Digital Policy Document Generation

insurance policy document generation

What is the Digital Policy Document Generation?

The Digital Policy Document Generation creates the document dynamically with the customer’s data and adds a digitally signed certificate before sending it to the new client. As a result, the document clearly identifies the insurer as the author. In addition, a valid digital signature implies that the document was not digitally altered after it was created.

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Objectives:

  • Complete the policy sale or renewal process entirely online.
  • Provide the insured with the policy document through a digital channel as quickly and effectively as possible.
  • Lower creation and distribution costs.
  • Lower delivery times.
  • Improve the customer experience by offering more convenience, high availability, and immediacy.
  • Relate the corporate brand with innovation and cutting-edge technology.

Solution:

Completing the policy purchase process online through web forms or integrating data from structured sources that generate a signed digital document with technical and legal security standards. DANAconnect also offers a portal for verifying the validity of the digital signature.

Customization options:

  • Certificate digitally signed by the insurer
  • Corporate image, colors, logo, and image of the insurer in the document and communications
  • Dynamically generated and personalized information of the insured on the policy
  • The digital channel for delivery can be tailored to specific needs
  • Integration with internal systems, tickets, and/or insurance core
  • The advisors/brokers can be incorporated into the flows so that they also receive the information

Implementation timeframe:

  • 2 to 4 weeks

Pre-requirements:

Cross Channel Strategy:

  • Emails
  • SMS as alternative channel
  • Webforms
  • CRM Tickets optionally

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