Solutions for Finance/Insurance

In the age of online banking and financial services, keeping up with the latest technology, while maintaining consistency, security, and reliability for customers, is necessary to stay competitive. From on-demand 401k reports to standards-compliant electronic statements, activePDF can help you easily integrate PDF solutions into your existing software, freeing you to focus on maintaining and growing your customer base.

Insurance agents need to respond to clients with quality information and services instantly to remain competitive in today's market.  From dynamically generating policy quotes to streamlining claims processing,  with activePDF products you can develop flexible and regulation-compliant PDF solutions that allow your agents to provide best-in-class customer service.

Why Finance/Insurance chooses activePDF

•    Server-based PDF viewer/editor
•    Full print to PDF functionality
•    Dynamic PDF document manipulation
•    Cross platform compatibility
•    Reduce software management costs
•    Easy IT integration with existing infrastructure


Read what our Finance/Insurance clients say....

Pacific Life Insurance
Nationwide Insurance  
National Health Service
Tax Sheltered Compensation, Inc.

Functionality

DocConverter  

 Meridian  

Portal

Server

Toolkit

WebGrabber 

Convert documents to and from PDF

         

Print to PDF from virtually
any source

  

 

   

'Print to PDF' from Windows client

  

       

Convert HTML to PDF

          

Manipulate existing PDF files

        

 

Form fill PDFs programmatically

        

 

Merge existing PDFs

        

 

Form fill PDFs interactively

    

     

View/Edit PDFs within browser
(no 3rd party viewer required)

    

     


Input Types

Microsoft Office formats
(Word, Excel, PowerPoint)

         

300 file types to PDF

         

40+ image formats

   

 

PDF

 

 

 

Output from any application's
"Print" command

  

 

   

PostScript, XPS and PCL

      

   

XML (form and annotation data)

        

 

HTML

          


Output Types

PDF

PDF/A

 

   

PDF/X

  

 

   

Word, Excel, PowerPoint

         

RTF

         

HTML

         

Image formats

         

Text

         

XML (form and
annotation data)

        

 


Implementation

Drag and drop file conversion
via watched network folders

         

.NET API

 

COM API

 

Centralized management
of PDF output

 

 

ASP.NET Web Control

    

     

Customizable user interface

    

     


PDF Output Options

Set PDF version

 

Support for 40 and 128-bit
encryption

Support for AES Encryption

        

 

Digitally sign PDFs

        

 

Stamp text / images

   

Intelligent PDF support

       

Create/convert hyperlinks

     

Support for PDF comments
and other annotations

    

 

 

Create/convert bookmarks

 

 

Set PDF metadata