Document guide
Insurance policy
Organise policies supporting properties and services, including cover, exclusions and periods. Link each document to its asset or agreement.
Explore fields and examples ↓The information your team needs.
Cover, exclusions and policy terms. Each value retains its document reference so the team can return to the source during review.
Illustrative fields · Fictional data. Fields and output are configured for the supplied documents and agreed workflow.
| Field | What it contains | Example |
|---|---|---|
| Policy and insurer | Policy number and issuing entity. | POL-0042 · insurer A |
| Policyholder and insured | Identities and roles kept separate. | Policyholder A · insured B |
| Risk or asset | Covered property, activity or service. | Building RE-0042 |
| Cover | Included cover, limits and components. | Liability cover · stated limit |
| Exclusions and excesses | Stated restrictions and amounts. | Excess: €300.00 |
| Period | Stated cover start and end dates. | 1 Oct 2026–30 Sep 2027 |
Connect the data. Find what needs attention.
Link general wording, schedules and endorsements for the same policy.
Compare the asset and dates with the agreed document requirements.
A policy’s presence alone does not establish premium payment or cover for a specific claim.
Information ready for your workflow.
A policy record with the asset, cover and related documents. Receive an Excel or CSV file for review, or structured data in the format agreed for your system.
Use it in these solutions
Try it with a batch of your documents. We agree the sample, fields and confidentiality before starting.
Discuss my batch →