Document Management
Secure cloud storage for all your insurance documents with smart organization, version control, and instant sharing. Access policy documents, KYC files, and customer records from anywhere, anytime.
What is Document Management?
Our Document Management system provides secure cloud storage with intelligent organization by category, customer, policy, or claim. Track document versions, control access permissions, and share files securely with customers and team members.
Key Features
Unlimited Storage
Store unlimited documents in secure cloud with automatic backups and 99.9% uptime guarantee.
Category Organization
Organize documents by policy type, customer, claim, or custom categories for easy retrieval.
Version Control
Track document versions with timestamps and maintain complete revision history.
Secure Sharing
Share documents via secure links, WhatsApp, or email with expiry dates and download limits.
Access Control
Role-based permissions control who can view, edit, or delete documents.
Quick Search
Find documents instantly with powerful search by name, customer, policy, or tags.
Why It Matters
Keep Documents Safe
Cloud storage protects against loss from fire, theft, or damage with automatic backups.
Find Files Instantly
No more searching through filing cabinets - find any document in seconds with smart search.
Access Anywhere
Access documents from office, home, or on-the-go via mobile devices with internet connection.
Go Paperless
Reduce paper usage, printing costs, and physical storage space with digital documents.
How It Works
Upload Documents
Drag and drop files or upload from customer/policy forms.
Categorize & Tag
Assign to categories and add tags for easy organization.
Set Permissions
Control who can access, edit, or share each document.
Share & Track
Share with customers and track who accessed or downloaded.
Related Features
Customer Management
Attach documents directly to customer profiles for KYC and identity verification.
Learn More →Claims Management
Upload and track 30+ claim document types with completion monitoring.
Learn More →Customer Portal
Customers can download policy documents and upload claim files through portal.
Learn More →Ready to Go Paperless?
Start your 14-day free trial today. No credit card required.