Insurance

Enterprise Document Automation for Insurance

Replace fragmented tools and manual processes with a single automation platform for policy, claims, and customer communications, integrated into your existing core systems.

A conference room with three businessmen collaborating and the text "Rude errors by 52%".
A conference room with three businessmen collaborating and the text "Rude errors by 52%".

Insurance

Enterprise Document Automation for Insurance

Replace fragmented tools and manual processes with a single automation platform for policy, claims, and customer communications, integrated into your existing core systems.

Key Benefits

Drive Measurable Results Across Your Insurance Operations

Experlogix adapts to your specific workflows and requirements, delivering tangible efficiency gains for your team and seamless experiences for your policyholders throughout the entire insurance lifecycle.
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Capture Data at the Source

Self-service web forms and native integrations connect directly to policy administration, claims, billing, CRM, and ECM systems. Eliminate redundant data entry, reduce errors, and ensure downstream documents are generated from trusted system data.
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Build Documents Your Way, Without IT Bottlenecks

A low-code document design environment enables business teams to create and update documents quickly while IT maintains control over templates, data sources, security, and brand standards.
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Accelerate Reviews, Approvals, and Signatures

Route documents through structured approval workflows and integrate with DocuSign, Adobe Sign, and other e-signature platforms to shorten cycle times, improve auditability, and move policies and claims forward faster.
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Automate End-to-End Document Processes

Build workflows that span applications, invoicing, claims, and renewals. Reduce manual work, speed up processing, and free your team for higher-value activities.

Key Use Cases

Streamline Claims Communication

Ensures consistent, timely updates that keep policyholders informed without adding to staff workload.

Experlogix automates the complete correspondence cycle for claims and other document-intensive processes. From initial claim receipt through status updates and resolution, every communication is generated and delivered automatically with appropriate personalization.

Manual Tools Were Slowing Down Critical Insurance Communications

See how SSQ Insurance replaced Excel and Access-based document processes with secure, automated workflows.

Enable Faster, More Accurate Applications

Reducing rework, accelerate decisions and data capture, while improving efficiency acroos document processes.

Combine Smart Forms with digital policy documents to give brokers the tools they need to complete applications efficiently. Pre-configured business rules adapt each form to the customer’s specific situation, ensuring accurate data collection while reducing completion time.

Maintain Compliance Across Jurisdictions

Reduce compliance risk while eliminating the need to maintain separate template versions manually.

The Template Builder leverages familiar Microsoft Word functionality to create sophisticated policy templates with dynamic data fields pulled directly from your systems. Embed jurisdiction-specific content, incorporate dynamic tables and graphics, and rely on automatic language selection to ensure every document meets local regulatory requirements. This reduces compliance risk while eliminating the need to maintain separate template versions manually.

Get a Demo

Your insurance operations run on documents. Making those documents faster to create, easier to manage, and automatically compliant translates directly to lower costs, reduced risk, and better experiences for both your team and your policyholders.