Start with something beautiful.
Choose an editable template, import a PDF or build a layout with curves, photos, type and reusable components.
Design toolsFOR LIFE & HEALTH INSURANCE TEAMS
Great documents.
Your personal touch.
Design beautiful mailers. Personalize the details. Give your team one place to review, approve and produce the finished document.
Your templates. Your branding. Your existing Studio account.
Agent Sites NOWDOCUMENT STUDIO
160Two-sided mailer designs
120Senior photographs
160Clipart icons
48Text-effect recipes
FROM FIRST DRAFT TO FINAL PDF
One workspace.
Every stage of the document.
Give designers room to create, agents a simple way to personalize, and reviewers control over what goes out. Studio connects the design to the people and details behind it.
Make every detail yours.
Add an agent photo, update contact details and enter meeting information. Linked fields keep repeated details together.
Personalization toolsMove forward with a clear review.
Check the document, route it for review, then create proofs, print PDFs or a complete production package.
Production toolsA HEAD START FOR YOUR NEXT CONVERSATION
Professional designs.
Ready to make your own.
Medicare and AEP. Turning 65 and retirement. Life, final expense, ACA and supplemental coverage. Find a starting point that fits the conversation.
AEP & Medicare
A fresh coverage conversation
Turning 65
A new chapter, a clear next step
Retirement
Planning for what comes next
Final expense
A thoughtful family conversation
Life insurance
Protection for the people who matter
ACA & health coverage
A place to explore coverage
Examples rendered from the actual editable masters. The complete catalog includes 421 entries, including the 160-design mailer collection and separate R2 revisions. Assigned template access depends on your account.
EXPLORE DOCUMENT STUDIO
The tools behind
the finished piece.
From an individual mailer to a personalized campaign, explore the features included in the current Studio system.
01A complete design workspace
Build the layout. Keep every detail in reach.
- Multi-page documents with editable text, photos, shapes, lines and vector icons.
- Layers, groups, alignment, guides, snapping, zoom, undo and redo.
- Curved photo frames, curved panels, gradients and separate element-color controls.
- Reusable sections, components, variants and master pages for consistent layouts.
- Brand Kits, text effects, photo-frame styles and clipboard tools.
02Personalization that stays connected
Change a detail once. Update it wherever it belongs.
- Linked fields for agent names, photos, phone numbers, websites, licenses and disclaimers.
- Guided Fill mode keeps approved layout positions protected while agents enter their details.
- Reusable bio wording, meeting details, dropdowns, dates, checkboxes and image fields.
- Conditional fields, calculated text and repeating groups for flexible templates.
- Agent, location and media profiles reduce repeated entry; private projects preserve personal edits.
03A library built for insurance conversations
Start with a ready-to-personalize design.
- 160 two-sided Elegant Direct Mail designs, with 10 separate R2 visual revisions.
- 421 bundled template entries across the complete catalog.
- 120 senior photographs, 160 clipart icons and 48 text-effect recipes.
- 32 photo-frame recipes and 16 curved-shape presets.
- Medicare, AEP, turning 65, retirement, life, final expense, ACA and supplemental coverage subjects.
04Photo tools and brand control
Make the image fit the message.
- Replace, crop, zoom, rotate and reposition photographs inside editable frames.
- Eight photo color controls and 12 presets, with the original image retained.
- Manual background cleanup, cutout refinement, erase and restore tools, and transparent PNG output.
- Reusable logos, color palettes and type styles through Brand Kits.
- Automatic person detection is a preview feature; verify its results on your browser and device.
05Bring existing documents into Studio
Turn a PDF into a starting point you can work with.
- AI Document Importer with full reconstruction, smart hybrid and exact-background modes.
- Text-block grouping, repeated-field linking, photo-region detection and rotated-page handling.
- OCR for image-only PDF pages and original-versus-reconstructed comparison.
- Review proposed editable regions before building and saving the template.
- Open supported native project and template files, plus supported legacy AEP Mailer JSON files.
PDF reconstruction and OCR need review. Complex artwork may remain a protected background.
06Review before the document goes out
Give designers, reviewers and agents a clear process.
