Document management + production, in one platform

One platform for every
insurance document.

PralineCloud pairs a Document Management System to organize, secure and retrieve with a Document Production System to extract, compose and sign. Built for the way insurance actually 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

Policies · Billing · Claims · Prior Authorization · every line, one system

01The platform

Two systems, working as one.

Manage documents and produce them in the same place, from intake to signature, with intelligence built into every step.

DMS

Document Management System

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

  • Hierarchical folders
  • Tags & relationships
  • Secure access control
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.

  • AI field extraction
  • Template composition
  • Multi-party e-signature

AI Extraction

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

Semantic Search

Find any document by meaning, not just keywords, with embeddings across your entire repository.

Template Automation

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 binding in minutes.

Prior Authorization

Case-centric organization following industry standards: request, clinical docs, determination, appeals.

Audit & Compliance

Every action captured, who did what and when, so audits, appeals and reviews are a single lookup.

Why teams switch

Leave the filing cabinet behind.

The manual way

  • Documents scattered across shared drives and inboxes
  • Fields keyed in by hand, one form at a time
  • Templates copy-pasted and edited per record
  • Signatures chased over email with no audit trail
  • Search by filename, if you remember it

The PralineCloud way

  • One structured home per document type and case
  • AI extracts every field the moment it lands
  • Rules-driven templates generate at scale
  • Multi-party e-signature with a full audit trail
  • Semantic search across the entire repository
02Insurance 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
03Prior Authorization

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
04Design 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, and 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.