Five document generation tools to automate insurance workflows in 2025

Document chaos slowing you down?

For insurers, document management often feels like a never-ending battle. From policy creation to claims handling, the relentless paperwork and repetitive processes eat up hours each week—hours that could be spent serving customers better.

Did you know that 69% of insurers admit to wasting at least 8 hours every week simply trying to find, interpret, or process information buried within their documents? That’s a full workday gone every week on tasks that could (and should) be automated.

As someone who’s experienced this firsthand, I know how frustrating it can be chasing paperwork instead of focusing on what really matters.

That’s where smart document generation tools come in—they’re designed to streamline insurance workflows, eliminate manual errors, and save you valuable time.

In this article, I’ll walk you through the 5 best document generation platforms for insurance in 2025—so you can finally take back control and boost your team’s productivity.

Let’s dive in.

Quick summary:

1. eDocGen – Best for high-volume, customizable insurance document automation with no-code setup and robust integrations, like Salesforce and a RESTful API.
2. Docmosis – Ideal for flexible, template-driven document creation with easy Word-based editing and both cloud or on-premise deployment.
3. Checkbox.ai – Top pick for AI-powered workflow automation, intake management, and compliance-driven document handling.
4. Nintex – Best for end-to-end workflow and process automation, with powerful integrations and scalability for growing insurance teams.
5. Foxit – Excellent for AI-assisted PDF management, batch document processing, and seamless eSign workflows, all with enterprise-grade security.

1. eDocGen

Struggling to keep up with insurance paperwork overload?

If you’re in the insurance sector, you know how time-consuming and error-prone manual document creation can get. That’s where eDocGen really shines; it’s built to help teams like yours automate document generation directly from databases, CRMs, and all your enterprise apps.

I like that eDocGen doesn’t just handle PDFs—you can generate Microsoft Word, PowerPoint, and Excel documents, or even fillable forms. For an insurance company with high-volume needs, the bulk generation feature is a life-saver. Imagine generating thousands of personalized policies, quotes, or claims in minutes, not hours.

You don’t have to be a tech wizard here.

It’s very easy to upload or tag your own templates, pull in real-time customer data, and generate documents with complex logic—like conditional clauses specific to insurance contracts—all with a business-friendly interface.

And their no-code integrations cover major platforms like Salesforce, so you can merge info from multiple sources without fiddling with code.

With this platform, you can seamlessly generate documents by concurrently pulling data from multiple sources-including databases, CRMs, and enterprise applications.

This robust data integration allows you to merge data from combinations such as Salesforce + Oracle, Dynamics 365 + SQL Server, or PostgreSQL +SQL Server +MySQL, among others, within a single document generation workflow.

Key features:

• Super-fast bulk generation—thousands of insurance documents created in minutes from multiple data sources, perfect for policy packs, renewals, or claims correspondence.
• DIY, no-code template creation—add tags, logic, and even loops for personalized, compliant insurance contracts and statements, with centralized template control for brand governance.
• Flexible integrations & multi-format output—connect to CRMs, enterprise apps or databases, create document packages, and distribute via email, e-sign, or print in various formats (PDF, DOCX, Excel, etc.).

Verdict:

eDocGen stands out as a top contender for any insurance company that needs to scale document generation, automate compliance-heavy workflows, and boost team productivity. They also recently published their native Salesforce app that streamlines document generation even further for busy professionals in the insurance industry.

Start a free trial of eDocGen

2. Docmosis

Tired of slow, error-prone manual document creation in insurance?

I’ve seen firsthand how Docmosis can transform insurance workflows. If you’re overwhelmed by repetitive document assembly—think policy docs, claims letters, or customer statements—Docmosis brings a scalable, template-driven engine to the rescue.

Whether you want a hassle-free cloud solution or a secure, self-hosted setup (which is often crucial for regulated insurance environments), you can choose what works best for your business.

What I really appreciate is how easy it is to get started. You don’t need specialized plugins or complicated onboarding.

Docmosis lets you design templates right in Microsoft Word or LibreOffice—just swap in simple placeholders for the data you want merged. This means your business or IT team can keep every document exactly on-brand without reinventing the wheel every time coverage types or endorsements change.

Integration is a breeze, too.

If your team builds custom software or taps into no/low-code platforms, you can hook into Docmosis using their straightforward REST API. Plus, output comes in PDF, DOCX, or even plain text, which is a lifesaver if you need to simultaneously generate multiple formats for regulatory or customer needs.

Key features:

• Flexible deployment options: Choose secure SaaS for ease-of-use or self-hosted for maximum data compliance—ideal for insurance industry requirements.
• Create document templates with familiar tools (Word/Writer), enabling quick updates to policy layouts or claims letters—no dev needed.
• Lightning-fast, reliable generation of high-volume documents (from quotes to contracts), with proven case studies from insurance clients and other regulated industries.

Verdict:

If you’re after the best document generation software for insurance, Docmosis stands out for flexibility, template usability, and robust integration. The learning curve for setting up advanced templates can be a little steep, but the ability to use familiar editors like Word means your team ramps up faster than with code-heavy solutions.

Start a free trial of Docmosis

3. Checkbox.ai

Let me ask you—how much time does your insurance or legal ops team spend manually handling contracts and compliance documents?

If you’re drowning in routine paperwork or chasing down the latest templates, you’re not alone. I’ve seen this first-hand with teams who need to accelerate document-intensive workflows while staying compliant and efficient.

Checkbox.ai is an AI-powered intake and workflow automation platform that can totally transform document generation for insurance companies.

What I like is that you’re not just automating document creation—you’re actually capturing and managing requests, centralizing communications, and using smart workflows to handle end-to-end lifecycle management.

