PolicyLayer
One platform to turn underwriting processes into fast, controlled, and compliant outcomes.
PolicyLayer transforms the end-to-end underwriting process, not just document generation. It brings together data ingestion, underwriting workflow, clause management, and document production into a single, controlled system.
By combining automated data capture from PAS, email, and documents with a structured underwriting workbench, it enables underwriters to assess risk, apply terms, and manage decisions in a consistent way. Intelligent templating and a governed clause library ensure that quotes, policies, and invoices are generated accurately and in line with standards.
Benefits
PolicyLayers makes for faster case handling, better data integrity, and full auditability—from submission through to bind and document issuance—while maintaining strict control over wording, branding, and compliance.
Product features
End-to-End Document Creation
Generate policy documents from template selection through to final PDF output, including preview, editing and approvals workflows.
Data Ingestion & Enrichment
Automatically pull policy data via API from PAS systems and extract structured data from emails and attachments using AI.
Template-Driven Document Generation
Leverage pre-defined, controlled templates for different document types, carriers and languages to ensure consistency.
Policy Creation Interface
Provide users with an intuitive interface to create, edit and manage documents, with role-based permissions and controlled editing.
Governed Approvals Workflow
Enable approval processes for document changes and final outputs, with notifications and full audit trails.
Secure Access & Control
Manage user roles, permissions and access via secure authentication, including single sign-on with Microsoft 365.
Improved Efficiency
Accelerate policy document creation by automating data ingestion and reducing manual input.
Standardised Outputs
Ensure consistent, professionally presented policy documents using approved templates across all business units.
Reduced Errors
Minimise risks associated with manual data entry through API-driven data population and validation.
Enhanced Governance
Maintain full control over templates and wordings with audit trails, approvals and access controls.
Improved Document Quality
Deliver polished, branded PDF documents with improved visual presentation and structure.
Reliable Document Management
Ensure consistent storage and retrieval of policy documents through seamless system integration.
Products features
End-to-End Document Creation
Generate policy documents from template selection through to final PDF output, including preview, editing and approvals workflows.
Data Ingestion & Enrichment
Automatically pull policy data via API from PAS systems and extract structured data from emails and attachments using AI.
Template-Driven Document Generation
Leverage pre-defined, controlled templates for different document types, carriers and languages to ensure consistency.
Policy Creation Interface
Provide users with an intuitive interface to create, edit and manage documents, with role-based permissions and controlled editing.
Governed Approvals Workflow
Enable approval processes for document changes and final outputs, with notifications and full audit trails.
Secure Access & Control
Manage user roles, permissions and access via secure authentication, including single sign-on with Microsoft 365.
Improved Efficiency
Accelerate policy document creation by automating data ingestion and reducing manual input.
Standardised Outputs
Ensure consistent, professionally presented policy documents using approved templates across all business units.
Reduced Errors
Minimise risks associated with manual data entry through API-driven data population and validation.
Enhanced Governance
Maintain full control over templates and wordings with audit trails, approvals and access controls.
Improved Document Quality
Deliver polished, branded PDF documents with improved visual presentation and structure.
Reliable Document Management
Ensure consistent storage and retrieval of policy documents through seamless system integration.