Generate Insurance Documents in Minutes
Openkoda is a platform for building insurance applications – such as policy or claims management systems – faster.
It comes with powerful features designed with insurance professionals in mind. One of these is Document Generation, which was born from the idea of reducing errors and saving time when creating insurance documents.
Generating professional insurance documents no longer has to be a manual or repetitive task. By setting up your templates once, you can create different types of documents that pull in client and policy data automatically.
Setting Up Document Generation In Openkoda: 7 Key Steps
In today’s example, we will show you how to create a policy document using Openkoda. The process involves seven key steps:
- Prepare the Template: Create a document in Word with placeholders for data like client names, premium amounts, and payment schedules.
- Upload to Openkoda Platform: Upload the template to the Openkoda application for easy access and team use.
- Assign to Document Type: Link the template to a document type (e.g., ‘VehiclePolicy’) for correct usage.
- Set Data Sources: Specify the data sources for placeholders to ensure accurate and real-time information.
- Configure Complex Placeholders: For advanced placeholders like payment schedules, connect them to relevant web endpoints.
- Verify Details: Double-check policy and client details in the system for accuracy.
- Generate the Document: Produce the final document, automatically filled with accurate data, resulting in a polished, professional PDF.
If you want to learn more details, follow the instructions below or watch the video tutorial:
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