Insurance documents

Insurance is a highly regulated document-intensive business. Regulators have a great say in what and how insurers convey information to their customers.

For example, the Insurance Conduct of Business Guidelines (ICOB) has a direct impact on the content and presentation. Also, the EU-wide regulation requires insurance firms to create Key Information Documents (KIDs) that outline the risks and costs of the investment in the customer’s language.

Hence insurers face an need to

  1. Tightly track and manage every document including slips, quotes, policies, and contracts.
  2. Stay in compliance with the ever-changing market and governmental regulations.


Insurers send documents for underwriting, rating, quoting, policy, etc. to their customers. These documents are critical both in conveying information and maintaining the insurer's brand. Manual creation of appealing, accurate, and compliant customer-facing documents is error-prone and costly. This increases the risk of errors and results in inefficient QA checks.

Every minute spent on creating documents is a non-productive minute not spent on evaluation and selling. Re-key data at various points in the process wastes time and resources.

Automate Insurance documents generation

The retail network consisting of advisors and field staff is the growth engine for insurers. To run their business efficiently, insurers must make them more productive during presales. Advisors should be able to access and retrieve data residing in various Enterprise systems to perform risk and performance scenario calculations and cost breakdowns.

To address the above, insurers are adopting document automation solutions. These solutions auto-generate documents from desperate Enterprise data sources and applications. Thus they eliminate manual data entry. It produces compliant documents and removes expensive QA checks.

Thus insurers can go to market quickly, lower costs, and offer better customer service. They help insurers to beat increased scrutiny from the regulators. They also reduce compliance overheads in the pre-sales phase and save costs.

EDocGen Insurance document management software

It is built to deliver a powerful, efficient, and streamlined process for generating documents. You can use it for

  1. Interactive Document Generation:

    Auto-creates data gathering forms (fillable form) from PDF and Microsoft Word templates. The entered information populates the document template, creating a compliant, accurate document. This saves >80% user's time in insurance documents creation.
  2. Bulk (Batch) Document Generation:

    Produces thousands of documents from databases and Enterprise applications data in one go. Omnichannel delivery of generated documents through email, cloud storage, E-sign, or print.
  3. On-demand document generation:

    Interactively create documents for customer/ employee actions such as filling an inquiry form, workflow actions, or updating customer records.

EDocGen improves brand governance. All documents would be generated from the central repository of approved templates. This includes the generation of proposal letters, proof of insurance cards, policy issuance documents. You can be sure that the latest document templates and digital assets are used for document generation.

Life Insurance documents:

Life insurers can rapidly generate personalized documents at every step of the product’s lifecycle. It ensures compliance with branding, jurisdiction-specific variations, language. It also ensures compliance with regulatory changes, legal, and financial requirements.

Health Insurance documents:

Through on-demand document generation, health insurers can provide immediate access to real-time information to health insurance members. This drives customer loyalty.

Group Insurance documents:

Using EDocGen, group benefits insurers can let users generate an array of simple to complex documents. This includes customized policy documents, contracts, and certificates, etc.

How EDocGen Insurance document management software works

It empowers business users to create/edit templates in familiar Microsoft Word / PDF editors. Thus users can create insurance document templates in moments without worrying about formatting.

Insurers can create professional, print-ready documents in DOCX or PDF format with the click of a button. Since it’s a cloud platform, users can create documents at a time and place of their choice.


Authorized users can create, modify or delete insurance templates.

Dynamic Fields

Supports dynamic population of Text, Tables, Images, Content blocks (paragraphs), Hyperlinks, QR codes.

Additional features

Conditional statements (if-else), calculations, multi-lingual document generation.


Generate Quotes, proposals, policies, claims, and reports in PDF or Microsoft Word format.


Print/Email/Sync to cloud storage right from output folder.


Archive generated documents to document management systems such as SharePoint.

One of the notable features is mass amendments to templates, whenever there is a regulatory content change. This can be achieved through a dynamic population of content blocks (paragraphs). Instead of manually updating each template, change just one content block. The new content would reflect on all the associated templates during document creation.

Another biggest bottlenecks in the inusurance process is document collection. Many organizations still turn to email for requesting and collecting documents from customers to complete the customer onboarding. This wastes productivity.

Using EDocGen, insurers can auto-generate fillable forms from existing insurance templates. Customers can access these forms online through secure URLs. They can fill, E-Sign, and upload supporting documents through these forms. The system populates the form data into the templates, and embeds the uploaded documents to generate onboarding document packages. This increases processing capacity and improves customer experience.

Insurance forms

EDoGen is API first product built for complex Insurance document management needs. With a well-developed REST API, it integrates into your eco-system seamlessly to fill gaps in your core system.

Using EDocGen insurance document management software significantly reduces risk, improves compliance governance. It also enhances the customer experience apart from cost and time savings.

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