Insurance companies offer a wide variety of products to their customers. Each combination of product bundling and many customer-dependent parameters have an impact on the actual pricing of the contract as well as on the textual components which need to be contained within the contracts. A flexible document generation solution which fulfills these aforementioned requirements is necessary to support the business. Infinica document templates can be composed of template parts which can be kept in the company’s template library. This way reuse of template parts is ensured and necessary text changes can be handled centrally. A change of text components can be done in one template part and will have an effect on any template which references this component.
A single contract, as well as many other document types, consists of text
components for which the responsibility lies in different departments of the company. A powerful
group and security concept allows Infinica to reflect these responsibilities in the permissions on
template parts. With Infinica it is possible to grant access to legal text components only to the
legal department, marketing texts only to the marketing department and business texts to the
respective business department. This feature is called separation of document responsibilities and
boosts the efficiency of your document generation process to a maximum.
The number of document types within insurance companies is enormous. Any type of document or interactive form with arbitrary complexity can be created with the Infinica Document Designer. Some samples are:
- insurance contracts (car, life, home, …)
- damage reporting forms
- cancellation documents
- reminder documents
- application forms
- information letters
- feedback surveys
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4th International PDF/A Conference