Generate Custom Documents with Ease

No coding, no hassle—create document templates that populate with case-specific information automatically.

With our platform, you can easily create custom templates for any stage of the claims process, without needing any technical skills. Whether it’s letters, emails, or SMS, just tell the system what kind of document you need and when to generate it.

How It Works

• Define Your Document, We’ll Handle the Rest:
  Simply explain what you need:
  ‘Create a customer notification letter, SMS and email when a claim is approved that includes the customer’s name, policy number, and settlement amount.’
  The system will automatically generate the templates and fill in the appropriate details for each case.
• Seamless Automation of Documents:
  Set up rules that trigger document creation at any point in the process. For example, when all necessary approvals are in place, the system can send out closing documents populated with the required information—saving your team hours of manual work.
• Pre-Built Templates or Customize Your Own:
  Use our library of pre-built templates or customize your own with drag-and-drop simplicity. Whether you need legal forms, invoices, or personalized communication, our software makes it effortless.

Key Benefits

• Faster Document Processing:
  Eliminate manual document creation and ensure that each communication is timely and accurate.
• Personalized for Every Case:
  Automatically include case-specific details, so every document is relevant and up-to-date.
• Simple, Intuitive Interface:
  No need for IT help—just point, click, and customize.