WordingsAI Policy Pack
From source documents to structured risk data, controlled wording and production-ready policy packs.
WordingsAI helps insurers, brokers and MGAs move from fragmented documents, manual rekeying and disconnected wording libraries to a controlled digital workspace for insurance contract production.
Contract intelligence. Wording control. Faster document production.
One workspace for contracts, clauses, policies and reporting
Centralise active contracts and keep insureds, policy types, dates, execution status and readiness in one searchable portfolio.
- Insurance portfolio — view active contracts with reference, insured, type, inception and status.
- Portfolio control — filter, search and manage contracts without spreadsheet workarounds.
- Customer-ready visibility — show live operational status and contract readiness.
- Production control — connect contract records, libraries, extracted fields and final outputs.
The Insurance Portfolio gives teams a single control view for active insurance documentation.
From source documents to integration layer to outputs
Each contract workspace connects source evidence, structured risk capture, endorsements and generated documents.
- Source documents — upload contract, submission, schedule, quote and supporting documents.
- Risk Details integration layer — merge extracted fields into a structured record with completion tracking.
- Endorsements — attach controlled library references that render into quote, slip and schedule.
- Output documents — generate quote, slip, schedule and policy pack outputs.
The workflow turns contract evidence into reviewable data, controlled endorsements and generated customer documents.
Review risk details and schedules before export
Structured schedule and coverage fields replace uncontrolled copy-paste while keeping final documents tied to managed wording libraries.
- Risk detail and schedule — review insured, policy period, business description, premises and contract references.
- Covers and sub-limits — structure operative covers, limits, excesses and defence costs.
- Schedule preview — confirm the customer-facing schedule before issuing.
- Controlled data reuse — keep reviewed data and issued outputs aligned.
Risk details feed the generated policy schedule, keeping reviewed data and issued outputs aligned.
Generate quote, slip and schedule outputs
Once the risk details are reviewed, WordingsAI generates insurance documents from the structured contract record.
- Generated quote, slip and schedule — preview customer-ready documents before issuing.
- Document consistency — reuse the same reviewed data across generated outputs.
- Export controls — select documents and issued policy wording for one branded PDF pack.
- Download or email — produce a customer-ready policy pack for distribution.
Generated document previews and the export modal support controlled, branded policy pack production.
Ready to modernise insurance document production?
See how WordingsAI helps insurance teams move from fragmented documents to structured risk data, controlled wording and export-ready policy packs.
Contract intelligence. Wording control. Faster document production.
Also from WordingsAI: Reinsurers Intelligence for market contract analysis