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Document types

Each document is fully customizable using a template, with access to all data available in Korint’s entities: policies, customers, assets, invoices, payments and brokerage firms. Furthermore, you decide when a document should be available:
  • Use a Korint business event to trigger the generation of your document - for example generate a contract when the policy is confirmed, or generate a quote document when the policy is quoted.
  • Mark documents as required for signature, and Korint will verify its presence before sending a signature link to the customer.
  • Mark documents as common documents, and they will be available immediately after the policy is created - for example a general terms and conditions document.
  • Customer documents such as a driver’s license will be uploaded manually during a funnel.