Can I use my own document templates?

Yes. Templates are managed by the brokerage with your own wording and layout, held in one place, so a change is made once.

Where does the information in a generated document come from?

From the client record, so the document reflects what is on file. The copy sent to the client and the copy retained by the brokerage stay in agreement.

Is there a record of what was generated?

Yes. Generation is recorded against the client file with the template used and the date, so the brokerage can show what went out and when.

Show the facts behind a decision

Live

Document Templates

Templates your firm controls, filled from the client record and produced as a PDF, so the document sent to the client matches the file you keep.

Request a demo See all features

DOCUMENT · GENERATEDPDF

TEMPLATE: Renewal invitation · commercial
CLIENT: A. Doyle · filled from record
OUTPUT: PDF produced 19 Jul 2026
LOGGED: Recorded against client file; ON FILE

Example data, fictional.

How it works

Documents Workflow

Firm-owned templates

Your wording, layout and letterhead are managed in one place. When the wording changes, it changes once.

Filled from the record

Client details, policy details and dates come from the record, so the document that goes out matches the version on file.

PDF output, logged

The output is a PDF, and its creation is recorded against the client: what went out, when, and from which template.

Works with

Related Features

DocumentsThis page

Firm-controlled document templates filled from the client record and produced as PDFs, logged against the file.

RenewalsLive

Statutory renewal and notice deadlines worked out as dates, counted backwards, and drafted early for a broker to approve.

FormsLive

A form builder for any product line. PDF and Word proposal forms become live forms, hosted white-label with branded auto-replies.

Case FilesLive

Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.

Questions

Documents FAQ

Can I use my own document templates?: Yes. Templates are managed by the brokerage with your own wording and layout, held in one place, so a change is made once.
Where does the information in a generated document come from?: From the client record, so the document reflects what is on file. The copy sent to the client and the copy retained by the brokerage stay in agreement.
Is there a record of what was generated?: Yes. Generation is recorded against the client file with the template used and the date, so the brokerage can show what went out and when.

See it working

Request a Demo

Bring a sample enquiry to a 30-minute demo. We’ll show the client file, the draft and the broker handoff, using your own data if you prefer.

Review security

Or email support@aibroker.ie.