Simplify underwriting document intake.
Collect risk evidence, policy documents, and claims files in a secure, time-bound vault.
Compliance focus
- FCA requirements supported
- GDPR requirements supported
Document types covered
Insurance brokers manage a constant flow of underwriting evidence, claims documents, and policy updates. Docustody keeps each client file organized with clear deadlines and automatic clean-up.
Give clients a secure way to send sensitive documents, while your team tracks every action and retains evidence only as long as necessary.
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Claims documentation arrives in multiple formats across email and FTP.
Underwriting evidence is difficult to track and audit.
Retention is inconsistent across lines of business.
Clients struggle to know what evidence is outstanding.
Use cases
Workflows for Insurance Brokers.
New policy onboarding
Request underwriting evidence and policy questionnaires in one guided request.
Claims intake
Collect supporting documents quickly, with automatic reminders for missing items.
Renewal reviews
Capture updated risk data each year while auto-deleting outdated files.
Proof points
- Time-bound vaults prevent over-retention of claims evidence.
- Clear audit trails help demonstrate compliance with FCA oversight.
- Clients can upload from any device without new accounts.
“We finally have one workflow for policy evidence and claims that clients actually use.”
George Miller
Commercial Lines Broker
Resources
Checklists and guides for Insurance Brokers.
Use these resources to educate clients and keep every request consistent.
FAQs
Frequently asked questions
Can we separate files by line of business?
Yes. You can set up separate vault templates for property, commercial, and personal lines, each with its own checklist.
Is Docustody suitable for claims handling?
Docustody provides secure uploads, clear status tracking, and automatic deletion once claims close.
Ready for secure document collection?
Open a insurance brokers vault, send the link, and let Docustody handle the deletion and audit trail.