Abstract: A software based process which includes marketing and additional documents created dynamically from templates specific to the audience reviewing and approving the policy package for further distribution, and in one non-limiting example eventually reaching the insured. In non-limiting examples, a typical distribution chain could include (1) an Insurance Provider (Carrier) to Wholesale Brokerage Agency or Broker to an Agent or Retail Agency to an Insured; (2) Insurance Provider (Carrier) to an Insured; or (3) Insurance Provider (Carrier) to a Direct Marketer to an Insured or any combination of the above.

Abstract: A software based process which includes marketing and additional documents created dynamically from templates specific to the audience reviewing and approving the policy package for further distribution, and in one non-limiting example eventually reaching the insured. In non-limiting examples, a typical distribution chain could include (1) an Insurance Provider (Carrier) to Wholesale Brokerage Agency or Broker to an Agent or Retail Agency to an Insured; (2) Insurance Provider (Carrier) to an Insured; or (3) Insurance Provider (Carrier) to a Direct Marketer to an Insured or any combination of the above.