Designed for Digital & Marketing Operations
Publish IPIDs, Policy Summaries, and customer documents everywhere they need to go, accessibility built in, not bolted on after launch.
What keeps digital teams up at night
One update should not mean five logins
A product change lands. Now someone has to update the website, the broker portal, the partner feed, and the email journey. It is easy to miss a channel, and customers end up reading different versions depending on where they look.
Ultradoc pushes approved documents to multiple channels from a single approval. API-driven publishing to websites, broker tools, and partner systems. A record of where each version landed, so you know what is live and where.
Documents live everywhere except where you need them
Insurance operations run on a patchwork of CRM, policy admin, and marketing tools. Customer documents sit in one or all of those silos. Pinpointing the correct source of truth becomes a daily exercise.
Ultradoc integrates with systems you already use. Customer records reflect the latest approved documents. Campaigns refresh when product copy changes. Less copy-paste. Fewer “can you resend the current IPID?” requests.
Accessibility cannot be a post-launch fix
Regulators and customers expect digital documents to work for people using assistive technology. Retrofitting accessibility onto a finished PDF is painful and easy to get wrong.
Ultradoc outputs documents designed around PDF/UA (ISO 14289-1): sensible heading structure, tagged content, alt text where images appear, adequate contrast, and screen-reader compatibility built in. Accessibility is part of production, not a panic the week before go-live.
Supported Document Types
Approved documents publish across channels regardless of type:
- IPID: consumer product information for websites, portals, and partner feeds
- Target Market Statement: target market and distribution disclosures for digital distribution
- Fair Value Assessment Outcome: assessment outcomes for internal and regulatory audiences
- Policy Summary / Key Facts: policyholder summaries for web and email journeys
See the full document templates overview for details on each type.
Why digital teams choose Ultradoc
- API-driven publishing to multiple channels from a single approval
- CRM and policy admin hooks so documents are not a separate data island
- Accessibility baked in, not bolted on after the fact
- Version visibility across your digital estate
- Less manual sync when products or wording change
See it in action.
Tell us about your role and document challenges. We'll show you how Ultradoc fits your workflow.