FlexiDocs
Streamline the document integration of your insurance offers
Simplify your desktop publishing processes to ensure compliance at every stage of the sales process. With FlexiDocs, your business documents are always up to date, correctly linked to your products and compliant with the latest regulatory developments.
Customised documents
Transform static paper documents into dynamic formats tailored to your regulatory and commercial needs. Our experts design flexible, fully customisable templates to match any layout, format or branding requirement.
Automatic updates
Update your contractual documents automatically whenever regulations, pricing or products change. With centralised version management, your documents stay up to date without re-entry or loss of history. Your underwriting processes continue without interruption.
Automated mailings
Send each document at the right time, in the right format and to the right recipient, without errors or omissions. FlexiDocs integrates into your workflows to trigger delivery at every key step such as simulation, quotation, subscription, signature or termination.
Keep your documents up to date
Modify, distribute and secure your documents in real time
With FlexiDocs, update your documents as soon as a change occurs. Make adjustments in just a few clicks and ensure your customers always access the latest, most accurate version.
Seamless integration into your tools
Your documents connected via API
With FlexiDocs, connect your insurance documents to your existing systems through a ready-to-use API. Integrate with your CRM, sales journeys or management tools to ensure continuity and deliver a smooth user experience.
Documents that reflect your image
Create personalised materials tailored to your needs
Design static or dynamic documents that match your brand identity, including colours, fonts, logos and interactive elements. Adapt each format to your graphic guidelines to ensure consistent communication and meet your customers’ expectations with precision.
