Insurance Carriers and MGAs

Docunym has out of the box configurations for the insurance industry:

  • Policy and Claims Document Types
  • Commonly used Insurance Business Process Workflows
  • Secure Storage and Automatic Disaster Recovery


Immediately use Docunym for your insurance processing needs

In addition to all of the power and functionality or Docunym, this pre-configured system will be usable out-of-the-box with the following functionality:

Insurance Document Types and Workflows

  • Common insurance document types and fields are already set up.
  • Access all documents from across all lines of business within Docunym during underwriting.
  • Store unstructured claims data such as video, audio and photos.


Integration with Other Systems

  • Open web services to tie in your Claims, Billing, Rating/Quoting, and Policy Administration systems to Docunym.
  • Centrally store your insurance documents in one place, have it easily accessed by all other systems.
  • Document images can be used directly by your Agent Portal.



  • The system dashboard gives managers a real time overview of all workflows and processes.
  • Users can develop custom reports for the KPIs that are critical for management without the need for help from developers or IT resources.
  • Reports can be downloaded into Excel format.