Ensure compliance at scale with health insurance document automation
Stop gambling with compliance on every document.
Templafy takes the guesswork out of document creation. With AI-powered templates, every document is generated with the right branding, disclaimers, and data, automatically—all from inside your existing workflows and tools, like Microsoft 365.
Find out how AI-powered document automation can reduce risk, save time, and protect your brand.
Used by 800+ enterprises to stay compliant, consistent, and in control
“The biggest benefit of using Templafy has been the improved quality of our documents and the time saved. Quick, easy document creation allows employees to focus on more important tasks, saving time and money.”
Anna Andersson-Solja
Marketing Project Manager, Business Area Industrial, If P&C Insurance
With Templafy
Generate compliant, on-brand documents in minutes with AI-powered templates
Automate repetitive tasks to cut errors and free up your teams’ time
Unlock measurable ROI from faster, more reliable document processes
The hidden costs of manual document creation in health insurance
With ever-growing regulations and claims volumes, creating documents manually is no longer an option for health insurance providers. Here’s why.
| The risk | What it costs | Templafy’s solution |
|---|---|---|
| Compliance errors | Fines, legal issues, and loss of trust | Built-in controls that support HIPAA, SOC 2, ISO 27001 |
| Slow processes | Hours spent on each document | Dynamic templates that autofill with company data |
| Brand inconsistencies | Damaged reputation and confusion | Centralized brand elements that update automatically |
| Manual data entry | Errors that can lead to compliance or security risks | Auto-filled data pulled from your internal systems |
| Audit preparation | Hundreds of hours annually | Automated audit trails and metadata tracking |
What is health insurance document automation?
When keeping documents compliant, accurate, and on-brand is left to individuals, mistakes are inevitable. One typo can trigger regulatory violations, erode client trust, and cost you clients.
Templafy eliminates the risk from document creation. Working seamlessly inside Microsoft 365, it automatically selects compliant templates, pulls verified data from your systems, and generates AI content that’s automated to follow company and regulatory rules.
Your teams get professional, complaint documents in minutes, freeing resources for the work that truly moves your business forward.
The benefits of health insurance document automation:
- Save time: Cut hours of manual work from every document
- Reduce risk: Avoid errors, stay compliant, and pass audits with ease
- Protect your brand: Keep every document accurate, consistent, and on-brand
- Work smarter: Lighten the load on your teams with built-in automation
- Get real ROI: See faster and stronger returns from your existing tools
Built for the speed, scale, and standards that health insurers need
Here’s how we solve the compliance, brand integrity, and quality challenges—and why we’re the leading AI-powered document generation platform for enterprises.
Keep every document compliant and secure
Your data is too important to leave unprotected. Templafy protects sensitive data and enforces compliance at every step, with enterprise-grade security built in.
- SOC 2 and SOC 3 certified
- ISO 27001:2022 and ISO 27017 cloud security
- GDPR-ready privacy controls
- Encryption of data at rest and in transit
- Role-based access to keep templates in the right hands
- Full version history and audit logs
Automate accuracy in every workflow
Manually hunting for the right clause or copying data from several systems leads to mistakes. Templafy connects to your systems, applies your rules, and builds each document with the right terms, data, and format, from the start.
- Automatically insert policy terms and required disclosures
- Pull member and policy details straight from your systems
- Lock templates against unauthorized edits
- Tag documents with metadata for easy tracking
Works inside the tools your teams already use
Switching apps slows everyone down. Templafy lives in Word, PowerPoint, Outlook, and SharePoint; so your team uses the tools they know, and every update appears everywhere at once.
- Lives in Word, PowerPoint, Outlook, and SharePoint
- Minimal training needed
- Cloud-based deployment with automatic updates
- Centralized template and rule distribution
- Scales easily for global teams
How Templafy transforms your most important workflows
Client proposals and pitch decks
Templafy builds polished, on-brand decks using the latest client data and approved content so sales teams can focus on clients, not documents.
Claims processing forms
Skip the manual search for data. Templafy pulls member and policy information straight from your systems, embeds the required disclosures, and turns hours of work into minutes.
Policy and renewal documents
With dynamic rules that adapt to regions and member profiles, your teams produce personalized policy packets that remain consistent and compliant, without extra effort.
Regulatory communications
Maintain compliance with HIPAA, GDPR, and state regulations through automated disclosures and approval workflows. Templafy rolls out updates automatically when regulations change.
How BDO Canada saved $1.65 million in one year
The challenge:
BDO Canada’s 80+ offices relied on 24 versions of engagement-letter templates across two languages. Teams wasted time hunting for files, manually fixing formatting, and juggling inconsistent templates.
The solution:
Templafy centralized 600+ templates in a single library, automated legal “gating” questions by province and language, and embedded everything inside Word and PowerPoint.
The impact:
- Generated 120,000+ documents in one year with Templafy
- Cut template versions from 24 to 4
- Saved $1.65 million by eliminating manual work and reducing errors
How IComm boosted win rates to 75%+
The challenge:
IComm’s sales team spent four hours per proposal copying content, updating pricing tables, and fixing layouts. Outdated slides and uncontrolled versions slowed their pipeline and led to inconsistent pitches.
The solution:
Templafy’s form-based automation pulls live data into branded templates and locks layouts against unauthorized edits, all within PowerPoint and Word.
The impact:
- Cut proposal creation time from 4 hours to 20 minutes
- Increased win rates from 66% to 75%+
- Freed sales reps to deliver more live presentations
Ready to elevate your document game and your bottom line?
The best way to discover how AI-powered document generation can eliminate manual tasks, cut costs, and deliver ROI is to see Templafy in action.
Book a demo for a personalized walk-through.