Insurance documents
Policy PDFs sit in a broker portal and a 'insurance' inbox rule. Coverage limits, premium, and expiry are not fields, so a claim or a lender request starts with a hunt.
Hypervault stores policy number, type, coverage, and the file in an encrypted EU vault, with permissions for finance, operations, and the broker you choose to share with.
Why store Insurance documents in a digital vault
Expiry is a broker reminder you ignored
Cover lapses. Expiration date on the vault item is visible to finance without logging into the portal.
Coverage details are in the 40-page wording
Limits should be a field you can read. Coverage details next to policy number beat opening every PDF.
Premium is only on the debit
Budgeting cannot see the number. Premium on the item is what finance codes against.
Type is mixed: liability, cyber, property
A single dump cannot answer 'what cyber cover do we have?'. Insurance type on each item makes that a filter.
Who uses this template
Finance and risk owners
Keep policy number, cover, premium, and expiry in the vault, not only the broker app.
Operations leads
Pull the current wording under permissions when a site incident happens.
Brokers
Receive a structured pack of policies you still hold, without a zip of old emails.
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.
- Policy number
- Insurance type
- Provider
- Coverage details
- Premium
- Expiration date
- Attachments
How it works in Hypervault
Create from the template
Add an item from the Insurance documents 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.