document infrastructure gap in the modernisation work, specifically the IT ticket bottleneck on template changes. Didn't want to just let that sit.
At MHC we help health plans move template ownership to the business side, off the developer queue. Optum managed 200+ templates for BCBS and Humana through MHC and meaningfully cut the developer burden doing it.
Given your scope across strategy, marketing, and CX, that handoff probably touches a lot of what your team owns.
Worth a quick conversation to see if any of this is relevant?
Jamie
Melissa Flicek
Chief Information and Data Officer
engineering · c_level
active
tertiary
– none
decision_maker
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: strategic data-driven member experience
Hooks: Recognition as a 2026 Notable Healthcare Leader for work transforming Blue Cross MN's data foundation., Public commitment to putting the member at the center of everything to simplify the complexity of the healthcare system., Recent efforts to minimize complexity in the technology ecosystem and transition to a single-copy data architecture.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBS MN
Hello Melissa,<br><br>Jamie here from MHC Automation.<br><br>Given your role as Chief Information and Data Officer at Blue Cross and Blue Shield of Minnesota, I wanted to ask about something that comes up often at health plans your size. When a regulatory notice or member communication needs to change, does that still require a developer to get involved before anything goes out?<br><br>At plans with your member base, that dependency adds up fast. Enrollment documents, EOBs, prior authorization notices, denial letters — changes that the compliance or ops team understands perfectly well end up sitting in an IT queue because the document system requires someone with platform-specific skills to touch it.<br><br>With AI now on your roadmap and administrative cost reduction a priority, that bottleneck tends to become more visible, not less.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help free your team from that change cycle. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: DocOps=IT ticket wait per change, IT=developer scarcity ($150K+, shrinking pool), DT=legacy blocking roadmap.
Hello Melissa,<br><br>One more thought on the developer dependency piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types — authorization letters, approval notices, denial correspondence — all running through one compliant workflow. By giving their compliance and operations teams the ability to make template changes directly, the wait for a developer disappeared. That matters when a CMS disclosure requirement changes and the update has to go out to your full member base accurately and on time.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for every template change. E2=business-user self-service.
Subject: One last thing for BCBS MN
Hello Melissa,<br><br>Sent you a couple of notes about document infrastructure at Blue Cross and Blue Shield of Minnesota. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as you move your AI and cost reduction work forward, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Melissa, good to have you in the network.
Sent you a few emails recently about the developer scarcity piece and how legacy document infrastructure tends to sit right in the middle of broader modernisation work. At MHC we help health plans move template ownership to the business side so IT isn't the bottleneck on every change. Natera got template turnaround from two and a half weeks down to two days doing exactly that.
If any of this lands, feel free to reach out whenever.
Jamie
Blue Cross and Blue Shield of Kansas
bcbsks.com
· healthcare_medtech_pharma
· Topeka, US
Largest local health insurer in Kansas serving over one million members across 103 counties.
No legacy CCM vendor (Documaker, PlanetPress, Elixir) found via public signals. Evidence suggests a high-volume print operation focused on claims and member communications (18.5M claims processed in 2024), utilizing ServiceNow and .NET for business workflows.
Tier 3 score 46
Jamie
1001_5000 employees · 1b_plus
Technology & Competitors
ServiceNow
HG Insights
.NET Development
HG Insights
Availity
HG Insights
Strategic Initiatives
- Pathways to a Healthy Kansas community grant expansion, Transitioning to outcomes-based value-based payment models
Sales Angles & Proof
Primary: general_legacy_pain
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Insurance Health/Managed Care
Awareness: stage_2
Scale: large — People served (Total members) 1,024,919
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- performance_recognition: Recognized as Call Center of the Year for 2024 (SQM) for the third consecutive year
- indicating high priority on member experience and first-call resolution.
- operational_volume: Processed 18
- 491
- 617 claims and paid over $2.5B in health claims in 2024
- +2 more
Contacts (11)
active: 6 completed: 4 queued: 1
6 active · 0 🔗
Raymond Ayala
Chief Technology Officer
operations · c_level
completed
tertiary
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: strategic digital leadership and operational excellence
Hooks: Recognized for SQM Call Center of the Year (2024) for the third consecutive year., Processed over 18.4 million claims and paid $2.5B in health claims in 2024., Overseeing modernization across EOBs, SBCs, and CMS notices at a C-suite level.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: IT dependency and technical debt blocking the digital transformation roadmap.
—
Reframe: Reducing the developer scarcity burden by enabling business-user self-service for document template changes.
Subject: —
—
Proof: Optum managed 200+ templates (BCBS/Humana) and Natera reduced cycle times from 2.5 weeks to 2 days. · Asset: GUC3E41.PDF
—
Evelyn Baley
Manager of Application Development
operations · manager
queued
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: long-term tenure and technical evolution at BCBSKS
Hooks: your 24-year journey at BCBSKS from System Admin to Application Architect and now Manager, the record 18M+ claims processed by the Kansas team in 2024, BCBSKS being named SQM Call Center of the Year for 2024
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBSKS
Hi Evelyn,<br><br>Jamie here from MHC Automation.<br><br>Given your role managing application development at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up a lot at payer organizations your size. With your team processing over 18 million claims last year, was wondering if updating member-facing documents like EOBs, SBCs, or denial letters still requires a developer to get involved every time something needs to change.<br><br>At that volume, even small template changes can create a backlog fast. And when the logic for something like an ANOC or a CMS notice lives inside code only a few people on your team understand, every regulatory update becomes a development project. We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help reduce the development lift on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to chat and see how we can help reduce the development lift on your document change cycles. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT developer scarcity for legacy document logic ($150K+ per dev)
Hi Evelyn,<br><br>One more thought on the document maintenance piece I mentioned.<br><br>Optum consolidated over 200 templates across BCBS and Humana plan types on MHC, authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams now handle template changes directly without routing everything through a developer. Changes that used to take weeks happen the same day.<br><br>That matters a lot when CMS updates a disclosure requirement and it has to reach your entire member base across EOBs, ANOCs, and enrollment packets at once. With 18 million claims processed last year, your document output is not a small surface area. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path while keeping approval workflows and controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: shifting from IT-heavy coding to business-user self-service for EOBs/SBCs
Subject: One last thing, Evelyn
Hi Evelyn,<br><br>Sent you a couple of notes about document template maintenance at BCBSKS. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached consolidating their member communications onto a single platform:<br><br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If document change cycles or CMS compliance updates ever become too much of a friction for your team, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (UnitedHealth) migrated 200+ templates and BCBS/Humana correspondence · Asset: GUC3E41.PDF
Hey Evelyn, appreciate you connecting.
I sent a few emails recently about getting document template changes off the developer queue, given how expensive those resources are to keep tied up in correspondence logic. At MHC we help health plans move that ownership to the business side so your developers can stay focused on higher-value work. Optum moved 200+ templates through this and a handful of Blues plans have gone the same route.
If any of this lands, feel free to reach out whenever.
Jamie
Matthew Langdon
Vice President and Chief Information Officer
engineering · c_level
active
tertiary
⏳ pending
decision_maker
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: IT architecture modernization and member communication reliability
Hooks: Promotion to CIO in 2020 after serving as Chief Architect and Architecture Manager, Focus on ensuring member information technology meets ever-changing needs for 1M members, Processing 18M+ claims and $2.5B in payments in 2024 requires high-scale document infrastructure
posture: peer CTA: soft type: problem_first
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Subject: Document ops still going through IT, Matthew?
Hi Matthew,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up a lot with health plans your size. Is your team still the bottleneck every time someone needs to update a member-facing document like an EOB, denial letter, or prior authorization notice?<br><br>For a lot of IT leaders we talk to, the pattern looks like this: the compliance or ops team flags a change, an IT ticket gets written, a developer who knows the template system has to pick it up, and the turnaround is days or weeks. With your member base and the pace of regulatory requirements coming out of CMS, that lag adds up fast.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. Happy to have a chat and see if we can help reduce the IT lift around member communications. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity for legacy document operations
Hi Matthew,<br><br>Following up on what I sent about the IT dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle template changes directly now, without routing through IT every time.<br><br>That matters especially when a CMS disclosure requirement changes and the update has to go out to your full member base accurately and on time. With your enrollment volume, a change that takes two weeks instead of two days is a real operational risk.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in so IT keeps visibility without being the bottleneck.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluating modern alternatives to avoid architecture lock-in and simplify integration burden
Subject: One last thing before I stop bothering you
Hi Matthew,<br><br>Sent you a couple of notes about document infrastructure at BCBS Kansas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS/Humana plans using MHC for improved agility · Asset: GUC3E41.PDF
Hey Matthew, appreciate you connecting.
Sent you a few emails about the IT dependency piece on document operations, so you have some context on where we're coming from. At MHC we help health plans move template ownership off developer queues to the business side. Optum runs 200+ templates across their BCBS and Humana plans on MHC, largely because their IT teams needed that capacity back for higher-priority work.
If any of this lands, feel free to reach out whenever.
