FAQ

Sometimes we all need a little help
Liberty Mutual
Varsam Försäkring
Gabler
TT Finans
Allina
Alandia
Nordic Marine insurance
Quantum insurance
WaterCircles
What makes the system user-friendly?
Seamless is modernly designed with with usability at its core. It offers a clean, modern interface that minimizes clutter and feedback messages on key activities. Features like configurable user dashboard view (easy drag and drop set up), easy-to-use search and filter functions make daily tasks more efficient. The consistent design across modules also ensures that users can move between functions with minimal training or support.
How does Seamless Insure support product innovation and customization?
The platform is designed for rapid product setup and launch, supports custom modules, and allows for bespoke features per tenant. There’s also a roadmap for innovative insurance products (e.g., parametric, micro-insurance, cyber risk) and advanced pricing strategies.
Can I test new features or configurations before going live?
Yes, Seamless offers dedicated demo and test environments. These are isolated from live data and allow users to safely test new products, integrations, or configurations
What customer self-service options are available?
Customers can access a dedicated portal to view their quotes, policies, and claims. They can also register claims, download documents, and manage their account details directly.
Is there support for multi-currency and localization?
Yes, Seamless supports multi-currency operations (especially in fleet/group policies) and localization of language for white-label and broker portals.
Does the system cover P&C (non life) insurance functionality for Private and Commercial lines?

Yes, Seamless supports both P&C retail and commercial lines products. Seamless has a agnostic product builder that allows our clients to configure insurance products and manage them via configuration. Apart from product building, Seamless offers a full range of features that handle the end to end policy lifecycle events such as mid term adjustment (endorsement), termination, renewal and claims.
Can the system manage multiple company brands?

Yes, The same product can be easily cloned and modified to accommodate brand-specific requirements, such as tailored documents, templates, and terms and conditions. Sales channels can also be configured to align with specific brands, allowing for effective control and management. Additionally, brand styling and logos on customer-facing portals are fully supported through the platform’s white-labeling capabilities. 
What is the average effort needed to customize the system (configure new products, rules, etc.) when you install your solution in a new country/market?

That really depends on many factors especially the number of products and integrations. 30-40% is a rough estimation. The remaining budget generally covers new feature development, integration, data migration, testing, training, and other project activities. This percentage can vary depending on market complexity and reuse of existing templates or components.
Does the system support multiple currencies?

Yes, the platform is capable of handling all market currencies. 
Can Seamless Insure integrate with third-party systems?
Yes, Seamless offers robust API management. System admins can create and manage APIs for integration with external systems, trigger webhooks on business events, and publish APIs for partners. Full API documentation is available for both staging and production environments.
What about integrations with Accounting and ERP Systems?
The system integrates with several accounting and ERP platforms, ensuring support for accurate financial reporting, journal generation, and revenue recognition aligned with cancellation and refund events
What reporting and analytics features are included?
Seamless provides standard and custom reports for sales, policies, claims, and finance. Data can be exported for business intelligence or compliance purposes, and integration with data warehouses is supported.
How does Seamless Insure support compliance and audit requirements?
The platform includes audit logs, KYC tools, and supports regulatory reporting (e.g., Lloyd’s, bordereaux). It also provides features for DORA audit and compliance tracking.
Is Seamless Insure compliant with Solvency II regulations?

Seamless supports compliance with the Solvency II Directive by enabling reliable data management, technical provision calculations, and support for regulatory reporting across Pillars 1–3. Key capabilities include:

Data Quality and Integrity
The system enforces structured data entry, validation rules, and full traceability to ensure high-quality, complete, and auditable data for both internal and regulatory use.

Technical Provisions and Actuarial Support
Granular, structured policy and claims data to support actuarial modeling and calculation of technical provisions.

Risk and Capital Reporting (Pillar 3)
The system captures detailed data on premiums, claims, technical provisions, and reinsurance, ensures data accuracy and consistency, and delivers outputs to support solvency calculations and regulatory reports.

Governance and Internal Controls (Pillar 2)
Role-based access control, audit trails, and configurable workflows support robust governance, compliance oversight, and documentation of key decisions in line with Solvency II expectations.
Does Seamless ensure that the solution complies with Swedish Insurance Distribution Act (SFS 2018:1219)?

The platform supports structured and transparent handling of advisory documentation, customer communication, and contractual information, ensuring that obligations related to information provision, suitability, and governance can be met. Flexibility in the solution allows it to support a variety of distribution models and roles, while also maintaining appropriate controls and documentation to support internal and regulatory oversight.
Does your system support IFRS 17 regulations?

