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Paligo for the Insurance Industry

Accuracy and consistency in insurance documentation is crucial to establishing a positive brand image and building customer trust. Help your company reduce costs and simplify procedures for creating and managing business-critical insurance documentation.

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Paligo for the insurance industry
Person writing at a tablet, with a list of insurance types: health, homeowners, automobile and business

Creating and maintaining insurance policies and procedures just got easier

Most insurance companies have complex policies and procedures that employees need to follow. Policies written for clients have a lot of content that can be reused, but this content often needs to be modified for compliance, regional differences, and more. Writing and maintaining all of this documentation can be a challenge. Using the Paligo Component Content Management System (CCMS) can help make things a lot easier.

Insurance Policy topic in the Paligo editor with links, the Insert as reuse menu and a 57% reused texts chart

Time-saving structured authoring and content reuse

The Paligo CCMS is designed for structured authoring; an XML-based approach to documentation that simplifies content reuse, consistency, and collaboration. Instead of creating one lengthy document, you create sections of content, or topics. You can then reuse these topics in different publications, which is a valuable time saver in policy creation. Pre-defined rules govern the content, ensuring both consistency and accuracy. The writer can also focus solely on the content instead of the formatting, which is done during publishing.

Reasons you should use Paligo

  • Time-saving

    Time-saving structured authoring and content reuse

  • Management

    Easily manage different versions with taxonomies

  • Policies & Procedures

    Create policies and procedures with a single source of truth

  • Comprehensiveness

    Comprehensive audit trail for tracking changes

  • Multiple formats

    Effortlessly publish policy content in multiple formats

  • XML-structure

    XML-based structured authoring ensures accurate, consistent content

Paligo Taxonomies list next to the document tree

Easily manage different versions with taxonomies

Well-defined taxonomies both describe and tag content. And by having content in clear categories, it's easier to find information about your policies and portfolios. You can also filter your content to include or exclude a piece of policy documentation. Simply set variables and conditions to replace or remove content that does not apply. Furthermore, when you change content in a topic, that content updates for all instances it appears in Paligo. So you save a great deal of time and effort.

Insurance Policy topic in Paligo with a reviewer's highlight and the Insert as reuse menu, above a laptop

Create policies and procedures with a single source of truth

The Paligo CCMS provides a central repository for policy information, making it easy for authors to find and reuse content. Because the platform is cloud-based, multiple authors can work on a policy at the same time. This is particularly useful when working with different markets where writers need to work between regulatory issues and requirements. By using the single-source approach, writers have smoother collaboration and more effective policy writing.

“What used to take the better part of a week for 3 versions of our documents, we are now creating 12 versions in under an hour.”

Sharon BurtonTechnical Communication and Design Specialist
Person typing on a laptop, with the change history of a policy in Paligo

Comprehensive audit trail for tracking changes

You can view the history of a topic, including who made what changes and when. This is helpful if you're looking for a specific version of a policy or claim, or if you want to make sure your latest changes are the most up-to-date. An audit trail provides a valuable layer of protection for insurance companies and their customers.

Woman at a laptop, with Paligo's Publish document button, a publishing progress bar and output formats

Publish policy content in multiple formats

The Paligo CCMS not only helps you manage your policy content, but it also makes it easier for you to publish it in different formats. It's easy to repurpose your content for different channels. For example, you can create a PDF version of your policy for email or an HTML5 web-friendly version for online.

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