Stop running fake journeys just to check a document. Preview exactly what your customers will receive while you’re building the template.
Build with confidence. Preview with clarity.
Teams using Seamless Insure rely on dynamic, data-driven document templates to deliver branded, compliant customer communications.
Today, validating those templates often means:
- Creating test quotes or policies
- Triggering full journeys just to inspect output
- Fixing issues after documents reach production
We’re exploring a built-in preview experience that removes that friction entirely.
A native preview mode inside the Document Template Builder that lets teams validate layout, branding, logic, and attachments in real time—without creating test quotes, policies, or triggering customer communications.
Think of it as “what you see is what the customer gets”, before you publish.
Key capabilities
- Instant rendering of templates
Preview PDFs and emails directly from the template editor. - Dynamic data & logic support
Test placeholders and inline logic (Razor-style bindings) using realistic sample data. - Production-accurate branding
Reusable headers, footers, covers, and embedded CSS render exactly as they will in live output. - Business flow simulation
Preview how documents behave across key scenarios—new business, renewals, and MTAs—so conditional sections and attachments are validated upfront.
Why it matters
- Save hours every week
No more creating test quotes or policies just to check a layout. - Higher quality customer communications
Faster iteration means fewer production issues and more consistent documents. - Safer template changes
Updates become predictable and easier to validate—especially when launching new products. - A better experience for business teams
A smoother, more modern configuration workflow with less back-and-forth.
Interested in adding this to your platform?
Today vs. where we’re heading
Today (baseline)
Templates are dynamic and fully branded, but validating output usually requires running an end-to-end journey to generate a document.
What this adds
A preview step during configuration—shortening the feedback loop and making document changes faster, safer, and more intuitive.
Help shape the roadmap
Would this save your team time and reduce document errors?
We’re actively gathering feedback to prioritise this capability.
Your input will help shape how and when it’s delivered.
👉 Leave your contact details below and we will get in touch with you.