Generate Insurance Documents Directly from Salesforce

Frequently asked questions

• Why should insurance teams generate policy documents directly from Salesforce? +
  Insurance documents generated from live Salesforce data eliminate the three biggest risks in insurance document management: manual data entry errors when re-typing policyholder names, policy numbers, coverage details, and premium figures that already exist in your CRM, version control issues when multiple team members work from different copies of the same policy or renewal template, and the hours lost every week copying Account and Contact details from Salesforce into Word documents for every new policy, claim, or renewal.
• How do I generate insurance documents from Salesforce? +
  With 360 InstantDocs, generating insurance documents from Salesforce is a three-step process. Upload your insurance document template - policy document, claims report, coverage summary, renewal notice, or claim settlement letter in Word format. Map each placeholder field to the corresponding Salesforce object field using the point-and-click interface - policyholder name to Account name, policy number to a custom policy object field, premium amount to a custom financial field. Then open any Salesforce Account, Contact, or Case record and click Generate Document - your completed insurance document is produced as Word or PDF in seconds, with all fields populated from live CRM data.
• How do I generate a claims report from a Salesforce Case? +
  With 360 InstantDocs, generating a claims report from a Salesforce Case is a one-click process. Upload your claims report template and map placeholders like {claimantName}, {incidentDate}, {incidentDescription}, {estimatedLossValue}, and {claimReference} to the corresponding Salesforce Case and Contact fields. Open any Case record, click Generate Document, select your claims report template, and choose Word or PDF output - your completed claims report is produced instantly with all claimant and incident details pre-populated from the Case record.
• Which Salesforce objects can these insurance templates pull data from? +
  360 InstantDocs works with any Salesforce standard or custom object. For Salesforce insurance document templates, the most common mappings are: Account (policyholder company or individual details), Contact (policyholder personal details, signatory), Case (claim details, incident information, claim status), and custom objects for policy management (policy number, coverage type, premium, start and end dates), claims processing (claim reference, loss assessment, settlement amount), and renewal tracking (renewal date, updated premium, coverage changes).
• Can I bulk-generate insurance documents for multiple policyholders at once? +
  Yes. Bulk insurance document generation in Salesforce is one of the most valuable use cases for 360 InstantDocs in insurance teams, particularly for renewal cycles where hundreds or thousands of renewal notices need to be produced and sent simultaneously. Select all policy records due for renewal from a Salesforce list view and generate personalised renewal notices for every policyholder in a single bulk action.