Yes — for data capture, structuring, and traceability. Seamless supports IFRS 17 by capturing detailed policy and cover-level data, including premiums, adjustments, and earned amounts. It passes this data — along with dimensions such as line of business, cohort, and product — to downstream accounting or actuarial systems, which handle the IFRS 17 calculations and disclosures (e.g., CSM, risk adjustment, GMM/VFA/PAA). 
What types of policies can be managed in Seamless?
Seamless supports single-object, multi-object (fleet), and advanced fleet policies. Advanced fleet policies allow bulk uploads (up to 500 rows per file) and support different currencies per insured object.
What is the process and logic's for product building in the system?
Product setup in Seamless is primarily handled through configuration within the product builder. Each product is made up of modular components—such as covers, rules, pricing logic, documents, risk questions, and screen layout. These elements can be configured independently on product level. Every product and rule change is version-controlled with full audit history ensure compliance and transparency.
Is the platform capable of having different set-ups in products based on if it's a group or individual insurance?
Seamless fully supports the configuration of both individual and group insurance products through its flexible product builder. For group policies, the platform offers multiple approaches to manage insured entities under a single policy.
Does the Seamless platform have the ability to do product bundling in the system?
The simple approach is to pre-define and set up a  bundle of optional covers into a bigger product with the discounted price and enable customer to opt-in / select the "covers" . Another alternative which requires combination of advanced rules configuration is to apply collective discount at check out when bundling conditions are met.
Is there a functionality for having short term products or covers?
Seamless has the capability to support innovative on-demand insurance products that are usage base and would be able to suppot short term products and covers with coverage term 1 day and above. 
What are the use of rules and the rules engine in your product building tool?
Seamless provides a flexible rules engine within the product builder that allows users to define dynamic behavior across covers, questions, and product parameters by configuration. For example, rules can be applied at different levels of the product setup.
What skills are necessary when working on building products?
Working on product configuration in Seamless primarily requires a strong understanding of how the product builder works, along with a good level of IT literacy. Most standard product setup such as covers, pricing rules, questions, and documents can be managed directly through the product builder UI. However, for more complex and quicker configurations, basic programming skills are beneficial. This includes the ability to read and update the product’s JSON template, which is sometimes used for cloning products, applying advanced logic, or making structural updates more efficiently. While deep programming expertise isn’t required, being comfortable with JSON syntax and logical structures helps streamline advanced product work.
How can we (insurance carrier) bring product changes and new products into production?
No deployment process is required to launch new products or apply product changes in Seamless. Users can test configurations or new versions in the Testing (Preview) tenant. Once validated, the product JSON can be copied into the Production tenant whether it is to create a new product or publish a new version of an existing one. All changes take effect immediately upon publishing, without the need to reboot the server. This applies to both minor updates and full product launches, enabling fast and flexible product rollout with minimal IT involvement.
Is it possible to set rules for automatic flows, e.g cancellation of insurance, or covers?

Automatic flows such as policy or cover cancellations can be configured using Seamless's workflow tool in combination with the rules engine. For example, policy cancellation due to non-payment can be automated by defining a rule that monitors the payment status. If a policy remains in “unpaid” status beyond a specified period, the system can trigger a predefined action like “cancel policy” without manual intervention.

These automated workflows are configurable enabling the set up of event-driven processes based on specific triggers and business rules, ensuring consistent and timely handling of operational scenarios.
Does the core system has a workflow solution for special risks?

Yes. Seamless offers an out of the box "manual underwriting referral workflow" embedded as part of the quotation and underwriting process.

Any quotation consisting of special risks will trigger a purchase constraint and automatically create a case and assign it to the respective underwriters for review and approval.
What is the general functionality for underwriting process guidance?
The underwriting workflow can be designed and configured on product level. For simple products, most of them require no UW intervention, all pricing and rules are pre-defined. To automate UW process, purchase constraints can be set up attaching to a routing workflow that facilitates underwriter in the reviewing process. The case handling process is simple and easy to follow.
Does the Seamless platform support clauses and text in letters?
Seamless supports flexible clause and document management through a centralized template engine. Terms, conditions, or exclusions can be configured and stored centrally. These clauses can be inserted dynamically into policy documents based on product configuration, rule outcomes, or customer responses. 
What are Seamless out-of-the-box features for underwriting rules?

Underwriting rules in Seamless are typically defined by each client, as requirements often vary across products and lines of business. 

