Every policy paper, found before the client finishes asking.
Policy Vault stores policy schedules, endorsements, CAS statements, KYC copies and claim papers against the right client and the right policy. Search reads inside the documents, so typing a policy number, a vehicle number or an insurer name brings up the file.
What Policy Vault does for your practice.
Encrypted storage
Documents are encrypted at rest and in transit, and visible only to the people in your firm you allow.
Search inside documents
Text inside uploaded PDFs and scans is indexed, so you can search by policy number, registration number or name.
Filed by family
Every file sits under the client and policy it belongs to, with a family view for the whole household.
Version history
Endorsements and renewed schedules are kept as versions, so last year's copy is always one click away.
Share with a link
Send a client their own document through an expiring link instead of forwarding attachments from your phone.
Bulk upload
Drop a folder of PDFs and match them to clients by policy number from the file name or the document text.
From first record to stamped done.
Upload
Drag in PDFs or photos from your phone. Bulk uploads are matched by policy number.
Index
Text is read and indexed so the document becomes searchable.
File
Each document is filed under the client, family and policy it belongs to.
Retrieve
Find and share any document during a call, from your desk or your phone.