Digital policy issuance solution with e-signature capabilities, document workflow management, secure distribution channels, audit trails, policy authentication tools, and compliance features. Enables fully digital policy issuance from generation to binding.
Applications that automate the creation of insurance policies, endorsements, and other documentation with correct language, coverage details, and regulatory disclosures.
More Policy Document Generation Systems
More Policy Administration ...
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Template-Based Generation Ability to use pre-defined templates for various policy types. |
OneSpan Sign enables digital policy issuance with pre-defined templates to standardize processes and compliance across variants. | |
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Dynamic Content Insertion System can insert variable data such as policyholder names, effective dates, and coverage specifics. |
Dynamic policyholder, date, and other variable insertions are core to OneSpan’s document handling and e-signature solution. | |
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Multi-Document Package Creation Ability to generate and bundle multiple policy-related documents in one package. |
Supports creation and bundling of policy and endorsement documents for signature in a single workflow. | |
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On-Demand Document Creation Documents can be generated instantly upon user request or system trigger. |
On-demand document creation and distribution features are explicitly highlighted for policy documents and agreements. | |
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Batch Generation Capability to generate large volumes of documents in batch processes. |
Batch document generation and bulk signing/sending are supported for high-volume insurance operations. | |
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Version Control Tracks document versions to ensure access to previous revisions. |
Not as far as we are aware.* Explicit document version control is not a highlighted feature. Audit trails show access/change, but not full historical versioning. | |
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Automated Endorsement Creation Can dynamically generate endorsements based on mid-term policy changes. |
Automated document/update generation on mid-term changes enabled via workflow triggers. | |
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Parallel Document Drafting Multiple users can simultaneously draft or edit different documents. |
No information available | |
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Document Preview Users can preview finalized documents before publishing or sending. |
Users can preview documents prior to signing or releasing for official distribution. | |
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Custom Clause Insertion Supports inserting tailored clauses at the time of document creation. |
Custom clause insertion at signing or document preparation is available; can add extra text/clauses as needed. | |
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Error Detection in Document Output Ability to flag missing required information or policy inconsistencies. |
System checks for signature completeness and mandatory fields before issuance; flags missing fields. | |
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Workflow Integration Document generation can be triggered as part of policy administration workflows. |
Document workflows can be integrated/trigged by events in policy admin systems (API and connectors available). | |
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Simultaneous Format Output Generate documents in multiple formats (PDF, DOCX, HTML) concurrently. |
PDF, DOCX output formats supported simultaneously for insurance workflows; can configure multiple outputs per event. | |
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Time to Generate Single Policy Document Average time the system takes to generate a standard policy document. |
No information available | |
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Bulk Generation Capacity Number of documents that can be generated in a single batch process. |
No information available |
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Regulatory Language Library Pre-loaded library of approved regulatory language for different jurisdictions. |
No information available | |
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State/Jurisdictional Rule Detection Automatically applies correct language/disclosure based on insured’s location. |
No information available | |
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Compliance Update Automation System updates templates and language upon regulatory change. |
Templates and disclosure text can be centrally updated; regulatory change automation supported via API integration. | |
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Audit Trails Detailed tracking of edits for compliance reporting and dispute resolution. |
All document actions are tracked in secure audit logs for compliance and dispute resolution. | |
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Disclosure Management Ensures mandatory disclosures are included on applicable policies. |
System ensures all required disclosures/information are included before document completion. | |
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Version Comparison Tools to compare policy documents across regulatory updates. |
No information available | |
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Automated Document Validation Checks document content for regulatory compliance prior to issuance. |
Automated validation routines check completeness and regulatory requirements on outgoing documents. | |
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Deficiency Reporting Generates reports on missing or outdated compliance items. |
No information available | |
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Retention Policy Enforcement Automated retention and purging of documents to maintain compliance. |
No information available | |
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Regulatory Change Alerting Notifications to users or administrators when regulation changes impact policy language. |
Users/administrators can be notified via workflow automation when regulation or policy templates are updated. |
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API Availability System offers REST/SOAP APIs for data and trigger integration. |
REST APIs and webhooks available for integration with policy admin and other external systems. | |
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Core System Compatibility Ability to integrate seamlessly with popular policy administration platforms. |
Pre-built and custom connectors available for core policy admin and insurance back office integration. | |
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Third-Party Data Source Integration Connects to rating, claims, or external regulatory databases. |
Integration with rating, claims, and external regulatory databases is supported through available APIs. | |
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Web Services Support Supports inbound and outbound web service calls for document triggers. |
Supports both inbound and outbound web service triggers, in line with document generation or e-signature completion. | |
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Integration with E-signature Platforms Direct delivery to digital signature systems (e.g., DocuSign, Adobe Sign). |
