Document Management
Keep every document connected to the work
Generate, store and manage policy, claims and underwriting documents in context. Simfuni keeps documents connected to the policy, case or event that produced them, giving teams and customers easy access to the information they need.
Benefits
Make documents easier to manage and find
Documents are part of almost every insurance process. Simfuni keeps them connected to the work they support, reducing manual document handling while giving operators a clearer view of the information associated with each customer, policy and case.
Keep everything in context
Store documents against the policy, claim, underwriting case or event they belong to, so operators can find the right information without searching across separate systems.
Maintain a clear record
Keep documents connected to the activity that created them, providing visibility of what was generated, uploaded and made available to customers.
Reduce manual document handling
Generate, upload and store documents directly within operational workflows, reducing reliance on shared folders, inboxes and manual filing.
Give customers easy access
Make policy documents and correspondence available securely through Customer Self-Service, reducing the need for customers to request copies from servicing teams.
Key capabilities
Every document, in the right place
Whether generated automatically or supplied as supporting evidence, documents stay connected to the operational context they belong to throughout the policy, claims and underwriting lifecycle.
Generated documents
Automatically generate policy schedules, quotes, offers, notices, confirmations and other documents from the operational events that require them.
Policy documents
Store policy schedules, correspondence and other policy documentation against the relevant policy record.
Underwriting documents
Keep underwriting evidence and case documents connected to the relevant underwriting case and separate from the general policy record.
Document upload
Upload supporting documents directly against policies, claims and underwriting cases, keeping files with the work they support.
Claims documents
Manage requirements, certificates and supporting evidence against the claim and assessment they relate to.
Customer portal access
Make appropriate policy documents and correspondence securely available through Customer Self-Service.
How it works
Documents that stay connected throughout the lifecycle
Simfuni manages documents as part of the operational process rather than as files in a separate repository. Whether a document is generated by the platform, uploaded by an operator or made available to a customer, it remains connected to the context that gives it meaning.
Generate documents from the work
Operational events can automatically produce the documents they require. Policy changes, renewals, underwriting decisions and other activities use platform data to generate the appropriate document and store it against the record that produced it.
- Documents generated from operational events
- Customer and policy information populated automatically
- Policy schedules, quotes, notices and confirmations
- Documents retained against the originating record
Keep supporting evidence with the case
Documents uploaded during claims and underwriting remain connected to the case or requirement they support. This gives assessors a clear view of the evidence available and helps ensure required information is received before work progresses.
- Claim requirements and supporting evidence
- Underwriting case documents
- Documents connected to individual assessments
- Outstanding requirements visible within the workflow
Make documents available to customers
Customer-facing documents can be surfaced securely through Customer Self-Service, giving policyholders convenient access to their policy information and correspondence without requiring servicing teams to locate and resend documents.
- Secure online document access
- Policy documents and correspondence in one place
- Documents connected to the relevant policy
- Reduced requests for replacement copies