Automated Document Generation. For Speed, Accuracy and Higher Productivity.
Documate For Life Insurers
Insurance companies need to generate a whole bunch of documents from time to time, across its business processes. From statutory letters and reports, to standard business communication with clients and agents, such documents are produced by employees working with various information sources, extracting relevant pieces of data and assembling them to create the documents. Such documents need to be reviewed at multiple levels for accuracy before they are printed or emailed, today resulting in human errors, delays in communication and higher costs.
Synergy’s Documate is a software bot that can be configured to connect with multiple data sources, extract relevant fields, and process them to create output documents of different kinds. The bot can also automatically email them to intended recipients, print or save them. Typical applications for Life Insurers include the automated generation of the documents such as:
Renewal / Pre-Cancellation Letter
Automated Receipts
Statement of Accounts
Solution Highlights
Options to choose from different document formats and templates
Rule based processing of data
Works with any data source including core insurance applications, Excel spreadsheets, etc.
Customizable process flow, with appropriate checks and validation
Options to save, print or email auto generated documents
Solution Methodology
The custom solution is delivered by an expert team of Synergy consultants with decades of experience in the Insurance industry in operations and data analytics
Key Benefits
Accurate and faster auto generation of documents. Eliminates error and rework
Eliminates reviews at multiple levels to validate accuracy of documents. Improves productivity by 25-50% depending on documents automated
Improved compliance to regulations by eliminating delays in communication