The rules engine in the Seamless product builder is highly flexible, allowing underwriting rules to be easily configured without development work. This includes setting rules based on customer attributes, risk responses, coverage selections, or other parameters defined in the product setup. While we don’t enforce a fixed set of default rules, the system provides a strong foundation for clients to quickly implement and customize underwriting logic to fit their needs.
Can the platform support different underwriting rules based on access rights and/or authorization levels?
There are multiple levels of underwriting rule severity in Seamless. This means users can be grouped by authority level and are only able to approve underwriting rule triggers that fall within their designated permission scope.
Are there any function for running pre renewal simulation for a customer to calculate the expected renewal premium for a specific customer?
User can simulate renewal by creating a backdated policy which has entered the renewal invitation period on the test tenant (use the same set of risk information). The system will automatically generate the renewal quote with the renewal premium that would be similar to the actual renewal providing there is no change in the product set up. 
How flexible and user friendly is the system with changes such as changing the main due date, re-coding brokers, payment periods during the insurance period?
This is done easily with a few steps. There is a set of features on payment schedule which allows user to modify the payment frequency of an existing policy and override the original payment installment due date.
Can Seamless integrate with accounting, billing and collection providers?
Seamless is designed to integrate with external platforms for both accounting and billing requirements. 
Does Seamless have functionality for accounts payable?

 Seamless supports Accounts Payable by generating payable entries such as vendor bills for outgoing payments—typically related to claims settlements, commission disbursements, or other operational expenses.


The system allows management of vendor/recipient master data, including the registration of bank account details. Each payable item is mapped to client-defined accounting codes and can be posted to external accounting systems via REST endpoints. 
Does Seamless have functionality for accounts receivables?
 Seamless integrates with external billing or payment service providers to receive payment status updates (e.g., paid or failed). These updates are used to help with paid reports. Seamless can also auto trigger termination based on lack of payment. 
How does Seamless treat taxes and fees?
Seamless captures detailed breakdowns of taxes and fees at the cover level. These components are included in both written premium and earned premium bookings, and are made available during billing as separate line items. The data is passed on to the accounting and billing systems via API, ensuring that tax and fee components are handled consistently in downstream financial and invoicing processes. 
What is the standard available reports for Billing & Accounting?

Seamless provides comprehensive reporting flexibility by exposing all transactional data with full granularity:

Premium data is available at cover level, including all pricing components (net premium, tax, commission, fees, etc.).

Instalment-level tracking includes invoice references, payment due dates, and fully paid or outstanding status for each entry.

This data is made available to clients through a data warehouse (DWH) interface, allowing for ad-hoc queries, self-service dashboards, and integration with external BI tools.
Does your system support ISO 20022 XML payments?

Yes, via integrated partner. This is usually the responsibility of the accounting system or payment service provider (PSP) that we integrate with.
Does the system support different payment solutions such as digital wallets, credit cards, national payment solutions in the Nordics?

Yes, via integrated billing providers. Seamless redirects or embeds the checkout features of billing provider, and passes the required customer payment preferences, mandate information, and checkout redirections to the billing provider. The specific payment options available depend on the capabilities of the provider selected by the client.
Does the system encompass a database for insurance customers?
Yes. There is a account management (customer accounts) module on Seamless where it captures all customer account as an entity in the system. 360 degree customer account view allows all transaction like policy, claims, quotation, cases to be linked to the customer account. It can be used to as input/condition for business/system rules.
Could the private customer structure be connected to a household?
For individual accounts, the accounts can be linked under a particular household based on designed conditions, for eg, link accounts with the same address to a household. There is also an additional feature called " Relationship" that allows accounts to be linked together based on the type of relationship eg, siblings, child, parent, partner or for company account eg, parent company/child company.
Does the system provide workflow status and process (Sales, Service and Claims)?
Yes. Apart from the standard system inbuilt workflows, the workflow module allows our client to design and configure workflows tailored for different processes eg, task management workflow, claims workflows (based on product/damage type) to increase efficiency and reduce manual intervention. For eg, auto termination of policy due to non-payment, underwriting referral workflow, claims management workflow etc. 
Is the a possibility to integrate Seamless CRM to an external analytical platform?

Seamless supports integration with external analytical or decisioning platforms via APIs. Customer, policy, quote, and claims data can be exposed to external systems to enable advanced analytics, such as AI-driven suggestions for next-best action or customer segmentation.

