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) from the UK Financial Services Authority rules and guidance has a direct impact on the content and presentation of documents generated. 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 own language.

Hence insurers face an ever-growing 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


Documents insurers send to their customers are critical both in conveying information and maintaining the brand. Manual creation of appealing, accurate, and compliant customer-facing documents for underwriting, rating, quoting, policy, etc. are 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.

Insurance document management system

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 increasingly adopting document automation solutions. These solutions auto-generate documents from desperate Enterprise data sources and applications thus eliminating manual data entry. It produces consistent documents and removes expensive QA checks.

It helps insurers to beat increased scrutiny from the regulators, and growing pressure of cost savings. It reduces compliance over-heads in the pre-sales phase. Thus insurers can go to market quickly, lower costs, and offer better customer service.

EDocGen Insurance document management software

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

  1. Interactive Document Generation:

    EDocGen automatically creates data gathering forms (fillable form) from PDF and Microsoft Word templates. The entered information then 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 or print
  3. On-demand document generation:

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

EDocGen improves brand governance as all documents would be generated from the central repository of approved templates. You can be sure that the latest document templates and digital assets are used for document generation.

It helps insurance brokers, underwriters and carriers to automate their entire documents creation. It can be used to automate proposal letters, proof of insurance cards, policy issuance document and more.

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. 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 lets users generate an array of simple to complex documents including customized policy documents, contracts, and certificates, etc.

How EDocGen Insurance document management software works

EDocGen 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 on 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 Word/PDF templates

Dynamic Fields

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

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


API integration for archiving generated documents into 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.

EDoGen is API first product built for complex Insurance document management needs. With 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.

Popular Posts

Contracts are an essential part of business operations for any enterprise. Manually drafting

Mail Merge is one of the most popular features of Microsoft Office. Mail merge merges Excel

How about merging XML file to word document? XML is the universal standard for data