Make and send a policy pack
Make the cover letter, combine the policy pack, and lock it before it reaches the customer.
The problem
- Issuing a policy means stitching the schedule, terms, and a cover letter into one consistent document every time.
- Outgoing policy packs need a clear mark of authenticity and should resist casual editing after issue.
- Manual assembly leads to inconsistent branding and the occasional missing annexure.
The workflow
One licensed pipeline chains these steps end to end. Each step is a tool you can try free on the public site.
- 1
Draft the cover letter
Business Letter Generator →Produce a personalized issuance letter with the policyholder name, policy number, and key dates.
- 2
Assemble the pack
Merge PDF →Combine the cover letter, schedule, and standard terms into a single ordered policy document.
- 3
Mark as issued
Add watermark →Apply an issuer or status watermark so recipients can recognize an authentic, current document.
- 4
Sign the document
Sign PDF →Add the authorized signature to confirm the pack was issued by your office.
- 5
Lock for distribution
Protect PDF →Set permissions to discourage edits before the pack is sent to the policyholder.
Try it free, right now
Every tool in this workflow is free on the public site — no signup, nothing uploaded. Run the steps by hand to see the output, then license the automated pipeline for your team.
Why run it on-premise?
Policy packs contain personal and contract data. Assembling and signing them on-premise means customer details stay within your environment rather than passing through a third-party uploader.
The Business suite ships as a self-hosted bundle that runs inside your own network, so the documents in this workflow never leave the building. See how deployment works.
Each policyholder receives a consistent, signed, branded policy pack assembled the same way every time.
Included in the Business license.