Customer communication for insurance companies: Consistent, compliant, & scalable
From applications to claims settlement: INVARIS supports insurers in preparing, managing and delivering all their correspondence. The platform combines template management, rule-based document creation and multi-channel output into a consistent process — audit-proof, barrier-free and optimized for high volumes.
The requirements for modern communication for insurance companies
High complexity of templates due to product and tariff diversity
Different divisions, tariff generations and contract variants generate a variety of document variants. Policy conditions, clauses and legal adjustments require frequent changes — often under time pressure and with strict compliance requirements. Without central control, redundant templates, inconsistent formulations and complex maintenance processes arise.
Consistent communication across the entire contract life cycle
From application confirmation to contribution invoices to contract termination, insurers must communicate in a timely and comprehensible manner. Each letter must correctly represent the current status of the contract, meet legal requirements and be documented for audits. Inconsistencies or late delivery can result in complaints, cancellations, or regulatory consequences.
High volumes with minimal error rate
Mass mailings in billing and claims communication require reliable automation. Data from existing systems must be transferred without errors, documents processed in large quantities and delivered via various channels. Manual rework due to data errors or format problems causes costs and delays.
This is how INVARIS solves these challenges
INVARIS represents the entire document process in an integrated platform, from central management of all content to rule-based document creation and delivery via all channels. This provides insurers with an integrated solution that enables them to securely meet their requirements, keep complexity manageable and process large volumes reliably.
Centrally manage templates and content
Manage text passages, clauses, conditions, graphics, and layout components centrally and conveniently. Create and maintain templates in INVARIS Designer directly in specialist departments without programming knowledge.
Content and language variants can be easily controlled using INVARIS ContentRepository. And for controlled approvals and orderly distribution across development, test and production environments, use ResourceManager. Every change is versioned, every approval is traceable.
Create and edit documents
Document processing (DCS) creates finished documents from data and templates, controlled by rules, variables and information from inventory or claims systems. A wide variety of input formats are processed, and the output is in all required formats.
For individual correspondence and digital claims, FormStation and Interactive offer browser-based processing with validation and workflow support. Clerks work in guided processes, input errors are identified directly.
Control output and distribution
With INVARIS OutputManagement, you can configure your processing centrally and monitor it in real time. Control output via parallel pipelines and flexibly adjust load and throughput so that your mass mailings remain scalable at all times, even with very high volumes. The INVARIS JobManager collects, sorts and bundles shipments for physical shipping - including integrated postage optimization, insert management and connection to print service providers. Digital channels such as e-mail, portals and archives can be controlled simultaneously in one run.
Practical examples of insurance companies
Typical use cases
Policies and contract documents
Automated creation of insurance certificates, terms and conditions and accompanying letters, controlled by tariff data and product rules from the inventory system.
Contribution statements and statements
Mass processing of periodic invoices with correct calculation of contributions, due dates and payment information. Reliable even with high volumes.
Claims and correspondence
Digital claims routes with guided online forms, validation of submissions and seamless transfer to claims processing. Fewer queries & faster processing.
Benefit statements
Transparent presentation of refunds, deductibles and billing details. Understandable for customers and audit-proof for internal audits.
Contract changes and additions
Automated additions in the event of address changes, tariff changes or coverage adjustments with complete documentation of the contract history.
Cancellations and confirmation letters
Timely confirmations of contract cancellations, cancellations or contract terminations. Compliant and verifiably delivered.
What insurance companies particularly appreciate
Interactive damage routes with validation
Digital claims benefit from guided forms and real-time validation. Incomplete or incorrect information is immediately identified. This reduces rework, shortens waiting times and improves the customer experience.
Multilingualism for heterogeneous customer bases
Insurance companies with international business or multilingual markets manage translations centrally in ContentRepository. Language variants are automatically inserted into documents, and translation processes with external service providers are integrated.
Accessibility and legally compliant documentation
PDF/UA compliant editions meet accessibility requirements. Complete audit trails document every step of document creation. This is important for regulatory tests and verification requirements.
About INVARIS
For more than four decades, we have been developing solutions for efficient and secure document processes in Austria. Our expertise is based on many years of experience, the highest safety standards and trusting, partnership-based cooperation with our customers. Numerous organizations worldwide, including international corporations as well as public institutions, rely on INVARIS.
Made in Austria! Proven quality since 1986: Four decades of expertise in document processes, developed and supported by an experienced team from Austria.
Uncompromising safety: Your data stays in your systems. With the highest safety standards for regulated industries such as banks, insurance companies and public administration.
Long-term partnership: From analysis to implementation to ongoing operation, with local support and individual support at your side.
Talk to us
Do you have any questions about our solutions or would you like to have your project assessed? We are looking forward to talking to you.