Manage & process
every document, for insurance

Two systems in one. A Document Management System (DMS) to organize, secure and retrieve, and a Document Production System (DPS) to extract, compose and sign. Purpose-built for the way insurance works with documents, across every line of business.

PralineCloud · Document Management

Document Categories

Policies
Billing
Claims
Prior Authorization

Auth #PA-2026-04871 · M. Rivera

MRI Lumbar Spine · CPT 72148

Approved
Authorization Request1 doc
Clinical Documentation2 doc
Determination3 doc
Appeals & Grievances-
Correspondence5 doc

DMS

Document Management System

Organize every document into structured folders: Policies, Billing, Claims and Prior Authorization, with tags, relationships, secure access and instant retrieval.

DPS

Document Production System

Turn documents into action with AI extraction, dynamic template composition and multi-party e-signature that move work from intake to signed in minutes.

DMS + DPS in one

Everything your documents need

From intake to signature, manage and process the full document lifecycle with intelligence built in, for every line of insurance.

Document Management

Hierarchical folders for Policies, Billing, Claims and Prior Auth with tags, relationships and instant retrieval.

AI Extraction

Classify documents and pull structured fields automatically: policy numbers, claim data, clinical codes and more.

Prior Authorization

Case-centric organization following industry standards: request, clinical docs, determination and appeals in one place.

Template Automation

Design dynamic, rules-driven templates that compose personalized documents at scale, with no manual assembly.

E-Signature

Multi-party signing with full audit trails, sequencing and compliance, from draft to legally binding in minutes.

Semantic Search

Find any document by meaning, not just keywords, using embeddings-powered search across your entire repository.

Insurance documents

Policies, billing and claims, organized end to end

Every insurance document type gets its own structured home, with the sub-categories your teams already work in.

P

Policies

Policy documents and endorsements, tracked through their full term.

Active Policies
Expired Policies
Pending Review
B

Billing

Invoices, statements and payment records with balances at a glance.

Invoices
Payment Records
Overdue
C

Claims

First notice through settlement, with status on every claim file.

Open Claims
Closed Claims
Pending Review
Prior Authorization

Prior auth, organized the way the industry works

Every authorization is a case. PralineCloud files each request as its own folder and groups documents by the standard artifact types utilization-management teams rely on, so audits, appeals and reviews are a single lookup.

  • Case-centric filing. One folder per auth number, member and service.
  • Standard categories. Request, clinical docs, determination, appeals, correspondence.
  • Outcome as metadata. Approved, denied or partial, captured and never mis-filed.

Prior Authorization

Auth #PA-2026-04871

Maria Rivera · MRI Lumbar Spine

Authorization Request
Clinical Documentation
Determination
Appeals & Grievances
Correspondence
Other
Design Studio

Design once, generate forever

A visual, drag-and-drop designer for every document. Drop in blocks, bind merge fields to your data, and add conditional rules — what you design is exactly what gets generated.

  • Drag-and-drop blocks. Headers, tables, signature fields and clauses — no code.
  • Live merge fields. Bind any data point and preview it inline as you build.
  • Conditional rules. Show, hide or swap sections based on each record.
Template Designer
Text
Table
Field
Sign
Logic
{{ policyholder_name }}
Signature block
{{ premium_amount }}
{{ effective_date }}

Ready to modernize your documents?

Join the insurance teams running their entire document lifecycle on PralineCloud.