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GhostDraft 360
Everything you need to design, test and deliver personalised customer communications. Enterprise document automation and Customer Communications Management for insurance, financial and legal services.
All-in-One Document Automation & CCM Platform
GhostDraft 360 is an enterprise document automation and customer communications management platform purpose-built for highly regulated industries including insurance, banking, financial services, asset management and legal sectors.
Designed to manage the complete customer communications lifecycle, GhostDraft 360 combines powerful template authoring, intelligent document composition and omnichannel delivery in a single, integrated platform.
Business, IT and compliance teams collaborate to design, test and deliver personalised customer documents at scale. GhostDraft 360 transforms manual document processes into automated workflows that accelerate product launches, reduce IT dependency and ensure regulatory compliance.
Whether you're generating insurance policies, loan agreements, investment reports, trust deeds or customer correspondence, GhostDraft 360 delivers enterprise-grade document generation with the agility and control your organisation needs.
Low-Code Template Design
Business users design documents with conditional logic, dynamic tables and precision formatting — reducing IT bottlenecks for template authoring and content updates.
Intelligent Data Mapping
Map source data once to a central schema, instead of mapping to individual templates, enabling flexibility when systems change.
On-Demand & Batch Generation
Generate on-demand, personalised customer documents and process high-volume batch runs with confidence. Produce documents across PDF, DOCX, HTML and email formats.
Streamline Document Workflows
Create custom workflows to automate document processes from content approvals through to generation, assembly and omnichannel delivery.
Trusted by 120+ Insurers and Banks
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Manage Your Customer Communications Lifecycle with GhostDraft
GhostDraft 360 provides low-code, cloud-native tools for managing the complete document lifecycle — including template authoring, data mapping, approval workflows, testing and omnichannel delivery. Business, IT and compliance teams work collaboratively within a centralised content library, ensuring version control, compliance and brand consistency across all customer communications.
Hub
Hub
Your centralised workspace to manage users, projects, roles, and environments across the entire GhostDraft 360 platform.
Key Features
- Organise and manage users, permissions, and access levels
- Track project progress and activity across modules
- Control and configure multi-environment deployments
- Set up role-based access for internal and external teams
- Gain visibility into workflow status and platform usage
Content Library
Content Library
Securely organise, store, and manage all templates, wording, clauses and supporting assets in a centralised content library with version control.
Key Features
- Store and categorise templates, content and metadata
- Maintain a structured archive of versioned and approved documents
- Enable file-level access controls and permissions
- Track file changes and history across workflows
- Integrate with other modules for seamless document access and linking
Design
Design
An MS Word environment to easily design new or update existing templates, while accessing a central content library for wording and clauses.
Key Features
- Generate, assign, and track new content requests and edits
- Use smart search to find reusable wording, clauses, and approved content
- Build and update templates in Word with automated version control
- Collaborate in real-time with editing, commenting, and redline comparisons
- Ensure compliance with full audit trails and readability checks
Specify
Specify
Quickly capture and manage template requirements with collaborative tools for business analysts and non-technical users.
Key Features
- Import and auto-create template specs from various formats
- Track changes with versioning and annotations
- Initiate projects directly in GhostDraft Studio or Data Workbench
- Link requirements to templates and multimedia content with rules
- Build reusable data dictionaries to streamline template development
Studio
Studio
An intuitive authoring environment where business users create and personalise templates with rules, data, and omnichannel formatting.
Key Features
- Author interactive, batch, and on-demand templates
- Use drag-and-drop design tools with natural language rules
- Add variable data, logic, and repeating data
- Build multilingual and omnichannel templates
- Access and reuse approved content and layouts
Data Workbench
Data Workbench
Map data from core systems into the GhostDraft domain model for consistent, reusable templates and simplified maintenance.
Key Features
- Centralised data mapping protects templates from source system changes
- Support data from XML, JSON, REST, SQL, and more
- Define and transform data using JavaScript
- Maintain templates across multiple core systems
- Adapt easily to system migrations or consolidations
Configuration Manager
Configuration Manager
Control workflows, reporting, and document assembly with a powerful module for automation, customisation, and visibility.
Key Features
- Build custom workflows with 20+ prebuilt steps
- Configure effective dates and jurisdictions
- Log and troubleshoot errors with detailed reports
- Assemble individual documents into packages
- View user activity and usage stats across modules
Review
Review
Collaborative, web-based review and approval tool for stakeholders to test, compare, and comment on documents.
Key Features
- Invite stakeholders to review and approve
- Test with pre-configured scenarios or create new ones
- Compare versions and specs side-by-side
- Log and track issues with assignments
- Approve or reject with comments and visibility
Test
Test
Automate and manage regression, scenario, and batch testing to ensure communications meet your business and technical requirements.