Jamie
Tyson Yager
Chief Data Officer
operations · c_level
active
tertiary
⏳ pending
influencer
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: strategic data leadership and operational excellence
Hooks: your recent transition to Chief Data Officer in May 2024, BCBSKS being named SQM Call Center of the Year for 2024, managing data for 18M+ annual claims and $2.5B in payments
posture: peer CTA: soft type: problem_first
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Subject: Document ops at BCBS of Kansas
Hi Tyson,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing data and operations at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up a lot at health plans your size. Does updating member-facing communications still require going through IT for every template change?<br><br>At plans with your member base, the problem usually looks like this: member notices, regulatory disclosures, and enrollment documents are all pulling from different systems. A single change to required language means an IT ticket, a developer queue, and a wait. The people who actually know what the document should say are not the ones who can change it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if any of this is relevant to what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: general_legacy_pain
Hi Tyson,<br><br>Following up on what I sent about document template management at BCBS of Kansas.<br><br>Wanted to share a relevant example. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types, including authorization letters, approval notices, and denial correspondence, all running through one compliant workflow.<br><br>The way that worked in practice: their compliance and operations teams started managing template changes directly, without routing every update through a developer. When CMS changes a disclosure requirement or a notice needs to go out to your full member base fast, changes happen the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Tyson
Hi Tyson,<br><br>Sent you a couple of notes about document infrastructure at BCBS of Kansas. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Tyson, good to have you in the network.
Sent you a few notes over email about the legacy document platform piece, so I won't rehash it here. Short version: at MHC we help health plans move template ownership to the business side so IT isn't the bottleneck on every communication change. Optum went through something similar, managing 200-plus templates across their BCBS and Humana lines, and got that work off the developer queue entirely.
If any of this lands, feel free to reach out whenever.
Jamie
Matthew Volpert
Manager, Customer Service Operations
operations · manager
completed
tertiary
– none
↺ Bounced
champion
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: operational excellence & claims volume
Hooks: Recognition of BCBSKS as SQM Call Center of the Year for 2024, Managing the document output for 18.4M+ claims processed in 2024, Background as a Customer Service Trainer and Quality Supervisor informing current ops role
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBS Kansas
Hi Matthew,<br><br>Jamie here from MHC Automation.<br><br>Given your role in customer service operations at Blue Cross and Blue Shield of Kansas, I wanted to ask about something we see come up a lot at payers your size. When a member communication needs to be updated, does that change still require an IT ticket and a wait, or has your team found a way to handle it directly?<br><br>I ask because at most regional Blues plans, things like EOBs, denial letters, and prior authorization notices are tied to templates that only a developer can touch. A regulatory update or a wording change becomes a project. The people who know what the document should say are waiting on the people who know how to edit the system.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a way to take some of that friction off your team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency for template changes causing delays in member communications like EOBs and denial letters
Hi Matthew,<br><br>One more thought on the IT dependency piece I mentioned.<br><br>We worked with <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> to consolidate over 200 templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their ops team stopped waiting on developers for every change.<br><br>That matters a lot when a CMS disclosure update or a state regulatory change has to go out to your full member base fast. With your member population, that kind of delay shows up in call volume and complaint rates pretty quickly.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Transitioning from IT-heavy document composition to business-user self-service to reduce operational friction
Subject: One last thing, Matthew
Hi Matthew,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction for your team, feel free to reach out.
Proof: Optum managed 200+ templates for major payers like BCBS and Humana, streamlining complex member communications · Asset: GUC3E41.PDF
Hey Matthew, appreciated the connection.
Sent you a few emails about the template change bottleneck on member communications like EOBs and denial letters. At MHC we help health plans move that ownership off IT queues so the business side can make changes directly. Optum used the same approach managing 200+ templates across major payers including BCBS, which cut down the back-and-forth considerably on time-sensitive member docs.
Worth a quick conversation to see if any of this is relevant?
Jamie
Daniel Walters
Associate Vice President of Operations
operations · vp
completed
tertiary
– none
↺ Bounced
champion
seq 11
step 1/3
📋 GUC3E41.PDF
Angle: recent performance recognition and operational scale
Hooks: Congratulating on BCBSKS being named SQM 2024 Call Center of the Year for the third consecutive year, Referencing the massive volume of 18M+ claims processed in 2024, Acknowledging his recent promotion/elevation to AVP of Operations from Director
posture: peer CTA: soft type: problem_first
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Subject: Document ops at BCBSKS
Hi Daniel,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing operations at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up a lot at health plans your size. When a regulatory notice or member communication needs to change, how many people does that touch before the updated document actually goes out?<br><br>At plans running member volumes like yours, the answer is usually: more than it should. A compliance requirement changes, someone files a ticket, a developer tracks down the right template, and by the time the updated EOB or enrollment notice is out the door, two weeks have passed.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on member-facing document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: general_legacy_pain
Hi Daniel,<br><br>One more thought on the document ops piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team now makes template changes directly, without routing through a developer first.<br><br>For a plan like yours, that matters most when something time-sensitive hits. A CMS disclosure update, a state requirement change, an open enrollment document that has to go out accurate and on time to your full member base. On most legacy setups, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Daniel
Hi Daniel,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition or CCM processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Daniel, appreciated you connecting.
I sent a few emails recently about the legacy document platform piece, so you have some context on what we do. MHC helps health plans move template ownership to the business side so changes stop sitting in an IT queue.
One thing that tends to resonate, Optum moved 200+ templates across their BCBS and Humana lines without routing changes through developers, which is roughly the scale I had in mind when I reached out to you.
Worth a quick conversation to see if any of this is relevant?
Jamie
Philip Wright
Director of Medical Economics
operations · director
active
tertiary
⏳ pending
influencer
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: AI-driven analytics modernization & operational scale
Hooks: Successfully delivered $40M+ in enterprise savings through strategic reimbursement governance and AI-enabled process transformation., Reduced multi-week analytical cycles to just days, showing a commitment to removing data bottlenecks., BCBSKS's processing of 18M+ claims and $2.5B in payments in 2024 requires hyper-efficient document and data orchestration.
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBSKS
Hi Philip,<br><br>Jamie here from MHC Automation.<br><br>Given your role in Medical Economics at Blue Cross and Blue Shield of Kansas, I wanted to ask about something we see come up a lot at payer organizations your size. When a regulatory disclosure or benefit summary needs to change, does that still require an IT ticket and a wait before anything goes out to members?<br><br>With your member base, even a small delay in getting updated EOBs, SBCs, or denial letters out the door can create downstream issues, compliance exposure, member confusion, that kind of thing. And if the only people who can touch those templates are developers, the business side is always waiting on a queue that has other priorities.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for routine document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Healthcare legacy pain — removing the IT ticket bottleneck for the 18M+ claims processed annually.
Hi Philip,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and ops teams handle changes directly now without routing everything through a developer.<br><br>That matters especially when a CMS requirement shifts or a benefit summary needs to go out to your full member base fast. On most legacy setups, that's a developer project. It doesn't have to be.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Self-service alternative — allowing business users to manage EOBs and SBCs without waiting on developer scarcity.
Subject: One last thing, Philip
Hi Philip,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk to 2 days template turnaround). · Asset: GUC3E41.PDF
Hey Philip, appreciate you connecting.
Sent you a few emails about the document infrastructure gap in the modernisation work, specifically getting template changes off the IT queue for an operation processing that kind of claims volume. Figured LinkedIn might be a better place to continue the conversation.
At MHC we help health plans move template ownership to the business side. Natera got their template turnaround from two and a half weeks down to two days after making that shift.
If any of this lands, feel free to reach out whenever.
Jamie
Kevin Cohen
Chief Technology Officer
engineering · c_level
active
tertiary
⏳ pending
decision_maker
seq 12
step 2/3
📋 GUC3E41.PDF
Angle: IT leadership tenure and departmental scale
Hooks: Since joining BCBSKS as CTO in 2017, you’ve scaled the IT department to over 230 employees while managing complex insurance architecture., Congrats on the SQM 2024 Call Center of the Year recognition—clearly, customer experience is a top priority for your leadership team.
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at BCBSKS
Hi Kevin,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CTO at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up constantly with health plans your size. Does updating member-facing documents like EOBs, prior authorization notices, or enrollment correspondence still require a developer to touch the template?<br><br>At most regional Blues plans, the answer is yes. A compliance change comes in, someone files a ticket, a developer who knows the system makes the update, and the whole thing takes weeks. With your member base, that lag adds up fast, especially when regulatory notices have to go out on time.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off the developer queue entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi Kevin,<br><br>Following up on what I sent about document changes and developer dependency.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance team handles updates directly now, without routing through a developer.<br><br>The reason that matters for a plan your size is the volume of document types involved. EOBs, prior auth notices, member welcome kits, ANOCs, each one pulling from a different system. When CMS changes a disclosure requirement or a state issues new notice language, that used to be a developer project. On MHC NorthStar CCM, the people who know what the document should say are the ones who make the change.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for every template change
Subject: One last thing, Kevin
Hi Kevin,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Kevin, appreciate the connection.
