Oracle Documaker Desktop

Oracle Documaker Desktop is the market-leading policy issuance solution for managing general agents (MGAs), excess and surplus (E&S), and specialty insurance carriers in North America. It is an adaptive enterprise document automation solution that provides efficient, cost-effective policy creation, presentment, printing archival, retrieval, and Web-enabling capabilities.

Managing policy issuance efficiently and cost effectively is a critical core competency in maintaining and growing your business in today's highly dynamic insurance industry. Companies who use Oracle Documaker Desktop can dramatically improve the time required to write new business—in some cases, reducing policy issuance time and costs by as much as 70 percent—while handling more volume with existing staff. Oracle Documaker Desktop can be easily integrated with third-party and home-grown legacy systems, including accounting, agency management, and rating systems. And, with access to a library of preapproved industry content, such as ISO and ACORD forms, it further accelerates new business.

Oracle Documaker Desktop's intuitive, easy-to-use design tools empower your business users to create documents throughout the insurance value chain, reducing their reliance on IT staff. It handles production of user-defined transactions, such as new policies, quotes, endorsements, cancellations, renewals, personalized correspondence, and other customer communications. It also supports creation of package policies, including multiple lines of business per policy with master declaration and sub declaration pages. Using it, you can efficiently manage policy issuance through work-in-progress (WIP); workflow, assignment, and routing; speed policy creation and accuracy with WYSIWYG form-based data entry; and much more.

Oracle Documaker Desktop also includes powerful reporting capabilities. Create production and marketing reports, policy registers for one or multiple carriers, Lloyd's bordereau and historical data reports easily and accurately. Avoid costly rework by sending complete and accurate data the first time to reinsurers, syndicates, and carriers—and improve decision making by analyzing reports to uncover trends in your business.

Customer success story: Using reporting capabilities within Oracle Documaker Desktop, Continental Special Risks has automated production for the Lloyd's of London bordereau report, reducing the previously labor and time-intensive data-entry process from days to hours.

• Proven market leader: Provides support for the widest variety of formats, platforms, databases, integration methods, and print streams for the insurance industry
• Development tools: Enables creation of documents for any carrier and any line of business, including multiple lines for multiple carriers, and automates policy issuance
• Support for all types of documents, multi-channel delivery and output: Enables production of high-volume structured documents as well as interactive, dynamic publishing for real-time, on-demand document output management enterprisewide
• Legacy conversion capabilities: Helps maintain the intelligence and integrity of your data by leveraging proven migration tools, processes, and insurance domain and technical experts
• Enhanced reporting capabilities: Includes a reporting tool that enables easy data extraction and compilation of Lloyd's bordereau, historical, marketing and other reports
• PDF print driver: Enables users to distribute policies and other documents electronically
• XML data import/export: Eliminates manual processes and ensures accuracy
• Industry content library: Accelerates new business by providing access to a library of preapproved industry content, including ISO and ACORD forms