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Digitization for documents and processes with Docugate for insurance companies

Optimize your document and form processes and output management. Our experienced team supports you in making your workflows more efficient and error-free through automation.

We simplify complex processes that are typical for insurance companies. We also help you to optimize your daily workflows and improve your customer interactions.
1-Apr-07-2025-08-01-31-1725-AM
Graphic shows laptop from which a document protrudes with a cogwheel, symbolizing individual document creation

Customized document creation made easy

With Docugate, you can create any individual output you need. The central template and form library is easy to use - without any IT knowledge. Docugate can be seamlessly integrated into your core system. This allows you to use customer data efficiently.

Forms

Optimization of your form processes with web and PDF solutions

Enable your customers to complete and submit traditional PDF forms directly online. The transition to digital forms eliminates the time-consuming mailing and cumbersome scanning of paper documents. This digitalization makes your processing faster and significantly reduces the risk of errors.

Graphic shows document being signed by a ballpoint pen

Efficient process handling thanks to digital signatures

Many insurance processes require a signature from the customer before documents can be officially submitted. Instead of the cumbersome printing, manual signing and subsequent scanning of documents, Docugate enables the use of qualified electronic signatures. These digital signatures not only offer legal security and are technically advanced, but also speed up the entire process considerably.

Graphic shows document with 3 color drops in the colors red, green, yellow; symbolizes the adaptability to your own corporate design

Ensuring corporate design and compliance

Docugate manages all templates and forms centrally. This ensures consistent implementation of your corporate design in all documents. Flexibility is maintained. Quick adaptations are possible at any time without having to rely on the release cycles of your core system. This allows you to react quickly and cost-effectively to changing requirements. It also ensures that your documents always meet the latest compliance requirements.

Advantages of Docugate for insurance companies

End-to-end digitization

From creation to archiving - fully digitized and automated processes.

Resource efficiency

Relieve your employees of manual tasks and use resources more effectively.

Customer orientation

Offer your customers a modern, fast and error-free interaction.

Compliance and corporate design

Ensure compliance and a uniform corporate design by managing your documents centrally.

Our references in the banking and insurance sector

Let us transform your processes

Contact us today to learn more about how Docugate can revolutionize your insurance processes. Take the first step towards fully digitizing your document and form landscape.

Personal advice

As Lead Docugate Solutions, Andreas Imboden is your point of contact when it comes to questions about Microsoft Office, template management or document creation. He knows our Docugate and Signgate products inside out. This broad know-how and his many years of experience allow him to work with you to design, discuss and, of course, implement a solution tailored to your needs. Get in touch now!

Get in touch
Andreas Imboden

Andreas Imboden
Lead Docugate Solutions / Project Manager