Insurance

Digital customer communications for insurance providers

Bringing document, communication and eSignature workflows together across the policy lifecycle.

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Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Custom workflows for banks and building societies
We configure digital workflows around your existing processes. This includes customer onboarding, servicing, regulatory communications and more. Offering two-way integrations, workflows can trigger actions from your software to Legado, or Legado to yours, without manual effort.
Customer journeyWorkflow · 4 steps1Request documentsSent to the customer securelyWaitingComplete2Customer uploadsCompleted in the branded portalWaitingComplete3Sign agreementeSignature, no printingWaitingComplete4Update your recordsPushed to your system by APIWaitingCompleteYour systemLegadoTwo-way sync
Custom workflows around your existing systems
We can configure digital workflows around your existing processes. This includes insurance claims, policy renewals, servicing and more.

A two-way integration with your systems means a workflow can move from yours to Legado, or Legado to yours, without manual effort.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vault · Amira PatelDocument requestsPDFProof of identity.pdfUploaded by customer · 09:12PDFBank statement.pdfRequested · due 24 OctUploading…PDFSigned mandate.pdfShared by adviser · 11:40Uploaded by customer · just nowReceivedSharedRequestedReceived12,480Documents exchanged this month98%Requests completed on time
Simplify claims document collection
Request, receive and track supporting documents, with automated reminders for outstanding information.

Policyholders can upload evidence and forms securely, while automated reminders and exception tracking help teams identify anything still outstanding.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vaultAmira Patel · 12 documentsAPSearch documents…AllStatementsPoliciesLettersAllStatementsAnnual statement 2026Statement · 04 OctLetter of engagementLetter · 22 SepPension valuationValuation · 15 SepService agreementAgreement · 02 SepNew
Policyholder self-service portal
Give policyholders a secure, branded portal to view their policy documents, sign what's needed and send claims information back to you.

Every page can be white-labelled with your brand, so customers stay within a consistent experience from login through to completion.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Support communications at scale
Automate renewal and servicing processes with bulk document sends, scheduled communications, reminders and eSignatures.

Track which customers have received, opened and actioned each renewal, so overdue or unresponsive cases are easy to follow up.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
DeploymentWorks alongside your existing systems</>API integrationBuild into your systemsEmbeddedInside your portalStandaloneYour branded siteSingle sign-onOne login across your digital servicesSigning inSSO connected3 optionsAPI, embedded or standalone1 loginAcross all your services
Deployment alongside existing systems
Integrate Legado through APIs, embed it into your existing customer portal or deploy it as a standalone solution.

Maintain a consistent customer experience with SSO, allowing your customers to move seamlessly between your digital services.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
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In the words of our customers
Flexible deployment to suit your business
Replace or consolidate legacy portals, integrate with your existing technology stack, or deploy Legado as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, white-labelled solution for secure document storage and sharing, with automated flows triggered by actions on your own platform.
Embedded experience
Embed Legado into your existing customer portal or digital journey, with your branding and SSO so customers stay within your brand and don’t need to sign in again.
API integration
Bring documents from across your technical solution into our one centralised vault via API, giving customers one place to access the documents they need.
Contact us to learn more

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Built for trust, backed by compliance
ISO/IEC 27001:2022 certified
UK eIDAS AES capability
Encryption in transit and at rest
Microsoft Azure infrastructure
Supports UK GDPR compliance
UK-hosted
Your insurance questions answered
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What features are in insurance claims software?

Insurance claims software typically includes:

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Can Legado integrate with existing insurance systems?

Yes. Legado can integrate through APIs, embed within an existing customer portal or operate as a standalone solution.

This allows insurers to digitise communications, document exchange and signing without replacing their core policy or claims platforms.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What is insurance policy management software?

Insurance policy management software manages policies throughout their lifecycle, including policy creation, updates, renewals, cancellations, documents and customer communications.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What should an insurance policy management system include?

It should include policy administration, document management, renewals, customer communications, workflow automation and integration with other insurance systems.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Explore what’s possible with Legado
See how Legado helps insurance providers orchestrate secure, evidence-led customer journeys
Book a discovery call