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 Document Automation for Insurance 

Transform Policy Generation

Automate policy generation, claims processing, and compliance documentation securely and accurately, in just a few clicks.

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Trusted by Leading Insurers

Accelerate Delayed Claims

Eliminate Compliance Risks

Reduce High   Error Rates 

Increase Customer Satisfaction

Turn Insurance Document Challenges into Seamless Workflows
Customize policies

Personalize Insurance Quotes

Generate documents with accurate data, terminology, branding, and formatting.

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E-sign and finalize coverage in minutes

Add secure e-signature fields to insurance quotes and proposals.

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Collect Customer Information 

Build custom forms to collect the data you need when you need it within a workflow. 

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Generate customized policies in seconds

Route customer data directly into pre-built templates.

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Create Consistency Across Processes

Ensure that every policy, claim, and customer communication follows a standardized, repeatable process. 

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Comply with Complex Regulations

Leverage configurable business rules and dynamic templates.

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Experlogix Document Automation is

Low-Code, Low Risk, and Full Featured

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Drag & Drop Workflow Builder
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Microsoft Word Add-in Template Builder
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Automated Quote Generation
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CRM + ERP Integration 
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AI Assisted Custom Form Generator
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Data Security & Encryption

Real Results. Real Customers.

See how Coverys transformed outdated document processes with Experlogix

It's a 2-minute read packed with real results

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

Experlogix Smart Flows builds claim-ready communication workflows in minutes. When a claim is filed, it pulls policyholder and policy data to send an immediate acknowledgement. As status changes, it automatically generates and delivers the next message—assessment, payment, or denial—keeping customers informed with accurate, timely details.

Request a Demo

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