Sent you a few emails recently about getting document template changes off the developer queue at BCBS Kansas. At MHC we help health plans move that ownership to the business side so your engineers aren't burning time on comms updates.
Natera got template turnaround from two and a half weeks down to two days after making that shift, which tends to matter when developer headcount is expensive and hard to backfill.
If any of this lands, feel free to reach out whenever.
Jamie
Kyle Grunert
Manager of Enterprise Architecture
engineering · manager
active
tertiary
⏳ pending
decision_maker
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: enterprise architecture continuity and operational excellence
Hooks: your 7+ year tenure as Manager of Enterprise Architecture at BCBSKS, congrats on the SQM 2024 Call Center of the Year recognition, BCBSKS volume of 18M+ claims and $2.5B in payouts in 2024
posture: peer CTA: soft type: problem_first
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Subject: Document changes at BCBSKS
Hi Kyle,<br><br>Jamie here from MHC Automation.<br><br>Given your role in enterprise architecture at Blue Cross and Blue Shield of Kansas, I wanted to ask about something that comes up a lot at health plans your size. Does every change to member-facing documents still require an IT ticket and a developer to touch the template before anything goes out?<br><br>At plans with your member base, that dependency adds up fast. Enrollment documents, regulatory notices, member correspondence, changes that the compliance or ops team should be able to handle end up queued behind developer availability. It slows down the teams closest to the content and adds maintenance overhead to yours.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help get document changes off the engineering team's plate. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: All=general legacy pain (IT ticket for every change)
Hi Kyle,<br><br>One more thought on the document bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance team handles template changes directly now, without routing through a developer.<br><br>That matters especially when a regulatory notice requirement shifts and updates have to reach your full member base fast. With your member population, a single document change touching multiple plan types is a developer project on most legacy setups. It does not have to be.<br><br>That is what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: self-service alternative
Subject: One last thing, Kyle
Hi Kyle,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Hey Kyle, good to be connected.
Sent you a few emails about the document infrastructure piece, the IT ticket for every change dynamic specifically. Figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help health plans get template ownership off IT queues and onto the business side. Natera was routing changes through developers and got turnaround from two and a half weeks down to two days after moving to us, which gives you a sense of what that shift looks like in practice.
Happy to reconnect here if the timing ever works.
Jamie
Holly Graves
Vice President, Operations and COO of Government Programs
operations · vp
completed
tertiary
– none
↺ Bounced
champion
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: recognition_lean_efficiency
Hooks: Congrats on the 2024 SQM Call Center of the Year win—impressive to maintain that standard three years running., Noticed your Lean for Leaders certification; usually, that means you're looking for where operational 'waste' hides in member services., Given your oversight of CMS programs, the pressure to maintain 100% accuracy on EOBs and ANOCs while scaling claims volume must be a constant tension.
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document updates, Holly
Hi Holly,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing operations and government programs at Blue Cross and Blue Shield of Kansas, I wanted to ask about something we see come up a lot at plans your size. When CMS pushes a regulatory change, how fast can your team actually get updated member notices and enrollment documents out the door? And does that process require an IT ticket first?<br><br>For most health plans, the answer is yes. A compliance or ops person identifies the change, writes up the requirement, submits a ticket, and waits. The document sits in a queue behind whatever else IT is working on. At your member volume, that gap between knowing what needs to change and getting it changed can create real exposure.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your ops team move faster on document changes without IT being the bottleneck. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: The tension between 'Call Center of the Year' service and the back-end 'IT ticket wait' for document updates.
Hi Holly,<br><br>One more thought on the document update bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Allied Benefits eliminated $4 per document in vendor fees while processing over a million annual communications across 250+ templates and 80+ plan variations.<br><br>The common thread in both cases was the same: the compliance and ops teams started making template changes directly, without waiting on a developer. When CMS updates a disclosure requirement or a state agency changes notice language, the change happens the same day instead of sitting in a queue.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't let legacy document composition be the bottleneck that prevents your team from reacting to CMS regulatory changes in real-time.
Subject: One last thing, Holly
Hi Holly,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes ever become too much of a friction for your team, feel free to reach out.
Proof: Helped Optum manage 200+ templates and assisted Allied Benefits in eliminating $4/document in operational friction. · Asset: GUC3E41.PDF
Hey Holly, good to have you in my network.
I sent a few emails recently about the gap between front-end service quality and how long it takes to get a document or template change actually out the door. That tension you feel when the member experience is the priority but every update sits in an IT queue first.
At MHC we help health plans move template ownership to the business side. Optum used that to manage 200+ templates, and Allied Benefits cut $4 per document in operational friction doing similar work.
Happy to reconnect here if the timing ever works.
Jamie
Travis Grindal
Director of Information Technology
engineering · director
active
tertiary
– none
✉ travis.grindal@bcbsks.com
● valid
decision_maker
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: IT operational excellence at a top-rated service center
Hooks: Recognition of BCBSKS as SQM Call Center of the Year for 2024 for the third consecutive year, Managing IT operations for a high-volume payer processing over 18M claims and $2.5B in payouts annually, Directing IT architecture at the Topeka headquarters during significant leadership transitions like Abby Lear's move to VP of HR
posture: peer CTA: soft type: problem_first
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Subject: Document template bottlenecks at BCBSKS
Hi Travis,<br><br>Jamie here from MHC Automation.<br><br>Given your role running IT at Blue Cross and Blue Shield of Kansas, I wanted to ask about something we see come up a lot at regional Blues plans your size. Is your team still the bottleneck every time a member communication needs to change, whether that's an EOB, an ANOC, an SBC, or a prior auth notice?<br><br>At a lot of health plans, those updates require a developer who knows the document system. So when a regulatory deadline hits or a plan design changes, the business side files a ticket and waits. The backlog builds up fast, especially heading into open enrollment.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate without losing the controls IT needs to keep in place. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: Technical debt in CCM platforms often forces IT into a 'ticket taker' role for every SBC or ANOC update, creating a developer scarcity bottleneck that delays critical member communications.
Hi Travis,<br><br>One more thought on the developer bottleneck piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. The compliance and ops teams handle template changes directly now. IT stops being the gatekeeper for every update.<br><br>Allied Benefits took a similar path and eliminated $4 per document across 1M+ annual communications. When your member volume is where BCBSKS is, that kind of cost and speed difference adds up fast, especially when an ANOC or SBC has to go out accurately and on time to your full member base.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the guardrails IT sets.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than managing another legacy migration, modern architecture allows IT to offload document composition to business users while maintaining governance, effectively decoupling template logic from core claim systems.
Subject: One last thing on CCM at BCBSKS
Hi Travis,<br><br>Sent you a couple of notes about document infrastructure at BCBSKS. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ complex templates for BCBS and Humana plans using MHC, while Allied Benefits eliminated $4 per document by modernizing their 1M+ annual communications. · Asset: GUC3E41.PDF
Hey Travis, appreciate the connection.
I sent a few emails about the developer scarcity bottleneck on template changes, specifically that cycle where IT ends up owning every SBC or ANOC update by default. At MHC we help health plans move that ownership to the business side so IT isn't the critical path on every member communication.
Optum used MHC to manage 200+ complex templates across BCBS and Humana plans, and Allied Benefits cut $4 per document on over a million annual communications after modernizing their stack.
Worth a quick conversation to see if any of this is relevant?
Jamie
BlueCross BlueShield of Tennessee
bcbst.com
· healthcare_medtech_pharma
· Chattanooga, US
Independent not-for-profit health insurer providing medical, dental, and life coverage to Tennesseans.
Ashleigh Jenkins Dieckhaus (VP, Commercial Clinical Operations) leads operational oversight for CCM platforms. Bipin Bhosale (IT Manager) manages enterprise content platforms and driving multi-year IT modernization roadmaps including AI-ready automation. Linked evidence for Quadient Inspire in relat
Tier 3 score 46
Jamie
5000_plus employees · 1b_plus
Technology & Competitors
JavaScript
HG Insights
HTML
HG Insights
PHP
HG Insights
Teradata Integrated Marketing Cloud
HG Insights
Strategic Initiatives
- Value-Based Behavioral Health Care Pilot with Centerstone, Implementation of Total Joint Replacement Bundle with Tennessee Orthopaedic Alliance
Sales Angles & Proof
Primary: platform_evaluation
Secondary: business_user_empowerment
Tertiary: member_experience
Sub-vertical: Health/Managed Care
Awareness: stage_2
Scale: large — members 3.4 million
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: T1_named: Optum Home & Community (200+ templates, BCBS/Humana); Natera (2.5 weeks to 2 days); Hot Springs Health (900K+ outputs, 50% faster cycles); Allied Benefits (1M+ comms, $4/doc fees eliminated).
Live Signals (leadership, M&A, events)
- Leadership Change: David Marckel promoted to VP
- EIT Core and Corporate Applications
- leading teams for core business applications.
- IT Initiative: IT Manager Bipin Bhosale driving multi-year modernization roadmaps including AI-ready OCR and intelligent automation for content platfo
- Recognition: Named as one of America's Best Large Employers by Forbes.
