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Smart insurance communication, from creation to delivery.
RGI’s Customer Communications Management module enables insurers to create, personalize, and distribute business-critical documents, like quotes, policies, endorsements, and renewals.
Fully integrated with RGI’s platform, it automates both on-demand and scheduled bulk processing, using cloud-native microservices and flexible input formats.
Printing runs through dedicated microservices, making it easy to connect multiple providers. Built as a full web-based solution, this module covers the entire document lifecycle: from layout design to delivery, supporting multi-tenant environments and reusable templates for all channels.
Key Features
Create, personalize, and automate the delivery of insurance documents across email, SMS, print, and digital portals. Ensure brand consistency, reduce manual effort, and streamline every customer interaction.
Automated document generation
Create and deliver quotes, policies, endorsements, and claims documents—instantly or in scheduled batches.
Smart template designer
Combine logos, legal text, and dynamic customer data in one intuitive visual editor.
Omnichannel templates
Design once, reuse everywhere—email, PDF, portal—ensuring consistency and efficiency.
Multichannel delivery automation
Send documents via email, SMS, file export, or fax—triggered by rules or real-time events.
Document tracking & audit
Monitor production, follow delivery, and maintain full compliance-ready audit trails.
Approval workflows
Set up selective approvals and collaborative release flows for secure communication.
Cloud-ready & secure
Scale with ease on a secure, cloud-native, multi-tenant platform built for compliance.
Open integration
Connect seamlessly with RGI systems and third-party tools via REST APIs and services.
Scalable print microservice
Handle high-volume print jobs independently with flexible, provider-agnostic services.
Benefits
Manage insurance documents with clarity, speed, and full control — from first draft to final delivery
Streamlined document workflows
Replace paper-based tasks with digital processes. Automate creation and distribution to reduce manual effort and cut turnaround times.
End-to-end control
Oversee every step — from data input to layout design, approval, and delivery — all from a single platform, with full traceability.
Reusable, consistent templates
Create templates once and use them across channels and formats. This ensures consistency, simplifies updates, and saves time with every new communication.
Full autonomy for business teams
Design, edit, and manage documents directly through a web-based interface — no need to involve developers or wait on IT.
Compliance and data protection built in
Every document meets regulatory requirements by default, with audit trails, secure access controls, and encryption where needed.
Scalable and flexible by design
Built on a cloud-native, multi-tenant architecture, the solution adapts easily to volume increases, new products, or additional geographies.
Integrated across your ecosystem
Connect with RGI platforms and third-party systems via APIs — ensuring smooth communication flows across the value chain.
Frequently asked questions
The module replaces manual tasks with a fully digital workflow. Teams can create reusable templates, automate delivery, and manage everything—from layout to audit trail—within a single platform.
Yes. Templates are omnichannel by design and can be reused for email, PDF, SMS, print, and portals. This ensures brand consistency and faster communication.
Absolutely. You can create documents on demand or schedule them in batches, depending on your operational needs.
Yes. It includes built-in compliance features like audit trails, encrypted delivery, secure access controls, and supports multi-tenant environments.
Yes. It integrates natively with RGI platforms and connects to external tools via REST APIs and web services.
Explore all our offerings
Discover our local excellence across Europe
Explore how RGI’s product suite powers digital insurance in Italy, France, and Germany with scalable, compliant, and innovative platforms.
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