Per-Client Document Folders
Every document linked to the right client. Policies, endorsements, COIs, claims, correspondence — all in one place, organized automatically.
Ask AI About Any Client
"What are Riverside Manufacturing's current coverage limits?" "When does the Acme GL policy expire?" Get instant answers from the full client record.
Cross-Client Search
Search your entire client base at once. "Which clients have a liability limit under $1M?" "Which clients are missing cyber coverage?" Get a filtered list instantly.
Unified Renewal View
See all upcoming renewals across all clients in a single pipeline view. Prioritize outreach, track progress, and never miss a deadline.
Client Coverage Snapshots
Generate a one-page coverage summary for any client, automatically. Show what they have, what's expiring, and what they're missing — ready for your next client meeting.
Client Data Ownership
Your client relationships are your business. With UniDocVerse, client data lives on your hardware — not in a SaaS vendor's database that you pay to access.