Start from the document you have
Use your existing renewal declarations as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
OpusDocs for insurance carriers
Keep insurance
documents moving.
Give forms and operations teams the tools to update templates, preview the result, and generate policy and claims documents from Salesforce. Spend less time waiting on changes and get documents to agents and policyholders sooner.
- Update wording and preview documents without an IT ticket
- Keep policy details consistent across the package
- Move issuance, renewals, and claims correspondence forward
Explore your industry
Find the documents your team works with
See the agreements, forms, and schedules for your part of the industry.
OpusDocs AI for Insurance
Keep policy templates ready for the next renewal.
Give forms and legal teams AI assistance with declarations, schedules, and policyholder letters. Work from your existing documents and the wording your team has approved.
Find fields. Explain the variations.
Find Salesforce fields for policy period, insured locations and renewal terms. Describe rules for products, states, and form effective dates and review AI’s suggested logic.
Catch template issues before release
AI Review flags potential hardcoded values, blanks, obsolete fields, and missing signature tags. Review findings beside the relevant text in Word and decide what to change.
AI prepares. Your team approves. Your forms and legal teams approve wording, conditions, and release.
Less waiting between teams
Get past the handoffs that hold up the work
A wording update, a corrected schedule, a renewal ready to send. Give the people closest to the work more control over getting it done.
Forms teams can own the change
Update wording in Word, see the fields and conditions behind it, and preview a real example without asking IT. Collaborate in Word Online and use AI to flag template issues for review, so routine updates spend less time in a developer’s queue.
Policy services can reduce manual entry
Populate declarations, location schedules, endorsements, and letters from the same policy data. Use conditions for related product and state variations, so a shared wording change means fewer templates to maintain and less manual checking across the package.
Agents can spend less time chasing files
Start generation from the Salesforce workflow your team already uses. Return document status and file links to the record, so servicing teams can find the output and move it into your delivery process with fewer handoffs.
Built around the work of a carrier
The documents your carrier runs on
From the first policy package to the next claim letter, bring your forms and data into a repeatable generation workflow. Explore these property-and-casualty examples.
Policy issuance / 4 document examples
Policy declarations
Populate declarations with insured details, policy periods, limits, deductibles, and premiums.
Schedules of insured locations
Build property schedules from location records, without copying each address by hand.
Forms and endorsements schedules
List the form numbers and edition dates that belong in this policy package.
Policyholder welcome letters
Give the policyholder the right servicing contacts and a clear introduction to their coverage documents.
Endorsements / 4 document examples
Additional insured endorsements
Fill the selected form with the additional insured’s name and applicable policy details.
Policy change endorsements
Carry an authorized change in insured details, locations, or coverage into the required form.
State-specific endorsements
Use product, state, and effective-date rules to select the appropriate form edition.
Revised declarations and schedules
Keep the accompanying declarations and schedules aligned with a midterm change.
Renewals / 4 document examples
Renewal offers and cover letters
Turn renewal terms into a personalized offer and clear next steps for the policyholder.
Renewal declarations
Carry the new policy period, coverage, deductibles, and premiums into renewal documents.
Coverage change notices
Explain changes at renewal using the wording your forms and legal teams have approved.
Policyholder disclosures
Include the notices your team has selected for the product and jurisdiction.
Claims correspondence / 4 document examples
Claim acknowledgment letters
Help policyholders understand who is handling their claim and what happens next.
Requests for information
Give the claimant a clear request for the information their handler needs to move the claim forward.
Proof-of-loss forms
Prefill known policy and claim details so the claimant has less to enter.
Settlement letters and releases
Turn authorized settlement terms into documents ready for your review and signature process.
Start with one document. Expand to other workflows as you add templates and connect their data.
Measured customer performance
Conga vs. OpusDocs: measured document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
From Salesforce to policyholder documents
Every document. One connected workflow.
- Policy declarations
- Location schedules
- Forms and endorsements
- Renewal letters
- Claims correspondence
- Ready for review and delivery
Keep the formats your teams already work with.
Use Word for letters and schedules that grow with the data. Map fields onto existing PDFs for fixed forms. Preview long insured names, multiple locations, and optional wording before releasing a template.
Try a form in the PDF editorWhen document demand grows
Keep the renewal run moving
A busy renewal period means more schedules, endorsements, and letters at once. OpusDocs renders documents outside Salesforce transaction processing, so generation capacity can scale separately from CRM processing.
Start with your actual package sizes and peak demand. We’ll evaluate generation time, file storage, and the delivery handoff so your team knows how the workflow performs before a wider rollout.
Explore the production case studyPublished production deployment21,500+documents generated per day
Measured in one solar customer deployment. Insurance performance is evaluated with your templates and workload.
Your forms, systems, and people
How would this fit your carrier?
Whether you’re improving one workflow or considering a move from Conga or other tools, start with the documents and handoffs your team wants to improve.
Read the insurance workflow guideCan forms and legal teams maintain templates without developers?
Yes. Once data and access are set up, authors can manage wording, inspect fields and conditional content, and generate previews from Salesforce records in the Word add-in. Teams can collaborate in Word Online and review AI findings for potential template issues. IT supports the integration; your forms and legal teams control wording and release approval.
Can we use our existing Word templates and policy PDFs?
Yes. We adapt Word templates for OpusDocs fields, conditions, and repeating content. For a fixed policy form, map fields directly onto the existing PDF to preserve its layout. Preview both with realistic data before release. Your organization supplies the forms and any required rights to use them.
How do we manage product, state, and form editions?
Use policy data to drive template selection and conditional content, including product, state, transaction type, and effective date. Related variations can share a template; distinct approved forms and editions can stay separate. Your team defines which forms apply and previews representative scenarios before approving a change.
How does OpusDocs connect to our policy or claims system?
OpusDocs generates from Salesforce data and supports API-based workflows. We map how policy or claim data reaches the generation request and where the resulting files go. Connections to your policy administration or claims platform are scoped as integration work, based on the systems and data you use.
Where should we start if we use Conga or other tools today?
Choose a document that is costly to maintain or slow to produce. We’ll map its data, adapt the template, and compare output, maintenance effort, generation time, and total cost. Discovery also identifies the PDF editing, contract management, signature, and delivery tools your workflow depends on, so the migration has a clear scope.
What does the free pilot include?
The free 60-day pilot includes migration of one document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding. Bring a document your team knows well. We’ll help you generate it, make a template change, and review the results together.
See OpusDocs with your own workflow
Bring a document your team is tired of waiting for
A renewal letter that takes too long to change. A schedule someone still builds by hand. In a free 60-day pilot, we’ll help you generate one document, make a wording change, and preview the result with your data.