Document Automation for Insurance

Create, manage and deliver highly personalized and engaging insurance forms and documents that enrich your policyholders’ experience.

Document Automation for Insurance

Generate personalized and compliant documents at every step of the insurance lifecycle

Highly flexible and designed to meet your unique business needs, Experlogix bring unprecedented efficiencies for your insurance company and memorable experiences for your policyholders.

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.

Our powerful solution offers configurable business rules to support jurisdiction-specific variations, multiple languages, regulatory changes, and legal and financial requirements, giving you the piece-of-mind that your forms and documents are meeting industry regulations. We also offer ISO and AAIS update support.
Experlogix provides self-service web forms and integrations to enterprise core systems – policy administration, claims, invoicing, CRM, and ECM – letting you access a wealth of error-free information to make the creation of highly personalized insurance forms and documents easier than ever before.

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.

Man using Document Automation software through API to generate documents

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.
Coverys Chooses Experlogix Document Automation to Replace Aging Document System

Client Story

Coverys chooses experlogix document automation to replace aging document system.

Request a Demo

Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation in action.