Templafy for insurance firms

Automated document and presentation creation workflow makes brand and legal compliance easy.


Why insurance firms choose Templafy

Leading international insurance firms use Templafy as a platform for content governance and distribution to ensure all documents are legally compliant in a highly regulated industry. Templafy’s platform provides employees in all locations with easy access to on-brand document and presentation templates. Employees can create, modify and share content quicker, while consumer-facing documents, presentations and emails meet the highest branding and legal standards.

Brand consistency

Instantly distribute the latest branded material to all employees.

Increase productivity

Automate document and presentation creation workflows.

Legal compliance

Employees can trust they have access to up-to-date templates.


Future-proof, secure and frees up IT resources.

Brand consistency

Instantly distribute the latest branded material

Safeguard your brand reputation by centrally governing branded content such as presentations, slides, logos and images. With Templafy, it’s possible to instantly distribute the latest on-brand content to all employees globally. This makes brand cohesion across all offices easy, meaning every consumer touchpoint is consistent.

Learn branding tips from industry leading insurance firms

Increased productivity

Automate document creation workflows

Ensure the process of assembling complex documents is fast & accurate with the latest firm-approved content. Your firm’s most up-to-date digital assets are readily available where your employees are already working, such as in PowerPoint and Excel. Templafy is available on all devices and works both online and offline, enabling employees to work on-the-go.

Find out more about productivity tools for insurance firms.

If P&C Insurance

Learn why If P&C Insurance chose Templafy

“The greatest overall benefit of using Templafy has definitely been the improved quality of our documents, both visually and content-wise. The other major benefit has been how much time we have saved, not only me, but every employee. Being able to easily and quickly create documents and presentations means employees can concentrate on other, maybe more important, tasks. And time is money, right?”

Anna Andersson-Solja, Marketing Project Manager, Business Area Industrial, If P&C Insurance

Legal compliance

Employees can trust they have access to up-to-date templates

Company approved content can be easily updated to follow regulation changes and instantly distributed to all employees. Templafy automatically adds the latest legal disclaimer text to all document templates and emails based on office, country or region.


Free up IT resources

Reduce the burden on IT. Easy integration into your IT infrastructure means very little tech support on your side is needed. Templafy’s cloud based software allows non-IT staff to administer content updates through our simple administration platform.

Easy integration with your existing solutions

Direct integrations with Microsoft Office, Office 365, SharePoint and more.

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Secure and future-proof technology

Templafy is a security first organization. Templafy’s platform is hosted in Microsoft Azure using Platform-as-a-Service technology. Microsoft was chosen due to its extensive security features and strict compliance standards that enable commitment to the confidentiality, integrity and availability of the Templafy solution.

Templafy has a strong commitment to privacy, security and compliance. To further earn customer’s trust, we have introduced and optimized tools and processes to ensure our continued compliance to the General Data Protection Regulation.

If you want to learn more, our expert support team is always available to assist and answer any questions.

Learn more about security with Templafy

“Templafy is a valuable solution for any public or private sector organization looking to govern and streamline employee communications created in Microsoft Office 365 applications in the cloud or on premise.”

Mark Walton, Office Marketing Group Lead, Microsoft NZ