Template-Driven Generation
Create consistent, professional documents using customizable templates with dynamic fields, conditional clauses, and multi-language support.
Policy Document Management Platform
Policy Document Management & E-Signature
Template-driven generation, e-signature, and secure storage of all policy documents. Schedules, endorsements, statements, letters, and certificates with branding, version control, approvals, batch runs, e-delivery, numbering/QR, and full audit trail. Integrated with PAS, CRM, and Customer/Banca portals.
Document Management Impact
Document Suite
Professional, compliant, paperless
- Consistent, branded policy documents
- Fast e-signature and e-delivery workflows
- Complete version control and approvals
- Audit-ready logs and compliance
- Seamless PAS and CRM integration
Optimized for Insurance Operations
Professional Document Generation and Management
Our Policy Document Management system streamlines document creation, approval, signing, and storage. Generate professional, branded documents with automated workflows and full compliance tracking.
E-Signature Integration
Native e-signature flows with support for DocuSign, Adobe, and other providers. Multi-signer support with OTP and biometric authentication.
Core Features
Comprehensive Document Management Capabilities
Complete features for document generation, approval, signing, distribution, and storage. Ensure compliance and efficiency across all document workflows.
Template Library
Schedules, endorsements, letters, certificates. Multi-language and product/locale variants.
Data Merge & Rules
Dynamic fields/sections, conditional clauses, and reusable snippets.
Batch & On-Demand
Generate at issuance/renewal/endorsement or via batch jobs and events.
E-Signature
Native flow and connectors (DocuSign/Adobe/etc.), multi-signers, and OTP/biometric.
Numbering, QR & e-Stamp
Document numbering, barcodes/QR, and e-stamp integration.
Branding & Layout
Logos/colors, headers/footers, watermarks, and print-ready PDFs.
Approvals & Versioning
Maker-checker, draft/final states, redlines, and version compare.
Distribution & Vault
Email/portal delivery, secure vault, retention/expiry, and revocation.
Search & Retrieval
Metadata/tags, full-text search, and quick bundles for audits.
Compliance & Privacy
Consent, encryption at rest/in transit, and access controls.
Operational Monitoring
Queues, failures/retries, and SLA alerts for batch runs.
Integrations
PAS/CRM/Billing, e-sign providers, DMS/ECM, print vendors, and BI.
Integration and Deployment
Seamless Integration with Your Systems
The system integrates easily with existing policy administration, CRM, and billing systems to ensure smooth document workflows and data exchange.
Integration Options
- E-sign provider integration (DocuSign, Adobe, etc.).
- DMS/ECM integration for document management.
- PAS/CRM/Billing system integration.
- Data Warehouse/BI integration for analytics.
Deployment and Security
- Cloud or on-premise deployment options.
- Multi-layered encryption for sensitive documents.
- Backup and disaster recovery features.
- API-first architecture with SSO support.
Implementation Approach
Structured Rollout, Measurable Outcomes
A practical rollout approach to standardize document management. Validate the system with realistic templates and workflows before full-scale deployment.
Before Go Live
- Process mapping and gap analysis for document workflows.
- Configuration of templates, branding, and approval workflows.
- Integration planning with PAS, CRM, and e-sign providers.
- System testing (SIT) and user acceptance testing (UAT).
- Training and readiness checklist across teams and branches.
After Go Live
- Active support and stabilization of the document system.
- Continuous improvements and management of change requests.
- Enhancements to templates and workflow capabilities.
- Ongoing security reviews and system performance tuning.
Rayterton can start without upfront payment. The focus is to validate fit through working workflows and real outputs before scaling rollout.