Claims
Claim numbers, photos, and correspondence live in the broker's portal and a claims handler's mailbox. When the file is queried six months later, the incident date and supporting docs are no longer together.
Hypervault stores claim number, incident details, amount, and evidence in an encrypted EU vault, with permissions for operations, finance, and the broker who needs the file.
Why store Claims in a digital vault
Photos never make it into the official file
Site pictures sit on a phone or in WhatsApp. Attachments on the claim item keep evidence with the claim number.
Status is whatever the last email said
Open, reserved, paid, and declined get mixed. A status field on the vault item is readable without opening the thread.
Claimant details leak into a shared ops folder
Names and contact data sit next to unrelated job files. Permissions keep claimant information to the people on the claim.
The broker's portal is the only copy
When the policy moves, history stays with the old broker. Your vault keeps number, type, amount, and docs independently.
Who uses this template
Claims handlers
Keep incident date, amount, status, and supporting documents on one vault item.
Operations managers
Hand finance a structured claim record instead of a forwarded broker email.
Brokers and insurers
Receive a permissioned pack of evidence without a zip of personal inboxes.
Fields in this template
Keep every record complete and easy to find. Existing fields stay as they are; extras are added only when a vault item would otherwise be incomplete.
- Claim number
- Claim type
- Date of incident
- Amount
- Status
- Supporting documents
- Claimant information
How it works in Hypervault
Create from the template
Add an item from the Claims template in your workspace.
Fill and attach
Complete the fields and attach supporting files where needed.
Share with the right roles
Give access only to the people who maintain or use this record.
Store it in a vault, not a spreadsheet
Create a workspace, pick this template, and keep credentials and supporting files encrypted in the EU.