🗂️ Keep Documents Where You Can Find Them

Our policy documents are scattered across email and folders and I can never find anything quickly. Build me a document library. File every document against the client, the policy and the policy year, with a document type such as schedule, wording, certificate, endorsement, invoice or correspondence, the date, and who added it. Keep version history so a superseded schedule is retained but the current one is clearly marked, since I may need to prove what cover applied at a particular date. Let clients see and download their own documents through their portal. Set a retention period per document type. Add an AI agent that finds a document from a plain description such as the schedule for last year motor policy, and that reviews a policy year and tells me which expected documents are missing. Automate two things: a prompt to file the schedule and wording whenever a policy is bound or renewed, and a scheduled quarterly report of policies missing key documents. Two logins: a client who sees only their own documents, tested with a second account, and an agent who files and sees their clients.