- Assisted Design checks for missing fields, overflow, small text and layout conflicts.
- Configurable content rules, disclaimers and document compliance scans.
- Revision-specific review, reviewer comments, approvals and publishing controls.
- Distribute published templates to the intended audience or selected agent accounts.
- Notifications and audit history keep changes and decisions traceable.
These checks support your review process; they do not replace required content or regulatory review.
07Proofs and production in one place
Move from an editable design to a documented handoff.
- Draft, client-proof and print PDF presets, including multi-page exports.
- Configurable output resolution, bleed, crop marks and proof watermarks.
- Preflight checks for image resolution, required fields, overflow and page boundaries.
- Production packages with PDF, editable project, previews, preflight report and job ticket.
- Saved fields and original geometry remain available for the next revision.
Confirm your printer’s trim, bleed, color and mailing specifications before production.
08Personalized campaigns at scale
Connect your data to the fields in your design.
- Import CSV or Excel .xlsx/.xlsm data and map columns to document fields.
- Review records, apply field transformations and use calculated values.
- Preview personalized records before generating the campaign.
- Create individual or combined PDFs and packaged campaign output.
- Save campaign settings and follow production progress in the campaign workspace.
09Accounts, access and connected workflows
Keep the right tools and documents with the right people.
- Role-based access for owners, administrators, designers, reviewers and agent users.
- Protected master templates, private agent projects and controlled shared libraries.
- Connections Center for configured Agent Sites NOW or other JSON APIs.
- Synchronize agent, location and meeting records; send configured workflow webhooks.
- Managed updates with version checks, restore points and rollback controls.
- Administrator storage inventory, file-type filters and reviewed cleanup of old update files and loose archives.
Connections and external photo-generation services require administrator setup and any applicable provider account.
10Studio beyond your desk
Keep your document workspace close.
- Responsive Studio controls and compact guided Fill panels for smaller screens.
- An installation hub with browser and Home Screen web-app instructions.
- Server sign-in, template access and saving use your existing Studio account.
- An Android Release Manager for administrator-supplied, signed and tested releases.
- Native Android and iOS installers are not bundled; native release and device acceptance remain separate.
A CLEAR PATH THROUGH THE WORK
Create. Personalize.
Review. Produce.
Choose your starting point
Open an assigned template, import a document or begin a new design with the tools available to your role.
Add the personal details
Update linked text and photos, add meeting information or map campaign data to the document’s fields.
Check and review
Inspect each page, run the available checks and follow your organization’s approval and publishing process.
Prepare the final files
Create a proof or production output, confirm printer requirements and keep the editable project for future updates.
CREATIVE FREEDOM. CLEAR RESPONSIBILITIES.
Built for the people
behind the document.
A shared system with tools that fit each person’s role.
For agents
Use assigned published templates, personalize the available fields and save your own private projects.
For designers and reviewers
Build reusable masters, protect layout positions, review specific revisions and publish to the intended audience.
For administrators
Manage users, content rules, shared resources, connections, audit history and managed updates.
How do I sign in?
Choose Login and use the username or email address and password assigned by your Document Studio administrator. You will enter the existing Studio workspace. This website does not create a separate account.
Can agents change a design without changing the master?
Yes. Agents use the published templates assigned to them, personalize the available fields, and save private projects. Design permissions control who can change a master’s layout.
Can I change panel and shape colors as well as text?
Yes. In Design mode, select an unlocked element and use its Fill control. For gradients, Fill changes both endpoints; separate Start and End controls let you create a two-color blend. Text color and borders have their own controls.
Does importing a PDF make every part editable?
It depends on how the PDF was made. The importer proposes editable text, fields and photo regions. Complex or flattened artwork can stay protected while you add editable areas. Review the comparison before using the new template.
Can I use Studio on my phone or tablet?
Studio includes responsive controls, guided Fill mode and Home Screen web-app instructions. Sign-in and server saving require a connection. Native signed mobile installers are a separate release process.
Are the templates ready to send immediately?
Personalize the fields, inspect every page and complete your organization’s review and publishing process. Confirm the printer’s specifications before ordering production.
YOUR NEXT DOCUMENT STARTS HERE