Insurance Brokers
Simplify underwriting document intake.
Collect risk evidence, policy documents, and claims files in a secure, time-bound vault.
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.
Compliance focus
- • FCA requirements supported
- • GDPR requirements supported
Document types covered
- • Policy schedules
- • Claims evidence
- • Risk assessments
- • Proof of ID
- • Financial statements
- • Loss run reports
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Use cases
Workflows tailored 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Capture updated risk data each year while auto-deleting outdated files.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. Create separate vault templates for property, commercial, and personal lines with tailored checklists.
Is Docustody suitable for claims handling?
Docustody provides secure uploads, clear status tracking, and automatic deletion once claims close.
Ready for secure document collection?
Launch a insurance brokers vault in minutes and keep documents only as long as necessary.