Automate Insurance Documents: Policies, Claims, and Compliance in Salesforce

Documill is the Salesforce document automation solution that serves the best companies in the financial services industry. It provides: 

• Automated document creation for time savings and higher productivity 
• a straightforward user workflow fully integrated into Salesforce UI  
• Localization-capable, compliance-ready templates required in highly-regulated industries 
• Multi-channel delivery capabilities: via portal, email, or mobile 
• Insights & analytics for tracking activities like opens, signatures, and delays. 

Learn more about these benefits in the Q&As below. 

Automated document creation boosts productivity and helps save time considerably. It also ensures consistent data and document quality, crucial for any insurer. A solution like Documill enables automated document generation. But it also enables automated document and email workflows, contract negotiations, approval collections, and e-signatures in a single seamless solution.  

Yes. Documill is accessed right within Salesforce. It can automate any document in the Financial Services Cloud as well as Sales, Marketing, and Experience Clouds: 

• Dynamic quote proposals & policy documents  
• Digital onboarding & know-your-customer (KYC) questionnaires  
• Claims acknowledgment updates & settlement letters  
• Customer correspondence automation, often needed in renewal and cross-sell campaigns  
• Audit packages and compliance letters  
• Broker briefs & agency agreements.

With Documill, the need for multiple tools is eliminated. Document and email generation, plus the related workflows, are pulled together into a single seamless solution. Even a set of professional collaboration tools is included, as well as complete contract negotiation capabilities. 

Documill helps save time and effort in document creation, routing, and approvals, as well as in ensuring compliance and quality.  

This is because Documill provides a fully-fledged, seamless document workflow solution that entails document and email generation, contract collaboration and automation, and e-signatures into a single seamless solution. This eliminates manual work considerably.

Documill allows the use of Salesforce or SharePoint as a master document repository. Both systems offer centralized storage for documents with full version control. Legal language can be built right on the document templates or selected from a ready-made clause library. A full audit trail is always available for tracking every action and access. 

Using just one template across several markets and languages – even globally – is what many of Documill’s customers do. Others have chosen to incorporate separate templates for different markets in a single document workflow. In general, Documill provides high flexibility with many options to choose from for international insurance institutions.  

Documill enables document delivery across multiple channels: via portal, email, or mobile. This adds even more flexibility to Documill’s multi-cloud support.  

For example, contracts can be signed via mobile in Sales Cloud, with the files then delivered via email. Marketing Cloud documents can be delivered via email or a portal. Mobile may be a great channel for Service Cloud documents.  

But any combination of a use case and delivery channel is possible.

Documill often finds its customers: 

• Creating dynamic quote proposals & policy documents  
• Implementing digital onboarding & know-your-customer (KYC) questionnaires 
• Providing claims acknowledgment updates & settlement letters  
• Deploying customer correspondence automation 
• Creating documents for contract renewal and cross-sell campaigns  
• Issuing audit packages and compliance letters  
• Generating broker briefs & agency agreements. 

They do so to achieve higher customer satisfaction, fewer errors, and faster customer service.