Insurance Agencies

Stop losing renewals to buried paperwork

Independent agencies and brokerages use UniDocVerse to manage policies, certificates, renewals, and claims — all from one AI-powered document hub that runs entirely on your own computer.

Renewal pipeline
🚨
Acme Corp — General Liability
Expires in 14 days • Renewal not started
⚠️
Riverside LLC — Workers Comp
Expires in 30 days • Quote requested
Metro Retail Group — BOP
Renewed • COI issued • Filed
📋
Gap Analysis — TechStart Inc
Cyber coverage missing • D&O gap identified
Documents we process
Policy Declarations Certificates of Insurance (COI / ACORD 25) ACORD Applications Loss Runs Renewal Notices Endorsements Exclusion Schedules Claim Forms Explanation of Benefits (EOB) Premium Finance Agreements Binders Proof of Insurance Letters Risk Surveys Quote Comparisons

Every document, every workflow — automated

From COI tracking to renewal outreach to coverage gap analysis, UniDocVerse handles the paperwork so your producers handle clients.

Renewal Management
Automatically extract expiration dates from every policy document. Get a live pipeline of what's expiring in 30, 60, 90 days — with one-click renewal reminders.
Coverage Gap Analysis
Compare current policies against industry standards or client risk profiles. Surface missing coverage lines — Cyber, Umbrella, EPLI — before a claim makes it obvious.
COI Verification
Validate certificates of insurance in seconds. Check carrier, policy number, limits, effective dates, and additional insured status against policy documents.
Client Document Vault
Every policy, endorsement, loss run, and correspondence organized per client. Ask AI "What are Acme's current liability limits?" and get an instant answer.
Loss Run Analysis
Extract claim history from loss runs of any format. Calculate loss ratios, identify frequency patterns, and summarize for carrier submission in one click.
Air-gapped Option
Run with no internet connection at all. Perfect for agencies handling sensitive client financials where zero-cloud is a firm requirement.

What agencies see in the first 90 days

0
Renewals missed due to missed expiry dates
75%
Less time on COI verification
More gap analysis conversations per month
$0
Cloud subscription fees

Turn your policy documents into pipeline

UniDocVerse is free to download. Runs on your Mac or Windows machine. No per-seat fees.

Download Free