Direct integration with e-signature platforms (native OneSpan service and options for DocuSign, Adobe Sign via API). | |
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Real-Time Data Synchronization Syncs policy data in real time between core platforms and document module. |
Real-time sync via APIs and webhook callbacks for policy and document status. | |
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Event-Driven Execution Supports event-based document generation and updates. |
Event-based workflows trigger document generation, email, and e-signature on policy status/events. | |
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Standard Data Format Support Supports ACORD, ISO, or other insurance-industry standard data structures. |
Not as far as we are aware.* No explicit mention of ACORD/ISO data standard support; integration expected but not confirmed. | |
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Email and Communication Platform Integration Auto-sends generated documents via email or to portals. |
Documents deliverable to email, external portals, or other communication channels automatically. | |
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Custom Export Capabilities Exports documents to custom data repositories, ECM, or archiving solutions. |
Bulk export capabilities for downstream archiving or ECM solutions referenced in product FAQ. |
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Intuitive User Interface A clean and logical UI designed for business process support. |
Polished, insurance-industry optimized UI for policy and agreement flows. | |
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Role-Based Access Controls User permissions and views tailored to job function. |
Role-based access and signing assignment are built-in for workflow security. | |
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Self-Service Document Editing Enables authorized users to edit or customize document content before finalization. |
Authorized users can modify documents and insertion fields prior to issuing for signature. | |
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Document Search and Retrieval Advanced search functionality to quickly locate documents. |
Full document search, status checks, and indexed retrieval options in dashboard. | |
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Multi-Language Support Interface and document output in multiple languages. |
No information available | |
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Accessibility Compliance UI meets accessibility standards (ADA, WCAG). |
No information available | |
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Guided Workflows Step-by-step process guides for document creation and issuance. |
No information available | |
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Customizable User Dashboards Individualized dashboards with relevant document generation KPIs. |
No information available | |
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Notification and Messaging Alerts users of required actions, document readiness, or process bottlenecks. |
Dashboard and API notifications for required actions, pending documents, and policy status changes. | |
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Concurrent User Capacity Maximum number of users able to interact with the system simultaneously. |
No information available |
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Custom Branding Support Policy documents can be branded per carrier or product line. |
White-labeling and custom logos/themes per document set for partners and carriers. | |
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Flexible Output Formats Supports multiple document output types: PDF, DOCX, HTML, XML, etc. |
Multiple document output types (PDF, DOCX, HTML/XML) selectable per workflow. | |
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Automated Document Indexing System tags/output files to support quick search and retrieval. |
Metadata tagging/indexing for easy downstream search and retrieval mentioned in product documentation. | |
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Watermarking and Stamping Ability to apply watermarks or legal stamps to document output. |
No information available | |
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Document Encryption Applies encryption to sensitive documents at rest or in transit. |
Policy documents and agreements can be encrypted as part of legal compliance for both storage and delivery. | |
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Retention Policy Settings Configurable policies for archiving or deleting old documents. |
Retention periods and automatic document lifecycle management are configurable to support regulatory archiving. | |
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Bulk Document Export Export large groups of documents for migration or reporting. |
Supports exporting bulk documents for legacy migration, regulatory submission, or internal reporting. | |
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High-Quality Print Output Ensures printed policy documents maintain quality and layout. |
Print output quality for legal documents is in scope for the insurance customer requirements. | |
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Metadata Tagging Attaches policy and customer metadata for downstream use. |
Automatically adds document-level and policy-level metadata for later retrieval. | |
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Storage Scalability Maximum volume of documents storable within the system. |
No information available |
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User Authentication Robust login and verification for system access. |
Secure authentication is a core platform security feature (2FA, SSO, etc.). | |
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Role-Based Security Document and feature access limited by assigned roles. |
Role-based document security and workflow assignment options are standard on OneSpan. | |
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Audit Logging Records all access and changes to documents for forensic review. |
All access and changes logged for full forensic auditability. | |
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Data Encryption Encrypts data at rest and in transit. |
Document encryption used for both data in transit and at rest, meeting insurance data segregation requirements. | |
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Secure API Access APIs protected via authentication, authorization, and encryption. |
API endpoints protected with OAuth and other secure authorization protocols. | |
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Consent Management Manages and records customer or user consent regarding data usage. |
Explicit customer consent and signature logging supported for e-policy workflows. | |
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Data Masking Sensitive data is masked in non-production environments. |
No information available | |
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Document Integrity Checking Verifies that documents have not been altered after creation. |
Checksums and e-signature verification protect against post-creation tampering. | |
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Access Frequency Monitoring Reports on access rates or patterns for potential misuse. |
No information available | |
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Incident Response Integration System can integrate with corporate security incident response tools. |
No information available |
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Rule-Based Content Assembly Document sections and wording included based on business logic or policy data. |