The insights or recommended actions can then be consumed back into Seamless and displayed contextually in the user interface supporting guided workflows for agents or underwriters
How is the customer dimension handled in the system? Does the system support functionality that goes beyond the product perspective?
Seamless is built with a centralized customer model instead of policy centric. This means a customer’s profile is unified across all products, policies, claims, and interactions. The 360 degree customer account view presents a holistic snapshot of the customer, including active and historical engagements, policy, payment schedule, claims, cases, quotes etc. Beyond product-level data, it also supports relationship-level intelligence such as communication history, enabling users to manage the customer, not just the policy.
Does the system have any solution for handling prospects or partner customers?
Yes. There is a lead modules which enable leads to be created and nurtured before converting them to actual customer.
What is the functionality for users process configuration for customer dialog, product sales flow and claims handling. What part of this configuration need scripting or programming?
Seamless provides no/low-code configuration tools for most core workflows, including customer communication sequences, sales flows, and claims processing. Business users can define dialog triggers, configure automated system activities (e.g generate a document, create a follow up case, trigger an API) , modify and manage product updates and adjust claims triage logic using our built-in configuration tool on each module, rule engine and graphical workflow designer.
 
For advanced use cases such as custom API integrations,  third-party data enrichment, coding may be required. These areas are typically handled by technical users or Seamless team. The majority of day-to-day process configuration does not require programming.
What is the the workflow management functionality offered on the Seamless platform?

The Seamless Insurance Platform revolutionizes the way insurance businesses manage and automate their processes. Through the Workflow module, it offers a robust suite of tools optimized for adaptability, performance, and complete oversight of business processes.

The Workflow feature is designed around Business Process Model and Notation (BPMN) standards for modeling and automating business processes. Leveraging the Business Process Model and Notation (BPMN) standard, the Workflow module ensures that processes are both scalable and interoperable. This standardization means workflows are not only robust but also intuitive to design and manage, making complex insurance operations accessible to all users, regardless of their technical background.
Describe the level of integration in the whole system and its functions (Customer, Sales, Underwriting, Claims, Billing, Payments etc.)
The Seamless platform is fully integrated across all key insurance functions, covering the entire policy lifecycle. All core modules—Customer/Party, Sales (including Underwriting), Policy Servicing, Claims, Billing, and Payments—are built to work together (via internal APIs) out of the box.
 
For eg, 
 
(1) Customer/Party: Customer data is shared across the system, so all teams—from sales to claims—work from a single source of truth.
 
(2) Distribution and Underwriting: The quote and bind process is directly connected to product rules and underwriting logic, supporting both automated and manual underwriting.
 
(3) Policy Administration: Any changes to a policy—like mid-term adjustments, cancellations, or renewals—are handled within the same environment and automatically reflected in billing and documents.
 
(4) Claims: The claims process is linked to the relevant policy and customer information. This allows for efficient validation and communication.
 
(5) Billing and Payments: Payment schedule is triggered and updated automatically by policy creation and changes.
 
All modules communicate natively within the platform, which eliminates the need for workarounds or manual syncs.
Does Seamless have the ability to override and trigger parallel or alternative workflows?
Yes. It is mainly driven by the design of the desired workflow. Adding manual control to trigger an automated process is feasible. Gateways within the workflow tool can be used to create alternative flows. For example, setting up parallel workflows sending notifications while the main flow continue with other steps.
What is the general functionality of Seamless task/case management feature?
This feature helps teams handle follow-up tasks — like customer requests, internal approvals, or issues and questions that come up.
 
A case can be created manually by a user or automatically via workflow when a pre-defined rule is triggered. Each case can be configured the type, which team it goes to (queue), who should handle it (assignee), its priority, due date and all steps in attached workflow.
 
Cases can be linked to related records such as a policy, claim, or account, so the handler has full context, can access the information directly, take appropriate actions, leave internal notes, and upload supporting documents if needed. 
What is the general functionality of the rule engine?
The Rule Engine allows business users to define and maintain decision logic without coding. Rules are configured in spreadsheets using structured templates, including input mappings, rule declarations, and decision tables.
 
Rules can be triggered automatically by system events (e.g. quote creation, claim registration, payment submission). When triggered, the engine pulls real-time data from microservices via placeholders, evaluates the rule conditions, and returns results to guide system behavior (e.g. allow, reject, validate).
 
The engine supports version control, testing via a calculation tool, and flexible outputs (e.g. Boolean, string, number). Typical use cases include quote validations, claim checks, reserve and payment limits, and customer eligibility.
What types of user interfaces does the Seamless provide to support insurer operations?

