PDF workflow for insurance advisers
1 min read·25 July 2026
Insurance advisers draw up policies, process claims and send quotes. PDFrust helps merge multiple policy documents, bundle claims dossiers and watermark quotes.
Merge insurance dossier per client
Policy, application form, acceptance declaration and coverage overview are merged per client into one dossier in the CRM or archive.
Bundle claims dossier
Claim form, photos of the damage, expert report and correspondence with the insurer are bundled as the claims dossier.
Merge PDF
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Watermark quote
Draft quotes are watermarked with "DRAFT – Valid until [date]" so the client knows the premium is not yet final.
Compress policy packages
Extensive policy bundles with general terms, endorsement sheets and annexes are compressed for email or client portal.
Archive renewal dossier
Annual renewal letters, premium overviews and coverage revisions are bundled per year per client.
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