Document Templates

Say goodbye to the choppy waters of paperwork management.

No coding, no hassle. Create document templates that populate with case-specific information automatically.
With our platform, you can easily build custom templates for any stage of the claims process, no matter your technical skill-level. Whether it’s letters, emails, or SMS, just tell ORCA what you need and when you need it and we will ship it on schedule.

No drafts, no drama.

Simply define what you need:

‘Create a customer notification letter, SMS and email when a claim is approved that includes the customer’s name, policy number, and settlement amount.’

The system will lead you through the generation of templates and fill in the appropriate details for each case.

Set up rules that trigger document creation at any point in the process. For example, when all necessary approvals are in place, the system can send out closing documents populated with the required information, saving your team hours of manual work.

Use our library of pre-built templates or customise your own with drag-and-drop simplicity. Whether you need legal forms, invoices, or personalised communication, our software makes it effortless.