Store policy PDFs and certificates
Upload schedules, certificates of currency, renewal notices and related documents so each policy has a clear record attached.
Policy vault
One private vault for every insurance policy.
Keep policy documents, certificates, renewal notices, insurer details, premiums, excesses, notes and claim records together in one private workspace.
Document-backed record
Policies
Renewals
Notes
Consent
Source documentsKey fieldsBroker-ready context
Collect records
Read sources
Surface facts
Track changes
Share by consent
Track the facts that matter
Keep insurer, premium, excess, policy type and renewal date visible beside the source documents they came from.
Share only selected records
When you need help, choose which policy records and notes to share with a broker. Access is consent-led, scoped and revocable.
Start your policy vault before your next renewal.