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INTELLECTIVE UNITYPEOPLE. APPLICATIONS. AI.

One Enterprise.Infinite Possibilities.

Enterprise Information. Unified. Secure. AI-Ready.Your business runs on multiple systems. Your people shouldn't have to.
Unity brings it together.Unity. The Foundation for a Smarter Enterprise.

See how Unity works
INSURANCEBeyond borders.BANKINGCloser to customers.HEALTHCARECare keeps moving.
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PROOF HAS A NAME.

Experience earned.
At enterprise scale.

Selected organizations we’ve worked with over the years. No endorsement is implied.

01 / PROVEN IN COMPLEX BUSINESSES

Real work.
Real impact.

Insurance, banking, healthcare and beyond. See how organizations connect information, improve operations and modernize with Unity.

Illustrative view of a container ship crossing open water
Chubb01 / INSURANCE
GLOBAL UNDERWRITING & CLAIMS

One business.
Across every border.

Bringing global operations consistent
processes across language, currency, and methodology.

SCALE WITHOUT THE FRICTION.↓
54Countries.
A consistent experience.
50+Source systems.
Connected to the work.
THE BUSINESS IMPACT

Global operational efficiency. Chubb brought claims and underwriting together across countries, markets, languages, and acquisitions.

INSURANCE / CHUBB

Global growth.
A consistent way to work.

The business challenge

Acquisitions and rapid growth had left Chubb with aging operational applications and country-specific systems. Claims and underwriting teams needed a common working experience without losing the requirements of each market.

What changed

Intellective brought information and tasks from more than 50 source systems into a consistent experience across 54 countries. Chubb could standardize core underwriting processes, integrate acquisitions, and give employees relevant information in context.

The impact

  • Reduced maintenance costs and improved operational efficiency.
  • Less rekeying and improved data quality, as described by Chubb’s CIO.
  • A foundation for shared training and roles across countries and languages.
Read the case study
CHUBB / IN THEIR WORDSChubb
This is a real
operational efficiency
improvement for Chubb.
Matt Phillips
CIO – AOG, Ace Group
Illustrative metropolitan concourse with people moving through monumental architecture
Bank of America02 / BANKING
MORTGAGE OPERATIONS & CLIENT EXPERIENCE

A clearer view.
A stronger connection.

Putting the right information within reach of the people who need it, when they need it, how they need it.

CLOSER TO THE CUSTOMER.↓
35,000+Efficient Users.
Every day.
THE BUSINESS IMPACT

One view for employees. Direct access for mortgage customers. Intellective brought account information, documents, and requests into a consistent experience.

BANKING / BANK OF AMERICA

Clarity at the scale
of enterprise banking.

The business challenge

Mortgage reviews, approvals, and customer service depended on information spread across legacy systems and document repositories. Employees and customers needed a clear, secure way to see the information relevant to them.

What changed

Intellective Unity became the foundation of Bank of America’s Document Management Portal for Mortgage Origination and Management. Employees and mortgage customers gained a consistent view of account information, documents, and requests.

The impact

  • Efficient access to mortgage information for employees.
  • Direct access to account documents and data for mortgage customers.
  • Immediate access to information that supports decisions and client service.
Read the case study
Illustrative medical campus at sunrise, with healthcare professionals walking through a garden
Kaiser Permanente03 / HEALTHCARE
CLINICAL & WORKFORCE OPERATIONS

Modernize.
Keep care moving.

Move beyond legacy constraints.
Keep critical information in reach.

PROGRESS WITHOUT DISRUPTION.↓
One click.Patient documents within reach.
Directly from the clinical workflow.
THE BUSINESS IMPACT

Kaiser Permanente gained room to modernize clinical systems and move away from legacy constraints. Critical documents stayed accessible as content moved behind the scenes. The same approach supported modernization across human resources.

HEALTHCARE / KAISER PERMANENTE

Modernization behind the scenes.
Continuity where it matters.

