Document Production and Storage
Streamline Document Creation, Customization, and Delivery
ISI Core’s Document Production & Storage module enables insurers and MGAs to manage every form, declaration page, and correspondence from a single workspace. Business users can create, update, and distribute policy documents, notices, and communications without IT support. The module’s component-based design reduces maintenance effort, while automated triggers ensure documents are generated, stored, and delivered at the right time within each workflow.
Key Capabilities That Strengthen Daily Operations
Flexible Document Design and Management
-
Create and maintain declaration pages, invoices, and policy forms in a centralized workspace
-
Build and manage manuscript endorsements and policy wordings for unique business needs
-
Reuse extensible templates and components to ensure consistency and reduce maintenance time
-
Manage both standardized and ad-hoc documents across all lines of business
Automated Generation and Integrated Delivery
-
Automatically generate, email, or print documents at defined workflow stages
-
Merge real-time data from Policy, Claims, Billing, and Reinsurance modules into templates
-
Enable digital signatures and paperless delivery for faster turnaround times
-
Trigger recurring communications such as renewals, reminders, or acknowledgements
Secure Storage and Controlled Access
-
Store all documents and attachments in a secure, indexed repository.
-
Link documents to policies, claims, quotes, or accounts for full traceability.
-
Maintain version control and audit history for compliance and reporting.
-
Manage permissions and editing rights to preserve data integrity.
Consistency and Compliance Oversight
-
Ensure every document aligns with approved branding, language, and regulatory standards.
-
Eliminate outdated wordings through centralized updates.
-
Improve audit readiness with automatic version and approval tracking.
-
Support internal and external compliance reporting with complete document traceability.
Business Outcomes You’ll Achieve
With ISI Core’s Document Production & Storage module, insurers and MGAs simplify document management to strengthen accuracy, efficiency, and control.
- Reduce manual effort through automated document creation and delivery.
- Maintain consistent branding and compliance across all correspondence.
- Improve responsiveness and customer experience through faster document turnaround.
- Strengthen data control and transparency with centralized storage and audit trails.
FAQs
What does the Document Production and Storage module do?
The module generates, stores, and manages policy documents, forms, letters, certificates, schedules, billing notices, and claims correspondence using insurer-defined templates and rules. Documents can be produced on demand or triggered automatically by workflow events
↓
Can insurers and MGAs configure document templates and packages?
Yes. Users can create, edit, and version document templates, including dynamic fields, conditional sections, branding elements, and regulatory text. Templates can be maintained without custom coding.
↓
How does the module ensure documents reflect accurate and up to date data?
Documents pull real time data from ISI CoreTM including policy details, limits, deductibles, endorsements, billing information, claim events, and financial transactions. This ensures documents are always consistent with current system data and require no manual re-entry.
↓
Can documents be delivered through ISI Portal or other external channels?
Yes. Documents can be delivered through ISI Portal or existing portal platforms, emailed to customers or brokers, included in automated notices, or exported for external mailing or printing.
↓
How does the module support storage, search, and audit control?
All generated or uploaded documents are stored with metadata such as policy number, claim number, date, type, and user. Users can search documents across modules, and full audit history is maintained to support compliance and regulatory requirements.
↓
Can external documents or files from third parties be uploaded into the system?
Yes. Users can upload files such as broker submissions, assessment reports, inspection documents, claim evidence, or correspondence. Uploaded files are stored with related policy or claim records and follow the same audit and security rules as system generated documents.
↓
Does the module support PDF generation, version control, and document revisions?
Yes. Documents can be produced in PDF or configurable formats and follow version control rules. New versions of documents can be generated when policy or claim changes occur, and the system maintains all historical versions for audit and regulatory review.
↓
Other Supporting Modules
