Doksure for insurance brokers
Close policies without waiting for documents.
Request supporting documents in one click; Doksure reminds your clients until the file is complete.
No commitment · Your clients install nothing
Hello Thomas,
Here are the documents needed for your file. One document is still missing.
Documents to complete 2
-
Claims history
Requested on 09/04
Awaiting review
-
Bank details
Requested on 09/04
Completed documents 2
-
Driving licence
Uploaded on 09/19
-
Vehicle registration
Uploaded on 09/19
Typical case
What Doksure changes, with one example.
A scenario built from common practices in the profession. It is not a client testimonial.
A five-person insurance brokerage
Example: a five-person brokerage writing policies every week. A single missing document can hold up a policy for ten days.
Before
-
10 days
waiting for one missing document
-
3 calls
to chase the same client
-
2 inboxes
where supporting documents get lost
With Doksure
-
1 click
to request every supporting document
-
0 manual reminders
by email and SMS, until the file is complete
-
1 download
of the complete file, for your brokerage software
A policy closed as soon as the last document is accepted.
What slows you down
Three problems Doksure solves.
-
Today
A policy waiting ten days for one document
The client agrees, but the file does not move.
Doksure reminds by email and SMS until the last document arrives.
-
Today
The same documents for every policy
The same lists, rewritten email after email.
Your document lists by product, reused in one click.
-
Today
“I already have brokerage software”
No question of changing it just to collect documents.
Doksure replaces nothing: it collects, and you download the complete file.
Three ways to exchange
Request, share and collect, in your profession.
-
Request
The policy: ID, licence, vehicle registration, claims history.
Request documents -
Share
The policy schedule or a certificate, sent through a protected link.
Share documents - Pro plan
Collect
The annual renewal: one campaign link for all affected policies.
Collection campaigns
Security
Your clients' data, protected from policy to claim.
Identity, licence, statements: every document is end-to-end encrypted and filed in the client's case.
Discover Doksure security- End-to-end encrypted Even Doksure cannot read your clients' documents.
- Access history Who opened which document, and when.
- GDPR Downloadable data processing agreement, hosted in Europe.
Frequently asked questions
Your questions, our answers.
Another question? A human replies in English within 24 business hours.
Does Doksure replace my brokerage software?
No. Doksure handles collection: you download the complete file in one click and move it into your tools. With the Pro plan, the Chrome and Outlook extension lets you create a request from your inbox.
Can I reuse a product's document list?
Yes. Build document lists by product: motor, home, protection… and reuse them in one click.
Can my clients upload photos of a claim?
Yes. They photograph the damage from their phone and upload it to their space, in several batches if needed.
Are reminders sent by SMS?
Yes, with the Pro plan and SMS credits. Email reminders are included on every plan.
Related professions
All professionsSend your first request today.
Your first request can go out during the trial.
14 days free · No commitment · Your clients install nothing