Insurance

Automate Policy Documents &
Claims Processing

Automate policy documents, claims summaries, certificates of insurance, and premium receipts. Connect to insurance platforms or any system via API.

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Every document your agency needs

  • Policy Documents — Coverage summaries, policy declarations, and endorsement schedules.
  • Claims Summaries — Claim status reports, settlement letters, and loss documentation.
  • Premium Receipts — Payment confirmations, billing statements, and premium notices.
  • Certificates of Insurance — COI documents, proof of coverage, and additional insured certificates.
  • Renewal Notices — Policy renewal reminders, coverage change summaries, and rate updates.
  • Quote Letters — Insurance quotes, proposal documents, and coverage comparisons.
Professional service receipt template
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PDF template example - Packing Slip
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Built for real-world documents

Everything you need to create professional business documents, from invoices to packing slips.

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Headers & footers that just work

Define once, repeat on every page automatically. Perfect for logos, page numbers, and legal mentions.

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Dynamic data binding

Inject any data into your templates. Names, addresses, prices, etc. — everything updates automatically.

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Tables that grow with your data

Rows grow automatically with your data. 3 items or 300, the table adapts and spans multiple pages if needed.

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Built-in QR codes & barcodes

Generated on the fly from your data. Supports Code128, EAN-13, QR codes and more — all scanner-ready.

Try it free

60 free PDFs/month

Easy to use

Documents that adapt to your data

Go beyond simple placeholders. Use expressions to format, calculate, and control your content.

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Use system variables

Access page numbers, total pages, and current date and more automatically with {{sys.page_number}} and friends.

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Customize every component

Fine-tune content, borders, colors, sizes, positions, and more. Each element has its own properties panel.

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Built-in functions

Format dates, calculate totals, round numbers, and more. Use 100+ built-in functions or create your own.

Start building

No credit card required

Template editor with expressions
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Without writing a line of code

No-code integrations

Generate PDFs automatically with Zapier, Airtable, Make and other popular no-code platforms of your choice.

Automate PDFs in ZapierAutomate PDFs in AirtableAutomate PDFs in MakeAutomate PDFs in BubbleAutomate PDFs in n8n

WORKS WITH

GuidewireDuck CreekApplied EpicSalesforce FinancialVertaforeAgencyZoom
Insurance templates

Sample templates

Professional PDF templates for policies, claims, certificates, and more. Fully customizable and ready for API integration.

Consulting Service Receipt Template

Consulting Service Receipt Template

Launch Editor|View PDF
Security Deposit Receipt Template

Security Deposit Receipt Template

Launch Editor|View PDF
Professional Corporate Business Invoice

Professional Corporate Business Invoice

Launch Editor|View PDF
Start building yoursBrowse all templates

Frequently asked questions

How do I integrate TemplateFox with my insurance management system?

TemplateFox connects to Guidewire, Duck Creek, Applied Epic, and other insurance platforms via our Zapier integration, Make, or directly via REST API. Trigger PDF generation when policies are issued, claims processed, or renewals due.

Can I generate certificates of insurance automatically?

Yes. Design COI templates with your branding and required fields, then generate certificates automatically when coverage is bound. Include policy numbers, coverage limits, named insureds, and additional insured parties dynamically.

How do I create policy documents?

Design policy templates in our visual editor with declarations pages, coverage summaries, and terms. Pass policyholder data via API and our engine handles multi-page documents with proper pagination.

Can I batch generate renewal notices?

Yes. Use our REST API for batch processing or set up automations in Make. Generate hundreds of renewal notices, premium statements, or policy documents in parallel.

How do you handle sensitive policyholder data?

TemplateFox processes your data only during PDF generation and does not retain policyholder information after the document is created. All API communications use TLS encryption. Review our security practices for details.

Can I add barcodes or QR codes for document verification?

Yes. Our template editor includes native barcode and QR code components. Add policy number barcodes, verification QR codes, or links to online portals.

Do you support claims documentation?

Yes. Generate claims acknowledgment letters, status reports, settlement summaries, and loss documentation. Include claim numbers, adjuster information, and detailed line items for settlements.

What integrations work with insurance platforms?

We integrate with Guidewire, Duck Creek, Applied Epic, Vertafore, and other insurance platforms through Zapier or Make. For custom systems, use our REST API with webhook triggers.

How much does it cost for insurance document generation?

TemplateFox offers 60 free PDFs per month — enough to test your workflows. Paid plans start at $19/month for higher volume. Each PDF generation costs 1 credit regardless of page count. View pricing for details.

Automate your PDF generation

Complete documentation, no-code integrations, and a powerful API to help you generate PDFs at scale. Let us handle the boring stuff.

Start generating→Read the docs