Seamless provides a comprehensive suite of intuitive, role-based user interfaces designed to support the daily operations of both internal users (such as underwriters, operations staff, and claims handlers) and external users (such as agents, brokers, and distribution partners).

These interfaces are web-based, mobile-responsive, and highly configurable to align with the insurer’s specific processes, lines of business, and regional requirements. Built using modern technology and UX design principles, the platform offers:

  • Multi-language support, enabling users to work in their preferred language.

  • Personalized dashboards that can be customized with drag-and-drop widgets and flexible layouts.

Key capabilities include:

  • A 360° customer view, displaying all relevant information—such as quotes, policies, billing, claims, and documents—on a single screen.

  • An integrated workflow that allows users to efficiently manage customer interactions across the entire insurance lifecycle.

  • Full visibility and data consistency, enabling faster response times and more informed decision-making.
Does the solution cover all insurance products and product types for both private and commercial lines?

he solution supports a comprehensive range of Personal and Commercial Property & Casualty (P&C) insurance products, accommodating both individual and group structures through a flexible Product Builder module.

It also includes advanced capabilities for managing complex policy types such as fleet insurance, ensuring scalability and configurability for specialized lines, including marine and transportation insurance.

While the platform is primarily focused on P&C business, it also provides functionality for simple life insurance products, including death, disability, and personal accident. coverage.
Does Seamless solution/solutions deliver a multilingual approach?
Yes. Based on user's explicit preference. User can toggle to their preferred language from a list of languages available as out of the box.
Is it possible for users to export information?

Yes. Standard policy, customer, claims, case reports on Seamless are available in dashboard and table forms. These reports can be downloaded and exported in csv/excel file.

Also, for specific features like account list which comes with an export feature, user with the permission can export the account list from the system.

Lastly, Seamless datawarehouse feature is a full fledge data solution which transform all Seamless data into respective tables, these data tables can be accessed by our client users via analytics tool like power BI to build reports outside of Seamless.
Can the solution/solutions allow the user to see upcoming renewals?
Yes. Seamless provides an "Upcoming Renewals" screen that consolidates all approaching renewals, including the auto-generated renewal quotes alongside their corresponding existing policies. This feature allows employees and agents to easily track, manage, and act on renewals in a timely manner, ensuring that no opportunities are missed.
Does Seamless allow the user to register and handle a claim, and check claims status?
Yes. Seamless claim module provides end to end claim management. This includes the capability to enable user to create a claim manually, for claim handler to process and assess the claim and track status.
Does Seamless allow the user to see and modify all relevant details regarding billing and payments?
Yes. Seamless automatically generates a payment plan for each policy based on the selected billing frequency—whether monthly, quarterly, or annually. The total premium is automatically distributed according to the chosen schedule, with all payment details clearly displayed within the policy view. Any necessary billing adjustments can be made directly from the policy schedule screen.
Is it possible to perform single and bulk updates on fleet insurance products?
Yes. Seamless's current fleet solution uses a standard Excel template to upload all insured vehicle details as part of the policy creation process. Whether it is a single or bulk change, they can be easily handled through a mid-term adjustment by uploading an updated version of the fleet details in the same template format.
Does the platform allow for the customer to see policies and relevant documents related to each policy?

Full policy details and respective policy documents are available on the customer portal for customer to access.
Does the platform allow the customer to fill in a claim and receive confirmation?
Yes. Customer can create and submit a claim case through the customer portal. Once submitted, the claim case shall be saved under the "claim list" screen. Customer can access to the submitted claim case to track the status and also upload additional claims document requested by the claim handlers/insurers. Whenever a claim is submitted, a notification email / SMS can be configured to be sent to the customer to confirm and acknowledge the submission.
Does Seamless have predefined, configurable widgets/web parts to present functionality in a separate portal?
Yes. This can be supported via Seamless out of the box APIs. Currently, Seamless customer portal is integrated with the back office portal (core) using Seamless APIs. These similar APIs (supporting the mentioned customer portal functionalities) can be exposed to customers portals/third party portals as well.
Does the system have standard functionality for mobile units, for sales, maintenance and claims?
Yes. Our application is a modern, browser-based SaaS platform, built using up-to-date web standards. It is fully accessible via the latest versions of all major browsers. It can be accessed through browsers on desktop and also mobile devices as long as there is internet connection. Our application is built with responsive design principles, enabling it to adapt to various screen sizes, including mobile devices. While we primarily optimize and officially support desktop browsers, users may successfully access and use the platform on mobile browsers. 
Does the system handle all types of claims?

