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Document Generation

Generate quotes, policies, and regulatory documents on demand.

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Generate quotes, policies, and regulatory documents on demand

Document Generation allows teams to easily manage templates to generate documentation quickly and accurately. 

Workflows

Quickly and easily generate documents from within the underwriting workflow – this ensures an uninterrupted process and avoids having to work in multiple systems. 

No rekeying

By using data from the risk, this eliminates the need for repetitive data entry and ensures accurate information generated within the documents.  

Dynamic previews

The ability to preview documents from within the Underwriting Workbench enables underwriters to make real-time adjustments before generating any documents. 

Connected library

Document Generation can be linked to clauses managed in the Clause Library or other assets to extract information and add these to the documents.  

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