PolicyBox

PolicyBox is a platform for delivering insurance and financial documents electronically after a policy is issued. It is mainly used to send electronic insurance policies and annuity contracts. The vendor describes it as patent pending.

What PolicyBox offers

• Electronic policy delivery — policies and annuity contracts sent digitally.
• Post-issue documents — further paperwork delivered after issue.
• Rules engine — supports almost any workflow and several distribution channels.
• Branding — can be applied at every level.
• Custom materials — marketing items and cover letters can be added.

Who it works with

Insurers and financial firms that issue policies and contracts and want to move delivery of policy paperwork from print to electronic channels, with a consistent look across each distribution route.