Drop your policy documents, contracts, or agreements into UniDocVerse. The AI reads them, extracts dates and renewal terms, and builds your pipeline — no manual data entry.
Auto-Extract Expiry Dates
Reads expiration dates, effective dates, policy periods, and auto-renewal notice windows from any document format — PDF, scanned image, Word file.
Live Renewal Pipeline
See every upcoming renewal in a color-coded pipeline: critical (red), approaching (amber), on-track (green). Filter by client, type, or timeframe.
Automated Alerts
Get notified at 90, 60, and 30 days before each expiry. Never rely on memory or manual calendar entries for critical renewal deadlines.
Renewal Outreach Templates
Generate personalized renewal reminder drafts with the client name, policy details, and expiry date pre-filled. Send directly or export for your email system.
Per-Client View
See all active and expiring documents for a single client in one screen. Know exactly what each client has, what's coming up, and what's already renewed.
Client Data Stays Local
Policy details, premium information, and client data never leave your system. Full control — no SaaS vendor holding your client relationships hostage.