Customizable Templates
Easily build and customize templates with smart placeholders that automatically enter the right data.
Insurance Document Automation
Generate Insurance Documents in Seconds with Custom Templates
Automate insurance document generation and speed up your workflow. Pull real-time data into customizable templates to instantly create personalized documents. Save time and reduce manual errors.
Open-Source Unlimited Users Unlimited Features GenAI No Vendor Lock-In Deliver New Applications 60% Faster Easily Integrate & Extend & Customize
Real-Time Data Integration
Your documents fill in automatically with the corresponding data from your system. No more copy-paste.
Instant PDFs
Download, print, or email your PDF documents in seconds. No manual data entry required.
Automated Document Creation
Deliver documents faster with flexible automation built for insurers. Our powerful solution streamlines the creation of complete document packages, cuts down processing time, and enhances communication across teams and with customers. Improve operational efficiency and simplify workflows. All in one platform.
Built for Insurance Teams
Empower your team with a platform designed specifically for insurers. Openkoda combines automated processes, customizable templates, and streamlined workflows. All in one place. Business users can create and manage templates with an intuitive, Word-like editor, giving insurers full control over the document lifecycle while minimizing reliance on IT.
Centralized Template Management
Maintain control and consistency across all policy, claims, and customer communications. With all templates in one place, insurers can ensure compliance, reduce risk, and eliminate version sprawl. Updates are applied instantly, keeping every document accurate and on-brand.
Integration with Core Systems
Seamlessly connect to your policy, claims, and CRM systems to generate documents with real-time, accurate data. Openkoda eliminates manual entry, reduces errors, and ensures every document reflects your core operations automatically.
How it Works
1. Build Smart Templates
Start by creating your custom document templates. You can simply use a Word-like interface or upload pre-made templates with placeholders for relevant data such as client names, premiums, or payment schedules. It is the foundation for a centralized template management system.
2. Upload and Configure
These templates are uploaded to the Openkoda platform and linked to specific document types (e.g., “Vehicle Policy”). This ensures customization with centralized control and allows for multiple versions of templates for different document workflows.
3. Define Data Sources
Openkoda connects each placeholder to live data from internal systems or data repositories, allowing the platform to automatically extract information and eliminate duplicate data entry.
4. Automate Complex Fields
For complex documents, like payment schedules or legal clauses, the platform supports linking to APIs or endpoints that calculate values dynamically.
5. Streamlined Document Workflows
Through secure workflow capabilities, authorized users can preview, validate, and approve documents before finalization. This ensures that automated document generation stays both compliant and error-free.
6. Generate and Distribute
Once configured, you get complete document packages in PDF ready for distribution to customers or internal stakeholders.
FAQ
Insurance automation refers to using software to streamline and optimize tasks like underwriting, claims processing, policy renewals, and document generation. With Openkoda, insurers can build custom workflows that trigger actions based on real-time events or business logic – eliminating repetitive manual tasks and improving accuracy. For example, Openkoda can automatically generate policy documents, send renewal reminders, acknowledge claims, onboard new clients, or validate data using smart templates and integrations.
Document automation software like Openkoda enables organizations to automatically create, personalize, and distribute documents using predefined templates and live data. Document automation platform helps eliminate manual document drafting, minimizes errors, streamline internal processes, and ensures consistency in communications. For insurers, Openkoda automates key document workflows – such as policies, quotes, and claims – streamlining operations and reducing document creation time.
To automate documentation with Openkoda, you create smart templates, connect them to real-time data sources (like a CRM or insurance platform), and define rules or triggers – such as issuing a new policy or receiving a claim. Openkoda’s automated document generation instantly produces and sends complete, accurate documents without manual input, helping insurers stay efficient and compliant. Learn more here.
The best document creation software is one that’s intuitive, adaptable, and easy to integrate with your existing systems. Openkoda stands out in industries like insurance and finance because it combines document automation, template management, and real-time data integration in one platform. It’s built for insurance business users, scalable for complex document workflows, and ideal for companies seeking to modernize their document generation process.
Openkoda offers a document automation tool that streamlines the creation of insurance documents – such as policies, quotes, claims, and renewal notices. It leverages intelligent templates and integrates it with existing core systems. This system is designed to eliminate tedious manual data entry, reduce document errors, and create accurate documents quickly through a seamless, automated document generation process.