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 a 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.


Insurance companies 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.

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.

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

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.

The policy administration process, from application to claim processing, can be managed through automation. The end goal is to provide quick service at a high level of quality that complies with existing legislation.

To generate a new document, an advisor simply enters a document portal and selects the appropriate template. The system then pulls data from the internal systems and partially fills it with some of the information automatically. The rest of the information can be entered by the advisor either through a data file or a form. The system then generates the finished document in MS Word or PDF formats.

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 automation software

It is built to deliver a powerful, efficient, and streamlined process for generating documents. It is an API-first product that integrates into your IT ecosystem. 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.

It 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, and 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, and 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 document automation solution, group benefits insurers can let users generate an array of simple to complex documents. This includes customized policy documents, contracts, 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.

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.


Authorized users can create, modify, or delete insurance templates.

Dynamic Fields

Supports dynamic population of text, tables, images, content blocks (paragraphs), hyperlinks, and 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 the output folder.


Archive generated documents to document management systems such as SharePoint.

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.

insurance document automation

Another big bottleneck in the insurance process is document collection. Many insurance companies still turn to email for requesting and collecting documents from customers to complete on-boarding. This wastes productivity.

Using the system, insurers can auto-generate fillable forms from existing insurance templates. Customers can access these forms online through secure URLs. They can fill out, 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

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

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