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Meet your customers’ changing needs with the leading digital engagement technology for top insurers. Our advanced customer communication and document automation solutions integrate into your business to create better experiences, greater efficiency and more agility across any platform.

Key Features

  • Control of document creation and management by the business user, with rules-driven document composition. Those closest to the customer control the content, saving time, improving quality, and reducing costs. Rules-driven content ensures consistent branding and compliance. Users can create custom data and text forms, quote letters, proposals, and notices.
  • Omnichannel delivery. Lower document creation cost, improved customer experience, regulatory and brand compliance, and more time for subject-matter experts to focus on value-add activities.
  • Rules-driven layout and formatting matches brand-compliant elements, such as logos, signatures, and fonts, to customer-specific situations to create personalized easy-to-understand documents. Empowers you to go beyond limited static forms and merge fields to create customized documents, resulting in faster and more targeted creation of forms and other documents.
  • Rules-driven content for a document that precisely and automatically matches the specific situation. Create claim notices, quotes, proposals, letters, and dec pages that contain only information that is relevant to the specific recipient. Eliminate “form” documents with extra data that creates confusion and a poor image. Close more business, increase customer satisfaction, and reduce call center cost.
  • User interface designed for business users and interactive data entry. User-friendly data entry process with controlled and accurate data capture, and no IT resources required. Saves IT resources and cost, and shortens implementation time.
  • Bureau forms management, with ISO forms included out of the box, and automatic updates. Instant production of ISO products, fast customization of forms for non-ISO products, and simple updating when ISO forms change.

Key Benefits

Unlimited Access

  • Unlimited Users
  • Unlimited Studio licenses
  • Unlimited Data Workbench licenses
  • Unlimited communications/document production
  • Unlimited templates


  • Customized workflows
  • Document and web design tools
  • Front office web portal
  • Omni-channel production and delivery
  • Channel preparation

Adaptive Customer Commitment

  • Annual subscription with flexible value-based pricing
  • Scale up or down usage at annual renewal
  • Support included

Cloud-Based Solution

  • No software or hardware to install
  • No maintenance
  • Access anytime, anywhere, on any device
  • Comprehensive security with backup and disaster recovery
  • Option to deploy on premise


  • Online and in-person training
  • Mentorship programs
  • 24/7 no-fee support
  • Dedicated development team
  • Access to ISO libraries
  • Online support resource



Product/Service details