WebMerge for Insurance

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 a prospective customer, generate a quote or proposal that is specific to their needs, and quickly send that off for review. Keep everyone on the same page and easily share a standardize template across the entire organization.


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

Claims and Reports

Quickly filing a claim from a customer can be key to creating a customer who will rave about you to others. Integrate WebMerge into your claims process to automatically generate reports that include damage information, photos, police report, and more.

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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