Document Lifecycle

LiveDocs

The next wave of insurance communications is here. Upgrade to a modern, highly interactive, and secure document format using web technology to enhance your insurance communications for engaging customer experiences.

LiveDocs

Drive policyholder retention and expand customer relationships

Get the competitive advantage based on customer experience

Accelerate adoption of digital communications

Create cost savings by reducing print, postage, and call center volume

Trusted by the best

Teams across the globe are enabling better customer connections worldwide

Alexander Forbes Allianz First Union Insurance Marsh NedBank Old Mutual
LiveDocs

Build Once and Deliver Anywhere

Create engaging experiences with ease using a single template that adapts to any channel upon delivery. Your LiveDoc can be sent as a link, file, or both to any channel including email, text, customer portals, messaging apps, and even print. All while providing the very best customer experience.

LiveDocs

Enriched Customer Experiences

Create personalized, paperless, data-driven, responsive, and interactive experiences at scale with a web-based, compliant document format. Our user-friendly drag-and-drop feature empowers you to create fillable forms and documents thus simplifying your customer experience.

LiveDocs

Gain Immediate Return on Investment

Boost upsell and cross-sell activities using personalized video and other engaging technology. Cut down on print and postage costs and call center volume with clear, interactive digital communications. Also reduce the average days-to-pay by sending statements to customers’ preferred channel with optional, automatic notifications.

Product Features

Create engaging experiences that help you strengthen, acquire, and expand customer relationships

Policyholders have access to information, forms, live calculators, and more at any time. This empowers them to pay bills or submit claims on the spot, instead of waiting for business hours. By encouraging customer self-service, LiveDocs drives efficiency and cost-savings through reduced processing times, print and postage, call center volume, and average days-to-pay. Top insurers who use LiveDocs find the capabilities useful for quotes, customer onboarding, billing statements, claims correspondence, marketing communications, policy documents, agent communications and more.

  • HTML5 output
  • Interactive forms, graphs, and charts
  • AI-driven voice query
  • Live calculators
  • Personalized video
  • Chatbot integration
  • Search, sort, and filter
  • 1-click transaction query
  • Unchangeable
  • Advanced authentication
  • Payment gateway integration
  • Drill down
  • Export to Excel
  • Save to PDF
  • Print
  • Omnichannel delivery
  • Omnichannel proofing and testing
  • Email testing
  • Encrypted output
  • Interactions tracking
  • Communications history archiving

Create Unique Customer Experiences

Build an experience that helps you strengthen, expand, and acquire lasting customer relationships.

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Document Lifecycle

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