The platform’s no-code tools make it easy for non-technical teams to build and deploy automation fast, cutting down development time.

Now, for insurance, speed and compliance are everything.

Checkbox.ai enables you to automate intake from all channels (email, web forms, Slack, Teams), triage requests instantly, and use templates or AI to generate contracts, NDAs, policy documents, and more. Approvals, negotiations, electronic execution, and version control can all be handled in one place—minimizing risk and manual errors.

The dashboard and analytics also let you track bottlenecks in real time.

Just look at customer stories like Telstra and Woolworths, who saved thousands of hours annually and cut manual work by up to 80%.

In insurance, that’s a game-changer.

Key features:

• End-to-end document automation with template management, conditional logic, and approvals—perfect for policies, NDAs, and claims documents in insurance.
• Omnichannel intake (email, forms, Slack, Teams) routes requests instantly and uses AI to triage, reducing manual effort and response times.
• Dashboards, audit trails, and analytics offer compliance visibility and resource planning, ensuring legal and regulatory requirements are met.

Verdict:

Checkbox.ai is a top pick as one of the best document generation software for insurance, thanks to its powerful automation, AI-driven intake, and single-source-of-truth management. While it may take some initial setup to fully tailor workflows for complex insurance cases, the no-code customization and rapid time-to-value make it a clear long-term win for operational efficiency and compliance.

Start a free trial of Checkbox.ai

4. Nintex

Tired of manual paperwork slowing down your insurance processes?

I know how overwhelming it can be when you’re managing claims, compliance docs, and customer paperwork—all while trying to keep efficiency high and errors low.

That’s why Nintex stands out in the world of the best document generation software for insurance. Their platform doesn’t just automate document creation, it brings the power of workflow automation, process intelligence, and AI right into your everyday insurance operations.

You’ll find that Nintex is built with both flexibility and ease-of-use in mind.

Whether you want to automate renewals, policy documents, or claims approval flows, it covers the full document lifecycle. It’s a no-code/low-code platform, so even if you’re not a developer, you can create and deploy robust workflows.

Integrations with Microsoft, Salesforce, and other core software mean your teams aren’t forced to change how they work—Nintex just makes it all simpler and more connected.

What impressed me most is how Nintex isn’t just a “template factory”—it’s deeply process-oriented. You can map, automate, and optimize every insurance touchpoint, then scale up as your needs grow.

And with AI features that handle repetitive tasks and catch potential errors, you can finally focus on delivering service—not paperwork.

Key features:

• Comprehensive workflow automation: Automate insurance document generation, routing, approvals, and e-signature collection, all in one unified platform.
• Easy integrations & low code/no code: Seamlessly connects with your existing insurance and CRM systems (like Salesforce and Microsoft), so you can roll out solutions fast—even with minimal IT involvement.
• Customer success stories: Trusted by 8,500+ companies, Nintex has tangible case studies showing companies cutting manual labor, eliminating errors, and accelerating compliance reporting and claims processes.

Verdict:

Nintex is ideal for insurance operations that demand reliability, scalability, and real process automation—not just basic document merging. While it can initially feel overwhelming due to its breadth of features, that robust toolkit actually lets you tailor document workflows precisely to your needs and scale effortlessly as your agency or department grows.

Start a free trial of Nintex

5. Foxit

Error-prone paperwork is every insurance team’s headache.

I get it—you want to fast-track claims, keep everything compliant, and empower agents to focus on customers, not hunting down forms. That’s why I always look at how document generation tools like Foxit can transform insurance workflows.

What’s cool about Foxit is that it isn’t just another PDF tool.

It’s a complete, AI-powered platform that lets you create, edit, and manage all your insurance documents from anywhere—desktop, mobile, or even in the cloud. This comes in handy when you’re juggling everything from policy applications to claim forms and need to move fast.

Foxit’s automation capabilities are seriously impressive, especially if you need batch processing or want unlimited document creation inside Salesforce.

Built-in eSignatures mean your team gets legally binding signatures instantly (no more chasing paperwork), and everything remains compliant and secure—which is huge for insurance.

Plus, its deep integrations with Microsoft, Google Workspace, and Salesforce help streamline the customer journey. Imagine generating docs, collaborating with underwriters, sending for eSignature, and storing files—all in one place, with version history and audit trails.

That’s productivity for you!

The AI features are a nice touch too: summarizing long claims, extracting customer data, and making even the densest policy document easier to handle.

Key features:

• Unlimited document creation and eSignatures, including full Salesforce integration for automated insurance workflow.
• Enterprise-grade security and compliance—ideal for handling sensitive client data in insurance.
• AI-powered document analysis, data extraction, and batch processing that speed up policy creation, claims, and audits.

Verdict:

Foxit stands out as one of the best document generation software for insurance because it combines advanced document automation, eSign, compliance, and seamless integrations that insurance teams need. If you’re looking for a highly customizable solution, the interface has a learning curve; but once you get the hang of it, the scalability and time savings really pay off.

Start a free trial of Foxit

Conclusion

In conclusion, navigating insurance documentation can be a daunting task.

With 69% of insurers losing precious hours on manual processes, it’s clear that document generation tools are not just nice to have—they’re essential for optimizing workflows and enhancing productivity.

After diving into the top software options, I highly recommend eDocGen as the best solution for automating your insurance documentation processes.

Its ability to quickly generate thousands of custom documents, integrate seamlessly with existing systems like Salesforce, and offer a user-friendly interface positions it ahead of the competition.

Plus, the flexibility in deployment means it can adapt to your specific compliance needs.

If you’re ready to reclaim those wasted hours and streamline your workflow, I suggest you start a free trial with eDocGen. You’ll see just how transformative the right document generation software can be for your organization in 2025.