Key Features
- Automate batch and regression testing
- Configure master test documents for comparison
- Receive real-time pass/fail test reports
- Approve or investigate failed test cases
- Test content, workflows, and mappings individually or together
Publish
Publish
Manage and track deployments efficiently across environments with version control, history, and cleanup tools.
Key Features
- Bundle and promote solutions across environments
- Track deployment status and version history
- Bulk move, copy, or disable artifacts
- Automate clean-up with retention policies
- Ensure auditability across release cycles
See GhostDraft 360 in Action
Book a demo to see how GhostDraft 360 can modernise your customer communications.
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GhostDraft Customer Testimonials
The GhostDraft tool is very easy to use. We converted from another vendor due to the ease of use and reduced cost.”
Bruce Battaglia
Director of IT at Harford Mutual Insurance
As a leading short-term insurer, we're always looking for technologies to build stronger customer experiences and to create operational efficiencies. The GhostDraft solution will assist with these goals."
Sam Nkosi
Chief Information Officer at Santam
Design and development of customer letters decreased from 90+ days to 2 days. We now rapidly deploy new complex letters and edits to existing letters without any development.”
Chris Chandler
CIO of Florida Peninsula Insurance
GhostDraft’s technology is designed to empower business users to handle customer communications, enabling IT teams to focus on more pressing matters."
Will Murphy
VP, Global Technology Alliances at Guidewire
In the search to replace our legacy, on-premise CCM platform, GhostDraft stood out as an industry leader for a modern SaaS content creation solution.”
Michael M. McCullough
Director of IT at ALPS Insurance
Document Automation for Highly Regulated Industries
Insurance customer communications
From policy schedules and claims communications to renewal notices across short-term and life insurance — see how GhostDraft 360 automates personalised customer documents for your business.
Banking customer communications
From loan agreements and credit applications to trust deeds and estate planning documents, discover how GhostDraft 360 streamlines high-volume lending whilst ensuring precision for fiduciary services.
Recognised by Analysts
Leading analysts and industry experts consistently name GhostDraft as a top technology solution in document automation and Customer Communications Management.
- 2025 - CCM Technology Standout by Celent
- 2024 - Dominant CCM Provider by Datos Insights
- 2023 - Insurance AnyPrem CCM Software Leader by Aspire
- 2023 - CCM Technology Standout by Celent
- 2021 - CCM Contender by Novarica
Frequently Asked Questions
Which industries benefit from advanced document automation?
Industries that send customer communications requiring personalisation or generate complex documents — such as legal agreements, policy documents, or financial statements — benefit most from document automation. Key industries include insurance, banking, wealth management and legal services.
How is GhostDraft different from other document automation solutions?
GhostDraft is an all-in-one Customer Communications Management (CCM) platform purpose-built for insurance and financial services — not just document generation. We offer unlimited document generation with predictable Rand-based pricing, eliminating volume-based costs. With 40+ years of domain expertise, enterprise implementations at South Africa's largest insurers, and local 24/7 support, GhostDraft delivers business-driven customer communication automation designed for regulated industries.
How does GhostDraft 360 integrate with existing systems?
GhostDraft 360 integrates with existing policy administration, CRM, core banking and claims systems through a rich library of RESTful APIs. Our domain model architecture ensures templates remain stable when underlying systems or data sources change, eliminating costly template redevelopment during upgrades or migrations.
Can GhostDraft 360 handle high document volumes?
Yes. GhostDraft 360 handles both real-time on-demand generation and high-volume batch processing at enterprise level. GhostDraft currently serves over 120 insurers and banks globally, generating millions of customer communications monthly.
How does document automation scale with your business?
GhostDraft is designed to scale with your business — from single business lines to enterprise-wide implementations. You can easily scale document generation processes for batch runs, new product launches, or customer growth without infrastructure changes. With unlimited document generation and predictable Rand-based pricing, you avoid volume-based cost increases as your business expands. Whether automating 1,000 or 1 million documents monthly, GhostDraft scales seamlessly alongside your operations.
How long does it take to implement GhostDraft?
The average time to go-live for a line of business is 90 days or less. Our 100% implementation success rate includes enterprise implementations at South Africa's largest insurers.
Is my data secure with GhostDraft?
At GhostDraft, protecting our clients’ information is fundamental to how we operate. GhostDraft is SOC 2 Type II certified. The platform does not store customer data, and all data is encrypted during transit.
What is included in a GhostDraft 360 subscription?
Get unlimited document generation, unlimited users, 24/7 local support, predictable Rand-based pricing, and access to a growing library of e-learning resources with your annual GhostDraft subscription.
Book a GhostDraft Demo
Book a personalised demo to see how GhostDraft 360 transforms your customer communications. We'll show you the platform in action and answer your specific business and technical questions.
