Process Policy and Claims Documents Faster

PDF, eSignature, AI, and automation software for policy servicing, claims review, and insurance document operations.

Prepare policy documents, collect signatures, review complex claim files, protect sensitive information, and automate high-volume records processing with Foxit.

Insurance professionals reviewing a claim file on a tablet and laptop

Trusted by Insurance Teams

Travelers
Canada Life
Unum
AmTrust
GEICO
Prepare and review insurance policy documents

Prepare Policy Documents and Collect Signatures Faster

Applications, renewals, endorsements, disclosures, coverage forms, and related policy documents often need edits, review, and signatures before they can move forward. Foxit PDF Editor+ and Foxit eSign Business help teams prepare documents, collect signatures, and keep the process moving.

  • Edit and combine policy documents without rebuilding the source file.
  • Use OCR to make scanned forms and supporting documents searchable.
  • Send documents for signature and track status, reminders, and completion.
Review documents supporting an insurance claim

Bring the Full Claim File Together for Faster Review

A single claim can involve policy documents, forms, photos, estimates, correspondence, invoices, adjuster notes, and other supporting records. Foxit Workspace helps reviewers work across those sources together instead of opening and analyzing each file in isolation.

  • Ask questions across multiple claim documents and supporting files.
  • Summarize key information and identify relevant details across the claim file.
  • Create useful review outputs from a larger collection of claim materials.
Prepare insurance records for storage and archiving

Make Policy and Claims Archives Searchable Without Growing Storage

Policy records, claim files, scanned forms, historical documents, and other insurance records can accumulate quickly. Foxit Enterprise Automation helps insurers OCR, convert, compress, standardize, redact, and route documents automatically for long-term storage and downstream systems. Foxit PDF Compressor supports OCR, compression, and PDF/A archival output, Foxit Maestro Server OCR handles high-volume conversion of scanned and image-based documents, and Foxit Rendition Server supports multi-step conversion and routing across enterprise systems.

  • Turn scanned records into searchable PDFs with automated OCR.
  • Reduce file sizes while standardizing documents for long-term archival workflows.
  • Use server-side processing to convert, redact, and route documents at scale.

Which Solution is Right for You?

Choose the tools that match your policy, claims, and records workflows.

Foxit PDF Editor+

Prepare, edit, OCR, combine, compare, redact, and secure the everyday PDFs used across policy, claims, underwriting, operations, and administration. Best for applications, policy documents, claim files, forms, scanned records, document review, and sensitive-information handling.

Explore PDF Editor+

Foxit eSign Business

Send insurance documents for signature, track their status, automate reminders, and maintain a clear record of the signing process. Best for applications, authorizations, acknowledgments, releases, disclosures, and other signature-dependent workflows.

Explore eSign Business

Foxit Workspace

Work across multiple claim documents and supporting sources to summarize information, compare details, and organize complex claim-file reviews. Best for claims with multiple PDFs, images, correspondence, estimates, invoices, notes, and other supporting records.

Explore Workspace

Foxit Enterprise Automation

Automate high-volume OCR, conversion, compression, PDF/A archiving, redaction, and document routing across insurance operations. Best for policy archives, claim records, scanned forms, historical files, records processing, and enterprise document pipelines.

Explore Enterprise Automation

Building document workflows into a policyholder portal, claims application, or internal insurance system? Foxit Developer SDKs & APIs can embed PDF viewing, forms, document generation, conversion, signing, and other document capabilities into the systems customers and employees already use. Explore Developer Solutions.

Support the Work Around Every Policy and Claim

Catch changes early, control what you share, and connect document processing to your systems.

Catch Changes Before Policy Documents Go Out

Use document comparison and review tools to identify revisions before policy documents, forms, or other customer-facing files are finalized or distributed.

Remove Sensitive Information Before You Share

Use redaction tools to permanently remove personal, financial, medical, or other sensitive information before documents leave the organization. For large-scale redaction workflows, Foxit Smart Redact Server can support automated processing across high volumes of documents.

Keep Signature History Attached to the Workflow

Maintain signing status, completion records, reminders, and audit history around documents that require customer or third-party signatures.

Connect Document Processing to Your Existing Systems

Use Foxit Developer SDKs, APIs, and server technology to support PDF viewing, forms, conversion, generation, signing, and document processing inside policyholder portals, claims systems, and other insurance applications.

Protect Sensitive Insurance Documents Throughout the Workflow

Insurance documents can contain personal, financial, medical, policy, and claims information that requires careful handling. Foxit provides document protection, permissions, redaction, audit capabilities, and deployment options across its product portfolio. Review current security, privacy, and compliance documentation in the Foxit Trust Center.

Visit the Foxit Trust Center

Foxit Smart Redact can help individual users remove sensitive information from documents, while Smart Redact Server can support high-volume redaction workflows.

Find the Right Tools for Your Insurance Document Workflow

Whether your challenge is policy preparation, claim-file review, customer signatures, document archiving, or high-volume processing, Foxit can help you match the right technology to the workflow.

What Insurance Customers Say

Foxit PDF Editor does exactly what it says on the tin. It’s reliable, cost-effective, and easy to deploy.

Neil Freeman

IT Support Lead, Protector Forsikring ASA

Converting to Foxit PDF Editor for all our PDF needs has been one of the best moves that I think we’ve made.

Dave Buttram

Director of Business Solutions, IMA Financial Group

After we looked at various solutions it became clear that Foxit’s PDF Editor was the far superior solution when it came to price and functionality.

Ben White

IT Division Manager, Mother Lode Holding Company

Frequently Asked Questions

Foxit PDF Editor+ helps insurance teams edit, combine, OCR, organize, review, redact, and secure policy documents and forms. Foxit eSign Business can then send those documents for signature and track their status through completion.
Foxit Workspace can bring multiple claim documents and supporting sources into one project so reviewers can ask questions across the file, summarize information, compare details, and create useful review outputs. Workspace supports the reviewer; it should not be positioned as making coverage or claim decisions.
Foxit PDF Editor+ can apply OCR to individual scanned documents. For high-volume processing, Foxit Enterprise Automation can use server-side OCR to convert large batches of scanned or image-based records into searchable PDFs.
Foxit PDF Compressor, part of the Enterprise Automation portfolio, can compress scanned and born-digital documents while supporting OCR and standardized archival workflows such as PDF/A.
Yes. Foxit Enterprise Automation can support server-side conversion, OCR, compression, redaction, and routing, including Foxit Rendition Server for multi-step processing. Foxit Developer SDKs & APIs can also embed document capabilities into policyholder portals, claims applications, and internal insurance systems.
Foxit PDF Editor+ includes redaction tools for individual documents. Foxit Smart Redact Server can support automated redaction across larger document sets when organizations need to process sensitive information at scale.

Put Foxit to Work on Your Policy and Claims Documents

Talk with Foxit about the right mix of PDF editing, eSignatures, AI-assisted claim-file review, document management, enterprise automation, and developer technology for your insurance workflows.

Explore PDF Editor+