Contacts (10)
active: 8 completed: 1 queued: 1
8 active · 0 🔗
Dalya White
SVP & Chief Communications Officer
operations · c_level
completed
tertiary
– none
champion
step 0/3
📋 GUC3E41.PDF
Angle: strategic impact and brand voice
Hooks: Your recent comments on Employee Appreciation Day about the impact of proactive vs. reactive teams really hit home—it's the difference between scaling what works and constantly putting out fires., Congrats on BCBST being named one of America's Best Large Employers by Forbes this year; that culture of excellence clearly trickles down to how you handle the 3.5M+ members you serve., Leading a team that handles brand voice and consumer experience means you're at the center of critical member touchpoints like EOBs, ANOCs, and provider comms.
posture: peer CTA: soft type: problem_first
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Subject: —
—
Pain angle: When communications teams are viewed as 'ticket-takers' for document changes, it creates a reactive loop where business-critical updates for 3.5M members are bottlenecked by IT scarcity.
—
Reframe: Modernizing document operations isn't just a technical upgrade; it's about shifting from an IT-dependent architecture to a self-service model where your strategic communications team owns the brand voice without waiting on developer cycles.
Subject: —
—
Proof: Optum transitioned 200+ complex templates for BCBS and Humana plans to MHC, enabling them to reduce cycle times from weeks to days while ensuring total compliance for sensitive member communications. · Asset: GUC3E41.PDF
—
Sherri Zink
SVP & Chief Data & Engagement Officer
engineering · c_level
active
tertiary
– none
champion
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: strategic data-driven member engagement
Hooks: Modern Healthcare 2026 Innovators Award for the Social Risk Index, Your focus on 'turning information into action' for 3.4M+ members, Previous leadership roles at Optum and Cigna
posture: peer CTA: soft type: problem_first
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Subject: Document layer, BlueCross TN
Hi Sherri,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing data and member engagement at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. When your team is pushing toward more personalized, data-driven member communications, is the document production layer keeping up with that vision?<br><br>At mega-scale plans, the gap usually shows up the same way. The strategy is there. The data is there. But the templates for things like EOBs, ANOCs, denial letters, and prior authorization notices are sitting in systems that require a developer to touch them. So every time engagement strategy evolves, it gets queued behind an IT ticket.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help close the gap between your engagement strategy and what actually reaches members. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Sherri,<br><br>Following up on what I sent about the document layer piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. Before that, changes to any of those documents meant going back to a developer every time.<br><br>What changed is that their compliance and ops teams can update templates directly, with approval workflows built in. So when a regulatory notice requirement shifts or a member communication needs to reflect a new value-based care program, the change happens the same day instead of sitting in a queue.<br><br>With millions of members at BlueCross TN, that kind of speed matters. Especially when the engagement strategy your team is building depends on the document layer moving as fast as the data does.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: modernization gaps
Subject: One more thing, Sherri
Hi Sherri,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) · Asset: GUC3E41.PDF
Sherri, thanks for connecting. Sent you a couple of emails about the document infrastructure gap in the modernisation work, so figured LinkedIn might be a better spot to actually have a conversation.
At MHC we help health plans move template ownership off IT queues and onto the business side. Optum went through something similar, rearchitecting ownership across 200-plus templates, and it's come up with other BCBS plans too.
Worth a quick conversation to see if any of this is relevant?
Jamie
Jennifer Weaver
SVP & Chief Information Officer
engineering · c_level
active
tertiary
– none
decision_maker
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: enterprise IT strategy for BCBST 2030 roadmap and DevSecTestOps automation
Hooks: Your insight on the 2030 roadmap for BCBST requiring more skilled IT workers to support Tennesseans, Emphasis on integrating DevSecTestOps into a continuous, end-to-end automated delivery cycle, Leadership of the team of 900+ IT professionals focused on enterprise-wide technological advances
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document ops and your 2030 roadmap
Hi Jennifer,<br><br>Jamie here from MHC Automation.<br><br>Given your role as CIO at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot with payer organizations at your scale. Is the document layer still a place where IT has to be in the loop for every change to member-facing communications like EOBs, SBCs, prior authorization notices, and CMS regulatory notices?<br><br>At organizations with millions of members, that dependency adds up fast. A compliance team needs to update a denial letter language or a CMS notice. Instead of making the change directly, they write a ticket. A developer who knows the template system picks it up when they can. Meanwhile the document sits in queue. When you're running a 2030 modernization roadmap built on DevSecTestOps and end-to-end automation, that kind of friction in the document layer works against the whole goal.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce IT dependency in your member communications workflow. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: The bottleneck of IT dependency for every template change (EOBs, SBCs, CMS notices) conflicts with your goal for end-to-end automated delivery cycles.
Hi Jennifer,<br><br>Following up on what I sent about the IT dependency piece in your document workflow.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated over 200 healthcare templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. What made it work was that the compliance and operations teams could update those templates directly, without waiting on a developer. Changes that used to take weeks started happening in days.<br><br>That matters a lot when a CMS disclosure requirement changes and the update has to reach millions of members across EOBs, ANOCs, and SBCs on a hard deadline. At BCBST's volume, a slow change cycle in the document layer isn't just an IT problem, it's a compliance risk.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls your IT and legal teams need to stay in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Legacy CCM architecture often acts as the primary blocker to modern modernization roadmaps; shifting to business-user self-service removes the developer scarcity risk.
Subject: One last thing on CCM
Hi Jennifer,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (UnitedHealth Group) automated over 200 healthcare templates for BCBS/Humana, reducing cycle times from weeks to days. · Asset: GUC3E41.PDF
Hey Jennifer, glad we're connected here.
Saw you didn't get back to my emails, which is fine. The thread was around the IT ticket bottleneck on template changes, EOBs, SBCs, CMS notices, and how that friction sits against automated delivery goals.
At MHC we help health plans move template ownership to the business side without routing every change through a developer queue. Optum did this across 200-plus healthcare templates for BCBS and Humana plans and got cycle times from weeks down to days.
Happy to reconnect here if the timing ever works.
Jamie
Rosemarie Lee
VP & Chief Information Security Officer
engineering · vp
active
tertiary
⏳ pending
decision_maker
seq 10
step 2/3
📋 GUC3E41.PDF
Angle: strategic security leadership and EIT modernization alignment
Hooks: Current role as CISO at BCBST since 2022, Alignment with David Marckel’s EIT Core and Corporate Applications modernization roadmap, Focus on secure, compliant member communication workflows in a large-scale healthcare environment
posture: peer CTA: soft type: problem_first
P0P1AP1BP2AP2BP2CP3P4
Subject: Document infrastructure + EIT modernization
Hi Rosemarie,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing information security and EIT at BCBST, I wanted to ask about something that comes up a lot with health plans your size. Is the document production layer one of those things that keeps surfacing as a friction point in your modernization roadmap, partly because the underlying system is hard to touch without a developer?<br><br>At mega-scale, that usually means member communications like EOBs, ANOCs, denial letters, and prior auth notices are still running through a tightly coupled stack where any template change requires IT involvement. That creates two problems at once: operational slowdowns and a harder-to-audit surface area for compliance and security reviews.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency around member-facing document changes. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency and developer scarcity blocking document modernization roadmaps
Hi Rosemarie,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. When a CMS disclosure requirement changed, their compliance team handled the update directly without writing an IT ticket.<br><br>For a plan at BCBST's scale, that matters especially at open enrollment when every ANOC and SBC has to go out accurate and on time. On most legacy stacks, that's a developer project. On MHC NorthStar CCM, the business side handles it with controls in place.<br><br>From a security standpoint, there's also less surface area to manage when document generation isn't tangled up in custom code that only a few people understand.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: legacy infrastructure as a security and compliance liability vs business-user self-service
Subject: One last thing on document ops
Hi Rosemarie,<br><br>Sent you a couple of notes about document infrastructure at BCBST. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction in your modernization work, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk to 2days) · Asset: GUC3E41.PDF
Rosemarie, glad to be connected.
I sent a few emails about the IT dependency and developer scarcity piece blocking document modernisation work. No response, which is fine. Figured LinkedIn might be a better place to land.
At MHC we help health plans move template ownership to the business side so document changes stop queuing through IT. Natera got turnaround on template updates from two and a half weeks down to two days after making that shift.
Happy to reconnect here if the timing ever works.
