Insurance

Every Channel. One System.

Insurance happens everywhere—online, at the kitchen table with an agent, in the field after an accident. Claims come by app, by mail, by fax. Your systems need to handle all of it without breaking.

Single-source publishing. Field and office unified. Claims processing accelerated.


The Challenge

Insurance documentation spans channels and contexts:

Field agents work offline. Rural areas. Disaster sites. Customer homes. Connectivity isn’t guaranteed.

Paper persists. Signed applications. Mailed claims. Faxed documents. It’s not going away.

Speed matters. Claims delayed are customers frustrated. Applications stuck are sales lost.

Accuracy is everything. Wrong policy details. Missed conditions. Incorrect payouts. Errors are expensive.

Systems are siloed. Policy admin. Claims. Underwriting. Customer service. Each has its own view.


How Publish Helps

Field-Ready Forms

Agents work where customers are:

  • Forms work offline on tablets
  • Paper backup always available
  • Sync when connectivity returns
  • Same data destination either way

Sell and service anywhere.


Claims from Any Channel

Customers report losses their way:

  • Mobile app with photo capture
  • Online forms with document upload
  • Paper claims mailed in
  • Phone claims captured by staff

All flow to the same claims queue.


OCR for Paper

Paper claims don’t mean manual processing:

  • Scanned documents recognized
  • Data extracted accurately
  • Validation applied automatically
  • Straight to adjudication queue

First notice of loss in minutes, not days.


Policy System Integration

Connect to your core systems:

  • Read policy data to populate forms
  • Write claims data to processing systems
  • Support existing workflows
  • No platform replacement required

Document Generation

Produce what customers and regulators need:

  • Policy documents from underwriting data
  • Declarations pages on demand
  • Claims correspondence automated
  • Compliance documentation complete

Use Cases

Applications

New business. Renewals. Endorsements.

  • Field agents capture complete applications
  • Online direct-to-consumer flow
  • Paper applications from partners processed
  • Underwriting data validated at entry

Claims

First notice. Supplemental information. Documentation.

  • Multi-channel intake unified
  • Photo and document attachment
  • Status tracking for customers
  • Adjuster assignment automated

Policy Service

Address changes. Coverage modifications. Beneficiary updates.

  • Self-service online
  • Agent-assisted in person
  • Paper requests processed
  • All update the policy record

Inspections

Property surveys. Loss assessments. Renewal inspections.

  • Mobile-ready inspection forms
  • Photo capture integrated
  • Offline capability for field work
  • Data syncs to underwriting/claims

Compliance

State filings. Rate documentation. Producer records.

  • Required forms maintained
  • Version control for regulations
  • Audit trail complete
  • Distribution tracked

What You Get

For Customers

  • File claims any way they prefer
  • Faster processing, less waiting
  • Clear communications
  • Status visibility

For Agents

  • Sell and service anywhere
  • Forms work offline
  • Less paperwork back at the office
  • More time with customers

For Operations

  • Single queue for all channels
  • Paper processed automatically
  • Fewer errors to correct
  • Measurable throughput gains

For IT

  • Connects to policy admin
  • Standard integration patterns
  • Self-hosted option
  • Maintainable long-term

The Numbers

Before Publish:

  • 3-5 days to process paper claims
  • Multiple data entry points
  • Field agents tied to office for paperwork
  • Channel-specific backlogs

After Publish:

  • Paper claims processed same-day
  • Single point of capture
  • Field work truly mobile
  • All channels flow together

Complete the Loop with Spatial

Some insurance work is inherently spatial:

  • Property inspection — Buildings documented in 3D
  • Risk assessment — Facilities evaluated visually
  • Claims investigation — Accident reconstruction
  • Asset management — Insured property portfolios

When your needs extend to 3D, Spatial is ready.

Explore Spatial →


Get Started

Insurance that works in the field, online, and on paper. Every channel, one system.

Contact Us →