Store certificates with policy records
Attach certificates to the relevant business or personal policy so they are easier to retrieve when requested.
Certificate storage
Keep certificates of currency easy to find.
Certificates of currency are easier to manage when they sit beside the policy record, renewal date and sharing context.
Learn from source-backed flows
Vault
Renewal
Consent
Quotes
OrganiseReviewAsk better questions
Collect records
Read sources
Surface facts
Track changes
Share by consent
Track expiry context
Keep certificate and policy timing visible for renewal preparation.
Share selected documents
Use consent-led sharing to provide selected policy information or certificates to a broker when needed.
Join the waitlist for certificate organisation.