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Insurance

Catholic United Financial is harnessing the power of HotDocs document automation technology to efficiently provide life insurance, retirement and savings plans to more than 72,000 of its client members.

"HotDocs provided us with an improved policy issuance system, which eliminated past backlog and provided accurate and timely policies, thus improving customer service. The library also ensured the integrity of our policy documents was protected."

A leading national auto, property, and casualty insurer has more than 50,000 employees and a network of law offices located in almost every jurisdiction in the United States.

A Fortune 500 insurance company that offers life insurance, annuities, mutual funds, and other financial services has been using HotDocs for over 10 years in the life insurance underwriting process.

With more than 1,000,000 users in 7,000 companies across 50 different countries,
you’ll be in great company when you deploy HotDocs.

  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
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  • Caltrans uses HotDocs document assembly software