Insurance documents

Insurance is document intensive, highly regulated business. Documents insurers send to their customers are critical both in conveying information and maintaining the brand. Also, regulators have a great say in what and how the information be conveyed.

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 in support of non-investment insurance-related products. The EU-wide regulation requires insurance firms to create Key Information Documents (KIDs) that outline the risks and costs of the Investment in 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 ever-changing market and governmental regulations
  3. Check policies against internal standards

Manual creation of appealing, accurate, and compliant customer-facing documents for underwriting, rating, quoting, and policy are error-prone and costly. This increases the risk of errors and results in inefficient QA checks.

Insurance document management system

Automate Insurance documents generation

To run their business efficiently, Insurers must make their retail network consisting of advisors and field staff 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. Finally, they enter this data into the mandated document template to remain compliant in the pre-sales phase.

As you can see, creating insurance documents is a substantial challenge. Every minute spent on creating documents is a non- productive minute not spent in evaluation and selling. Re-key data at various points in the binding and reinsurance processes wastes time and resources.

Insurers are increasingly adopting document automation solutions to beat increased scrutiny from the regulators, and growing pressure of cost savings. These solutions auto-generate documents by populating the pre-approved template with data from desperate Enterprise data sources and applications thus eliminating duplicate data entry. It produces consistent documents, removing expensive QA checks. This allows insurers to go to market quickly, lower costs and offer better customer service.

EDocGen Insurance document management system

EDocGen is built to deliver a powerful, efficient, streamlined process for generating the documents. Some of the most valuable features include

  1. Interactive Document Generation: EDocGen automatically creates interactive data gathering forms (fillable form) from PDF and Microsoft Word templates for creating documents in real time. Users simply answer a dynamic set of questions in the browser. This information then populates the document template, creating a compliant, accurate document saving >80% time.
  2. Bulk (Batch) Document Generation: Produce thousands of documents from database and Enterprise applications data in one go. Distribute them through email, sync to 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 etc.

EDocGen helps insurance brokers, underwriters and carriers to automate their documents. It can be used to automate the generation of any documentation including the custom quote or proposal letters, proof of insurance cards, policy issuance document and more.

Moreover, it improves brand governance as all documents would be generated from the central repository of approved templates. With well-developed REST API, it integrates into your eco-system seamlessly to fill gaps in your core system.

Life Insurance documents:

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

Health Insurance documents:

Through on-demand document generation, health insurers can provide immediate access of real-time information to health insurance members thus driving 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 Insurance document management system Works

EDocGen document automation solution empowers business users to create/edit templates in familiar Microsoft Word / PDF editors. Thus users can create insurance documents in moments without worrying about formatting or data entry.

Create professional, print-ready documents in DOCX or PDF formats with the EDocGen document generator. Since it’s a cloud platform, users can create documents on click of a button online time and place of their choosing.


Authorized users can create, modify or delete Word/PDF templates

Dynamic Fields

Supports dynamic population of Text, Tables, Images, Content blocks (paragraphs), Hyperlinks, signatures etc.

Additional features

Conditional statements, calculations, multi-lingual document generation


Generate Quotes, Proposals, policies, Claims and Reports in PDF or Microsoft Word format. In bulk document generation, multiple documents generated would be available in Zip format for download


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


API integration for archiving generated documents into document management systems such as SharePoint

EDoGen is API first product built for complex Insurance document generation needs. One of the notable features is mass-amendments to templates whenever there is a regulatory content change through dynamic population of content blocks (paragraphs). Instead of manually updating each template, change just one content block and new content reflects during document generation for all the associated templates. This significantly enhances business processes.

Using EDocGen insurance document management significantly reduces risk, improves compliance governance, and enhances the customer experience in addition to cost and time savings.