DocuTweak keeps all your outgoing documents under control in one place: from queue and four-eyes check to delivery. Built for insurers and financial firms that can't afford a slip.
At the heart of DocuTweak is an advanced queue system that supports multiple critical functions
Built-in audit means every document needs a second sign-off before it leaves the building. Quality and compliance, both covered.
Easily add attachments, modify delivery methods or change email addresses without affecting the original document.
A clear picture of every relationship and link, so you can see a document's history and status at a glance.
Manage offices, users, agents and clauses from one place, no patching things together
Central management of all office locations and settings
Efficient organization of agents and their authorizations
Clear management of different companies
Detailed user rights and roles
Central management of standard texts and templates
Specialized tools for generating accurate policy documents
Management and testing of different clauses
DocuTweak is continuously expanded with new functionalities
Detailed audit reports that give you full traceability and compliance across every document flow.
Optional Multi-Factor Authentication for additional security of sensitive document processes.
Advanced management of standard letters and templates with improved search and filter functions.
Powerful PDF viewer with annotation capabilities and direct editing functions.
Flexible approval workflows where multiple documents can be approved in combination.
Scalable portal for clients and advisors - fully transparent even for relationships with 5,000+ policies.
Specialized portal for automotive-related documentation and processes, integrated with ANVA.
Archive documents straight to ANVA so everything stays connected to the systems you already run.
Automated postal delivery via Postex, fully integrated with ANVA workflows.
Powerful module for professional management of outstanding items and payment processes.
DocuTweak brings queue management, admin tools and modular portals into one environment. That makes it a particularly strong fit for:
We built DocuTweak ourselves, precisely because we knew what tends to go wrong in practice. Which means we also know how to make it work for you.
Book a personal demo and see what DocuTweak does for your document processes.