Transform Insurance Communications with Doxee Platform®

Doxee Platform® turns regulated data into compliant, personalised insurance communications: policies, claims correspondence, onboarding and regulatory notices. One EU-sovereign platform unifies CCM, CXM, Interactive Experience (IXM) and native Digital Trust Services, with governed, human-in-the-loop AI, qualified e-signature and a full audit trail.

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Discover Insurance Solutions

Govern and modernise your insurance customer communications on one EU-sovereign platform, from Design and Delivery to Engagement, Insights and Digital Trust.

Power Insurance Communications from a Single Platform

Unify Design, Automation, Delivery and Insights across every workflow (policies, claims, onboarding and regulatory notices), managed from one place.

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Turn Policies, Claims and Onboarding into Interactive Experiences

Deliver personalised onboarding, interactive policy documents, renewal journeys and video-guided claims updates at scale, with patented interactive video and microsites, a combination no other evaluated CCM vendor offers.

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Strengthen Digital Trust and Regulatory Compliance

Native Digital Trust (eIDAS-ready Electronic Archiving, Electronic Signature, Electronic Invoicing and Electronic Registered Delivery) supports legal validity, qualified signatures, EU data residency and an audit trail where every communication is traceable, certifiable and reconstructible at inspection.

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Doxee Platform® for Insurance

Deepen policyholder relationships, speed up claims and improve retention on one EU-sovereign platform.

Data Designer

Data transformation, control and pre-production governance.

Template Designer

Centralised, collaborative template management.

Customer Journey Orchestration

Customer Data Platform. Segment. Trigger. Personalise.

Interactive Documents, Forms & Microsites

Guided Data Capture in Personalised Experiences.

Interactive Videos

Engage. Personalise. Convert.

Process, Channel & Customer Insights

One View Across Operations, Delivery, and Engagement.

Most Recent Recognitions

For more than a decade, leading industry analysts have recognised Doxee’s technological excellence and forward-looking vision in Customer Communications Management (CCM) and Customer Experience Management (CXM). The latest reports confirm the strength of the Doxee Platform’s cloud-native, AI-powered, integration-first approach and highlight Doxee as a trusted partner for enterprise digital engagement.

Featured Resources

AXA - Renewal Journeys that Convert

AXA used the Doxee Platform to deliver a personal renewal experience to every customer—policy details, coverage options, tailored offers, and a straight-through action to renew. Clear guidance, timed reminders, and compliant, data-driven personalisation convert hesitation into loyalty at scale.

Case Studies

Premium Content

FAQ

Why choose Doxee for insurance communications?

Doxee unifies policies, claims correspondence, onboarding and regulatory notices on a single CCM/CXM platform — omnichannel, personalised and governed from one point of change. Built for the scale, compliance and customer-experience demands of insurers.

Doxee is aligned to DORA, eIDAS, the AI Act and GDPR with EU-resident infrastructure and native trust services, and supports IDD obligations (demands-and-needs, the IPID and product oversight & governance) and the PRIIPs KID for insurance-based investment products. Every policy and claims communication stays accessible, auditable and reconstructible at inspection.

Entirely within the EU, in Doxee’s own EU data centres, with end-to-end European jurisdiction — including the sub-processor chain. Sensitive policyholder and claims data never leaves European jurisdiction.

Interactive onboarding, KYC and claims journeys guide policyholders through sign-up, identity, documentation and updates in one governed flow — reducing drop-off and time-to-resolution.

Governed, production-grade AI delivers engagement scoring, retention and churn prediction — turning routine policy and claims documents into proactive touchpoints, always under human-in-the-loop control, aligned to the EU AI Act and EIOPA’s AI governance expectations. Centralised template management, a full audit trail and configurable human oversight keep GenAI inside the IT perimeter, preventing shadow adoption.

Yes. Doxee runs production-scale policy, renewal and disclosure programmes — millions of documents — with personalised content, dynamic logic and consistent governance across every channel.

Doxee produces PDF/UA-compliant documents, supports qualified electronic signature, and includes compliant electronic archiving with qualified retention (SERC/SERCQ) out of the box.

API-first and SaaS-native, Doxee integrates with policy administration, CRM and CDP systems, and is available OEM — fast to deploy, easy to embed.

Doxee is an EU-sovereign platform with fully owned IP: data processed in Europe, native Digital Trust (eIDAS, Electronic Signature, qualified Archiving), and patented interactive video and microsites no other evaluated CCM vendor offers. Open standards, any-prem deployment and full portability keep the layer reversible and free of vendor lock-in.

Yes. Doxee uses open standards and open formats and runs any-prem with no hyperscaler lock-in, keeping templates, metadata and processes portable. Reversibility, portability and audit rights can be defined pre-contract — supporting DORA Art. 30 ICT third-party exit requirements for insurers, in line with the EU Data Act.

“Doxee is redefining what modern CCM should look like—bridging data-driven personalization, AI-assisted content creation, and interactive experiences into a seamless platform.The innovations like Pvideo® and Endpoint Customer Journey Management, it empowers organizations not just to communicate, but to connect meaningfully across every channel. Its robust process automation and integration-first approach make it one of the most forward-thinking platforms in the CCM space today.”

Saurabh Raj | Senior Analyst at QKS Group