Jamie
Victal Lopes
Product & Experience Design Executive (Contract)
operations · vp
queued
– none
influencer
step 0/3
📋 GUC3E41.PDF
Angle: enterprise design system leadership
Hooks: your lead on implementing the first enterprise-wide design system at BCBST, the 121% increase in app users following the digital redesign under your vision, your focus on accessibility standards across all digital platforms
posture: peer CTA: soft type: problem_first
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Subject: BCBST member docs + design
Hi Victal,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading product and experience design at BCBST, I wanted to ask about something we see come up a lot at health plans your size. When your team is pushing toward a more consistent, accessible member experience, does the document production layer keep up, or does every change to something like an EOB, ANOC, or denial letter still require a developer to touch the template?<br><br>With your member base, that gap shows up fast. A CMS disclosure update, a new accessibility requirement, a brand change across welcome kits and enrollment packets, and suddenly the design vision is waiting on an IT queue. The documents that members actually read are the last thing to reflect the experience your team is building.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see how we can help close the gap between your design standards and what actually goes out the door. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Victal,<br><br>One more thought on the document layer piece I mentioned.<br><br>We worked with Optum to consolidate 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their communications team stopped waiting on developers to make changes and started handling updates directly, with approval workflows built in.<br><br>That matters a lot when a CMS requirement changes and it has to reach your full member base across EOBs, ANOCs, and SBCs at the same time. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a team focused on accessibility and consistent design across every member touchpoint, that kind of flexibility is hard to get from a legacy document platform.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: modernization gaps
Subject: one last thing, Victal
Hi Victal,<br><br>Sent you a couple of notes about the document infrastructure piece at BCBST. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this:<br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes ever become too much of a friction point for the experience work your team is doing, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Victal, thanks for connecting.
Sent you a few emails about the document infrastructure gap in the modernisation roadmap and figured LinkedIn might be a better place to pick that up. At MHC we help health plans move template ownership off IT queues so the business side can actually execute. Natera got template turnaround from two and a half weeks down to two days, which tends to matter when you're trying to move fast on experience work.
Happy to reconnect here if the timing ever works.
Jamie
David Marckel
VP, EIT Core and Corporate Applications
engineering · vp
active
tertiary
⏳ pending
champion
seq 11
step 2/3
📋 GUC3E41.PDF
Angle: multi-decade legacy architecture at BCBS TN
Hooks: your 17-year tenure overseeing enterprise applications at BCBS Tennessee, leading the team developing and supporting applications that underpin the core business of 3.1M members, driving the multi-year modernization roadmaps recently highlighted in your EIT EIT Core initiatives
posture: peer CTA: soft type: problem_first
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Subject: Document infrastructure at BCBS TN
Hi David,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading core and corporate applications at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. Is document template management still sitting on your developer backlog, where every change to a member-facing communication has to go through someone who knows the underlying system?<br><br>At organizations running multi-decade architecture, that dependency tends to compound. Compliance needs a notice updated, enrollment needs a letter revised, and it lands in a queue behind everything else IT is managing. With millions of members at BCBS TN, the volume makes that friction a real problem.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help get document changes off your team's plate entirely. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT=developer scarcity ($150K+, shrinking pool)
Hi David,<br><br>Following up on what I sent about the developer dependency piece.<br><br>Wanted to share a relevant example. <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their compliance and operations teams handle template changes directly now, without IT being in the middle of it.<br><br>That matters especially at open enrollment, when ANOCs, SBCs, and member welcome kits all have to go out accurate and on time. On most legacy systems, a disclosure update is a developer project. That's where the wait happens.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: DT=legacy blocking roadmap
Subject: One last thing, David
Hi David,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum managed 200+ templates for BCBS and Humana, reducing cycle times and eliminating manual document friction. · Asset: GUC3E41.PDF
Hey David, appreciated you connecting.
I sent a few emails recently about getting document template changes off the developer queue at BCBS of Tennessee. At MHC we help health plans move that ownership to the business side so IT isn't the bottleneck on every update. Optum runs 200+ templates across their BCBS and Humana lines through that model and cut cycle times significantly without the manual friction.
Given what senior developers cost right now, it seemed worth putting on your radar.
Happy to reconnect here if the timing ever works.
Jamie
Marqueta Lee
EIT Applications Manager - Corporate Applications
operations · manager
active
tertiary
– none
influencer
seq 11
step 1/3
📋 GUC3E41.PDF
Angle: vendor strategy and corporate alignment
Hooks: Your oversight of vendor strategy for corporate domains like Workday and DocuSign at BCBS Tennessee., Your background leading document generation teams at Unum and technical project management at CIGNA., Bipin Bhosale's current initiative driving multi-year modernization roadmaps involving AI at BCBST.
posture: peer CTA: soft type: problem_first
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Subject: Document templates at BCBS Tennessee
Hi Marqueta,<br><br>Jamie here from MHC Automation.<br><br>Given your role managing corporate applications at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. When a CMS disclosure requirement changes or a new notice format comes down, does your team have to route every template update through IT before anything goes out to members?<br><br>At plans running millions of member communications, that bottleneck tends to show up across EOBs, ANOCs, prior auth notices, member welcome kits. A regulatory change hits and the queue fills up fast. The people who know what the document needs to say aren't the ones who can actually change it.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the dependency on IT for day-to-day document changes at your scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: legacy blocking roadmap
Hi Marqueta,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow.<br><br>What made that work was getting the compliance and ops teams into the template change path directly. When a CMS requirement shifted, the right person made the update the same day. No ticket written, no developer involved.<br><br>At a plan the size of BlueCross BlueShield of Tennessee, with millions of member communications going out annually, that kind of flexibility matters especially when an adverse benefit determination deadline or open enrollment ANOC requirement doesn't move for anyone.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One more thing, Marqueta
Hi Marqueta,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated) · Asset: GUC3E41.PDF
Marqueta, appreciate you connecting.
I sent a few emails recently about the document infrastructure gap in the modernisation roadmap, so you have some context on where we play. At MHC we help health plans move template ownership off IT queues and to the business side.
One thing that tends to resonate with BCBS plans specifically: Optum moved 200+ templates through a similar shift and it changed how fast their business teams could act on communications changes without touching a developer queue.
Worth a quick conversation to see if any of this is relevant?
Jamie
Bipin Bhosale
IT Manager, Content Platforms
operations · manager
active
tertiary
– none
champion
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: enterprise IT modernization with focus on content platforms and AI-ready OCR
Hooks: Mention leading multi-year IT modernization roadmaps specifically for content platforms at BCBST, Reference his oversight of AI-ready OCR and intelligent automation initiatives to drive recoveries, Acknowledge his graduation from the BCBST Emerging Leaders Program as a signal of internal influence
posture: peer CTA: soft type: problem_first
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Subject: Content platforms + member comms, BCBST
Hi Bipin,<br><br>Jamie here from MHC Automation.<br><br>Given your role managing content platforms at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. Does every member-facing document change still require a developer to touch the template before it goes out?<br><br>At organizations running millions of member communications, that dependency adds up fast. A regulatory notice needs updating, or a new plan document has to go out ahead of open enrollment, and the request has to get queued with IT before anything moves. When you're operating at BCBST's scale, that wait can become a real problem.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is working through. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for template changes in large-scale healthcare doc ops
Hi Bipin,<br><br>Following up on what I sent about the IT dependency piece.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types on MHC. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. That included plan types at a scale comparable to what BCBST manages.<br><br>What made it work was getting the compliance and ops teams able to make content changes directly, without routing every update back through a developer. When a disclosure requirement changes or a notice has to go out to millions of members fast, the wait disappears.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs to keep in place.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: shifting from IT-led developer-heavy composition to business-user self-service to solve dev scarcity
Subject: One last thing, Bipin
Hi Bipin,<br><br>Sent you a couple of notes about document template management at BCBST. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction on your content platform roadmap, feel free to reach out.
Proof: Optum transitioned 200+ templates and BCBST/Humana scale communications from legacy bottlenecks · Asset: GUC3E41.PDF
Bipin, good to have you in the network. Sent you a few emails about the IT ticket bottleneck on template changes, so figured LinkedIn was worth a try.
At MHC we help health plans get template ownership to the business side so changes stop sitting in IT queues. Optum moved 200+ templates through that same shift and came out the other side with a lot less back-and-forth at their scale.
Given you're sitting in content platforms at BCBST, some of that might map. Worth a quick conversation to see if any of this is relevant?
Jamie
Divyes Patel
Director, Innovation, Research & Development
operations · director
active
tertiary
– none
influencer
seq 12
step 1/3
📋 GUC3E41.PDF
Angle: enterprise AI modernization and legacy data transformation
Hooks: Mention his recent focus on scaling generative AI and LLMs to automate complex healthcare workflows and data interpretation, Reference his deep history at BCBST—15 years—and prior architecture experience at UnitedHealth and Cigna, Connect the innovation mandate to modernizing 'document intelligence' as part of the broader EIT Core modernization roadmap mentioned by leadership
posture: peer CTA: soft type: problem_first
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Subject: Document ops at BCBST
Hi Divyes,<br><br>Jamie here from MHC Automation.<br><br>Given your role in innovation and R&D at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. When your team is pushing AI modernization and legacy data transformation forward, is the document production layer keeping pace, or is it still a bottleneck that requires IT to touch every template change?<br><br>At mega-scale plans, that gap tends to surface fast. Member communications, regulatory notices, enrollment documents, all pulling from different source systems. When a CMS requirement shifts or a clinical program like your value-based behavioral health work generates new member-facing outputs, someone has to go find a developer who knows the system before anything goes out.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit for what your team is working on. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: platform_evaluation
Hi Divyes,<br><br>One more thought on the document infrastructure piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without waiting on IT.<br><br>For a plan like BCBST, that matters. With millions of members across commercial, Medicare Advantage, and TennCare, you're managing a lot of document variants. When CMS updates a disclosure requirement or a new care program rolls out, the change has to hit every relevant template fast and accurately. On most legacy setups, that's still a developer project.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: No vendor
Subject: One last thing, Divyes
Hi Divyes,<br><br>Sent you a couple of notes about document infrastructure at BCBST. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction as your modernization work moves forward, feel free to reach out.
