Document Automation

Automated Document Generation for Insurance

Highly flexible and designed to meet your unique business needs, Experlogix Document Automation software gives you the tools you need to create, manage and deliver personalized insurance forms and documents in just a few clicks.

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Customize policies

Customize insurance policies

Create data-driven templates and easily set up complex workflows and business rules, so you can generate insurance claims, quotes and proposals with accurate content, terminology, branding, and format. Dynamic tables and graphics showing local trends in claims or premium costs are also inserted in the documents. These features ensure your policy documents are customized, contextual and compliant every time.

Comply with complex regulations

Comply with complex regulations

Our solutions offer 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 insurance forms and documents are meeting industry regulations. We also offer ISO and AAIS update support.

Document Flows

Consistent document flows

Experlogix enables you to easily build and automate insurance document flows, from application to invoicing, from claims to renewal. Generate data-driven insurance forms and documents, deliver correspondence via traditional and modern channels, manage documents and content in a centralized system – in one click.

e-signatures

Fast and secure e-signatures

With just a few clicks, you can add e-signature fields to insurance quotes and insurance proposals and add them to your automated document flows, so that you can collect in minutes secure and trusted e-signatures from prospective clients. Experlogix's solutions integrate with major electronic signature providers – DocuSign, Sertifi, OneSpan Sign, and Adobe Sign.

Our Insurance Clients

Generate Accurate Insurance Documents at Every Step

Experlogix clients report a reduction in errors and time as well as improved quote accuracy. 

Optimize Your Customer Communication with

Claims Process Automation

With Experlogix Smart Flows, you easily build and configure a flow that automates the creation, generation and delivery of your correspondence at every step of the claims process. Upon reception of a claim by your insurance company, the Smart Flow instantly generates and delivers an acknowledgement letter personalized with information provided by the policyholder during the filing of the claim and data found in your policy administration or CRM systems. Changes to the status of a claim throughout the process – whether damages are being assessed by an expert, the payment is on its way, or the claim has been denied – trigger the creation and delivery of related correspondence to the policyholder, communicating them relevant and accurate information in a timely manner.

➯ Read the remarkable success stories of companies like yours, enjoying the benefits of Experlogix

Request a Demo

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