Vaults for each client or claim
A short workflow designed to reduce uncontrolled document sharing.
Insurance brokers
One vault per client. Claims files stay out of shared inboxes.
Keep policy documents, claims evidence, underwriting files, and client correspondence in encrypted vaults built for sensitive insurance records.
Controlled sharing with brokers, assessors, and carriers
A short workflow designed to reduce uncontrolled document sharing.
Activity history for claims and renewals
A short workflow designed to reduce uncontrolled document sharing.