Compliant Communications for Insurance Providers

Simplify regulatory requirements while delivering policyholder communications that drive retention and trust.

AIIM provides industry-leading client communications solutions tailored for Canada’s top insurance carriers, broker networks, Third Party Administrator (TPA), and group benefits administrators.

Whether you focus on home and auto policies, group benefits, or commercial lines, our secure, automated platform ensures every communication is delivered with precision, agility, and compliance across print, email, SMS, and portals.

Our platform is built for scale, security, and speed, backed by SOC 2 Type II compliance and ISO 9001 certification. AIIM delivers a cohesive, automated experience for our insurance clients across Canada and the U.S.

Challenges We Solve

Insurance organizations face complex and fast-changing communication demands:

Meeting strict compliance standards from regulators
Managing policyholder communications across multiple channels and formats
Automating high-volume transactional and claims-related documents
Protecting confidential customer data with secure delivery and archiving
Supporting broker and agent networks with brand-consistent assets
Balancing cost control with rapid, responsive communication delivery

Our Insurance Solutions

Policyholder & Client Communications

Automate and streamline the full policyholder journey with consistent, compliant touchpoints: 

Automate policy packages, renewals, and benefits onboarding
Standardize billing, cancellation notices, and payment reminders
Issue claims acknowledgments, tax forms, and compliance notices

Claims & Regulatory Communications

Ensure timely, compliant delivery of sensitive claims content and regulatory disclosures: 

Generate CRA-compliant T4A, T5, and NR4 tax slips
Trigger documents from claims systems with mail tracking
Archive securely with audit-ready formats and amendment support
Secured cheque printing

Omnichannel Delivery & Print Infrastructure

AIIM supports digital-first expectations while maintaining print excellence:

Send secure HTML emails, SMS alerts, and document links
Provide branded portals with dynamic access and tracking
Produce print-ready output via high-speed, MICR-enabled presses

Broker and Field Team Enablement

Empower brokers and distributed teams with digital storefronts: 

Launch custom storefronts with templated, brand-approved assets
Set access levels to control usage and maintain compliance
Enable real-time ordering and version control at the local level

Compliant Marketing & Event-Based Communications

Support your acquisition and retention strategies with confidence: 

Personalize direct mail, email, and outreach materials
Produce large-format signage and broker event kits
Maintain consistency across all acquisition efforts

End-to-End Composition & Data Services

Let us handle everything from raw data to final delivery: 

Automate formatting using rules-based templates
Integrate with CRMs and policy platforms in real time
Ensure every document is audit-ready and personalized

Why Insurance Providers Choose AIIM

Connected Automation 

Integrates directly with CRMs and policy administration systems to trigger real-time document generation and multichannel delivery.

Print-on-Demand Flexibility 

Enables fast, tailored output for policy kits, compliance notices, and welcome packages without warehousing.

Digital Storefronts

Empowers brokers and field teams with self-serve portals for brand-compliant communications.

End-to-End Composition

Transforms raw data into accurate, personalized, and fully formatted documents ready for delivery.

Total Control 

Centralized workflows and real-time dashboards give your team oversight, version control, and audit readiness.

Speed with Agility 

Agile onboarding and responsive support help you adapt quickly to operational or regulatory shifts.

Integrity First 

High-integrity processes and equipment for mailing that reduce the risk of privacy breach issues.

Compliance Confidence

Full compliance with PIPEDA and industry security standards. SOC 2 Type II, and ISO 9001 certified. Built for highly regulated insurance environments.

Ready to elevate your insurance communications?

Connect with us to simplify your workflow—securely, intelligently, and at scale.