Proof: Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) · Asset: GUC3E41.PDF
Good to have you in the network, Divyes.
Sent you a few emails about the CCM evaluation piece I mentioned, so you probably have some context on what MHC does. Short version: we help health plans move template ownership to the business side so changes stop sitting in IT queues.
Optum made that shift across 200+ templates, which is a footprint that would be familiar given what BlueCross Tennessee runs. Turnaround on those changes dropped significantly once the dependency was gone.
Happy to reconnect here if the timing ever works.
Jamie
John Hawbaker
Managing Director, Corporate Communications & Community Relations
operations · director
active
tertiary
– none
champion
seq 10
step 1/3
📋 GUC3E41.PDF
Angle: strategic storytelling & technical roots
Hooks: Your background starting as an Analyst Programmer gives you a unique lens on the technical friction behind corporate messaging., Leading teams at BCBST that handle mission-critical member communications while supporting community relations., Recent highlight of BCBST being named one of America's Best Large Employers by Forbes.
posture: peer CTA: soft type: problem_first
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Subject: Document updates at BCBST
Hi John,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing corporate communications at BlueCross BlueShield of Tennessee, I wanted to ask about something that comes up a lot at health plans your size. When your team needs to update a member-facing document, does that change still have to go through IT before it goes out?<br><br>At large payers, the communications team usually knows exactly what needs to change and why. But the actual update lives in a system that requires a developer to touch it. So a quick disclosure edit or a notice update turns into a ticket, a queue, and a wait. With millions of members, that lag has real consequences.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help your team get faster control over member communications without adding IT dependency. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change.
Hi John,<br><br>Following up on what I sent about the IT dependency piece.<br><br>One example worth sharing: <a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Optum</a> consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow. Their communications team stopped waiting on developers for every change.<br><br>That matters especially at your scale. When a CMS disclosure requirement shifts or a notice needs updated language before open enrollment, the wait for a developer to touch the template is the bottleneck. With millions of members, that's not a small problem.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with controls still in place. Your compliance and communications team makes the change directly.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service to eliminate developer scarcity issues.
Subject: One last thing, John
Hi John,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document processes become too much of a friction for your team, feel free to reach out.
Proof: T1=Optum (200+ templates, BCBS/Humana) | Natera (2.5wk->2days) | Allied Benefits (1M+ comms, $4/doc eliminated). · Asset: GUC3E41.PDF
Hey John, glad we're connected.
Sent you a few notes over email about the IT ticket bottleneck on template changes. Didn't want that to be the only channel.
At MHC we help health plans move template ownership to the business side so communications changes don't sit in a developer queue. Natera got that turnaround from two and a half weeks down to two days after making the switch, which is the kind of thing that tends to matter when your comms volume is high.
If any of this lands, feel free to reach out whenever.
Jamie
Sogica
sogica.ca
· healthcare_medtech_pharma
· Montreal, CA
Specialist in business communication and digital transformation providing personalized marketing and document management.
“Nous permettons aux entreprises de rejoindre leurs client·e·s grâce à des communications personnalisées et multicanales”
Depuis plus de 35 ans, SOGICA est reconnue comme un leader canadien des communications multicanales. Forte de la confiance de près de 200 entreprises clientes en Amérique du Nord, notamment des banques, des compagnies d’assurance et des organisations gouvernementales, nous exploitons les données de …
LinkedIn headcount: 103
LinkedIn profile for Maryse Gaudreau confirms use of 'planetpress Connect designer' at Sogica Inc. as of April 2026. Christina Wang also confirms legacy project conversion from PlanetPress to Quadient Inspire at Sogica.
Tier 3 score 32
CCM Service Provider
⭐ PlanetPress
51_200 employees · 10_50m
Technology & Competitors
Quadient Inspire ⭐
HG Insights
WordPress
HG Insights
PHP
HG Insights
⚡ Competitor case study found:
Quadient
Sogica masterminded its CX by migrating multiple legacy systems (PlanetPress, Exstream) to Quadient Inspire to automate manual tasks and sign larger clients.
Strategic Initiatives
- Formation of SOGICA XC to consolidate digital transformation and CX expertise
Sales Angles & Proof
Primary: eol_deadline
Secondary: migration_risk
Tertiary: member_experience
Sub-vertical: CCM Service Provider / TPA
Awareness: stage_3
Scale: small — Client Count 250+
Doc types: EOBs, SBC, ANOC, EOC, denial/prior auth letters, welcome kits, enrollment packets, ID cards, CMS notices, provider comms
Best proof: Allied Benefits (1M+ comms, $4/doc fees eliminated)
Live Signals (leadership, M&A, events)
- leadership_change: Michel Girardeau cited as Vice President
- Expert Advisor at Sogica Inc.
- technology_migration: Historical evidence of converting projects from PlanetPress/Exstream to Quadient Inspire R14.
Contacts (8)
completed: 1 queued: 7
0 active · 0 🔗
Charles-Henri Nedjar
Vice-président marketing et expérience client
operations · vp
queued
– none
champion
step 0/3
📋 CCM_Buyers_Guide.pdf
Angle: strategic_succession_and_modernization
Hooks: your role as a new shareholder in the recent Sogica succession, recognition at Quadient Inspire for 'Transformation of the Year', Sogica's leadership in multi-channel business communications (print, web, electronic)
posture: peer CTA: medium_direct type: differentiation_led
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Subject: Sogica doc infrastructure question
Hi Charles-Henri,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing marketing and customer experience at Sogica, I wanted to ask about something we see come up a lot at healthcare payer organizations running older document platforms. With PlanetPress sunsetting, are you actively evaluating what replaces it for documents like EOBs, ANOCs, denial letters, and CMS notices, or is that still in early stages?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's anything useful here for where Sogica is headed. If you're not the right person to talk to, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help make sure the document layer keeps up with the rest of your CX work. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress sunsetting forces a critical evaluation of long-term legacy document stability.
Hi Charles-Henri,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Natera was in a similar spot, relying on a document workflow that couldn't keep pace with their output needs. After moving to MHC NorthStar CCM, they cut patient report turnaround from 2.5 weeks to 2 days. The change came from letting their ops team handle template updates directly instead of routing every change through a developer.<br><br>For a team managing member-facing documents like EOBs, ANOCs, and CMS notices, that kind of flexibility matters. When a disclosure requirement changes, the people who know what the document should say can update it the same day, with approval workflows built in. IT stops being the bottleneck on every change cycle.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Don't default to OL Connect; explore alternatives that allow business users to manage CMS/provider notices without IT bottlenecks.
Subject: One more thing, Charles-Henri
Hi Charles-Henri,<br><br>Sent you a couple of notes about the document platform question at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Our team put together a resource on how healthcare organizations handle this transition away from legacy CCM systems. Might be useful given where things are headed.<br><br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes more sense.
Proof: MHC NorthStar enables firms like Guardian and Allstate to eliminate developer scarcity risks. · Asset: CCM_Buyers_Guide.pdf
Glad we're connected, Charles-Henri.
I sent a few emails recently around the PlanetPress sunset question and what that means for long-term document stability at Sogica. At MHC we help insurers and health plans move template ownership to the business side so those platform transitions don't stay stuck in IT. Guardian and Allstate have used that approach to take developer dependency off the table entirely.
Worth a quick conversation to see if any of this is relevant?
Jamie
Steeve Poirier
Directeur, Marketing Relationnel et Expérience Client
operations · director
queued
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: PlanetPress sunset context + marketing/CX focus
Hooks: Current focus on re-defining standards of excellence in relationship marketing and client experience at Sogica., Extensive background as a variable data cross-media specialist, likely managing the very PlanetPress/Exstream workflows Sogica has migrated., Sogica's leadership in converting legacy PlanetPress projects to modernize CX for larger clients.
posture: peer CTA: medium_direct type: differentiation_led
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Subject: member comms platform at Sogica
Hi Steeve,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading relationship marketing and CX at Sogica, I wanted to ask about something we see come up a lot at communication services firms your size. With PlanetPress heading toward end of life, are you evaluating alternatives, or is the path right now defaulting toward OL Connect?<br><br>The reason I ask is that the vendor-pushed upgrade path usually means the same IT dependency for template changes, just on newer infrastructure. For documents like EOBs, SBCs, ANOCs, and denial letters, that matters. Every regulatory change still becomes a developer project instead of something your team can handle directly.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's a fit here. If you're not the right person at Sogica, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress EOL timeline and the risk of defaulting to OL Connect for complex documents like SBCs or EOBs.
