Agents and underwriters spend hours copying applicant details, coverage options and premiums into proposals and policies. With document automation, each one is created from your customer data.
Insurers and brokers create documents at every step of a policy. Proposals and quotes go to applicants, policy documents and certificates of coverage follow once it's issued, and premium receipts and renewal letters come along the way.
Each policy has its own applicant, coverage and premium, but the documents follow the same structure every time. Your team designs each template once, which makes insurance documents a natural fit for automation.
Download a ready-to-use template, adapt it to your needs and generate your first insurance document in minutes.
From the first quote to the renewal letter, every insurance document can be driven by your data.
List benefits, limits and deductibles in tables that grow automatically with the coverage selected.
Learn MoreInclude optional riders, exclusions or special conditions only on the policies they apply to.
Learn MoreAdd up base premiums, riders and taxes directly in your template, for monthly and annual totals.
Learn MoreShow premiums and limits with the right decimals and separators for each customer's locale.
Learn MoreAppend your policy wording or terms and conditions as a static PDF at the end of every document.
Learn MoreKeep the previous versions of each template and restore an earlier one when policy wording changes.
Learn MoreUpload a spreadsheet and generate one renewal letter per row, for every policyholder in a single run.
Learn MoreProcess and store policyholder documents in the region of your choice to help meet compliance regulations.
Learn MoreConnect DocuGenerate to Zapier, Make, n8n or Pipedream, and an insurance document is created the moment an application is submitted, a quote is accepted or a policy is renewed.
Native connectors for Bubble, Coda, Power Apps, Xano and Backendless allow your apps to generate insurance documents reliably from your DocuGenerate templates.
No-Code Integrations
This in-depth tutorial shows how to enhance the Health Plan Selector app in Power Apps with automated document generation, using DocuGenerate to create professional PDF proposals that summarize personalized health plan recommendations.
Questions frequently asked about automating insurance documents with DocuGenerate
Get started with 20 free documents per month and our ready-to-use insurance templates.
