Solving PDF Accessibility for Insurance Companies

Two businesswomen in modern office using laptop computer. Mature and mid adult woman working together on PDF accessibility using a computer

Equidox partners with numerous insurance companies, assisting them with the unique challenges of making PDF documents accessible to clients with disabilities. The high volume, complex layouts, and range of insurance documents—including customer communications, plan descriptions, policy documents, provider directories, and explanations of benefits, among others—pose significant accessibility barriers for companies to address.

One Equidox customer shared, “The accessibility process for PDFs has been challenging. Tools like Adobe Acrobat and CommonLook are time-consuming and require extensive training. Our content creators faced a steep learning curve with these software solutions, and remediating complex documents, such as tables and lists, was extremely difficult and prone to errors.”

Outsourcing document remediation proved equally challenging for another Equidox insurance customer, who noted that traditional services were cost-prohibitive and often failed to meet accessibility standards or tight deadlines. “We were not getting a consistent result, we were not getting our documents back on time, and we weren’t confident that our provider directories were fully accessible. With Equidox, we are spending half what we had been paying, and being provided a better product on a shorter timeline.”

Legal Compliance and Customer Accessibility

Insurance companies must comply with the Americans with Disabilities Act (ADA), Section 508, and Affordable Care Act (ACA) regulations for digital accessibility. Accessible PDFs ensure that all clients, including those using assistive technologies, receive vital health and financial information.

One of our insurance customers faced fines and other legal implications when the outsourced remediators they were using failed to return documents in a timely manner, resulting in missed compliance deadlines. Equidox solved this issue by automating the remediation process. This allowed the company to keep the publication process on schedule while meeting digital accessibility requirements. 

Equidox Solutions for PDF Accessibility

  1. Equidox Software for Individual PDF Remediation
    A number of Equidox’s insurance customers use Equidox Software to streamline accessibility processes for individual ad hoc documents. They report that tools like the AI-powered List and Table Detectors that help tag complex content effectively are among their favorite features.
    For some, Equidox’s Zone Transfer feature, which allows users to copy tags across similar documents, significantly reduces time spent by content creators to ensure compliance. They find Zone Transfer particularly helpful for repetitive documents or those produced in multiple languages.  “For nearly identical documents, Zone Transfer reduces the process to a few clicks,” one customer told us.
  2. Equidox AI for High-Volume PDF Remediation
    One Equidox customer is a major national health insurance company that uses Equidox AI to automate remediation of templated documents, such as billing statements and provider directories. Equidox AI efficiently processes thousands of pages with complex formats, including multi-column layouts, hierarchical headings, and complex tables while maintaining accessibility standards for legal compliance and assistive technologies.
    This customer likes how Equidox AI meets the high standards for accessible insurance documents and saves them half the cost of traditional outsourced remediation while meeting challenging deadlines.

Efficiency and Cost Savings

Equidox’s technology offers significant savings over traditional tools, cutting costs associated with manual remediation and reducing training needs for complex tools. One insurance customer noted, “We were spending so much money and getting back noncompliant documents, and missing a lot of our publishing deadlines. That’s not the case with Equidox. Now our documents pass all the checkers, they are fully accessible, and Equidox has never missed a deadline.” Equidox provides companies the means to manage PDF accessibility more efficiently, avoiding outsourced remediation and ensuring accessible PDFs quickly and cost-effectively.

Enhancing Customer Experiences

Accessibility can help enhance customer experience and satisfaction. Insurance companies that work with Equidox find that offering accessible PDFs allows their clients greater independence, as they no longer need to rely on others to access their insurance and medical information. Most organizations gain significant cost savings. Customers benefit from improved access to provider directories and other vital customer communications and a better customer experience.

The Future of Accessible Insurance Documentation

Equidox’s solutions empower insurance companies to maintain digital accessibility efficiently, ensuring they serve every client equitably and protect against potential legal risks. For insurance companies striving for accessibility, Equidox offers a practical and effective solution. Says one Equidox customer, “We researched a lot of solutions.  Equidox checked every box and we’re so happy to be working with them.”

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Tammy Albee

Tammy Albee | Director of Marketing | Equidox Tammy joined Equidox after four years of experience working at the National Federation of the Blind. She firmly maintains that accessibility is about reaching everyone, regardless of ability, and boosting your market share in the process. "Nobody should be barred from accessing information. It's what drives our modern society."

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