Document Templates
Reduce risk, improve quality of correspondence and reduce administration burden through our Automated Documents solution. Our software allows you to create consistent branded documents through pre-approved templates and automated data population.
Key Stats.
70
+
Templates available
10
k+
Templates generated per annum
↓
15
%
Reduction in process times
How it works: Document Automation: Clarity for all
Our integrated document solution allows users to streamline document creation. Write your letter once, ensuring it is in clear language and an appropriate tone that meets all requirements. You can then generate the letter repeatedly, tailored to each customer and situation. Users can generate simple documents with a few clicks or tailor specific fields as needed.
Accuracy and consistency
This ensures the documentation sent to customers is accurate and consistent. Documents can incorporate data pulled from a claim or investigation. You can include relevant wording from the Product Disclosure Statement (PDS) and required information such as interpreter details and contact instructions.
Types of Documents You Can Create
- Decline letters: Comply with Code of Practice requirements.
- Instructions: Provide clear guidelines for external investigators or suppliers.
- General correspondence: Maintain professional and consistent communication with customers.
Our document template solution is designed to enhance efficiency, ensure compliance, and uphold your brand’s integrity.
Key Benefits
Accurate and consistent
Ensure your documents are always precise and uniform.
Data integration
Incorporate data from claims or investigations seamlessly.
Brand alignment
Include your logo, letterhead, and brand-specific fonts.
Flexibility
Cater to multiple customer-facing brands with ease.
Our Investigate services
Built with compliance and auditability in mind, our Investigate suite helps reduce investigation time, improve resolution rates, and support better outcomes across the fraud lifecycle.
FAQs
How document templates support efficiency, consistency, and audit readiness.
What are document templates used for?
Document templates standardise letters, forms and investigation outputs so teams communicate consistently and capture the right information every time.
Can we use our existing templates?
Yes. We can take your pre-approved templates (for example customer letters or supplier requests) and configure them in the platform for consistent use.
Can templates be tailored by case type or region?
Yes. Templates can vary by product line, market, investigation outcome and regulatory requirements to ensure the right wording is used in the right context.
Does the system support version control and approvals?
Templates can be governed with role-based permissions and audit trails so only approved versions are used, and changes are traceable.
Can templates pull in case data automatically?
Yes. Templates can be populated with relevant case fields to reduce manual effort and avoid errors.
How do templates help with compliance and auditability?
They ensure communications are consistent, approved and logged against the case supporting fair treatment, complaints handling and regulatory review.
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