Hi Steeve,<br><br>One more thought on the PlanetPress piece I mentioned.<br><br>Natera was running into something similar, where the document production layer was tied to IT for every change. They moved to MHC NorthStar CCM and cut patient report turnaround from 2.5 weeks to 2 days. The shift was that the clinical and ops teams could update templates directly, without an IT ticket for every change.<br><br>For a firm like Sogica that's managing EOBs, SBCs, and CMS notices across multiple client workflows, that kind of flexibility is hard to get from a vendor upgrade that keeps the same architecture. The compliance team makes the change, the document goes out the same day.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Evaluate alternatives before committing to a vendor-pushed Cloud upgrade; move beyond IT-dependency for template changes.
Subject: One last thing, Steeve
Hi Steeve,<br><br>Sent you a couple of notes about the PlanetPress situation at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached a similar consolidation across multiple legacy document systems:<br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If the current document production setup becomes more of a friction point as you evaluate what comes after PlanetPress, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Insurance leaders like Guardian and Allstate managed 25+ insurer migrations to modernize mid-market CCM operations. · Asset: ULTIMA1.PDF
Steeve, glad you connected. I sent a few emails recently about the PlanetPress end-of-life timeline and the risk of landing on OL Connect by default for something as complex as SBCs or EOBs. At MHC we help insurers move template ownership off IT queues and to the business side. Guardian and Allstate both went through that transition, part of 25+ insurer migrations we've supported to modernize mid-market CCM operations. Happy to reconnect here if the timing ever works.
Jamie
Daniel Pullen
Director Document Composition
operations · director
queued
– none
champion
step 0/3
📋 ULTIMA1.PDF
Angle: document automation leadership and migration expertise
Hooks: leading a team of 20+ developers on complex B2B/B2C transactional documents, deep knowledge of Quadient Inspire and automation scripts, recent presentation at Quadient Innovation Days sharing success stories
posture: peer CTA: medium_direct type: differentiation_led
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Subject: document composition at Sogica
Hi Daniel,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading document composition at Sogica, I wanted to ask about something that's come up a lot lately with healthcare payer teams running older composition platforms. With Pitney Bowes winding down PlanetPress, was wondering if your team has started evaluating alternatives or if that's still in the planning stage.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see how we can help your team get ahead of the transition on things like EOBs, prior auth letters, and CMS notices. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to chat and see how we can help your team get ahead of the transition. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress: All=EOL deadline (vendor sunset). E2=don't default to OL Connect, evaluate alternatives.
Hi Daniel,<br><br>Following up on what I sent about the PlanetPress sunset piece.<br><br>One thing I should have included: Optum consolidated 200+ templates across BCBS and Humana plan types using MHC NorthStar CCM. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The business side handles template changes directly, so IT stops being the bottleneck every time a CMS disclosure requirement shifts or a plan design changes mid-year.<br><br>What I see come up with teams your size is the default assumption that the upgrade path means staying in the same vendor family. Sometimes that's the right call. Sometimes there's a better fit once you actually run the evaluation. Given that you're already deep in Quadient Inspire, it might be worth pressure-testing whether that's still the best direction for your EOBs, ANOCs, and member-facing documents going forward.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: IT dependency bottleneck for template changes vs business-user self-service.
Subject: one last thing, Daniel
Hi Daniel,<br><br>Sent you a couple of notes about the PlanetPress sunset and what that means for document composition at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached a similar consolidation across their member communications: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: Sogica masterminded its CX by migrating multiple legacy systems (PlanetPress, Exstream) to Quadient Inspire to automate manual tasks and sign larger clients. · Asset: ULTIMA1.PDF
Hey Daniel, appreciated you connecting.
Sent you a few emails about the PlanetPress sunset and whether it made sense to look at alternatives rather than defaulting to OL Connect. Figured LinkedIn might be a better place to pick this up.
At MHC we help health plans move off legacy document platforms so business teams can manage template changes without routing everything through IT. Sogica actually went through a similar migration, consolidating PlanetPress and Exstream into a single platform to get manual work off the team's plate and support larger client relationships.
Worth a quick conversation to see if any of this is relevant?
Jamie
François Sévigny
Directeur principal TI et services d'entreprise
engineering · director
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📋 CUSTOM1.PDF
Angle: Sogica's evolution from PlanetPress/Exstream legacy to Quadient CX leadership.
Hooks: Recognition as Quadient CX Transformer of the Year in 2023, Transition to internal ownership/repreneuriat in April 2025, Extensive document automation for EOBs and CMS notices
posture: challenger CTA: medium_direct type: differentiation_led
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Subject: document platform decision at Sogica
Hi François,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing IT and enterprise services at Sogica, I wanted to ask something we see come up a lot when a document platform vendor changes course. When your team evaluates what comes next for things like EOBs, CMS notices, denial letters, and enrollment packets, is the evaluation staying in-house or is it getting pulled toward the vendor's default upgrade path?<br><br>The reason I ask is that a lot of IT directors in your position end up in a situation where the replacement platform looks different on the surface but the underlying dependency on developers to manage templates stays exactly the same. Every change to an EOB or an ANOC still requires a ticket. The business side still waits.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat and see if any of this is relevant to where Sogica is headed. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress sunsetting forces a critical architecture choice beyond just the default upgrade.
Hi François,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br>Allied Benefits processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC. What made the difference wasn't just switching platforms. It was that their ops and compliance teams could update templates directly, without waiting on a developer. Changes to denial letters, EOBs, prior auth notices happen the same day now.<br><br>That matters especially in healthcare payer, where CMS disclosure requirements can shift and you need changes to reach your full member population fast. When the people who know what the document should say are also the ones who can update it, the ticket never gets written. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls IT needs.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Defaulting to OL Connect often replicates legacy developer scarcity; true modernization requires business-user self-service to end IT bottlenecks.
Subject: one last thing for Sogica
Hi François,<br><br>Sent you a couple of notes about document platform decisions at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Here's how Optum approached this: https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become too much of a friction as you sort out the platform question, feel free to reach out. Happy to reconnect whenever the timing makes sense.
Proof: MHC helped Allied Benefits eliminate $4/doc costs and scale to 1M+ communications without the typical 'developer scarcity' tax. · Asset: CUSTOM1.PDF
Appreciated the connection, François.
Sent you a couple of emails about the PlanetPress sunset and what that architecture decision actually opens up beyond a straight upgrade path. At MHC we help health plans and insurers move document ownership to the business side so IT isn't the bottleneck on every template change. Allied Benefits went through something similar and got to 1M+ communications without the developer dependency costs they were carrying before.
If Sogica is still working through what that transition looks like, happy to reconnect here if the timing ever works.
Jamie
Ghislain Côté
Directeur, Architecture et Services Numériques
engineering · director
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📋 CSFIN1.PDF
Angle: strategic migration architect
Hooks: Ongoing leadership in digital services at Sogica since 2018, TOGAF 9 and ITIL certifications mapping to complex architecture transitions, Expertise in document composition and digital transformation as noted in Sogica's recent migration history from PlanetPress/Exstream
posture: peer CTA: soft type: problem_first
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Subject: Document templates at Sogica
Hi Ghislain,<br><br>Jamie here from MHC Automation.<br><br>Given your role leading architecture and digital services at Sogica, I wanted to ask about something that comes up a lot at healthcare payer organizations doing serious document infrastructure work. When your team needs to update something like an EOB, a denial letter, or an ANOC, how many hands does that change have to go through before it's live?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a chat and see how we can help reduce the IT dependency on template changes for documents like these. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help reduce the IT dependency on template changes for documents like these. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: IT dependency bottleneck for every template change
Hi Ghislain,<br><br>One more thought on the template change bottleneck I mentioned.<br><br>HSBC runs 100 to 200 trade document templates on MHC for letters of credit, guarantees, and SWIFT messages. Their compliance and ops teams handle template updates directly now, without routing every change through a developer. That matters a lot when a regulatory requirement shifts and the change has to go out fast.<br><br>For a team like yours that's already navigated complex document infrastructure migrations, that kind of setup tends to resonate. EOBs, prior auth letters, CMS notices, enrollment packets, these are high-stakes documents. When the person who knows what the document should say is also the one who can update it, the wait disappears. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: business-user self-service
Subject: One last thing, Ghislain
Hi Ghislain,<br><br>Sent you a couple of notes about document template infrastructure at Sogica. Wanted to share one last thing before I get too persistent.<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/">Our team has put together a resource on how we replace legacy document platforms and what that looks like for healthcare organizations specifically.</a><br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: HSBC (100-200 templates, SWIFT) · Asset: CSFIN1.PDF
Ghislain, sent you a few emails recently about the IT ticket bottleneck on template changes, so figured LinkedIn made sense as another way to connect.
At MHC we help organizations move template ownership to the business side so every update stops needing a developer in the loop. HSBC ran into the same dependency problem across a large template library and was able to cut IT out of the day-to-day change cycle entirely.
Worth a quick conversation to see if any of this is relevant?
