The IQX Policy Documents Creator is flexibly designed to give business users full creative control. Auto-generated cover pages and tables of contents meet standard formatting practices as policies are created and transformed into professional employee booklets, summary plan descriptions, and certificates of coverage in moments.
This component provides you with the configurable templates without formatting or data entry. Flexible WYSISWYG editors give users with the tools to create simple or complex documents, streamlining policy document issue by tightly integrating with the IQX Sales and Underwriting Workbench for professional, consistent policies and documents.
Like all IQX components, the Policy Documents Creator can be integrated with the IQX platform or used on a standalone basis, tying in seamlessly with the workbench or existing systems. PDC supports multiple languages, including French, Spanish and English.
- Business users configure and maintain policy templates
- Create and manage policy amendments
- Generate a new policy for specific instance adjustments
- Considerations web-pages support flexibility
- Create policy booklets, certificates or other documents using easy-to-use templates
- Role-based features with security checks and measures
- Integrate with IQX components and across multiple systems