Group documents by policy
Keep the policy schedule, product disclosure statement, renewal notice, certificate, invoice and related notes attached to the same record.
Document guide
How to organise insurance documents before you need them.
Insurance documents are easiest to use when they are grouped by policy, date, insurer and renewal context instead of scattered across email and folders.
Document-backed record
Policies
Renewals
Notes
Consent
Source documentsKey fieldsBroker-ready context
Collect records
Read sources
Surface facts
Track changes
Share by consent
Keep searchable key fields
Record insurer, policy type, policy number, premium, excess, renewal date, broker contact and any documents still missing.
Prepare for sharing
If a broker needs to review a policy, share only the selected records, documents and notes that are relevant to that request.
Organise your insurance documents in a private vault.