Jamie
Tristan Mac Donald
Directeur principal programmation et transformation numérique
engineering · director
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📋 CUSTOM1.PDF
Angle: strategic technical leadership in Sogica's recent family and managerial succession
Hooks: your role in Sogica's managerial succession announced in April 2025, presenting Sogica success stories at Quadient Innovation Days, modernizing document composition for 250+ clients
posture: peer CTA: medium_direct type: differentiation_led
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Subject: document platform question, Sogica
Hi Tristan,<br><br>Jamie here from MHC Automation.<br><br>I saw the announcement about your expanded role at Sogica this past April. Congrats on that. Given your work leading digital transformation for 250+ payer clients, I wanted to ask something that comes up a lot with teams doing high-volume CCM migrations: are you evaluating what comes next for your document composition stack, or is the path forward already set?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to have a quick chat about what we're seeing from teams managing EOBs, ANOCs, denial letters, and CMS notices at scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a quick chat about what we're seeing from teams managing EOBs, ANOCs, denial letters, and CMS notices at scale. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress sunset EOL deadline and the technical debt of maintaining legacy PlanetPress/Exstream environments while scaling for larger clients
Hi Tristan,<br><br>One more thought on the CCM architecture piece I mentioned.<br><br>We recently helped HSBC migrate 100 to 200 complex trade document templates, including SWIFT integrations, onto MHC NorthStar CCM. The project involved a lot of the same challenges that come up in payer environments: multiple legacy sources, complex template logic, compliance requirements that can't slip.<br><br>What tends to change after a migration like that is where the bottleneck sits. When CMS updates a disclosure requirement affecting EOBs or ANOCs, the compliance team handles it directly instead of waiting on a developer. That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: don't default to OL Connect as the only upgrade path; evaluate MHC as an architecture-first alternative to simplify the ecosystem
Subject: one last thing, Sogica
Hi Tristan,<br><br>Sent you a couple of notes about CCM architecture at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how we work with organizations coming off legacy document platforms. Given what you presented at Quadient Innovation Days and the migration work Sogica does for payer clients, some of it might be worth a look.<br><br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current document composition processes become a friction point for your clients or your own stack, feel free to reach out.
Proof: HSBC migration involving 100-200 complex templates and SWIFT integration · Asset: CUSTOM1.PDF
Tristan, glad we're connected here.
I sent you a few emails recently about the PlanetPress sunset question and the overhead of keeping legacy document environments running while you're trying to scale. Didn't want to just let that sit without at least saying hello directly.
At MHC we help organisations move off those ageing platforms without the template rebuild work becoming a project that stalls everything else. HSBC went through a similar migration, around 100 to 200 complex templates including SWIFT integration, and got to the other side without derailing the broader roadmap.
If any of this lands, feel free to reach out whenever.
Jamie
Martin Bachant
Premier vice-président exécutif et chef de la stratégie
engineering · c_level
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📋 ULTIMA1.PDF
Angle: Sogica's modernization journey and leadership in document technology
Hooks: Your previous experience leading Xerox Canada's digital transformation and intelligent workplace services., Sogica's strategic transition from legacy systems like PlanetPress to Quadient Inspire to unlock CX growth., Sogica's focus on high-stakes document types like EOBs, SBCs, and CMS notices for the healthcare vertical.
posture: peer CTA: medium_direct type: differentiation_led
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Subject: Document ops at Sogica
Hi Martin,<br><br>Jamie here from MHC Automation.<br><br>Given your role overseeing strategy at Sogica, I wanted to ask about something that comes up a lot at healthcare payer organizations doing serious document work. When your team needs to update something like an EOB, a denial letter, or a CMS notice, how many people does that change have to touch before it goes out?<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if there's something useful here for the work Sogica is doing. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>I'd be happy to have a chat and see how we can help get document changes out faster without adding headcount. If you're not the right person, I'd appreciate being pointed in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress
Hi Martin,<br><br>One more thought on the document ops piece I mentioned.<br><br>Optum consolidated 200+ templates across BCBS and Humana plan types. Authorization letters, approval notices, denial correspondence, all running through one compliant workflow now. The compliance team makes changes directly, without IT in the middle.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path without removing the controls. For a team managing EOBs, SBCs, ANOCs, and CMS notices, that means a regulatory update doesn't turn into a three-week IT project.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: PlanetPress
Subject: One last thing, Martin
Hi Martin,<br><br>Sent you a couple of notes about document operations at Sogica. Wanted to share one last thing before I get too persistent.<br><br>Our team has put together a resource on how healthcare payer organizations handle high-stakes documents like EOBs and CMS notices at scale without legacy platform constraints.<br><br>https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/<br><br>If current CCM or document composition processes become too much of a friction, feel free to reach out.
Proof: Sogica masterminded its CX by migrating multiple legacy systems (PlanetPress, Exstream) to modernize document operations and automate manual tasks. · Asset: ULTIMA1.PDF
Hey Martin, good to be connected.
Sent you a few emails recently about the PlanetPress side of things at Sogica. Didn't want that to just sit in your inbox without a quick note here.
At MHC we help organisations move off legacy document platforms and get template control back on the business side. Sogica actually came up in our own research as a company that's done serious work migrating off PlanetPress and Exstream to modernise how documents get managed and automate what used to be manual.
If any of this lands, feel free to reach out whenever.
Jamie
Michel Girardeau
Vice President, Expert Advisor
operations · vp
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📋 CCM_Buyers_Guide.pdf
Angle: Sogica's evolution from CGI and previous migration of PlanetPress/Exstream to Quadient
Hooks: Your 35+ years in document management and history of leading Sogica through the transition from CGI's document unit., Specific expertise in converting high-volume digital printing projects from PlanetPress and Exstream., Previous success masterminding Sogica's CX by consolidating legacy systems to automate manual tasks.
posture: challenger CTA: medium_direct type: differentiation_led
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Subject: Document platform decision at Sogica
Hi Michel,<br><br>Jamie here from MHC Automation.<br><br>Given your role at Sogica and the work you're doing around digital transformation and document composition, I wanted to ask about something that comes up a lot with healthcare communication shops your size. With PlanetPress reaching end of life, is your team evaluating the full landscape right now, or is the path to OL Connect already set?<br><br>The reason I ask: a lot of organizations in your position have been through one migration already and don't want to do it again in five years. The question isn't just what replaces PlanetPress. It's whether the current mix of platforms is actually the right long-term foundation for high-volume regulatory and member communications, or whether this is the moment to get off that cycle entirely.<br><br>We work with 250+ healthcare organizations on their document infrastructure, including Optum, CVS Health, and Johns Hopkins. Ranked #1 mid-market CCM by Aspire. I'd be happy to chat and see if anything we're doing is relevant to where Sogica is headed. If you're not the right person to have that conversation with, I'd appreciate a point in the right direction.<br><br>PS: here is my calendar link for convenience: https://meetings-na2.hubspot.com/jamie-harris/mhcnorthstar
Pain angle: PlanetPress sunsetting forces a critical decision: default to the vendor's next platform or evaluate if current Quadient/legacy mix is still the best operational roadmap for high-volume EOBs and CMS notices.
Hi Michel,<br><br>One more thought on the platform evaluation piece I mentioned.<br><br><a href="https://www.mhcautomation.com/customer-stories/healthcare-organization-modernizes-billing-from-document-generation-to-payment-processing/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Allied%20%28Anon%29">Allied Benefits</a> processes over 1 million annual communications across 250+ templates and 80+ plan variations. They eliminated $4 per document in vendor fees after moving to MHC NorthStar CCM. For a shop managing high-volume member and regulatory documents, that kind of reduction compounds quickly.<br><br>The bigger shift was on the operational side. Their compliance team started managing template changes directly, without routing every update through a developer. When a plan requirement changed, the change happened the same day.<br><br>That's what MHC NorthStar CCM does differently: it removes the developer from the day-to-day change path with approval workflows built in.<br><br>If this resonates, happy to chat in the days or weeks to come. I can share some docs if that's the preferred initial step.
Reframe: Rather than defaulting to OL Connect for remaining PlanetPress workloads, consider if a cloud-native DocOps approach could finally eliminate the remaining manual tasks that even your Quadient migration hasn't fully solved.
Subject: One last thing, Michel
Hi Michel,<br><br><a href="https://www.mhcautomation.com/customer-stories/optum-home-community-streamlines-patient-communications/?utm_campaign=227748570-CM_CDA_Customer%20Stories&utm_source=Chameleon&utm_content=Customer%20Story%20-%20Optum">Here's how Optum Home & Community approached this</a><br><br>If current document composition processes become too much of a friction, feel free to reach out.
Proof: MHC helped Allied Benefits eliminate $4 per document by modernizing over 1 million communications, similar to the high-volume EOB and ID card scale Sogica manages. · Asset: CCM_Buyers_Guide.pdf
Hey Michel, glad to connect.
Sent you a few emails about the PlanetPress sunset and the decision it forces around whether to follow the vendor path or step back and evaluate whether the current Quadient mix still makes sense for high-volume EOBs and CMS notices at that scale.
At MHC we help health plans modernise that document layer without locking into the wrong platform twice. Allied Benefits cut $4 per document after modernising over a million communications, which is a similar volume to what Sogica runs.
If any of this lands, feel free to reach out whenever.
Jamie