Generate Insurance Documents
Branded policy documents, generated automatically
Produce policy packs, certificates and letters from live data using your own templates - instantly and error-free. AI reads inbound documents and applications for you.
Accurate documents, instantly
Generate policy packs and certificates from live data, error-free.
AI reads inbound docs
Extract details from PDFs and images, checked by a human.
No copy-paste
Documents generate and deliver inside your process.
No more copy-paste paperwork
Turn accurate policy and claims data into professional documents on demand, and let AI extract data from the documents customers send in.
What you can do
Never send an inaccurate or off-brand document
Documents build from live policy and claims data using templates you control, so a schedule cannot contradict the record it came from. Every pack that reaches a customer looks like your brand.
Give your team back the document day
Packs, certificates and letters generate and deliver inside the workflow that triggers them. Nobody assembles a PDF by hand, and nothing sits waiting on a separate document team.
Turn inbound paper into structured data
AI reads submissions, emails and attachments and pre-fills the case for a person to confirm. The documents you receive become data you can work with, instead of files someone has to re-type.
Everything your insurance business needs, in one platform
Template library
Design each document once with merge fields, then reuse it across every product and channel that needs it.
Live-data generation
Populate policy packs, certificates and letters from real policy and claims data, so what goes out always matches the record.
AI document reading
Extract fields from uploaded PDFs and images to pre-fill a case, with a human confirming before anything is used.
Branded output
On-brand policy packs, certificates and letters, every time, with no hand-formatting.
In-workflow delivery
Documents generate, attach and email automatically as a step in your workflow, so issuing a pack is part of the process rather than a manual job.
Document record
Every generated document is stored against the account, so you keep a complete record of what went out.
Up and running, fast
Build the template
Map your fields once.
Merge live data
Generate accurate documents on demand.
Deliver
Attach, email and store automatically.
Issue a policy pack on bind
When a policy binds, the customer should get accurate documents immediately.
Bind the policy
The workflow reaches the issue step.
Generate from data
The policy pack and certificate are produced from live policy data.
Deliver & store
Documents are emailed to the customer and stored on the account.
Illustrative example built on Openkoda's demo products.
Document Generation Software for Your Team
Built for operations, policy servicing and claims teams that produce documents at volume. Packs, certificates, endorsements and letters come out of live data on your own templates, so the wording is right and the branding consistent every time.
Questions, answered
Do we use our own templates?
What does AI document reading do?
Can documents be generated automatically?
Are the documents on-brand?
Are generated documents stored?
Can it handle inbound documents as well as outbound?
Do documents stay accurate when a policy changes?
See Openkoda in your context
Book a live, personalized demo with our product team - tell us your use case and see the platform work with your data. No commitment.