Yes.
Are Seamless Insure supporting customized Claims handler interface?
Currently the claims handler screens are standard on Seamless based on the enabled features and feature permission granted to the users. Customization of claims handler interface may be discussed and developed as an enhancement item.
Can the system flag if insurance is not valid, canceled or not active in any aspect?
Yes, the system includes robust built-in validation mechanisms to ensure that claims can only be lodged against valid, active insurance policies. This validation is applied upfront during the claim creation process, reducing the risk of erroneous or fraudulent claim submissions. As part of the claim initiation step, the user (customer, agent, or claims handler) is prompted to enter the customer account and date of loss first. Once this is provided, the system automatically performs real-time checks to identify and display only those policies that are valid and inforce for the type of claim being submitted.
 
Policies that do not meet these criteria—such as those where the date of loss falls outside the policy term are excluded from the list of selectable options. This ensures that the user cannot inadvertently submit a claim against an ineligible policy.
Is the platform able to present relevant claim adjuster, order and follow up on the task?
Yes. Seamless supports assignment, tracking, and management of tasks within the claims workflow.
 
On Claim Adjuster Assignment - Claims can be manually or automatically assigned to a claim handler or adjuster based on predefined business rules (e.g. line of business, region).Seamless workflow engine allows configuration of the claims process steps in a logical sequence.
Each task such as initial review, document verification, reserve setting, or loss adjustment can be set to trigger automatically or be assigned manually depending on the claim type.
Laslty, adhoc tasks (eg reminder tasks) or event triggered task can be created  tracked within the system under the claim case. Each handler has a personal dashboard showing assigned tasks with statuses and deadlines. 
Can Seamless deliver the possibility to build fully automated claims processes?
It is possible to design and build fully automated claim process leveraging on the worfklow tool, rule engine and claims functionalities.For example,
(1) Rule engine : Auto-approve claims below a certain value
(2) Workflow : each step of the workflow is automated /system driven if the rule is met including auto generation of customer communication and claims related documents/letters.
(3) Claim settlement features : automate claim reserve and payment creation including approval. Close claim automatically once settlement is completed.
How does Seamless handle multiple claim handlers in the same claim: (Different claims handlers Motor & Personal Injuries, Content & Building)?
Multiple claim handlers can work in the same claim (event). Can create cases within the claim for the activities taken by multiple claim handlers. In terms of data accessibility, Seamless can restrict access to claim data at cover level. For ex: If claim is vehicle damage, only Motor claim handler can see and work on. If claim is person injury, only Personal injury claim handler can see and work on. This will come with solution: create single claims for each cover and group them under one claim event.
What tools and procedures for production and editing of insurance templates for policies and terms does the Seamless platform offer?
Seamless Document Template module:
For templates related to policies, templates are typically dynamic, using placeholders to render data (eg: policy terms, reference numbers, premiums, cover details, etc.) to body content - Templates can be created in various formats (PDF, email, SMS, push) and are built using Razor syntax (C#/HTML), which supports inline logic and dynamic data binding.
For static content/file like Terms & Conditions, it can be:
* Rendered directly in the content template when they vary by product or business flow 
* Uploaded as template attachments, and included by default or conditionally using meta-tags 
* Configured in the product builder’s Document > Terms and Conditions section, where they are automatically included during document sending
 
The standard procedure involves: selecting the appropriate template type, defining layout and content, uploading relevant assets or attachments (e.g. logos, terms), and linking the template to the relevant product in product builder configuration.
Are there any function for use of the same documents across different products and product groups?
Yes, the same document template can be reused across multiple products or product groups. 
In Product Builder, just select the same existing template when configuring the document or email template for each product.
Additionally, system supports 'partial' templates which are reusable snippets that can be included in any other parent template.
Does Seamless handle/generate metadata relative to archiving and association insurance system and archive?
Seamless handles and generates document metadata and information relative to associations into the insurance system. Key Points:
- All uploaded documents and files are securely stored with metadata and versioning in Amazon S3, ensuring traceability and durability.
- Every document is associated with relevant insurance records (such as accounts, quotes, policies, and claims), supporting both operational needs and compliance.
- Comprehensive audit logs are generated, enabling tracking of all user and system actions for regulatory or business audits.
- Seamless Insure leverages industry-standard AWS tools for document storage and archiving, ensuring best practice around security, access, and data lifecycle.
- System tracks document usage and applies automatic deletion rules for data that is not necessary for business operations.
- Document storage separates metadata storage and insurance links from actual document storage.

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