Business rule logic determines which clauses or document segments are assembled, e.g., for endorsements. | |
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Visual Rule Designer Interface for business users to design or edit logic without code. |
No information available | |
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Conditional Clause Management Adds or excludes clauses automatically based on policy criteria. |
Conditional logic can trigger/exclude content for specific policy variants or coverages. | |
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Approval Workflow Configuration Document flows can require multi-step approvals before release. |
No information available | |
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Rule Library Repository of re-usable rules for document automation. |
No information available | |
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Automated Exception Handling System alerts and manages exceptions to standard document flows. |
No information available | |
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Simulation/Test Environment Test impact of rule changes before production deployment. |
No information available | |
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Rule Versioning Tracks and manages historical versions of business logic and rules. |
No information available | |
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Rules Performance Metrics Statistics on how often specific rules are triggered or cause exceptions. |
No information available | |
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Rule Processing Speed How quickly business rules are evaluated during document generation. |
No information available |
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Document Creation Reporting Dashboards and reports on quantity and type of documents generated. |
OneSpan supports document activity dashboards and exportable usage reports. | |
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Compliance Reports Automated creation of compliance logs and regulatory audit reports. |
Compliance and audit reporting available as standard product output. | |
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Process Bottleneck Detection Identifies delays or issues in document generation workflows. |
No information available | |
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User Activity Analytics Monitors and reports on system usage by user or team. |
Usage analytics for internal auditors and management. | |
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Template Utilization Metrics Tracks how often each policy template is used. |
No information available | |
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Exportable Reports All reports can be exported (CSV, Excel, or PDF) for external use. |
Reporting and dashboards can be output in CSV, Excel, PDF for compliance and MI. | |
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Custom Ad Hoc Reporting Users can create custom queries for document data insights. |
No information available | |
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Scheduled Report Delivery Sends periodic reports by email or portal. |
No information available | |
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Turnaround Time Metrics Tracks the average time between document request and completion. |
No information available | |
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Error/Exception Analytics Analysis of error rates and categories in document processing. |
No information available |
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Automated Template Updates System can push out template edits without downtime. |
Template and legal text can be updated without service interruption through admin dashboards. | |
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Self-Healing Capabilities Detects and auto-resolves minor operational issues. |
No information available | |
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System Health Dashboards Visual, real-time monitoring of key operational metrics. |
System health and operational dashboards for tracking status, errors, and queue depth. | |
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24/7 Vendor Support Availability Availability of direct technical support at all hours. |
Tiered customer support available 24/7 for mission critical insurance workflow. | |
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Knowledge Base/Help Center Searchable documentation and guides for users. |
Product comes with searchable online documentation, FAQs, and best practices. | |
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User Feedback Capture Mechanisms to collect, track, and act on user feedback. |
Feedback forms, surveys, and customer experience input mechanisms available in the UI. | |
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Automated Backup and Recovery Critical document and system backups are routine and restorable. |
Cloud backup routines and disaster recovery available per insurance security best practice. | |
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Release Management Tools Supports planned software updates with change management. |
No information available | |
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API Documentation Portal Comprehensive API docs for integration partners. |
Comprehensive online API documentation and integration guides provided. | |
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Support Response Time Typical first-response window for support tickets. |
No information available |
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Horizontal Scalability Able to increase capacity by adding more servers/instances. |
Cloud-native infrastructure enables horizontal scaling for document demand spikes. | |
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Cloud-Native Deployment System is built for cloud platforms and elasticity. |
Explicitly designed for cloud, elastic scaling, and API-based delivery. | |
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Load Balancing Distributes workload across multiple resources. |
Load balancing is a feature of OneSpan’s SaaS and deployed insurance environments. | |
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Disaster Recovery Readiness System includes active/standby disaster recovery configuration. |
Disaster recovery/active-standby included in enterprise SLAs. | |
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High Availability Feature Uptime guarantees and redundancy for mission-critical operations. |
High availability and uptime SLAs (typically 99.9%+) are product standard. | |
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Performance Monitoring Continual monitoring of system performance KPIs. |
KPIs tracked in admin dashboards; alerts provided for failed processes. | |
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Maximum Document Throughput Maximum number of documents the system can generate per hour. |
No information available | |
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Concurrent Process Capacity Number of simultaneous document generation processes supported. |
No information available | |
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System Uptime Percent of time the system is available without interruption. |
No information available | |
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Average Response Time Under Peak Load Typical policy document generation time at peak volume. |
No information available |
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