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Quickly produce corporate & personal insurance forms and contracts

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Next Steps


  • Reduce contract creation from weeks to days
    Document automation reduces the time it takes to produce insurance documents
  • Enable multiple parties to develop contracts simultaneously
    Multiple user access reduces document bottlenecks
  • Reduce contract storage costs
    Storing contracts online reduces archiving costs dramatically

Streamline your business processes through automation

The manual drafting of legally binding insurance documents can be a very slow process. There are often multiple people involved in completing insurance documents, which can keep internal costs high.

Our software and services team will work with you to streamline your business processes and ensure you achieve greater business efficiencies. By substantially reducing the steps and parties involved in the completion of insurance documents, these documents can be produced more accurately and quickly for clients.

Automate your contract documentation and administration

We'll scan and upload all of your paper based contracts and integrate to your back end systems to ensure that you have access to all archived contract data online. We can then make the system available to multiple parties externally, to allow insurance contracts to be shared securely between different external and internal groups.

Reporting and Integration

As our system also integrates with reporting tools including Cognos, you can produce comprehensive reports over things like your contracting pipeline and contracts across States, and divisions.

 

Features

  • Form creator
    Pre populate forms, product disclosure statements or new blank forms
  • Template creator
    Include or remove text, dates, numbers, multiple choice options and calculations in document s and contracts
  • Calculator and computations
    Perform simple or complex calculations in templates
  • Automate forms using PDF
    PDF's can be used as the basis for forms templates as a rich interactive form online
  • Document Assembler
    Multi lingual support and ability to edit text and preview in assembly window
  • Searching and retrieving
    Search and retrieve all forms stored online quickly
  • 7 year storage
    Automatic filing of all scanned and signed forms online to comply with auditing requirements
  • Document History
    Full history and audit trail of all changes and edits made to forms
  • Document Sharing
    Ability to allow multiple parties to review, edit and approve forms
  • Fax, email and scanning
    Ability to fax, email and scan all forms into the system
  • Version control
    When a change is made to a field within a form, Revolve automatically updates every occurrence of that field in all document groups in which it appears
  • Systems integration
    Integrate to XPlan and COIN and most systems with an open API
  • Custom branding
    Revolve can look like an internal system to align with any system branding requirements