The business challenge

Kaiser Permanente’s clinical applications were tied to document systems that varied by region. Those dependencies made upgrades and consolidation harder. Progress meant changing the systems behind the work while keeping patient documents available to clinicians.

What changed

Intellective made patient documents accessible directly from Epic with a simple click, regardless of where they were stored. That removed a barrier to modernizing and consolidating Epic. Content could move in the background without disrupting business applications or the people using them.

The same progress across HR

Kaiser also moved HR documents out of a legacy system and into its corporate content environment. Employees could access and use that information through Salesforce, including in dashboards and reports. The HR application gained room to evolve as the underlying document systems changed.

The impact

  • Simpler access to patient documents within the clinical workflow.
  • A path to clinical system upgrades and consolidation, with fewer legacy dependencies.
  • Content migration behind the scenes while applications and users kept working.
  • Corporate documents made more useful within the HR experience.
02 / WHAT IS UNITY?

The whole picture.
The next step.

Your information lives in different places. Your business needs it to work together. Unity provides people, applications, and AI a secure, context driven, and consistent way to find what they need and get work done.

01

Connect what you have.

Bring together business applications, document repositories and legacy systems. Keep your existing systems of record.

02

Make it make sense.

Bring related records together, reconcile inconsistent formats and duplicate representations, and apply the permissions that govern access.

03

Put it to work.

Find the right information and take permitted actions through Unity, your existing applications, or AI. Business rules guide what happens next.

ONE BUSINESS QUESTION. CONNECTED ANSWERS.

See Unity in the flow of work.

THE QUESTION

Can we resolve this customer’s request?

Give your team the information and permitted actions to respond while the customer is still with them.

Customer record · CRM
Supporting documents · Content systems
Open requests · Service platform
CONNECTED THROUGH UNITYOne customer. The complete context.
Route the next step to the right team.Identity, permissions and business rules apply.

Illustrative scenarios. Each solution is configured around your systems, information and business process.

Keep the systems that run your business.
Change what you can do with them.

03 / MAKE AI USEFUL TO YOUR BUSINESS

Better context.
Controlled action.

Give AI access to the information your business depends on—and a governed way to act on it.

Explore your AI opportunity
YOUR ENTERPRISEModern systemsLegacy systems
INTELLECTIVE UNITYTrusted context.
Governed access.

Identity. Permissions.
Business rules.

YOUR AIAI assistantsAI agents
FROM INFORMATION TO ACTION

Unity connects the customer, case or request across systems. AI works with that context, while Unity applies access rules and routes permitted actions to the right systems.

01 / CONTEXT

Answers grounded in your business.

Bring related information and consistent meaning into the AI experience, with access governed by who is asking.

02 / CONTROL

Actions within your rules.

Put permissions, workflow rules and required approvals around the actions AI can request.

03 / CHOICE

Built around your systems.

Give your chosen AI experiences a shared way to use enterprise information and services through Unity.

04 / WHAT CHANGES FOR YOUR BUSINESS

Run better.
Change faster.

Intellective brings critical information into the work your people already do. So they can serve customers, make decisions, and move the business forward.

Decisions, without the chase.

Put account information, documents, and requests in one view. Give people the context to act while the customer is still in front of them.

BANK OF AMERICA

Less effort. More capacity.

Reduce rekeying, workarounds, and the manual effort between systems. Give your teams more time for the work customers depend on.

CHUBB

Progress, without the pause.

Modernize and consolidate the systems behind the work. Keep critical information available to the people who need it throughout the change.

KAISER PERMANENTE

Your people, empowered.
Your business, moving.

Let’s talk about your business
EXPERIENCE, PUT TO WORK.

Built for the work
that can’t stand still.

20YEARS OF MOVING FORWARD
05 / LET’S MOVE FORWARD

Your next
move.

Tell us what’s getting in the way.
Let’s explore what could change.

sales@intellective.com
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