KoverDocs - Document Manager
Secure. Compliant. Intuitive.
KoverDocs centralises document generation, storage, and retrieval across the full insurance policy lifecycle. Designed for insurers, MGAs, and brokers, it streamlines documentation workflows—ensuring audit-ready efficiency and seamless integration with your insurance operations stack.
Generate Instantly
Create policy schedules, certificates, invoices, and forms in seconds—accurate and compliant every time.
Centralise & Organise
Store and manage all insurance documents with version control, search, and audit trails.
Integrate Seamlessly
Connect document workflows with policy, claims, and finance systems—no duplicate entry.
Stay Secure & Compliant
Control access, track usage, and ensure regulatory compliance with full audit-ready history.
Integrated document creation and storage for the full policy lifecycle.
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Generates schedules, certificates, proposal forms, and policy docs instantly
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Uploads and manages supporting documents and broker communications
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Maintains complete audit trails for compliance and transparency
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Eliminates double handling with seamless KoverUI integration
Platform Capabilities
Policy Lifecycle Documents
Automatically generate quotes, issuance documents, amendments, invoices, and renewal notices.
02 Document Repository
Upload and organise supporting files (e.g., endorsements, broker communications), all searchable and traceable.
03 Audit Trails & Versioning
Detailed logs of who accessed or updated documents, ensuring transparency and compliance.
04 Template
Create and manage reusable templates for all insurance documents—policies, certificates, invoices, and more—ensuring consistency and accuracy.
05 Workflows
Configure rules for when and what documents are generated (quote, bind, endorsement, cancellation, invoice, etc.) and automate.
06 Secure Access & Sharing
Control access permissions for internal teams or external partners; provide secure, branded document portals.
What Our Customers Say :
“FinOps made our accounting easy from day one—streamlining everything from invoice chasing and payments to insurers and taxes, to ledger management and trust account balancing.”