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Insurance

Document Automation for Insurance

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

Key benefits

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.

Electronic data capture

Experlogix provides self-service web forms and integrations to enterprise core systems – policy administration, claims, invoicing, CRM, and ECM.

Dynamic document templates

Easily configure and design various documents with consistent branding using our low code/no code interface.

Integration to e-signature tools

Streamline the signature collection process with integrations to most e-signature providers, including Docusign and Adobe Sign.

Automated document workflows

Experlogix enables you to easily build and automate insurance document flows, from applications to invoicing, from claims to renewal.

Enhance your customer communications 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.

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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.

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.

Learn more about the security and compliance benefits of document automation.