Document Automation for Insurance

Accelerate your document processes

Automate manual document processes and generate insurance forms faster, with fewer errors and less dependence on IT.

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Trusted by Leading Insurers

Improve 
Productivity

Mitigate Compliance
Risks

Reduce 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.

e-signatures

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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High-Volume Document Generation
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CRM + ERP Integrations 
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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See how Coverys transformed outdated document processes with Experlogix

Request a Demo

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