Author: oliviaf
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How automation can improve insurance policy management
Explore the tools that are helping automate critical insurance workflows. We’ll look at what insurance policy management is, how software and automation simplify the policy lifecycle, and why forward-thinking insurers are investing in new solutions to automate the busywork.
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Marketing automation strategy: Control brand risk while you scale
How to automate marketing without sacrificing brand control, quality, or compliance. This blog covers everything you need to build a marketing automation strategy that saves time, frees up your team for more strategic and creative work, and protects your brand.
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High stakes corporate branding: Equity gained vs. credibility lost
Your brand is one of the most powerful assets that your company controls. But with that power also comes great risk. We’ll look at both sides of the equation: the equity gained when corporate branding is consistent and strategic, and the credibility lost when execution breaks down.
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The rise of intelligent automation in insurance
We’ll look at how intelligent automation is changing the insurance industry right now, including practical use cases like fraud detection and underwriting, and look at the big trends and emerging technologies shaping the future.
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Banking compliance automation: 6 tools with the strongest ROI
This blog breaks down the key layers of a modern compliance tech stack. We’ll also look at why leading banks use document automation to deliver audit reports and business documents that are quicker to produce, consistently compliant, and on-brand.
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How to speed up your sales cycle with RFP automation
Close more deals with fast, high-quality, and compliant RFP responses. In this blog, you’ll learn how to choose a solution that balances speed with control—so every response protects your brand and strengthens your reputation.
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Mortgage document automation, explained
We’ll explore how automation works across the lending lifecycle and how AI-powered tools like Templafy help lenders move faster, reduce errors, and stay fully compliant. Whether you’re modernizing legacy systems or establishing new workflows, automation is the key for a smarter, more scalable way to work.
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What is professional services automation (PSA)? Tools, use cases, and benefits
Professional services automation (PSA) brings the entire client delivery lifecycle into one place. It helps your teams produce better quality work, faster, leaving more time for the work that drives your business forward. Read on to discover how to choose the right PSA tool for your organization.
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How AI agents are transforming document work: An interview with Templafy’s CPO
Behind every great presentation or proposal is usually a team of experts. In this interview, we sat down with Oskar Konstantyner, our Chief Product Officer, to talk about what agents actually do, what inspired this new approach, and how they’re helping organizations scale their expertise to everyone who creates documents.
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HR document automation: Tools, use cases, and how to get started
Explore how HR teams use document automation to simplify onboarding, maintain compliance, and reduce admin load with modern workflows.