Document Automation for Insurance
Create, manage and deliver highly personalized and engaging insurance forms and documents that enrich your policyholders’ experience.
Generate personalized and compliant documents at every step of the insurance lifecycle
Experlogix enables you to easily build and automate insurance document flows, from applications to invoicing, from claims to renewal. Generate data-driven forms and documents, deliver correspondence via traditional and modern channels, manage documents and content in a centralized system – with one click.
Optimize your customer communication with claims process automation
With Experlogix Smart Flows, you can effortlessly automate the creation, generation, and delivery of correspondence throughout document-centric processes such as claims, ensuring every step, from claim reception to status updates, is communicated promptly and personally to policyholders.
- Automates correspondence throughout the claims process.
- Instantly sends personalized acknowledgement letters.
- Updates policyholders with every change to their claim status.
Facilitate access to exclusive coverage with smart digital policies
By integrating Experlogix’s Smart Forms with digital policy documents, brokers are empowered to swiftly complete insurance applications online, tailored by pre-configured business rules that adapt to each customer’s unique situation.
- Enables quick online insurance applications from any device.
- Captures comprehensive customer and coverage details.
- Automatically generates personalized policies for immediate company approval.
Read more on the benefits of automating your claims process for customer experience.
Customize insurance policies to comply with jurisdiction-specific requirements
With the Experlogix Template Builder, harness your Microsoft Word expertise to craft intricate insurance policy templates. This tool integrates dynamic data fields from your systems, allowing you to embed jurisdiction-specific content, dynamic tables, and graphics. Plus, with multi-language support, the right language is auto-selected per jurisdiction, ensuring your documents are always personalized, relevant, and compliant.
- Integrates dynamic data fields for tailored content.
- Embeds jurisdiction-specific clauses, regulations, and financial data.
- Auto-selects language variations ensuring compliance and context.
Request a Demo
Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation in action.