Document Automation for Insurance Companies

By integrating WebMerge into their document workflows, insurance companies can automate their most time-intensive document preparation processes. Brokers and agents alike can quickly generate standardized documents that reduce human error and minimize approval times.

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Quotes and Proposals

WebMerge helps agents collect information about prospective customers, automate quotes, simplify their proposal generation, and more. Keep everyone on the same page by sharing a standardized template for quotes and proposals across the entire organization.


Not all policies are built the same, but with WebMerge, brokers can quickly create a customized policy based on factors for that specific customer, including coverage amounts, age, the state they live in, and more.

Claims and Reports

Quickly filing claims is key to getting customers that will rave about you to others. Integrate WebMerge into your claims process to automatically generate reports that include damage information, photos, police reports, and more. Learn how our smart documents work.

We use WebMerge to create customized quotes and proposals for our customers that are automatically sent for e-signature straight from our CRM. Stephanie C

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